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
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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
Data Loader – Templates
To save time and promote file consistency, you have the ability to create templates. There are 2 ways you can create a template:
- When you upload a new file, you can choose to save the mapping and validation rules as a template for future files
- Under the ‘Template’ section you can create a new template from scratch by manually adding fields
- Under the ‘Template’ section you can create a new template by uploading a file and a Template will be created using the header row
A template will save and apply the following to future files:
- Column to database field mapping (including any/all products, demographics, behaviors, etc)
- Processing & Validation Rules
When users create Templates the Template names have to be unique. If a user attempts to create a Template using a name that already exists on the Database, a pop up will force the user to change the Template name.
Creating a Template from an Uploaded File
To save a template based on a file that has been uploaded, choose “Create Template from Mapping” in the actions drop-down:

A popup will appear prompting you to re-name the template. Once that’s done, click ‘Create Template’ to finalize.

The new template option will appear in your templates list and will be available to apply to any future file.
Users have the option to save changes made to a files mapping on the template they have selected. For example, when loading a file that has more fields than the selected template, the template can be re-saved with the additional mapping.
Creating a Template from Scratch
Template Home Page
To get started, click ‘Templates’ on the left-hand side under the ‘Upload File’ button.

This will bring you to a new screen that lists out the templates that have been created. At a quick glance, you’ll have the following details:
- Template Name
- Creator
- Modified By
- Status Drop-down
- Ready to Map
- Active
- Active w/Errors
- Inactive
- Inactive w/Errors
- Actions Menu

You can sort each column individually, or search across templates by either status or text (name, creator, modified by, date, etc.).
Creating a New Template
If you haven’t created any templates yet, this screen will be blank. To get started, click ‘Create a Template’ in the lower right-hand corner.

The Create a Template menu provides two options to create Templates.
- Create a Template from scratch. Simply enter a Template name and click the Create Template button in the lower right of the menu.
- Create a Template using the header row of a saved file.
Option 1: Create a Template from scratch
Enter a Template name and click Create Template in the Create a Template menu. This will bring up the Edit Template menu.


To build out your template you’ll need to select a data source. You can then add as many headers and constants as you would like. (for additional details, see our Adding Headers and Constants sections) Once you’re through with the ‘General Mapping’ page, you can jump to Settings and include those in your template as well.
Once you’re satisfied with your new Template, click ‘Finish’ on the Settings page to create.
Option 2: Create a Template using the header row of a saved file
This option lets you create a Template based on the header of a file. This option is useful if you have a sample file layout. The header row of the sample file can be used to create the Template shell as opposed to option 1 where each field is manually added to the template.
Enter a Template name, then click the Choose File button to select the file you want to use as the Template. Then click Create Template.

This will bring up the Edit Template menu. Select a Data Source, then enter mapping for all applicable fields in the General Mapping menu. Click Next and update the Template based on the type of field(s) included in the Template.

If the Template includes Demographics, add and map all response values for the demographic. Be sure to add all possible value responses for each demographic to account for all input values when you start using the templates.
Add values

Map each value

Do the same for Products and Behaviors. Finally, select the applicable Settings and click Finish to create the Template.
Editing, Deactivating, Cloning or Deleting your Templates
On the Template home page, you have several options available in the drop-down once a template has been created.

Edit Template:
Clicking on this will open the Template and allow you to make changes to the headers, constants, settings etc.
Editing an active template will only apply to new files moving forward – it does not impact any current files that the template was applied to.
Deactivate Template
If you no longer need a template, but want to keep it in case you need to apply it down the road you can choose to deactivate it from the Template list. Deactivating a Template will prevent it from appearing in the template drop-down for newly uploaded files. Templates that have been deactivated will receive an ‘Inactive’ status bubble.
Clone Template:
If there are templates that you would like to build on, without having to re-create everything, you can clone an existing template and build on it. This also allows you to add or remove headers, constants, etc.
Delete Template:
You can choose to delete a template that you no longer need to use. If you attempt to delete a template being used by an FTP matching rule, you will get a warning message.

Deleting the template will cause any future matching processes to error and the files associated with that rule will not be able to process until a new template is supplied.
Applying a Template
There are 2 ways you can apply a template to a newly-added file.
The first is when the file is initially uploaded. Once the file(s) have been selected, you can apply a template to each file by choosing from the ‘Select a Template’ drop-down.

Additionally, you can choose to apply a template when you’re editing a file’s mapping by clicking ‘Apply a Template’ found in the upper left-hand corner.

When you select this button, there is a prompt that will caution you any existing mappings and settings will be overwritten by the new template. You’ll need to either apply the template or cancel to move forward.