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1		-ONEcount Customer Documentation

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2	2
3	3	=== Segment & Target Users ===
4	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.
	5	+There are three steps to targeting web site visitors and customers:
6	6
7		-The process involves four steps, all of which tie together to form a single targeting solution.
	7	+1) Create a user **Segment**–This is the "who" that will be targeted
8	8
9		-Here are some examples of targeting scenarios you might find useful:
	9	+2) Create the **Action**–This is the "what" will happen to the targeted users
10	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"]]
	11	+3) Create a **Target**, which connects a specific **Segment** to a specific **Action**
12	12
13		-[[Target users who have visited your web site X times>>doc:Target users who have viewed X articles on your web site]]
	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	14
15		-Target users who have abandoned a ONEcount form
	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 users who are expiring and have not renewed their subscription>>doc:Target users whose subscription has expired or will expire soon]]
	17	+Target your customers based on the types of products they have purchased
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"]]
	19	+Target new customers with an e-mail
20	20
21		-[[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]]
	21	+Target users who see a banner ad with an e-mail reminder
22	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	\\
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29	29	\\
30	30
31		-=== Set Up Registration, Gating & Paywalls ===
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: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: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 (explained [[here>>url:http://info.onecount.net/display/OD/Utilities++-+Configuration+Manager||shape="rect"]]), etc.
50		-
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		-
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		-\\
60		-
61		-\\
62		-
63		-**[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]**
64		-
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		-
69		-\\
70		-
71		-\\
72		-
73		-\\
74		-
75		-\\
76		-
77	77	Target
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79	79	\\

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1		-23331658
	1	+23331704

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1		-https://info.onecount.net//wiki/spaces/OD/pages/23331658/How-To Info:
	1	+https://info.onecount.net//wiki/spaces/OD/pages/23331704/How-To Info: