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Ometria integration

Connect Ometria to Rivo to sync loyalty data onto your Ometria contact profiles

Written by Ana Rincon

Ometria and Rivo integration explained

Our integration pushes Rivo loyalty data onto your Ometria contact profiles, so you can use points balance, store credit, VIP tier, referral URL, and date of birth for segmentation and personalization in your Ometria emails.

✨ The Ometria integration is available on all paid plans.


What does the integration do?

  • Adds Rivo loyalty properties to your Ometria contact profiles

  • Enhance program emails with customer

  • Create customer segments based on any Rivo property.

Rivo properties

The following Rivo properties are pushed onto each Ometria contact:

Property

Description

rivoPointsBalance

Customer's current Rivo points balance (e.g. 100)

rivoStoreCredit

Customer's current store credit balance (e.g. 10.00)

rivoLoyaltyStatus

Customer's loyalty status (e.g. member)

rivoReferralUrl

Customer's unique referral URL (e.g. https://example.com?referral_code=X)

rivoDateOfBirth

Customer's date of birth, when captured (e.g. 1940-MM-DD)

rivoVipTierName

Customer's current VIP tier name. Only synced if the VIP Tiers program is enabled (e.g. Gold)


How to connect Rivo with Ometria

Pre-requisites

  • You'll need an Ometria private API key.

πŸ’‘ Learn more: Creating a new API key | Ometria.

Setup guide

  1. From your Rivo Dashboard, go to Integrations

  2. In the Email & SMS Marketing section, click Ometria

  3. Paste your Ometria private API key into the API Key field

  4. Click Save

  5. Turn the integration switch to ON. Once enabled, new and updated customer profiles will sync to Ometria automatically.

Syncing your existing customers

When you first turn the integration on, you can backfill your existing customer base into Ometria:

  1. On the Ometria integration page, click Sync Customers

  2. Confirm the prompt to queue the sync.

πŸ’‘ Tip: Customers are kept up to date automatically once the integration is on. The manual button is mainly for the initial backfill. You can only trigger a manual sync once per hour.

Important considerations

  • A single API key gives full access to whatever endpoints your Ometria account is provisioned. However, the user generating the key needs Administrator access in Ometria (or a custom role with the "API Keys" permission)

  • If there's an invalid API credentials error when saving, double-check that the key was copied from Ometria without extra spaces, and that it's a private API key (not a public/JS key).


Disconnecting the integration

  1. From the Ometria integration page, click Remove integration

  2. Make sure the API key is cleared and the integration status is disabled. This stops new data from being sent to Ometria.


Common questions

How quickly do changes show up in Ometria?
Updates typically appear in Ometria within a minute. For a one-off catch-up of every eligible customer, use the manual "Sync Customers" button (subject to a 1-hour cooldown).

How are customers matched between Rivo and Ometria?
Contacts are matched by email address. If the email is missing for a customer, no profile will be updated.

What date format is rivoDateOfBirth in?
It's an ISO 8601 date string in the format YYYY-MM-DD, with a placeholder year of 1940 (e.g. 1940-03-15 for someone born on March 15). Rivo only stores the month and day.

Is rivoVipTierName always populated?
No. It's only synced if the VIP Tiers program is enabled in the store. For stores without VIP tiers, this property will be absent or empty on the Ometria contact.

Does the integration sync historical/past customers?

Yes. Please use the "Sync Customers" button on the Ometria integration page to backfill all eligible existing customers. After that, new and updated profiles flow through automatically.

Which plans are this integration available on?
The Ometria integration is available on all paid Rivo plans.

Can the integration be paused without disconnecting?
Yes. Toggle the integration switch OFF on the Ometria integration page. Your API key is retained, and you can re-enable it at any time without re-entering credentials. To fully remove credentials, click "Remove integration".

Does the integration push Rivo events (points earned, redeemed, etc.) into Ometria?
No. The integration is profile-attribute-oly. However, you can still build segments and trigger campaigns off the synced properties (e.g. "VIP tier = Gold" or "points balance > 500").

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