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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
- Gift Lookup by Donor 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
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- Email Deployment Search
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- Email On Demand Send
- Email Opt In/Out Lookup
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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
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- 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
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- Release Notes for V19.11
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- Release Notes for V19.4
- Release Notes for V19.3
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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
- Testing Your Olytics Implementation
- Implementing Omeda's CDP Solution, Olytics
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- Personalization - 'Generate Personalization' Option
- Personalization - Archiving & Restoring
- Personalization - FAQs
- Personalization - HTML Templates
- Personalization - Merge Variables
- Personalization - Reporting
- Personalization Overview
- Personalization & Metering - Click Tracking
- Form Builder - Embedding Webforms via iFrame or Javascript
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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
- Form Builder - Embedding Webforms via iFrame or Javascript
- 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
- Form Builder - Embedding Webforms via iFrame or Javascript
- Form Builder - Using the PayPal Payment Method
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- Knowledge Base Home
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- Release Notes for V19.15
Release Notes for V19.15
Odyssey
Profiles Option Available in Odyssey
A user can now select a Profile while in Odyssey. Odyssey Voyages created within that profile are copied to the Master, but not to any other profiles that exist on the Database.
Audience Builder
Data Loader File Name Searching in Audience Builder
We have added a new field in Audience Builder called “Data Loader File Name”. This field is a text search field that will allow a user to search for Data Loader files by the file name. This field will be able to search using the entire file name or a partial name using a wild card. This field will need to be configured into your Audience Builder field library. Please consult your Account Manager for assistance.
Keywords and Data Loader Files
Users can now tag a file with a keyword when they load it through the Data Loader UI. They can then search for that keyword in Audience Builder to isolate all records loaded for that topic. This field is located on the right hand side of the Data Loader UI, near the bottom of the Details Pane. Files can have any number of keywords assigned to them, allowing users to customize which records are isolated together. For instance, a user may tag multiple registration lists with an event name to pull all records into one query. This field will need to be configured into the Audience Builder field library in order to utilize it for searching. Please consult your Account Manger for assistance.
Data Loader
Check Status Button Being Removed
Users will no longer have to click the Check Status button in the Data Loader UI to see the change in status, the status will be updated automatically. The check status button from Data Loader’s File Detail page has been removed.
Data Loader Omatch Selection Options
Users can now pick which Omatch algorithms they wish to run against their file. These would look up existing customers and attach the winning customer ID to the incoming data. There is no review process, therefore the quality of that match must be high. Data Loader will use the same score as the normal processor when doing these matches. Options the user can choose from are Name + Address, Name + Email and Name + Phone.
Data Loader Deployment Mapping
Users will now be able to map incoming files to any number of deployment types (or all) in the Data Loader UI. A single field can be used to map to multiple deployment types. The response in the file should be In or Out.
Excessive Errors Fail the Data Loader File
When a user loads a file through the Data Loader UI that is problematic, meaning it has excessive errors, the file will fail to allow the user to correct issues.
View File State
The “View Rows with Errors” has been expanded and renamed to “View File State”. This new view will present the user with more details around where errors are concerned to make correcting these errors easier.