Last modified by caterina on 2022/02/04 14:56
From version 8.1
edited by mikef
on 2018/05/31 17:03
Change comment: There is no comment for this version
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  
112 -
116 +\\
113 113  
114 114  **IMPORTANT NOTE:**
115 115  
116 116  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.
117 117  
118 -
122 +\\
119 119  
120 120  
121 121  
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147 147  [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
148 148  
149 149  (% style="margin-left: 60.0px;" %)
150 -[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
154 +[[doc:Pre-Import Checklist]]
151 151  
152 152  (% style="margin-left: 60.0px;" %)
153 153  
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159 159  [[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
160 160  
161 161  (% style="margin-left: 60.0px;" %)
162 -[[Add Audience>>doc:Add Audience]]
166 +[[doc:Add Audience]]
163 163  
164 164  (% style="margin-left: 30.0px;" %)
165 165  **Batch Operations**
166 166  
167 167  (% style="margin-left: 60.0px;" %)
168 -[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete]]
172 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
169 169  
170 170  (% style="margin-left: 60.0px;" %)
171 -[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change]]
175 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
172 172  
173 173  (% style="margin-left: 60.0px;" %)
174 -[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change]]
178 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
175 175  
176 176  (% style="margin-left: 60.0px;" %)
177 177  [[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
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186 186  **Target Audience Segments**
187 187  
188 188  (% style="margin-left: 60.0px;" %)
189 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine]]__
193 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
190 190  __
191 191  
192 -
196 +\\
193 193  
194 -
198 +\\
195 195  {{/expand}}
196 196  {{/panel}}
197 197  
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199 199  
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204 +\\
201 201  
202 -
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204 -
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208 -
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209 209  {{/layout-cell}}
210 210  {{/layout-section}}
211 211  {{/layout}}
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1 -11927739
1 +66658
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927739/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