NMI

SegMetrics integrates with NMI (Network Merchants Integration) to analyze your marketing campaign performance by connecting payment processing data with other marketing data sources. Segment your data into leads, find automation triggers that convert to customers, and understand where your most valuable leads are coming from.

NMI Integration Overview

NMI's sales data flows seamlessly into SegMetrics, enabling long-term ROI tracking from paid ads and advanced attribution to purchases. The integration allows for sophisticated segmentation and automations based on checkout behavior.

Key benefits include:

• Automatic payment data integration via API connection
• Email-based matching between NMI transactions and CRM contacts
• Advanced segmentation based on purchase behavior
• Long-term attribution tracking from marketing touchpoints to revenue
• No tracking pixel required for revenue attribution

Important Note: Customer emails must match exactly between NMI and your CRM for purchases to display correctly in SegMetrics.

How to Connect NMI to SegMetrics

Step 1: Access Integrations

1. Click the gear icon in the top right corner of SegMetrics
2. Select "Integrations" from the menu

Step 2: Find NMI Integration

You can locate the NMI integration in three ways:

1. Select the Payment Processing list and find NMI there
2. Search "NMI" in the search bar
3. Scroll through all integrations (listed alphabetically) to find NMI

Step 3: Configure Connection

1. Click the NMI integration to open the connection window
2. Name your NMI integration for easy identification
3. Follow the prompts to get your API Security Key from your NMI merchant control panel
4. Navigate to Settings > Security Keys in your NMI account to generate a new key
5. Enter your API Security Key in SegMetrics
6. Click the blue "Connect NMI" button

Step 4: Complete OAuth Authorization

The activation window will prompt you to connect through OAuth to complete the integration setup.

Understanding Available Data in SegMetrics Reports

Since NMI is a revenue integration, understanding how customer and revenue data appears in different reports is crucial:

Acquisition Report → Shows revenue and customers from NEW customers only. Revenue attributed to their initial acquisition touchpoints, regardless of when they first became a lead.

Advertisement Report → This is for analyzing the effectiveness of your paid ads. This will show cost per lead, cost to acquire customer, and ROAS.

Nurture Report → Displays revenue from customers based on their engagement with nurture sequences, tags, and list activities. Focuses on how nurture activities influence purchase behavior.

Engagement Report → Shows revenue only from leads/customers who visited your website during the selected date range. Revenue is attributed to their website engagement activities.

Orders Report → Displays ALL revenue regardless of customer status or website activity. This provides the complete view of all transactions processed through NMI.

Subscriptions Report → Tracks recurring revenue and subscription-based transactions processed through NMI, including renewals and cancellations.

Historical Data Sync

When you first connect NMI, all historical transaction data from your account syncs automatically. SegMetrics stores this data in its own database, allowing for accumulation of more comprehensive historical reporting as additional sync cycles occur over time.

Pro Tip: The API connection enables SegMetrics to pull invoice data with customer emails, which are then matched with your CRM contacts to provide complete attribution from marketing touchpoint to revenue.

Frequently Asked Questions

Q: What timezone is NMI data synced in?

A: NMI data syncs in UTC. SegMetrics displays reports based on the timezone set in your Account Settings.

Q: Do I need the tracking pixel to get NMI revenue data?

A: No, you don't need tracking links or pixels for SegMetrics to track website purchases from NMI. The API connection handles all revenue tracking.

Q: How does SegMetrics show accurate revenue without a pixel?

A: SegMetrics uses its API connection with NMI to pull invoice data. These invoices contain customer emails that are matched with emails from your CRM, allowing attribution of every dollar to a specific person and product.

Q: What happens if customer emails don't match between NMI and my CRM?

A: If customer emails are different in NMI compared to your CRM, their purchase/revenue data will not display within SegMetrics. Email matching is required for proper attribution.

Q: Can I use multiple payment processors with SegMetrics?

A: Yes, but if you have multiple payment processors, we recommend designating whichever can serve as your single source of truth for the most accurate reporting.