Skip to Content
Last modified by Admin User on 2026/05/23 17:40
From version 11.13
edited by Admin User
on 2026/05/23 17:40
Change comment: Renamed back-links.
To version 9.1
edited by steven@one-count_com
on 2018/07/10 17:44
Change comment: There is no comment for this version

Summary

Details

Page properties
Parent
... ... @@ -1,1 +1,0 @@
1 -WebHome
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.admin
1 +XWiki.steven@one-count_com
Content
... ... @@ -4,7 +4,7 @@
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  
... ... @@ -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 -(% 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  
... ... @@ -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 -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.
... ... @@ -47,18 +47,14 @@
47 47  
48 48  === OPEN THE BULK OPERATION WINDOW ===
49 49  
50 -=== Select DATA MANAGEMENT from the Main Menu. ===
50 +=== Select USER OPERATIONS from the Main Menu. ===
51 51  
52 -\\
52 +[[image:attach:media_1430151147663.png||align="center"]]
53 53  
54 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
54 +=== Select "BULK OPERATION" from the USER OPERATIONS sub-menu. ===
55 55  
56 -=== Select "BULK OPERATIONS" from the DATA MANAGEMENT sub-menu. ===
56 +[[image:attach:media_1430151210830.png||align="center"]]
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 -
62 62  This will open the Bulk Operation main window, as shown below.
63 63  
64 64  === BULK OPERATION Main Window ===
... ... @@ -113,13 +113,13 @@
113 113  
114 114  You will receive email notification at the email address you provided when the merge is completed.
115 115  
116 -\\
112 +
117 117  
118 118  **IMPORTANT NOTE:**
119 119  
120 120  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.
121 121  
122 -\\
118 +
123 123  
124 124  
125 125  
... ... @@ -147,102 +147,69 @@
147 147  (% style="margin-left: 60.0px;" %)
148 148  
149 149  
150 -
151 -
152 -
153 -
154 -
155 -
156 -
157 -
158 -
159 -
160 -
161 161  (% style="margin-left: 60.0px;" %)
162 -[[Preparing for Data Import>>doc:OD.How-To and Cookbooks.Getting Started - Preparing for Data Import]]
147 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
163 163  
164 164  (% style="margin-left: 60.0px;" %)
165 -[[doc:OD.Data Import, Export and Mapping.Pre-Import Checklist]]
150 +[[doc:Pre-Import Checklist]]
166 166  
167 167  (% style="margin-left: 60.0px;" %)
168 168  
169 169  
170 -
171 -
172 -
173 -
174 -
175 -
176 -
177 -
178 -
179 -
180 -
181 181  (% style="margin-left: 60.0px;" %)
182 -[[How to Create an Import Mapping Template>>doc:_Archive.Import - How to Create an Import Mapping Template]]
156 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
183 183  
184 184  (% style="margin-left: 60.0px;" %)
185 -[[How to Use an Import Mapping Template>>doc:_Archive.Import - How to Use an Import Mapping Template]]
159 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
186 186  
187 187  (% style="margin-left: 60.0px;" %)
188 -[[doc:OD.Data Import, Export and Mapping.Add Audience]]
162 +[[doc:Add Audience]]
189 189  
190 190  (% style="margin-left: 30.0px;" %)
191 191  **Batch Operations**
192 192  
193 193  (% style="margin-left: 60.0px;" %)
194 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Delete]]
168 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
195 195  
196 196  (% style="margin-left: 60.0px;" %)
197 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Product Change]]
171 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
198 198  
199 199  (% style="margin-left: 60.0px;" %)
200 -[[doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Status Change]]
174 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
201 201  
202 202  (% style="margin-left: 60.0px;" %)
203 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch Subscribe]]
177 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
204 204  
205 205  (% style="margin-left: 60.0px;" %)
206 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:OD.Bulk Operations.Bulk Operation - How to Perform a Batch UnsubscribeKill]]
180 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
207 207  
208 208  (% style="margin-left: 60.0px;" %)
209 209  
210 210  
211 -
212 -
213 -
214 -
215 -
216 -
217 -
218 -
219 -
220 -
221 -
222 222  (% style="margin-left: 30.0px;" %)
223 223  **Target Audience Segments**
224 224  
225 225  (% style="margin-left: 60.0px;" %)
226 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:OD.Segment Manager]]__
189 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
227 227  __
228 228  
229 -\\
192 +
230 230  
231 -\\
194 +
232 232  {{/expand}}
233 233  {{/panel}}
234 234  
235 -\\
198 +
236 236  
237 -\\
200 +
238 238  
239 -\\
202 +
240 240  
241 -\\
204 +
242 242  
243 -\\
206 +
244 244  
245 -\\
208 +
246 246  {{/layout-cell}}
247 247  {{/layout-section}}
248 248  {{/layout}}
Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -15.2 KB
Content
Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 7.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -17.1 KB
Content
media_1430151147663.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -17.8 KB
Content
media_1430151210830.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -17.9 KB
Content
media_1430151456843.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -43.1 KB
Content
media_1430151885313.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -79.0 KB
Content
media_1430163531217.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -210.3 KB
Content
media_1430163612501.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -65.1 KB
Content
media_1430163644824.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -25.7 KB
Content
media_1430163695483.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -18.3 KB
Content
media_1438020148654.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -71.8 KB
Content
media_1438020317487.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.XWikiGuest
Size
... ... @@ -1,1 +1,0 @@
1 -61.5 KB
Content
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -66658
1 +62521377
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/66658/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
1 +https://info.onecount.net//wiki/spaces/OD/pages/62521377/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users