Changes for page How-To Info:
Last modified by Admin on 2023/08/14 16:49
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... ... @@ -1,15 +1,63 @@ 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 - \\3 +=== Segment & Target Users === 4 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 + 5 5 Target your customers based on the types of products they have purchased 6 6 19 +Target new customers with an e-mail 20 + 21 +Target users who see a banner ad with an e-mail reminder 22 + 7 7 \\ 8 8 9 - Targetnewcustomers25 +=== Set Up Registration, Gating & Paywalls === 10 10 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 + 11 11 \\ 12 12 53 +\\ 54 + 55 +\\ 56 + 57 +\\ 58 + 59 +\\ 60 + 13 13 Target 14 14 15 15 \\
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