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0-9Page: 2022 Release NotesKnowledge Base Home
Page: 2023 Release Notes
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Page: 2024 Release Notes
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APage: ABM Accelerator Suite – Data Append ServicesABM Accelerator Suite – Data Appends
Page: ABM Accelerator Suite – Data Appends
Knowledge Base Home If you are interested in the full accelerator suite tool kit, Please contact us at 312.312.2050 or clientsuccess@omeda.com mailto:clientsuccess@omeda.com for our pricing details. Get Started Now! Accelerate Your Advertisers’ Elevate yo
Page: Activate Authentication
Knowledge Base Home This API provides the ability to activate a user’s status code for the customer id and namespace. Summary This API provides the ability to activate a user’s status code for the customer id and namespace. Prior to using the Authenticati
Page: Add Authentication
Knowledge Base Home This API provides the ability to post a username and password to an existing customer for authentication. This can be used to capture the log in credentials to be used for logging into a gated site. Summary This API provides the abilit
Page: AdRoll
Knowledge Base Home
Page: AdRoll Event Based Audience – Integration Overview and Setup
Knowledge Base Home Overview AdRoll Event Based Audiences is the latest in a series of pixel-based integrations available to Omeda CDP (Olytics) clients. This integration connects the Omeda Olytics tracking with the AdRoll pixel, allowing you to target an
Page: AdRoll – Integration Description
Knowledge Base Home With this integration, you can fully customize your audiences in Audience Builder (OnQ) and then push them to AdRoll for Ad targeting. With this customization you can easily target groups such as: Customers that are due for magazine re
Page: ANALYTICS & REPORTING
Knowledge Base Home
Page: API & Web Services
Knowledge Base Home
Page: API Standard Constants and Codes
Knowledge Base Home Postal Address Data The following guidelines apply to handling data from our web service APIs that contain postal address information. Country Codes We use the ISO 3166-1 alpha-3 http://en.wikipedia.org/wiki/ISO_3166-1_alpha-3 set of c
Page: API Web Service Best Practices
Knowledge Base Home The API Implementation Process As powerful as APIs are to use, implementing them is a process. This is not as simple as just “plug and play”, and proper implementation of APIs involves testing both from your client team and Omeda’s tec
Page: API – Overview
Knowledge Base Home Customer Lookup The following APIs allow you to lookup various types of customer data on your database. Customer Lookup APIs Store Customer Info These services allow you to store customer and orders in your database. Store Customer Inf
Page: April 26, 2024
Knowledge Base Home Audience Builder Added “Expand” Option To Left-Hand-Side of Audience Builder User will now be able to expand the left-hand-side of Audience Builder using the new “Expand” button located at the top of the page. image-20240424-214047.png
Page: April 5, 2024
Knowledge Base Home Audience Builder “Salutation” Field Available in Audience Builder Field Library Users will now be able to query on the “Salutation” field in Audience Builder. image-20240419-181706.png Client Empowerment Tools Demographics and Database
Page: Assign Behavior
Knowledge Base Home The Assign Behavior API provides the ability to add or update behavior information for an existing customer. Summary The Assign Behavior API provides the ability to add or update behavior information for an existing customer. Note that
Page: Assign Behavior Bulk
Knowledge Base Home This API provides capabilities to create many Behaviors defined for a given brand to multiple customers. Summary This API provides capabilities to create many Behaviors defined for a given brand to multiple customers. For example, TODO
Page: Assign Behavior To Category
Knowledge Base Home This API provides the ability to assign a Behavior to a Behavior Category. Summary This API provides the ability to assign a Behavior to a Behavior Category. General Technical Requirements The following technical requirements apply to
Page: Audience Builder (OnQ)
Knowledge Base Home
Page: Audience Builder (OnQ) – Advanced Features
Knowledge Base Home Specialized Fields There are many specialized fields that can be added to your field library. These fields provide analysis of the information in your database to find answers to common questions. If you would like to use any of these
Page: Audience Builder (OnQ) – Date Field Definitions
Knowledge Base Home There are many date fields in Audience Builder that allow you to identify and segment your customers based on the date they took an action. If you are an Audience Builder Admin, use this User Guide to configure these different date fie
Page: Audience Builder (OnQ) – Match Evaluation
Knowledge Base Home Overview Match Evaluation gives you the ability to compare your query with another Audience Builder query (internal selection) or with a list of people (external CSV file). For example, if you purchase a list of people to which you wan
Page: Audience Builder (OnQ) – Query Result Outputs
Knowledge Base Home Output Overview Once you’ve created your queries, you can market to this targeted audience in a relevant way. You can email them using Email Builder or output them to a text file and send it to a telemarketer or list rental company. He
Page: Audience Builder – Admin User Guide
Knowledge Base Home Overview There are many setup and configurations that an Audience Builder Administrator can perform. For example, Configure the Audience Builder Library look and field Define which fields are available for output, match evaluation and
Page: Audience Builder – How To Query Customers
Knowledge Base Home Creating or Opening Your Query When you start Audience Builder, a new query will be automatically created. You can work on this query or open an existing query. To open a previously saved query, use the Query menu or click on the Open
Page: Audience Builder – Overview
Knowledge Base Home What is Audience Builder (OnQ)? Audience Builder (OnQ) is a query tool that allows you to segment customers for various reasons. The querying is really a means to an end where the end goal may be: Lower marketing costs by marketing to
Page: Audience Builder – Product Field Library
Knowledge Base Home Here are the definitions for all product-related fields that are commonly sorted under your ‘Product’ folders and sub-folders. Fields used exclusively for paid data are defined towards the bottom of this article. Activation Date – This
Page: Audience Data – Strategic Path To Growth (Video)
Knowledge Base Home https://youtu.be/1fjKE3gIvRc Table of Contents
Page: Audience Relationship Management (Video)
Knowledge Base Home https://youtu.be/7uL7jOtmY5s Table of Contents
Page: Audience Search (Customer View)
Knowledge Base Home
Page: Audience Search – Gift Subscription Management
Knowledge Base Home Gift Subscription Management A gift subscription includes a donor and a gift recipient. The donor does not need to subscribe to the product while the gift recipient receives the product subscription which is paid by the donor. To setup
Page: Audience Search – Group Subscription Management
Knowledge Base Home Group Subscription Management A group subscription provides access to a set number of authorized members, and allows a group administrator to manage the list of members. To manage group subscriptions, a group has to be set up in settin
Page: Audience Search – Other Updates
Knowledge Base Home Other Updates Deactivating a Customer Once a customer is deactivated, s/he may not be reactivated. Deactivation is used very rarely and it’s usually for when a customer requests to be removed completely or when you know it is a duplica
Page: Audience Search – Overview
Knowledge Base Home What is Audience Search? Audience Search (formerly called Customer View) is the application where you can easily search for customers to review and update his/her contact information, magazine and email subscriptions and order history,
Page: Audience Search – Searching Adding & Updating Customers
Knowledge Base Home Searching for Customers Select the Brand to look up the customer in. Select what way you are wanting to look the customer up. You can quickly search for any customer by entering the information in the search box. All search fields are
Page: Audience Search – Subscription Management
Knowledge Base Home Products Table If the customer has any product subscriptions (past or current), they will be listed in the Products table. This is where you can view the subscriptions details, review served issues history and add a new product subscri
Page: August 30, 2024
Knowledge Base Home Audience Builder SHA-256 Hashed Emails Now Available to Output SHA-256 hashing encrypts data into a secure, unreadable format. This is done by applying a cryptographic function to transform each email address into a unique, irreversibl
Page: August 9, 2024
Database Settings Clone Profiles Functionality On the Profile Management page, users now have the ability to clone existing profiles, streamlining the process of creating new profiles. This feature ensures that important details are preserved, making prof
Page: Authentication APIs
Knowledge Base Home
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BPage: Behavior Actions LookupKnowledge Base Home This API provides capabilities to retrieve Behavior “Actions” defined for a given brand. Summary This API provides capabilities to retrieve Behavior “Actions” defined for a given brand. General Technical Requirements The following tech
Page: Behavior Attribute Lookup by Customer Id
Knowledge Base Home The behavior attribute lookup API call returns all behavior attributes (regular and olytics) information for a specified customer, behavior, and date range. Summary The behavior attribute lookup API call returns all behavior attributes
Page: Behavior Categories Lookup
Knowledge Base Home This API provides capabilities to retrieve the Behavior Categories defined for a given brand. Summary This API provides capabilities to retrieve the Behavior Categories defined for a given brand. General Technical Requirements The foll
Page: Behavior Lookup
Knowledge Base Home This API provides capabilities to retrieve the Behaviors defined for a given brand. For example, you might use it to keep your marketing database at Omeda in sync with your content taxonomy category. Summary This API provides capabilit
Page: Behavior Lookup By Customer Id
Knowledge Base Home The behavior lookup API call returns behavior information for a specified customer. Behavior information can be requested for a specific behavior OR for behaviors associated with a specific product OR all behaviors Summary The behavior
Page: Behavior Lookup By Id
Knowledge Base Home This API provides capabilities to retrieve a single Behavior. You would use this service to look up a behavior using the Behavior Id. Summary This API provides capabilities to retrieve a single Behavior. You would use this service to l
Page: Behavior Lookup Grouped By Product
Knowledge Base Home This API provides capabilities to retrieve the Behaviors for the associated Brand grouped by Product. For example, you might use it to keep your marketing database at Omeda in sync with your content taxonomy category. Summary This API
Page: Behavior Promo Code Report
Knowledge Base Home User Interface Client – this will be auto populated with your organization. Brand – this is the brand that you wish to run the report on and is a required field. Begin Date – combined with End Date allows you to select a date range for
Page: Best Practices for Testing Forms
Knowledge Base Home Testing errors can be caused by a variety of factors that are not encountered in a real-world user experience. For most accurate testing, especially when you are having trouble with a particular form, be sure to follow the guidelines b
Page: BlueConic – Integration Description & Setup
Knowledge Base Home This integration allows you to access the data captured in your Omeda audience database and push it into BlueConic so that you can build out robust customer profiles. You can then take your customized BlueConic profiles and share them
Page: Brand Comprehensive Lookup Service
Knowledge Base Home This API provides capabilities to retrieve information about a single brand, including its defined products, demographics, deployment types, and other cross referencing information. This service is useful for building your own data map
Page: Brand Group Lookup
Knowledge Base Home This API provides capabilities to retrieve the Information defined for a given GroupId. Summary This API provides capabilities to retrieve the Information defined for a given GroupId. General Technical Requirements The following techni
Page: Brand Lookup APIs
Knowledge Base Home
Page: Brand Promotions By Promo Code
Knowledge Base Home This API provides capabilities to retrieve information about a single Brand’s Promotions. Including the Promotion Products, Price Group and Price Code Information. Summary This API provides capabilities to retrieve information about a
Page: Brand Promotions Content By Promo Code
Knowledge Base Home This API provides capabilities to retrieve information about a Brands Single Promotion Content by Promo Code . Summary This API provides capabilities to retrieve information about a Brands Single Promotion Content by Promo Code . Gener
Page: Brand Promotions Quantity
Knowledge Base Home This API provides capabilities to retrieve information about a specified quantity of Brand’s Promotions. Including the Promotion Products, Price Group and Price Code Information. Summary This API provides capabilities to retrieve infor
Page: Bring Customer Data in using Zapier
Knowledge Base Home Overview To take full advantage of your unified audience database at Omeda, it is necessary to pull as many of your audience touch points into the database as possible. Using Omeda’s webforms or form listener can be a great start as yo
Page: Bring Customer Data in via Webhooks by Zapier Action – Custom Request Event
Knowledge Base Home The below instructions describe how to use a third party app as a Zapier Trigger and post transactions from that third party to your database using the Webhooks by Zapier Action/Custom Request Event. This option is the most flexible in
Page: Bring Customer Data in via Webhooks by Zapier Action – POST Event
Knowledge Base Home Using the Webhooks by Zapier Action (Post event) is another great way to bring customer data into Omeda from a third party application. This option is more targeted to those who want to use our Data Loader Webhook (because of the recor
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CPage: Campaign ToolCampaign Tool – Overview
Page: Campaign Tool – Overview
Knowledge Base Home The Campaigns dashboard is located in the navigation menu under the "Manage" section. Here, you can navigate using the tabs on the top of the page to access various features such as existing Promo Codes, Scheduled Outputs, and more. Ad
Page: Capture an Opt-In using a Modal Pop Up (Webinar)
Knowledge Base Home Learn from Nicole Backaus, Omeda’s Client Success Director, on how to create a simple Opt-In form and display it via a modal on your website. During this webinar, we will feature the Form Builder product and Personalization tool. Start
Page: CDP - CUSTOMER DATA PLATFORM
Knowledge Base Home
Page: CDP - Implementing Olytics
Implementing Olytics
Page: CDP - Metering Overview
Knowledge Base Home Getting Started Metering is Omeda’s tool for using paywalls, gating content, and providing subscription based services for digital media providers. The Meters are customizable for your specific site, so you can configure your gated pag
Page: CDP - Metering – Authorize Function Implementation
Knowledge Base Home The Metering Authorize functions can be used to allow your site visitors to bypass a Meter once they’ve completed a form. With this method an “authorized” flag will be associated to the visitor’s cookie via a Javascript function that m
Page: CDP - Metering – FAQs
Metering – FAQs
Page: CDP - Metering – Reporting
Knowledge Base Home Meter Reporting There are two types of reporting associated with the Meter tool: Site-level Reports You can access the report for the domain (site-level) information on the home page for all the meters you have set up at the bottom, in
Page: CDP - Metering – Troubleshooting Checklist
Knowledge Base Home Visitors keep getting the meter messages/meter block even after they have filled out the registration/subscription form: Oftentimes, this is due to the fact that the necessary information is not being passed between the forms and the m
Page: CDP - Metering – Using Specific Testers
Knowledge Base Home Creating specific testers when testing a Meter allows you to test how the Meter will display for a specific member of your audience. Creating a Tester with an Encrypted Customer Id If your Meter targets known audience members you will
Page: CDP - Olytics API
Knowledge Base Home Olytics APIs
Page: CDP - Olytics Overview
Knowledge Base Home Omeda’s web analytics service, Olytics, is an essential feature of our CDP solution. Olytics allows you to track the behaviors and attributes of your website users and connect these behaviors with the data already stored in your Omeda
Page: CDP - Personalization & Metering – Click Tracking
Knowledge Base Home Click Tracking in Personalization and Meter Messages is an important tool in measuring the interactions your Personalizations or Meter Messages receive. Click Tracking involves wrapping the linked text or images within your HTML, with
Page: CDP - Personalization - GDPR Consent Management
GDPR Consent Management
Page: CDP - Personalization and Metering – Click Tracking
CDP - Personalization & Metering – Click Tracking
Page: CDP - Personalization Overview
Knowledge Base Home Getting Started Personalization messages enable our CDP customers to display targeted content to their website audience directly on their websites. The most common way this is done is via a modal or pop up in the middle of the visitor’
Page: CDP - Personalization – FAQs
Personalization – FAQs
Page: CDP - Personalization – HTML Templates
Knowledge Base Home Summary: The Personalization tool allows Olytics users to target audience members directly through various types of dropdowns, headers, and more. Create your own from scratch or try one of these 6 HTML templates: Suggested Content Webi
Page: CDP - Personalization – Merge Variables
Knowledge Base Home Overview There are two types of merge variables available in the Personalization tool: Olytics merge variables & merge variables for known visitors. These are all listed in the ‘Merge Variable’ Dropdown at the top of the WYSIWYG editor
Page: CDP - Personalization – Reporting
Reporting on Personalization jobs can be done a few different ways: Overall stats and charts within the tool itself, individual job queries in Audience Builder and through Reports & Analytics under Web Behavior. The stats and charts within the Personaliza
Page: CDP - Personalization – Scroll Trigger and Infinite Scroll Pages
Knowledge Base Home The scroll trigger personalization lets you pick how far down the page (as a percentage) a user must scroll before the personalization is triggered. They can pick values between 5-95%. So for example, a trigger at 10% means the persona
Page: CDP - Querying your Olytics Data
Querying Your Olytics Data
Page: CDP - Reports – Web Behavior Reporting
Knowledge Base Home Accessing the reports via the Omeda portal To access the reports: Login to http://my.omeda.com http://my.omeda.com/ Select the Menu tab in the top right, then Reports and Analytics under the Manage section. There is a section called We
Page: CDP - Testing Your Olytics Implementation
Knowledge Base Home To verify that your olytics setup is working correctly, someone on your technical team (ideally the person who put the scripts on your site) should follow the steps below after clearing their browser cache: Verify that there are no con
Page: Client Empowerment
Knowledge Base Home
Page: Client Empowerment API Keys
Client Empowerment: API Keys
Page: Client Empowerment: Alternate IDs
Knowledge Base Home Alternate IDs Dashboard In the Alternate Ids section of the Manage Database tool, users with access can view, edit, and create all Authentication and External Alternate IDs. An Alternate ID is an unique identifier that can be used to f
Page: Client Empowerment: API Keys
Knowledge Base Home API Keys Dashboard In the API Keys section of the Manage Database tool, users with access can view, edit, and create the API Keys used for their database. An API key is a unique identifier used to authenticate requests associated with
Page: Client Empowerment: Behaviors
Knowledge Base Home In the Behaviors section of the Manage Database tool, all behaviors, behavior attributes, and behavior actions are available to search in the dashboard except Olytics behaviors, attributes and actions. A behavior is an event that an au
Page: Client Empowerment: Database Settings
Knowledge Base Home image-20240520-220840.png In the Database Settings section, users with the ability to edit can do the following: Edit or add the address for their business. The Database Name will not be editable but can be changed by request if necess
Page: Client Empowerment: Demographics
Knowledge Base Home Demographics Dashboard image-20240520-220948.png In the Demographics section of Database Settings, all demographics except Consolidated and Calculated demographics are available to search in the Demographics dashboard. In the table on
Page: Client Empowerment: Deployment Products
Knowledge Base Home Deployment Products Dashboard In the Deployment Products section of the Manage Database tool, all deployment products are available to search in the dashboard. A deployment product is the indicator of an audience member’s relationship
Page: Client Empowerment: Deployment Types
Knowledge Base Home Deployment Types Dashboard In the Deployment Types section of the Manage Database tool, all deployment types are available to search in the dashboard. A deployment type can be thought of as a ‘list’ that is used to send email deploymen
Page: Client Empowerment: Logos
image-20240520-221150.png In the Logos section of Database Settings, logos of file type .jpg, .gif, or .jpg can be uploaded as the default logo for an organization or for any of the following: Invoices : when a receipt or invoice is generated for a custom
Page: Client Empowerment: Managing Your Database
Knowledge Base Home Database Management is a powerful tool which empowers administrative users to manage various aspects of their database. Users with access can view and update information about their company on the Database Settings page. Users can also
Page: Client Empowerment: Message Types
Knowledge Base Home Message Types Dashboard In the Message Types section of the Manage Database tool, all message types are available to search in the dashboard. A Message Type can be thought of as a ‘list’ used to send SMS messages. Each Message Type is
Page: Client Empowerment: Products
Knowledge Base Home In the Products section of the Manage Database tool, all Magazine Products are available to search in the dashboard. image-20240827-180756.png In the table on the dashboard, you’ll see information about each product including: The Name
Page: Client Empowerment: Profiles
Knowledge Base Home In the Profiles section of the Manage Database tool, all profiles are available to search in the dashboard. A profile is a query-driven view of the data in your database which can be used to simplify or limit how a user interacts with
Page: Client Success
Knowledge Base Home
Page: Connecting your Facebook Business Manager and Ad Account
Knowledge Base Home Due to security and privacy concerns, Facebook now requires Ad Accounts using custom audiences via a 3rd party tool to belong to a Business Manager account. If you are receiving an error like the screenshot below when posting a file us
Page: Consolidate Demographic Tool
Knowledge Base Home Overview The Consolidate Demographic Tools allows Demographic responses to be rolled up into a Database Global response. For example if the database is made up from very differing markets, it can be difficult to create a query targetin
Page: Content Recommendations
Knowledge Base Home Omeda’s Content Recommendations tool includes powerful data science algorithms that enable users to recommend pages to their site visitors. The recommender will run nightly across the audience members who have visited a page in the las
Page: Cookie Consent Management Platforms
Knowledge Base Home When using a third party consent management platform like OneTrust or CookiePro, it is important to carefully consider how you’d like to handle user preferences for Omeda’s cookies. There are three Omeda cookies that will need to be ca
Page: CredSpark – Omeda Integration
Knowledge Base Home Summary: CredSpark is an engagement platform where you can create quizzes, surveys and polls. CredSpark has recently updated their platform so you can now use Omeda’s Form Listener and Data Loader tools to capture form transactions d
Page: Customer Change Lookup
Knowledge Base Home This service returns a list of Customer Ids for Customers that were changed within a given date range. The date range cannot exceed 90 days. Summary This service returns a list of Customer Ids for Customers that were changed within a g
Page: Customer Comprehensive Lookup By Customer Id
Knowledge Base Home This API provides capabilities to retrieve the comprehensive information about a single customer using the Customer Id. Summary This API provides capabilities to retrieve the comprehensive information about a single customer using the
Page: Customer Lookup APIs
Knowledge Base Home
Page: Customer Lookup By Customer Id
Knowledge Base Home This API provides the ability look up a Customer by the Customer id. The response will include basic Customer information and various links to look up additional Customer information such as Demographics, Addresses, etc for a single
Page: Customer Lookup By Email Address
Knowledge Base Home This API provides the ability look up customers using Email Address and an optional Product Id. The response will include a list of customer records including the Customer Id(s) and the Customer Lookup URL(s). Summary This API provide
Page: Customer Lookup By EncryptedCustomerId
Knowledge Base Home This API provides the ability look up a Customer by the Encrypted Customer id. The response will include basic Customer information and various links to look up additional Customer information such as Demographics, Addresses, etc for
Page: Customer Lookup By External ID
Knowledge Base Home This API provides the ability look up a Customer by the External Customer Id. The response will include Customer Id and various links to look up additional Customer information such as Demographics, Addresses, etc for a single Custom
Page: Customer Lookup by Hashed Email Address
Knowledge Base Home This API provides the ability look up customers using their Hashed Email Address. The response will include a list of customer records including the Customer Id(s) and the Customer Lookup URL(s). Summary This API provides the ability
Page: Customer Lookup By Name and Country
Knowledge Base Home This API provides the ability look up customers using First Name (or initial), Last Name, Country and an Optional Postal Code. The response will include a list of customer records including the Customer Id(s) and the Customer Lookup U
Page: Customer Lookup By PostalAddressId
Knowledge Base Home This API provides the ability look up customers using their Postal Address Id (this is the ID on the magazine mailing labels). The response will include Customer Id and various links to look up additional Customer information such as
Page: Customer Merge History Lookup
Knowledge Base Home This API provides capabilities to retrieve the merge history for the requested Customer Id. Summary This API provides capabilities to retrieve the merge history for the requested Customer Id. If the customer has been merged into anothe
Page: Customer Olytics Data
Knowledge Base Home For a given omeda customer id and set of olytics/behavioral search parameters, this API will return olytics behavioral data matching those parameters. Summary An api available to our olytics clients. For a given omeda customer id and s
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DPage: DashboardKnowledge Base Home Navigate to the Dashboard by going to the Menu dropdown and selecting “Dashboard” under the Manage section. There are two sections that the Dashboard is broken up into: Data Audit Insights Data Audit The Data Audit section gives insigh
Page: Dashboards
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Page: DATA GOVERNANCE, PRIVACY & COMPLIANCE
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Page: Data Ingestion
Knowledge Base Home There are various ways to get data into Omeda if you are collecting it via an outside source. This document will go through each option and help you determine which might work best for your use-case and workflow. Method Description Use
Page: Data Loader
Knowledge Base Home
Page: Data Loader - Controlled Magazines
Need to upload controlled magazine subscription data into Omeda? No problem! Users can use Data Loader to process controlled magazine subscription data and take advantage of the easy to use mapping capabilities, ensuring seamless data integration. Additio
Page: Data Loader FAQ's
Data Loader FAQs
Page: Data Loader FAQs
Knowledge Base Home GENERAL What format does my file need to be in order to upload to Data Loader? Your files need to be in .CSV format. Can I see everyone’s files, or just my own? All uploaded files will appear in the ‘Files’ section regardless of who up
Page: Data Loader Introduction
Knowledge Base Home Data Loader allows users to load contact data into their Omeda database. The loaded data then becomes a selectable segment in Audience Builder. Some current use cases for Data Loader are: Mailing Address updates for a specific product
Page: Data Loader – Basic Navigation
Knowledge Base Home Data Loader Home Page If you or anyone in your organization has already used the tool, previously loaded files will be listed out starting with the most recently-loaded file. Here, you’ll have access to the following details: File Name
Page: Data Loader – FTP Sites
Knowledge Base Home Data Loader allows users to load contact data into their Omeda database. The loaded data then becomes a selectable segment in Audience Builder. The FTP Sites section of Data Loader automates the file ingestion process and will look fo
Page: Data Loader – Loading Data
Knowledge Base Home Step 1: Uploading a new file Note: Data Loader only accepts Delimited Files. They can be either comma, pipe, semicolon, or tab delimited. Single Files: To upload a file (or files), the user can either use the Upload File Button from th
Page: Data Loader – Querying in Audience Builder
Knowledge Base Home Querying Data Loader Files and Jobs in Audience Builder Once the Data Loader has been configured into your Audience Builder by your Audience Services team, you have the ability to query on these jobs 4 different ways: image-20240426-19
Page: Data Loader – Querying in Audience Builder (OnQ)
Data Loader – Querying in Audience Builder
Page: Data Loader – S3 Buckets
Knowledge Base Home In today’s data-driven landscape, seamless integration between platforms is essential for streamlined operations and maximizing efficiency. With the integration between AWS S3 and Omeda, businesses now have a powerful solution to effor
Page: Data Loader – Templates
Knowledge Base Home To save time and promote file consistency, you have the ability to create templates. There are 2 ways you can create a template: When you upload a new file, you can choose to save the mapping and validation rules as a template for futu
Page: Data Loader – Validation Rules
Knowledge Base Home Validation Rules Many of the Validation rules are shown/hidden based on mapped fields from the input file, so only settings associated with fields in the input file will be display in the Settings Step. To view all available settings
Page: Data Loader – Validation Rules by Use Case
Knowledge Base Home Selecting validation rules in the ‘Settings’ step of file mapping can sometimes be tricky. Depending on the fields you are mapping in your source file, there are a number of combinations you can select. To help guide you through this s
Page: Data Loader – Webhooks
Knowledge Base Home Data Loader allows users to send data from a third party platform to their Omeda Database by using Webhook capabilities. Webhooks make it easier for two applications to integrate by sending a push notification from an outside server to
Page: Data Management
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Page: DATA MANAGEMENT & GOVERNANCE
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Page: Data Management - Event Accelerator Suite – Data Appends
Event Accelerator Suite – Data Appends
Page: Data Processing – Merge Purge Request Form
Knowledge Base Home Download and fill out the Submit your request via Service Help http://support.omeda.com/ and attach the completed template, selecting Data Processing / Merge Purge. Product Description 1. Merge Purge for common and/or unique Purpose –
Page: Data Processing – Request a List to Be Processed
Knowledge Base Home 1. Select the Appropriate Form If you have a list(s) or file(s) that needs to be added / updated to our database, please select the appropriate forms to be use and completely fill out all the required fields for us to successfully proc
Page: Data Science
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Page: Data Success
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Page: Database – Overview & Capabilities
Knowledge Base Home CAPABILITIES – DATABASE Omeda’s integrated database platform features our Audience Builder (OnQ) (query, analysis, reporting) and Audience Search (customer look-up and customer service) user suites. Users have access to a variety of fe
Page: Demographic Lookup by Brand API
Knowledge Base Home This API provides capabilities to retrieve the defined demographics of a single brand. This service is useful for building your own data mapping service when reading or writing from/to other Omeda services. Summary This API provides ca
Page: Demographic Lookup By Customer Id
Knowledge Base Home This service returns all available customer demographics stored for a given customer by using the Customer ID. Summary This service returns all available customer demographics stored for a given customer by using the Customer ID. Gener
Page: Deployment Type Lookup by Brand API
Knowledge Base Home This API provides capabilities to retrieve the defined deployment types of a single brand. This service is useful for building your own data mapping service when reading or writing from/to other Omeda services. Summary This API provide
Page: Did You Know?
Knowledge Base Home About Omeda’s Did You Know? Series: Omeda’s Did You Know series provides helpful tips for new ways to utilize our platform and tools. We hope you find these tidbits of information useful. Please reach out to your client success contact
Page: DOCUMENTATION
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Page: Drupal – Integration Description
Knowledge Base Home This integration allows you to sync data between your Drupal content management software and your Omeda audience database. There are three levels that this integration can cover, that build on each other: Omeda Module (basic) – this Dr
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EPage: Email - Spam TrapsKnowledge Base Home Overview Spam traps are email addresses used by Internet Service Providers (ISPs) and blocklist operators to identify senders who do not follow email best practices. These email addresses may have been valid in the past, but are now in
Page: Email - Whitelist Domain/Contact
Knowledge Base Home Whitelisting an email means you are adding an address to an approved senders list and telling your email provider that you want those messages delivered to your inbox. Below are whitelisting directions for several common providers Gmai
Page: Email Address Lookup By Customer Id
Knowledge Base Home This API provides the ability look up a Customer’s Email Addresses by the Customer Id. This service returns all active email address information stored for the given customer. Summary This API provides the ability look up a Customer’s
Page: Email API
Knowledge Base Home Email Builder APIs
Page: Email Audience Assignment Status
Knowledge Base Home The List Assignment Status API provides the ability to get the status of a customer list that is currently being assigned from the Omail FTP Site to a deployment. Summary The List Assignment Status API provides the ability to get the s
Page: Email Builder (Omail)
Knowledge Base Home
Page: Email Builder - Hosted Content
Omeda’s Hosted Content tool allows you to upload image files, enabling you to reference a hosted link in your Email deployments within Email Builder or Odyssey, as well as in Personalization or Metering modals. The Hosted Content tool can be easily locate
Page: Email Builder APIs
Knowledge Base Home
Page: Email Builder FAQ's
Email – FAQs
Page: Email Builder – Behavioral Data
Email – Behavioral Data
Page: Email Builder – Checklist for New Clients
Email – Checklist for New Clients
Page: Email Builder – Clickbot Reporting
Email – Clickbot Reporting
Page: Email Builder – Getting Started
Knowledge Base Home Overview Email Builder from Omeda is a true end-to-end email marketing solution. Unique in the industry, Email Builder is an email marketing system that is driven from a completely integrated marketing database engine. Omeda completely
Page: Email Builder – Overview & Capabilities
Knowledge Base Home CAPABILITIES – EMAIL BUILDER (OMAIL) Email Builder (Omail) from Omeda is a true end-to-end email deployment solution, and is driven from a completely integrated marketing database engine. Email Builder completely integrates your databa
Page: Email Builder – Training Schedules for New Clients
Email – Training Schedules for New Clients
Page: Email Builder – User Guide
Knowledge Base Home Definitions Both deployment “Both” is a Multipart Deployment (MIME). A MIME deployment consists of plain text and HTML content. What is delivered to the end user is dependent on the user’s email client. CMS – Content Management System
Page: Email Clicks
Knowledge Base Home This service retrieves Omail data related to clicks on links in emails using various parameters. Summary This service retrieves Omail data related to clicks on links in emails using various parameters. Base Resource URI Production: htt
Page: Email Deployment
Knowledge Base Home The Deployment Service API provides the ability to post/put deployment information to Omail. This information is used to either create a new Omail deployment, or update an existing Omail deployment. Deployment information is validated
Page: Email Deployment Add Audience
Knowledge Base Home The Deployment Add Audience API provides the ability add a previously uploaded list of customers to a deployment. Summary The Deployment Add Audience API provides the ability add a previously uploaded list of customers to a deployment
Page: Email Deployment Approval Lookup
Knowledge Base Home The Deployment Approval Lookup API provides the ability to retrieve the approval queue information such as tests, users and comments. Summary The Deployment Approval Lookup API provides the ability to retrieve the approval queue inform
Page: Email Deployment Audience List FTP
Knowledge Base Home Deployment List FTP is the means by which deployment lists are made available in the Email Builder system. Summary Please contact your Omeda representative for FTP credentials. Deployment List FTP is the means by which deployment lists
Page: Email Deployment Cancel
Knowledge Base Home The Deployment Cancel API provides the ability to cancel a deployment. Summary The Deployment Cancel API provides the ability to cancel a deployment. Please be warned, once cancelled, a deployment will not be sent and cannot be edited
Page: Email Deployment Clone
Knowledge Base Home The Clone Deployment Service API provides the ability to post deployment information to Omail. This information is used to clone existing Omail deployment. Deployment information is validated for basic information. Summary The Clone De
Page: Email Deployment Content
Knowledge Base Home The Deployment Content API provides the ability to post information to a deployment. These fields can include the ‘Subject’ line of the email, the ‘From Name’ of the email, the HTML content, the Text content, etc. Since we are passing
Page: Email Deployment Content Lookup
Knowledge Base Home An api available to our Email Builder clients. For a given set of url parameters – the API will return the text or html content for a given Email Builder deployment and specified split. Summary An api available to our Email Builder cli
Page: Email Deployment Lookup
Knowledge Base Home The Deployment Lookup API provides the ability to retrieve deployment information such as link tracking, delivery statistics, deployment status, history, etc. via an HTTP GET request. Summary The Deployment Lookup API provides the abil
Page: Email Deployment Remove Audience
Knowledge Base Home The Deployment Remove Audience API provides the ability to remove a list that is currently assigned to a deployment. Email Deployment Remove Audience Summary The Deployment Remove Audience API provides the ability to remove a list that
Page: Email Deployment Schedule
Knowledge Base Home The Deployment Schedule API provides the ability to schedule a deployment for sending. Email Deployment Schedule Summary The Deployment Schedule API provides the ability to schedule a deployment for sending. Once scheduled, a deploymen
Page: Email Deployment Search
Knowledge Base Home This service retrieves a list of most recent deployments for a given brand based on search parameters. Summary This service retrieves a list of most recent deployments for a given brand based on search parameters. Base Resource URI Pro
Page: Email Deployment Test
Knowledge Base Home The Deployment Test API provides the ability to send test copies of your deployment to the test recipients that were specified when the deployment was created. Summary The Deployment Test API provides the ability to send test copies of
Page: Email Deployment Unschedule
Knowledge Base Home The Deployment Unschedule API provides the ability to unschedule a deployment, perhaps to allow further editing. Summary The Deployment Unschedule API provides the ability to unschedule a deployment, perhaps to allow further editing. A
Page: Email Deployment Unschedule API
Email Deployment Unschedule
Page: Email Flag Email As Invalid
Knowledge Base Home The Invalid Email API allows our client to mark a customer Email Address as invalid for a brand. Summary The Invalid Email API allows our client to mark a customer Email Address as invalid for a brand. Base Resource URI For Production,
Page: Email On Demand Send
Knowledge Base Home The Deployment API allows our clients to send a single Omail email deployment. Summary The Deployment API allows our clients to send a single Omail email deployment. Please work with your Client Services Manager for the initial setup a
Page: Email Opt In/Out Lookup
Knowledge Base Home This service returns Opt In/Out information stored for a given customer. Summary This service returns Opt In/Out information stored for a given customer. Base Resource URI Production: https://ows.omeda.com/webservices/rest/brand/{brand
Page: Email Optin Queue
Knowledge Base Home The OptIn Queue API allows our client to OptIn their subscribers or customers to their email deployments at the client, brand, and deployment type level. All 3 OptIn levels can be submitted in one OptIn Queue API call. Summary The OptI
Page: Email Optout Queue
Knowledge Base Home The OptOut Queue API allows our client to OptOut their subscribers or customers to their email deployments at the client, brand, and deployment type level. All 3 OptOut levels can be submitted in one OptOut Queue API call. Summary The
Page: Email Validation Services
Email – Validation Services
Page: Email Validity Lookup API
Knowledge Base Home This API provides the ability look up the validity of an email address using Email Address. The response will include the information regarding the email validity provided by the email validity vendor for a given email address. Summar
Page: Email – A/B Testing
Knowledge Base Home Overview With A/B Testing, you can test which subject line or email content gives you the highest open and click-thru rate and send the winning content to your customers. This allows you to achieve a higher conversion and keep your lea
Page: Email – Adding Domains to Safe Sender List
Knowledge Base Home To ensure you receive all newsletters coming from us, it is important to add our email domains to your personal and company ‘safe sender/allowed list’. Please follow the instructions for your preferred email application. AOL 9.0 or Hig
Page: Email – Advanced Features
Knowledge Base Home If you send periodic emails on a regular frequency, you can save time by learning about recurring deployments. Do you want to run a series of deployments that take into account who has or has not responded to earlier deployments in the
Page: Email – Appending Lists On Triggered Deployments
Knowledge Base Home Step One Before you upload the initial list, note the output criteria/headers and the order of those headers that are present. Make sure that your additional list/s has the exact same output criteria / column headers in the exact same
Page: Email – Assigning Link Tracking Categories
Knowledge Base Home Email Builder provides the ability for users to classify a URL into a Category. This ultimately allows comprehensive back end reporting plus data fields to query in Audience Builder on the metrics of each URL and its performance across
Page: Email – Automated ACS Notifications
Knowledge Base Home To create an automated ACS notifications follow these step by step instructions: Identify the correct deployment type – verify in Email Builder defaults that the correct person is selected as the final approver at the deployment type l
Page: Email – Automation for Email Sending
Knowledge Base Home Omeda offers multiple options to simplify and reduce the amount of time required to setup and send emails. These options are most efficiently used for deployments with standard mailing schedules, i.e. newsletters. Full automation for
Page: Email – Behavioral Data
Knowledge Base Home Opens and Clicks and Recipients Within Audience Builder, you have the ability to query your email behavioral data; the opens, clicks and recipients. image-20240426-190343.png This can be helpful to identify your engaged email customers
Page: Email – Checklist for New Clients
Knowledge Base Home image-20240424-211815.png Determine sending domain(s) We cannot share a domain with another ESP nor are we able to send from a domain that is a URL you are currently using for web pages. Based on volume/sending cadence/types of sends,
Page: Email – Checklist for Sends Created via API
Email – Checklist for Sends Created via API Calls
Page: Email – Checklist for Sends Created via API Calls
Knowledge Base Home Checklist for Sends Created via API Calls. Create the deployment API call returns a TrackId that will be needed for subsequent calls. Add an audience to the Deployment This API kicks off the loading of an Audience Builder Query to a de
Page: Email – Clickbot Reporting
Knowledge Base Home Summary Email Clickbot Reporting is available for all Omeda Email clients in the Omeda Platform under “MENU >> MANAGE >> REPORTS AND ANALYTICS >> EMAIL REPORTS. The following two Reports are available to track activity negated from eit
Page: Email – Deliverability
Knowledge Base Home Domain Assignment Omeda is predicated on the idea that each brand has a unique domain. We believe that this is the best practice in order to establish a reputation for the domain and IP address, as well as the most efficient set up in
Page: Email – Deployment Checklist & Best Practices
Knowledge Base Home Email Content Design Design your content around a clear call to action, and make sure it aligns with the general purpose of the email. Make sure the email design adheres to your company’s brand guidelines. Make sure all images/headline
Page: Email – Deployment Defaults
Knowledge Base Home Deployment Defaults can be accessed via Email Builder > Tools > Deployment Defaults. Data entered in the Default settings will apply to both Email Builder and Odyssey email sends. There are 3 distinct sections within the Default Settin
Page: Email – Deployment Type Creation
Knowledge Base Home New clients are required to complete a spreadsheet with the following information: Deployment Type This may be synonymous with a ‘list’ that is currently used at another ESP. At Omeda, each newsletter product will have a corresponding
Page: Email – Dynamic Content
Knowledge Base Home Overview Oftentimes, you’d like to send personalized or customized emails to your customers without setting up multiple emails. For example, you can send targeted offers to customers with varying subscription class, different articles
Page: Email – FAQs
Knowledge Base Home User Access I forgot my password to get into the Omeda, can you tell me what it is? For security purposes, we do not maintain or have access to user passwords. Please try using the “Lost Password” link on the my.omeda.com http://my.ome
Page: Email – Getting Support
Omeda – Getting Support
Page: Email – Glossary
Knowledge Base Home A A/B Split: A testing tactic by which two variations of the same email are sent against each other, to measure which one generates higher performance. Results can measure against opens, clicks, or other KPIs. Also referred to as split
Page: Email – Link Tracking Errors
Knowledge Base Home User Experience: Periodically after saving content, users will experience the following warnings which will include a list of the invalid links: image-20240425-182820.png Odyssey: image-20240425-182825.png Email Builder: image-20240425
Page: Email – Merge Variables
Knowledge Base Home Overview: Merge variables are used to merge values from your audience lists into your content. In addition, there are also specific merge variables that will merge unique links into your content, or accomplish specific tasks. Here is a
Page: Email – Opt-Out Footer Merge Variable
Knowledge Base Home In Email Builder, you’ll need to add the footer text within the message content, or you can setup & add the footer content via Email Builder (Omail) > Tools > Opt-out Settings It can be setup at the organization/database level or deplo
Page: Email – Preference Page
Knowledge Base Home Overview A preference page is where your email subscribers can 1) learn about the various newsletters and deployments you offer and 2) opt-in and out of each one of them. By providing this information all on one page for your email sub
Page: Email – Recurring Deployments
Knowledge Base Home General Information Recurring series are deployments that are sent on a regular schedule. These deployments have set content and a set audience list that are used for the deployments. Some types of deployments that would use this funct
Page: Email – Request a New Deployment Type
Knowledge Base Home If you are launching a new email product and need a corresponding deployment type added to the Omeda Platform, simply follow these 2 steps below: Download and fill out the Email Product Set-up Template: Submit a support request https:/
Page: Email – Stealth Link
Knowledge Base Home Omeda has enabled functionality to capture the clicks that are occurring due to security bots that are implemented on the receiving domain. These clicks occur prior to the delivery of the email to the end recipient. There has been a m
Page: Email – Triggered Deployments
Knowledge Base Home General Information Triggered functionality allows users to enter “triggered” deployments. A triggered deployment allows users to create subsequent or child(ren) deployments based on responses from the master deployment. Note: Only the
Page: Email – User Set-up
Knowledge Base Home Your Omeda team will set up User Accounts based on allowable access levels. Users will be assigned access at both the ‘sending’ and ‘report’ level. Levels for sending deployments include (users would be assigned to only one category):
Page: Email – Validation Services
Knowledge Base Home Strengthen Your Email Campaign Deliverability Through Email Validation FreshAddress, the email validation company, uses their proprietary database to create a scoring system which can determine the legitimacy of an email address. They
Page: Email – Web Tracking
Knowledge Base Home Overview Many email marketers would like to know which customers are more profitable than others and also, which of their campaigns are truly bringing their leads or customers to their websites and making them money. For example, if te
Page: Email – Web Tracking String Parameter Definitions
Knowledge Base Home Available Web Tracking String parameters: Brand Alternate ID: Uses the brands abbreviated brand name as an identifier. (i.e. ACME) Brand Name: Uses the full brand name as an identifier. (i.e. Acme Inc) Customer ID: Uses the customer’s
Page: Embedding Webforms via iFrame or Javascript
Form Builder – Embedding Webforms via iFrame or Javascript
Page: Engagement Metrics & Segmentation
Knowledge Base Home Engagement Scoring offers a Data Science-driven customer segmentation service/product. We have developed engagement profiles of individual customers based on web (Olytics) and email (Email Builder) interactions. Profiles consist of v
Page: EPG Media Finds Renewal Success Using Omeda’s Personalization Tool
Knowledge Base Home EPG Media & Specialty Information is a mid-sized publishing company based out of Minneapolis, MN. They publish a variety of magazines and newsletters that focus primarily on the motor sports and beverage industries. Like most B2B publi
Page: Event Accelerator Suite - Data Append Services
Event Accelerator Suite – Data Appends
Page: Event Accelerator Suite – Data Appends
Knowledge Base Home If you are interested in the full accelerator suite tool kit, Please contact us at 312.312.2050 or clientsuccess@omeda.com mailto:clientsuccess@omeda.com for our pricing details. Get Started Now! Increase Your Attendance & Audience Qua
Page: Examples of Audience Builder Queries Using Paid Fields
Knowledge Base Home When creating a paid query you will need to open the Paid Subscription skittle to view your various paid fields. The paid subscription skittle can be found under Products > Magazines > Paid Subscription. Note, this may vary depending o
Page: External ID Lookup By Customer Id
Knowledge Base Home This API provides the ability look up a Customer’s External Ids by the Customer Id. Summary This API provides the ability look up a Customer’s External Ids by the Customer Id. General Technical Requirements The following technical requ
Page: External Integrations
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FPage: Facebook / InstagramKnowledge Base Home
Page: Facebook Events Manager – Integration Overview and Setup
Knowledge Base Home Overview Facebook Events Manager is a tool within Facebook Business Manager that helps companies better advertise to Facebook users that have visited the company’s website(s). This is done through use of the Facebook tracking pixel. Th
Page: Facebook/Instagram Ad Manager – Integration Description
Knowledge Base Home This integration between Omeda and Facebook lets you push Audience Builder (OnQ) queries into Facebook Ads Manager. Since Instagram is owned by Facebook, you can run these ads across both platforms within the Facebook Ad Manager. By co
Page: Facebook/Instagram Ads Manager Integration Overview
Knowledge Base Home Facebook ads have become a standard part of any marketer’s promotion schedule and digital strategy, so being able to reach your own audience on Facebook in an easy to use manner became a frequently requested feature. Overview: This int
Page: FAQ Documentation
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Page: February 2, 2024
Knowledge Base Home Audience Builder Email Validation Query to Return Most Recent Code The Email Validation field stores a history of codes collected for an email. Audience Builder has been updated to return the most recent code for each Vender collected
Page: February 23, 2024
Knowledge Base Home Form Builder Add Interactive HPCI to Forms Interactive HPCI will give your payment forms a more modern touch. Adding this new content to your form will: Automatically format the entered credit card number Display icons of the credit ca
Page: Form Builder (Dragon Forms)
Knowledge Base Home
Page: Form Builder - SMS Confirmations
SMS confirmations in Form Builder can be used to send a text message to users immediately after they submit a form online. These confirmations provide a reliable, fast, and user-friendly way to acknowledge the receipt of the form and provide users with im
Page: Form Builder ADA Compliance
Knowledge Base Home Compatibility with ADA To assist our clients with their ADA compliance we have made Form Builder forms accessible to the visually impaired and compatible with assisting technology. There will be no visual difference to the forms or the
Page: Form Builder Forms URL Structure and Appending Parameters
Knowledge Base Home Form Builder URLS with parameters attached should follow the format shown below. That is, it should begin with the base Form Builder form URL, include a ? before the first parameter, and an & before each additional parameter. Example:
Page: Form Builder How-Tos
Knowledge Base Home
Page: Form Builder Integrations
Form Builder – Integrations
Page: Form Builder reCAPTCHA v3 Implementation
Form Builder – reCAPTCHA v3 Implementation
Page: Form Builder – Adding a This Is Not Me Widget
Knowledge Base Home Adding the ‘This is Not Me’ widget to a form will allow a user to clear the data that was prepopulated due to the autolookup on email address. Step 1 Navigate to your form Step 2 On the Settings page, copy your “site context” (you’ll n
Page: Form Builder – Builder
Knowledge Base Home The Builder is where you will drag the elements on to build your form. Here you can organize the elements, edit them, make them required, conditionally display individual elements and much more. To navigate to the builder of your form,
Page: Form Builder – Content
Knowledge Base Home The Form Builder Content Management System serves as a tool for efficiently managing and updating content across various forms. It acts as a centralized hub that enables users to store and organize different types of content. One of th
Page: Form Builder – Create a Form
Knowledge Base Home There are a few ways users can create a new form; clone from an existing form, create from a template, or create from scratch. Clone from an Existing Form If you need to build a new form that’s similar to a form that’s already built, c
Page: Form Builder – Embedding Webforms via iFrame or Javascript
Knowledge Base Home Using iFrames or Javascript to embed your Omeda Webforms Omeda Form Builder forms can be embedded into your existing Website to work seamlessly with your Navigation, footer and other Site elements without having to replicate and keepin
Page: Form Builder – Error Log
Knowledge Base Home The Error Log helps Form Builder users troubleshoot failed form submissions when testing newly created/edited forms, or after receiving a customer inquiry. Users are able to view the full API response in the Error Log after receiving a
Page: Form Builder – Expressions
Knowledge Base Home The Expressions tab will bring you to our expression builder which will allow you to create simple or complex logic. Expressions can be used for displaying or requiring content on your form, sending emails, or directing users to differ
Page: Form Builder – Form Categories and Form Types
Knowledge Base Home When creating a new form, on the Settings page you will be able to select what category and type the form falls under. Each category has its own set of form types that will affect how the transactions from your site are processed back
Page: Form Builder – Form Dashboard
Knowledge Base Home The Form Dashboard serves as a comprehensive list, displaying all your forms in one centralized location. Users can easily navigate through their collection of forms using the robust search functionality plus the many filters provided.
Page: Form Builder – Integrations
Knowledge Base Home Description The Integration tool is used to send data from an Omeda form to a database outside of Omeda. Each time the form is submitted, the Integration tool will trigger and data will be sent to the inputted URL. How to Setup an Inte
Page: Form Builder – Overview
Knowledge Base Home Overview In very general terms, Form Builder allows you to acquire data from your audience. The relationship between Form Builder and your existing Omeda database goes both ways: new data is passed directly back to your database while
Page: Form Builder – Payment Gateways
Knowledge Base Home With Omeda’s integration of three distinct payment gateways, Stripe, HostedPCI, and PayPal, businesses have the flexibility and security they need to process transactions efficiently. Whether opting for the robust security measures of
Page: Form Builder – reCAPTCHA v3 Implementation
Knowledge Base Home reCAPTCHA v3 is a security solution developed by Google to protect websites from spam, abuse, and automated attacks. Unlike the traditional CAPTCHA systems that require users to solve challenges like identifying distorted text or selec
Page: Form Builder – Settings
Knowledge Base Home The Settings page on a form will be where you determine the basic settings for your form. image-20240520-182149.png Let’s go over what each setting’s purpose serves: Form Title: This will allow you to describe what the form is for. Lan
Page: Form Builder – Using Campaign Promo Codes
Knowledge Base Home With the integration between Form Builder and Campaign Tool, forms can now automatically displays rates if a specific Promo Code is used. This can be done without the need for additional modifications on the form or to the Expressions
Page: Form Builder – Using the PayPal Payment Method
Knowledge Base Home The PayPal Pay Now payment method can be used as an alternate payment method on Form Builder forms. This allows your customers to log in to their own PayPal accounts to make a payment using the various PayPal supported Payment Methods.
Page: Form Builder’s New User Interface – What’s New?
Knowledge Base Home Have you been anticipating the debut of Form Builder’s brand new user interface? Not only have we given this product a complete makeover to enhance the overall user experience with smoother interactions, but we’ve also introduced a sle
Page: Form Listener
Knowledge Base Home Summary: The Form Listener integration is one component of Omeda’s CDP solution. By placing Olytics JavaScript on a site that is hosting one of your forms, you can begin sending the transactions back to Omeda without the need for an
Page: Form Listener – Integration Description
Knowledge Base Home Form Listener allows you to use non–Omeda webforms without the need for API–based integration by placing Olytics JavaScript on a site that is hosting one of your forms. The form will complete its transaction on submission as normal; Ol
Page: Form Submission API
Knowledge Base Home The Form Submission API returns all transactions from a given form and specified date range. Data including billing info, authentication, and gift recipients will be excluded. Summary The Form Submission API returns all transactions fr
Page: Form Submit Report
Knowledge Base Home The Form Submit report provides a summary of Omeda Form Builder form submissions broken out by week. This report is useful to track submissions for a specific form, or across multiple forms. For example, track the number of renewal f
Page: Formatter by Zapier Action
Knowledge Base Home Omeda stores Demographics, Deployment Types, and Products in your database as defined values to keep data clean. When bringing data in, it is important that the incoming data matches these designated values. Thankfully, Zapier has crea
Page: FORMS & LANDING PAGES
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Page: FreshAddress – Integration Description
Knowledge Base Home FreshAddress has an offering called SafeToSend that is used for cleaning, correcting and validating your email address lists. The service implements strong email hygiene strategy with their three-step screening process. Check: Each add
Page: Fulfillment Glossary
Knowledge Base Home General Terms AAM (Audit) The Alliance for Audited Media is the recognized leader in cross-media verification with unparalleled expertise across all brand platforms including web, mobile, email and print. Founded in 1914 as the Audit B
Page: Fulfillment – Overview & Capabilities
Knowledge Base Home CAPABILITIES – FULFILLMENT Omeda Fulfillment Services As part of our overall integrated database services, Omeda has been providing industry-leading B-to-B circulation fulfillment services for over three decades, with an outstanding tr
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GPage: GDPR Consent ManagementKnowledge Base Home This document provides information about GDPR Personalization, including its functionality, considerations, and instructions for creating a GDPR consent message. GDPR and Personalization Building a GDPR Personalization allows you to tr
Page: GDPR Overview
Knowledge Base Home This document provides insights into the impact of GDPR on publishers and media companies, covering its obligations, coverage, operational impacts, penalties for non-compliance, potential impacts on Omeda clients, and Omeda's actions f
Page: GDPR Permission API
Knowledge Base Home This document provides technical requirements for Omeda's API, including HTTP headers, content type, supported methods, base resource URI, and field definitions. Summary This API provides capabilities to find whether a customer has giv
Page: Gift Lookup by Donor ID
Knowledge Base Home This service returns all available gift information where a given Customer Id is the Donor ID and it can be filtered with optional Product Id. Summary This service returns all available gift information where a given Customer Id is the
Page: Google Ad Manager
Knowledge Base Home
Page: Google Ad Manager Overview
Knowledge Base Home Google Ad Manager Integration image-20240425-150901.png Omeda’s Google Ad Manager integration tool allows you to track and target segments of your subscriber database like never before — via Google’s Key / Value targeting functionality
Page: Google Ad Manager – Integration Description
Knowledge Base Home This integration allows you to combine an enhanced version of our CDP (Olytics) web tracking software, a new straightforward integration interface, and some JavaScript snippets that you place on your pages, with your Google Ad Manager
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HPage: Hosted ContentEmail Builder - Hosted Content
Page: How to code records In Open Ended Coding (OEC)
Knowledge Base Home Go to Menu and select My Omeda under Administer image-20240520-171441.png Go to Toolbox and select Open Ended Coding image-20240520-171448.png You will see all of the demos that have write-in responses that need coding. image-20240520-
Page: How to send a user back to your website after form submission (redirect to a return URL)
Knowledge Base Home Signing up for a subscription or newsletter should be a seamless process for your users, even when filling out a form that is not embedded on your website. Setting up a redirect to a return URL will send users to the same location on y
Page: How To Use A/B Testing on your Form Builder Webform (video)
Knowledge Base Home A/B Testing in Form Builder allows you test two content variations on your form to see which corresponds with the most conversions or hits. AB-Testing_Medium.mp4 To get started, first find the “AB Test” tool under Additional Form Optio
Page: How To Use Progressive Profiling
Knowledge Base Home Optimize Your Webforms and Increase Conversions using Progressive Profiling For many media companies, finding the balance between acquiring your website users’ data and converting the users into tangible subscribers, leads or customers
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IPage: Implementing OlyticsKnowledge Base Home To implement Omeda’s web tracking solution, otherwise known as Olytics, you will need to add JavaScript and CSS to the head of any web page in which you want to capture behavioral data. These scripts can be found in the Omeda menu unde
Page: Integration with Zapier
Knowledge Base Home Omeda is excited to partner with Zapier, a leading no-code process automation platform that connects data between web apps that are not linked via direct integrations. With the Zapier integration, Omeda clients can create, automate and
Page: INTEGRATIONS
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Page: Integrations – Overview & Capabilities
Knowledge Base Home INTEGRATION OPTIONS FOR DATA ACTIVATION APIs Omeda offers a wide array of APIs for website support and multi-vendor integration. Through the valuable data sharing of this robust API set, the centralized database drives numerous client
Page: Issue Activity Reporting
Reports – Issue Activity Reporting
Page: Issue Closes
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JPage: July 19, 2024Knowledge Base Home CDP (Olytics, Personalization, Metering) A/B Testing in Personalizations Users can now setup A/B Testing within a personalization to experiment with different message content and identify which version receives more engagement through
Page: June 28, 2024
Knowledge Base Home Audience Search Updated View of Behavior Tags Within Audience Search We’ve updated the display of Behavior Tags in Audience Search. Tags will now show grouped with other tags that have the same customer_behavior_visit_id which indicate
Page: June 7, 2024
Knowledge Base Home Email Builder Summary Stats Combine Split Reporting We’ve added the option to combine deployment splits (A/B test) reporting into a single row in the summary stats. There is now a “Combine Splits” option to aggregate splits. image-2024
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LPage: Lead ScoringKnowledge Base Home Lead Scoring is a tool that will allow you to create Lead Score Events, where you can define rule sets and place values against those rules to calculate a score based on a variety of items. Once the event is active, the calculations wi
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MPage: Manage Users UIKnowledge Base Home Manage Users UI The purpose of this UI is for our Client Admin users to be able to maintain their own users. The Client Admin will need to have the appropriate permissions to be able to access the UI. You can find this option by clicki
Page: March 15, 2024
Knowledge Base Home Email Builder Content Recommendations in Email Builder In Email Builder, Content Recommendations users with access will now be able to create deployments that contain Content Recommendations. Users will be able to select the domain for
Page: MARKETING AUTOMATION & EMAIL BUILDER
Knowledge Base Home
Page: Marketing Automation (Odyssey)
Knowledge Base Home
Page: Match Evaluation (Webinar)
Knowledge Base Home Learn from Nicole Backaus, Omeda’s Client Success Director, on how to use match evaluation. Match Evaluation performs a simple merge/purge allowing you to compare a group of records to your Omeda database. During this webinar, we will
Page: May 24, 2024
Knowledge Base Home Audience Builder Updates to Product Membership Field We made the following updates to the Product Membership field: Removed Class 27 from Active Magazines (now only includes Classes 1 and 2) Added Classes 26 and 27 to All Magazines (no
Page: Metering
Knowledge Base Home
Page: Metering – FAQs
Knowledge Base Home How many meters can I set up on a domain? There is currently no limit to how many meter jobs you can set up for one domain. Why are people registering and still getting meter messages? If someone has registered previously, but clears t
Page: Metering – Reporting
CDP - Metering – Reporting
Page: My Omeda
Knowledge Base Home About the Dashboard and Widgets The Dashboard is the first thing you see when you log into My Omeda if you haven’t specified a location at sign in. It can be configured to display different pieces of information regarding your data, de
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OPage: October 11, 2024Knowledge Base Home Release Highlights Stripe Integration: Streamline subscription payments & optimize conversions More consumers are replacing traditional physical cards with digital payments. So, if you can’t accommodate these forms of payment, you risk
Page: Odyssey - FAQ's
Odyssey – FAQs
Page: Odyssey - SMS Element
Knowledge Base Home The SMS element can be added to any voyage and can be used to create an SMS Message that will deploy to your audience. After adding an SMS element to your voyage canvas and clicking the element, the voyage creator can then provide the
Page: Odyssey Element
Odyssey - SMS Element
Page: Odyssey Elements
Knowledge Base Home
Page: Odyssey Fatigue Filter Element
Knowledge Base Home The Fatigue Filter element is available to use in any Odyssey voyage where an email address is included in the Audience source file. This element enables users to advance only audience members who are not “fatigued” per the setting in
Page: Odyssey Overview
Knowledge Base Home Marketing Automation Platform Marketing Automation (MA) is a core business requirement for many of our customers, but most have unique needs when it comes to execution. We set out not to integrate with an infinite number of providers,
Page: Odyssey – A/B Test Element
Knowledge Base Home The A/B Test element can be used in any voyages to test the success of two or more Channel or Marketplace elements based on the most Opens, Clicks or the most audience members who met a criteria. The A/B Test element can be used multip
Page: Odyssey – Adroll Elements
Knowledge Base Home There are two AdRoll elements available for use in any Odyssey voyage, AdRoll CRM Audience and AdRoll Event Based Audience. The AdRoll CRM Audience element will allow you to target element visitors across additional extension networks
Page: Odyssey – Audience Element
Knowledge Base Home The Audience element is required for any Odyssey voyage and allows users to choose the voyage type and the audience of the voyage. After adding an Audience element to your voyage canvas and clicking the element, the voyage creator can
Page: Odyssey – Creating Custom Templates
Knowledge Base Home If you’d like to create and use custom templates for your voyage, simply create your voyage and select Save as Template from the ‘…‘ icon on the voyage canvas. image-20240426-174657.png The Element shells and Connections will be saved
Page: Odyssey – Dynamic Content
Knowledge Base Home Overview As the attention of your audience is essential (and as there is an increasing amount of marketing clutter), it’s imperative to target your audience in more specific and personal ways. In doing this, you can ensure that each to
Page: Odyssey – Editing an In Progress Voyage
Knowledge Base Home Voyages need to be flexible in order to be successful. That’s why Odyssey allows users to make changes while their voyage is In Progress. Currently, the following elements are editable while a voyage is In Progress by pausing the eleme
Page: Odyssey – Email Conditions
Knowledge Base Home Conditions in Odyssey allow users to create different paths within a voyage based on an audience member’s interaction with an Email element. There are two types of conditions that are available after an Email element is placed on the c
Page: Odyssey – Email Designer Templates
Knowledge Base Home The Email Designer templates were created to help our clients begin building epromos within Odyssey. They will provide a shell for the epromo to be built around. There are multiple options, all of which can be added to or modified once
Page: Odyssey – Email Element
Knowledge Base Home The Email element can be added to any voyage and can be used to create an Email that will deploy to your audience. After adding an Email element to your voyage canvas and clicking the element, the voyage creator can then provide the Em
Page: Odyssey – Email Merge Variables
Knowledge Base Home In Odyssey, merge variables are used to populate personalized data from your Audience Source files into the emails your audience receives. This allows you to personalize your emails for each individual recipient. Merge variables become
Page: Odyssey – Error Troubleshooting
Knowledge Base Home If an error occurs within a Scheduled or In Progress voyage, an email notification will be sent to the voyage creator and the voyage will move to the Error status. Voyages in this status will essentially be on hold until the voyage is
Page: Odyssey – Export Element
Knowledge Base Home The Export element is available to use in any Odyssey voyage where a Customer Id is included in the Audience source file. This element enables users to Export the audience members who have reached the Export element to an Email or SFTP
Page: Odyssey – Facebook Elements
Knowledge Base Home There are two Facebook elements available for use in any Odyssey voyage, Facebook Ad Manager and Facebook Event Manager. The Facebook Ad Manager element will send the element visitors to Facebook Ad Manager where they can then be targe
Page: Odyssey – FAQs
Knowledge Base Home Voyage Details FAQ How should I set up my Odyssey Voyage? The Odyssey elements can be split up into three different categories: image-20240424-220431.png An Odyssey voyage must start with the first two elements. These elements can both
Page: Odyssey – Filter Element
Knowledge Base Home The Filter element is available to use in any Odyssey voyage where a Customer Id is included in the Audience source file. This element enables users to build voyages with different paths for passengers who meet criteria and passengers
Page: Odyssey – Form Submit Element
Knowledge Base Home The Form Submit element is available to use in any Odyssey voyage where a Customer Id is included in the Audience source file. This element enables users to build voyages that can advance audience members after they submit or do not su
Page: Odyssey – Global Settings
Knowledge Base Home For users with the appropriate access, the Odyssey Global Settings menu is available within the Odyssey navigation bar. In this screen, users can configure the global voyage settings for their database. image-20240426-174304.png Voyage
Page: Odyssey – Goal Element
Knowledge Base Home Voyage creators can leverage the Odyssey Goal element to track the success of their voyages and remove audience members within the voyage that have met the goal. This will prevent audience members from receiving additional marketing ef
Page: Odyssey – Google Ad Manager Element
Knowledge Base Home The Google Ad Manager element is available for use in any Odyssey voyage. This element will allow you to send the element visitors to Google Ad Manager as a key/value pair, which can then be used in targeted advertising. After adding t
Page: Odyssey – Merging Paths
Knowledge Base Home Odyssey’s Merging Paths functionality enables users to simplify voyages by merging the passengers from multiple branches or paths into another. This eliminates the need for redundant paths when a series of elements is shared between mo
Page: Odyssey – Metering Element
Knowledge Base Home The Metering element can be added to any Odyssey voyage if your database uses Omeda’s CDP solution, otherwise known as Olytics. This element will allow you to meter your sites for visitors that are included within an Odyssey voyage. Th
Page: Odyssey – Omeda’s Email Designer
Knowledge Base Home The Email Designer in Odyssey is located within the Email element under the “HTML” section. image-20240426-174759.png When you click into the tool, a pop-out window will appear. image-20240426-174804.png There are multiple options for
Page: Odyssey – Pathfinder Element
Knowledge Base Home The Pathfinder element is available to use in any Odyssey voyage. This element enables users to query the element visitors in Audience Builder. Only visitors who exist in the database will be available to query. After adding a Pathfind
Page: Odyssey – Personalization Element
Knowledge Base Home The Personalization element can be added to any Odyssey voyage if your database uses Omeda’s CDP solution, otherwise known as Olytics. This element will allow you to create a modal that will display on your sites to the element visitor
Page: Odyssey – Querying Element Visitors in Audience Builder
Knowledge Base Home Within Audience Builder, you will have the ability to query each of the Elements used within a Voyage. Previously, only the Audience and Pathfinder elements were available to query on. Now, all elements used with the voyage can be qu
Page: Odyssey – Querying Element Visitors in Audience Builder (OnQ)
Odyssey – Querying Element Visitors in Audience Builder
Page: Odyssey – Reporting
Knowledge Base Home Odyssey Reports allow you to review the performance of a Voyage while it’s in progress or after it is completed. On Canvas Reporting When looking at voyage in In Progress or Done Status. The “Reporting” Display Option will be available
Page: Odyssey – Reports
Odyssey – Reporting
Page: Odyssey – Split Element
Knowledge Base Home The Split element can be used within any Odyssey voyage to randomly assign the audience into two or more different paths depending on the percentage assigned for each path. If your voyage is currently in progress and the Split element
Page: Odyssey – Timing Elements
Knowledge Base Home The Odyssey timing elements include the following: Schedule Wait Stop These elements allow you to specify when a voyage should begin, when your audience should advance to the next element, and when an audience should no longer continue
Page: Odyssey – Using Profiles
Knowledge Base Home If your company uses profiles, you have the ability to save Odyssey Voyages within each specific profile. This will limit them to the profile in which they were created (and the Master Universe Profile). To use this feature, select the
Page: Odyssey – Voyage Templates
Knowledge Base Home Odyssey – Voyage Templates image-20240426-175145.pngimage-20240426-175151.pngimage-20240426-175156.png Voyage Templates in Odyssey – Introduction A good template can help save you time and keep your Odyssey voyages organized. Templates
Page: Olytics
Knowledge Base Home
Page: Olytics APIs
Knowledge Base Home
Page: Olytics Comprehensive Lookup
Knowledge Base Home For a given global database, this API can be used to return all of the active olytics fields and their valid values on the database. These are the fields / values that the user has been passing to us in their olytics.fire() API calls.
Page: Olytics Customer Search
Knowledge Base Home For a given set of olytics/behavioral search parameters, this API will return a list of Omeda customer ids matching those parameters. This api can be used to help in building an external lead gen tool. Summary An api available to our o
Page: Olytics Customer Top Values
Knowledge Base Home For a given customer, this service returns the top 3 olytics tag values for each field you are using as part of your olytics setup. Summary An api available to our olytics clients. For a given customer, this service returns the top 3 o
Page: Olytics – Integration Description
Knowledge Base Home Olytics is our web behavioral tracking service that provides valuable insight into the web behavior of both known and unknown visitors across your website and content. While there are numerous advantages to having this insight and trac
Page: Omeda Academy – Quick-Start Guide
Knowledge Base Home The Omeda Academy https://training.omeda.com/omeda-academy/ offers courses for each part of the platform and courses structured by experience level. The courses are a great way to learn core skills and discover best practices. To get s
Page: Omeda Client Support Portal – User Guide CLOUD
Knowledge Base Home image-20240424-211559.png What’s new in the Cloud? Your client Portal has moved to the Cloud to make your experience faster, easier and more secure. Learn about a few changes to the previous Support Portal experience that you might not
Page: Omeda Compliance Library
Knowledge Base Home This document is about Knowledge Base Categories, specifically SOC Reports and their associated download links. SOC Reports SOC 1 2023 2022 SOC 2 2023 2022 Table of Contents
Page: Omeda Integrations
Knowledge Base Home
Page: Omeda Stripe Connect Payment Gateway Integration Guide
Welcome to the Omeda Stripe Connect Payment Gateway Integration Guide. This comprehensive document is designed to assist you in setting up and utilizing our Stripe Connect integration, allowing you to accept payments effortlessly within your Omeda account
Page: Omeda – Getting Support
Knowledge Base Home Omeda Client Support Omeda Client Support is available during Omeda Business Hours from 7:30am to 5:30pm CST, Monday through Friday. All non-emergency Support requests should be submitted via your Client Support Portal via the followin
Page: Omeda’s Add Customer Action in Zapier
Knowledge Base Home Omeda’s Add Customer Action found in Zapier allows you to easily bring customer data into Omeda based on some type of event from a third party application. This action allows you to bring in standard contact information, and up to 10 d
Page: On24
Knowledge Base Home
Page: ON24 Integration Setup
Knowledge Base Home Integration Summary Webinar activity is critical to building a full 360 degree view of your audience. Not only does it give you a unique insight into what topics your audience members are interested in but it will also open up adverti
Page: ON24 – Integration Description
Knowledge Base Home ON24 can be integrated with your Omeda account to best capture your webinar data and turn it into actionable information. Each night, information from your ON24 account is pushed into Omeda in order to better optimize your audience and
Page: Onboarding
Knowledge Base Home Onboarding Materials: Omeda Academy - Onboarding Courses https://training.omeda.com/omeda-academy/?course_catid=26 Onboarding Guide: At Omeda, we give you a full team to help you master the platform and reach your goals, both during im
Page: Order History Lookup by Customer Id
Knowledge Base Home This API provides the ability look up all available Order History information for a customer by the Customer id or for a specific product if the Product Id is included. The response will include the http reference to the owning custo
Page: Order Issue History Lookup by Customer Id
Knowledge Base Home This API allows retrieval of Order History information by Customer id or Product Id, providing details like purchase history and issue details. Summary This API provides the ability look up all available Order History, including issue
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PPage: PAYMENT GATEWAYSKnowledge Base Home
Page: Personalization
Knowledge Base Home
Page: Personalization – A/B Testing
Knowledge Base Home The A/B Testing tool in Personalizations allows you to optimize your website’s user experience by comparing different versions of personalization messages. With A/B testing, you can easily determine which design, content, or call-to-ac
Page: Personalization – FAQs
Knowledge Base Home Is there a limit to how many people I can target with a single personalization? The maximum amount of people you can target in a query for a personalization job is 250,000. If I don’t set any audience who will see the message? If there
Page: Personalization – Integration Description
Knowledge Base Home Personalization allows you to serve specific content to your website visitors based on their behavior and characteristics such as the content they consume, a demographic, or even paid status. These jobs can be targeted to a saved Audie
Page: Personalization – Reporting
CDP - Personalization – Reporting
Page: Phone Lookup By Customer Id
Knowledge Base Home This API provides the ability look up a Customer’s Phone Numbers by the Customer id. Summary This API provides the ability look up a Customer’s Phone Numbers by the Customer id. General Technical Requirements The following technical re
Page: Postal Address Lookup By Customer Id
Knowledge Base Home This API provides the ability look up a Customer’s Address by the Customer Id. The response will return all active addresses stored for a given customer. Summary This API provides the ability look up a Customer’s Address by the Custo
Page: Postal Info Lookup
Knowledge Base Home The Postal Information API returns postal information for a given postal code. The postal data is updated as available from the USPS, and field definitions can be found here: Summary The Postal Information API returns postal informatio
Page: Product Lookup by Brand API
Knowledge Base Home This API provides capabilities to retrieve the defined products of a single brand. This service is useful for building your own data mapping service when reading or writing from/to other Omeda services. Summary This API provides capabi
Page: Production Schedule - Submission Guide
Production Schedule Submission Guide
Page: Production Schedule Submission Guide
Knowledge Base Home To start, please complete the following: Download and fill out the Production Schedule Template: Submit your schedule via Service Desk http://support.omeda.com/ as a Production Schedule request in the Fulfillment tab, and attach the
Page: PROFESSIONAL SERVICES
Knowledge Base Home
Page: Promo Codes
Knowledge Base Home A promo code is used to track information about a subscription so the success of a campaign can be measured. A promo code can also be used to dynamically populate rates in Form Builder forms. Promo Code Dashboard image-20240918-150140.
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QPage: Querying Your Olytics DataKnowledge Base Home After implementing the Olytics scripts on your site, you will want to take advantage of your new data by targeting audience members with Olytics visits. Audience Builder provides many ways to target audience members with Olytics data;
Page: Querying Your Web Behavioral Data (Webinar)
Knowledge Base Home Learn from Alyssa Sands, Omeda’s Client Success Manager, on how to query your Olytics data. Alyssa will walk you through how you can use Audience Builder (OnQ) to target your audience based on their web behaviors. Tracking these behavi
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RPage: Release NotesKnowledge Base Home
Page: Release Notes for Apr 21 | V23.6
Knowledge Base Home Audience Builder Postal Address Contact Type Field A new field called Postal Address Contact Type will now be available to query by in Audience Builder. Once configured this field will allow the user to search by the Contact Type assig
Page: Release Notes for Apr 29 | V22.6
Knowledge Base Home Audience Builder Cross-Hatch Report Distinct Email Update The logic used to calculate the Distinct Email count in the Audience Builder Cross-Hatch Report has been updated to reflect the same data that is returned when the Distinct Emai
Page: Release Notes for Apr 8 | V22.5
Knowledge Base Home Audience Builder Decimal Number Demos Allowed for Output The Demographic type of Decimal Number will soon be available in Configure for the Outputs section. Additional Type Column in Manage Output Layouts An additional column for Type
Page: Release notes for Aug 12 | V22.11
Knowledge Base Home Data Loader Take Action on Multiple Files at Once After selecting a status from the Status filter, users now have the option to select multiple files at once to take action on. For example, if there are multiple files in the ‘Ready to
Page: Release Notes for Aug 25 | V23.12
Knowledge Base Home Campaign/Event Tool Lead Scoring Behavior Rulesets The Behavior Rule set will now be available in the Lead Scoring UI. This new rule set allows the user to set a Lead Score to score records based on behavioral data that has been collec
Page: Release Notes for Aug 4 | V23.11
Knowledge Base Home Audience Builder Audience Builder to Ignore Archived and Flagged Form Builder Sites The logic for Audience Builder has been updated to omit Form Builder sites that have been archived or flagged to be hidden. A new checkbox, “Show in Au
Page: Release Notes for Dec 2 | V22.16
Knowledge Base Home Campaign / Event Tool Hosted Content UI Update When hosted content images are changed, there can be a delay of up to five minutes before the updated image is passed to the content. A static message has been added to the Hosted Content
Page: Release Notes for Dec 21 | V23.17
Knowledge Base Home New UI/UX Omeda UI/UX Updates With this release, the new UI/UX for Form Builder, CDP (Personalization + Metering), and Integrations will be released to all users. These changes represent the next phase of the ongoing release of Omeda’s
Page: Release Notes for Feb 17 | V23.3
Knowledge Base Home Audience Builder Combo Orders are Available to Query Users now have the ability to query combo orders in Audience Builder. Under a product, a user can find this field under the Paid Subscriptions skittle where they can isolate those re
Page: Release Notes for Feb 25 | V22.3
Knowledge Base Home Audience Search Allow Title as a Search Option in Audience Search The (text) Title field will now be available as a search option in the Audience Search UI. This field will function similar to the name search where a user can type a po
Page: Release Notes for Feb 4 | V22.2
Knowledge Base Home Audience Builder Unitized Demos Added to Crosshatch Audience Builder users will now be able to select Unitized Demographics when setting up Crosshatch Reports. A Unitized demographic is assigned based on the rules set up for the Unit.
Page: Release Notes for Jan 14 | V22.1
Knowledge Base Home Audience Builder Odyssey Dependencies for Query deletion Deleting a query from Audience Builder that is currently sending can create calamity and heartache for the users. To avoid this, dependencies have been added for Odyssey Voyages
Page: Release Notes for Jan 27 | V23.2
Knowledge Base Home Audience Search Audience Search Order Screen Verifi(cation) Date The pre-populated date in the Audience Search Order Entry UI for the Verifi(cation) Date field has been removed. The field is still a required field. This change will for
Page: Release Notes for July 1 | V22.9
Knowledge Base Home Data Loader Receive Email Notifications for Selected FTP Files When setting up email notifications for FTP file uploads, users can now select which files they would like to receive email notifications for. Preview how this update works
Page: Release Notes for July 14 | V23.10
Knowledge Base Home Audience Builder Query & Output Unit Demographic Verification Date (UDVD) A new field named Unit Demographic Verification Date (UDVD) will now be available for query and output. UDVD data is the most recent demographic date for the res
Page: Release Notes for July 22 | V22.10
Knowledge Base Home CDP (Olytics, Personalization, Metering) New Olytics Cookie oly_fire_id A new cookie will be created by the olytics.fire javascript with the behavior id set as the value. This cookie will indicate when the user’s visits are being track
Page: Release Notes for June 10 | V22.8
Knowledge Base Home Odyssey New Email Fatigue Filter Element A new “Email Fatigue Filter” element is now available in Odyssey. This new element will allow users to filter their audience based on the number of emails recipients have received in a set time
Page: Release Notes for June 2 | V23.8
Knowledge Base Home Client Settings Allow Edit for All Behavior Names Restrictions on the Behavior UI in settings have been lifted to allow users to edit Behavior names at any time. Previously, only Behaviors that did not have any processed data were allo
Page: Release Notes for June 23 | V23.9
Knowledge Base Home Portal New Navigation Menu The Omeda platform navigation menu has a new look and feel to support the ongoing release of Omeda’s new UI/UX. This is the first step in the rollout of upgrades across the platform, all designed to create an
Page: Release Notes for Mar 10 | V23.4
Knowledge Base Home Audience Search Updated Audience Search Icons We gave a facelift to the already existing Audience Search icons that indicate a locked record, group admin, group record and gift. We also created a new icon to show combo orders. image-20
Page: Release Notes for Mar 18 | V22.4
Knowledge Base Home Audience Builder Consolidated Demographic Clarification in Audience Search In the Audience Search Demographics section, any demographic that has been designated as a Consolidated Demographic will now show the Consolidated Icon (from Cl
Page: Release Notes for Mar 31 | V23.5
Knowledge Base Home Form Builder Phone Fields to Accept Numeric Values Only To improve the user experience when filling out a form, phone fields will now only allow numeric values to be typed in. If a user tries to enter an alpha or special character into
Page: Release Notes for May 19 | V23.7
Knowledge Base Home Data Loader Webhook Name Added to Error Email Notifications The name of the specific webhook will now appear on webhook error email notifications along with the record name that triggered the error. Marketing Integrations (Facebook, Ad
Page: Release Notes for May 20 | V22.7
Knowledge Base Home Audience Builder Tax Exempt Number Search Field in Audience Builder Users may need to isolate records in Audience Builder by the Tax Exempt Number. This new field will need to be configured into the Audience Library and will be a text
Page: Release Notes for Nov 16 | V23.16
Knowledge Base Home Audience Builder Notice Effort for Query and Output The next new field to be added to the new “Notice Fields” skittle will be Effort. This field will allow the user to isolate records based on which effort of the notice job they have r
Page: Release Notes for Nov 4 | V22.15
Knowledge Base Home Audience Builder Canceled Orders Omitted from Output in Audience Builder A new option will be available for outputting orders that will allow the user to output all orders except canceled orders. If the order has been canceled (and ref
Page: Release Notes for Oct 14 | V22.14
Knowledge Base Home Dashboard Dynamic Dashboard Link for Unknown to Known – Past 30 Days With this release users will see a dynamic (clickable) number for the “Unknown to Known” past 30 days number on the Dashboard. Once clicked this will take the user to
Page: Release Notes for Oct 27 | V23.15
Knowledge Base Home Audience Builder Query and Output for Notice ID A new Skittle has been created for Audience Builder called “Notice Fields,” where fields pertaining to notices will be contained. The first field to be included will be Notice ID, allowin
Page: Release Notes for Oct 6 | V23.14
Knowledge Base Home Odyssey New Odyssey AI Feature (Beta) In Odyssey, users will now be able to leverage AI when creating their email content. The Odyssey AI Assistant is a new feature available in Beta within the Designer mode of Email Elements. When a P
Page: Release Notes for Sep 15 | V23.13
Knowledge Base Home New UI/UX Omeda UI/UX Updates With this release, the new UI/UX for Email Builder, Data Loader, Manage Users, and Odyssey will be released to all users. These changes represent the next phase of the ongoing release of Omeda’s new UI/UX
Page: Release Notes for Sep 2 | V22.12
Knowledge Base Home Audience Builder Audience Builder Output to Default to Excel Format The default option for type of file for Output has been updated to be Excel. New Unit Fields – Created Date and Changed Date Two new fields will now be available for U
Page: Release Notes for Sep 23 | V22.13
Knowledge Base Home Audience Builder Most Recent Engagement Clicks In the Most Recent Engagement AB skittle we have added an option to allow users to target the Most Recent Engagement Date by Email Clicked. This option will return customers that have clic
Page: Reporting Library
Knowledge Base Home Audience Reports Report Name Paid Report Report Description Use Case Tip Active Requestor Issue Date Count Report breaks out the active requestors by year based on the issue date instead of the Audit Cycle dates. e.g. running in Sept
Page: Reports
Knowledge Base Home
Page: Reports - AutoRenewals Analysis Report
Knowledge Base Home The AutoRenewals Analysis Report provides a detailed account of the performance of your autorenewal campaigns. The user can choose to zero in on a single product or run the report against all of your products at once. The report will r
Page: Reports - FAQ's
Reports- FAQs
Page: Reports Library
Reporting Library
Page: Reports – Audience Builder (OnQ) Reporting
Reports – Audience Builder Reporting
Page: Reports – Audience Builder Reporting
Knowledge Base Home Overview We offer several ways for you to further segment the customers within your query to enable more targeted marketing and reporting. Click on Report and here are your options: Audience Report – This report allows you to analyze y
Page: Reports – Audience Overlap Report
Knowledge Base Home Audience Overlap Report Within Audience Builder, you now have an option to run an Audience Overlap Report. This can be found in the Audience Builder menu bar under “Report”. This report allows you to select up to 5 saved queries to s
Page: Reports – Audience Report
Knowledge Base Home Overview The Audience Report provides details about the audience of a particular magazine issue. Audience Development Managers often use this to understand the recency, demographics, location and other data of their customers. This rep
Page: Reports – Data Tracker Reporting
Knowledge Base Home Overview The Data Tracker Report is a report you may refer to when you want to view the activity of data batches as it is processed through Datapool and onto the Omeda Database. From beginning to end, you will be able to see when your
Page: Reports – Email Builder Reporting
Reports – Email Reporting
Page: Reports – Email Device and Client Type Reporting
Knowledge Base Home Summary The Opens by Client and Device report is available in the Reports and Analytics menu as well as within our Deployment Delivery reports. This report will show the Device Type and Email Client values for all recipients who opened
Page: Reports – Email Reporting
Knowledge Base Home Introduction General Information Our Reporting functionality allows users to view delivery and response statistics for all tracked deployments. All email sends, whether from Email Builder or Odyssey, have the ability to track delivered
Page: Reports – Engaged Companies Report
Knowledge Base Home Reports – Engaged Companies Report This report is located under the Web Behavior Reports section of the Reports tab and pulls the data that is feeding the “Engaged Companies” section of the Dashboard Insights page. image-20240425-17485
Page: Reports – Issue Activity Reporting
Knowledge Base Home Issue Activity Report Issue Close Activity Report – v11 This reports compares the current issue stats to the previous issue’s. To run this report, go to the “Reports and Analytics” section of the portal and click on “Issue Activity” un
Page: Reports – Overview
Knowledge Base Home At Omeda, we provide many reports for you to understand who your customers are and how to market to them. Here is a list of the reports and how to access them. Email Reports – Understand which customers are receiving and responding to
Page: Reports – Web Behavior Reporting
Knowledge Base Home Accessing the reports via the Omeda portal To access the reports: Login to http://my.omeda.com http://my.omeda.com/ Select the Menu tab in the top right, then Reports and Analytics under the Manage section. There is a section called We
Page: Reports- FAQs
Knowledge Base Home Audience Report What is the Pay Status definition? Paystat is defined by whether the record is paid or not. For Paid, the three choices are 1) Payment was included at time of order, 2) payment was paid on invoice , and 3) payment is pe
Page: Reset Authentication
Knowledge Base Home This API provides the ability to reset the password for an existing customer for authentication. This will update the current password for the user and update it to a temporary random password that should be changed upon log in. Summar
Page: Run Processor
Knowledge Base Home The Run Processor API runs the Processor for an indivdual TransactionID that is pending processing. Summary The Run Processor API runs the Processor for an indivdual TransactionID that is pending processing. Base Resource URI For Produ
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SPage: Save Customer and OrderKnowledge Base Home This API provides the ability to post a complete set of customer identity, contact, and demographic information along with order information for data processing (insert/update). Summary This API provides the ability to post a complete
Page: Save Customer and Order Paid
Knowledge Base Home This API provides the ability to post a complete set of customer identity, contact, and demographic information along with order (paid or controlled) information for data processing (insert/update). Summary This API provides the abilit
Page: Scheduled Output
Scheduled Outputs
Page: Scheduled Outputs
Knowledge Base Home Scheduled Outputs Dashboard In the Scheduled Outputs (previously known as Lead Gen) dashboard, you can access both Active and Inactive Scheduled Output events. Scheduled Output is a tool used to output files on an automated, recurring
Page: Send Form Submission Data via Zapier
Knowledge Base Home In today’s world, it’s necessary to have an easy way to pass data from one app to another. In Form Builder, we’ve made it easy to pass data using our “Export URL” feature that can help you connect and pass data to numerous apps outside
Page: Sending an SMS Message
Knowledge Base Home SMS Dashboard The SMS Dashboard will provide users with an at-a-glance view of several metrics that they may find helpful as well as a list of the SMS Messages that are scheduled or are currently sending. image-20240717-182120.png In t
Page: September 20, 2024
Knowledge Base Home Release Highlights SMS is now available for automated workflows in Odyssey 4388cc7a-713f-4523-945b-8a3bee5c0773.png Add the SMS element to your Odyssey voyages. Ready to boost your marketing? Engage your customers instantly and directl
Page: SMS
Knowledge Base Home
Page: SMS - Best Practices for Using Toll-Free Numbers in the US and Canada
Knowledge Base Home This guide explains which SMS and MMS use cases are approved for Toll-Free phone numbers, and our recommendations for high SMS deliverability. SMS Delivery and Deliverability SMS Delivery is a measure of the percentage of outgoing SMS
Page: SMS FAQs
Knowledge Base Home Setting up Phone Numbers Do I have to use a toll-free number to send SMS messages? Yes. Omeda can only deploy messages from verified toll-free numbers https://knowledgebase.omeda.com/omedaclientkb/sms-what-to-know Does Omeda send inter
Page: SMS – Collecting Opt-Ins
Knowledge Base Home SMS – Collecting Opt-Ins Opt-ins are important in order to send SMS messages. There are various ways you can designate & collect opt-ins in Omeda, via Audience Search, Data Loader & Form Builder. Audience Search In Audience Search, whe
Page: SMS – Getting Started
Knowledge Base Home SMS with Omeda Sending SMS with Omeda provides another channel to reach your audience. A few things to note before you get started with SMS: Omeda will require consent to send SMS messages to a recipient. Omeda will only send to Domest
Page: SMS – What to know
Knowledge Base Home SMS with Omeda Sending SMS with Omeda provides another channel to reach your audience. A few things to note before you get started with SMS: Omeda will require consent to send SMS messages to a recipient. Omeda will only send to Domest
Page: Store Behavior
Knowledge Base Home This API provides capabilities to add and update Behaviors defined for a given brand. Summary This API provides capabilities to add and update Behaviors defined for a given brand. For example, you might use it to keep your marketing da
Page: Store Behavior Action
Knowledge Base Home This API provides capabilities to retrieve and add Behavior “Actions” defined for a given brand. Summary This API provides capabilities to retrieve and add Behavior “Actions” defined for a given brand. General Technical Requirements Th
Page: Store Behavior Attribute
Knowledge Base Home This API provides capabilities to create Behavior Attributes as well as add Defined values for existing Behaviors Attributives. Summary This API provides capabilities to create Behavior Attributes as well as add Defined values for exis
Page: Store Behavior Category
Knowledge Base Home This API provides capabilities to retrieve and add the Behavior Categories defined for a given brand. Summary This API provides capabilities to retrieve and add the Behavior Categories defined for a given brand. General Technical Requi
Page: Store Brand Info APIs
Knowledge Base Home
Page: Store Customer Info APIs
Knowledge Base Home
Page: Styling Your Form Builder Forms
Knowledge Base Home There are few ways you can style forms. Some styling can be applied directly to elements already placed on the form. But you can also create HTML and/or CSS outside of Form Builder and load this into the UI for use on your form. Here i
Page: Subscription Lookup By Customer Id
Knowledge Base Home This service returns all available subscription information stored for a given Customer Id and optional Product Id. Note, this includes both current subscription and deactivated subscriptions (see below to determine the differences). S
Page: Subscription Lookup By Email
Knowledge Base Home This service returns all subscription information stored for all customers with the given Email Address and optional Product Id. Note, this includes both current subscription and deactivated subscriptions (see below to determine the di
Page: SUBSCRIPTION MANAGEMENT & FULFILLMENT
Knowledge Base Home
Page: Success Case - How To Use Progressive Profiling
How To Use Progressive Profiling
Page: SUCCESS USE CASES
Knowledge Base Home
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TPage: Tax Rate LookupKnowledge Base Home The Tax Rate Lookup API returns the tax rate that should be applied to an order based on their location and product id being ordered. The lookup will also take into consideration tax exempt customers if the Customer Id is passed in. Su
Page: Technical Details
Knowledge Base Home
Page: THE OMEDA EXPERIENCE
Knowledge Base Home
Page: TLS 1.0 and 1.1 Deprecation
Knowledge Base Home To keep up with recommended PCI security guidelines, Omeda’s webservices will be upgraded to only support the TLSv1.2 security protocol. Older versions of SSL and early TLS will no longer be supported for HTTPS clients needing to conne
Page: Training
Knowledge Base Home Omeda Academy - Training Course Catalog https://training.omeda.com/wp-content/uploads/Omeda_AcademyCourseCatalog_Q1-2024.pdf
Page: Training Video Library
Training Videos
Page: Training Videos
Knowledge Base Home All Categories Overview – Omeda Menu Bar https://vimeo.com/437169273/ed4af9cd8c Onboarding – Omeda Basics Platform Overview https://vimeo.com/480760136/242e8c3147 Audience Builder (OnQ) Creating Groups https://vimeo.com/930443253/6b
Page: Transaction Lookup
Knowledge Base Home The Transaction Lookup service is used to check on the submission status of a particular POST submission from DataQueue. Summary The Transaction Lookup service is used to check on the submission status of a particular POST submission f
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UPage: Update AuthenticationKnowledge Base Home This API provides the ability to post an update to username and/or password for an existing customer for authentication. Summary This API provides the ability to post an update to username and/or password for an existing customer for a
Page: Update Billing Info
Knowledge Base Home This API provides the ability to update the Billing Information for a Single Customer and a Single Paid Product. This service will look up all the active, pending, and graced Paid Subscription records for the given customer and product
Page: User Guide - Knowledge Base
Summary The Omeda Client Knowledge Base is an integrated version of our Knowledge Base directly tied to your Client Support Portal. This integration allows for a more connected approach between Clients submitting support tickets, having intelligent access
Page: User Guide - Support Portal
Omeda Client Support Portal – User Guide CLOUD
Page: Using a Custom Domain for your Form Builder Webform
Knowledge Base Home For many of Omeda’s clients, displaying Omeda webforms within the structure of your website serves to improve the user experience while keeping subscribers where you’d like them – on your website. This is typically done by iframing a F
Page: Using Form Builder to capture a Behavior Subscription Attribute
Knowledge Base Home Using Form Builder to capture a Behavior Subscription Attribute There are a few ways to build a form within Form Builder in order to capture a Behavior. The most common uses is to capture a Download or Registration action for items su
Page: Utility APIs
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VPage: Validate AuthenticationKnowledge Base Home This API provides the ability to validate a username and password for authentication. This can be used to authenticate a user and get the Omeda Customer Id for the authenticated user. It will only validate usernames of active customers
Page: VIDEO LIBRARY
Knowledge Base Home
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WHome page: Welcome to the Omeda Client Knowledge BaseResources & Documentation Help Center Get in contact Raise a Support Request https://support.omeda.com Omeda Support Hours: 8am - 6pm CT Knowledge Base Categories The Omeda Experience THE OMEDA EXPERIENCE Documentation DOCUMENTATION CDP - Customer Data Pl
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Audience Builder
Email Validation Query to Return Most Recent Code
The Email Validation field stores a history of codes collected for an email. Audience Builder has been updated to return the most recent code for each Vender collected on the customer.
Notice Approval Date for Query and Output
The next new field to be added to the new “Notice Fields” skittle will be Notice Approval Date. This field will allow the user to isolate records based on the Date the Notice job is Approved.
Form Builder
Additional Themes
New themes have been added to the Theme gallery when creating a new form. Users can also use these new themes on existing forms by changing the Theme drop down on the Settings page.
Add reCAPTCHA to Forms
reCAPTCHA v3 is a security solution developed by Google to protect websites from spam, abuse, and automated attacks. Unlike the traditional CAPTCHA systems that require users to solve challenges like identifying distorted text or selecting specific images, reCAPTCHA v3 operates silently in the background. Learn more about reCAPTCHA v3 and how to add to your Omeda forms here: https://training.omeda.com/knowledge-base/form-builder-recaptcha-v3-implementation/ .
Odyssey
Connect Filter Elements to Fatigue Filter Elements
In Odyssey, the Filter element can now be connected into Fatigue Filter elements which allows for additional segmentation before an email is sent.
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