Last modified by rayaan@one-count_com on 2020/05/29 15:50
From version 3.1
edited by melanie@one-count_com
on 2016/11/17 18:34
Change comment: There is no comment for this version
To version 13.1
edited by rayaan@one-count_com
on 2020/05/29 16:25
Change comment: Reverted from v. 10

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1 -Question Builder - Create and Manage Questions (v12.x)
1 +Demographics - Create and Manage Demographic Fields in Your Database
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.rayaan@one-count_com
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1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
4 +=== ===
1 1  
2 -
3 3  {{id name="Start ScreenSteps Content"/}}
4 - (% style="color: rgb(0,0,0);" %)Questions 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);" %)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.
5 5  
6 6  Please refer to Quick Start Guide- Forms for information on basic concepts and rules relating to forms.
7 7  
8 -=== ORDER OF QUESTIONS ===
11 +=== ORDER OF DEMOGRAPHICS ===
9 9  
10 -**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.**
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.**
11 11  
12 12  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).
13 13  
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25 25  
26 26  [[image:attach:media_1430423572179.png||align="center"]]
27 27  
28 -=== OPENING THE QUESTION BUILDER ===
31 +=== OPENING THE DEMOGRAPHIC BUILDER ===
29 29  
30 30  === Select INVENTORY from the main menu. ===
31 31  
32 -[[image:attach:media_1429201155407.png||align="center"]]
35 +[[image:attach:Screen Shot 2019-12-23 at 11.42.40.png||width="755"]]
33 33  
34 -=== Select QUESTIONS from the sub-menu. ===
37 +=== Select DEMOGRAPHICS from the sub-menu. ===
35 35  
36 -[[image:attach:media_1429201174025.png||align="center"]]
39 +\\
37 37  
38 38  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.)
39 39  
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43 43  
44 44  To quickly find a question, use the Search functionality at the top of the page to search by question name or id.
45 45  
46 -=== HOW TO CREATE A QUESTION / DATABASE FIELD ===
49 +=== HOW TO CREATE A DEMOGRAPHIC QUESTION / DATABASE FIELD ===
47 47  
48 48  (% 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.**
49 49  
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79 79  
80 80  **Text Field, Text Area, and Password Field (Open Ended)**
81 81  //text field~:// the user must type in a response (e.g. first name, last name)
82 - //text area~:// same as text field, except allows more characters
83 - //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 *
84 84  
85 85  * Radio Button and Select (Single Select - user can select only one response)*
86 - //radio button// - user clicks on round button to select one response (e.g. male / female, yes/no/maybe)
87 - //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
88 88  
89 89  **Checkbox List** (Multi Select)*
90 - 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
91 91  
92 92  (% 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.**//
93 93  
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104 104  [[image:attach:media_1434993527344.png||align="center"]]
105 105  
106 106  (1) **Display Text** is the text that a visitor will see on the form.
107 - (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.) .
108 108  
109 109  **TAKE NOTE:**
110 110  (% 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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171 171  Lookup Questions are used in conjunction with ONEcount's progressive lookup feature.
172 172  
173 173  The default is "No", meaning that the question will not be used as a challenge question for progessive lookup on forms.
174 - 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.
175 175  
176 176  See Progressive Lookup documentation for more detail on progressive lookup functionality.
177 177  
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214 214  [[image:attach:media_1441724149285.png||align="center"]]
215 215  
216 216  When finished selecting the demographic fields for the template, click anywhere outside of the Demographic Selection drop-down list and click "Save".
217 - To cancel the operation, click "Cancel".
220 +To cancel the operation, click "Cancel".
218 218  
219 219  === HOW TO EDIT A DOWNLOAD TEMPLATE ===
220 220  
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241 241  [[image:attach:media_1441726416700.png||align="center"]]
242 242  
243 243  To remove a question/field, click on the "x" to the right of the question.
244 - 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.
245 245  
246 246  When done, click "Update".
247 - To cancel the operation, click "Cancel".
250 +To cancel the operation, click "Cancel".
248 248  
249 249  === HOW TO MANAGE QUESTIONS ===
250 250  
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261 261  [[image:attach:media_1430170253054.png||align="center"]]
262 262  
263 263  **Important Note:**
264 - **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.)**
265 265  
266 266  === To delete a question, click on the Delete icon. ===
267 267  
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298 298  
299 299  
300 300  {{id name="End ScreenSteps Content"/}}
304 +{{/layout-cell}}
305 +
306 +{{layout-cell}}
307 +{{panel title="Search all Documentation:"}}
308 +
309 +
310 +{{livesearch/}}
311 +{{/panel}}
312 +
313 +{{panel title="Search INVENTORY Documentation:"}}
314 +
315 +
316 +{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
317 +{{/panel}}
318 +
319 +{{panel title="More INVENTORY Documentation:"}}
320 +{{expand}}
321 +(% style="margin-left: 30.0px;" %)
322 +[[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
323 +
324 +(% style="margin-left: 30.0px;" %)
325 +[[Quick Start Guide - Products & Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
326 +
327 +(% style="margin-left: 30.0px;" %)
328 +[[Products - How to Create a Product Part 1: Create, Name, Attach Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66214||shape="rect"]]
329 +
330 +(% style="margin-left: 30.0px;" %)
331 +[[Products - How to Create a Product Part 2: Product Terms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66234||shape="rect"]]
332 +
333 +(% style="margin-left: 30.0px;" %)
334 +[[Products - How to Create a Product Part 3: Attach/Remove/Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66253||shape="rect"]]
335 +
336 +(% style="margin-left: 30.0px;" %)
337 +[[Products - How to Manage Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66294||shape="rect"]]
338 +
339 +(% style="margin-left: 30.0px;" %)
340 +[[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
341 +
342 +(% style="margin-left: 30.0px;" %)
343 +[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||style="text-decoration: underline;" shape="rect"]]
344 +
345 +(% style="margin-left: 30.0px;" %)
346 +[[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
347 +
348 +(% style="margin-left: 30.0px;" %)
349 +[[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
350 +
351 +(% style="margin-left: 30.0px;" %)
352 +[[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
353 +
354 +(% style="margin-left: 30.0px;" %)
355 +[[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
356 +
357 +(% style="margin-left: 30.0px;" %)
358 +[[Resources - How to Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]]
359 +
360 +(% style="margin-left: 30.0px;" %)
361 +[[Resources - How to Manage Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66435||shape="rect"]]
362 +
363 +(% style="margin-left: 30.0px;" %)
364 +[[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
365 +
366 +(% style="margin-left: 30.0px;" %)
367 +[[Product Status - How to Create and Manage Product Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
368 +
369 +(% style="margin-left: 30.0px;" %)
370 +[[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
371 +{{/expand}}
372 +{{/panel}}
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Confluence.Code.ConfluencePageClass[0]
id
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1 -66829
1 +23331923
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66829/Question Builder - Create and Manage Questions (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331923/Demographics - Create and Manage Demographic Fields in Your Database