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Setting up a Recharge integration

Louise
  • Updated

Recharge is a subscriptions payments platform that allows retailers to set up recurring billing for products and services offered on subscription.

Once set up, contact data from your Recharge account automatically updates contact custom fields in Ometria, which you can use to create segments.

You also have the option to send custom events from Recharge to Ometria and use them to trigger automation campaigns. 

This integration is only available to Shopify users.

Data from Recharge is sent to Ometria daily at 06:00am UTC.

Before you begin

If you're interested in integrating with Recharge, please contact your Customer Success Representative to discuss enablement.

You should also get:

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

Create your custom fields

You'll need to create custom fields in Ometria to collect data from Recharge.

Note: You don't need to create all of the fields listed here - only the ones relevant to your team.

All of these fields use the Category: Contact.

Field title Field ID Type
Recharge: Active subscriptions recharge_active_subscriptions Number
Recharge: Upcoming order - charge date recharge_next_charge_scheduled_at Date
Recharge: Upcoming order - product(s) recharge_next_order_products String
Recharge: Upcoming order - total value recharge_next_order_value Number
Recharge: Upcoming order - subscription start date recharge_order_startdate Date
Recharge: Upcoming order - subscription order count recharge_next_order_count Number
Recharge: Upcoming order - Address 1 recharge_next_address1 String
Recharge: Upcoming order - Address 2 recharge_next_address2 String
Recharge: Upcoming order  city recharge_next_city String
Recharge: Upcoming order county recharge_next_county String
Recharge: Upcoming order zip recharge_next_zip String

Custom events

If you're planning to send custom events from Recharge to Ometria to trigger automation campaigns, please raise a request with the Support Team listing the events you'd like to use.

Ometria supports the following custom events for Recharge:

  • Recharge cancellation - the customer has cancelled their subscription; includes the cancellation reason, comments and products. 
  • Recharge subscription - the customer has set up a subscription; includes the products, charge date and subscription total. 

Set up your Recharge connection

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

Screenshot

Select the Recharge tile:

In the Ometria API key screen, select Add a new account from the dropdown.

Give your authentication a name and enter your Ometria API key:

Select Create.

Once the screen has authenticated, click Next to authenticate Recharge.

In the Recharge API key screen, select Add a new account from the dropdown.

Give your authentication a name and enter your Recharge API key:

Click Create and then Next once the connection is authenticated.

Finally, define whether you want to use Recharge custom events to trigger automation campaigns in Ometria.

Select the checkbox and then enter the number of days before the subscription charge date you'd like to trigger your campaigns.

E.g. Trigger campaign entry two days before the subscription charge date:

See also: Setting up custom events

Select Finish to complete the integration setup.

Once the connection is complete and active, Recharge starts sending data to your account.

Cancelled subscriptions

If a customer cancels their subscription, Ometria displays their next upcoming order.

If the customer has no other subscriptions, Ometria displays N/A or 0 in their Recharge fields.

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