To take full advantage of your unified audience database at Omeda, it is necessary to pull as many of your audience touch points into the database as possible. These days, most of your interactions with your audience occur online and the best way to obtain first-party data is through webforms. Omeda has been able to supply some great webform solutions that make it easy to map your audience’s data, either through our dragon forms or our custom-built webforms, but often, different departments will use different technologies and, regardless of how you’ve received your first-party data, Omeda is here to help you manage it.
Unfortunately, collecting data via an outside form vendor like Jotform, Leadpages, or even Gravity forms can make importing that data a manual or development-heavy process. You can either export your data from the vendor into a .csv file and send the file to your Audience Services Manager to load or have your development team work on an integration with the vendor that will post each transaction to our API. These solutions can result in an inefficient process or an expensive one but luckily we have some alternate solutions that can help you simplify.
Omeda’s Form Listener
This tool is a great option and part of our full CDP solution. You’ll need to place your Olytics javascript onto the site that is hosting your form and, with each form submission, Olytics will listen and capture the data your customer provides. Your customer’s data will process to the vendor as it normally should but Omeda will also receive the data and, if specified, process it directly to your database. This tool uses Omeda’s inputs to process and can therefore give you a lot of flexibility in the rules you apply to each transaction and the products or behaviors you may want to include with the customer’s data. Please refer to our documentation here for more information on how to get started.
Zapier
Zapier is a tool that lets you connect various web applications, in this case third party webforms, and allows you to automate actions without a developer. Zapier has existing integrations with many popular form vendors and makes it really simple to link your existing form and the data fields there with our API directly. When Zapier identifies that the form has been submitted, it will fire off a “Zap” which will post the data to Omeda. Refer to our documentation here for more information.
If you have any questions or suggestions on how we can continue to make importing your data more seamless, please reach out to clientsuccess@omeda.com.
