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Validating your SMS subscription data for Attentive

Louise
  • Updated

Before sending Ometria data to Attentive, you'll want to make sure that your contact data in Ometria and Attentive is as closely aligned as possible.

This article explains how to update your contacts' SMS marketing preferences:

  • In Ometria, using Attentive data as the source of truth, or;
  • in Attentive, using Ometria data as the source of truth.

Speak to your Customer Success Representative about which method is right for you.

Note: This article is for users who already have an account with Attentive and want to set up a segment or subscription sync with Ometria. If you're new to Attentive and don't have any contacts captured in Attentive yet, then you don't need to follow this guide.

Export your contacts from Attentive

Get in touch with your Attentive CSM and request an export of your entire database with the following fields: 

  • Email - this is a mandatory field in Ometria; contacts without email addresses won't be ingested.
  • Phone number 
  • SMS marketing opt-in (true/false)
  • SMS marketing opt-in timestamp 
  • First name (if available) 

Format your CSV file using this template.

Use the following formula to quickly re-format your dates:

=TEXT(A1,"yyyy-mm-ddThh:MM:ss")

Next, log into Ometria and go to Settings > Contact upload.

Select your formatted CSV file and complete the rest of the fields:

Field Description
Add contacts to static segment? Either select 
  • No, or 
  • Add contacts to a new static segment called 'Attentive database'.
Merge mode Select Only overwrite fields where a non-empty cell is provided to make sure your existing data isn't overwritten.
Email and SMS Subscription mode Select Unchanged to make sure that the email subscription statuses of the contacts in your CSV file stay the same.

Finally, select the two data protection boxes before clicking Upload.

Screenshot_2022-07-11_at_10.17.37.png

Once you've uploaded the file, let your Customer Success Representative know so that they can give you access to the Attentive audience sync connection.

CSV upload template

The CSV file is a template you can use to guide your formatting.

We've also included an XLXS file with tabs and a VLOOKUP function in column A to help you consolidate your data.

Export your contacts from Ometria

In Ometria, go to the Segment explorer and select the following columns:

  • Name
  • Email
  • Phone number
  • Accepts SMS marketing
  • Subscription updated (SMS)

Select Export.

Note: If you can't see the Export button, you may not have the correct permissions to perform this task.

See also: How to export segments

Once the file has been generated, download it and send it to your Attentive CSM. 

The Attentive CSM can upload the CSV to Attentive for you. 

No additional formatting is required.

 

 

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