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Email – Deployment Defaults

Deployment Defaults can be accessed via Email Builder > Tools > Deployment Defaults.

Data entered in the Default settings will apply to both Email Builder and Odyssey email sends.

There are 3 distinct sections within the Default Settings:

  1. Organization
  2. Database
  3. Type

You can envision these settings as a waterfall – information entered at the Organization level will waterfall down to the Database level and then to every Deployment Type unless it is changed at each level.

For the Omeda clients that have multiple databases, you may need to enter data at all three levels.  The majority of Omeda clients only have one database – in that case, data can be entered at the Database level.  Due to the waterfall, duplicate information does not need to be entered in each section.

Organization Defaults

Information entered here applies to all databases and all deployments. Note:  You must click the Save Changes option in the header row to save all changes.

Test and Seed recipients:

Add Recipient – enter the email address (required) plus name (optional)

Add File – upload a .csv file with header of first name, last name, email

All names entered will be Seeds (receive the final send)

Check the box if also a Test record

Check the box to auto-send the deployment report at 7 days post send

Allow Override – this will allow the user to remove the test/seed from individual deployments

Final Approver: (Optional) Select the one person that will be the final authority in approving and scheduling. This field is required at the deployment type level only if the recurring functionality is used for that deployment type. User’s can override the assignment of the Final Approver within individual deployments if it is contained in the Defaults. If not contained in the Defaults, the user would select themselves within the deployment they are working on.

Enable Owner Override

                If checked yes and a Final Approver is assigned, the Owner can approve and schedule

Domains to be Excluded

                Enter any domains that should be globally suppressed

External Domain and/or Email Suppression

Your file needs to be hosted on a client maintained sftp site.  The file must contain only one column of data – the domain or the email accordingly.  Do not include a header row.

Audience Size Limit

Unlimited is the default value and should be checked.  Internal Omeda staff may use the limited option for testing purposes

External Hard Bounce Filter

“Yes” is the recommended option. Omeda maintains a filter file of all email addresses from external files which deployed that have hard bounced. Those hard bounces will be suppressed in future sends when the email address appears in an external file.  Note:  there is no sync between this hard bounce flag to a matching email address on your database.

Enable External Link Tracking

Retain the default value of “no”.  This is used exclusively for internal Omeda testing and will soon be removed from view

Enable olytics

Yes is the default value for clients using olytics.  Otherwise, the correct value is No.  Please contact your Client Success Manager for any questions regarding this functionality

Enable Web Tracking

Omeda can automatically append this string to enable your Google Analytics tracking.  The fault option is ‘no’.  To enable this, please follow the instructions here.

Exclude Web Tracking URL Keywords

If Web Tracking is enabled, you can use this section to indicate any domains where the tracking string should never be appended

Reuse Link Category

Yes is the default value – if links are categorized within your deployments, when Omeda recognizes a URL that has been previously coded, those values will be auto-populated.  Reference here for complete instructions on enabling this functionality is located on our assigning link tracking categories page.

Stealth Link URL

Enter the URL here which is a generic web page hosted at the client which is used to collect click activity from the security product enabled at the receiving server.  Please reference this article for complete information

Tracking Pixel Placement

Omeda will insert a 1×1 tracking pixel in order to track opens on html emails.  The default/recommended position for the placement of this pixel is the bottom of the email.  The placement can be changed to the top by clicking that box.

Database Defaults:

Please note the new options below of “Use Client Setting”.  This indicates that the values set at the Organization level will be the default values/values applied for all deployments.

If you have multiple Databases, use the dropdown in the header row to toggle between them.

Note:  You must click the Save Changes option in the header row to save all changes.

Please reference the common sections above.  The following options will appear at the Database level and not the Organization level.

Domain

If there is one and only one domain assigned for all of your sending, it will appear here.  If you use multiple domains across your databases or deployments, this field will be blank.

Disable follow up messages

As part of the testing process, Omeda will send the content plus the Approval Request email which will detail the specifics of the send and then also provide one common URL to a webpage for all testers to indicate if they approve or do not approve.  Each tester can then also enter any comments, such as “incorrect ad was used”, “the subject line needs to have an emoji”.  If you do not want to use this functionality, check the box for Yes.

Enable Preference Page

Omeda allows you to create one to many custom preference pages that can be applied to all deployments or to specified deployment types.  Complete information about this functionality and how the default values should be set can be found here.

Track Messages opened (html only)

Track Links

Both tracking options will default to Yes.  This can be turned off within each deployment.  The 1×1 tracking pixel to determine opens can only be applied to html messages.  Please note that we will infer and count as an open any click that occurs on a text version.

Demographics Breakdown Reports

This will default to No.  It is recommended to only enable this reporting at the database level if you have rollup/homogenized demos. Otherwise, you can set it at the deployment type level.  For details, please reference the email reporting page.

Dynamic Demographics

Omeda allows dynamic content within an email based on either a demographic value or a geographic value that is read directly from the customer record.  Please reference here for complete details.

Type Defaults:

Each of your predefined deployment types will appear in the dropdown box which allows you to enter unique default information for each.  Once again, all values from the Organization or Database level will waterfall down.  Please note the new options below of “Use Brand Setting”.  This indicates that the values set at the Database level will be the default values/values applied for all deployments.

Note:  You must click the Save Changes option in the header row to save all changes.

Please reference the common sections above.  The following options will appear at the Deployment Type level and not the Database level.

Owner receives comment/approver email

This will default to Yes.  This indicates that within each deployment, the checkbox under the Owners name will be pre-popped, indicating that the owner will receive an email with each comment logged by the testers on the Approval Page, as referenced above.  It can be turned off within each deployment.

Refresh OnQ audience at Preparation

The “preparation” process of the email begins 5 hours prior to the send time if the email is in a scheduled status. If the email is schedule for either ‘send now’ or for a time less than 5 hours, the preparation process will begin immediately.  This process will construct the actual email for each recipient, incorporating all merge variables to facilitate the email sending at the scheduled time. The option to refresh the audience query from OnQ (Audience Builder) is best used when you are scheduling the deployment 24 hours or more in advance.  This will then give you the most updated list based on the criteria in the query.  By checking this option in the Defaults, the box will be pre-popped within each deployment.  It can always be unchecked or checked as needed if you do not want to auto-populate it from the defaults.

Display Name on Preference Page

Description on Preference Page

Both sections should be completed for each deployment type if you are using the Email
Builder preference page option. The display name allows you to use a more friendly name that your recipients might recognize.  The Description allows you to enter the sales pitch type of information to encourage recipients to sign up.  Reference here for complete information.

Message Content Template

If you have a standard data for your different email deployment types, enter the information here.  It will then pre-pop and save you all those extra keystrokes.  If the data is pre-popped into a deployment, the user can always override/change each individual field.

Please note that the option to include an Attachment is no longer functional due to the myriad of deliverability issues that it may create since receiving servers will most likely reject the email, believing that it could be spam/malware.

Merge Variable Defaults

If you use standard merge variables, it can be more efficient to enter a default value which will be used if the audience list is missing data for that cell.  This section will display First Name and Last Name.  Use the (add new) option if there are other commonly used fields where you would like to store the default value.  Within each deployment, the user can override this or default it.

Forward to a Friend Page Header

Use this merge variable in your content  @{forwardtoafriendlink}@  to enable a link for your recipients to forward the email to a list of emails that they enter.  Please reference here.

This section in the Defaults will allow you to customize the header that appears on the page.  The most commonly used option is the Custom Text which allows you to enter the following:

It will then appear as this when your recipient clicks through:

This Modification History section is not enabled for users:

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