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The Omeda Experience
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
- Show all articles7 Collapse Articles
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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
- Form Builder - Embedding Webforms via iFrame or Javascript
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
- Show all articles23 Collapse Articles
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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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- Event Accelerator Suite - Data Appends
- Data Processing - Merge Purge Request Form
- Data Processing – Request a List to Be Processed
- Production Schedule Submission Guide
- Data Ingestion
- Client Empowerment: Managing Deployment Types
- Client Empowerment: Managing Deployment Products
- Client Empowerment: Database Settings
- Client Empowerment: Demographics
- Client Empowerment : Managing Your Database
- Client Empowerment: Managing Behaviors
Subscription & Fulfillment Management
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
Success Use Cases
Professional Services
Video Library
FAQs
Form Builder – Expressions
The Expressions tab will bring you to our expression builder which will allow you to create simple or complex logic. Expressions can be used for displaying or requiring content on your form, sending emails, or directing users to different pages or different URLS based on defined criteria the visitor meets. For example, if you want the Zip Code field to only be required for subscribers from the United States or Canada, you would create an expression for this. You can create an expression from the Expression tab or you can create them directly from builder.
Expression Dashboard
The Expression Dashboard lets you filter down, sort, and search for the already existing expressions. You can also Create, Edit, Copy, or Archive individual expressions here as well.
Expression Builder
Let’s go through all the pieces of Expression Builder to get a better understanding how to edit/create an expression.
Left panel: Lets you search for an existing expression and add it to the current one you’re working on.
Title: Name your expression something clear and descriptive so you know what the expression’s purpose is.
Canvas: This is where you’ll build your expression. Select the Starting Operator (AND / OR). You’ll be able to add individual Items or Groups, or Individual Items and Groups within other Groups. You’ll also be able to delete Items/Groups. See expression Sample section.
Expression Settings: This is where you will select the logic. Choosing which fields and values you want to target. Depending on what Category you select will dynamically display what’s available to use in the remaining fields.
Edit
To edit an existing expression, click the ‘Edit’ button on any expression in the action menu.
This will open your expression above in the builder. If you need to delete an item, hover over the box and click the ‘Delete’ button:
To add an item within a group, select the Add Item+ button within an existing group.
To add another group within a group, select the Add Group+ button inside an existing group.
To add an individual item, select the Add Item+ button.
To create a new group, select the Add Group+ button.
Copy
This will copy the expression. You can rename and add or delete any items.
Archive
If you want an expression removed from the Active list, select this option:
If you try to archive an expression that is being used on a form, you will receive an error letting you know which form(s) the expression lives on. To archived the expression, you will need to remove it off the listed forms first, then archive the expression.
Add
If you want to add an existing query to another query, select ‘Edit’ on the query you are working on, use the search bar in the left panel to search for the query, then select the ‘+’ button on the query you want added to the query you are editing.
Sample
Follow the steps listed below to create a new expression. The goal of the expression in the example is to direct domestic subscribers who requested a print version of a magazine or any subscriber who selected digital, past the payment page so these subscribers are not required to pay.
- Navigate to the Expressions tab in the Navigation bar
- Select the Create + button
- Create a title for your expression in the title text box.
- Since we’re creating two conditions (USA Print OR All countries Digital), we’re going to start of by creating two groups. To do this, click the Add Group + button twice.
- Delete the first condition as we wont need it for this expression. If you need to create an expression that starts without a group, you would start your expression there.
- Switch the operator between the groups to OR since we’re doing the first group as country = USA and version = print OR the second group as version = digital.
- Let’s add content into our first group. First, we’ll add Country equals USA. Click on the text in the first group box. The expression settings will appear in the right panel which is where you will define the criteria.
- In the Expression Settings panel, click on the Category dropdown and select Contact Information. The Category field will drive what displays in the Content drop down.
- Next, search for Country and select either the Business or Residential Address Country (whichever one you use on your forms).
- If your expression should only be looking at elements of a particular product, select that product from the Product drop down. For this example, we are not looking at the Country field specific to a product so we’ll keep the default of “All Products”.
- The operator will be set to “equals”.
- We will set the value to “United States”.
- Select Save.
- Now, let’s add the Requested Version equals Print to the first group (Country equals USA AND Requested Version equals Print).
- Select the Add Item+ button in the first group.
- Define the criteria in the Expression Settings panel. For this example:
- Now we’ll want to add criteria to the second group: Requested Version equals Digital. By defining this criteria in the second group, any visitor who selects digital as the requested version, regardless of what they selected in the Country field, will skip the payment page of our form.
- Click on the text in the second group “Start your expression by configuring the content from the right” to begin configuring the Expression Settings.
- Save and you’re done! Now the expression can be used on any of forms that contain the fields defined in the expression.