Last modified by caterina on 2022/02/04 14:55
From version 3.1
edited by melanie@one-count_com
on 2016/12/06 15:44
Change comment: There is no comment for this version
To version 8.1
edited by caterina
on 2022/02/04 14:55
Change comment: There is no comment for this version

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1 -Bulk Operation - How to Perform a Batch Product Change (v12.x)
1 +Bulk Operation - How to Perform a Batch Product Change
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1 +User Operations - Managing Your Data
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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1 1  
2 2  
3 3  {{id name="Start ScreenSteps Content"/}}
4 - This lesson describes how to use the Bulk Operation tool in the ONEcount USER OPERATIONS module to apply a batch subscription change from one product to another. Performing a batch product change will unsubscribe selected users from one product (Product A) and subscribe them to another (Product B).
7 +This lesson describes how to use the Bulk Operation tool in the ONEcount USER OPERATIONS module to apply a batch subscription change from one package to another. Performing a batch package change will unsubscribe selected users from one product (Package A) and subscribe them to another (Package B).
5 5  
6 6  Please refer to Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
7 7  
8 8  === OPENING THE BULK OPERATION WINDOW ===
9 9  
10 -=== Select USER OPERATIONS from the Main Menu. ===
13 +=== Select DATA MANAGEMENT from the Main Menu. ===
11 11  
12 -[[image:attach:media_1443619541211.png||align="center"]]
15 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
13 13  
14 -=== Select "Bulk Operation" from the USER OPERATIONS sub-menu. ===
17 +=== Select "Bulk Operations" from the DATA MANAGEMENT sub-menu. ===
15 15  
16 -[[image:attach:media_1443619594138.png||align="center"]]
19 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 6.png||thumbnail="true" height="250"]]
17 17  
18 18  This will open the Bulk Operation main window, as shown below.
19 19  
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23 23  
24 24  (% style="color: rgb(0,0,0);" %)**1** - (%%)Copy and paste a delimiter separated list of ONEcount IDs.
25 25  
26 -(% style="color: rgb(0,0,0);" %)**2 **-(%%) Select the bulk operation: Status Change will change the status of ocids entered in Box 1, Product Change will change the product all ocids entered in Box 1 are assigned to, Unsubscribe/Kills will unsubscribe all ocids entered in Box 1 from a designated product, Subscribe will subscribe all ocids entered in Box 1 to a designated product, Delete will delete all ocids entered in Box 1, and Merge will merge ocids enterd in Box 1.
29 +(% style="color: rgb(0,0,0);" %)**2 **-(%%) Select the bulk operation: Status Change will change the status of ocids entered in Box 1, Package Change will change the package all ocids entered in Box 1 are assigned to, Unsubscribe/Kills will unsubscribe all ocids entered in Box 1 from a designated package, Subscribe will subscribe all ocids entered in Box 1 to a designated package, Delete will delete all ocids entered in Box 1, and Merge will merge ocids enterd in Box 1.
27 27  
28 28  (% style="color: rgb(0,0,0);" %)**3** - (%%)Select the delimiter used in the list of ONEcount IDs (Box 1).
29 29  
30 -(% style="color: rgb(0,0,0);" %)**4** - (%%)Select the status to apply to the Status Change, Product Change, Unsubscribe/Kill, or Subscribe.
33 +(% style="color: rgb(0,0,0);" %)**4** - (%%)Select the status to apply to the Status Change, Package Change, Unsubscribe/Kill, or Subscribe.
31 31  
32 -(% style="color: rgb(0,0,0);" %)**5 **-(%%) Select the Product(Term) that the Status Change, Product Change, Unsubscribe/kill, or Subscribe applies to. If Product Change is selected, "Select the product(Term)" will change to "Select the Product(Term)[FROM} and another box "Select the Product (Term)[[doc:TO]] will be added. See details on Product Change below.
35 +(% style="color: rgb(0,0,0);" %)**5 **-(%%) Select the Package(Term) that the Status Change, Package Change, Unsubscribe/kill, or Subscribe applies to. If Package Change is selected, "Select the product(Term)" will change to "Select the Package (Term)[FROM} and another box "Select the Package (Term)[[TO>>doc:TO]] will be added. See details on Package Change below.
33 33  
34 -=== PERFORMING A BATCH PRODUCT CHANGE ===
37 +=== PERFORMING A BATCH PACKAGE CHANGE ===
35 35  
36 36  === 1. Copy and paste the ONEcount IDs of users you wish to apply the Product Change to. ===
37 37  
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45 45  
46 46  [[image:attach:media_1358445663389.png||align="center"]]
47 47  
48 -=== 2. Select Product Change from the list of operations. ===
51 +=== 2. Select Package Change from the list of operations. ===
49 49  
50 50  [[image:attach:media_1443644933009.png||align="center"]]
51 51  
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75 75  
76 76  [[image:attach:media_1443619896560.png||align="center"]]
77 77  
78 -The heading here is "Select the product(Term)..." because each term for each product is included in the list. Some products have more than one term, so this list shows all products and terms.
81 +The heading here is "Select the package(Term)..." because each term for each product is included in the list. Some packages have more than one term, so this list shows all packages and terms.
79 79  
80 -If you do not select a product to change FROM, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a product (term) to change FROM.. (see below)
83 +If you do not select a package to change FROM, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a package (term) to change FROM.. (see below)
81 81  
82 82  [[image:attach:media_1358445016041.png||align="center"]]
83 83  
84 -=== 6. Select the Product (Term) you are switching TO. ===
87 +=== 6. Select the Package (Term) you are switching TO. ===
85 85  
86 86  [[image:attach:media_1443619994367.png||align="center"]]
87 87  
88 -If you do not select a product to switch TO, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a product (term) to change TO. (see below)
91 +If you do not select a package to switch TO, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a package (term) to change TO. (see below)
89 89  
90 90  [[image:attach:media_1358446315228.png||align="center"]]
91 91  
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93 93  
94 94  [[image:attach:media_1443620102327.png||align="center"]]
95 95  
96 -=== 8. If all users entered in Step 1 are subscribed to the product selected to switch FROM, a confirmation message will appear indicating the total number of updates. ===
99 +=== 8. If all users entered in Step 1 are subscribed to the package selected to switch FROM, a confirmation message will appear indicating the total number of updates. ===
97 97  
98 98  [[image:attach:media_1358455485925.png||align="center"]]
99 99  
100 -=== 9. If some of the users listed in Box 1 are not subscribed to the product selected to switch FROM, the following message will be displayed. ===
103 +=== 9. If some of the users listed in Box 1 are not subscribed to the package selected to switch FROM, the following message will be displayed. ===
101 101  
102 102  [[image:attach:media_1443620366756.png||align="center"]]
103 103  
104 104  ~1. You can download the list of ONEcount IDs of those users who aren't subscribed to the product to switch FROM and/or continue with switching the product of those users that are subscribed to the product.
105 105  
106 -2. If you choose to download the list of users who aren't subscribed to the product, the download window will open and the ONEcount page will remain open. You can download and review the users then select "click here to proceed further with switching products of users that match". If you don't wish to download the list of users who aren't subscribed to the product, select "click here to proceed further..." with switching the product.
109 +2. If you choose to download the list of users who aren't subscribed to the package the download window will open and the ONEcount page will remain open. You can download and review the users then select "click here to proceed further with switching pacakges of users that match". If you don't wish to download the list of users who aren't subscribed to the package, select "click here to proceed further..." with switching the product.
107 107  
108 -3. If a user who is subscribed to the product to switch FROM (a match) is already subscribed to the product to switch TO, they will be ignored.
111 +3. If a user who is subscribed to the package to switch FROM (a match) is already subscribed to the package to switch TO, they will be ignored.
109 109  
110 -=== 10. After selecting to proceed with the product change, the following confirmation message will be displayed. Select "OK" to continue switching products. ===
113 +=== 10. After selecting to proceed with the pakage change, the following confirmation message will be displayed. Select "OK" to continue switching packages. ===
111 111  
112 112  [[image:attach:media_1358446596142.png||align="center"]]
113 113  
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118 118  
119 119  
120 120  {{id name="End ScreenSteps Content"/}}
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130 +{{livesearch/}}
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133 +{{panel title="Search USER OPERATIONS Documentation:"}}
134 +
135 +
136 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
137 +{{/panel}}
138 +
139 +{{panel title="More USER OPERATIONS Documentation"}}
140 +{{expand}}
141 + **Add Users
142 +**
143 +
144 +(% style="margin-left: 60.0px;" %)
145 +
146 +
147 +(% style="margin-left: 60.0px;" %)
148 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
149 +
150 +(% style="margin-left: 60.0px;" %)
151 +[[doc:Pre-Import Checklist]]
152 +
153 +(% style="margin-left: 60.0px;" %)
154 +
155 +
156 +(% style="margin-left: 60.0px;" %)
157 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
158 +
159 +(% style="margin-left: 60.0px;" %)
160 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
161 +
162 +(% style="margin-left: 60.0px;" %)
163 +[[doc:Add Audience]]
164 +
165 +(% style="margin-left: 30.0px;" %)
166 +**Batch Operations**
167 +
168 +(% style="margin-left: 60.0px;" %)
169 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
170 +
171 +(% style="margin-left: 60.0px;" %)
172 +
173 +
174 +(% style="margin-left: 60.0px;" %)
175 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
176 +
177 +(% style="margin-left: 60.0px;" %)
178 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
179 +
180 +(% style="margin-left: 60.0px;" %)
181 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
182 +
183 +(% style="margin-left: 60.0px;" %)
184 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
185 +
186 +(% style="margin-left: 30.0px;" %)
187 +**Target Audience Segments**
188 +
189 +(% style="margin-left: 60.0px;" %)
190 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
191 +__
192 +
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66925/Bulk Operation - How to Perform a Batch Product Change (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66589/Bulk Operation - How to Perform a Batch Product Change