Ometria

Step-by-step guide to set up Ometria as a destination in RudderStack.

Ometria is a customer data and marketing platform. It leverages AI-powered insights and cross-channel marketing to help you create personalized experiences for your customers throughout their product journey.

RudderStack supports Ometria as a destination to which you can seamlessly send your customer data.

Getting Started

Before configuring Ometria as a destination in RudderStack, verify if the source platform is supported by Ometria by referring to the table below:

Connection Mode	Web	Mobile	Server
Device mode	-	-	-
Cloud mode	Supported	Supported	Supported

To know more about the difference between Cloud mode and Device mode in RudderStack, read the RudderStack connection modes guide.

Once you have confirmed that your source platform supports sending events to Ometria, follow these steps:

• From your RudderStack dashboard, add the source. From the list of destinations, select Ometria.

• Assign a name to the destination and click on Next. You should then see the following screen:

Ometria

Connection Settings

This section details the connection settings required to configure Ometria as a destination in RudderStack.

• Enter your Ometria API Token.

To get the Ometria API token, go to your your Ometria dashboard and navigate to Settings - API Keys. Then, click on New API Key.

• Under Contact Settings, you can choose the Marketing Optin status from the dropdown list. By default, it is set to Explicitly Opted Out. The different options are:

  • Explicitly Opted In: The customer is eligible for marketing

  • Explicitly Opted Out: The customer is not eligible for marketing

  • Not Specified: No option is specified

You can also pass this value in the identify call - refer to the Identify section below for more details. Note that the value set via the identify call will have a higher precedence.

• Under SMS Channel Settings, you can enable Allow Marketing. This setting determines whether the contact is opted in or out for SMS marketing. By default, it is disabled.

• Allow Transactional: Enabling or disabling this setting determines if the contact is opted in or out for transactional SMSes. By default, it is disabled.

You can additionally set the values for Allow Marketing and Allow Transactional via the identify call - refer to the Identify section below for more details. Note that the value set via the identify call will have a higher precedence.

• Finally, click on Next. Ometria will now be enabled as a destination in RudderStack.

Identify

The identify call lets you add a new contact or update an already existing contact in Ometria.

Note that listingId and email fields are the mandatory fields for the identify call.

For more information on the identify call, refer to the RudderStack Events Specification guide.

You can set the values for the Marketing Optin, Allow Marketing, and Allow Transactional fields from RudderStack dashboard. You can also send these values using an integrations object in the identify event payload, which will have higher precedence. The SMS channel fields dt_updated_marketing and dt_updated_transactional can also be passed using this object.

The listingId is the ID specific to a contact in a particular Ometria collection. Note that the listingId specified in the integrations object will have a higher precedence than the one present in the traits.

A sample identify call is as shown:

rudderanalytics.identify(
  "userId",
  {
    listingId: "listingId123",
    email: "[e-mail]",
    firstName: "Demo",
    lastName: "Example",
    phoneNumber: "[phone]",
    custom_fields: {
      field1: "val1",
    }
  },
  {
    integrations: {
      Ometria: {
        marketingOptin: "EXPLICITLY_OPTEDIN",
        allow_marketing: true,
        allow_transactional: true,
      }
    }
  }
);

A few things to keep in mind while making the identify call:

• The phoneNumber field must follow the E.164 format. Otherwise, it will be set to null.

• The custom_fields are mapped to the properties and will be the used in the track call too.

• If custom_fields is not provided, then RudderStack will create that object with extra fields. Note that these fields must be different from the ones mentioned in the mapping list mentioned in the Identify Mapping section below, i.e, the non-default fields.

• Inside the integrations object, you can additionally send two timestamps - dt_updated_marketing and dt_updated_transactional. These timestamps must follow the ISO-8601 format.

Identify Mapping

The following table includes all identify fields with their relative mapping to the Ometria fields:

RudderStack Field	Ometria Field
userId / anonymousId	customer_id
email	email
listingId	id
firstName/first_name/firstname	firstname
middleName/ middle_name / middlename	middlename
lastName/last_name/lastname	lastname
phoneNumber	phone_number
collection	@collection
prefix	prefix
dateOfBirth	date_of_birth
countryId	country_id
timezone	timezone
timestampAcquired	timestamp_acquired
timestampSubscribed	timestamp_subscribed
timestampUnsubscribed	timestamp_unsubscribed
storeIds	store_ids
gender	gender
removeFromLists	@remove_from_lists
addToLists	@add_to_lists
custom_fields	properties
forceOptin	@force_optin
merge	@merge

In addition to the above fields, the customer name can also be sent using the name field. If the name consists of two words, then firstname and lastname will be automatically set.

Track

The track call lets you send custom events to Ometria. Note that track also supports the E-Commerce events and sends them using the Ometria Order Object.

Note that userId and email are the mandatory fields for the track call. event_id is required for custom events. If not provided, RudderStack will populate the field with messageId.

A sample track call for a custom event is as shown:

rudderanalytics.track("Sample Event", {
  event_id: "sample123",
  timestamp: "2017-05-01T14:00:00Z",
  profile_id: "sample",
  custom_fields: {
    field1: "val1",
  },
});

A few things to note:

• The event name must be provided in the track call.

• The custom_fields property is mapped to the properties object in Ometria. If it is not provided, the non-default Ometria fields will be taken as custom fields.

• The timestamp field follows the ISO-8601 format. If it is not specified in the correct format, the call will be dropped - i.e., not be sent to Ometria.

Ometria Custom Event

The following table includes all the RudderStack fields set as custom events in the track call, with their relative mapping to the Ometria fields:

RudderStack Field	Ometria Field
event_id	id
timestamp	timestamp
custom_fields	properties
profile_id	profile_id
email	identity_email
userId / anonymousId	identity_account_id

E-Commerce Events

The track call also lets you record order-related information like order_id, grandtotal, timestamp, currency, etc.

RudderStack will create a customer object with userId, email, firstname and lastname from context.traits.

Note that order_id, timestamp, grand_total and currency are the mandatory fields for the orders event, while userId and email are required for customer object. You can pass email either via the identify call or the track call's properties.

The supported order E-Commerce events are as listed below:

• order completed / complete/ order complete

• order shipped / shipped

• order pending / pending

A sample track call for an E-Commerce order event is as shown:

rudderanalytics.track("order completed", {
  order_id: "order1",
  timestamp: "2017-05-01T14:00:00Z",
  currency: "usd",
  grand_total: 1,
  field1: "val1",
  products: [
    {
      product_id: "prod123",
      quantity: 4,
      subtotal: 10,
      variant_options:[
        {
          type: "size",
          id: "newid",
          label: "5"
        }
      ]
    }
  ]
});

A few things to note:

• Ometria requires the currency field to follow the ISO 4217 format. If it is invalid, the event will be dropped.

• If custom_fields is not provided, the non-default fields are taken as custom fields. In the above example, field1 will be mapped as a custom_fields.

• The products field is not mandatory. However, if provided, each object should contain product_id, quantity, and either subtotal or unit_price. If either of these fields are absent, then that object will be dropped and the track call will be made.

• RudderStack will set the status field according to the event name. For instance, if event name is order pending status will be set to pending.

• The field is_valid is always set to true. For more information on how to use this field, refer to this example.

Track Orders Mapping

The following table includes all the fields in track call for E-Commerce orders, with their relative mapping to the Ometria fields:

RudderStack Field	Ometria Field
order_id	id
timestamp	timestamp
grand_total	grand_total
subtotal	subtotal
discount	discount
shipping	shipping
tax	tax
currency	currency
web_id	web_id
ip_address	ip_address
channel	channel
store	store
payment_method	payment_method
shipping_method	shipping_method
shipping_address	shipping_address
billing_address	billing_address
coupon_code	coupon_code
custom_fields	properties
products	lineitems

shipping_address and billing_address should be an object.

Note that products is an array of objects. Every object in this array can contain the following fields:

RudderStack Field	Ometria Field
product_id	product_id
variant_id	variant_id
quantity	quantity
sku	sku
unit_price	unit_price
quantity_refunded	quantity_refunded
refunded	refunded
subtotal	subtotal
tax	tax
total	total
discount	discount
is_on_sale	is_on_sale
totals	totals
properties	properties
variant_options	variant_options

Note that variant_options listed above is an array of objects. It is not a mandatory field. However, if provided, each object in this array must contain the following fields:

RudderStack Field	Ometria Field
id	id
type	type
label	label

FAQ

How do I get the Ometria API Key?

To get the Ometria API token, go to your your Ometria dashboard and navigate to Settings - API Keys. Then, click on New API Key.

Contact Us

If you come across any issues while configuring or using Ometria with RudderStack, you can contact us or start a conversation in our Slack community.