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The Omeda Experience
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Documentation
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- Brand Comprehensive Lookup Service
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- Customer Lookup By Email Address
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- Customer Lookup By Customer Id
- Email Validity Lookup API
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- Email On Demand Send
- Email Deployment
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- Email Flag Email As Invalid
- Email Clicks
- Email - Checklist for Sends Created via API Calls
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- Email Deployment Unschedule
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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
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- Release Notes for Jan 27 | V23.2
- Release Notes for Feb 17 | V23.3
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- Release Notes for Jan 14 | V22.1
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- Release notes for Aug 12 | V22.11
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- Release Notes for V21.1
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- Release Notes for V20.1
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- Release Notes for V19.1
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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
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- Form Submit Report
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- 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
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- 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
SMS – What to know
SMS with Omeda
Sending SMS with Omeda provides another channel to reach your audience. A few things to note before you get started with SMS:
- Omeda will require consent to send SMS messages to a recipient.
- Omeda will only send to Domestic (US) & Canada mobile phone numbers.
- Omeda will send via a toll-free number.
- The use case for toll free numbers must be verified prior to sending.
SMS Consent
To send an SMS message to a recipient, that recipient must consent to receiving messages of that type to a specific phone number.
- Mobile phone numbers can be added to the database via a variety of mechanisms
- Form Builder Form
- Input
- Data Loader
- API
- Audience Search
- Omeda will allow the mapping of the Country Calling Code for the mobile phone number. If not received Omeda will use the provided country and mobile phone to derive the country calling code.
- The recipient must opt in to the Message Type with that phone number which can be done via:
- Form Builder Form
- Data Loader
- API
- Audience Search
- Audience Members can opt out via the following mechanisms:
- responding to an SMS message
- Form Builder Form
- Input
- Data Loader
- API
- Audience Search
While consent does not expire at the federal level, it’s generally best practice to ensure opt-ins are within the last 12-18 months. SMS marketing via Omeda can be a powerful tool, providing a direct and immediate way to reach customers. However, to use it effectively and legally, marketers must navigate various federal and state regulations, primarily the Telephone Consumer Protection Act (TCPA) and additional state laws. Below are best practices for SMS marketing in the US, taking these regulations into account. Please note that Omeda cannot provide legal advice regarding US SMS compliance laws, and if you have questions about any of the points outlined in this guide, we recommend contacting legal counsel.
Understanding TCPA Requirements
The TCPA sets strict guidelines to protect consumers from unwanted communications. Key requirements include:
- Prior Express Written Consent: Before sending marketing messages, obtain express written consent from recipients. This consent must be clear, conspicuous, and specific to the types of messages they will receive.
- Opt-Out Mechanism: Every message must include an easy and clear way for recipients to opt out of future messages, such as replying with “STOP.”
- Identification of Sender: Messages must clearly identify the business or individual sending the message.
- Time Restrictions: Marketing messages should be sent between 8 AM and 9 PM local time of the recipient to avoid inconvenience.
- Record Keeping: Maintain records of consent and message logs for at least four years to defend against any legal claims.
Navigating State-Specific Regulations
In addition to federal law, some states have their own regulations that may impose further requirements:
- California Consumer Privacy Act (CCPA): While not specific to SMS, the CCPA requires businesses to inform consumers about the personal data being collected and allows consumers to opt out of data sale. Ensure your SMS marketing practices comply with CCPA by providing privacy notices and honoring opt-out requests.
- Vermont and Washington Privacy Laws: These states have additional privacy laws that require clear disclosures about data usage and consumer rights to opt out of data sharing and marketing communications.
Best Practices for Compliance and Effective Marketing
To ensure your SMS marketing campaigns are both effective and compliant with legal requirements, consider the following best practices:
- Transparent Consent Process: Clearly explain what consumers are signing up for when they provide their phone numbers. Use double opt-in mechanisms where recipients confirm their consent by replying to an initial message.
- Personalize Content: Send personalized and relevant messages to increase engagement. Avoid generic and overly frequent messages that might lead to higher opt-out rates.
- Segmentation and Targeting: Use segmentation to send targeted messages based on consumer behavior, preferences, and past interactions with your brand.
- Monitor and Respond to Opt-Outs: Immediately process opt-out requests and ensure that no further messages are sent to those recipients.
- Respect Frequency: Limit the number of messages sent per week to avoid overwhelming recipients. Typically, 2-4 messages per month are recommended.
- Provide Value: Ensure every message offers value, such as exclusive discounts, important updates, or useful information, to justify the intrusion into the recipient’s personal space.
- Audit and Update Practices Regularly: Continuously review your marketing practices and legal requirements to stay compliant with any new laws or changes in regulations.
- Educate Your Team: Ensure that everyone involved in your SMS marketing campaigns understands the legal requirements and best practices.
How Omeda Helps
Omeda will automatically filter out opt-outs when sending SMS, as well as filter non-opt ins when creating queries in Audience Builder. Upon upload, we will request confirmation of opt in for SMS sending.