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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 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
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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
Personalization – Merge Variables
Overview
There are two types of merge variables available in the Personalization tool: Olytics merge variables & merge variables for known visitors. These are all listed in the ‘Merge Variable’ Dropdown at the top of the WYSIWYG editor.

Olytics Merge Variables
Encrypted Customer Id | @{encrypted_customer_id}@
This merge variable contains a visitor’s known cookie ID. There are three ways that this is often used:
1. In links that are sent within emails: Clicking on a link with this merge variable will tie the visitor to their cookie when they land on the website so that you can track their behavior. This will increase your ‘Known (+ Behaviors)’ group within Audience Builder.
In an email URL, it will look like this:&oly_enc_id=@{encrypted_customer_id}@
2. In Redirect URLs on Dragon Confirmation Pages: Adding this merge variable to a redirect URL will pass the encrypted ID to the destination URL as ‘known’. In order to do this successfully, you’ll need to redirect the visitor back to one of your website pages that has Olytics.
In a redirect URL, it will look like this: &oly_enc_id
3. In Dragon Form URLs where you’d like the known visitor’s information to pre-populate on the form: For example, if you’re prompting someone to renew and you don’t want them to have to re-enter all their info.
In a Dragon Form URL, it will look like this:r=@{encrypted_customer_id}@
Olytics Cookie Id | @{oly_anon_id}@
This merge variable allows you to track your anonymous visitors from one domain to another by passing their anonymous cookie ID to a form that can then be merged with their encrypted customer ID upon conversion.
The main use case is to pass an anonymous visitor’s cookie ID from your site to a Dragon Form when an anonymous person clicks on something in a personalization.
In a Dragon Form URL, it would look like this: &oly_anon_id=@{oly_anon_id}@
Return URL | @{return_url}@
This merge variable will allow you to capture the page a visitor was on before they are taken to a Dragon Form and will return them to that same page once they’ve submitted the form.
There are 3 steps you’ll need to follow in order to set this up:
1. Insert this merge variable into the URL that takes the visitor to your Dragon Form.
In the URL, it will look like this: &returnurl=@{return_url}@
2. Create a returnURL field for your Dragon Page and place this field on the first page of the form. This field is where the return URL is captured.
3. Insert the Return URL merge variable into the redirect link on the confirmation page of your Dragon Form.
In a Dragon Form URL, it will look like this: &returnurl=@{return_url}@
[icon name=”lightbulb-o” unprefixed_class=””]Pro Tip: You can also pass back the encrypted customer ID as well, so that you can capture them with their cookie ID.
Together, it would look like this:&returnurl=@{return_url}@&oly_enc_id=@{encrypted_customer_id}@
Merge variables for known visitors:
You can insert any of these into the text of your personalization job to customize the messaging for your visitors:
- First Name
- Last Name
- Title
- Company
- Email Address
For instructions on setting merge variable defaults for any of these fields, check out our Personalization Standard Setup page, and scroll to #12. For questions on the use of merge variables, or for help setting up any of these variables, please contact your client success team.