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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 – Settings
The Settings page on a form will be where you determine the basic settings for your form.
Let’s go over what each setting’s purpose serves:
Form Title: This will allow you to describe what the form is for.
Language: We currently offer three languages; English, French, and Spanish. The web labels on the fields will display in the language selected.
Form Category and Form Type: Each category has its own set of form types that will affect how the transactions from your form are processed back to the database. Broadly, the registration category of forms will be used to gate website content while the subscription category will be used to manage magazine subscription forms. Read more about Form Categories and Form Types here.
Required Indicator: Allows you to choose how you want required fields to display on your form (asterisks before or after label, red bullet, red label).
Lookup Keys: If your form is updating or verifying an existing member of your database (renewals, change of address, preference pages, etc), you will need to select a Lookup Key to verify the customer’s information. Which ever Lookup Key you choose here, be sure to include those fields on the lookup page of your form.
Some commonly used Lookup Keys for subscription form types are:
- Account Number AND Last Name
- Email Address AND Last Name
- Account AND Last Name OR Email Address and Last Name
When your subscription form with lookup is created over the Magazine product, the account number (Postal Address ID) and email address will need to be associated with the product. You should also be aware that a populated encrypted ID will also lookup a subscriber if present in the url. The inbound parameter for encrypted ID is ‘r’ and is case-sensitive.
Commonly used Lookup Keys for registration form types are:
- Email Address and Password
- Authenticated Namespace OR try Email AND Password
- Namespace and Password
After you have determined the lookup
Theme: This will provide the layout and design of your form. View some examples here or learn more about the themes here.
Form URL: The URL of your form allows you some customization options. The first field available to customize is the domain. Typically, this field is your company name. At the end of the URL, you are also able to customize your form’s context. This must be unique across all of your forms so be specific to the brand or product and the form type.
Expiration Date: Allows you to select a date that you would like the form to expire on. On the date selected, the form will automatically be removed from production. You can leave this field blank if the form should not expire.
Expire Redirect URL: If you do select an Expiration Date, on the date the form expires, all traffic navigating to this form can be redirected to the URL entered into this field.
Product Type: Select the type of product the form should be built over. Unless the form is for a specific product subscription, keep the default as is which is Company Level.
Fresh Address Validation: This adds extra validation to the email field using our Fresh Address integration. This is billable at $0.01 per email.
Block Spam Emails: Any subscriber who enters a spam email where the domain is info.com, will see an error message when they try to complete their transaction.
Olytics: This will add Olytics script to your form automatically.
Show in Audience Builder: This will be defaulted to on which means the form will appear in Audience Builder to query from. If the form is just meant for template purposes, will never be used in production, or archived, turn this option off so the form does not appear in Audience Builder for a clutter free list.
Save as Template: This will allow you to signify to other users that this form is meant for template purposes only. If this option enabled, the form will fall under a new status on the Form Dashboard, called Template. This will allow users to be able to quickly filter and navigate to the defined templates. Users will also be able to select this template from the template gallery when creating a new form. The publish button will be disabled once this option is enabled to prevent users from pushing a template into production.
Lock from Editing: This will disable the Save and Publish button which will prevent users from making any changes from forms you want to keep as is.
Scheduled Exports: By enabling this option, you will have the ability to create a new scheduled export that will allow you to send a list of submissions/leads on a reoccurring basis to either an email address or FTP site. This will prompt you to select a method, frequency and file name. The export will only run when a form has been published and is live and it will then send a file of all submissions based on the frequency. The file will include all data entered or collected in all fields, both hidden and exposed, and a set few of standard fields (form id, submission date, processed date, session id, customer id).
Comments: The Comments text box is meant for tracking any changes that have been made. It’s not required to add a comment but it may be helpful if multiple people are working on this form.
Once the Setup page is complete, press ‘Save’ in the upper right-hand corner of the screen.