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Bulk Operation - How to Perform a Batch Product Change

Last modified by caterina on 2022/02/04 14:55

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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).

Please refer to Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.

OPENING THE BULK OPERATION WINDOW

Select DATA MANAGEMENT from the Main Menu.

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Select "Bulk Operations" from the DATA MANAGEMENT sub-menu.

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This will open the Bulk Operation main window, as shown below.

Bulk Operation Main Window

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1 - Copy and paste a delimiter separated list of ONEcount IDs.

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.

3 - Select the delimiter used in the list of ONEcount IDs (Box 1).

4 - Select the status to apply to the Status Change, Package Change, Unsubscribe/Kill, or Subscribe.

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 will be added. See details on Package Change below.

PERFORMING A BATCH PACKAGE CHANGE

1. Copy and paste the ONEcount IDs of users you wish to apply the Product Change to.

1.__Copy_and_paste_the_ONEcount_IDs_of_users_you_wish_to_appl.png

ONEcount IDs may be selected by running a list as described in How to Query and Generate Lists.

You will need to select the delimiter (e.g. comma, tab, new line, other) used in this list in Step 5.

If no ONEcount IDs are entered, when you complete the steps below and select "Process" a pop-up will appear prompting you to enter IDs. (see below)

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2. Select Package Change from the list of operations.

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Status Change is selected as the default.

3. Select the delimiter used in list of ONEcount IDs that were entered.

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In the example in Step 1, the delimiter is a comma. Other choices include Tab, New Line (each ID on a new line), or Other (e.g. semicolon, colon).

If you do not select a delimeter, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a delimiter. (see below)

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4. Select the Status to apply to the product you are changing to.

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Product Statuses are created in the Products tool in the INVENTORY module.

If you do not select a status, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a status to apply. (see below)

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5. Select the Product Term you are changing FROM.

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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.

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)

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6. Select the Package (Term) you are switching TO.

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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)

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7. Scroll to the bottom of the screen and click "Process".

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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.

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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.

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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.

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.

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.

10. After selecting to proceed with the pakage change, the following confirmation message will be displayed. Select "OK" to continue switching packages.

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11. When ONEcount has finished processing the changes, the following confirmation message will be displayed.

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