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 synchronized 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 |
Ometria events
🧪 This feature is currently in beta — contact your account manager or support@loyaltylion.com to request access.
Plan access: Plus
As well as syncing customer properties (see the table above), LoyaltyLion can push real-time loyalty events into Ometria as custom events. Each event carries a snapshot of the customer at that moment — their points, tier, and details of whatever triggered it — so you can build Ometria campaigns and journeys that react to what a customer just did in your program.
Events LoyaltyLion sends:
Ometria event | Description |
loyaltylion_enrolled | Fires when a customer joins your loyalty program |
loyaltylion_approaching_tier_upg | Fires when a customer is close to qualifying for the tier above |
loyaltylion_tier_upgraded | Fires when a customer moves up a tier |
loyaltylion_tier_downgraded | Fires when a customer moves down a tier |
loyaltylion_reward_avail_notif | Fires when a customer first has enough points to claim a reward |
loyaltylion_recur_rwd_avail_rem | A recurring reminder sent to customers who can still claim a reward but haven't had a reward-available notification that month |
loyaltylion_claimed_reward | Fires when a customer claims a voucher or gift card reward |
loyaltylion_approaching_pts_exp | Fires ahead of a customer's points expiring, while they're still spendable |
loyaltylion_approaching_rwd_exp | Fires ahead of a customer's claimed reward expiring |
loyaltylion_referral_complete | Fires when a customer's referral completes (their friend has made their first eligible purchase) |
loyaltylion_rule_completed | Fires when a customer completes an activity rule, including custom rules |
loyaltylion_moved_loyal_seg | Fires when a customer moves into the Loyal segment |
loyaltylion_moved_at_risk_seg | Fires when a customer moves into the At-Risk segment |
loyaltylion_moved_defected_seg | Fires when a customer moves into the Win Back segment |
loyaltylion_receipt_approved | Fires when a customer's uploaded receipt is approved for a receipt rule, whether automatically or manually |
loyaltylion_receipt_declined | Fires when a customer's uploaded receipt is declined for a receipt rule, whether automatically or manually |
Setting up program events:
Go to Manage > Integrations > Ometria.
Under Program events, choose to send all current and future events, or pick specific ones to send.
Before these events will do anything in Ometria, they need to be set up on Ometria's side too. For each event you enable, ask your Ometria Customer Success Representative to create a matching custom event in your Ometria account — its event type must match exactly what LoyaltyLion sends (e.g.
loyaltylion_approaching_pts_exp), and let them know which properties to expect. Until that's done, LoyaltyLion will deliver the events, but they won't trigger anything in Ometria.See Ometria's custom events guide, or contact LoyaltyLion support for the exact details to give Ometria.
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.