Clutch provides gift cards for retailers to issue to their customers.
Ometria’s integration with Clutch provides transactional emails to confirm the purchase of a gift card and communicate the gift card number.
Before you begin
To get started integrating Clutch with Ometria, please contact your Customer Success Representative.
You will need the following:
- A Clutch account
- A secure transfer protocol (SFTP) site, which you must host
- A transactional email template for gift vouchers in Ometria
- An API key from Ometria
Only users with administrator account permissions can access the API keys tab.
Setting up your integration with Clutch
In Ometria, go to Settings > Connections and click Add a new connection:
Select the Clutch tile:
Complete the fields in the FTP Client authentication screen using the details from your SFTP site.
|File_Path*||Enter the folder path, e.g. /inbox|
|File_Name*||Enter the prefix of your file name, e.g. if your file name is 'clutchfile_2022-01-02', enter 'clutchfile_'|
Click Next. In the File transfer frequency screen, define how often you want Clutch to send data to Ometria.
There is a minimum of once per minute.
|Field check interval||Enter the interval, e.g. 30.|
|File check time unit||Enter the time unit, e.g. minutes.|
In the Ometria authentication 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.
Finally, in the Email information screen complete the fields with details about your Ometria transactional email template:
|Template ID||Enter the ID of the transactional template set up for Clutch.|
|Reply name||Enter the name to appear in the ‘reply’ field of transactional emails sent via this connection.|
|From address||Enter the email address to appear in the ‘from' field of transactional emails sent via this connection.|
|From name||Enter the name to appear in the ‘from’ field of transactional emails sent via this connection.|
|Reply address||Enter the email address contacts can use to reply to transactional emails sent via this connection.|
|Subject line||Enter a subject line for transactional emails sent via this connection.|
|Stream||Add a value for reporting purposes. This field can’t contain spaces.|
Select Finish to complete your integration.