Changes for page How-To Info:

Last modified by Admin on 2023/08/14 16:49
From version 3.1
edited by Admin
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To version 7.1
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on 2020/01/07 11:28
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Summary

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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 -\\
3 +=== Segment & Target Users ===
4 4  
5 5  There are three steps to targeting web site visitors and customers:
6 6  
7 -1) Create a user **Segment**–This is the "who" that will be targeted
7 +1) [[Create a user **Segment**>>url:http://d/Segment+Manager#SegmentManager-CreateSegmentCREATINGANEWSEGMENT||shape="rect"]]–This is the "who" that will be targeted
8 8  
9 9  2) Create the **Action**–This is the "what" will happen to the targeted users
10 10  
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16 16  
17 17  Target your customers based on the types of products they have purchased
18 18  
19 +Target new customers with an e-mail
20 +
21 +Target users who see a banner ad with an e-mail reminder
22 +
19 19  \\
20 20  
21 -Target new customers
25 +=== Set Up Registration, Gating & Paywalls ===
22 22  
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 +
23 23  \\
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60 +
25 25  Target
26 26  
27 27  \\
Confluence.Code.ConfluencePageClass[0]
id
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1 -23331702
1 +23331709
url
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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/23331709/How-To Info: