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Ometria - Integration Manual

Written by Mags Maras
Updated this week

To see which plans include Ometria integration please see our pricing page. If Ometria isn't listed on your integrations page within LoyaltyLion and you would like it, please contact support@loyaltylion.com

In this article:

Why Ometria and LoyaltyLion?

Ometria helps you create marketing experiences that your customers will love. Using this alongside LoyaltyLion helps make it easy to pull in important data, use it to personalise your marketing content, target your campaigns, review your results and optimise performance. 

Benefits of integrating with Ometria

  • Increase repeat purchases with reward available emails

  • Engage with customers via monthly loyalty summary emails

  • Increase customer acquisition with referral prompt emails

  • Target specific customer groups with segmentation and offer richer personalisation

How to integrate LoyaltyLion with Ometria

1. Login to your LoyaltyLion account
2. Click on the tab Manage

3. On the left find Integrations and click Manage 

4. Find Ometria on the list and click Install Integration button

5. Login to your Ometria account

6. Create a new API key by going to Settings and clicking New API keys

7. Copy the API key to LoyaltyLion and click Install Ometria to save the changes. If you need to create a new API key, you can do so by following the steps here.

8. Contact support@ometria.com and request that the “LoyaltyLion Fields” are created in your account.  

9. Once you have confirmed that the custom fields have been installed in your account, please test that the fields are being correctly populated in Ometria.

If everything is setup correctly, you should see this message after clicking Configure integration

What fields are synchronised to Ometria? 

We currently sync the following merge fields to each member:

Property

What it is

Total points

The number of points this customer currently has, including pending points

Approved points

The number of points this customer has available to spend

Pending points

Points this customer has earned but can't yet spend, e.g. from unpaid orders

Spent points

The number of points this customer has spent

Lifetime points

The total number of points this customer has ever earned, including spent points

Number of rewards claimed

The number of rewards this customer has claimed

Number of rewards used

The number of rewards this customer has used

Blocked

Whether this customer is blocked from earning or spending points

Date enrolled in program

The date and time this customer joined the Loyalty Program

Referral URL

This customer's unique referral URL

Loyalty Tier

The name of this customer's current Loyalty Tier

Birthday

This customer's birth date

Insights segment

This customer's Insights Segment (one of "Loyal", "At Risk", "Win Back")

Tier expiration date

When the customer's current tier ends

Tier progress

The customer's current progress toward maintaining or upgrading their tier

Projected tier progress at expiration

The customer's projected progress when their current tier expires

Progress needed to renew tier

How much more progress the customer needs to keep their current tier when it expires

Progress needed to upgrade tier

How much more progress the customer needs to reach the next tier

Next tier

The next tier the customer would reach if they upgrade

Forecasted tier at expiration

The tier the customer is forecasted to be in when their current tier expires

Receipt upload URL

A receipt upload URL associated with this customer


FAQ

Q. Do I need to provide a brand new API key?
Yes, we much prefer it if you use a new Ometria API key. This allows us to have a dedicated link to your Ometria integration, which makes it easier to debug and also makes it more obvious that that key is specifically for use with LoyaltyLion.

Q. I have connected with my ESP provider, but fields LoyaltyLion was supposed to provide do not appear in my ESP.

In order for LoyaltyLion to synchronise information with your ESP, LoyaltyLion has to be live on the page. After launching your program we'll start sending information, so it might take a moment for all the info to get synchronised. Once the first sync is done, we will be sending this data in real-time.

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