Search the Omeda Knowledge Base
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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
- Behavior Attribute Lookup by Customer Id
- Order Issue History Lookup by Customer Id
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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 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
- Release Notes for May 24 | V24.7
- Release Notes for June 7 | V24.8
- Release Notes for June 28 | V24.9
- 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
- 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
- Release Notes for June 23 | V23.9
- Release Notes for July 14 | V23.10
- Release Notes for Aug 4 | V23.11
- Release Notes for Aug 25 | V23.12
- Release Notes for Sep 15 | V23.13
- Release Notes for Oct 6 | V23.14
- Release Notes for Oct 27 | V23.15
- Release Notes for Nov 16 | V23.16
- Release Notes for V23.17
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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
- 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
- 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 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 - 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 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
- 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 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
- Client Empowerment: Deployment Types
- Client Empowerment : Managing Your Database
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- 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
- Data Loader - S3 Buckets
- 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
- Form Builder - Form Dashboard
- Form Builder - Content
- Form Builder - Integrations
- Form Builder - Expressions
- Form Builder - Create a Form
- Form Builder - Settings
- Form Builder - Form Categories and Form Types
- Form Builder - Builder
- Form Builder - Error Log
- Form Builder - Payment Gateways
- Form Builder ADA Compliance
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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
- Form Builder - Embedding Webforms via iFrame or Javascript
- 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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FAQs
Audience Search – Overview
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, behaviors, demographics, and email permissions (opt-in/out). To access Audience Search, click the Menu tab and select Audience Search under the Management Section. Enter the Brand that you wish to search in.
Quick Navigation and Keying Tips
You can click on almost any data on the screen to edit it. Otherwise, if you prefer using your keyboard, we have setup the following access keys for quicker keying that are much preferred by customer service reps. To use the following Access Keys, do Shift + Alt + Access Key in Firefox or Alt + Access Key in Internet Explorer and Chrome. For example, to get to the Contact Info section in the Customer Info page, press Shift + Alt + 1 (in Firefox) or Alt + 1 (in Internet Explorer and Chrome).
Tabbing allows you to navigate from one field to another while Shift-Tab lets you navigate backwards. Enter key allows you to open a table or dialog box and start editing while Esc closes it.
Help Screen
There’s a Help Screen which is defined by your company on what information to be displayed. Click the Help Screen link at the top and the topics that have been entered by your company will be displayed. You can click on any topic on the left column to view the details. To add a new category to the Help Screen, go to the Management Console and select Add Category. This will give you a blank screen for you to enter the name of the category. Click Add to save this or cancel to cancel this category. Click the x in the upper right corner to close the Help Screen.
To add additional topics, click on the category and simply click the Add Content link, type in your topic header, topic content, click Add.
To edit an existing topic or remove an entire category, click either the Edit link or select Remove from category link.
Searching, Adding and Updating Customers
Learn how to search for customers, add new ones or update existing customer records with this User Guide.
Subscription Management
Follow this User Guide to view existing subscription details, add new subscriptions and new transactions
Group Subscription Management
Use this User Guide to learn how to manage group subscriptions.
Gift Subscription Management
Use this User Guide to learn how to manage gift subscriptions.
Other Customer Updates
Learn about customer deactivation, viewing a customer’s behavior and more in this User Guide