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Odyssey – FAQs
Voyage Details FAQ
How should I set up my Odyssey Voyage?
The Odyssey elements can be split up into three different categories:
An Odyssey voyage must start with the first two elements. These elements will both only be used once, at the very beginning of your voyage:
Once you have set up these first two elements, the next step is extremely customizable and dependent on your needs for the series. From Schedule, you can set up any of the elements except Wait and Filter. Overall, the remaining elements after the initial setup can be broken up into the Voyage Support elements (Timing, Modifiers and Pathing) and the Audience Engagement elements (Channels and Marketplace).
Can you map out your elements in any order?
Not exactly. Many of the elements in your voyage either have to be preceded or followed by a specific element. We broke the elements up into groups and detailed where they may fall within a voyage.
Audience Engagement Elements
These elements all directly interact with your voyage’s audience. Whether it be with one of Omeda’s tools, or through third-party partners, the actions of these elements are directly affecting the voyage audience. All of them require the Wait element to immediately follow in order to designate a wait period before the next action is taken in the voyage. The only exception is if the Stop element follows the Audience Engagement element to end the path. Further information on how to use each of these elements is on the Knowledge Base.
- Google Ad Manager
Voyage Support Elements
Each of the Voyage Support elements have unique formatting and features to them. If you want specific information about what each element actually does and how to use it, refer to the Odyssey page in the Knowledge Base.
Stop: All the elements can be designated to Stop because there’s no purpose for this element outside of a visual representation of the end of a voyage. Stop should be the last element in your voyage paths to display where the voyage will end. Each Stop element can only have one element leading into it.
Wait: The Wait element is used many times within an Odyssey voyage. The element is needed after every Audience Engagement element and the Export elements that you use because it is setting the pacing and timing for when the next element is triggered in the voyage.
Pathing & Modifiers.
Export: The Export element behaves very similarly to the Audience Engagement Elements. The purpose of this element is to generate a list of anyone who has reached that point in the voyage, and export it either to an FTP/SFTP location or to a specific email address. It must be followed by a Wait element (or Stop if at the end of the path) before continuing the voyage.
Pathfinder: This element will create an field in Audience Builder (OnQ) for the audience that is present at its location within the voyage. The only requirement is that you name the element so that the list will be named in Audience Builder. It must be preceded with either Schedule or Wait and can be followed by any of the Audience Engagement elements, the Export element, the Stop element or the Filter element.
Filter: The Filter element segments the voyage’s audience based on a designated feature or behavior in your Audience Builder (OnQ) database. Audience members will be funneled down a path depending on if the filter criteria is met or not met. Filter is similar to Pathfinder; it must be preceded with either Schedule or Wait and can be followed by any of the Audience Engagement elements, the Export element, the Stop element or the Pathfinder element.
Note: For this element to work correctly, when you link subsequent elements to the Filter, make sure you select whether you want that path to Meet or Not Meet the Filter criteria.
Split: The only Pathing element is Split, and it is similar to Filter. This element will randomly divide the audience into two groups according to the percentage values assigned to each path. It can be followed by any of the Audience Engagement Elements or the Export element, but it cannot be followed by Filter or Pathfinder. Either Schedule or Wait must precede the element.
How often should I save my voyage as I’m building it?
We recommend saving your voyage every 10 minutes when building it in order to avoid a browser time-out and potential loss of your work.
Why aren’t my arrows connecting between two elements?
Some of the elements have particular locations which the arrows must go into or flow out of on the module. These elements are:
- Filter Element: The arrow must go out of the bottom or the right side of the element.
- Email Element: The arrow must flow into the top or the left side of the element.
What do the different statuses for my voyage mean?
In the upper-right-hand corner of the Odyssey voyage, you’ll see a box next to the Save box that has the voyage status within it. You can also see the status in the right-hand column on the Odyssey homepage for your brand. Each of the statuses are:
- New: This is when you have initially opened a new voyage, but have yet to save it.
- Created: Once you’ve initiated building a voyage and save it, the status will change to created. Created means there are still fields that need to be filled out.
- Published: Once your voyage is all set up properly, your saved, Created status will change to Published. This means it’s ready to be scheduled.
- Scheduled: When the voyage is activated and ready to be deployed, the status will be Scheduled
- In Progress: While the voyage is running, the status will be In Progress.
- Done: After the voyage has finished. This can either happen after the voyage steps have all been completed, or after the end date of a continuous voyage.
- On Hold: When a voyage is paused, the status will say On Hold.
- Cancelled: This is when the voyage was stopped after it had been scheduled or live.
What can I do when I pause a voyage?
When you pause a voyage, the options you have to proceed with are:
- Pause a specific element within the voyage
- Edit the email elements within the voyage
- Cancel the voyage
Currently, only email elements can be modified within a voyage and resume successfully. If you want to make changes to other elements, you will have to create a new voyage. The ability to modify other elements while in pause is currently being worked on.
When I initially saved my voyage, I added a description. Where can I view this description?
Currently, the text box for “description” only appears upon saving the voyage. In a future enhancement, the info that was entered into the description box will be available to view and modify.
I forgot to select graceful shutdown on my voyage, but I would like to gracefully shut it down. Is there a way to do so?
You can “pause” the first element of your voyage to create a sort of graceful stop. This will not allow any new audience members from beginning down the path, but will allow those already within the voyage to travel through to the end. Once everyone is finished with the voyage, we can then stop it from the back end.
My Odyssey finished yesterday, why does it still say its “In Progress”?
First, make sure your Audience List is Static. Also, email elements are in a “Sending” status for 72 hours (due to if they have any communications in Retry. Retry means that emails that did not deliver will try to be resent for 72 hours.) Voyages won’t switch to “Done” until all emails are have changed from “Sending” to “Sent”, meaning, that 72 hour Retry window is complete.
Email Element FAQs
Why can’t I send a test email out of the Email element?
You filled out all of the fields within your email element, have clicked out of the element, but don’t see any option to test the email under the “Testers and Seeds” categories.
In order for those buttons to appear, you have to click on the “Save for Later” button in the top right corner of your voyage screen.
Once you’ve done that, the status of your voyage will change to “Created (Publishing in progress…)” while the voyage is updated in the system. Upon completion, the status of the voyage will change to “Published.”
When this occurs, the email test buttons will appear within the element under the “Testers & Seeds” category.
How can I ensure that the email lists are deduped?
Within the Audience Element of your voyage, you can make sure that your emails are “deduped” by selecting the check box next to “Remove Internal Duplicates” that is under the filter options. This setting is automatically checked and will only remove duplicated emails that you have within your audience list.
I want to only send an HTML email through Odyssey or I want to only send a text email through Odyssey. How do I do so?
There is no place within Odyssey to select whether you want to send an HTML, just text, or multi-part MIME. The presence or absence of content in those sections in the email element will indicate what is sent. For example, if you only want to send an HTML email, fill out the HTML section and leave the text box blank.
Can you explain more about the Testers and Seeds section?
Whoever is the Owner of the voyage (created the voyage) will automatically be a tester and a seed. There is no need to enter their name within the Tester and Seeds section, however their name won’t appear under there even though they are one. Anyone that is a seed will also receive the first send of each email element within the voyage. They will not receive subsequent sends if the voyage is using a continuous list.
Can I make Changes to an Email Element Once an Odyssey Voyage has already Started?
Yes, so long as the email has not yet sent, and/or it is part of a continuous voyage where it can be sent repeatedly. To make changes, just click the ‘pause’ button underneath the email name.
Once you have saved your desired edits, click ‘resume’ to turn this element back on again.
Note: You cannot save/apply changes to an email if you pause the entire voyage. You need to make sure you are pausing the individual element(s) in order to have the changes saved & applied.
Can I modify my Odyssey emails within Email Builder?
Please do NOT make any changes to your Odyssey emails within the Email Builder page. This WILL most likely stop the voyage and result in a number of errors within the voyage as well.
What type of reports exist for my Email elements in Odyssey?
Emails deployed through through Odyssey have the same reporting options as those deployed through Email Builder. The three options are to provide users with the type of content they want in the place they need it:
- Within the Voyage: There is a reporting button within the voyage that provides fast numbers on the email performance (i.e. audience size, number delivered, unique opens and clicks).
If you click on the “Reporting Off” button, the image will change to say “On” and will display analytics for your email elements as well as the other elements in your voyage.
- View Analytics Page: This page can be accessed within the voyage window as well. You can select “View Analytics” from the ellipsis drop down in the top right corner of your voyage page.
It will take you to a new page that provides links to the deployment delivery summary reports for each Email element. The page also gives customer count numbers for all the elements within the voyage.
- Through Email Builder: On the Search page of Email Builder, you can select “Odyssey Only” from the “Sent As” drop down in the search bar.
You have the option to view the Summary Report or review the full Email Deployment Report like you would for any other email. This report is the most in-depth reporting option, offering the basic overview insights as well as details like which companies are engaging with the deployment, which areas of the email were most clicked on, which links were most popular, etc., The report does requires navigating outside of Odyssey in order to access it.
How do I view email reports for specific date ranges from my Odyssey voyage?
Currently, there is no way to create reports for specific date ranges from emails deployed through Odyssey. The enhancement is coming shortly. As a note, this means that a user cannot tell if any type of change to the content of an email had an effect on the open and clicked rates because only the overview for the total time period of the element will be reported on.
How can I view my full email deployment report?
To find the complete email deployment report for your email elements within a voyage, navigate to Email Builder. On the “Search by” screen, enter in identifying criteria for the email, and make sure you change the “Sent As” section in the bottom right area to “Odyssey Only.” That will allow your emails to appear and for you to view the full report.
Why are my deployment names “Email – #” for my Odyssey emails in the Email Builder tool list?
When building your voyage within Odyssey, make sure that you name your email elements with specific identifiers for that voyage. Otherwise, the default, “Email” will be used. If there are multiple email elements within the voyage, they will be labeled as “Email 1,” “Email 2,” etc. The number following the Email label is the voyage number associated with that deployment. The Type is the deployment type for that email. If you don’t uniquely label your email elements, you will have to use the voyage number & type number to identify each email, which can complicate things.
Audience Element FAQs
Are there limitations to using an external list?
Using an external list for your audience does have some limitations for your Odyssey voyage because it lacks customer IDs.
- The Filter element uses the Customer IDs to identify recipients, and because external lists don’t have customer IDs, no one from the list will pass through that filter element as “met”. This can create issues for your voyage, especially for the elements in the voyage that come after the Filter element.
- The Personalization element also uses the Customer ID for targeting visitors on your webpages. Therefore, if you use an external list for your voyage, the number of impressions for your personalization message will be zero because the visitors’ Customer IDs won’t be tied back to the voyage where the personalization is.