Changes for page How-To Info:

Last modified by Admin on 2023/08/14 16:49
From version 1.1
edited by Admin
on 2020/01/02 17:19
Change comment: There is no comment for this version
To version 10.1
edited by Admin
on 2020/01/18 13:56
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -1,15 +1,67 @@
1 -Here are step-by-step instructions on how to to perform various steps with ONEcount.
1 +Here are step-by-step instructions on how to to perform various tasks with ONEcount.
2 2  
3 +=== Segment & Target Users ===
4 +
5 +There are three steps to targeting web site visitors and customers:
6 +
7 +1) Create a user **Segment**–This is the "who" that will be targeted
8 +
9 +2) Create the **Action**–This is the "what" will happen to the targeted users
10 +
11 +3) Create a **Target**, which connects a specific **Segment** to a specific **Action**
12 +
13 +You can create one **Segment**, and **Target** it with multiple **Actions**. In other words, you can create a **Segment** of repeat customers and **Target** them with both a Pop-Up offer **Action** and a banner ad **Action** through your DFP integration.
14 +
15 +Likewise, you can create multiple **Segments** that are all **Targeted** with the same **Action**. In other words, you can create a **Segment** of repeat customers in Arizona and a **Segment** of repeat customers from Florida, and **Target** both **Segments** with the same Pop-up **Action**.
16 +
17 +[[Target your customers based on the types of products they have purchased>>url:http://info.onecount.net/display/OD/Target+Customers+Based+On+Prior+Purchases||shape="rect"]]
18 +
19 +Target new customers with an e-mail
20 +
21 +Target users who see a banner ad with an e-mail reminder
22 +
3 3  \\
4 4  
5 -Target your customers based on the types of products they have purchased
25 +=== Set Up Registration, Gating & Paywalls ===
6 6  
27 +Here is a list of steps required for gating, paywall and registration.
28 +
29 +1) [[Create Required Demographic Questions>>doc:Demographics - Create and Manage Demographic Fields in Your Database]]: Add any specific demographics required for your installation
30 +
31 +2) [[Create Source Codes for transactions>>doc:Source Codes - How to Create and Manage Source Codes]]: Source codes are used to track the source of a transaction. You'll use these to figure out where your registrations are coming from
32 +
33 +3) [[Create Products for web site gate>>doc:DU.How to Create a Product]]: A product is an asset that is protected by ONEcount. It can be a web URL, a newsletter, a file, etc.
34 +
35 +4) [[Create Packages for web site gating and other products>>doc:Packages - How to Manage Packages]]: A package is a collection of products plus one or more terms. So if you want to create a bundle of two products, or one or more products for a specific time-period.
36 +
37 +5) Set up merchant gateway if needed: If you are going to accept credit card payments for your registration/subscriptions, you will need to select one of our credit card processors.
38 +
39 +6) [[Create Subscription/Registration form for web products>>doc:OCDEV.New Form builder]]: These forms will automatically appear when a user clicks on a gated asset
40 +
41 +7)[[ Configure Thank You e-mails for forms (in form builder)>>doc:OCDEV.New Form builder]]: These are defined in the form builder. They can also be configured globally in the Config Manager on the Utilities Menu
42 +
43 +8) [[Create brand for lookup/login pages and thank you pages>>doc:Overriding LookupLogin Page Settings]]: [[(SEE ALSO)>>doc:Forms - How to EnableDisable LookupLogin Page]] The brand impacts a lot of automatically-generated pages, like the login/lookup page, the Thank You page after transactions are executed, etc.
44 +
45 +9) [[Create a customer preferences form>>doc:OCDEV.New Form builder]]: This is basically a form where the user can update their information and subscribe/unsubscribe to products.
46 +
47 +10) Create Login/Logout links on the web site: These are embedded in your web site.
48 +
49 +[[Other stuff you will need>>doc:ONEcount Javascript Widgets]]
50 +
7 7  \\
8 8  
9 -Target new customers
53 +**Troubleshooting ONEcount/Google Ad Manager integration[[doc:Troubleshooting ONEcountGoogle Ad Manager Hand-Off]]**
10 10  
55 +**[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]**
56 +
11 11  \\
12 12  
59 +\\
60 +
61 +\\
62 +
63 +\\
64 +
13 13  Target
14 14  
15 15  \\
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -23331672
1 +36667401
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/23331672/How-To Info:
1 +https://info.onecount.net//wiki/spaces/OD/pages/36667401/How-To Info: