Search the Knowledge Base

The Omeda Experience

• Client Success

  • Omeda Client Support Portal - User Guide
  • Omeda Client Support Portal - User Guide CLOUD

• Data Success

  • Event Accelerator Suite - Data Appends
  • ABM Accelerator Suite - Data Appends
  • Omeda Client Support Portal - User Guide
  • Content Recommendations
  • Omeda Client Support Portal - User Guide CLOUD

• Onboarding

  • Email - Checklist for New Clients
  • Email – Training Schedules for New Clients
  • The Omeda Experience - Onboarding Overview
  • Omeda Client Support Portal - User Guide
  • Implementing Omeda's CDP Solution, Olytics
  • Omeda Client Support Portal - User Guide CLOUD
  Show all articles ( 1 ) Collapse Articles

• Training

  • Omeda Academy - Quick-Start Guide
  • Training Videos

• Omeda - Getting Support
• Omeda Client Support Portal - User Guide
• Omeda Client Support Portal - User Guide CLOUD

Documentation

• API & Webservices

  • Authentication APIs

    • Add Authentication
    • Validate Authentication
    • Update Authentication
    • Reset Authentication
    • Activate Authentication

  • Brand Lookup APIs

    • Brand Comprehensive Lookup Service
    • Brand Promotions Quantity
    • Brand Group Lookup
    • Brand Promotions Content By Promo Code
    • Brand Promotions By Promo Code
    • Behavior Categories Lookup
    • Behavior Actions Lookup
    • Behavior Lookup Grouped By Product
    • Behavior Lookup By Id
    • Behavior Lookup
    • Demographic Lookup by Brand API
    • Deployment Type Lookup by Brand API
    • Product Lookup by Brand API
    Show all articles ( 8 ) Collapse Articles

  • Customer Lookup APIs

    • Customer Lookup By Email Address
    • Subscription Lookup By Customer Id
    • Order History Lookup by Customer Id
    • Customer Lookup by Hashed Email Address
    • Email Address Lookup By Customer Id
    • Gift Lookup by Donor ID
    • Behavior Lookup By Customer Id
    • Subscription Lookup By Email
    • Customer Merge History Lookup
    • Customer Lookup By Name and Country
    • External ID Lookup By Customer Id
    • Demographic Lookup By Customer Id
    • Phone Lookup By Customer Id
    • Postal Address Lookup By Customer Id
    • Customer Change Lookup
    • Customer Comprehensive Lookup By Customer Id
    • Customer Lookup By EncryptedCustomerId
    • Customer Lookup By External ID
    • Customer Lookup By PostalAddressId
    • Customer Lookup By Customer Id
    • Email Validity Lookup API
    Show all articles ( 16 ) Collapse Articles

  • Email Builder APIs

    • Email On Demand Send
    • Email Deployment
    • Email Deployment Clone
    • Email Deployment Remove Audience
    • Email Audience Assignment Status
    • Email Deployment Content
    • Email Deployment Approval Lookup
    • Email Deployment Schedule
    • Email Deployment Cancel
    • Email Deployment Search
    • Email Flag Email As Invalid
    • Email Clicks
    • Email - Checklist for Sends Created via API Calls
    • Email Deployment Content Lookup
    • Email Deployment Unschedule
    • Email Deployment Lookup
    • Email Deployment Test
    • Email Deployment Add Audience
    • Email Opt In/Out Lookup
    • Email Optout Queue
    • Email Optin Queue
    • Email Deployment Audience List FTP
    Show all articles ( 17 ) Collapse Articles

  • Olytics APIs

    • Olytics Customer Top Values

  • Store Brand Info APIs

    • Store Behavior
    • Store Behavior Action
    • Store Behavior Category
    • Assign Behavior To Category
    • Store Behavior Attribute

  • Store Customer Info APIs

    • Save Customer and Order Paid
    • Transaction Lookup
    • Assign Behavior Bulk
    • Assign Behavior
    • Save Customer and Order
    • Update Billing Info
    Show all articles ( 1 ) Collapse Articles

  • Utility APIs

    • Postal Info Lookup
    • GDPR Permission API
    • Tax Rate Lookup
    • Run Processor
    • Form Submission API
  • API Standard Constants and Codes
  • API - Overview
  • API Web Service Best Practices

• Release Notes

  • 2023 Release Articles

    • Release Notes for Jan 27 | V23.2
    • Release Notes for Feb 17 | V23.3
    • Release Notes for Mar 10 | V23.4
    • Release Notes for Mar 31 | V23.5
    • Release Notes for Apr 21 | V23.6
    • Release Notes for May 19 | V23.7
    • Release Notes for June 2 | V23.8
    Show all articles ( 2 ) Collapse Articles

  • 2022 Release Articles

    • Release Notes for Jan 14 | V22.1
    • Release Notes for Feb 4 | V22.2
    • Release Notes for Feb 25 | V22.3
    • Release Notes for Mar 18 | V22.4
    • Release Notes for Apr 8 | V22.5
    • Release Notes for Apr 29 | V22.6
    • Release Notes for May 20 | V22.7
    • Release Notes for June 10 | V22.8
    • Release Notes for July 1 | V22.9
    • Release Notes for July 22 | V22.10
    • Release notes for Aug 12 | V22.11
    • Release Notes for Sep 2 | V22.12
    • Release Notes for Sep 23 | V22.13
    • Release Notes for Oct 14 | V22.14
    • Release Notes for Nov 4 | V22.15
    • Release Notes for Dec 2 | V22.16
    Show all articles ( 11 ) Collapse Articles

  • 2021 Release Articles

    • Release Notes for V21.1
    • Release Notes for V21.2
    • Release Notes for V21.3
    • Release Notes for V21.4
    • Release Notes for V21.5
    • Release Notes for V21.6
    • Release Notes for V21.7
    • Release Notes for V21.8
    • Release Notes for V21.9
    • Release Notes for V21.10
    • Release Notes for V21.11
    • Release Notes for V21.12
    • Release Notes for V21.13
    • Release Notes for V21.14
    • Release Notes for V21.15
    • Release Notes for V21.16
    • Release Notes for V21.17
    Show all articles ( 12 ) Collapse Articles

  • 2020 Release Articles

    • Release Notes for V20.1
    • Release Notes for V20.2
    • Release Notes for V20.3
    • Release Notes for V20.4
    • Release Notes for V20.5
    • Release Notes for V20.6
    • Release Notes for V20.7
    • Release Notes for V20.8
    • Release Notes for V20.9
    • Release Notes for V20.10
    • Release Notes for V20.11
    • Release Notes for V20.12
    • Release Notes for V20.13
    • Release Notes for V20.14
    • Release Notes for V20.15
    • Release Notes for V20.16
    • Release Notes for V20.17
    Show all articles ( 12 ) Collapse Articles

  • 2019 Release Articles

    • Release Notes for V19.1
    • Release Notes for V19.2
    • Release Notes for V19.3
    • Release Notes for V19.4
    • Release Notes for V19.5
    • Release Notes for V19.6
    • Release Notes for V19.7
    • Release Notes for V19.8
    • Release Notes for V19.9
    • Release Notes for V19.10
    • Release Notes for V19.11
    • Release Notes for V19.12
    • Release Notes for V19.13
    • Release Notes for V19.14
    • Release Notes for V19.15
    • Release Notes for V19.16
    • Release Notes for V19.17
    Show all articles ( 12 ) Collapse Articles

  • 2018 Release Articles

    • Release Notes for V18.9
    • Release Notes for V18.10
    • Release Notes for V18.11
    • Release Notes for V18.12
    • Release Notes for V18.13
    • Release Notes for V18.14
    • Release Notes for V18.15
    • Release Notes for V18.16
    Show all articles ( 3 ) Collapse Articles
  • Release Notes for May 19 | V23.7

• FAQs Documentation

  • Odyssey - FAQs
  • Data Loader FAQs
  • TLS 1.0 and 1.1 Deprecation
  • Personalization - FAQs
  • Metering - FAQs
  • Reports- FAQs
  • Email - FAQs
  Show all articles ( 2 ) Collapse Articles

• Fulfillment Glossary
• Reporting Library

CDP – Customer Data Platform

• Olytics

  • Olytics API

    • Customer Olytics Data
    • Olytics Comprehensive Lookup
    • Olytics Customer Search
    • Olytics Customer Top Values
  • Olytics Overview
  • Implementing Omeda's CDP Solution, Olytics
  • Testing Your Olytics Implementation
  • Querying Olytics Your Olytics Data
  • Reports - Web Behavior Reporting

• Metering

  • Metering Overview
  • Metering - FAQs
  • Metering - Authorize Function Implementation
  • Metering - Using Specific Testers
  • Personalization & Metering - Click Tracking
  • Metering - Troubleshooting Checklist
  • Metering - Reporting
  Show all articles ( 2 ) Collapse Articles

• Personalization

  • Personalization Overview
  • Personalization - FAQs
  • Personalization - Reporting
  • Personalization - Archiving & Restoring
  • Personalization - HTML Templates
  • Personalization - Scroll Trigger and Infinite Scroll Pages
  • Personalization - Merge Variables
  • Personalization - 'Generate Personalization' Option
  • Personalization & Metering - Click Tracking
  • GDPR Consent Management
  • Form Builder - Embedding Webforms via iFrame or Javascript
  Show all articles ( 6 ) Collapse Articles

• Form Listener

Integrations

• External Integrations

  • Zapier

    • Integration with Zapier
    • Bring Customer Data in via Webhooks by Zapier Action - POST Event
    • Bring Customer Data in using Zapier
    • Omeda's Add Customer Action in Zapier
    • Send Form Submission Data via Zapier
    • Bring Customer Data in via Webhooks by Zapier Action – Custom Request Event
    • Formatter by Zapier Action
    Show all articles ( 2 ) Collapse Articles

  • AdRoll

    • AdRoll – Integration Description
    • AdRoll Event Based Audience - Integration Overview and Setup

  • Facebook/Instagram

    • Connecting your Facebook Business Manager and Ad Account
    • Facebook/Instagram Ad Manager – Integration Description
    • Facebook Events Manager - Integration Overview and Setup
    • Facebook/Instagram Ads Manager Integration Overview

  • Google Ad Manager

    • Google Ad Manager – Integration Description
    • Google Ad Manager Overview

  • ON24

    • ON24 – Integration Description
    • ON24 Integration Setup
  • BlueConic – Integration Description & Setup
  • FreshAddress – Integration Description
  • Drupal – Integration Description
  • CredSpark - Omeda Form Listener Integration
  • Cookie Consent Management Platforms

• Omeda Integrations

  • Personalization – Integration Description
  • Form Listener – Integration Description
  • Olytics - Integration Description

• Integrations - Overview & Capabilities

Analytics & Reporting

• Dashboards

  • Dashboard
  • My Omeda

• Reports

  • Odyssey - Reporting
  • Personalization - Reporting
  • Reports - Email Device and Client Type Reporting
  • Email - Clickbot Reporting
  • Reports - Email Reporting
  • Metering - Reporting
  • Reports - Audience Overlap Report
  • Reports - Engaged Companies Report
  • Reports-AutoRenewals Analysis Report
  • Reports - Audience Report
  • Reports - Issue Activity Reporting
  • Reports - Overview
  • Reports - Web Behavior Reporting
  • Reports- FAQs
  • Reports - Data Tracker Reporting
  • Reports - Audience Builder (OnQ) Reporting
  • Form Submit Report
  • Behavior Promo Code Report
  • Reporting Library
  Show all articles ( 14 ) Collapse Articles

• Data Science

  • Engagement Metrics & Segmentation

• Reporting Library

Marketing Automation & Email Builder

• Email Builder (Omail)

  • Email API

    • Email On Demand Send
    • Email Deployment
    • Email Deployment Clone
    • Email Deployment Remove Audience
    • Email Audience Assignment Status
    • Email Deployment Content
    • Email Deployment Approval Lookup
    • Email Deployment Schedule
    • Email Deployment Cancel
    • Email Deployment Search
    • Email Flag Email As Invalid
    • Email Clicks
    • Email - Checklist for Sends Created via API Calls
    • Email Deployment Lookup
    • Email Deployment Test
    • Email Deployment Add Audience
    • Email Opt In/Out Lookup
    • Email Optout Queue
    • Email Optin Queue
    • Email Deployment Audience List FTP
    Show all articles ( 15 ) Collapse Articles
  • Email Builder - User Guide
  • Email - Clickbot Reporting
  • Reports - Email Reporting
  • Email - Link Tracking Errors
  • Email - Deployment Defaults
  • Omeda - Getting Support
  • Email - Checklist for Sends Created via API Calls
  • Email - Assigning Link Tracking Categories
  • Email - Deliverability
  • Email - Opt-Out Footer Merge Variable
  • Email - Stealth Link
  • Email - Behavioral Data
  • Email - Automation for Email Sending
  • Email - Checklist for New Clients
  • Email - Deployment Type Creation
  • Email – Training Schedules for New Clients
  • Email - Request a New Deployment Type
  • Email - Adding Domains to Safe Sender List
  • Email - Deployment Checklist & Best Practices
  • Email Deployment Unschedule
  • Email Builder - Getting Started
  • Campaign App - Overview
  • Email - Automated ACS Notifications
  • Email - Dynamic Content
  • Email - Recurring Deployments
  • Email - FAQs
  • Email - Web Tracking
  • Email - Validation Services
  • Email Services - Overview & Capabilities
  • Email - Web Tracking String Parameter Definitions
  • Email - Appending Lists On Triggered Deployments
  • Email - Preference Page
  • Email - A/B Testing
  • Email - Triggered Deployments
  • Email - Merge Variables
  • Email - User Set-up
  • Email - Advanced Features
  • Email - Glossary
  Show all articles ( 33 ) Collapse Articles

• Marketing Automation (Odyssey)

  • Odyssey Elements

    • Odyssey - Audience Element
    • Odyssey - Timing Elements
    • Odyssey - Adroll Elements
    • Odyssey - Facebook Elements
    • Odyssey - Filter Element
    • Odyssey - Form Submit Element
    • Odyssey - Pathfinder Element
    • Odyssey - Export Element
    • Odyssey - Split Element
    • Odyssey - Personalization Element
    • Odyssey - Metering Element
    • Odyssey - Email Element
    • Odyssey - Goal Element
    • Odyssey - A/B Test Element
    • Odyssey - Google Ad Manager Element
    • Odyssey Fatigue Filter Element
    Show all articles ( 11 ) Collapse Articles
  • Odyssey Overview
  • Odyssey - FAQs
  • Odyssey - Editing an In Progress Voyage
  • Odyssey - Reporting
  • Odyssey - Querying Element Visitors in Audience Builder
  • Odyssey - Using Profiles
  • Odyssey - Creating Custom Templates
  • Odyssey - Global Settings
  • Odyssey - Email Conditions
  • Odyssey - Omeda's Email Designer
  • Odyssey - Email Designer Templates
  • Odyssey - Voyage Templates
  • Odyssey - Merging Paths
  • Odyssey - Email Merge Variables
  • Odyssey - Error Troubleshooting
  • Odyssey - Dynamic Content
  Show all articles ( 11 ) Collapse Articles

Data Management & Governance

• Audience Builder (OnQ)

  • Odyssey - Querying Element Visitors in Audience Builder
  • Audience Builder - Product Field Library
  • Examples of Audience Builder Queries Using Paid Fields
  • Querying Olytics Your Olytics Data
  • Data Loader - Querying in Audience Builder
  • Email - Behavioral Data
  • Audience Builder (OnQ) - Date Field Definitions
  • Audience Builder (OnQ) - How To Query Customers
  • Audience Builder (OnQ) - Query Result Outputs
  • Audience Builder (OnQ) - Overview
  • Reports - Audience Builder (OnQ) Reporting
  • Audience Builder (OnQ) - Admin User Guide
  • Audience Builder (OnQ) - Advanced Features
  • Audience Builder (OnQ) - Match Evaluation
  Show all articles ( 9 ) Collapse Articles

• GDPR & Privacy

  • GDPR Permission API
  • GDPR Overview
  • GDPR Consent Management

• Data Loader

  • Technical Details

    • Data Loader - Validation Rules
  • Data Loader - Webhooks
  • Data Loader - Loading Data
  • Data Loader FAQs
  • Data Loader Introduction
  • Data Loader - Basic Navigation
  • Data Loader - Querying in Audience Builder
  • Data Loader - Templates
  • Data Loader - Validation Rules by Use Case
  • Data Loader - FTP Sites
  Show all articles ( 4 ) Collapse Articles

• Data Management

  • Event Accelerator Suite - Data Appends
  • Data Processing - Merge Purge Request Form
  • Data Processing – Request a List to Be Processed
  • Production Schedule Submission Guide
  • Data Ingestion

• Manage Users UI
• Database - Overview & Capabilities
• Data Ingestion

Subscription & Fulfillment Management

• Audience Search (Customer View)

  • Audience Search - Searching Adding & Updating Customers
  • Audience Search - Overview
  • Audience Search - Subscription Management
  • Audience Search - Other Updates
  • Audience Search - Gift Subscription Management
  • Audience Search - Group Subscription Management
  Show all articles ( 1 ) Collapse Articles

• Issue Closes

  • Reports - Issue Activity Reporting

• How to code records In Open Ended Coding (OEC)
• Production Schedule Submission Guide
• Lead Scoring
• Campaign App - Overview
• Fulfillment - Overview & Capabilities

Forms & Landing Pages

• Form Builder (Dragon)

  • Form Builder (Dragon) - Overview
  • How To Use Progressive Profiling
  • Using a Custom Domain for your Dragon Webform
  • Dragon Forms URL Structure and Appending Parameters
  • Best Practices for Testing Forms
  • Test Links v. Live Links
  • Styling Your Dragon Webforms
  • CredSpark - Omeda Form Listener Integration
  • Using Dragon Form Builder to capture a Behavior Subscription Attribute
  • Form Builder ADA Compliance
  • Form Builder (Dragon) Themes
  • 2020 Form Builder Updates
  • Form Builder - Using Campaign Promo Codes
  • Form Builder - Using the PayPal Payment Method
  • Form Builder - Embedding Webforms via iFrame or Javascript
  Show all articles ( 10 ) Collapse Articles

• Form Builder How-Tos

  • How To Use A/B Testing on your Dragon Webform (video)
  • How to conditionally display a question on your form (video)
  • How to create and add an email confirmation to your form (video)
  • How to update a demographic (video)
  • How to send a user back to your website after form submission (redirect to a return URL)
  • Form Builder - Export URL
  • Form Builder - Adding a This Is Not Me Widget
  • Form Builder - Embedding Webforms via iFrame or Javascript
  Show all articles ( 3 ) Collapse Articles

• Form Builder (Dragon) - Overview
• Form Builder - Embedding Webforms via iFrame or Javascript

Success Use Cases

• EPG Media Finds Renewal Success Using Omeda’s Personalization Tool
• How To Use Progressive Profiling

Professional Services

• Event Accelerator Suite - Data Appends
• ABM Accelerator Suite - Data Appends
• Email - Validation Services

Video Library

• Form Builder (Dragon) Videos

  • How To Use A/B Testing on your Dragon Webform (video)
  • How to conditionally display a question on your form (video)
  • How to create and add an email confirmation to your form (video)
  • How to update a demographic (video)

• Match Evaluation (Webinar)
• Querying Your Web Behavioral Data (Webinar)
• Capture an Opt-In using a Modal Pop Up (Webinar)
• Audience Relationship Management (Video)
• Audience Data - Strategic Path To Growth (Video)

FAQs

• Odyssey - FAQs
• Data Loader FAQs
• Personalization - FAQs
• Metering - FAQs
• Did You Know?
• Reports- FAQs
• Email - FAQs
Show all articles ( 2 ) Collapse Articles