Wiki source code of Add Audience (v12.x)

Version 4.1 by melanie@one-count_com on 2016/12/08 11:53
Show last authors
1 {{layout}}
2 {{layout-section ac:type="two_right_sidebar"}}
3 {{layout-cell}}
4
5
6 {{id name="Start ScreenSteps Content"/}}
7 This lesson describes how to add user records to the ONEcount databas one at a time. Once a user record is added, you may immediately subscribe the new user to any product.
8
9 === OPENING THE BULK OPERATION WINDOW ===
10
11 === Select USER OPERATIONS from the Main Menu. ===
12
13 [[image:attach:media_1443711288297.png||align="center"]]
14
15 === Select "ADD AUDIENCE" from the USER OPERATIONS sub-menu. ===
16
17 [[image:attach:media_1443711599966.png||align="center"]]
18
19 This will open the Add New User window, as shown below.
20
21 [[image:attach:media_1443712075751.png||align="center"]]
22
23 === ADD A NEW USER ===
24
25 === 1. Select question to on which to dedupe (1) and enter all demographic information in the respective data field (2). ===
26
27 [[image:attach:media_1443712365606.png||align="center"]]
28
29 Questions/data fields are listed in the order set in the Question Manager. See Question Manager documentation for more information on ordering questions.
30
31 (% style="color: rgb(0,0,0);" %)Note that there are no required fields in the Add New User window, and it is not linked to any particular form. It is a listing of all available questions/data fields in your database, so when entering user information please be sure to include all required demographic data for a complete record.
32
33 "Dedupe Question" allows you to select any question in your database to identify a duplicate, i.e. if you select email as the dedupe question and enter an existing email the system will identify the record as a duplicate. (See screenshot below.)
34
35 [[image:attach:media_1443712649285.png||align="center"]]
36
37 === 2. When all data has been entered, click "Create User" to add the record to the ONEcount database. ===
38
39 [[image:attach:media_1443712730402.png||align="center"]]
40
41 Clicking on "Close" will close the window without adding the record.
42
43 After clicking on "Create User", the User Detail window will open, as shown below.
44
45 [[image:attach:media_1443712788964.png||align="center"]]
46
47 Note that an ocid has been assigned and demographic information populated.
48
49 === 3. To subscribe the user to a product(s), click on "Options" (1) then select "Edit Subscriptions" (2). ===
50
51 [[image:attach:media_1443713044949.png||align="center"]]
52
53 This will open the Edit Subscription window, where you can select to subscribe the new user to any product(s).
54
55 === 4. Click on "Subscribe" to subscribe to any product(s). ===
56
57 [[image:attach:media_1443713138659.png||align="center"]]
58
59 Note that there is no Expiration Date or Current Status applied for the product.
60
61 Upon selecting "Subscribe", a pop-up window allowing you to select product status, source code, and request date will be presented, as shown below.
62
63 === 5. Select the product status (1), source code (2), and request date to apply from the drop-down menu then click "Update". ===
64
65 [[image:attach:media_1443713331319.png||align="center"]]
66
67 The subscription will be updated immediately, as shown below.
68
69 [[image:attach:media_1443713468893.png||align="center"]]
70
71 Note that an Expiration Date has been added, the Subscription options have been changed to Renew/unsubscribe – indicating that the user is now subscribed, and the Current Status has been changed to the selected status (CURRENTSUB in this case). The selected source code has also been applied to the record, but is not shown in this view.
72
73 === 6. When done subscribing the new user to product(s), click on "Close". ===
74
75 [[image:attach:media_1443713606020.png||align="center"]]
76
77 After clicking "Close" you will be returned to the User Detail window.
78
79 === 7. Cick on the Refresh button in the User Detail window. ===
80
81 [[image:attach:media_1443713795942.png||align="center"]]
82
83 Notice that prior clicking on the "Refresh" button, there are no active products listed under "User Products".
84
85 After clicking on the "Refresh" button, product(s) subscribed to in the steps above now appear under "User Products" as well as under the "Subscription Activity" tab as shown below.
86
87 [[image:attach:media_1443713833630.png||align="center"]]
88
89 [[image:attach:media_1443713903721.png||align="center"]]
90
91 Note that the selected source code shows in this view.
92
93 If, after adding the new user and subscribing to product(s), you wish to add and/or edit demographic information or subscriptions, you may do so by returning to "Options" and selecting "Edit Demographics" or "Edit Subscriptions". (See below.)
94
95 [[image:attach:media_1443714169019.png||align="center"]]
96
97
98
99 {{id name="End ScreenSteps Content"/}}
100 {{/layout-cell}}
101
102 {{layout-cell}}
103 **Search all Documentation:**
104
105
106
107 {{livesearch/}}
108
109
110
111 **Search USER OPERATIONS Documentation:**
112
113
114
115 {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
116
117
118
119 {{expand title="More USER OPERATIONS Documentation"}}
120 (% style="margin-left: 30.0px;" %)
121 **Add Users
122 **
123
124 (% style="margin-left: 60.0px;" %)
125
126
127 (% style="margin-left: 60.0px;" %)
128 [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
129
130 (% style="margin-left: 60.0px;" %)
131 [[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
132
133 (% style="margin-left: 60.0px;" %)
134 [[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
135
136 (% style="margin-left: 60.0px;" %)
137 [[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
138
139 (% style="margin-left: 60.0px;" %)
140 [[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
141
142 (% style="margin-left: 60.0px;" %)
143
144
145 (% style="margin-left: 30.0px;" %)
146 **Batch Operations**
147
148 (% style="margin-left: 60.0px;" %)
149 [[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
150
151 (% style="margin-left: 60.0px;" %)
152 [[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
153
154 (% style="margin-left: 60.0px;" %)
155 [[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
156
157 (% style="margin-left: 60.0px;" %)
158 [[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
159
160 (% style="margin-left: 60.0px;" %)
161 [[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
162
163 (% style="margin-left: 60.0px;" %)
164 [[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
165
166 (% style="margin-left: 30.0px;" %)
167 **Target Audience Segments**
168
169 (% style="margin-left: 60.0px;" %)
170 (% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
171 __
172
173
174
175
176 {{/expand}}
177 {{/layout-cell}}
178 {{/layout-section}}
179 {{/layout}}