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The Omeda Experience
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Documentation
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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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
- Form Builder - Embedding Webforms via iFrame or Javascript
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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
- 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
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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
- 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
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- 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
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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
- Odyssey - Email Element
- 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
- Odyssey - Dynamic Content
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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 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
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Subscription & Fulfillment Management
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Forms & Landing Pages
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- 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
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- 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
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Success Use Cases
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Professional Services
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Video Library
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FAQs
Content Recommendations
Omeda’s Content Recommendations feature includes powerful data science algorithms that enable users to recommend links to their page visitors . The Content Recommendations algorithm will run nightly across the audience members who have visited a page in the last 15 days and uses collaborative filtering to place those audience members into different cohorts. Page recommendations for each audience member will then be created with page recommendations by the strength of the recommendation. These recommendations can then be displayed to users on your site within a personalization so they can easily navigate to pages they are likely to be interested in.
Configuration
Enabling Content Recommendations
In order to configure Content Recommendations, a user must first have access to Content Recommendations and Olytics. To discuss adding this tool to your Omeda portal, reach out to your Client Success team member.
Once access is given, users can configure Content Recommendations to run on individual Olytics behaviors via the Olytics Integration screen (Menu > Activate > Integrations > Olytics).
In the Manage Domains and Behaviors tab, select Edit beside an Olytics Behavior. In the Edit Behavior modal, check the box to Enable Content Recommendations.

After Content Recommendations are enabled, the behavior will run in the nightly Content Recommendations job later that night.
Excluding Pages from Content Recommendations
By default, all pages visited by your audience in the last 15 days will be pulled into the Content Recommendations nightly job. However, you may want the recommender to exclude certain pages, like your homepage or author descriptions, from being recommended. You can do this via three different methods.

Excluding by Page Type
In the Manage Content Recommendations tab on the Olytics screen, a drop down will appear containing all of the Olytics Behaviors that have Content Recommendations enabled. To add an Exclusion by Page Type, select the Olytics Behavior you want to modify, and then click, Manage Page Type Exclusions.
In the modal that appears, you will then be able to select the Page Types you want to exclude. The Page Type for each page will be populated from the “og: type” metadata present on the page and the options are Article, Profile, Book, and Video. Once you’ve made your selection, click Apply and pages with this type will no longer be pulled into the Content Recommendations program.

Excluding Specific Pages
To exclude specific pages from the Content Recommendations program, select the Olytics Behavior that want to modify the exclusions for and click, Manage Page Exclusions. A modal will appear where you can search for a specific page using exact match or wildcards (*) and then add the desired pages to the list of page exclusions.

When you’ve finished adding pages, click Apply, and those pages will no longer be recommended or included in the Content Recommendations program.
Excluding by URL String
To exclude many pages by a string contained within the url, this option can be used. Simply list the strings that, if found within the url, should exclude that url from recommendation. These strings should be comma delimitted.

Creating your Content Recommendations Personalization
To display the Content Recommendations on your site, you will need to create a Content Recommendations Personalization.
- Navigate to Personalization and Create New.
- Select the Personalization Type you’d like to use to display the Recommendations. Most users will select Standard, to display a pop up, or Inline, to display the recommendations in the context of each page.
- Expand the section labelled Content Recommendation Settings and select “This is a Content Recommendation Message”.
- Click “Generate Content Recommendation HTML”
- A modal will open where the user can select: the Behavior whose recommendations they’d like to display, the number of recommendations they’d like to display, the header text, and the header color. When finished, click Generate HTML.
- The HTML will populate in the content with the recommendation values populated as merge variables. The HTML can be changed like with any other personalization but be aware that the merge variables are what will be used to populate the links and link name. If these are removed, they will not work as expected.
- Click Save and Test on My Site to view how the personalization will show on your page with the default recommendations populated.
- Activate.

After activating your Personalization, note that if the Content Recommendations program has not yet run, the personalization will not display.
Frequently Asked Questions
What is Collaborative Filtering?
Collaborative Filtering is a technique for predicting the interests of an audience in order to make a recommendation. Generally, the audience is placed into cohorts based on previous similar behaviors, in this case, page visits, and then a new recommendation is made to members in those groups for a page that has not yet been visited. To put it very simply, if Audience Member A visited Page 1 and Audience Member B visited Page 1 and Page 2, we might recommend Page 2 to Audience Member A. This technique is frequently used across many different web applications, like Netflix’s Top Picks recommendations.
Will recommendations show in my Personalization for a new page visitor?
Yes! If a visitor is new to your site, recommendations will be shown using the most recommended pages across all cohorts.
Will my recommendations exist for Anonymous visitors?
Yes, if an Anonymous visitor has visited your page before, they will be given recommendations based on their previous behaviors and the cohort they are in. If they have not, they will be shown the most recommended pages across all cohorts.