Ometria is a customer data and marketing platform that helps retailers increase CRM revenue by sending personalized marketing messages throughout the customer journey. This document shows how to configure the connection between Antavo and Ometria. A typical use case will also be discussed in brief.

Configuring the Antavo – Ometria connection

Search for the Ometria module in the Modules menu in Antavo’s Backoffice.

The module configuration requires an API key. This information can be found in Ometria’s platform. To obtain it, 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 string to your clipboard. After pasting it to the required field in Antavo, click the Connect button, then select the list you would like Antavo to synchronize.

The following short video illustrates these steps.

Field synchronization

The next step is to configure the field synchronization between the two systems.
The items in the dropdown menu called Loyalty fields will show the fields that are found within Antavo. Remote fields are the ones that are found in Ometria. You can add new field mappings by adding new rows on the bottom.

Creating and syncing custom fields

You can create and add custom remote fields in Antavo using the Ometria integration. Set these up by navigating here through Ometria’s Antavo Settings menu in the upper right corner.

Followed by this, navigate to the Ometria module in Antavo and pick the remote field from the dropdown.

Use case

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 through the Workflows icon on the left sidebar, or type it in the search field of Modules. Click ‘Create New Campaign’.

Set the Event trigger type. The trigger options can be opened by double-clicking on the node and the ‘Claiming a reward’ event can be selected from the dropdown menu. This way, every time someone claims a reward, they will be automatically enrolled in Ometria’s email campaign.

Drag-and-drop the ‘Trigger Marketing Communication’ node to the sheet and double-click on the node. The payload should include fields (Reward name, Reward description) that are 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.