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The Omeda Experience
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Documentation
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- Brand Comprehensive Lookup Service
- Brand Promotions Quantity
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- Behavior Lookup Grouped By Product
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- Behavior Lookup
- Demographic Lookup by Brand API
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- Customer Lookup By Email Address
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- Behavior Lookup By Customer Id
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- Customer Lookup By Customer Id
- Email Validity Lookup API
- Behavior Attribute Lookup by Customer Id
- Order Issue History Lookup by Customer Id
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- Email On Demand Send
- Email Deployment
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- Email Audience Assignment Status
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- Email Flag Email As Invalid
- Email Clicks
- Email - Checklist for Sends Created via API Calls
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- Release Notes for Feb. 2 | V24.2
- Release Notes for Feb. 23 | V24.3
- Release Notes for Mar. 15 | V24.4
- Release Notes for Apr. 5 | V24.5
- Release Notes for Apr. 26 | V24.6
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- Release Notes for July 19 | V24.10
- Release Notes for Aug. 9 | V24.11
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- Release Notes for Jan 27 | V23.2
- Release Notes for Feb 17 | V23.3
- Release Notes for Mar 10 | V23.4
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- Release Notes for July 14 | V23.10
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- Release Notes for Jan 14 | V22.1
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- Release Notes for Feb 25 | V22.3
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- Release Notes for Apr 8 | V22.5
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- Release notes for Aug 12 | V22.11
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- Release Notes for V21.1
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- Release Notes for V20.1
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- Release Notes for V19.1
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CDP – Customer Data Platform
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- 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
- Personalization - A/B Testing
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Integrations
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- 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
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Analytics & Reporting
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- Odyssey - Reporting
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- Form Submit Report
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- Reporting Library
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Marketing Automation & Email Builder
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- Email On Demand Send
- Email Deployment
- Email Deployment Clone
- Email Deployment Remove Audience
- Email Audience Assignment Status
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- Email Deployment Approval Lookup
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- Email Deployment Cancel
- Email Deployment Search
- Email Flag Email As Invalid
- Email Clicks
- Email - Checklist for Sends Created via API Calls
- Email Deployment Lookup
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- Email Builder - User Guide
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- Email - Deliverability
- Email - Opt-Out Footer Merge Variable
- Email - Stealth Link
- Email - Behavioral Data
- Email - Automation for Email Sending
- Email - Deployment Type Creation
- Email – Training Schedules for New Clients
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- Email - Adding Domains to Safe Sender List
- Email - Deployment Checklist & Best Practices
- Email Deployment Unschedule
- Email Builder - Getting Started
- Campaign Tool - 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
- Email – Checklist for New Clients
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- 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
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- Odyssey - Goal Element
- Odyssey - A/B Test Element
- Odyssey - Google Ad Manager Element
- Odyssey Fatigue Filter Element
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- 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
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Data Management & Governance
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- Odyssey - Querying Element Visitors in Audience Builder
- Audience Builder - Product Field Library
- Examples of Audience Builder Queries Using Paid Fields
- Querying Your Olytics Data
- Data Loader - Querying in Audience Builder
- Email - Behavioral Data
- Audience Builder (OnQ) - Date Field Definitions
- Audience Builder - How To Query Customers
- Audience Builder (OnQ) - Query Result Outputs
- Audience Builder - Overview
- Reports - Audience Builder Reporting
- Audience Builder - Admin User Guide
- Audience Builder (OnQ) - Advanced Features
- Audience Builder (OnQ) - Match Evaluation
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- Client Empowerment: Message Types
- Client Empowerment: Profiles
- Client Empowerment: API Keys
- Client Empowerment: Alternate IDs
- Client Empowerment: Logos
- Client Empowerment: Demographics
- Client Empowerment: Database Settings
- Client Empowerment: Behaviors
- Client Empowerment: Deployment Products
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- Client Empowerment : Managing Your Database
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- Data Loader - Webhooks
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- Data Loader FAQs
- Data Loader Introduction
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- Data Loader - FTP Sites
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- Data Loader - Controlled Magazine Data
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Subscription & Fulfillment Management
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Forms & Landing Pages
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- Form Builder Overview
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- How to send a user back to your website after form submission (redirect to a return URL)
- Form Builder - Adding a This Is Not Me Widget
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- How To Use Progressive Profiling
- Form Builder - Using the PayPal Payment Method
- Form Builder - Using Campaign Promo Codes
- Using Form Builder to capture a Behavior Subscription Attribute
- Form Builder - reCAPTCHA v3 Implementation
- How To Use A/B Testing on your Form Builder Webform (video)
- Styling Your Form Builder Forms
- Best Practices for Testing Forms
- Form Builder Forms URL Structure and Appending Parameters
- Using a Custom Domain for your Form Builder Webform
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Success Use Cases
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Professional Services
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Video Library
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Audience Builder (OnQ) – Date Field Definitions
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 fields to your field library and outputs. If you are not an Audience Builder Admin, submit a request to have date fields configured to your field library and outputs.
Name of Date Field | Location in Field Library | Definition | Use Case | Ability to Output | Available in Audience Search |
Original Customer Date | Customer Contact | This date field will display the date a record originated. If customer records are merged, the oldest Original Customer Date will be retained. | Target these customers that are brand new to your database with a welcome series campaign. | Yes | Yes |
Customer Created Date | Customer Contact | This date field will display the date that Omeda creates the Customer ID for a record in the database. The date is tied to the origin of that Customer ID, not necessarily the customer itself. | Yes | Yes | |
Most Recent Engagement Date | Customer Contact | This date field will display the most recent activity based on Email Opened, Subscription Verification, Behavior and Olytics. This field is based on Customer ID. | Identify the most or least engaged audience members. This will be useful to create and track KPI’s, build profiles and personas, drive re-engagement campaigns and database clean-up. | Yes | No |
Last Change Date | Customer Contact | This date field will display the date the customer record was last changed or modified. Any change to either a subscription or address change will be reflected in this date. | Yes | No | |
Customer Sign-Up Date | Product | This date field will display when the transaction is added for processing. | Yes | No | |
First Order Date | Product | This date field will display when the customer subscribed to a specific product. | Target these customers that are brand new to a product with a welcome series campaign. | Yes | No |
Verification Date | Product | This date field will display when the customer subscribed/renewed to a specific product. | Target these customers that are up for renewal with a subscription series campaign. | Yes | Yes |
Demographic Date | Demographics | This date field will display when the customer updated their demographics. | Target customers with an old demographic date with a progressive profiling series campaign. | Yes | Yes |
Profile Created Date | Customer Contact | This is the date the Customer has entered *or* reentered into a Profile. Because a customer can enter, exit and reenter a profile, Audience Builder is designed to query the most recent date a customer has entered into the profile. That said, the date field used in Audience Builder query is actually the change date. The created date will store the first time a customer enters into a profile, which will never change. The change date (or) most recent profile date only changes when a customer exits and reenters. | Know when and how many new customers have entered into a profile. | Yes | Yes |
Activation Date | Products | This Date field tracks the date a controlled Magazine record or Newsletter record becomes active. | Can be used to view when newsletter records were activated and started to receive the newsletter. | Yes | Yes |
Deactivation Date | Products | The Date field tracks the date an active controlled magazine or newsletter record is deactivated. | Can be used to view to see when newsletter records were deactivated and no longer received the newsletter. | Yes | Yes |
Email Created Date | Customer Contact | This date is the date an email address was added to the Database | To track age of email address through customer merges. | Yes | No |
Paid Specific Date Fields
Name of Date Field | Location in Field Library | Definition | Use Case | Ability to Output | Available in Audience Search |
Rollup Expire Date | Products | This date field rollls up all of a record’s orders for a specific product, both active and pending, to show when the record will next expire and need to be renewed. | Used to identify the records expiring in the coming months for a renewal series. | Yes | No |
Expected Expire Date | Products, under Paid Subscriptions | This date field is the date a record’s current active order is expected to expire. This field doesn’t include any pending orders. | Can be used to query records by current expire to compare to the renewal reports. | Yes | Yes |
CC Expiration Date | Products, under Paid Subscriptions | This date field allows you to search when a subscriber’s credit card is set to expire. We record the credit card’s expiring month and year. Note a Credit card doesn’t expire until the last day of the month its set to expire. | Can be used to identify records who have an expired credit card and is going to be auto-renewed in the coming month. | Yes | Yes |
Date Entered | Products, under Paid Subscriptions | This date field is the date the order was entered into the database. | Can be used to identify when a record was processed or keyed into the database to make sure it was loaded before an issue close date. | Yes, found as Order Date, not Date Entered | Yes |
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