Last modified by caterina on 2022/02/04 14:56
From version 3.1
edited by melanie@one-count_com
on 2016/12/06 15:46
Change comment: There is no comment for this version
To version 10.1
edited by caterina
on 2022/02/04 15:56
Change comment: There is no comment for this version

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1 -Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)
1 +Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
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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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3 3  {{id name="Start ScreenSteps Content"/}}
4 - 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.
5 5  
6 6  Please refer to the Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.
7 7  
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8 8  === IMPORTANT NOTE – FIRST GENERATE A FILE OF DUPLICATES TO BE MERGED ===
9 9  
10 10  (% style="color: rgb(164,10,10);" %)**Note that prior to performing a merge, you must generate a csv file of duplicate ocids. ~*~***(%%)
11 - (% 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). **(%%)
12 12  (% 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). **(%%)
13 13  (% style="color: rgb(164,10,10);" %)**Be sure that the file doesn't have any duplicates within itself.**
14 14  
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24 24  
25 25  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.
26 26  
27 -=== IMPORTANT NOTE – STATISTICS, NEWSLETTER LISTS, AND MERGED RECORDS ===
30 +=== IMPORTANT NOTES – STATISTICS, NEWSLETTER LISTS, AND MERGED RECORDS ===
28 28  
29 -All transaction data and product subscriptions from a removed/merged user will be moved to the kept user's record.
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.
30 30  
31 -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.
32 -
33 33  When merging records/users, email stats stay the same. For example,
34 34  
35 35  * four records are merged into one, and
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36 36  * all are subscribed to the same newsletter, and
37 37  * there are four unique opens for those users (one unique open per user) for that newsletter, and
38 38  * the unique opens count will stay at four.
39 - 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.
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.
40 40  
41 41  Users will be processed differently depending on the email engine.
42 -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.
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.
43 43  
44 44  MagnetMail doesn't allow for deleting/ merging users, so all users that were merged into another ocid will remain in MagnetMail but will be unsubscribed from respective email list(s) in MagnetMail. 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.
45 45  
46 46  === OPEN THE BULK OPERATION WINDOW ===
47 47  
48 -=== Select USER OPERATIONS from the Main Menu. ===
50 +=== Select DATA MANAGEMENT from the Main Menu. ===
49 49  
50 -[[image:attach:media_1430151147663.png||align="center"]]
52 +\\
51 51  
52 -=== Select "BULK OPERATION" from the USER OPERATIONS sub-menu. ===
54 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
53 53  
54 -[[image:attach:media_1430151210830.png||align="center"]]
56 +=== Select "BULK OPERATIONS" from the DATA MANAGEMENT sub-menu. ===
55 55  
58 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 7.png||thumbnail="true" height="250"]]
59 +
60 +\\
61 +
56 56  This will open the Bulk Operation main window, as shown below.
57 57  
58 58  === BULK OPERATION Main Window ===
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67 67  
68 68  (% style="color: rgb(0,0,0);" %)**4** - (%%)Select the status to apply to the Status Change, Product Change, Unsubscribe/Kill, or Subscribe.
69 69  
70 -(% 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.
76 +(% 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.
71 71  
72 72  === MERGE RECORDS ===
73 73  
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107 107  
108 108  You will receive email notification at the email address you provided when the merge is completed.
109 109  
116 +\\
110 110  
118 +**IMPORTANT NOTE:**
111 111  
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 +
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129 +{{layout-cell}}
130 +{{panel title="Search All Documentation:"}}
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132 +
133 +{{livesearch/}}
134 +{{/panel}}
135 +
136 +{{panel title="Search USER OPERATIONS Documentation:"}}
137 +
138 +
139 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
140 +{{/panel}}
141 +
142 +{{panel title="More USER OPERATIONS Documentation"}}
143 +{{expand}}
144 + **Add Users
145 +**
146 +
147 +(% style="margin-left: 60.0px;" %)
148 +
149 +
150 +(% style="margin-left: 60.0px;" %)
151 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
152 +
153 +(% style="margin-left: 60.0px;" %)
154 +[[doc:Pre-Import Checklist]]
155 +
156 +(% style="margin-left: 60.0px;" %)
157 +
158 +
159 +(% style="margin-left: 60.0px;" %)
160 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
161 +
162 +(% style="margin-left: 60.0px;" %)
163 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
164 +
165 +(% style="margin-left: 60.0px;" %)
166 +[[doc:Add Audience]]
167 +
168 +(% style="margin-left: 30.0px;" %)
169 +**Batch Operations**
170 +
171 +(% style="margin-left: 60.0px;" %)
172 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
173 +
174 +(% style="margin-left: 60.0px;" %)
175 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
176 +
177 +(% style="margin-left: 60.0px;" %)
178 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
179 +
180 +(% style="margin-left: 60.0px;" %)
181 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
182 +
183 +(% style="margin-left: 60.0px;" %)
184 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
185 +
186 +(% style="margin-left: 60.0px;" %)
187 +
188 +
189 +(% style="margin-left: 30.0px;" %)
190 +**Target Audience Segments**
191 +
192 +(% style="margin-left: 60.0px;" %)
193 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
194 +__
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66929/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66658/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users