Last modified by caterina on 2022/02/04 14:56
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edited by caterina
on 2022/02/04 15:56
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edited by melanie@one-count_com
on 2016/12/14 15:10
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1 -Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
1 +Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)
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1 -User Operations - Managing Your Data
Author
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
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 USER OPERATIONS module to merge duplicate user records. Performing a batch merge will merge duplicate records into one selected record.
7 + This lesson describes how to use the Bulk Operation tool in the USER OPERATIONS module to merge duplicate user records. Performing a batch merge will merge duplicate records into one selected record.
8 8  
9 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 10  
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11 11  === IMPORTANT NOTE – FIRST GENERATE A FILE OF DUPLICATES TO BE MERGED ===
12 12  
13 13  (% style="color: rgb(164,10,10);" %)**Note that prior to performing a merge, you must generate a csv file of duplicate ocids. ~*~***(%%)
14 -(% style="color: rgb(164,10,10);" %)**The first column of the file should have the ocid of the user you wish to keep (i.e. the ocid of the user you wish to merge duplicate users into). **(%%)
14 + (% style="color: rgb(164,10,10);" %)**The first column of the file should have the ocid of the user you wish to keep (i.e. the ocid of the user you wish to merge duplicate users into). **(%%)
15 15  (% style="color: rgb(164,10,10);" %)**The second column should have a list of duplicate ocids (i.e. ocids of duplicate users that you wish to merge into the one user in the first column). **(%%)
16 16  (% style="color: rgb(164,10,10);" %)**Be sure that the file doesn't have any duplicates within itself.**
17 17  
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27 27  
28 28  ocids 40754 and 45770 will be merged into ocid 30290, ocids 39314 and 46162 will be merged into ocid 20834, ocid 38146 will be merged into ocid 28138, ocid 41994 will be merged into ocid 19385.
29 29  
30 -=== IMPORTANT NOTES – STATISTICS, NEWSLETTER LISTS, AND MERGED RECORDS ===
30 +=== IMPORTANT NOTE – STATISTICS, NEWSLETTER LISTS, AND MERGED RECORDS ===
31 31  
32 -1. All transaction data and product subscriptions from a removed/merged user will be moved to the kept user's record.
33 -1. Each piece of demographic data has a timestamp attached to it. When users are merged, whichever has the latest timestamp on a per question basis becomes the latest info for that user. Each demographic field with the latest timestamp will be included in the "kept" users record. **NOTE**: Usernames and passwords qualify as demographic information that will be updated to the latest timestamp as well.
32 +All transaction data and product subscriptions from a removed/merged user will be moved to the kept user's record.
34 34  
34 +Whatever is the latest demographic data will be included in the "kept" user's record. Each piece of demographic data has a timestamp attached to it; and when users are merged, whichever has the latest timestamp on a per question basis becomes the latest info for that user.
35 +
35 35  When merging records/users, email stats stay the same. For example,
36 36  
37 37  * four records are merged into one, and
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38 38  * all are subscribed to the same newsletter, and
39 39  * there are four unique opens for those users (one unique open per user) for that newsletter, and
40 40  * the unique opens count will stay at four.
41 -If you drill into the List Wizard to generate a list of the users, only the record that was kept (the ones other ocids were merged into) will be included on the list.
42 + If you drill into the List Wizard to generate a list of the users, only the record that was kept (the ones other ocids were merged into) will be included on the list.
42 42  
43 43  Users will be processed differently depending on the email engine.
44 44  \\If using the ONEcount email engine, those users who have been removed (merged into another ocid) and who were subscribed to the same newsletter list(s) as the kept user will be deleted in the ONEcount email engine. If a removed user is subscribed to an email list that the kept user is not subscribed to, the kept user will be added to the newsletter list.
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47 47  
48 48  === OPEN THE BULK OPERATION WINDOW ===
49 49  
50 -=== Select DATA MANAGEMENT from the Main Menu. ===
51 +=== Select USER OPERATIONS from the Main Menu. ===
51 51  
52 -\\
53 +[[image:attach:media_1430151147663.png||align="center"]]
53 53  
54 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
55 +=== Select "BULK OPERATION" from the USER OPERATIONS sub-menu. ===
55 55  
56 -=== Select "BULK OPERATIONS" from the DATA MANAGEMENT sub-menu. ===
57 +[[image:attach:media_1430151210830.png||align="center"]]
57 57  
58 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 7.png||thumbnail="true" height="250"]]
59 -
60 -\\
61 -
62 62  This will open the Bulk Operation main window, as shown below.
63 63  
64 64  === BULK OPERATION Main Window ===
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113 113  
114 114  You will receive email notification at the email address you provided when the merge is completed.
115 115  
116 -\\
117 117  
118 -**IMPORTANT NOTE:**
119 119  
120 -Performing merge operations on user accounts will not be reflected in the clients external ESP analytics, however those merged accounts will be reflected in ONEcount's analytics. This may lead to a small difference in metrics between each database, however the results in ONEcount would be reflective of the more accurate real-time information.
121 -
122 -\\
123 -
124 -
125 -
126 126  {{id name="End ScreenSteps Content"/}}
127 127  {{/layout-cell}}
128 128  
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148 148  
149 149  
150 150  (% style="margin-left: 60.0px;" %)
151 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
140 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
152 152  
153 153  (% style="margin-left: 60.0px;" %)
154 -[[doc:Pre-Import Checklist]]
143 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
155 155  
156 156  (% style="margin-left: 60.0px;" %)
157 157  
158 158  
159 159  (% style="margin-left: 60.0px;" %)
160 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
149 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
161 161  
162 162  (% style="margin-left: 60.0px;" %)
163 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
152 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
164 164  
165 165  (% style="margin-left: 60.0px;" %)
166 -[[doc:Add Audience]]
155 +[[Add Audience>>doc:Add Audience (v12\.x)]]
167 167  
168 168  (% style="margin-left: 30.0px;" %)
169 169  **Batch Operations**
170 170  
171 171  (% style="margin-left: 60.0px;" %)
172 -[[doc:Bulk Operation - How to Perform a Batch Delete]]
161 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
173 173  
174 174  (% style="margin-left: 60.0px;" %)
175 -[[doc:Bulk Operation - How to Perform a Batch Product Change]]
164 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
176 176  
177 177  (% style="margin-left: 60.0px;" %)
178 -[[doc:Bulk Operation - How to Perform a Batch Status Change]]
167 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
179 179  
180 180  (% style="margin-left: 60.0px;" %)
181 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
170 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
182 182  
183 183  (% style="margin-left: 60.0px;" %)
184 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
173 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
185 185  
186 186  (% style="margin-left: 60.0px;" %)
187 187  
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190 190  **Target Audience Segments**
191 191  
192 192  (% style="margin-left: 60.0px;" %)
193 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
182 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
194 194  __
195 195  
196 -\\
185 +
197 197  
198 -\\
187 +
199 199  {{/expand}}
200 200  {{/panel}}
201 201  
202 -\\
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203 203  
204 -\\
193 +
205 205  
206 -\\
195 +
207 207  
208 -\\
197 +
209 209  
210 -\\
199 +
211 211  
212 -\\
201 +
213 213  {{/layout-cell}}
214 214  {{/layout-section}}
215 215  {{/layout}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66658/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
1 +https://info.onecount.net//wiki/spaces/OD/pages/67577/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)