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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 ===
4 -
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 -
7 -The process involves four steps, all of which tie together to form a single targeting solution.
8 -
9 -Here are some examples of targeting scenarios you might find useful:
10 -
11 -[[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"]]
12 -
13 -[[Target users who have visited your web site X times>>doc:Target users who have viewed X articles on your web site]]
14 -
15 -Target users who have abandoned a ONEcount form
16 -
17 -[[Target users who are expiring and have not renewed their subscription>>doc:Target users whose subscription has expired or will expire soon]]
18 -
19 -[[Create a Lead-Gen Campaign for an Advertiser or Sponsor>>url:http://info.onecount.net/display/OD/Create+a+Led+Generation+Campaign+From+a+URL-based+Asset||shape="rect"]]
20 -
21 -[[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]]
22 -
23 -[[Convert Readers Into Advertisers>>doc:Convert Readers to Advertisers]]
24 -
25 -[[Advertiser Report: Provide Advertiser's With a List of People Who Saw Their Ads>>doc:How To Download An Advertiser Report]]
26 -
27 27  \\
28 28  
29 -\\
5 +There are three steps to targeting web site visitors and customers:
30 30  
31 -=== Set Up Registration, Gating & Paywalls ===
7 +1) Create a user **Segment**–This is the "who" that will be targeted
32 32  
33 -Here is a list of steps required for gating, paywall and registration.
9 +2) Create the **Action**–This is the "what" will happen to the targeted users
34 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
11 +3) Create a **Target**, which connects a specific **Segment** to a specific **Action**
36 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
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.
38 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.
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**.
40 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.
17 +Target your customers based on the types of products they have purchased
42 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 -\\
21 +Target new customers
62 62  
63 -**[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]**
64 -
65 65  \\
66 66  
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70 -
71 -\\
72 -
73 73  Target
74 74  
75 75  \\
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1 -62521461
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1 -https://info.onecount.net//wiki/spaces/OD/pages/62521461/How-To Info:
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331702/How-To Info: