Cloud operating system for your business

Omnibasis Products 13

• What is Omnibasis?
• Why use Blockchain Technology?
• omniChain - blockchain as a service (BaaS) on Omnibasis
• omniCustomers - everything you need to organize, track, and manage your leads and customers. It's 100% free, forever.
• omniTrust - data privacy and consent management platform

See all 13 articles

Getting Started for Business 8

• Business Registration
• omniSite Settings
• Branding and Site Layout
• Integration Options
• Application Languages

See all 8 articles

Getting Started for Consumer 1

• Join Omnibasis Circle of Trust

Getting Started 6

• Welcome to Omnibasis API
• Token Based Authentication
• Sample Omnibasis API call
• Application Startup Calls for a Sample Applicaiton
• Using Google Chrome Developer Tools

See all 6 articles

User Consent Management with API 3

• Create or Edit Consent with API
• Collect Consent via Email with API
• Manager Consent with API

User Permission Management with API 2

• Create or Edit User Permission with API
• Collecting User Permissions with API

Preference Audience and Customer Segmentation with API 1

• Manage Preference Audience with API

Manage Data Processing Activity with API 1

• Data Processing Activity with API

API Libraries 1

• JavaScript or Typescript API library

Account Settings 16

• User Profile Management
• Two Step Verification
• Enable Google Authenticator
• Phone number verification
• Password Recovery

See all 16 articles

My Data Privacy 4

• omniTrust is used to protect consumer data access
• Manage my consents
• Manage my permissions
• My Preferences and Interests

Notifications 3

• New Notifications
• Notification Settings
• Notifications List

FAQ 1

• How do I change default navigation language?

Visual Settings 1

• About Visual Settings

My Orders 2

• Payment Methods
• Viewing and Downloading Digital File Purchases

My Digital Pass 1

• How to use Wallet on your iPhone, iPod touch, and Apple Watch

My Wallet 1

• Viewing and Redeeming Gift Cards

Getting Started 5

• Blockchain Application Building Blocks
• Launch your Blockchain Application in less than 10 minutes
• omniChain Settings
• What is Fault Tolerance on Omnibasis
• Digital Currency on Omnibasis

Asset Definition 3

• How do define an Asset on Blockchain
• How to configure file upload with asset submissions
• How To Match Asset Definition to User Role

Asset Records on Blockchain 10

• Asset Records
• Assets Creations - using admin interface
• Assets Creations - using omniSite custom page
• Assets Creations - using Omnibasis API
• Asset Linking

See all 10 articles

Blockchain Network 4

• About Blockchain Network
• Default Omnibasis Blockchain Network
• Asset Focused Transaction Model
• Connecting Blockchain Network Hosted You

Blockchain Security Keys 0

Blockchain Records 0

Digital Currency / Cryptocurrency 5

• Define Digital Currency or Cryptocurrency
• Create Digital Currency or Cryptocurrency Asset
• Understanding Digital Currency or Cryptocurrency on Omnibasis
• Distribution of Digital Currency or Cryptocurrency Coins or Tokens
• Transfer Digital Currency or Cryptocurrency Between Users

Customer Management 6

• Create a New Customer
• Manage Customers
• Customer Orders
• Customer Ledger Transactions
• Customer Addresses

See all 6 articles

Importing Customers 4

• Import Customers with File Upload
• QuickBooks Customer List Integration
• Import Addresses for a Customer with File Upload
• How to separate First and Last Names in an Excel Spreadsheet

Customer Notes 3

• About Customer Notes
• Create a Customer or User Note
• Edit Note

User Management 7

• Create or Edit User
• Import Users with File Upload
• Manage Users
• Role Management
• Login as User

See all 7 articles

Customer Records on Blockchain 1

• Using Blockchain for Customer Records

Audience Management 4

• Customer and User Segmentation By Interests and Preferences
• Customer Interests and Preferences - Audience Management
• User Self-management of Audience Selection
• Landing Page Audiences

omniCustomers Settings 14

• Form Based Registration
• Custom Registration
• User Security
• Cookie Consent Management
• Customer Settings

See all 14 articles

Organization Units 1

• Manage Organization Units

Getting Started with User Data Privacy 3

• Reach your GDPR and Privacy Laws compliance in less than 10 minutes
• What Does GDPR Mean For Your Business?
• Simple Guide to GDPR laws and regulations

User Consents Management 2

• Consent Lifecycle
• My Consents

User Permissions Management 2

• User Permissions Management
• My Permissions

Data Processing Activity 1

• Managing Processing Activity

Getting Started 3

• Customer Loyalty Building Blocks
• Launch your Loyalty Program in less than 10 minutes
• The Ultimate Guide to Customer Loyalty on Omnibasis

Loyalty Program Setup 11

• Loyalty Program Configuration
• Manage Loyalty Program Levels
• Manage Loyalty Program Badges
• Manage Earning Rules
• Manage Redemption Rules

See all 11 articles

Loyalty Card Management 7

• Manage Loyalty Cards
• Create or Edit Loyalty Card
• Importing Loyalty Cards
• Email invitation to join Loyalty Program
• How do I Change Loyalty Card Status?

See all 7 articles

Loyalty Card Transactions 3

• Manage Loyalty Transactions
• Create or Edit Loyalty Transaction
• Managing Loyalty Transaction Status

Loyalty Card Transfers 3

• Manage Earning Transfers
• Create Loyalty Transfers
• Managing Loyalty Transfer Status

Make It A Game 1

• Loyalty Program Ranking

Customer Loyalty Reporting 2

• Loyalty Dashboard
• Viewing Earned Loyalty Badges

Campaign Messages 8

• Create a New Message
• Sending Picture Messages
• Manage Communication Messages
• Preview Message on your Site
• Personalize Message with Data Tags

See all 8 articles

Marketing Automation 4

• About Automation
• Automation Performance
• About Automation Triggers
• Campaign Message Workflow

Campaign Management 4

• Create a New Campaign
• Managing Campaigns
• Campaign Message Queue
• Copy Existing Campaign

Campaign Analytics 6

• Campaign Reports
• Campaign Bounce Rate
• Campaign Actions Log
• Campaign Sending Log
• Tracking Message Actions with Blockchain Verification

See all 6 articles

Landing Pages 4

• About Landing Pages
• Use Google Analytics on Landing Pages
• Use the Facebook Pixel on Landing Pages
• Create a Landing Page

Email Templates 3

• Manage Email Templates
• Create an Email Template
• Editing Email Template

Email and SMS Settings 2

• Email Settings
• SMS Settings

About Wallet Pass 3

• Why use wallet passes?
• A mobile wallet pass introduction
• Distribute Mobile Wallet Passes in less than 10 minutes

Wallet Pass Design 15

• Manage Wallet Pass Design
• Mobile Wallet Pass Layout
• Mobile Wallet Pass Fields
• Selecting Mobile Pass Field Key
• How secure Mobile Wallet Pass with User Roles

See all 15 articles

Wallet Passes 4

• About Wallet Pass
• Creating and Editing Passes
• Bulk update of installed wallet passes
• Hiding Wallet Pass Preview

Mobile Pass Distribution 4

• Mobile Wallet Pass Distribution
• How to use wallet pass on your iPhone, iPod touch, and Apple Watch
• Wallet Pass on your Apple Phone
• Wallet Pass with Google Pay

Location Notification 3

• Pass Beacon Notifications
• Beacons FAQ
• Pass Location Notification

Wallet Pass Reporting 3

• Wallet Pass Dashboard
• Managing Wallet Passes
• Managing Wallet Passes on Devices

Integration with Marketing, Ecommerce, Loyalty and more 7

• Mobile Wallet Pass for your Loyalty Program
• Mobile Wallet Pass for your Application Forms
• Mobile Wallet Pass for your Application Messages and Campaigns
• Mobile Wallet Pass for your Application Content
• Mobile Wallet Pass for Application Data Privacy

See all 7 articles

NFC-Enabled Apple Wallet Pass 5

• About NFC-Enabled Pass
• How can I enable or use NFC passes?
• Rewards Enrollment
• How to Extract the Private and Public Key From pfx File
• Converting Certificates Using OpenSSL

Wallet Pass Certificates 4

• Managing Custom Credentials
• Creating Apple Certificate and Credentials
• Configure Custom Apple Certificate
• Configure Custom Google Certificate

Getting Started 2

• Launch your online store in less than 10 minutes
• Powerful Ecommerce Features with No Monthly Fees

Storefront Management 8

• Manage Default Ecommerce Settings
• Manage Product Categories
• Adding Product to Category
• Mapping Product Categories to Pages
• Navigating Online Storefront with Product Categories

See all 8 articles

Manage Products 11

• Create A New Product
• Product Variants
• Variant Pricing
• Manage Product Media: Images, Videos, Audios and Documents
• Manage Product Categories

See all 11 articles

Pricing Rules 6

• Product Pricing Rules
• Pricing Rule: Purchase | For one time product purchase
• Pricing Rule: Subscription | For recurring subscriptions
• Pricing Rule: Usage-based or Metered | Pay later on recurring basis
• Pricing Rule: Usage-based or Metered | Pay upfront till balance is 0

See all 6 articles

Commerce Promotion Rules 9

• About Promotion Rules
• Create Product Promotion Rule
• Promotion Rule: Coupon
• Promotion Rule: Trial
• Promotion Rule: Discount

See all 9 articles

Manage Products Inventory 9

• Managing Inventory
• Updating Product Inventory
• Importing Inventory
• Exporting Inventory
• How to find products with no inventory

See all 9 articles

Checkout and Shopping Cart 5

• Configure Checkout Page
• Shopping Cart Page
• Checkout Workflow
• Configuring Payment Options and Gateways
• Collect Customer Consent at Checkout

Selling and Managing Gift Cards & Gift Certificates 13

• Selling Gift Cards
• Create or Edit Gift Card Product
• Configure Gift Card Prices and Rules
• Gift Cards Sales to Ledger Transactions
• Gift Cards Promotions

See all 13 articles

Selling and Managing Digital Downloads 8

• Selling Digital Download
• Create or Edit Digital Download Product
• Configure Digital Download Prices and Rules
• Digital Downloads Sales to Ledger Transactions
• Digital Downloads Promotions

See all 8 articles

Ecommerce Analytics 1

• Orders Analytics

Product Reviews 2

• Manage Product Reviews
• Product Reviews and Rating

Orders Management 3

• omniCommerce Dashboard
• Orders List
• Create an Order for a Customer

Order Shipping 8

• Shipping Strategy for your Business
• Manage Shipping Providers
• Predefined Package Rates
• Managing Shipping Rates
• Manage Shipping Locations and Warehouses

See all 8 articles

Shipping Labels Providers 7

• EasyPost Integration
• EasyPost error: "SHIPMENT.POSTAGE.NOT_ALLOWED: Unable to complete shipment purchase. Please contact support@easypost.com."
• EasyPost error: "SHIPMENT.POSTAGE.FAILURE: The Shippers shipper number cannot be used for the shipment"
• EasyPost error: "Easypost: no filtered rates are available for this shipment."
• EasyPost error: "Unable to locate the shipper_id"

See all 7 articles

Order Packages 3

• Manage Order Package
• How To Ship an Order
• Package Customs Information

Order Returns 5

• Manage Order Returns
• Order Return Configuration
• Customer Initiated Return
• How To Create an Order Return
• How to Refund an Order

Commerce Channels and Marketplaces 4

• Manage Commerce Channel Providers
• Connecting to Walmart
• Walmart Order Management Integration
• Processing Walmart Orders

Getting Started 2

• Payments Management Building Blocks
• Launch your Payment Management Application in less than 10 minutes

Payment Gateways 3

• Payment Gateways Overview
• Configure A Payment Gateway
• Manage Payment Gateways

Direct Debit Payments 5

• Direct Debit Payments Overview
• ACH Payments via Authorize.Net
• ACH Payments via Stripe
• SEPA Payments via Stripe
• Direct Debit via GoCardless

Credit Card Payment Gateways 8

• Stripe Payment Gateway
• Authorize.Net Payment Gateway
• Braintree Payment Gateway
• Omnibasis Test Gateway
• Payeezy FirstData Payment Gateway

See all 8 articles

Products Management 1

• Learn all about products management

Subscriptions 2

• Trial Management
• Pricing Configuration For Subsriptions

Orders 3

• Orders Overview
• Create An Order
• omniPayments Dashboard

Hosted Payment Pages 3

• Mobile Payment Solutions
• About Hosted Pages
• Manage Hosted Payment Page

Order Payments 0

Customer Notes 0

Resources 7

• About Resources
• Manage Resource Media: Images, Videos, Audios and Documents
• Manage Resource Availability
• Tracking Resource Booking on Blockchain
• Display Resource On Site Page

See all 7 articles

Bookings 6

• Manage Bookings
• Manage Resources Associated with Booking
• Manage Default Booking Settings
• Collect Customer Consent at Booking
• Sending Customer Updated Booking

See all 6 articles

Calendar 1

• Calendar Overview

Booking Promotion Rules 1

• Create Resource Promotional Rule

Resource Categories 7

• Manage Resource Categories
• Adding Resource to Categories
• Mapping Resource Categories to Pages
• Navigating Site with Resource Categories
• Display Resource in Order for Category

See all 7 articles

Reservation and Booking Workflow 1

• Resource Booking Workflow

Resource and Booking Reviews 4

• Manage Resource Reviews
• Manage Booking Reviews
• Resource Reviews and Ratings
• Customer Review Workflow

Bookings Analytics 1

• Bookings Analytics

Reservation Channels and Marketplaces 5

• Manage Reservation Channel Providers
• Connecting to Airbnb
• Connecting to Expedia.com
• Connecting to Booking.com
• Connecting to VRBO

Resource Pricing 0

Getting Started 1

• Launch your Business Accounting Solution in less than 10 minutes

Currencies 2

• Create A Currency
• Manage Currencies

Accounts 2

• Create An Account
• Manage Accounts

Transactions 4

• Creating New Ledger Transaction
• Manage Ledger Transactions
• Create or Edit Journal Transaction
• Create or Edit Ledger Transfer

User Accounts 2

• Create New User Account
• Manage User Accounts

Form Defnition 5

• Create a New Form Definition
• Manage Forms
• Form Templates
• Configuring form with a file upload
• How To Match Form Definition to User Role

Building Forms 3

• Layout Components
• Form Components
• Data Components

Form Records 3

• Submit a Form
• Record Transaction History
• Record Transfer

Getting Started 1

• Launch your web site in less than 10 minutes

Settings 4

• About omniSite Settings
• Set up a custom domain and FREE SSL certificate
• Turn on HTTPS for your site
• Set up Analytics tracking

Site Pages 4

• Create A Site Page
• Create a New Page from a Template
• Inserting Page Block Template inside Page Content
• Manually Linking Site Pages

Site Files 3

• Manage Your Application Files
• Image Upload and Cropping
• Uploading a new version of the file

Page Templates 2

• Managing Page Templates
• Create New Page Template

Branding and Site Layout 4

• How to manage site appearance
• How do I change site layout?
• Site Layout
• Overriding Default Header and Footer

Pricing 2

• Pricing List
• Omnibasis free points FAQ

Usage History 1

• How do I find my usage history?

Payments 3

• Manage your payment methods
• Purchasing points
• Viewing Payment History