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Once the user submits their email and/or mobile number, Gocertify will send this data to the customer’s Ometria account, and will create a Customer, subscribed to Email and/or SMS (according to the setup with gocertify).After that screen, when the user successfully verifies as a target group (student, healthcare, senior, etc) a “Custom Event” (named “gocertify”) will be triggered, including the details of the verification.With this data, you will be able to generate segments based on these events.See also:Ometria’s Gocertify launch guide +
To set up Ometria you will need to share your Ometria API key with the Gocertify team.
Show step by step tutorial
1
Access project settings
Log into your Ometria account and in the top right corner, click on your account name and then “Settings”.
2
Add new API key
In the navigation menu, click on “API keys” and then “Add new API key”.
3
Name your API key
Add a name for this new API key, we recommend using “gocertify” or “gocertify integration”
4
Share with Gocertify
Go to onetimesecret.com and paste the new generated API key there. Even if it’s not required, we encourage you to also add a random “Passphrase”. This will generate a secret link that will expire within 7 days and will be visible only once.
Share this link with your Customer Success Manager, and we will enable your integration.
Before you are able to see this information in your Ometria account, you will need to ask your Customer Success (at Ometria) to setup this Custom Event. Note that this can take up to 1 week.
Once set up, the data will appear in your Ometria account as a Custom Event, with the name “gocertify”:
Example of a Gocertify event in Ometria
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[{ "@type": "custom_event", event_type: "gocertify", id: "gcme-ABCD1234", timestamp: Time.now.iso8601, identity_email: "gustavo@gocertify.me", properties: { type: "Code", // ← it could be "Code" or "Deal" group_type: "Occupation", // ← might not be present group_parent: "Key Worker", // ← might not be present group_child: "NHS Worker", // ← might not be present coupon_code: "EXAMPLECODE", // ← might not be present if it's a "Deal" type. token: "ABCD1234" // ← our internal randomly generated identifier brand_slug: "amazon", // ← the identifier of the customer campaign_id: 1234, // ← the gocertify's campaign's identifier campaign_title: "20% OFF for Key Workers", // ← the title of the campaign campaign_url: "https://secure.gocertify.me/at/amazon", // ← the url of our campaign iframe_parent_url: "https://www.customer-website/keyworkers", // ← might not be present date: Time.now.iso8601 // ← the current date, in iso8601 format. } }]
Once the Ometria team has enabled our Custom Event in your account, you will be able to create specific segments.Go to the Segment Explorer menu and then click on “Filter customers”. Now, click on “+ Add Condition”, browse to the end of the list and select “Custom Events”, now you should see a “gocertify” item.
Please note that if you don’t see this event there, it means your Customer Success at Ometria hasn’t enabled the event yet.
Once you selected “gocertify”, you will see many different options to create a condition. The simplest one is “Event occurred”. Use this one (that is present) to filter every customer that has been verified or claimed a general offer through gocertify.If you want to create a segment for each group we currently verify, you can then use the “Group Type”, “Group Parent” or “Group Child” attributes, according to this table of groups. For example:
Assistant
Responses are generated using AI and may contain mistakes.