Method | Description | Use-Case | Things to Consider |
|---|
Omeda APIs | Provides the ability to post a transaction (customer order) to the Omeda database real-time. | Website Registration happening outside of Omeda | Developer needed on the client side to setup the API integration to push data to Omeda. |
Data Management
One Time List Load | Allows a client to upload a list of customers via the Support Portal for our Data Management team to ingest | Outside List Source, Event Registrants, Webinar Attendees | Typically, a one-time setup fee to create the program (or input) to process this data.
Once this input is created, the same file can be processed in the same format at no additional charge. |
Data Management Auto-Processor | Files can be dropped to an Omeda hosted SFTP site, in an expected format, and will be automatically processed to Omeda. | Telemarketing Files | Files need to be dropped to a specified SFTP site and 2 constants (supplied by our DM team) will need to be added to the file.
You will work with our DM team to establish the expected layout. |
Data Loader | External facing tool that allows a client to upload a file and map the data to be loaded to Omeda. | Event Registration, Whitepaper Downloads, Newsletter Opt Ins, Email Opt Ins, Magazine subscriptions, Paid Magazine subscriptions. | Currently you can load customer data including demographics, email permissions, newsletter and magazine products & behaviors. |
Data Loader Automated Jobs | External facing tool where files can be dropped to a specified SFTP site to be regularly ingested on an automated basis. | Event Registration, Whitepaper Downloads, Outside Newsletter Opt In form, Email Opt Ins, Magazine subscriptions, Paid Magazine subscriptions. | Automates a Data Loader job; same rules apply on the types of data that can be ingested via DL.
SFTP site can be client or Omeda hosted. |
Data Loader
Webhooks | External facing tool that allows a client to create a webhook to pull data into Omeda on a real-time basis. | Outside form use | Once the webhook is created, the client will need to map the data.
One webhook is recommended per form.
Same rules apply on the types of data that can be ingested through the DL Webhook |
Omeda Forms | Clients can build forms using Omeda’s Form Builder Tool. Data is connected directly to Omeda and can be processed real-time or overnight. | Magazine Subscriptions, Preference Pages, Lead Forms, Registration Forms including Username/Password, Payment Forms, etc | No mapping needed since the Form Builder tool is connected directly to Omeda’s database.
If collecting payment, we connect your merchant account to our Hosted PCI integration to securely process payments. |
Zapier Integration | Zapier is a tool that lets you connect various web applications, in this case third party webforms, and allows you to automate actions without a developer. If using either an Omeda webform or our form listener is not a viable option, using Zapier may be an alternative way to pull all of your data into your Omeda database. | Outside form use | Client must have a Zapier account in order to use this connector. |
