You can subscribe (opt-in) and unsubscribe (opt-out) contacts by sending a customer listing via any of our sources:
- Ometria's preference centre
- API
- CSV upload
- Ometria form or overlay
- an ecommerce importer (e.g. Magento, Shopify or BigCommerce)
- a third party integration.
The listing needs to contain these fields:
marketing_optin: true, false
timestamp_subscribed
or timestamp_unsubscribed: timestamp of the event
.
Ometria triggers a subscription or unsubscription event (and can trigger a campaign) the first time a contact is subscribed/unsubscribed.
This is to prevent sending a welcome campaign a second time, when the contact might already be a customer.
In order to trigger a subscription event (and a welcome campaign), make sure to send both marketing_optin
and timestamp_subscribed
on the same listing.
For each contact, Ometria keeps the dates of the most recent opt-in (subscribed) and opt-out (unsubscribed).
These dates can be used to segment contacts in the customer filter.
Ometria uses hierarchies when determining whether a contact’s subscription status should be changed or not, depending on where the subscription event came from.
Ometria is dedicated to protecting the validity of subscription events, and ensuring that they cannot be overridden by mistake.
See also:
- Ometria's subscription hierarchy
- Subscription timestamps
- Campaign performance: Subscribers report
- Retrieve contacts that unsubscribed using their email client (via API)
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