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Changes for page How-To Info:

Last modified by Admin User on 2025/09/09 19:20
From version 14.1
edited by Admin
on 2021/12/29 07:53
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To version 25.1
edited by Admin User
on 2025/09/09 19:19
Change comment: There is no comment for this version

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1 +ONEcount Customer Documentation
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1 -XWiki.Admin
1 +XWiki.admin
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16 16  
17 17  [[Target users who are expiring and have not renewed their subscription>>doc:Target users whose subscription has expired or will expire soon]]
18 18  
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 +
19 19  [[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]]
20 20  
21 -Target users who see a banner ad with an e-mail reminder
23 +[[Convert Readers Into Advertisers>>doc:Convert Readers to Advertisers]]
22 22  
23 -\\
25 +[[Advertiser Report: Provide Advertiser's With a List of People Who Saw Their Ads>>doc:How To Download An Advertiser Report]]
24 24  
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28 +
25 25  === Set Up Registration, Gating & Paywalls ===
26 26  
27 27  Here is a list of steps required for gating, paywall and registration.
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36 36  
37 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 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
43 +6) [[Create Subscription/Registration form for web products>>doc:Form Builder]]: These forms will automatically appear when a user clicks on a gated asset
40 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
45 +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
42 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.
47 +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.
44 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.
49 +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.
46 46  
47 47  10) Create Login/Logout links on the web site: These are embedded in your web site.
48 48  
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50 50  
51 51  [[Sample Paywall Flow: Free → Registered → Paid>>doc:OD.Sample Paywall Scenario: Free -> Registration -> Pay]]
52 52  
53 -\\
54 54  
55 -**Troubleshooting ONEcount/Google Ad Manager integration[[doc:Troubleshooting ONEcountGoogle Ad Manager Hand-Off]]**
58 +[[How to download Transactions from List Wizard>>doc:.Download Transactions from List Wizard.WebHome]]
56 56  
57 57  **[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]**
58 58  
59 -\\
62 +=== **How to SFTP To ONEcount** ===
60 60  
61 -\\
64 +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"]]
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64 64  
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66 66  
68 +
69 +
67 67  Target
68 68  
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70 70  
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Confluence.Code.ConfluencePageClass[0]
id
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1 -54198507
1 +23331658
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1 -https://info.onecount.net//wiki/spaces/OD/pages/54198507/How-To Info:
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331658/How-To Info: