Skip to Content
Last modified by Admin User on 2026/05/23 17:40
Show last authors
1 {{layout}}
2 {{layout-section ac:type="two_right_sidebar"}}
3 {{layout-cell}}
4
5
6 {{id name="Start ScreenSteps Content"/}}
7 This lesson describes how to use the Bulk Operation tool in the USER OPERATIONS module to perform a batch subscribe to a new product.
8
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
11 === OPENING THE BULK OPERATION WINDOW ===
12
13 === Select DATA MANAGEMENT from the Main Menu. ===
14
15 [[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
16
17 === Select "BULK OPERATIONS" from the DATA MANAGEMENT sub-menu. ===
18
19 \\
20
21 [[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 7.png||thumbnail="true" height="250"]]
22
23 This will open the Bulk Operation main window, as shown below.
24
25 === Bulk Operation Main Window ===
26
27 [[image:attach:media_1443632029104.png||align="center"]]
28
29 (% style="color: rgb(0,0,0);" %)**1** - (%%)Copy and paste a delimiter separated list of ONEcount IDs.
30
31 (% style="color: rgb(0,0,0);" %)**2 **-(%%) Select the bulk operation: Status Change will change the status of ocids entered in Box 1, Product Change will change the product all ocids entered in Box 1 are assigned to, Unsubscribe/Kills will unsubscribe all ocids entered in Box 1 from a designated product, Subscribe will subscribe all ocids entered in Box 1 to a designated product, Delete will delete all ocids entered in Box 1, and Merge will merge ocids enterd in Box 1.
32
33 (% style="color: rgb(0,0,0);" %)**3** - (%%)Select the delimiter used in the list of ONEcount IDs (Box 1).
34
35 (% style="color: rgb(0,0,0);" %)**4** - (%%)Select the status to apply to the Status Change, Product Change, Unsubscribe/Kill, or Subscribe.
36
37 (% 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.
38
39 === PERFORMING A BATCH SUBSCRIBE ===
40
41 === 1. Copy and paste the ONEcount IDs of users you wish to subscribe to the new product. ===
42
43 [[image:attach:1.__Copy_and_paste_the_ONEcount_IDs_of_users_you_wish_to_.png||align="center"]]
44
45 ONEcount IDs may be selected by running a list as described in List Wizard lessons.
46
47 You will need to select the delimiter used in this list in Step 5.
48
49 If no ONEcount IDs are entered, when you complete the steps below and select "Process" a pop-up will appear prompting you to enter IDs. (see below)
50
51 [[image:attach:media_1358447970415.png||align="center"]]
52
53 === 2. Select Subscribe. ===
54
55 [[image:attach:media_1443644858583.png||align="center"]]
56
57 Status Change is selected as the default.
58
59 === 3. Select the delimiter used in list of ONEcount IDs that were entered. ===
60
61 [[image:attach:media_1358448390363.png||align="center"]]
62
63 In the example in Step 1, the delimiter is a comma. Other choices include Tab, New Line (each ID on a new line), or Other (e.g. semicolon, colon).
64
65 If you do not select a delimeter, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a delimiter. (see below)
66
67 [[image:attach:media_1358448434044.png||align="center"]]
68
69 === 4. Select the Status to apply to the new subscription. ===
70
71 [[image:attach:media_1358448498717.png||align="center"]]
72
73 Product Statuses are created in the ONEcount Product Manager.
74
75 If you do not select a status, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a status to apply. (see below)
76
77 [[image:attach:media_1358448548983.png||align="center"]]
78
79 === 5. Select the product to subscribe to. ===
80
81 [[image:attach:media_1443642065909.png||align="center"]]
82
83 The heading here is "Select the product(Term)..." because each term for each product is included in the list. Some products have more than one term, so this list shows all products and terms.
84
85 If you do not select a product, a pop-up will appear prompting you to select a product. (See below.)
86
87 [[image:attach:media_1358448838327.png||align="center"]]
88
89 === 6. Scroll to the bottom of the screen and click "Process". ===
90
91 [[image:attach:media_1443642122199.png||align="center"]]
92
93 === 7. If all users entered in Step 1 are not subscribed to the product selected, a confirmation message will appear indicating the total number of new subscriptions . ===
94
95 [[image:attach:media_1443642314015.png||align="center"]]
96
97 Total subscribes represents the total number of users newly subscribed to the product in ONEcount.
98
99 (% style="color: rgb(255,0,0);" %)**~*~* **(%%)"Total users added to Email Engine" represents the total number of users added to a newsletter / mail list in the ONEcount Email Engine. This will only apply if the product has a newsletter-type resource attached to it.
100
101 === 8. If some of the users listed in Step 1 are not subscribed to the product selected, the following message will be displayed. ===
102
103 [[image:attach:media_1443643399429.png||align="center"]]
104
105 You can download the list of ONEcount IDs of those users who are already subscribed to the product and/or continue with subscribing the remaining users to the product.
106
107 If you choose to download the list of users who are already subscribed to the product, the download window will open and the ONEcount page will remain open. You can download your list, then select "click here to proceed further with subscribing remaining users" to proceed with subscribing those users who aren't already subscribed to the product.
108
109 If you don't wish to download the list of users who are already subscribed to the product, select "click here to proceed further with subscribing remaining users."
110
111 === 8a. After selecting to proceed with subscribing users, the following confirmation message will be displayed. Select "OK" to continue with the subscription process. ===
112
113 [[image:attach:9.__After_selecting_to_proceed_with_subscribing_users__the_fo.png||align="center"]]
114
115 Users who are already subscribed to the product will be ignored.
116
117 === 8b. When ONEcount has finished processing the changes, the following confirmation message will be displayed. ===
118
119 [[image:attach:media_1443643596364.png||align="center"]]
120
121 "Total subscribes made" represents the total number of users newly subscribed to the product.
122
123 "Total users added to Email Engine" represents the total number of users added to a newsletter / mail list in the phpList email engine. This will only apply if the product has a newsletter-type resource attached to it.
124
125
126
127 {{id name="End ScreenSteps Content"/}}
128 {{/layout-cell}}
129
130 {{layout-cell}}
131 {{panel title="Search All Documentation:"}}
132
133
134 {{livesearch/}}
135 {{/panel}}
136
137 {{panel title="Search USER OPERATIONS Documentation:"}}
138
139
140 {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
141 {{/panel}}
142
143 {{panel title="More USER OPERATIONS Documentation"}}
144 {{expand}}
145 **Add Users
146 **
147
148 (% style="margin-left: 60.0px;" %)
149
150
151
152
153
154
155
156
157
158
159
160
161
162 (% style="margin-left: 60.0px;" %)
163 [[Preparing for Data Import>>doc:OD.How-To and Cookbooks.Getting Started - Preparing for Data Import]]
164
165 (% style="margin-left: 60.0px;" %)
166 [[doc:OD.Data Import, Export and Mapping.Pre-Import Checklist]]
167
168 (% style="margin-left: 60.0px;" %)
169
170
171
172
173
174
175
176
177
178
179
180
181
182 (% style="margin-left: 60.0px;" %)
183 [[How to Create an Import Mapping Template>>doc:_Archive.Import - How to Create an Import Mapping Template]]
184
185 (% style="margin-left: 60.0px;" %)
186 [[How to Use an Import Mapping Template>>doc:_Archive.Import - How to Use an Import Mapping Template]]
187
188 (% style="margin-left: 60.0px;" %)
189 [[doc:OD.Data Import, Export and Mapping.Add Audience]]
190
191 (% style="margin-left: 30.0px;" %)
192 **Batch Operations**
193
194 (% style="margin-left: 60.0px;" %)
195 [[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Delete]]
196
197 (% style="margin-left: 60.0px;" %)
198 [[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Product Change]]
199
200 (% style="margin-left: 60.0px;" %)
201 [[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Status Change]]
202
203 (% style="margin-left: 60.0px;" %)
204
205
206
207
208
209
210
211
212
213
214
215
216
217 (% style="margin-left: 60.0px;" %)
218 [[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch UnsubscribeKill]]
219
220 (% style="margin-left: 60.0px;" %)
221 [[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
222
223 (% style="margin-left: 30.0px;" %)
224 **Target Audience Segments**
225
226 (% style="margin-left: 60.0px;" %)
227 (% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:OD.Segment Manager]]__
228 __
229
230 \\
231
232 \\
233 {{/expand}}
234 {{/panel}}
235
236 \\
237
238 \\
239
240 \\
241
242 \\
243
244 \\
245
246 \\
247 {{/layout-cell}}
248 {{/layout-section}}
249 {{/layout}}