Changes for page How-To Info:

Last modified by Admin on 2023/08/14 16:49
From version 3.1
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To version 23.1
edited by Admin
on 2023/08/14 17:49
Change comment: There is no comment for this version

Summary

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1 +ONEcount Customer Documentation
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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 +=== 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+Lead+Generation+Campaign||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 +
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4 4  
5 -There are three steps to targeting web site visitors and customers:
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6 6  
7 -1) Create a user **Segment**–This is the "who" that will be targeted
31 +=== Set Up Registration, Gating & Paywalls ===
8 8  
9 -2) Create the **Action**–This is the "what" will happen to the targeted users
33 +Here is a list of steps required for gating, paywall and registration.
10 10  
11 -3) Create a **Target**, which connects a specific **Segment** to a specific **Action**
35 +1) [[Create Required Demographic Questions>>doc:Demographics - Create and Manage Demographic Fields in Your Database]]: Add any specific demographics required for your installation
12 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.
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
14 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**.
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.
16 16  
17 -Target your customers based on the types of products they have purchased
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.
18 18  
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 +
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20 20  
21 -Target new customers
61 +\\
22 22  
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"]]
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25 25  Target
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Confluence.Code.ConfluencePageClass[0]
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1 -23331702
1 +23331658
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1 -https://info.onecount.net//wiki/spaces/OD/pages/23331702/How-To Info:
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331658/How-To Info: