Setting up an Okendo integration – Ometria Help Centre

Okendo is a marketing platform that allows you to send review requests, surveys and quizzes to your customers.

You can set up automation campaigns in Ometria that trigger review request emails to customers who purchase specific products.

Shopify Flow users can also send follow up emails once a review has been submitted.

Note: Only Shopify Flow users can ingest Okendo review data into Ometria. Without Shopify flow the integration will still work and you can trigger review requests, but you won't be able to see that data against your Ometria contact records.

Please get in touch with your Customer Success Representative to get started integrating with Okendo.

Custom fields

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

All of these fields use the Category: Contact.

Field	Field ID	Type
Review date	`dateCreated`	Date
Review Rating	`rating`	Number Value between 1-5
Review Sentiment	`sentiment`	String
Review Achieved Reward	`achievedReward`	String
Review Source	`source`	String

Request review

Once your Okendo integration has been set up for you, you can create a campaign to request reviews from your customers.

Create an automation campaign in Ometria with the following criteria:

Entry trigger	Placed an order
Entry wait	No wait set.
Segmentation	Create a segment per product and a 'catch up' segment including all contacts in case an order doesn't include any of the other products.
Wait nodes	Set a different wait for each product. For the catch up segment, either send the review immediately or after a shorter wait.

After each wait period Ometria collects all of the products in the order and displays them in the review email template.

Review follow up

Your contact has submitted a review to Okendo, you can create follow up campaigns based on the review score.

We recommend creating two dynamic segments to drive these campaigns.

Note: These segments look at the latest review submitted per customer.

Segment: Okendo Review - Less than 3

Customers who have submitted a review between 3-5:

Review Date - in the last - 1 days

AND

Review Rating - less than 3

Segment: Okendo Review - Greater or Equal to 3

Customers who have submitted a review below 3:

Review Date - in the last - 1 days

AND

Review Rating - greater than or equal to 3

Automation campaigns

Set up two separate automation campaigns using segment membership as a trigger for each.