Changes for page How-To Info:

Last modified by Admin on 2023/08/14 16:49
From version 13.1
edited by Admin
on 2021/03/29 17:08
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To version 3.1
edited by Admin
on 2020/01/05 14:25
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1 -Here are step-by-step instructions on how to to perform various tasks with ONEcount.
1 +Here are step-by-step instructions on how to to perform various steps with ONEcount.
2 2  
3 -=== Segment & Target Users ===
3 +\\
4 4  
5 5  There are three steps to targeting web site visitors and customers:
6 6  
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14 14  
15 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 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"]]
17 +Target your customers based on the types of products they have purchased
18 18  
19 -[[Target users who have visited your web site X times>>doc:Target users who have viewed X articles on your web site]]
20 -
21 -Target users who have abandoned a ONEcount form
22 -
23 -[[Target users who have not renewed their subscription>>doc:Target users whose subscription has expired or will expire soon]]
24 -
25 -[[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]]
26 -
27 -Target users who see a banner ad with an e-mail reminder
28 -
29 29  \\
30 30  
31 -=== Set Up Registration, Gating & Paywalls ===
21 +Target new customers
32 32  
33 -Here is a list of steps required for gating, paywall and registration.
34 -
35 -1) [[Create Required Demographic Questions>>doc:Demographics - Create and Manage Demographic Fields in Your Database]]: Add any specific demographics required for your installation
36 -
37 -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
38 -
39 -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.
40 -
41 -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.
42 -
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 -
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
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
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.
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.
52 -
53 -10) Create Login/Logout links on the web site: These are embedded in your web site.
54 -
55 -[[Other stuff you will need>>doc:ONEcount Javascript Widgets]]
56 -
57 -[[Sample Paywall Flow: Free → Registered → Paid>>doc:OD.Sample Paywall Scenario: Free -> Registration -> Pay]]
58 -
59 59  \\
60 60  
61 -**Troubleshooting ONEcount/Google Ad Manager integration[[doc:Troubleshooting ONEcountGoogle Ad Manager Hand-Off]]**
62 -
63 -**[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]**
64 -
65 -\\
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71 -\\
72 -
73 73  Target
74 74  
75 75  \\
Confluence.Code.ConfluencePageClass[0]
id
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1 -54198419
1 +23331702
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/54198419/How-To Info:
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331702/How-To Info: