Account migration guide – Ometria Help Centre

This guide explains how to transfer your templates and segments from an old Ometria account into a new one; how to replicate your campaigns and how to set up your coupon pools to sync into your brand new account.

If you have any questions, please raise a support request or contact your Technical Project Manager.

Transfer your master templates

In your old Ometria account, go to: Campaigns > Templates > Broadcast

Select 'Master templates' from the Show: dropdown menu.

Click Edit on the template you want to transfer and copy the entire HTML code (ctrl+A > ctrl+C)

Next, log into your new account and go to: Campaigns > Templates > Broadcast

Click on the arrow next to Create new template and select 'Create new master template':

Note: It is essential you add the HTML code as a master template or the transfer won't work.

Paste the HTML code then click SAVE & PUBLISH.

Repeat for all of your broadcast templates and then for your automation and transactional HTML templates.

Add your image assets

Upload your images and logos to the Asset manager in your new Ometria account.

Build your templates

Once you've transferred your master templates and uploaded your assets, you can start building your templates in your new account.

Transfer your segments

Transfer static segments and segments based on email engagement or browsing history

In your old account, follow the steps for How to export segments.

Update the exported file in line with our guide for CSV upload and then import it into your new account.

Note: When importing your segments, be careful to maintain your contacts' current subscriber statuses. Always select Unchanged in the Subscription mode panel.

Transfer dynamic segments (not based on email engagement or browsing behaviour)

To do this you'll need to recreate the segments manually in your new account using the Customer filter in Segment explorer.

Deliverability tips

To make sure you're in a strong position for your campaigns, we recommend that you create the following segments in your new account:

0-3 months engaged (opens and clicks)
3-6 months engaged (opens and clicks)
6-9 months engaged (opens and clicks)
9-12 months engaged (opens and clicks)

By using these segments you can generally continue to remove unengaged contacts as you send from your new account.

Set up your coupon pools

You'll need to duplicate the set up of your coupon pools in your old account into your new account.

See: Coupon codes

Setting up your synced segments

First disable the syncs in your old account.

Go to Saved segments and select Sync from the down arrow next to the View button. Disable the sync:

Next you'll need to set up new syncs in your new account.

See:

Replicate your campaigns

You'll need to duplicate the setup of your automation campaigns in your old account, into your new account.

We recommend using two screens with an account on each, and copying the set up accordingly.

You'll need to transfer your templates, segments, coupon pools and syncs into your new account before you can start building automation campaigns.

Check your email settings

In your new account, go to Settings > Email settings and check the following:

From name
From email address
Default tracking
Frequency capping