Setting up an Attentive audience sync

You can sync your contacts and segments in Ometria with Attentive and use them to power your SMS campaigns.

This means you can maintain a consistent customer experience across your email and SMS marketing channels. 

The sync is real-time and updates Attentive every time there is a change to a synced segment, so any contacts who enter or exit your Ometria segment will also be added or removed from your Attentive segment. 

If you have multiple accounts with Ometria, you can sync as many of them as you like with your Attentive account.

See also: Disabling the Attentive audience sync

Before you begin

Set up an Attentive account if you don't have one - contact your Customer Success Representative if you would like to be introduced to Attentive directly. 

You also need to set up an Attentive integration in Ometria before you can set up an audience sync.

Your Customer Success Representative will need to switch this feature on for your account in Ometria's backend, so let them know once you're ready to get started.

Which details are synced?

Ometria passes the following contact data fields to Attentive via the customer sync:

Setting up your audience sync with Attentive

Follow the steps below, or refer to this video guide:

Contact your Attentive CSM and request a sign-up method ID for the segment you are looking to sync.

Next, log into Ometria and go to Settings > Connections:

Click Add new connection, then select the Attentive audience sync tile:

The Add connection screen displays:

Complete both fields:

Click Connect to Attentive to trigger the authentication flow.

Sign into Attentive when prompted, then select Authorize.

Once the authentication is successful, go back to the Add connection screen and immediately click Create connection.

Syncing your segments with Attentive

Once your connection is active you can start syncing your segments by clicking on the Add segments dropdown: 

Click the + button against the segments you want to sync with Attentive:

You can also sync segments directly from the Saved segments page using the Sync option.

Use cases

Broadcast SMS campaigns 

Increase your conversion rate by following up with those contacts who have clicked through the email but haven’t made a purchase since. 

Create a dynamic segment with the following conditions: 

• Interacted with a specific broadcast campaign - clicked - [select the campaigns you want to target]

AND

• Date of last order - before (relative) - 7 days ago 

AND

• Accepts SMS marketing - which is - opted in

Select Save as new segment and select the Dynamic segment type:

Push segments into Attentive 

This follow up strategy can be used for campaigns where the contact would get a clear actionable value, e.g.:

• Big sale e.g. summer sale, winter sale
• New product launch 
• Early Access (VIP)
• Surveys

Segment by category 

Follow up an email campaign with a relevant SMS nudge.

For example, if you send a sale email segmented by category, you can follow up with an SMS with offers in that same category, e.g. 50% off dresses vs. 50% off tops.

Create a dynamic segment with the following conditions per category: 

• Received specific broadcast campaign variant - is - [select the campaign you want to target, e.g. purchased dresses]

AND

• Interacted with a specific broadcast campaign - clicked - [select the campaigns you want to target]

AND

• Date of last order - before (relative) - 7 days ago 

AND

• Accepts SMS marketing - which is - opted in

Segment by loyalty tier

If you've segmented your email campaign into leads / vips / everyone else, you can send a follow up SMS with the same messaging, e.g. "get your first order with 10% off" , "as a VIP you get first access to our new product launching tomorrow", "check out our top sellers this week", etc.

Create one dynamic segment with the following conditions per loyalty tier: 

• Received specific broadcast campaign variant - is - [select the campaign you want to target, e.g. Leads, VIPs, etc.]

AND

• Interacted with a specific broadcast campaign - clicked - [select the campaigns you want to target]

AND

• Date of last order - before (relative) - 7 days ago 

AND

• Accepts SMS marketing - which is - opted in

Automation SMS campaigns 

Increase the conversion rates of your automation campaigns by syncing contacts who haven’t converted via email with Attentive, or extend your reach to those contacts who are only opted-in to SMS. 

Use a follow-up condition to your campaigns which adds contacts to a static segment (e.g. “Abandoned basket - not converted”) if they don't interact with your email (e.g. contacts that haven't clicked on the email).

Next, add a 24 hour wait node to allow the data in Ometria to sync with Attentive, then include a Remove from static list action after that:

You can use this strategy for any of your Ometria automation campaigns to make sure you provide a consistent approach and have control over the number of messages you send to your contacts:

• Abandoned basket 
• Abandoned browse 
• Birthday campaigns 
• Lapsed and at-risk campaigns 
• Post-purchase campaigns 

SMS only subscribers 

Put together a different marketing strategy for contacts who are only opted-in to SMS (and not email). 

Create a dynamic segment with the following conditions:

• Accepts SMS marketing - which is - opted-in

AND

• Accepts email marketing - which is - opted-out

AND

• Accepts push notifications - which is opted-out

Save this segment and sync it with Attentive.

You can use this segment in the cohort report to track how many of your SMS-only contacts have become repeat customers since they were acquired:

You can also use this data to trigger win-back (AKA reactivation) campaigns - just include the Add to static list action at the end of your win-back campaign flow and sync the resulting segment with Attentive.

You can then follow up with an SMS with a time-limited offer to try and get the contacts re-engaged.

Birthday campaigns

Create an automation campaign to trigger an email or SMS on a contact's birthday.

Set up the following campaign:

 Opted-in to email and SMS only

Filter contacts who are only subscribed to SMS and email marketing:

• Accepts SMS marketing - which is - opted-in

AND

• Accepts email marketing - which is - opted-in

Apply the filter, then add a send email action with your initial email campaign template.

Next, include a wait node of seven days, so that the SMS will be sent on the contact's birthday, then use a follow up condition to add contacts who didn't place an order after receiving the email to a static list synced with Attentive - e.g. "Birthday campaign email - no conversion".

Add another wait node for 24 hours, then add a Remove from static list action to remove contacts from the "Birthday campaign email - no conversion" segment. This final step will make sure your contacts enter the campaign again next year.

Opted-in to email only

Filter contacts who are only subscribed to email marketing:

Apply the filter, then add a send email action with your initial email campaign template.

Next, include a follow up condition to send a second email to contacts who didn't place an order after receiving the first email.

Add a second send email action with the follow-up email template:

Opted-in to SMS only

Filter contacts who are only subscribed to SMS marketing by using the segment described above called  “SMS only subscribers”:

Apply the filter, then add a send email action with your initial email campaign template.

Next, include a wait node of seven days, so that the SMS will be sent on the contact's birthday, then use a follow up condition to add contacts who didn't place an order after receiving the email to a static list synced with Attentive - e.g. "Birthday campaign - only SMS subscribers".

Add a wait node for 24 hours, then add a Remove from static list action to remove contacts from the "Birthday campaign - only SMS subscribers" segment. This final step will make sure your contacts enter the campaign again next year.

The final birthday campaign flow should look like this: