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Audience Builder (OnQ) – Advanced Features
There are many specialized fields that can be added to your field library. These fields provide analysis of the information in your database to find answers to common questions. If you would like to use any of these fields and they are not currently in your library, please contact your account representative.
Information Present or Not Present
The Present/Not Present fields give you the ability to find the customers that have or do not have information such as a postal or email address. You can query present/not present for the following fields : Name, Postal Address, Email Address, Phone, Fax, and Text demographics.
Note: Address Present/Not Present provides a count of all customers that have one or more active addresses that consists of at least a street number (ex. 123 Main Street). The address may or may not be complete enough to be mailable. If you plan to send mail to the customers selected in your query, please use the Address Complete field.
Address Complete and Postal Mailable
Address Complete helps you find the customers that have all the fields listed present. For US and Canadian addresses, this means that the customers have at least the following information: Street address, City, State or Province, Country Code, and Zip/Postal Code.
For foreign addresses the following information must be present: Street Address, City and Country Code.
Postal Mailable is based on a flag in the database that states whether the address present for a customer is actually able to be mailed to or not.
The Address Present/Not Present field indicates that there is a street address present for a customer. This does not mean that the address is able to be mailed to or that the customer has information in all the address complete fields.
This field allows you to find the customers that fall into any of the nine regions in the world, as specified by BPA. The regions are Africa, Asia, Asia Pacific, Caribbean, Central America, Europe, Middle East, North America, and South America.
The fatigue calendar prevents you from overwhelming your customers with too much email, by allowing you to find the customers in your query that are already receiving email on a selected day or days.
To use the fatigue Calendar:
- Create your query.
- Click on the fatigue calendar in the field library under Omail Deployment Types.
- Pick the date or dates you are considering sending email to the customers in your query.
- Choose the maximum number of emails you want the customer to receive on that day.
- Select the deployment types.
- Click on search.
- The fatigue calendar results will be added to your query. You can exclude the customers from your query if you do not want them in receive your email deployment.
Opens and Clicks
To identify your engaged email customers, use the open and click fields to find the customers that opened an email or clicked on a link in an email you have sent to them. This field provides the flexibility to choose the number of emails, the timeframe in which the email was opened or clicked on, and the deployment type(s). In addition, each link may be associated with keyword(s). You can search for customers based on the keywords of the clicked links by selecting the keywords within the Click skittle. If you do not specify a timeframe for the keyword, we will default to the last 6 months.
To add product membership to your query, find the skittle titled “Product Membership” in your field library and then select the product(s) you want to include.
Magazines: For Magazine products, the counts in the query results window include all customers that have a subscription to the selected magazine(s) that is any class except class 9, controlled kills, and class kills/refunds. If you choose “select all”, the counts include all customers that have a subscription to at least one magazine that is any class except class 9 or class kills/refunds. Selecting “no magazines” provides counts that include all customers that do not have any magazine subscriptions or all of their magazine subscriptions are class 9 or class kills/refunds.
Newsletters: For Newsletter products, the counts include all customers that have opted in to the newsletter. This means that the customer has an active subscription to the newsletter and is not opted out of the deployment type for that newsletter. Choosing “select all” provides a count of all customers that are receiving at least one newsletter. Selecting “No Newsletters”, will give you a count of the customers who receive no newsletters
Events: For events, the counts include all customers that have one or more behaviors related to that event. For example, it might include all customers that registered for and/or attended a webinar on digital cameras. By selecting “Select All” or “No Events”, you also have the option to find the customers associated with any of your events or none of your events.
Behavior Search (Advanced)
Behaviors describe what your customers are doing such as attended a conference, read your top article, etc. Unlike demographics which are usually declared by the customers, behaviors are undeclared by them and are actual actions observed by you. Behaviors are especially important data when it comes to your various marketing campaigns. For example, you may want to market customers who have cancelled their attendance at your event differently from the customers who attended it. At Omeda, we break behaviors down into a few components. Basically, a behavior is an action and this action may be related to a product. Here are two examples:
- John registers (action) for the 2012 Omeda Conference (event product)
- Mary visits (action) the website (website product)
You can further group behaviors based on a behavior category. For example, you may categorize all 2012 event behaviors in the “2012 event” behavior category. Work with your Account Reps to clearly define the actions, behavior categories and products associated with your behaviors.
Once you have started storing behaviors, you can query customers with specific behaviors using the Behavior Search (Advanced) field. In this field,
- Enter the date range of the behaviors you are interested in.
- Let’s say you’re looking for all customers visiting your website before 2/1/2012.
- If you pick all actions, you would need to specify the count. For example, any customer who has visited your website at least 5 times before 2/1/2012.
- First action means any customer who had first visited your site before 2/1/2012.
- Most Recent Action means any customer who had last visited your site before 2/1/2012.
- The Product Filter allows you to filter only behaviors associated with a product. This filter is optional.
- The Category Filter allows you to filter behaviors associated with a particular behavior category. This filter is optional.
- The Action Filter allows you to filter behaviors associated with a particular action. This filter is optional.
- Finally, you have to select specific behaviors in the Individual Behaviors section.
- Click Search to finish your query. Otherwise, click clear search to clear the existing behavior search criteria.
There’s a separate Behavior Search (Basic) field which allows you to search by behavior names. Depending on your needs, we recommend you only use one of these fields. Talk to your Account Rep if you have any questions about either one.
There are two fields in Audience Builder that show you data related to your original paid order and your paid subscriptions: Paid Order and Paid Subscription. Paid Order allows you to search by the Original Quantity, Original Amount, Original Term and Original Promocode of your paid order. Paid Subscription allows you to search by 20+ components related to the subscription. Since these skittles have so many components, your Client Services Manager can help you hide the components that you never use.
Last Change Date
Oftentimes, you would like to query for customers with recent changes. You may use the Last Change Date skittle to search for customers with changes in a specified date range. This will automatically search for customers with recent changes in name, contact, Subscriptions, demographics and behavior changes.
If you have queries that you often use, authorized users can save them as a Query Field (Q Skittle) and they will be displayed in the Audience Builder Field Library. Anyone can then access them quickly with one click anytime. Query fields can also be used in cross hatch and Audience Builder output. Contact your Acct Rep to obtain the correct user role designation.
To add a query field into your Audience Builder Library:
- First, create your query that you want to save.
- Click Query > Save As. The Query Name that you enter will be displayed as a checkbox option within a Q Skittle folder in Audience Builder. You should be descriptive enough to allow any user to understand what the query contains. Add any keywords if necessary for future query searching.
- Select Query Field.
- You then have the option to either add this query to a current Q Skittle folder or to create a new Q Skittle folder. In the Add to field, you can select an existing Q Skittle folder. The dropdown shows you all the current Q Skittle folders where you are allowed to add a new query field. If you want to add your query into a new Q Skittle folder, select New. In the New Name field, enter the name for your new Q Skittle folder. Click Save.
- Once inserted, your query will be inserted into the Audience Builder Library.