Changes for page How-To Info:

Last modified by Admin on 2023/08/14 16:49
From version 12.1
edited by Admin
on 2020/07/24 09:49
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To version 22.1
edited by Admin
on 2023/08/14 16:49
Change comment: There is no comment for this version

Summary

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1 +ONEcount Customer Documentation
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2 2  
3 3  === Segment & Target Users ===
4 4  
5 -There are three steps to targeting web site visitors and customers:
5 +To target a specific group of users within your audience, simply create a segment and then tie a specific action to that segment.
6 6  
7 -1) Create a user **Segment**–This is the "who" that will be targeted
7 +The process involves four steps, all of which tie together to form a single targeting solution.
8 8  
9 -2) Create the **Action**–This is the "what" will happen to the targeted users
9 +Here are some examples of targeting scenarios you might find useful:
10 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 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 18  
19 19  [[Target users who have visited your web site X times>>doc:Target users who have viewed X articles on your web site]]
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20 20  
21 21  Target users who have abandoned a ONEcount form
22 22  
23 -[[Target users who have not renewed their subscription>>doc:Target users whose subscription has expired or will expire soon]]
17 +[[Target users who are expiring and have not renewed their subscription>>doc:Target users whose subscription has expired or will expire soon]]
24 24  
19 +[[Create a Lead-Gen Campaign for an Advertiser or Sponsor>>url:http://info.onecount.net/display/OD/Create+a+Lead+Generation+Campaign||shape="rect"]]
20 +
25 25  [[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]]
26 26  
27 -Target users who see a banner ad with an e-mail reminder
23 +[[Convert Readers Into Advertisers>>doc:Convert Readers to Advertisers]]
28 28  
25 +[[Advertiser Report: Provide Advertiser's With a List of People Who Saw Their Ads>>doc:How To Download An Advertiser Report]]
26 +
29 29  \\
30 30  
29 +\\
30 +
31 31  === Set Up Registration, Gating & Paywalls ===
32 32  
33 33  Here is a list of steps required for gating, paywall and registration.
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42 42  
43 43  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.
44 44  
45 -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
45 +6) [[Create Subscription/Registration form for web products>>doc:Form Builder]]: These forms will automatically appear when a user clicks on a gated asset
46 46  
47 -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
47 +7)[[ Configure Thank You e-mails for forms (in form builder)>>doc:Form Builder]]: These are defined in the form builder. They can also be configured globally in the Config Manager on the Utilities Menu
48 48  
49 -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.
49 +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 (explained [[here>>url:http://info.onecount.net/display/OD/Utilities++-+Configuration+Manager||shape="rect"]]), etc.
50 50  
51 -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.
51 +9) [[Create a customer preferences form>>doc:Form Builder]]: This is basically a form where the user can update their information and subscribe/unsubscribe to products.
52 52  
53 53  10) Create Login/Logout links on the web site: These are embedded in your web site.
54 54  
55 55  [[Other stuff you will need>>doc:ONEcount Javascript Widgets]]
56 56  
57 +[[Sample Paywall Flow: Free → Registered → Paid>>doc:OD.Sample Paywall Scenario: Free -> Registration -> Pay]]
58 +
57 57  \\
58 58  
59 -**Troubleshooting ONEcount/Google Ad Manager integration[[doc:Troubleshooting ONEcountGoogle Ad Manager Hand-Off]]**
61 +\\
60 60  
61 61  **[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]**
62 62  
65 +=== **How to SFTP To ONEcount** ===
66 +
67 +In order to comply with security protocols, ONEcount doesn't allow connections via FTP, only SFTP. For info on how to connect from Mac or Windows, check [[here.>>url:https://cat.pdx.edu/platforms/windows/remote-access/using-sftp-for-remote-file-transfer-from-windows/||shape="rect"]]
68 +
63 63  \\
64 64  
65 65  \\
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1 -45940764
1 +23331658
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1 -https://info.onecount.net//wiki/spaces/OD/pages/45940764/How-To Info:
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331658/How-To Info: