Ometria is a customer data and marketing platform that helps retailers increase CRM customer relationship management revenue by sending personalized marketing messages throughout the customer journey.
Integrating Ometria with Antavo can be beneficial for several reasons. By combining the customer data collected by the loyalty platform with the marketing capabilities of Ometria, businesses can create more personalized and effective marketing campaigns that are tailored to individual customers' preferences and behaviors.
This document shows how to configure the connection between Antavo and Ometria. A typical use case will also be discussed in brief.
| Table of Contents |
|---|
Configuring the Antavo – Ometria connection
Search for Find the configuration page of the Ometria module in by typing it into the search bar of the Modules 
menu in Antavo’s Backoffice.
Configuring the Antavo – Ometria connection
The module configuration requires an API key. This information can be found in on Ometria’s platform.
To obtain itthe API key, follow these steps:
Click the Antavo → Settings menu in the upper right corner.
Navigate to API keys and copy the string to your clipboard.
Click Create API Key.
Copy the provided string to your clipboard
...
and paste it into the designated field in Antavo
...
's Backoffice.
Click Connect.
Finally, choose the list that you wish Antavo to synchronize.
The following short video illustrates these steps.
...
The next step is to configure the field synchronization between the two systems.
Click on 'Add new field '.
The items in the left column’s dropdown
...
called Loyalty fields
...
display the fields that are found within Antavo.
Remote fields
...
represent the equivalent fields in Ometria.
...
Add more field mappings by adding new rows
...
at the bottom.
Click ‘Save’.
...
Creating and syncing custom fields
...
You can synchronize Antavo events with Ometria through the Workflows editor. This example shows how to push an automated email campaign based on a customer’s reward claim by setting up this rule.
You can access the Workflows Management workflow management through the Workflows icon on the left sidebar, or type it in the search field of Modules .
Click
...
‘Create new campaign’ or ‘Create new general workflow’ depending on the type of flow you would like to run. Read more about the concepts of campaigns and workflows here.
Fill in the required fields to create the campaign or workflow. See the instructions here and here.
Drag and drop the Event trigger node to the empty canvas from the right sidebar.
Select Claiming a reward event from the dropdown menu. This way,
...
whenever someone claims a reward, they will be automatically enrolled in Ometria’s email campaign.
Click 'Update'.
Drag
...
and
...
drop the
...
Trigger Marketing
...
Communication action node to the sheet
...
from the right sidebar.
This node should appear when the Ometria module is enabled in Antavo’s Backoffice.Double-click on the node. The payload should include fields (Reward name, Reward description)
...
tagged in Ometria’s email templates.
If these tags are present in the emails, then automated campaigns can be set up in Ometria.
The following short video illustrates this solution. You can read more about Antavo’s no-code Workflow editor here.
...