You can subscribe (opt-in) and unsubscribe (opt-out) contacts by sending a customer listing via any of our sources:
- 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) once per channel:
- the first time a contact is subscribed/unsubscribed to email, and;
- the first time they subscribe/unsubscribe to SMS.
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.
See: Force opt-in
Ometria is dedicated to protecting the validity of subscription events, and ensuring that they cannot be overridden by mistake.
See also:
- Force opt-in
- Subscription timestamps
- Campaign performance: Subscribers report
- Retrieve contacts that unsubscribed using their email client (via API)
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