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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
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Print
GDPR Consent Management
GDPR and Personalization
Building a GDPR Personalization allows you to track your site users’ consent using messages or popup modals that you create. This tool also allows you to store the consent within your database and target the audience that will see your message.
How it works
- Design a personalized message for your visitors with verbiage and style of your choosing.
- Review and modify your message html – utilizing our olytics.consentYes() and olytics.consentNo() javascript functions (shown below).
- When a visitor clicks a link or button with the appropriate onclick function attached – that consent (Yes or No) is stored in your Omeda database and the message will automatically close. NOTE: to store consent the olytics.fire script must also be executed on the page.
- Consent is stored at the site domain level.
- GDPR consent messages will display according to overall priority against both regular and GDPR-type messages.
- Once a visitor has seen a GDPR message, they will not be shown another message for a minimum of 5 minutes.
- Under “Location Settings” you can choose to target or exclude visitors from countries in the European Union.
Things to consider
- The Consent is stored at the site domain level so you may want to create individual personalization messages for each site.
- GDPR consent messages will display according to overall priority against both regular and GDPR messages.
- After a user declines to give consent, Omeda will no longer track their site behaviors but this does not necessarily mean that any additional tools you may use to track behavior will no longer do so. We are working on enhancements to our API suite to allow you or your vendors to access this field.
Once a visitor has seen a GDPR message – they will not be shown another message for a minimum of 5 minutes.
How to find it
- You can find the GDPR option for Personalization under the “Administer” section of Omeda’s menu. If you don’t have permission for this, please contact your Audience Services manager.
- You can also find this within the Personalization tool.
Instructions to create a GDPR consent message
- When creating a GDPR consent message within the personalization tool, you will need to make sure the first box, “This is a GDPR Consent Message”, in the GDPR section of the tool is checked.
- Create or add your content. You can create and edit your message using the wysiwig editor or copy/paste your html by clicking Tools > Source Code or clicking the <> symbol.
- Add the olytics.consentYes() and olytics.consentNo() javascript functions to your html by clicking Tools > Source Code or clicking the <> symbol. It is best to add this to a link or button within your html.
- Select “Quick Test”, to confirm that your message displays the way you’d like it to.
- Specify whether the user must click consent yes or decline in order to close the modal.
- Specify whether users should not see the modal if they have already consented.
- Select your audience.
- You can choose to target a specific audience query you’ve created in Audience Builder (OnQ).
- Limit your audience to exclude only EU site users or include only EU site users.
- Target Anonymous Visitors Only or Known Visitors Only.
- Or, do not select any of the above and display your consent popup to all site users.
- Specify how often you would like to show your message.
- Specify which display option you would like to use.
- There are a few more options available to you when targeting or displaying your content. Feel free to use these fields if you find them necessary.
- Set your domain restrictions. Because consent is stored on the domain level, you will want to make sure you are showing a unique personalization modal for each domain. The content can be the same, but you will set your domain here so the modal only shows on sites with that specified domain.
- Name your personalization and save. Make sure to test on your site to make sure your content works with the css on your site.
- Set the priority for your personalization by clicking the arrows in the Priority column.
- Activate your personalization.
Reporting and Analytics
- You can find a report for each GDPR Personalization in the column labeled Actions, there are several reports available:
- Impressions by Day (Known Customers)
- Impressions by Day (Anonymous Traffic)
- Impressions per Url (Top 20 Shown – Known Customers)
- Impressions per Url (Top 20 Shown – Anonymous Traffic)
- Impressions per Entry Point (Top 20 Shown – Known Customers)
- Impressions per Entry Point (Top 20 Shown – Anonymous Traffic)
- In Audience Builder (OnQ), you can select all those who have seen your GDPR Personalizations under the Personalized Content Impressions skittle. Search for the name of your personalization in the field “Personalized Content Search”.
- You can select those who have consented or declined on each domain using the field labeled “GDPR Consent”.
For any other questions, please review our GDPR Overview within our Knowledge Base or contact us at gdpr@omeda.com.
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