Last modified by rayaan@one-count_com on 2020/05/29 15:50
From version 14.1
edited by rayaan@one-count_com
on 2020/05/29 15:50
Change comment: Reverted from v. 10
To version 9.1
edited by steven@one-count_com
on 2018/07/10 18:27
Change comment: There is no comment for this version

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1 -Demographics - Create and Manage Demographic Fields in Your Database
1 +Questions - Create and Manage Questions
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1 -Create and Manage Your Inventory
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1 -XWiki.rayaan@one-count_com
1 +XWiki.steven@one-count_com
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1 -favourite
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4 4  === ===
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 -(% style="color: rgb(0,0,0);" %)Demographic BuilderQuestions are all the data fields/questions in your database. Questions may be used on forms, or they may exist only in the database for backend use, e.g. data imports, manual data entry, etc. This lesson describes how to create and manage questions.
7 + (% style="color: rgb(0,0,0);" %)Question BuilderQuestions are all the data fields/questions in your database. Questions may be used on forms, or they may exist only in the database for backend use, e.g. data imports, manual data entry, etc. This lesson describes how to create and manage questions.
8 8  
9 9  Please refer to Quick Start Guide- Forms for information on basic concepts and rules relating to forms.
10 10  
11 -=== ORDER OF DEMOGRAPHICS ===
11 +=== ORDER OF QUESTIONS ===
12 12  
13 -**The order that questions appear in the Demographic Builder is the order that they'll appear in User Detail and the Add New User windows.**
13 +**The order that questions appear in the Question Builder is the order that they'll appear in User Detail and the Add New User windows.**
14 14  
15 15  In User Detail the first ten demographic questions and responses will appear by default, and to see the remaining questions/responses you must click "More Information >>". So, for example, if you want to see First Name, Last Name, Email, Title, Company Name, Company Address, Address2, City, State/Province, Zip/Postal Code by default in the User Demographic window, put your questions in that order in the Question Builder. The same applies if you want to have certain questions appear first in the Add New User window (for quicker manual entry).
16 16  
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28 28  
29 29  [[image:attach:media_1430423572179.png||align="center"]]
30 30  
31 -=== OPENING THE DEMOGRAPHIC BUILDER ===
31 +=== OPENING THE QUESTION BUILDER ===
32 32  
33 33  === Select INVENTORY from the main menu. ===
34 34  
35 -[[image:attach:Screen Shot 2019-12-23 at 11.42.40.png||width="755"]]
35 +[[image:attach:media_1429201155407.png||align="center"]]
36 36  
37 -=== Select DEMOGRAPHICS from the sub-menu. ===
37 +=== Select QUESTIONS from the sub-menu. ===
38 38  
39 -\\
39 +[[image:attach:media_1429201174025.png||align="center"]]
40 40  
41 41  This will open the Question Builder where you will see a list of existing questions and the options to Create/Update Download Template* and to Create Question (See below.)
42 42  
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46 46  
47 47  To quickly find a question, use the Search functionality at the top of the page to search by question name or id.
48 48  
49 -=== HOW TO CREATE A DEMOGRAPHIC QUESTION / DATABASE FIELD ===
49 +=== HOW TO CREATE A QUESTION / DATABASE FIELD ===
50 50  
51 51  (% style="color: rgb(208,0,0);" %)**Questions are all the data fields/questions in your database. Questions may appear on forms, or they may exist only in the database for administrative use, e.g. data imports, manual data entry, etc.**
52 52  
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82 82  
83 83  **Text Field, Text Area, and Password Field (Open Ended)**
84 84  //text field~:// the user must type in a response (e.g. first name, last name)
85 -//text area~:// same as text field, except allows more characters
86 -//password field~:// text entered is not shown~-~-converted to *
85 + //text area~:// same as text field, except allows more characters
86 + //password field~:// text entered is not shown~-~-converted to *
87 87  
88 88  * Radio Button and Select (Single Select - user can select only one response)*
89 -//radio button// - user clicks on round button to select one response (e.g. male / female, yes/no/maybe)
90 -//select// - user selects one response from a drop-down menu of choices
89 + //radio button// - user clicks on round button to select one response (e.g. male / female, yes/no/maybe)
90 + //select// - user selects one response from a drop-down menu of choices
91 91  
92 92  **Checkbox List** (Multi Select)*
93 -user can click on multiple check boxes to select multiple responses from a list of choices
93 + user can click on multiple check boxes to select multiple responses from a list of choices
94 94  
95 95  (% style="color: rgb(203,3,3);" %)//**Note: The system will automatically create values for Checkbox List-type responses. If you will be importing data to this field, these values must be replaced in the import file.**//
96 96  
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107 107  [[image:attach:media_1434993527344.png||align="center"]]
108 108  
109 109  (1) **Display Text** is the text that a visitor will see on the form.
110 -(2) **Value** is the value you want assigned in the ONEcount database for that response. Values can be numeric or alphabetic (e.g. in a Yes/No question Display Text “Yes” value could = 1 or Yes, and Display Text “No” value could = 2 or No.) .
110 + (2) **Value** is the value you want assigned in the ONEcount database for that response. Values can be numeric or alphabetic (e.g. in a Yes/No question Display Text “Yes” value could = 1 or Yes, and Display Text “No” value could = 2 or No.) .
111 111  
112 112  **TAKE NOTE:**
113 113  (% style="color: rgb(203,3,3);" %)**The system will automatically create values for Checkbox-type responses. The "Value" field is locked, so you cannot enter your own values. When you save the question, the system-generated values will be added. If you will be importing data to this field, these values must be replaced in the import file.**
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174 174  Lookup Questions are used in conjunction with ONEcount's progressive lookup feature.
175 175  
176 176  The default is "No", meaning that the question will not be used as a challenge question for progessive lookup on forms.
177 -Selecting "Yes" means that the question will be used as a challenge question for progressive lookup on forms.
177 + Selecting "Yes" means that the question will be used as a challenge question for progressive lookup on forms.
178 178  
179 179  See Progressive Lookup documentation for more detail on progressive lookup functionality.
180 180  
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217 217  [[image:attach:media_1441724149285.png||align="center"]]
218 218  
219 219  When finished selecting the demographic fields for the template, click anywhere outside of the Demographic Selection drop-down list and click "Save".
220 -To cancel the operation, click "Cancel".
220 + To cancel the operation, click "Cancel".
221 221  
222 222  === HOW TO EDIT A DOWNLOAD TEMPLATE ===
223 223  
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244 244  [[image:attach:media_1441726416700.png||align="center"]]
245 245  
246 246  To remove a question/field, click on the "x" to the right of the question.
247 -To add a question/field, click anywhere in the Demographic Selection field to display a drop-down list of remaining demographic questions.
247 + To add a question/field, click anywhere in the Demographic Selection field to display a drop-down list of remaining demographic questions.
248 248  
249 249  When done, click "Update".
250 -To cancel the operation, click "Cancel".
250 + To cancel the operation, click "Cancel".
251 251  
252 252  === HOW TO MANAGE QUESTIONS ===
253 253  
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264 264  [[image:attach:media_1430170253054.png||align="center"]]
265 265  
266 266  **Important Note:**
267 -**It is best not change a text/radio button/select-type question to a checkbox-type question. Because the system assigns values to checkbox-type questions and stores them in a different manner than other question types, if users profiled are not updated with a value for the checkbox-type question, the previously assigned values won't match the new values created by the system and can't be translated to the new values. As a result, User Demographics and Demographic Activity will show a blank for the response to that question and the List Wizard won't be able to generate a list based on that demographic. This will also affect pulling analytics based on that demographic question from Web Analytics and creating a target segment in the Persona Manager. (Remember, if user profiles aren't updated to new values, the system won't be able to translate the previous values to the changed values because of the different way they are stored within the system.)**
267 + **It is best not change a text/radio button/select-type question to a checkbox-type question. Because the system assigns values to checkbox-type questions and stores them in a different manner than other question types, if users profiled are not updated with a value for the checkbox-type question, the previously assigned values won't match the new values created by the system and can't be translated to the new values. As a result, User Demographics and Demographic Activity will show a blank for the response to that question and the List Wizard won't be able to generate a list based on that demographic. This will also affect pulling analytics based on that demographic question from Web Analytics and creating a target segment in the Persona Manager. (Remember, if user profiles aren't updated to new values, the system won't be able to translate the previous values to the changed values because of the different way they are stored within the system.)**
268 268  
269 269  === To delete a question, click on the Delete icon. ===
270 270  
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371 371  {{/expand}}
372 372  {{/panel}}
373 373  
374 -\\
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376 -\\
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377 377  
378 378  **
379 379  **
380 380  
381 -\\
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382 382  
383 -\\
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384 384  
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390 390  {{/layout-cell}}
391 391  {{/layout-section}}
392 392  {{/layout}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66312/Demographics - Create and Manage Demographic Fields in Your Database
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331559/Questions - Create and Manage Questions