Changes for page Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
Last modified by caterina on 2025/06/27 12:14
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... ... @@ -1,0 +1,1 @@ 1 +User Operations - Managing Your Data - Author
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. steven@one-count_com1 +XWiki.caterina - Content
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... ... @@ -4,7 +4,7 @@ 4 4 5 5 6 6 {{id name="Start ScreenSteps Content"/}} 7 - 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 ... ... @@ -11,7 +11,7 @@ 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 - 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 ... ... @@ -38,7 +38,7 @@ 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 - 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. ... ... @@ -47,14 +47,18 @@ 47 47 48 48 === OPEN THE BULK OPERATION WINDOW === 49 49 50 -=== Select USER OPERATIONSfrom 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"BULKOPERATION"fromthe 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 === ... ... @@ -109,13 +109,13 @@ 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 ... ... @@ -189,23 +189,23 @@ 189 189 (% 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}} 197 197 198 - 202 +\\ 199 199 200 - 204 +\\ 201 201 202 - 206 +\\ 203 203 204 - 208 +\\ 205 205 206 - 210 +\\ 207 207 208 - 212 +\\ 209 209 {{/layout-cell}} 210 210 {{/layout-section}} 211 211 {{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/6 2521377/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users1 +https://info.onecount.net//wiki/spaces/OD/pages/66658/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users