How To Connect NMI
SegMetrics gives you the ability to analyze your marketing campaign performance by connecting NMI (Network Merchants Integration) with other data sources.
With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!
In This Article
- NMI Integration Overview
- How to connect NMI to SegMetrics
- How to Connect Payment Information to CRM Contacts
- How much historical data is synced when you first connect NMI to SegMetrics?
- How to build a Report with NMI
- Frequently asked questions/Gotchas
NMI Integration Overview
NMI's sales data flows seamlessly into SegMetrics, allowing for long-term ROI tracking from paid ads and long-term attribution to purchase.
The integration enables advanced segmentation and automations based on checkout behavior.
SegMetrics takes the spend from your ad platforms and purchases from NMI then connects them to the email addresses in your CRM.
You don't need to import the orders or tag people in a special way: they just need to be in NMI and CRM!
Important note. If a customer email is different in NMI that what’s in your CRM their purchase/revenue will not be displayed within SegMetrics
Connecting NMI to SegMetrics
1) Click on the gear icon in the top right corner and then click "Integrations"
2) Once you're on the Integrations page, you can find the NMI integration one of three ways. Select the Payments processing list and find it there, search NMI in the search bar, or scroll down through all the integrations (they’re listed in alphabetical order) and click the NMI integration
3) This will open the connection window. Name your NMI integration, follow step 2 to get the API key from NMI, then click the blue Connect NMI button.
4) This will open the Activation window, which is where you will be prompted to connect through OAuth to SegMetrics.
How to Connect Payment Information to CRM Contacts
There is nothing left to do: SegMetrics will match the email addresses in NMI with those in your CRM and connect the payment data automatically.
But, if you have more than one payment processor we recommend using whichever can act as the single source of truth.
How much historical data is synced when you first connect NMI to SegMetrics?
When you connect a new NMI data source, all historical data from your NMI account is synced.
Pro Tip: Once NMI is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical NMI data in your SegMetrics reports.
How to build a Report using NMI data
Once your data is imported from NMI, you can create reports with the data to see how each touchpoint influences your sales.
1) Go to conversions on the left navigation bar. Then click Orders.
2) Select your desired filters based on dates, tags and touchpoints
3) Save it for later use or to use the data in a custom dashboard
Frequently Asked Questions
Q: What time zone is NMI data synced in?
A: NMI data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.
Q: Do I need the tracking pixel to get the data found in my NMI account?
A: You do not need to create a Tracking Link or add our tracking pixel for SegMetrics to track website purchases.
Q: If no pixel is needed how does SegMetrics show accurate revenue?
A: SegMetrics uses its API connection with NMI to pull in invoices. Within those invoices are emails that we connect and overlap with the emails we pull in from your CRM. This allows us to attribute every dollar to a person and product