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	1	+ONEcount Customer Documentation

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3	3	=== Segment & Target Users ===
4	4
5		-There are three steps to targeting web site visitors and customers:
	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	6
7		-1) Create a user **Segment**–This is the "who" that will be targeted
	7	+The process involves four steps, all of which tie together to form a single targeting solution.
8	8
9		-2) Create the **Action**–This is the "what" will happen to the targeted users
	9	+Here are some examples of targeting scenarios you might find useful:
10	10
11		-3) Create a **Target**, which connects a specific **Segment** to a specific **Action**
	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	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.
	13	+[[Target users who have visited your web site X times>>doc:Target users who have viewed X articles on your web site]]
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**.
	15	+Target users who have abandoned a ONEcount form
16	16
17		-Target your customers based on the types of products they have purchased
	17	+[[Target users who are expiring and have not renewed their subscription>>doc:Target users whose subscription has expired or will expire soon]]
18	18
19		-Target new customers with an e-mail
	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	20
21		-Target users who see a banner ad with an e-mail reminder
	21	+[[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]]
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	+
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	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	+
27	27	Target
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29	29	\\

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	1	+23331658

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