Last modified by caterina on 2022/02/04 14:55
From version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:54
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
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
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 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).
8 8  
9 9  Please refer to Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
10 10  
11 11  === OPENING THE BULK OPERATION WINDOW ===
12 12  
13 -=== Select USER OPERATIONS from the Main Menu. ===
13 +=== Select DATA MANAGEMENT from the Main Menu. ===
14 14  
15 -[[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"]]
16 16  
17 -=== Select "Bulk Operation" from the USER OPERATIONS sub-menu. ===
17 +=== Select "Bulk Operations" from the DATA MANAGEMENT sub-menu. ===
18 18  
19 -[[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"]]
20 20  
21 21  This will open the Bulk Operation main window, as shown below.
22 22  
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26 26  
27 27  (% style="color: rgb(0,0,0);" %)**1** - (%%)Copy and paste a delimiter separated list of ONEcount IDs.
28 28  
29 -(% 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.
30 30  
31 31  (% style="color: rgb(0,0,0);" %)**3** - (%%)Select the delimiter used in the list of ONEcount IDs (Box 1).
32 32  
33 -(% 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.
34 34  
35 -(% 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)[[TO>>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.
36 36  
37 -=== PERFORMING A BATCH PRODUCT CHANGE ===
37 +=== PERFORMING A BATCH PACKAGE CHANGE ===
38 38  
39 39  === 1. Copy and paste the ONEcount IDs of users you wish to apply the Product Change to. ===
40 40  
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48 48  
49 49  [[image:attach:media_1358445663389.png||align="center"]]
50 50  
51 -=== 2. Select Product Change from the list of operations. ===
51 +=== 2. Select Package Change from the list of operations. ===
52 52  
53 53  [[image:attach:media_1443644933009.png||align="center"]]
54 54  
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78 78  
79 79  [[image:attach:media_1443619896560.png||align="center"]]
80 80  
81 -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.
82 82  
83 -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)
84 84  
85 85  [[image:attach:media_1358445016041.png||align="center"]]
86 86  
87 -=== 6. Select the Product (Term) you are switching TO. ===
87 +=== 6. Select the Package (Term) you are switching TO. ===
88 88  
89 89  [[image:attach:media_1443619994367.png||align="center"]]
90 90  
91 -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)
92 92  
93 93  [[image:attach:media_1358446315228.png||align="center"]]
94 94  
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96 96  
97 97  [[image:attach:media_1443620102327.png||align="center"]]
98 98  
99 -=== 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. ===
100 100  
101 101  [[image:attach:media_1358455485925.png||align="center"]]
102 102  
103 -=== 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. ===
104 104  
105 105  [[image:attach:media_1443620366756.png||align="center"]]
106 106  
107 107  ~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.
108 108  
109 -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.
110 110  
111 -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.
112 112  
113 -=== 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. ===
114 114  
115 115  [[image:attach:media_1358446596142.png||align="center"]]
116 116  
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124 124  {{/layout-cell}}
125 125  
126 126  {{layout-cell}}
127 -**Search all Documentation:**
127 +{{panel title="Search All Documentation:"}}
128 128  
129 129  
130 -
131 131  {{livesearch/}}
131 +{{/panel}}
132 132  
133 -
133 +{{panel title="Search USER OPERATIONS Documentation:"}}
134 134  
135 -**Search USER OPERATIONS Documentation:**
136 136  
137 -
138 -
139 139  {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
137 +{{/panel}}
140 140  
141 -
142 -
143 -{{expand title="More USER OPERATIONS Documentation"}}
144 -(% style="margin-left: 30.0px;" %)
145 -**Add Users
139 +{{panel title="More USER OPERATIONS Documentation"}}
140 +{{expand}}
141 + **Add Users
146 146  **
147 147  
148 148  (% style="margin-left: 60.0px;" %)
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149 149  
150 150  
151 151  (% style="margin-left: 60.0px;" %)
152 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
148 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
153 153  
154 154  (% style="margin-left: 60.0px;" %)
155 -[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
151 +[[doc:Pre-Import Checklist]]
156 156  
157 157  (% style="margin-left: 60.0px;" %)
158 -[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
159 159  
155 +
160 160  (% style="margin-left: 60.0px;" %)
161 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
157 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
162 162  
163 163  (% style="margin-left: 60.0px;" %)
164 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
160 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
165 165  
166 166  (% style="margin-left: 60.0px;" %)
167 -[[Add Audience>>doc:Add Audience (v12\.x)]]
163 +[[doc:Add Audience]]
168 168  
169 169  (% style="margin-left: 30.0px;" %)
170 170  **Batch Operations**
171 171  
172 172  (% style="margin-left: 60.0px;" %)
173 -[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
169 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
174 174  
175 175  (% style="margin-left: 60.0px;" %)
176 176  
177 177  
178 178  (% style="margin-left: 60.0px;" %)
179 -[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
175 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
180 180  
181 181  (% style="margin-left: 60.0px;" %)
182 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
178 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
183 183  
184 184  (% style="margin-left: 60.0px;" %)
185 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
181 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
186 186  
187 187  (% style="margin-left: 60.0px;" %)
188 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
184 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
189 189  
190 190  (% style="margin-left: 30.0px;" %)
191 191  **Target Audience Segments**
192 192  
193 193  (% style="margin-left: 60.0px;" %)
194 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
190 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
195 195  __
196 196  
197 -
193 +\\
198 198  
199 -
195 +\\
200 200  {{/expand}}
197 +{{/panel}}
198 +
199 +\\
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201 201  {{/layout-cell}}
202 202  {{/layout-section}}
203 203  {{/layout}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67545/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