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Knowledge base
Omnibasis
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
6
Business Registration
omniSite Settings
Branding and Site Layout
Integration Options
Dashboard Layout and Navigation
See all 6 articles
Getting Started for Consumer
1
Join Omnibasis Circle of Trust
Omnibasis API
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
My Account - user account and information management
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
My Collections
0
omniChain - build and run Blockchain applications
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
4
How do define an Asset on Blockchain
How to configure file upload with asset submissions
How To Match Asset Definition to User Role
Manage Asset Submission Share
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
omniCustomers - customer management solution
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
omniTrust - data privacy and consent management platform
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
6
Configure Consent
Collect Consent at Registration
Manage Customer Consent
Collect User Consent via Email
Record User Consent Usage
See all 6 articles
User Permissions Management
2
User Permissions Management
My Permissions
Data Processing Activity
2
Managing Processing Activity
Create or Edit Data Processing Activity
omniLoaylty - manage loyalty programs and rewards customers for data access and engagement
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
9
Loyalty Program Configuration
Manage Loyalty Program Levels
Manage Loyalty Program Badges
Manage Earning Rules
Manage Redemption Rules
See all 9 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
omniMarketer - full featured Email and SMS marketing
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
omniPass - an engaging way to offer passes, loyalty programs, and more
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 Bookings, Ecommerce, Marketing, Loyalty and more
8
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 8 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
omniCommerce - the best Ecommerce platform to build and grow your business with no monthly fees
Getting Started
3
Launch your online store in less than 10 minutes
Powerful Ecommerce Features with No Monthly Fees
omniCommerce How to Videos
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
Product 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
6
Configure Checkout Page
Shopping Cart Page
Checkout Workflow
Configuring Payment Options and Gateways
Collect Customer Consent at Checkout
See all 6 articles
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
Taxes
9
About Tax Collection
Omnibasis Default Tax Rate
Manage Tax Locations
Manage Tax Rates
Manual Tax Override
See all 9 articles
omniPayments - subscription and payments management
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
omniBookings - manage anything that needs to scheduled
Resources
14
About Resources
Create A New Resource
Resource Variants
Manage Resource Media: Images, Videos, Audios and Documents
Manage Resource Categories
See all 14 articles
Resource Pricing
2
Resource Pricing Rules
Pricing Rule: Booking | For Booking Resources
Bookings
8
Manage Bookings
Manage Resources Associated with Booking
Manage Default Booking Settings
Collect Customer Consent at Booking
Sending Customer Updated Booking
See all 8 articles
Calendar
4
Calendar Overview
Calendar Exporting and Sharing
Connecting Calendar to Google Calendar
Import Holidays and Sports Calendars
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
6
Manage Reservation Channel Providers
Connecting to Calendar with iCal support
Connecting to Airbnb
Connecting to Expedia.com - Homeaway, VRBO
Connecting to Booking.com
See all 6 articles
Events and Meetings
1
Manage One Time Event or Meeting
omniLedger - manage and track financial transactions all in a single place
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
omniForms - simple to use online forms for every business
Form Designer
6
Create a New Form
Manage Forms
Form Templates
Configuring form with a file upload
How Manage Form Security
See all 6 articles
Building Forms
3
Layout Components
Form Components
Data Components
Form Records
3
Submit a Form
Record Transaction History
Record Transfer
omniSite - FREE website buider
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
6
Create A Site Page
Create a New Site Page from a Template
Inserting Page Block Template inside Page Content
Manually Linking Site Pages
How to Embed a Video into a Page
See all 6 articles
Site Files
3
Manage Your Application Files
Image Upload and Cropping
How to Upload a New Version of the File
Page Templates
2
Managing Page Templates
Create New Page Template
Branding and Site Layout
4
Manage Site Appearance
How do I change site layout?
Site Layout
Overriding Default Header and Footer
Application Languages
2
Application Languages
Edit Language Texts
Omnibasis Billing
Pricing
3
Pricing List
Omnibasis free points FAQ
Omnibasis Optional Services
Usage History
1
How do I find my usage history?
Payments
3
Manage your payment methods
Purchasing points
Viewing Payment History
omniContent
Collections
11
Manage Default Collection Settings
Collection Reviews
Collection Recommendations
Manage Collection Media: Images, Videos, Audios and Documents
Collection Content
See all 11 articles
Collection Categories
0
Content
2
Manage Content Media: Images, Videos, Audios and Documents
Content Reviews
My Collections & Content
0
Help Desk Software
by Freshdesk
