Lead Management Monorepo

Omeda Migration Notes

need "click stream" api that can search for all click events during a certain date range
need to determine which demographics (specifically business and title code) need to be used
there are ALOT of deployment types (transferred from blasts, etc) -- which ones are going to be used?
some newsletter products seem to be missing (specifically, only IEN newsletter products seem to exist)
do list queries even exist yet for newsletters?

need to establish custom merge variables for formstack forms, e.g. company name, city, state, zip, etc. See https://main.omeda.com/knowledge-base/email-merge-variables/

for now, temporary values were set (see the extracted-urls transformer in the migrate service)

[
  { key: 'Field2', value: '%%First Name%%' },
  { key: 'Field3', value: '%%Last Name%%' },
  { key: 'Field4', value: '%%emailaddr%%' },
  { key: 'Field7', value: '%%Company Name%%' },
  { key: 'Field5', value: '%%Title%%' },
  { key: 'Field8', value: '%%Phone Number%%' },
  { key: 'Field9', value: '%%Address%%' }
]

need to determine if the deployment name can be included in merge vars
fix ad creative trackers to use new customer IDs... see graphql/resolvers/ad-creative-tracker.js
fix allExtractedUrlsForSend and searchExtractedUrlsForSend queries
fix identity references in excluded-email-domain schema
determine how to handle not-found customers
need to update omeda-email-deployment-urls when urls or hosts change
fix cache of extracted urls
legacy excluded/inactive identity data needs to move to the new DB so the old DB can eventually be removed
use https://www.omeda.com/knowledge-base/customer-change-lookup/ API for customer updates
drop behaviors - this can be done in onq now
re-enable Identity.inactiveCampaigns and Identity.inactiveLineItems resolvers
review campaign and line item resolvers
handle LineItem.formLineItemLeads query, and LineItem.formLineItemChoiceFilters,createFormLineItem mutations
restore EmailCampaign.urls,hasEmailSends,urlCount,urlGroups
restore or move emailReportService.buildEmailMetrics
test new ad click/impression trackers
add meta tags to website for scraping companies/tags
do not cache indm websites when crawling

solocommand/lead-management

Lead Management Monorepo

Omeda Migration Notes