Last modified by caterina on 2022/02/04 14:56
From version 7.1
edited by mikef
on 2017/01/03 18:56
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To version 9.1
edited by caterina
on 2022/02/04 14:56
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.mikef
1 +XWiki.caterina
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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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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.
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 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 USER OPERATIONS from the Main Menu. ===
50 +=== Select DATA MANAGEMENT from the Main Menu. ===
51 51  
52 -[[image:attach:media_1430151147663.png||align="center"]]
52 +\\
53 53  
54 -=== 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"]]
55 55  
56 -[[image:attach:media_1430151210830.png||align="center"]]
56 +=== Select "BULK OPERATIONS" from the DATA MANAGEMENT sub-menu. ===
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 +
58 58  This will open the Bulk Operation main window, as shown below.
59 59  
60 60  === BULK OPERATION Main Window ===
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109 109  
110 110  You will receive email notification at the email address you provided when the merge is completed.
111 111  
116 +\\
112 112  
118 +**IMPORTANT NOTE:**
113 113  
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 +
114 114  {{id name="End ScreenSteps Content"/}}
115 115  {{/layout-cell}}
116 116  
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136 136  
137 137  
138 138  (% style="margin-left: 60.0px;" %)
139 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
151 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
140 140  
141 141  (% style="margin-left: 60.0px;" %)
142 -[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
154 +[[doc:Pre-Import Checklist]]
143 143  
144 144  (% style="margin-left: 60.0px;" %)
145 145  
146 146  
147 147  (% style="margin-left: 60.0px;" %)
148 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
160 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
149 149  
150 150  (% style="margin-left: 60.0px;" %)
151 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
163 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
152 152  
153 153  (% style="margin-left: 60.0px;" %)
154 -[[Add Audience>>doc:Add Audience (v12\.x)]]
166 +[[doc:Add Audience]]
155 155  
156 156  (% style="margin-left: 30.0px;" %)
157 157  **Batch Operations**
158 158  
159 159  (% style="margin-left: 60.0px;" %)
160 -[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
172 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
161 161  
162 162  (% style="margin-left: 60.0px;" %)
163 -[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
175 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
164 164  
165 165  (% style="margin-left: 60.0px;" %)
166 -[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
178 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
167 167  
168 168  (% style="margin-left: 60.0px;" %)
169 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
181 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
170 170  
171 171  (% style="margin-left: 60.0px;" %)
172 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
184 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
173 173  
174 174  (% style="margin-left: 60.0px;" %)
175 175  
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178 178  **Target Audience Segments**
179 179  
180 180  (% style="margin-left: 60.0px;" %)
181 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
193 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
182 182  __
183 183  
184 -
196 +\\
185 185  
186 -
198 +\\
187 187  {{/expand}}
188 188  {{/panel}}
189 189  
190 -
202 +\\
191 191  
192 -
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194 -
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201 201  {{/layout-cell}}
202 202  {{/layout-section}}
203 203  {{/layout}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927608/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