Changes for page How-To Info:
Last modified by Admin on 2023/08/14 16:49
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... ... @@ -14,7 +14,7 @@ 14 14 15 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 your customers based on the types of products they have purchased 17 +[[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"]] 18 18 19 19 Target new customers with an e-mail 20 20 ... ... @@ -26,20 +26,28 @@ 26 26 27 27 Here is a list of steps required for gating, paywall and registration. 28 28 29 -1) Create Required Demographic Questions 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 30 31 -2) Create Productsforwebsite gate31 +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 32 33 -3) Create SourceCodesfor transactions33 +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 34 35 -4) Set upmerchantgatewayif needed35 +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 36 37 -5) CreateSubscription/Registrationformforwebproducts37 +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 38 39 -6) Create bran dforlookup/loginpagesandthankyoupages39 +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 40 41 - 3)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 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 + 43 43 \\ 44 44 45 45 \\ ... ... @@ -48,6 +48,8 @@ 48 48 49 49 \\ 50 50 59 +\\ 60 + 51 51 Target 52 52 53 53 \\
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/233317 06/How-To Info:1 +https://info.onecount.net//wiki/spaces/OD/pages/23331767/How-To Info: