Ometria Customer Success Monthly Digest

Hey there, it’s Liam and Reece here from the Customer Success team, with some of our highlights from the past month. Hit 'reply' to get in touch with any questions!

As we clear our decorations and brush away the pine needles, our favourite New Year’s tradition at Ometria is to open up the last present we’ve been saving under the tree - our New Year’s roadmap.

Our Q1 2022 roadmap is bursting with tools that marketing teams can utilise to create experiences their customers will love, so much so that this monthly digest can only cover a snip of them. Here’s a few highlights we are particularly excited about:

1) Status page with live stats and issue updates

To make your Ometria experience as transparent as possible, we are launching a new status page to act as the single go-to place to find the live status of our systems and view updates about any ongoing issues.

2) Expanded automation campaign export

We’re giving you more granular options so you can tailor the automation reports you export. As well as UX improvements, we’re building the possibility of exporting data broken down by time units, node levels, or campaign versions to better compare daily performance across campaigns.

3) Facebook leads integration

An out-of-the-box integration to connect Facebook Lead Ads and Ometria. From this, you will be able to trigger welcome campaigns and segment by sign up source, track any new Facebook Leads subscriber’s behaviour and increase personalisation in your broadcast campaigns.

4) Yotpo Loyalty & Product Reviews integration

We are developing our Yotpo integration so that you can use product reviews in your emails and orchestrate Yotpo loyalty programme campaigns in Ometria. We see this feature as a huge value add helping you to :

Boost email engagement metrics
Increase revenue and trust
Drive customer satisfaction and Life Time Value

To find out more about our roadmap items please get in touch with your CSM.

3 steps to tracking customer attributes over time

It can be useful to understand how your contact base is changing over time and historically report on certain customer attributes which are pertinent to your business. If we take Lifecycle Status as an example, we can begin to track the number of contacts in these cohorts and later report on them using Segment Evolution.

First… set up a dynamic segment for each Lifecycle Stage e.g Lead

Next, to access the segment evolution report for any of your saved segments

Go to: Customer > Segment explorer > select a saved segment from the dropdown > Segment evolution

Or, go to: Customer > Saved segments > choose a segment from the list and select the View dropdown > Evolution

Finally, Choose to view the evolution of your segments by Day, Week or Month

You can set your date ranges for reporting at the top right hand side of this screen. Select any of the pre-configured date ranges from the drop-down, or choose Custom Range to bring up the calendar tool and set your own range.

Campaign close-up

The close of 2021 saw yearly wrap ups in vogue. Its year in review model, once confined to music streaming tools, is now popping up in every B2C market imaginable. The spotify mainstay even went shopify, with a number of ecommerce providers getting in on the action. One of the retailers to utilise this was our very own Mori, who put their own spin on the concept by sending out a broadcast to celebrate responses to their Celebration of Kindness campaign.

Mori encourages their contacts to make pledges of kindness throughout the year, with their focus on building a community that strives to be kinder to our planet, others and themselves.

They utilised a broadcast email to give an insight into the 25,000+ responses they received to their campaign. The execution of the campaign matched the quality of the concept, with a heart-touching hero image of two children embracing followed by a gif of the most used words in 2021’s kindness pledges. Scrollers were then met with the most used emojis and opening words of respondents, before some of Mori’s hand picked responses.

A beautiful email, a pure purpose and an innovative Ometria use case? It's hard to imagine a kinder gift that Mori could have given our Customer Success Team.