Wiki source code of Bulk Operation - How to Perform a Batch Subscribe (v12.x)

Version 5.1 by melanie@one-count_com on 2016/12/14 15:08

version	line-number	content
4.1	1	{{layout}}
	2	{{layout-section ac:type="two_right_sidebar"}}
	3	{{layout-cell}}
3.1	4
	5
	6	{{id name="Start ScreenSteps Content"/}}
	7	This lesson describes how to use the Bulk Operation tool in the USER OPERATIONS module to perform a batch subscribe to a new product.
	8
	9	Please refer to the Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
	10
	11	=== OPENING THE BULK OPERATION WINDOW ===
	12
	13	=== Select USER OPERATIONS from the Main Menu. ===
	14
	15	[[image:attach:media_1443631975354.png\|\|align="center"]]
	16
	17	=== Select "BULK OPERATION" from the USER OPERATIONS sub-menu. ===
	18
	19	[[image:attach:media_1443632002501.png\|\|align="center"]]
	20
	21	This will open the Bulk Operation main window, as shown below.
	22
	23	=== Bulk Operation Main Window ===
	24
	25	[[image:attach:media_1443632029104.png\|\|align="center"]]
	26
	27	(% style="color: rgb(0,0,0);" %)1 - (%%)Copy and paste a delimiter separated list of ONEcount IDs.
	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.
	30
	31	(% style="color: rgb(0,0,0);" %)3 - (%%)Select the delimiter used in the list of ONEcount IDs (Box 1).
	32
	33	(% style="color: rgb(0,0,0);" %)4 - (%%)Select the status to apply to the Status Change, Product Change, Unsubscribe/Kill, or Subscribe.
	34
4.1	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.
3.1	36
	37	=== PERFORMING A BATCH SUBSCRIBE ===
	38
	39	=== 1. Copy and paste the ONEcount IDs of users you wish to subscribe to the new product. ===
	40
	41	[[image:attach:1.__Copy_and_paste_the_ONEcount_IDs_of_users_you_wish_to_.png\|\|align="center"]]
	42
	43	ONEcount IDs may be selected by running a list as described in List Wizard lessons.
	44
	45	You will need to select the delimiter used in this list in Step 5.
	46
	47	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)
	48
	49	[[image:attach:media_1358447970415.png\|\|align="center"]]
	50
	51	=== 2. Select Subscribe. ===
	52
	53	[[image:attach:media_1443644858583.png\|\|align="center"]]
	54
	55	Status Change is selected as the default.
	56
	57	=== 3. Select the delimiter used in list of ONEcount IDs that were entered. ===
	58
	59	[[image:attach:media_1358448390363.png\|\|align="center"]]
	60
	61	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).
	62
	63	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)
	64
	65	[[image:attach:media_1358448434044.png\|\|align="center"]]
	66
	67	=== 4. Select the Status to apply to the new subscription. ===
	68
	69	[[image:attach:media_1358448498717.png\|\|align="center"]]
	70
	71	Product Statuses are created in the ONEcount Product Manager.
	72
	73	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)
	74
	75	[[image:attach:media_1358448548983.png\|\|align="center"]]
	76
	77	=== 5. Select the product to subscribe to. ===
	78
	79	[[image:attach:media_1443642065909.png\|\|align="center"]]
	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.
	82
	83	If you do not select a product, a pop-up will appear prompting you to select a product. (See below.)
	84
	85	[[image:attach:media_1358448838327.png\|\|align="center"]]
	86
	87	=== 6. Scroll to the bottom of the screen and click "Process". ===
	88
	89	[[image:attach:media_1443642122199.png\|\|align="center"]]
	90
	91	=== 7. If all users entered in Step 1 are not subscribed to the product selected, a confirmation message will appear indicating the total number of new subscriptions . ===
	92
	93	[[image:attach:media_1443642314015.png\|\|align="center"]]
	94
	95	Total subscribes represents the total number of users newly subscribed to the product in ONEcount.
	96
	97	(% style="color: rgb(255,0,0);" %)*~~* **(%%)"Total users added to Email Engine" represents the total number of users added to a newsletter / mail list in the ONEcount Email Engine. This will only apply if the product has a newsletter-type resource attached to it.
	98
	99	=== 8. If some of the users listed in Step 1 are not subscribed to the product selected, the following message will be displayed. ===
	100
	101	[[image:attach:media_1443643399429.png\|\|align="center"]]
	102
	103	You can download the list of ONEcount IDs of those users who are already subscribed to the product and/or continue with subscribing the remaining users to the product.
	104
	105	If you choose to download the list of users who are already subscribed to the product, the download window will open and the ONEcount page will remain open. You can download your list, then select "click here to proceed further with subscribing remaining users" to proceed with subscribing those users who aren't already subscribed to the product.
	106
	107	If you don't wish to download the list of users who are already subscribed to the product, select "click here to proceed further with subscribing remaining users."
	108
	109	=== 8a. After selecting to proceed with subscribing users, the following confirmation message will be displayed. Select "OK" to continue with the subscription process. ===
	110
	111	[[image:attach:9.__After_selecting_to_proceed_with_subscribing_users__the_fo.png\|\|align="center"]]
	112
	113	Users who are already subscribed to the product will be ignored.
	114
	115	=== 8b. When ONEcount has finished processing the changes, the following confirmation message will be displayed. ===
	116
	117	[[image:attach:media_1443643596364.png\|\|align="center"]]
	118
	119	"Total subscribes made" represents the total number of users newly subscribed to the product.
	120
	121	"Total users added to Email Engine" represents the total number of users added to a newsletter / mail list in the phpList email engine. This will only apply if the product has a newsletter-type resource attached to it.
	122
	123
	124
	125	{{id name="End ScreenSteps Content"/}}
4.1	126	{{/layout-cell}}
	127
	128	{{layout-cell}}
5.1	129	{{panel title="Search All Documentation:"}}
4.1	130
	131
	132	{{livesearch/}}
5.1	133	{{/panel}}
4.1	134
5.1	135	{{panel title="Search USER OPERATIONS Documentation:"}}
4.1	136
	137
	138	{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
5.1	139	{{/panel}}
4.1	140
5.1	141	{{panel title="More USER OPERATIONS Documentation"}}
	142	{{expand}}
	143	**Add Users
4.1	144	**
	145
	146	(% style="margin-left: 60.0px;" %)
	147
	148
	149	(% style="margin-left: 60.0px;" %)
5.1	150	[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
4.1	151
	152	(% style="margin-left: 60.0px;" %)
5.1	153	[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
4.1	154
	155	(% style="margin-left: 60.0px;" %)
	156
5.1	157
4.1	158	(% style="margin-left: 60.0px;" %)
5.1	159	[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
4.1	160
	161	(% style="margin-left: 60.0px;" %)
5.1	162	[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
4.1	163
	164	(% style="margin-left: 60.0px;" %)
5.1	165	[[Add Audience>>doc:Add Audience]]
4.1	166
	167	(% style="margin-left: 30.0px;" %)
	168	Batch Operations
	169
	170	(% style="margin-left: 60.0px;" %)
5.1	171	[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete]]
4.1	172
	173	(% style="margin-left: 60.0px;" %)
5.1	174	[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change]]
4.1	175
	176	(% style="margin-left: 60.0px;" %)
5.1	177	[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change]]
4.1	178
	179	(% style="margin-left: 60.0px;" %)
	180
	181
	182	(% style="margin-left: 60.0px;" %)
	183	[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
	184
	185	(% style="margin-left: 60.0px;" %)
	186	[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
	187
	188	(% style="margin-left: 30.0px;" %)
	189	Target Audience Segments
	190
	191	(% style="margin-left: 60.0px;" %)
5.1	192	(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
4.1	193	__
	194
	195
	196
	197
	198	{{/expand}}
5.1	199	{{/panel}}
	200
	201
	202
	203
	204
	205
	206
	207
	208
	209
	210
	211
4.1	212	{{/layout-cell}}
	213	{{/layout-section}}
	214	{{/layout}}