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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 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
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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
< All Topics
Print
Data Ingestion
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-Case | Things to Consider |
Omeda APIs | Provides the ability to post a transaction (customer order) to the Omeda database real-time. | Website Registration happening outside of Omeda | Developer needed on the client side to setup the API integration to push data to Omeda. |
Data Management One Time List Load | Allows a client to upload a list of customers via the Support Portal for our Data Management team to ingest | Outside List Source, Event Registrants, Webinar Attendees | Typically, a one-time setup fee to create the program (or input) to process this data. Once this input is created, the same file can be processed in the same format at no additional charge. |
Data Management Auto-Processor | Files can be dropped to an Omeda hosted SFTP site, in an expected format, and will be automatically processed to Omeda. | Telemarketing Files | Files need to be dropped to a specified SFTP site and 2 constants (supplied by our DM team) will need to be added to the file. You will work with our DM team to establish the expected layout. |
Data Loader | External facing tool that allows a client to upload a file and map the data to be loaded to Omeda. | Event Registration, Whitepaper Downloads, Newsletter Opt Ins, Email Opt Ins | Currently you can load customer data including demographics, email permissions, newsletter products & behaviors. Magazine & Website Registration coming in 2022. |
Data Loader Automated Jobs | External facing tool where files can be dropped to a specified SFTP site to be regularly ingested on an automated basis. | Event Registration, Whitepaper Downloads, Outside Newsletter Opt In form, Email Opt Ins | Automates a Data Loader job; same rules apply on the types of data that can be ingested via DL. SFTP site can be client or Omeda hosted. |
Data Loader Webhooks | External facing tool that allows a client to create a webhook to pull data into Omeda on a real-time basis. | Outside form use | Once the webhook is created, the client will need to map the data. One webhook is recommended per form. Same rules apply on the types of data that can be ingested through the DL Webhook |
*Form Listener *need to be an Omeda CDP customer to use this solution | CDP clients can place our javascript on a site that is hosting a form in order to collect the data. This sends the data to Omeda without the need of an API integration. | Outside form use | The forms need to be a single page and need to allow for a 3rd party js to be running on the form. You need to work with Data Management in order to set up an Input for the data to be processed. Processes Overnight. |
Omeda Forms | Clients can build forms using Omeda’s Form Builder Tool. Data is connected directly to Omeda and can be processed real-time or overnight. | Magazine Subscriptions, Preference Pages, Lead Forms, Registration Forms including Username/Password, Payment Forms, etc | No mapping needed since the Form Builder tool is connected directly to Omeda’s database. If collecting payment, we connect your merchant account to our Hosted PCI integration to securely process payments. |
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