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- Behavior Lookup By Customer Id
- Customer Change Lookup
- Customer Comprehensive Lookup By Customer Id
- Customer Lookup By Customer Id
- Customer Lookup By Email Address
- Customer Lookup By EncryptedCustomerId
- Customer Lookup By External ID
- Customer Lookup By Name and Country
- Customer Lookup By PostalAddressId
- Customer Merge History Lookup
- Demographic Lookup By Customer Id
- Email Address Lookup By Customer Id
- External ID Lookup By Customer Id
- Phone Lookup By Customer Id
- Postal Address Lookup By Customer Id
- Subscription Lookup By Customer Id
- Subscription Lookup By Email
- Customer Lookup by Hashed Email Address
- Order History Lookup by Customer Id
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- Email Deployment
- Email Audience Assignment Status
- Email Clicks
- Email Deployment Add Audience
- Email Deployment Approval Lookup
- Email Deployment Audience List FTP
- Email Deployment Cancel
- Email Deployment Clone
- Email Deployment Content
- Email Deployment Content Lookup
- Email Deployment Lookup
- Email Deployment Remove Audience
- Email Deployment Schedule
- Email Deployment Search
- Email Deployment Test
- Email Deployment Unschedule
- Email On Demand Send
- Email Opt In/Out Lookup
- Email Optin Queue
- Email Optout Queue
- Email Flag Email As Invalid
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- Release Notes for V20.17
- Release Notes for V20.16
- Release Notes for V20.15
- Release Notes for V20.14
- Release Notes for V20.13
- Release Notes for V20.12
- Release Notes for V20.11
- Release Notes for V20.10
- Release Notes for V20.9
- Release Notes for V20.8
- Release Notes for V20.7
- Release Notes for V20.6
- Release Notes for V20.5
- Release Notes for V20.4
- Release Notes for V20.3
- Release Notes for V20.2
- Release Notes for V20.1
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- Release Notes for V19.17
- Release Notes for V19.16
- Release Notes for V19.15
- Release Notes for V19.14
- Release Notes for V19.13
- Release Notes for V19.12
- Release Notes for V19.11
- Release Notes for V19.10
- Release Notes for V19.9
- Release Notes for V19.8
- Release Notes for V19.7
- Release Notes for V19.6
- Release Notes for V19.5
- Release Notes for V19.4
- Release Notes for V19.3
- Release Notes for V19.2
- Release Notes for V19.1
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- Customer Olytics Data
- Form Listener
- Olytics - Integration Description
- Olytics - Product Outline
- Olytics Comprehensive Lookup
- Olytics Customer Search
- Olytics Customer Top Values
- Reports - Web Behavior Reporting
- Web Behavioral Tracking (Olytics) - Overview & Capabilities
- Audience Builder (OnQ) - Querying Olytics Fields
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- Email - Clickbot Reporting
- Reports - Audience Builder (OnQ) Reporting
- Reports - Audience Overlap Report
- Reports - Audience Report
- Reports - Data Tracker Reporting
- Reports - Email Reporting
- Reports - Issue Activity Reporting
- Reports - Web Behavior Reporting
- Reports - Overview
- Reports- FAQs
- Reports - Email Device and Client Type Reporting
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- Email Deployment
- Email Audience Assignment Status
- Email Clicks
- Email Deployment Add Audience
- Email Deployment Approval Lookup
- Email Deployment Audience List FTP
- Email Deployment Cancel
- Email Deployment Clone
- Email Deployment Content
- Email Deployment Lookup
- Email Deployment Remove Audience
- Email Deployment Schedule
- Email Deployment Search
- Email Deployment Test
- Email Deployment Unschedule
- Email On Demand Send
- Email Opt In/Out Lookup
- Email Optin Queue
- Email Optout Queue
- Email Flag Email As Invalid
- Email - Checklist for Sends Created via API Calls
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- Email Services - Overview & Capabilities
- Email Builder - User Guide
- Email - Deployment Checklist & Best Practices
- Omeda - Getting Support
- Email - Advanced Features
- Email - A/B Testing
- Email - Appending Lists On Triggered Deployments
- Email - Assigning Link Tracking Categories
- Email - Automated ACS Notifications
- Email - Deliverability
- Email - Dynamic Content
- Email - FAQs
- Email - Glossary
- Email - Link Tracking Errors
- Email - Merge Variables
- Email - Preference Page
- Email - Recurring Deployments
- Email - Triggered Deployments
- Email - User Set-up
- Email - Web Tracking
- Email - Web Tracking String Parameter Definitions
- Email Builder - Getting Started
- Email - Stealth Link
- Email - Clickbot Reporting
- Email - Validation Services
- Email - Opt-Out Footer Merge Variable
- Reports - Email Reporting
- Email - Whitelisting Email Newsletters
- Email - Request a New Deployment Type
- Email - Behavioral Data
- Email - Deployment Defaults
- Email - Deployment Type Creation
- Email - Automation for Email Sending
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- Odyssey - Audience Element
- Odyssey - Timing Elements
- Odyssey - Email Element
- Odyssey - Filter Element
- Odyssey - Form Submit Element
- Odyssey - Export Element
- Odyssey - Split Element
- Odyssey - Personalization Element
- Odyssey - Metering Element
- Odyssey - Pathfinder Element
- Odyssey - Google Ad Manager Element
- Odyssey - Adroll Elements
- Odyssey - Facebook Elements
- Odyssey - Goal Element
- Odyssey Overview
- Odyssey - FAQs
- Odyssey - Reporting
- Odyssey - Querying Element Visitors in Audience Builder
- Odyssey - Using Profiles
- Odyssey - Email Merge Variables
- Odyssey - Omeda's Email Designer
- Odyssey - Email Designer Templates
- Odyssey - Merging Paths
- Odyssey - Creating Custom Templates
- Odyssey - Voyage Templates
- Odyssey - Editing an In Progress Voyage
- Odyssey - Error Troubleshooting
- Odyssey - Dynamic Content
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- Audience Builder (OnQ) - Admin User Guide
- Audience Builder (OnQ) - How To Query Customers
- Audience Builder (OnQ) - Match Evaluation
- Audience Builder (OnQ) - Overview
- Audience Builder (OnQ) - Query Result Outputs
- Reports - Audience Builder (OnQ) Reporting
- Email - Behavioral Data
- Audience Builder (OnQ) - Advanced Features
- Audience Builder (OnQ) - Querying Olytics Fields
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- How to conditionally display a question on your form (video)
- How to create and add an email confirmation to your form (video)
- How to update a demographic (video)
- How To Use A/B Testing on your Dragon Webform (video)
- How To Use Progressive Profiling
- How to send a user back to your website after form submission (redirect to a return URL)
- Form Builder - Export URL
- Best practices for testing forms
- Dragon Forms URL Structure and Appending Parameters
- Form Builder (Dragon) - Overview
- Form Builder (Dragon) Themes
- Form Builder ADA Compliance
- Styling Your Dragon Webforms
- Test links v. live links
- Using a Custom Domain for your Dragon Webform
- Using Dragon Form Builder to capture a Behavior Subscription Attribute
- 2020 Form Builder Updates
- Form Builder - Using Campaign Promo Codes
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- Knowledge Base Home
- Documentation
- Release Notes
- 2019 Release Articles
- Release Notes for V19.12
Release Notes for V19.12
Audience Builder
Audience Overlap Report
The Audience Overlap Report allows a user to select up to 5 Audience Builder queries to determine what records overlap between the queries. This “Overlap” will be displayed in a Venn Diagram. To access this report use the “Reports” drop down menu in Audience Builder. Please make sure that your search criteria has all of the available queries in view. You can then pick the desired queries for the analysis.
Data Loader
Error for Blank Namespace in Data Loader
Validation rules have been added to Data Loader. If a user attempts to map to an External ID, but has left the Namespace blank, the system will generate an error alerting them. There will also be an error if a duplicate Namespace is mapped.
Choosing which External ID to Map to
At times a file will have multiple External IDs/namespaces. The user may wish/need to only match on one of these External IDs. When mapping these External IDs, there will now be a check box to allow a user to select which External ID to match on.
Metering
Exclude Audience
Within metering we have added the ability to exclude visitors from your meter based on an Audience Builder selection. So for example if you wanted to let visitors with postal addresses for Omeda bypass the meter, you could build an Audience Builder selection that targets company name “Omeda” and exclude them from seeing the meter with this feature.
Odyssey
Duplicate function in Odyssey
We have expanded the Duplicate functionality in Odyssey. In addition to copying the flow of the Voyage, Duplicate will now also copy the content from the original Voyage in the following elements: Wait, Email, Export, Filter, Pathfinder, Facebook, AdRoll and Split. NOTE: The other elements, including Google Ad Manager, Metering and Personalization, will still clone, but not their content.
“Send Now” Removed in Odyssey Voyages
The “Send Now” option in Schedule for Odyssey Voyages has been removed. Users will use the scheduler to pick the future time they wish the Voyage to start.
Personalization
Archive Personalization
Scrolling through a long list of Personalizations can be cumbersome. You can now Archive unwanted personalizations through the Actions drop down menu on the Edit screen. If at any time you need to view the Archived Personalizations, you may do so using the View Archived link at the top of your Personalization list. Once archived, you still have the option to Reactivate an Archived Job and Clone an Archived Job. If you reactivate it, it will move back into the main list in a “Paused” status and will have its original priority order (when it was active).
Priority List for Personalization
Once a Personalization becomes inactive for being past the specified end date it can be removed from the priority list by clicking ‘Archive All Passed End Date.’ It is located next to the “Search | View Archived | Archive All Passed End Date”. The Archive All Passed End Date will only show if there are some that have expired and status is set to “passed end date.” Clicking Archive All Passed End Date will remove inactive Personalizations from your list and adjust the Priority accordingly. IE if you remove the priority 2 Personalization, the Personalizations numbered 3 and up will all move up one priority.
NOTE: You can edit a priority list by clicking the gear under Actions and select “Set Priority”. It will tell you how many jobs there currently are in the priority list and let you enter the new number for your job. Clicking Save will resequence everything below the new priority.
Personalization Placement
Bottom Left, Top Left, and Top Right have been added to the Personalization display options. These new options will allow users to better place Personalizations depending on their content needs.
Cloning Personalization
Users can now “Clone” an existing Personalization from the edit screen or the “Action” column. All contents of the original Personalization are copied to the clone.
Quick Test Personalization
Users now have the ability to Test a Personalization directly from the list page, instead of having to go into the edit mode.
Display “X” to Close Personalization
When setting up a Personalization, a user can now choose to display the “X” image. This can make it easier for a page visitor to determine how and where to close the modal.