Last modified by caterina on 2022/02/04 14:54
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 15:54
Change comment: There is no comment for this version

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1 -Bulk Operation - How to Perform a Batch Status Change (v12.x)
1 +Bulk Operation - How to Perform a Batch Status 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 status change to change the product status of a batch of subscribers to a particular product.
7 +This lesson describes how to use the Bulk Operation tool in the ONEcount USER OPERATIONS module to apply a batch status change to change the product status of a batch of subscribers to a particular product.
5 5  
6 6  Product Statuses are created in the "Product Status" sub-menu in the INVENTORY module.
7 7  
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11 11  
12 12  === OPENING THE BULK OPERATION WINDOW ===
13 13  
14 -=== Select USER OPERATIONS from the Main Menu. ===
17 +=== Select Data Management from the Main Menu. ===
15 15  
16 -[[image:attach:media_1443560722058.png||align="center"]]
19 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
17 17  
18 -=== Select "Bulk Operation" from the USER OPERATIONS sub-menu. ===
21 +=== Select "Bulk Operations" from the DATA MANAGEMENT sub-menu. ===
19 19  
20 -[[image:attach:media_1443560770933.png||align="center"]]
23 +\\
21 21  
25 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 7.png||thumbnail="true" height="250"]]
26 +
22 22  This will open the Bulk Operation main window, as shown below.
23 23  
24 24  === Bulk Operation Main Window ===
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33 33  
34 34  (% style="color: rgb(0,0,0);" %)**4** - (%%)Select the status to apply to the Status Change, Product Change, Unsubscribe/Kill, or Subscribe.
35 35  
36 -(% 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.
41 +(% 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.
37 37  
38 38  === PERFORMING A BATCH STATUS CHANGE ===
39 39  
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114 114  
115 115  
116 116  {{id name="End ScreenSteps Content"/}}
122 +{{/layout-cell}}
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124 +{{layout-cell}}
125 +{{panel title="Search All Documentation:"}}
126 +
127 +
128 +{{livesearch/}}
129 +{{/panel}}
130 +
131 +{{panel title="Search USER OPERATIONS Documentation:"}}
132 +
133 +
134 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
135 +{{/panel}}
136 +
137 +{{panel title="More USER OPERATIONS Documentation"}}
138 +{{expand}}
139 + **Add Users
140 +**
141 +
142 +(% style="margin-left: 60.0px;" %)
143 +
144 +
145 +(% style="margin-left: 60.0px;" %)
146 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
147 +
148 +(% style="margin-left: 60.0px;" %)
149 +[[doc:Pre-Import Checklist]]
150 +
151 +(% style="margin-left: 60.0px;" %)
152 +
153 +
154 +(% style="margin-left: 60.0px;" %)
155 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
156 +
157 +(% style="margin-left: 60.0px;" %)
158 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
159 +
160 +(% style="margin-left: 60.0px;" %)
161 +[[doc:Add Audience]]
162 +
163 +(% style="margin-left: 30.0px;" %)
164 +**Batch Operations**
165 +
166 +(% style="margin-left: 60.0px;" %)
167 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
168 +
169 +(% style="margin-left: 60.0px;" %)
170 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
171 +
172 +(% style="margin-left: 60.0px;" %)
173 +
174 +
175 +(% style="margin-left: 60.0px;" %)
176 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
177 +
178 +(% style="margin-left: 60.0px;" %)
179 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
180 +
181 +(% style="margin-left: 60.0px;" %)
182 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
183 +
184 +(% style="margin-left: 30.0px;" %)
185 +**Target Audience Segments**
186 +
187 +(% style="margin-left: 60.0px;" %)
188 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
189 +__
190 +
191 +\\
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194 +{{/expand}}
195 +{{/panel}}
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1.__Copy_and_paste_the_ONEcount_IDs_of_users_you_wish_to_.png
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66926/Bulk Operation - How to Perform a Batch Status Change (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66570/Bulk Operation - How to Perform a Batch Status Change