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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
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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)
- 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
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- Release Notes for V20.9
Release Notes for V20.9
Audience Builder
Add Product Membership Toggle to Crosshatch Report
The Product Membership (active/all) toggle will now be available in the Crosshatch Report. This will allow users to toggle the Product Membership from active to all while in the Crosshatch Report UI.

Data Loader
Region/Country Lookup
Data Loader will now populate Country Code when files are processed containing the correct Country Name and the same will be true in reverse. If a file contains the accurate Country Code, Country Name will be populated. Region and Region Code will also behave the same way. If a file is loaded with a correct Region or Region Code, the other will be populated if it is not provided.
Update Data Loader Confirmation Email to Include New Record and Update Record Count
We have added more information to the Data Loader confirmation email. Confirmations will now include the number of rows created or updated during processing.

Allow Client Users to Uncheck the Auto Cleanup Setting
The Auto Clean Up Validation rule has been changed to allow external (and internal) users to toggle the setting on and off. Previously, this could not be done without contacting your Account Manager.

Promote Changes to Template
Users will now have the option to save changes made to a file’s mapping on the template they have selected. For example, when loading a file that has more fields than the selected template, the option to save the new mapping (to the template) will now be available.

Available Settings: Information on How to Make Validation Rules Appear
Now that many of the Validation rules are shown/hidden based on mapped fields from the input file, we have created the Available Settings button. This can be found at the bottom of the Settings step in mapping. The information will show the user all Available Settings, the definition and what fields are necessary to show or hide that particular setting.

Implementation of the Sub-Menu
A sub-menu has been implemented in Data Loader across the top blue bar, next to the Data Loader UI Identifier. This sub menu mimics the side navigation bar.

Behavior Attributes Mapping Validation
Behavior Attributes require a Behavior to be mapped to be committed to the database. To better guide the user though this, an error level validation will be triggered when a user maps any of the Behavior Attribute fields, but neglects to map a Behavior field. This error will prevent the user from processing the file with just Behavior Attributes mapped.

Standardize Matching Results in Terms of Customers
Matching rules have been updated to be more standardized and to respond the same way when matches are detected. Previously, some matching options would automatically reject new customers. Now, if no Match is found, the record will be added as new – unless the rule “Reject New Customer” is also applied. If multiple matches are found, then a decision will be made based on the Omatch Score or most recently updated customer – unless the rule “Fail Too Many Matches” is also applied.
Move the “Step has Errors” Pop-Up
The pop-up message alerting the user that the current “Step has Errors” has been moved so that it doesn’t soft-lock a user into Edit Mapping. This will allow the user to continue editing the step and address those error/s.
Odyssey
Merging Paths – Allow Visits to an Element from Multiple Source Elements
Odyssey voyages can be simplified with the new merging paths functionality. Multiple paths can now connect into one element which prevents the need for duplication if paths contain a common series of elements. Multiple elements can feed into one element as long as the connection is supported and the second element is not a Wait.

Allow Audience Builder Query Outputs to Use a Custom Output Format
Output Criteria is now available to select when an Audience Builder query is added as an Audience Source. This feature allows users to populate merge variables using fields included in the criteria and review the field data in deployment reports.

Olytics
Personalization – Add Destination URL with Link Tracking to Insert Image
When an image is inserted into Personalization, users can now provide a link via the insert image modal and Olytics click tracking will be applied.

Reports – Email Builder
Replace “Brand” on All Email Builder Reports with “Database”
The instances of “Brand” within the Email Builder Reports have been replaced with the word “Database” to better align with the terminology in the Portal.