Training Videos

All Categories

• Overview – Omeda Menu Bar 

• Onboarding – Omeda Basics Platform Overview 

Audience Builder

• Creating Groups 

• Querying Your Olytics Data 

• Creating a Query Field 

• Setting Contact Rules 

• How to Clone, Delete, Rename & Edit Groups 

• Modify a Saved Output Layout 

• Output a File & Save an Output Layout 

• Match Evaluation

• How to Output a Segment 

• How to Query Paid Subscription Information 

• How to Run Field Count Report 

• How to Query Olytics URL Parameters 

• Issue Builder Overview 

• Query and Output Gift Subscriptions 

Audience Search

• Searching Via a Saved Query 

• Issues Received History 

• How to Read a Paid Record 

• Viewing Customer Deployments 

• How to Lookup Customer Olytics Behaviors 

• How to Lookup Customer Registration Alt ID and Change the Password 

• Identifying Which Addresses Are Tied to a Product 

• How to Add a Customer to the Database 

Campaigns

• How to Send a Lead Gen File 

• Using Campaign Promo Codes in Form Builder 

Data Loader

• Uploading a File and Opening File Mapping 

• Walking Through Basic File Mapping 

• Two Ways to Create Templates 

• Mapping Newsletter Products 

• Mapping Behaviors 

• Mapping Demographics 

• Mapping Deployment Types 

• Query Data Loader Records in Audience Builder 

Email Builder (Omail)

• Creating a Simple Email Deployment 

• Building an Email with the Designer

• Approving & Scheduling a Deployment 

• Set & Modify Deployment Defaults 

• Selecting Your Audience List 

• Unscheduling an Email Deployment

• Setting Triggered Deployments 

• Setting Your Categories & Tags 

• Inputting Domain & Email Suppressions 

• Deployment Delivery Report 

• Content Recommendations in Email Builder

Form Builder

• How to Clone Your Form

• How to Create an Email Confirmation for Your Form

• Using Campaign Promo Codes in Form Builder

• How to Collect UTM Codes on an Omeda Form 

• How to Add a Redirect to a Form

Integrations

• How to Set Up a New Site for the Facebook Events Pixel Integration 

• Adding a New Event to a Facebook Pixel Integration Site 

• Facebook Ads Manager Integration

Metering

• Creating a New Meter

• Testers & Test Mode 

• Setting Up a Site Domain 

• Messaging Setup 

• Setting URL Restrictions 

• Configuration Tab 

• Targeting Ad Blockers 

• Cloning Meters & Messages 

Odyssey

• Using the Export Element 

• Using the Pathfinder Element 

• Audience Scheduling Options 

• Setting Up a Voyage Without an Email 

• Duplicating a Voyage 

• Archiving a Voyage 

• Creating a Voyage Template 

• How to Use the Filter Element 

• The Odyssey Goal Element 

• Dynamic Content in Odyssey 

• Modifying an Email in an In-Progress Voyage 

• How to Query Audience Voyages in Audience Builder 

• Split Element 

• A/B Testing 

• Email Element & Merge Variables 

• Create a Hyperlinked Merge Variable Using the Designer

Personalization

• Using Merge Variables 

• Targeting and/or Excluding URLs 

• Testing Your Personalization 

• Using Tracked Links 

• Using the ‘Generate Personalization’ Option 

• Using Global Settings 

• Setting Interaction Limits 

• Archiving a Personalization 

• Setting a Priority 

• Cloning a Personalization 

• Targeting an Audience 

• Inline Messaging 

• Targeting Ad Blockers 

• Assigning Olytics Parameters 

• Content Recommendations in Personalization

Reports

• Email – Behavior Analysis Report 

• Web Behavior – Behavior Analysis Report 

• Email: Summary Stats Report 

• Tracking Conversion Metrics 

• Web Behavior: Behavior Promo Code Report 

SMS

• Getting Started with SMS

• SMS Message Builder Overview

• How to Send SMS Messages via Odyssey

Table of Contents