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
- 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
Metering – Authorize Function Implementation
The Metering Authorize functions can be used to allow your site visitors to bypass a Meter once they’ve completed a form. With this method an “authorized” flag will be associated to the visitor’s cookie via a Javascript function that must be placed on the last page of the form. Unlike the product based implementation, the visitor’s product membership data will not be used to determine whether they will no longer be Metered. This allows for added flexibility when using an Omeda Form Builder form because forms built around behaviors or other non-product attributes can now be used within Meters. The authorize function can also be used on third party forms where Olytics is implemented.
It is important to note that the Authorize flag will expire for each visitor per the setting configured in the “Configuration” tab of the Meter labelled, “An authorized Visitor must re-authorize after”.
Authorize Function for Iframed or Embedded Form Builder Forms
If the form for the Meter is iframed within a Meter Message, the below function should be used, where meter-identifier represents the Meter Id that displays within the configuration tab.
olytics.authorizeWithIframe('meter-identifier')
When this function is fired the following will occur:
- The visitor will be authorized to bypass the meter
- Returns the visitor’s encrypted customer id to the parent site and closes the Meter Message.
When this function is used a close-confirm function should not be used on the form and the form should be set to Process Immediately.
For ease of use, we’ve provided an example of the full script that can be inserted into the head of the last page of the Form Builder form. Again, please note that the ‘meter-identifier’ must be replaced in the below script with the correct identifier for the meter.
// this UID is different for each meter:
var olyEncMeterId = 'meter-identifier';
if( document.readyState !== 'loading' ) {
if(document.getElementById("olyticsImport")) {
window.olytics.authorizeWithIframe(olyEncMeterId);
} else {
document.querySelector("#olyticsImport").addEventListener('load',function(){
window.olytics.authorizeWithIframe(olyEncMeterId);
});
}
} else {
window.onload = function() {
if(document.getElementById("olyticsImport")) {
window.olytics.authorizeWithIframe(olyEncMeterId);
} else {
document.getElementById("olyticsImport").onload = function(){
window.olytics.authorizeWithIframe(olyEncMeterId);
};
}
};
}
If you’d like the modal to wait three seconds after the form is submitted before closing, please use the script below as a guide.
// this UID is different for each meter:
var olyEncMeterId = 'meter-identifier';
if( document.readyState !== 'loading' ) {
if(document.getElementById("olyticsImport")) {
setTimeout(function(){
window.olytics.authorizeWithIframe(olyEncMeterId);
}, 3000);
} else {
document.querySelector("#olyticsImport").addEventListener('load',function(){
setTimeout(function(){
window.olytics.authorizeWithIframe(olyEncMeterId);
}, 3000);
});
}
} else {
window.onload = function() {
if(document.getElementById("olyticsImport")) {
setTimeout(function(){
window.olytics.authorizeWithIframe(olyEncMeterId);
}, 3000);
} else {
document.getElementById("olyticsImport").onload = function(){
setTimeout(function(){
window.olytics.authorizeWithIframe(olyEncMeterId);
}, 3000);
};
}
};
}
Authorize Function for Linked Form Builder Forms
If the form for the Meter is linked from a Meter Message, the below function should be used, where meter-identifier represents the Meter Id that displays within the configuration tab and redirectUrl represents the url the visitor should be returned to after the form is submitted. The visitor’s encrypted customer id (oly_enc_id) should be appended to the redirectUrl.
olytics.authorizeAndRedirect('meter-identifier', 'redirectUrl');
When this function is fired the following will occur:
- The visitor will be authorized to bypass the meter
- The visitor is directed to the url stored in the redirectUrl variable
For ease of use, we’ve provided an example of the full script that can be inserted into the head or header of the last page of the Form Builder form. Again, please note that the ‘meter-identifier’ and ‘redirectUrl’ must be replaced in the below script with the correct identifier for the meter and the return url. The form must also be set to Process Immediately.
<script>
// this UID is different for each meter:
var olyEncMeterId = 'meter-identifier';
if( document.readyState !== 'loading' ) {
if(document.getElementById("olyticsImport")) {
window.olytics.authorizeAndRedirect(olyEncMeterId, 'redirectUrl');
} else {
document.querySelector("#olyticsImport").addEventListener('load',function(){
window.olytics.authorizeAndRedirect(olyEncMeterId , 'redirectUrl');
});
}
} else {
window.onload = function() {
if(document.getElementById("olyticsImport")) {
window.olytics.authorizeAndRedirect(olyEncMeterId, 'redirectUrl');
} else {
document.getElementById("olyticsImport").onload = function(){
window.olytics.authorizeAndRedirect(olyEncMeterId, 'redirectUrl');
};
}
};
}
</script>
When using this function, you may want to populate the redirectUrl using merge variables. To do so the following script should be placed within an Export URL element with the type ‘Other’.
<script>
// this UID is different for each meter:
var olyEncMeterId = 'meter-identifier';
if( document.readyState !== 'loading' ) {
if(document.getElementById("olyticsImport")) {
window.olytics.authorizeAndRedirect(olyEncMeterId, 'redirectUrlMergeVariable?oly_enc_id=%%0.2.110%%');
} else {
document.querySelector("#olyticsImport").addEventListener('load',function(){
window.olytics.authorizeAndRedirect(olyEncMeterId , 'redirectUrlMergeVariable?oly_enc_id=%%0.2.110%%');
});
}
} else {
window.onload = function() {
if(document.getElementById("olyticsImport")) {
window.olytics.authorizeAndRedirect(olyEncMeterId, 'redirectUrlMergeVariable?oly_enc_id=%%0.2.110%%');
} else {
document.getElementById("olyticsImport").onload = function(){
window.olytics.authorizeAndRedirect(olyEncMeterId, 'redirectUrlMergeVariable?oly_enc_id=%%0.2.110%%');
};
}
};
}
</script>
Authorize Function for Third-Party Forms
If the form for the Meter is hosted by a third party, the below function should be used, where meter-identifier represents the Meter Id that displays within the configuration tab.
olytics.authorize('meter-identifier')
The third party form site must have Olytics implemented and the visitor’s anonymous or encrypted id must be passed to the metered site.