With the Attentive segment sync, any contacts who enter or exit your Ometria segments will also be added or removed from your Attentive segment.
This sync occurs daily.
If you have multiple accounts with Ometria, you can sync as many of them as you like with your Attentive account.
See also:
- Sending Ometria data to Attentive
- Sending Attentive data to Ometria
- Disabling the Attentive audience sync
Which data is synced?
Ometria passes the following contact data fields to Attentive via the segment sync:
Field | Definition | Example |
The contact's email address. | laura.smith@example.com | |
Ometria segment name | The name of the segment in Ometria including the “Ometria” prefix. |
Ometria - Active loyal high-value |
Segment membership | Whether or not the contact is a member of the segment. |
|
Phone number |
The contact's phone number. You must include the country code at the start of each number, e.g. +1 for US numbers, +44 for the UK, etc.
Note: If the contact belongs to an Ometria segment synced with Attentive but doesn’t have a phone number associated with the record, Attentive won’t display that contact in their Segments section.
|
+1 630-893-4567 |
Setting up your segment sync with Attentive
Contact your Attentive CSM and request a sign-up method ID.
Next, log into Ometria and go to Settings > Connections:
Click Add new connection, then select the Attentive audience sync tile:
The Add connection screen displays:
Complete both fields:
Field | Description |
Connection name |
This name will help you identify any other Attentive syncs you might have added in Ometria. E.g. Attentive Segment Sync US |
Sign-up method ID |
Enter the signup method ID from your Attentive CSM.
Note: If you use the wrong sign-up method ID here you will need to re-authenticate in Attentive as this ID is single-use.
|
Click Connect to Attentive to trigger the authentication flow.
Sign into Attentive when prompted, then select Authorize.
1. You have a sign up method ID for each market.
2. That you select the right Attentive account when giving permission, and;
3. That you sync your segments to the corresponding accounts.
Once the authentication is successful, go back to the Add connection screen and immediately click Create connection.
Syncing your segments with Attentive
Once your connection is active you can start syncing your segments by clicking on the Add segments dropdown:
Click the + button against the segments you want to sync with Attentive:
You can also sync segments directly from the Saved segments page using the Sync option.
Warning: If you delete one of your Attentive connections while there are still segments synced with it, the information for those contacts will no longer be sent to Attentive. To keep syncing your segments with Attentive you must create a new connection and re-sync your segments.
Use cases
Broadcast SMS campaigns
Increase your conversion rate by following up with those contacts who have clicked through the email but haven’t made a purchase since.
Create a dynamic segment with the following conditions:
- Interacted with a specific broadcast campaign - clicked - [select the campaigns you want to target]
AND
- Date of last order - before (relative) - 7 days ago
AND
- Accepts SMS marketing - which is - opted in
Select Save as new segment and select the Dynamic segment type:
Push segments into Attentive
This follow up strategy can be used for campaigns where the contact would get a clear actionable value, e.g.:
- Big sale e.g. summer sale, winter sale
- New product launch
- Early Access (VIP)
- Surveys
Segment by category
Follow up an email campaign with a relevant SMS nudge.
For example, if you send a sale email segmented by category, you can follow up with an SMS with offers in that same category, e.g. 50% off dresses vs. 50% off tops.
Create a dynamic segment with the following conditions per category:
- Received specific broadcast campaign variant - is - [select the campaign you want to target, e.g. purchased dresses]
AND
- Interacted with a specific broadcast campaign - clicked - [select the campaigns you want to target]
AND
- Date of last order - before (relative) - 7 days ago
AND
- Accepts SMS marketing - which is - opted in
Segment by loyalty tier
If you've segmented your email campaign into leads / vips / everyone else, you can send a follow up SMS with the same messaging, e.g. "get your first order with 10% off" , "as a VIP you get first access to our new product launching tomorrow", "check out our top sellers this week", etc.
Create one dynamic segment with the following conditions per loyalty tier:
- Received specific broadcast campaign variant - is - [select the campaign you want to target, e.g. Leads, VIPs, etc.]
AND
- Interacted with a specific broadcast campaign - clicked - [select the campaigns you want to target]
AND
- Date of last order - before (relative) - 7 days ago
AND
- Accepts SMS marketing - which is - opted in
Automation SMS campaigns
Increase the conversion rates of your automation campaigns by syncing contacts who haven’t converted via email with Attentive, or extend your reach to those contacts who are only opted-in to SMS.
Use a follow-up condition to your campaigns which adds contacts to a static segment (e.g. “Abandoned basket - not converted”) if they don't interact with your email (e.g. contacts that haven't clicked on the email).
Next, add a 24 hour wait node to allow the data in Ometria to sync with Attentive, then include a Remove from static list action after that:
You can use this strategy for any of your Ometria automation campaigns to make sure you provide a consistent approach and have control over the number of messages you send to your contacts:
- Abandoned basket
- Abandoned browse
- Birthday campaigns
- Lapsed and at-risk campaigns
- Post-purchase campaigns
SMS only subscribers
Put together a different marketing strategy for contacts who are only opted-in to SMS (and not email).
Create a dynamic segment with the following conditions:
- Accepts SMS marketing - which is - opted-in
AND
- Accepts email marketing - which is - opted-out
AND
- Accepts push notifications - which is opted-out
Save this segment and sync it with Attentive.
You can use this segment in the cohort report to track how many of your SMS-only contacts have become repeat customers since they were acquired:
You can also use this data to trigger win-back (AKA reactivation) campaigns - just include the Add to static list action at the end of your win-back campaign flow and sync the resulting segment with Attentive.
You can then follow up with an SMS with a time-limited offer to try and get the contacts re-engaged.
Birthday campaigns
Create an automation campaign to trigger an email or SMS on a contact's birthday.
Set up the following campaign:
Field | Description |
Entry trigger | Contact's birthday is soon
|
Entry wait | None |
Segmentation |
Create a separate segment for different marketing preferences as follows:
Note: Ometria prioritises segments in automation campaigns using a top to bottom logic, so it's important that you follow the sequence below to make sure your contacts are added to the correct segment.
|
Exit condition | Contact has placed an order. |
Opted-in to email and SMS only
Filter contacts who are only subscribed to SMS and email marketing:
- Accepts SMS marketing - which is - opted-in
AND
- Accepts email marketing - which is - opted-in
Apply the filter, then add a send email action with your initial email campaign template.
Next, include a wait node of seven days, so that the SMS will be sent on the contact's birthday, then use a follow up condition to add contacts who didn't place an order after receiving the email to a static list synced with Attentive - e.g. "Birthday campaign email - no conversion".
Add another wait node for 24 hours, then add a Remove from static list action to remove contacts from the "Birthday campaign email - no conversion" segment. This final step will make sure your contacts enter the campaign again next year.
Opted-in to email only
Filter contacts who are only subscribed to email marketing:
Apply the filter, then add a send email action with your initial email campaign template.
Next, include a follow up condition to send a second email to contacts who didn't place an order after receiving the first email.
Add a second send email action with the follow-up email template:
Opted-in to SMS only
Filter contacts who are only subscribed to SMS marketing by using the segment described above called “SMS only subscribers”:
Apply the filter, then add a send email action with your initial email campaign template.
Next, include a wait node of seven days, so that the SMS will be sent on the contact's birthday, then use a follow up condition to add contacts who didn't place an order after receiving the email to a static list synced with Attentive - e.g. "Birthday campaign - only SMS subscribers".
Add a wait node for 24 hours, then add a Remove from static list action to remove contacts from the "Birthday campaign - only SMS subscribers" segment. This final step will make sure your contacts enter the campaign again next year.
The final birthday campaign flow should look like this:
Comments
0 comments
Article is closed for comments.