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Setting up a SheerID integration

Louise MacBean
  • Updated

SheerID is an identity verification service used in the US to provide exclusive discounts to students, military personnel, healthcare staff, etc.

With this integration, when someone submits their details to SheerID their data is sent to Ometria as either a new or updated contact.

You can use this data to create welcome campaigns and to segment your contacts.

See also: Merging contact profiles in Ometria

Before you begin

To get started with SheerID, contact your Customer Success Representative.

You'll need an account with SheerID and a SheerID access token (API key) from your account settings.

Generate a new API key in Ometria and copy it.

Only users with administrator account permissions can access the API keys tab.

You'll need to set up two custom fields in Ometria for SheerID to send data to.

Data sent to Ometria

Default fields

Ometria automatically syncs the following fields from SheerID:

  • Email
  • First name
  • Last name
  • Date of birth

Custom fields

These are custom fields which you'll need to create in your Ometria account:

Custom field Type Description
sheerid_status String Whether the contact has passed SheerID verification.
sheerid_segment String The type of SheerID verification, such as Student, Military etc.

Setting up your integration with SheerID

In Ometria, go to Settings > Connections and click Add a new connection:

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Select the SheerID subscribers tile:

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Complete the fields in the SheerID set up screen:

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In the SheerID set up screen, select the dropdown and click Add new account.

You'll be prompted to create a new authentication - give it a name and enter the Ometria API key you copied earlier, then select Create.

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Next, enter the following details:

Field Description
Subscription preference Select an option from the dropdown - this defines the subscription preference Ometria sets for contacts sent by SheerID.
  • Opt In - the contact is opted-in to receive marketing communications
  • Opt Out - the contact will not receive marketing communications from you
  • Unchanged / Do Not Set - no change to the subscription preference
SheerID API access token Paste in your access token from your SheerID account settings.
Note: You might want different submission types to result in different subscription statuses, e.g.:
  • Successful submission - opt-in the contact
  • Unsuccessful submission - Do not change subscription status (Unchanged)

To do this, you should set up two separate SheerID processes and set a different Subscription preference for each, then set up two different SheerID connections in Ometria to receive each type.

Select Next to continue.

The Webhook URLscreen displays. 

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Copy the URL and paste it into your SheerID program settings.

You can use this for successful and unsuccessful submissions if you like.

Select Finish to finalise your connection.

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