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5 The directions below provide detail on how to attach or remove an existing product to/from a package and how to create a new product.
6
7 After completing Parts 1 and 2 (creating package name, package description, primary form ~-~-and optionally attaching the package to other forms – and setting terms) and clicking Save, the window will expand and show the Products section. You can now add a product(s) to the package.
8
9 (% style="color:#ff0000" %)Remember that a package may not have a product attached (e.g. a print subscription product) and a single product may be attached to multiple packages.
10
11 Please refer to the [[Quick Start Guide- P>>doc:Quick Start Guide - Packages and Products]]ackages for information on basic concepts and rules relating to package, terms, and products.
12
13
14 [[image:attach:Screen Shot 2018-12-21 at 2.26.18 PM.png||height="250"]]
15
16 === ATTACH A PRODUCT ===
17
18 === 1. Click "Add/Remove" in the PRODUCTS section. ===
19
20 [[image:attach:Screen Shot 2018-12-21 at 2.37.55 PM.png||width="950"]]
21
22 This will bring you to the Products window which lists all existing products in alphabetical order.
23
24 [[image:attach:PDT search.png||height="250"]]
25
26 Notice the Search functionality to quickly find products. More detail on the Search feature can be found in the Global Features section.
27
28 === 2. Click in the check box to the left of the product(s) you would like to attach to the package. ===
29
30 [[image:attach:Screen Shot 2018-12-21 at 2.42.32 PM.png||width="550"]]
31
32 When you select the product, it will move to the top of the product list.
33
34 === 3. Click on "Back to Edit Package" Link in upper right of page. ===
35
36 [[image:attach:Screen Shot 2018-12-21 at 2.44.10 PM.png||width="450"]]
37
38 You will then be brought back to the Edit Package window where you will see the selected product(s) attached to the package. (See below.)
39
40 [[image:attach:media_1428426052643.png||style="vertical-align:center"]]
41
42 The product name, description, type, and product ID # will be displayed.
43 To add another product(s), repeat steps 1-3.
44
45 === 4. Click the "Save" button above Terms to save the package, terms, and products. ===
46
47 [[image:attach:media_1428426108844.png||style="vertical-align:center"]]
48
49 === REMOVE A PRODUCT ===
50
51 === 1. Click on the "Add/Remove" link. ===
52
53 [[image:attach:media_1428426147712.png||style="vertical-align:center"]]
54
55 This will bring you to the PRODUCTS window which lists all existing products in alphabetical order. (See below.)
56 Notice the Search functionality to quickly find products. More detail on the Search feature can be found in the Global Features section.
57 Any products attached to the package will be at the top of the table.
58
59 === 2. Uncheck any products you wish to remove from the package. ===
60
61 [[image:attach:media_1428426516752.png||style="vertical-align:center"]]
62
63 [[image:attach:Prod- Package button.png||width="350"]]
64
65 === 3. Click on the "Back to Edit Package" link (shown in screen shot directly above), and you will see the product has been removed from the package. ===
66
67 [[image:attach:media_1428426706195.png||style="vertical-align:center"]]
68
69 === 4. Click the "Save" button above Terms to save the package, terms, and products. ===
70
71 [[image:attach:media_1428426752179.png||style="vertical-align:center"]]
72
73 === CREATE A NEW PRODUCT ===
74
75 There are seven different types of PRODUCTS: File, Function, Newsletter, Page, Quiz, Section and Webinar. Details on each type of resource are given below.
76
77 === 1. Click on "Add/Remove" link. ===
78
79 [[image:attach:media_1428427308859.png||style="vertical-align:center"]]
80
81 This will bring you to the PRODUCTS page where you can create a new product.
82
83 === 2. Click "Create New Product" found in upper right of the Products page. ===
84
85 [[image:attach:Prod- Package button.png||thumbnail="true" width="300"]]
86
87 You will be directed to the New Product page.
88
89 === 3. Enter a title for the product and description for the product. ===
90
91 [[image:attach:prod build.png||width="650"]]
92
93 The title should be as brief but descriptive as possible. For example if the product is a newsletter, the title could be the name of the newsletter, or if the resource is access to a series of videos on page or section of your website, then the title could be the name of the video series.
94
95 === 5. Select the type of product (File, Newsletter, Page, Section). ===
96
97 [[image:attach:type select.png||width="700"]]
98
99 Further detail on the different types of product is given below.
100
101 === Product Type: File ===
102
103 To restrict access to a file, such as a specific whitepaper or other document, to subscribers/registered users only select Resource Type: File.
104
105 When you select "File" from the "Product Type:" drop-down menu, you will see the message “Files in the [[root folder>>doc:root folder]] directory can be protected from unauthorized downloads”.
106
107 === 1. Under "Choose File" select the file you wish to protect. ===
108
109 [[image:attach:media_1428428218190.png||style="vertical-align:center"]]
110
111 The directory tree of your root folder will be displayed, and you can select your file here. Note that ONEcount must be configured to connect with your download directory.
112
113 === Check the box beside "Attach this product to [[package name>>doc:product name]]". ===
114
115 [[image:attach:media_1428428296046.png||style="vertical-align:center"]]
116
117 **If you do not check the box, the product will not be attached to the package.**
118 You may need to scroll down the page to find "Attach this product to [[package name>>doc:product name]]" if you don't see it below the list of files.
119
120 === 3. Click "Save", and the file-type product will be saved. ===
121
122 [[image:attach:media_1428428440527.png||style="vertical-align:center"]]
123
124 You will receive a confirmation message immediately after clicking "Save" indicating the time the product was saved.
125 To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
126
127 Note: You may cancel product creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Products listing page without creating a product.
128
129 === Product Type: Newsletter ===
130
131 [[image:attach:media_1428431234909.png||style="vertical-align:center"]]
132
133 When you select "Newsletters" from the "Product Type:" drop-down menu, you will see the message "Please Select Newsletter lists to associate with this product." with a drop-down check box list of all existing newsletter lists (called subscriber lists the ONEcount Email Engine). This list of newsletter lists shows all of the existing newsletter/subscriber lists that reside in the Email Engine or in your email package if using an Email provider other than the ONEcount Email Engine. (Note that your system must be connected to ONEcount via API to use an outside Email provider.)
134
135 You can select the existing newsletter list(s) you wish to associate with the product - and by extension with the package - or create a new newsletter list (subscriber list). When you create a new Newsletter list, you are creating a new, empty list in the Email Engine that is associated with the Newsletter package.
136
137 (% style="color:#ff0000" %)***If using the Email Engine to manage your newsletter/email lists, when you create a new newsletter list (as described below) ONEcount will automatically create the list** in the Email Engine. When users submit the subscription form for the package with the newsletter product, they will automatically be placed on the newsletter list in the Email Engine. Their demographic and subscription data will also be added the ONEcount database. If you are using a different email marketing provider, please check with GCN to verify if an API is available.
138
139 (% style="color:#ff0000" %)The product must be created and attached to a package prior to an import or user subscription via an online form. ONEcount won't push package subscribers to a newsletter package created (% style="color:#ff0000; text-decoration:underline" %)after(% style="color:#ff0000" %) the user subscribed to a package (either through import or user action)(% style="color:#000000" %).
140
141 (% style="text-decoration:underline" %)Package > Newsletter-Type Product > Newsletter List Heirarchy(%%)
142 The heirarchy is package > newsletter-type product > newsletter list, so if a user subscribes to a package that has an attached newsletter-type product and that product has multiple newsletter lists associated with it, the user will be subscribed to the package in ONEcount and added to each of the designated newsletter/subscriber lists in the Email Engine.
143 //For example//:
144
145 * You have a package called //Newsletter Bundle// that is a subscription to receive three different newsletters.
146 * The //Newsletter Bundle// package must have a newsletter-type product attached to it – in this case the name of the product is //Newsletter Bundle-Daily/Weekly/Monthly.//
147 * The //Newsletter Bundle-Daily/Weekly/Monthly// product has three different newsletter lists associated with it: //Daily Aviation News, Aviation Brief, and Avionics Monthly//.
148 * When a user subscribes to the //Newsletter Bundle// package, the subscription transaction is recorded in ONEcount, and (s)he is placed on all three lists in the Email Engine (or other Email provider).
149
150 Note that there may also be an individual package and product for each newsletter, so, for example:
151
152 There is an //Aviation News (Daily)// package.
153 The //Aviation News (Daily)// product has a newsletter-type product called //Aviation News (Daily)// attached to it.
154 The //Aviation News (Daily)// product has only the //Daily Aviation News// newsletter list associated with it.
155 When a user subscribes to //Aviation News (Daily)//, the transaction is recorded in ONEcount and (s)he is placed only on the //Daily Aviation News// newsletter list in the Email Engine (or other Email provider).
156
157 === 1. To create a new newsletter list in the Email Engine, click on +"Add New Newsletter" button found in the upper right of the list of existing newsletters. ===
158
159 [[image:attach:media_1428432674965.png||style="vertical-align:center"]]
160
161 === 2. Enter the Newsletter Name (1) and Newsletter Description (2) then click "Add" (3). ===
162
163 [[image:attach:media_1428432719840.png||style="vertical-align:center"]]
164
165 Note that the Newsletter Description box can be expanded by dragging the lower right-hand corner.
166
167 You will see the newly created newsletter, with a check mark, at the top of the newsletter list, as shown below.
168
169 [[image:attach:media_1428432859520.png||style="vertical-align:center"]]
170
171 Select any other newsletter lists (if any) you wish to associate with this product.
172
173 === 3. Check the box beside Attach this product to [[package name>>doc:product name]]". ===
174
175 [[image:attach:media_1428435885828.png||style="vertical-align:center"]]
176
177 **If you do not check the box, the product will not be attached to the package.**
178 You may need to scroll down the page to find "Attach this product to [[package name>>doc:product name]]" if you don't see it below the list of files.
179
180 === 4. Click "Save", and the newsletter product and list will be saved. ===
181
182 [[image:attach:media_1428433123163.png||style="vertical-align:center"]]
183
184 You will receive a confirmation message indicating the time the product was saved.
185
186 To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
187
188 Note: You may cancel product creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Products listing page without creating a product.
189
190 === Product Type: Page ===
191
192 [[image:attach:media_1428435594835.png||style="vertical-align:center"]]
193
194 To restrict access to a web page on your site to subscribers/registered users only, select Product Type: Page.
195
196 Give the product a Title (1) and Description (2).
197
198 When you select "Page" from the "Product Type:" drop-down menu, you will see the message “Please add the full URL including http or https to protect a page”.
199
200 === 1. Enter the full URL, including http or https, of the page that you wish to restrict access to. ===
201
202 [[image:attach:1.__Enter_the_full_URL__including_http_or_https__of_the_p.png||style="vertical-align:center"]]
203
204 === 2. Check the box next to "Attach this product to [[package name>>doc:product name]]. ===
205
206 [[image:attach:2.png||style="vertical-align:center"]]
207
208 If you do not check the box, the product will not be attached to the package.
209
210 === 3. Click "Save", and the page-type product will be saved. ===
211
212 [[image:attach:media_1428436137073.png||style="vertical-align:center"]]
213
214 You will receive a confirmation message that indicates the time the product was saved.
215 To return to the resources listing page, which will show your new product in the alphabetical list, click on the Go Back button.
216
217 Note: You may cancel product creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Products listing page without creating a product.
218
219 === PRODUCT Type: Section ===
220
221 [[image:attach:media_1404931109764.png||style="vertical-align:center"]]
222
223 To restrict access to an entire section of your site to subscribers/registered users only, select Product Type: Section.
224
225 Give the product a Title (1) and Description (2).
226
227 When you select "Section" from the "Product Type:" drop-down menu, you will see the message “Entire sections of the web site can be protected by specifying a part of the URL that every page in that section has in common. ((% style="color:#ff0000" %)DO NOT put in the initial http:~/~/(%%))"
228
229 === 1. Enter the part of the URL that every page in the section has in common. ===
230
231 [[image:attach:media_1404931205339.png||style="vertical-align:center"]]
232
233 This will restrict access to all blogs pages in the onecount.com site. (The part of the URL that all pages have in common is the highest level page in the page hierarchy – all sub-pages below /blogs will be restricted, e.g. onecount/blogs/blog1, onecount/blogs/blog2, etc. would be restricted.)
234
235 === 2. Click the box next to "Attach this product to [[package name>>doc:product name]]." ===
236
237 [[image:attach:media_1404931420199.png||style="vertical-align:center"]]
238
239 If you do not check the box, the product will not be attached to the package.
240
241 === 3. Click "Save", and the section-type product will be saved. ===
242
243 [[image:attach:media_1428436362717.png||style="vertical-align:center"]]
244
245 You will receive a confirmation message indicating the time the product was saved.
246 To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
247
248 Note: You may cancel product creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Products listing page without creating a products.
249
250 === VIEWING PACKAGE WITH NEW PRODUCT ATTACHED ===
251
252 === 1. Select " PACKAGES" from the INVENTORY sub-menu. ===
253
254 [[image:attach:media_1428436690355.png||style="vertical-align:center"]]
255
256 This will bring you to the Manage Packages page, as shown below.
257
258 [[image:attach:media_1428436765753.png||style="vertical-align:center"]]
259
260 === 2. Expand the package to see Terms and Resources (if any). ===
261
262 [[image:attach:media_1428436826360.png||style="vertical-align:center"]]
263
264 Note that you can edit and/or create new terms and add/remove products from this expanded view. For more detail, see How to Manage Packages.
265
266 To view and edit all three parts of the product, go to Step 2.
267
268 === 2. Click on the "Edit" icon for the package you attached the product to. ===
269
270 [[image:attach:media_1428437174458.png||style="vertical-align:center"]]
271
272 This will bring you to the "Edit Package" page.
273
274 === 3. Scroll to the "Products" section at the bottom of the "Edit Package" page . ===
275
276 [[image:attach:media_1428437271572.png||style="vertical-align:center"]]
277
278 You will see the products that are attached to the package. This list should include your newly-created product.
279
280 === View of a completed product-type package: ===
281
282 [[image:attach:media_1428437409819.png||style="vertical-align:center"]]
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296 (% style="margin-left: 30.0px;" %)
297 [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
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