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1 -Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
1 +Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)
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1 -User Operations - Managing Your Data
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1 -XWiki.admin
1 +XWiki.melanie@one-count_com
Content
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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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27 27  
28 28  ocids 40754 and 45770 will be merged into ocid 30290, ocids 39314 and 46162 will be merged into ocid 20834, ocid 38146 will be merged into ocid 28138, ocid 41994 will be merged into ocid 19385.
29 29  
30 -=== IMPORTANT NOTES – STATISTICS, NEWSLETTER LISTS, AND MERGED RECORDS ===
30 +=== IMPORTANT NOTE – STATISTICS, NEWSLETTER LISTS, AND MERGED RECORDS ===
31 31  
32 -1. All transaction data and product subscriptions from a removed/merged user will be moved to the kept user's record.
33 -1. Each piece of demographic data has a timestamp attached to it. When users are merged, whichever has the latest timestamp on a per question basis becomes the latest info for that user. Each demographic field with the latest timestamp will be included in the "kept" users record. **NOTE**: Usernames and passwords qualify as demographic information that will be updated to the latest timestamp as well.
32 +All transaction data and product subscriptions from a removed/merged user will be moved to the kept user's record.
34 34  
34 +Whatever is the latest demographic data will be included in the "kept" user's record. Each piece of demographic data has a timestamp attached to it; and when users are merged, whichever has the latest timestamp on a per question basis becomes the latest info for that user.
35 +
35 35  When merging records/users, email stats stay the same. For example,
36 36  
37 37  * four records are merged into one, and
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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.
42 + 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 -\\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.
45 +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.
45 45  
46 46  MagnetMail doesn't allow for deleting/ merging users, so all users that were merged into another ocid will remain in MagnetMail but will be unsubscribed from respective email list(s) in MagnetMail. 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 47  
48 48  === OPEN THE BULK OPERATION WINDOW ===
49 49  
50 -=== Select DATA MANAGEMENT from the Main Menu. ===
51 +=== Select USER OPERATIONS from the Main Menu. ===
51 51  
52 -\\
53 +[[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"]]
55 +=== Select "BULK OPERATION" from the USER OPERATIONS sub-menu. ===
55 55  
56 -=== Select "BULK OPERATIONS" from the DATA MANAGEMENT sub-menu. ===
57 +[[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 ===
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113 113  
114 114  You will receive email notification at the email address you provided when the merge is completed.
115 115  
116 -\\
117 117  
118 -**IMPORTANT NOTE:**
119 119  
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 -
126 126  {{id name="End ScreenSteps Content"/}}
127 127  {{/layout-cell}}
128 128  
129 129  {{layout-cell}}
130 -{{panel title="Search All Documentation:"}}
119 +**Search all Documentation:**
131 131  
132 132  
122 +
133 133  {{livesearch/}}
134 -{{/panel}}
135 135  
136 -{{panel title="Search USER OPERATIONS Documentation:"}}
125 +
137 137  
127 +**Search USER OPERATIONS Documentation:**
138 138  
129 +
130 +
139 139  {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
140 -{{/panel}}
141 141  
142 -{{panel title="More USER OPERATIONS Documentation"}}
143 -{{expand}}
144 - **Add Users
133 +
134 +
135 +{{expand title="More USER OPERATIONS Documentation"}}
136 +(% style="margin-left: 30.0px;" %)
137 +**Add Users
145 145  **
146 146  
147 147  (% style="margin-left: 60.0px;" %)
148 148  
149 149  
150 -
151 151  (% style="margin-left: 60.0px;" %)
152 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
144 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
153 153  
154 154  (% style="margin-left: 60.0px;" %)
155 -[[doc:Pre-Import Checklist]]
147 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
156 156  
157 157  (% style="margin-left: 60.0px;" %)
150 +[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
158 158  
159 -
160 -
161 161  (% style="margin-left: 60.0px;" %)
162 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
153 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
163 163  
164 164  (% style="margin-left: 60.0px;" %)
165 -[[How to Use an Import Mapping Template>>doc:_Archive.Import - How to Use an Import Mapping Template]]
156 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
166 166  
167 167  (% style="margin-left: 60.0px;" %)
168 -[[doc:Add Audience]]
159 +[[Add Audience>>doc:Add Audience (v12\.x)]]
169 169  
170 170  (% style="margin-left: 30.0px;" %)
171 171  **Batch Operations**
172 172  
173 173  (% style="margin-left: 60.0px;" %)
174 -[[doc:Bulk Operation - How to Perform a Batch Delete]]
165 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
175 175  
176 176  (% style="margin-left: 60.0px;" %)
177 -[[doc:Bulk Operation - How to Perform a Batch Product Change]]
168 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
178 178  
179 179  (% style="margin-left: 60.0px;" %)
180 -[[doc:Bulk Operation - How to Perform a Batch Status Change]]
171 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
181 181  
182 182  (% style="margin-left: 60.0px;" %)
183 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
174 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
184 184  
185 185  (% style="margin-left: 60.0px;" %)
186 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
177 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
187 187  
188 188  (% style="margin-left: 60.0px;" %)
189 189  
190 190  
191 -
192 192  (% style="margin-left: 30.0px;" %)
193 193  **Target Audience Segments**
194 194  
195 195  (% style="margin-left: 60.0px;" %)
196 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
186 +(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
197 197  __
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202 202  {{/expand}}
203 -{{/panel}}
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216 216  {{/layout-cell}}
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218 218  {{/layout}}
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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/67551/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12.x)