Changes for page Bulk Operation - How to Perform a Bulk Merge of Duplicate Users
Last modified by Admin User on 2026/05/23 17:40
To version 9.1
edited by steven@one-count_com
on 2018/07/10 17:44
on 2018/07/10 17:44
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... ... @@ -1,1 +1,0 @@ 1 -User Operations - Managing Your Data - Author
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... ... @@ -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 DATAMANAGEMENT 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 Shot2021-10-09at 4.33.36PM(2) copy3.png||thumbnail="true"height="250"]]54 +=== Select "BULK OPERATION" from the USER OPERATIONS sub-menu. === 55 55 56 - === Select"BULK OPERATIONS" fromthe 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 ... ... @@ -147,7 +147,6 @@ 147 147 (% style="margin-left: 60.0px;" %) 148 148 149 149 150 - 151 151 (% style="margin-left: 60.0px;" %) 152 152 [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]] 153 153 ... ... @@ -157,12 +157,11 @@ 157 157 (% style="margin-left: 60.0px;" %) 158 158 159 159 160 - 161 161 (% style="margin-left: 60.0px;" %) 162 162 [[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]] 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]]159 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]] 166 166 167 167 (% style="margin-left: 60.0px;" %) 168 168 [[doc:Add Audience]] ... ... @@ -188,7 +188,6 @@ 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 ... ... @@ -196,23 +196,23 @@ 196 196 (% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__ 197 197 __ 198 198 199 - \\192 + 200 200 201 - \\194 + 202 202 {{/expand}} 203 203 {{/panel}} 204 204 205 - \\198 + 206 206 207 - \\200 + 208 208 209 - \\202 + 210 210 211 - \\204 + 212 212 213 - \\206 + 214 214 215 - \\208 + 216 216 {{/layout-cell}} 217 217 {{/layout-section}} 218 218 {{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/6 6658/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users1 +https://info.onecount.net//wiki/spaces/OD/pages/62521377/Bulk Operation - How to Perform a Bulk Merge of Duplicate Users