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Changes for page Gating Setup Step-By-Step

Last modified by Admin on 2025/06/27 12:15
From version 5.1
edited by Admin
on 2021/02/11 18:55
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To version 4.1
edited by Admin
on 2021/02/11 14:29
Change comment: There is no comment for this version

Summary

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1 -ONEcount Customer Documentation
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11 11  This guide will walk you creating a gated web product, including setting up a form, merchant account, etc. The goal of this will be a gated asset that user's can subscribe to online.
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13 13  **Setup Demographics: **First, you need to determine what demographic data you will collect about your users. ONEcount ships with a skeleton set of demographic questions, however, you can change those questions or add new questions to the system with the Demographics Tool under the Inventory Tab. Go to the Demographics Tab and set up the demographic questions you will use on your gating forms. You can learn more about Demographic Tool [[here>>doc:Demographics - Create and Manage Demographic Fields in Your Database]].
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15 15  **Set Up Products: **In order to gate content, you will need to create a "Product" that contains the URL you would like to gate. There are many different kinds of Products that you can create within the system. A section or URL product is what you need when you are gating content on the site. In order to create a gating product, you will need the URL(s) that you are going to gate, and a name for your product. Although ONEcount asks you for a default form for each Product, you will not be able to set that at this time because you haven't created any forms. However, once you do create a form, you will need to go back to the product definition and tell ONEcount, which form will be the "Primary" form for this product.
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31 31  **Set up Merchant Accounts: **If you are going to charge customers to access your content, you will need to make arrangements with a merchant processor to process credit cards online. ONEcount supports PayPal's PayFlow Pro, Intrix, and Authorize.NET. Once you have set up your merchant account, you can enter the credentials in the Merchant Account Manager under Inventory. You can have multiple merchant accounts in a single ONEcount install. When you build a form, you will be able to select which merchant account to use for that form. To learn more about setting up Merchant Accounts, click here.
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33 -**Set Up Forms: **Next you will need to set up for forms. The Form Builder is in the Inventory section of the site. You can design forms as stand-alone forms, landing pages in which the user is presented with a number of options and clicks one and then goes to the actual subscription form, or you can design a form that is in a pop-up window.  You very likely will have multiple forms for different offers and campaigns, but you must have at least one form in order to gate content. You can learn about building forms [[here.>>doc:OCDEV.New Form builder]]**
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36 -**Login/Lookup Page: **Once you have a form that visitors can use to register or subscribe to your gated product, you've got one other thing to worry about: what happens to users who are already in my database who are subscribed to my product though an outside source? What happens to users who are already known and subscribed when they visit my site on a new device, or after deleting their cookies? That is where the Login/Lookup comes in. The Login/Lookup page is responsible for identifying a user and logging them in, sending them to a subscription page if they are not already subscribed, or sending them directly to the gated product if they are. The Login/Lookup page does a lot of work behind the scenes, so it's important to make sure it is set up correctly. You can find out more about how to make sure Login/Lookup is set up correctly [[here.>>doc:LoginLookup Page Builder]]
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1 -36667529
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1 -https://info.onecount.net//wiki/spaces/OD/pages/36667529/Gating Setup Step-By-Step
1 +https://info.onecount.net//wiki/spaces/OD/pages/36667542/Gating Setup Step-By-Step