Wiki source code of How-To Info:

Version 11.1 by Admin on 2020/07/24 07:59

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1 Here are step-by-step instructions on how to to perform various tasks with ONEcount.
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3 === Segment & Target Users ===
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5 There are three steps to targeting web site visitors and customers:
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7 1) Create a user **Segment**–This is the "who" that will be targeted
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9 2) Create the **Action**–This is the "what" will happen to the targeted users
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11 3) Create a **Target**, which connects a specific **Segment** to a specific **Action**
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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.
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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**.
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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"]]
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19 Target users who have visited your web site X times
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21 Target users who have abandoned a ONEcount form
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23 Target users who have not renewed their subscription
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25 Target new customers with an e-mail
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27 Target users who see a banner ad with an e-mail reminder
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31 === Set Up Registration, Gating & Paywalls ===
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33 Here is a list of steps required for gating, paywall and registration.
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35 1) [[Create Required Demographic Questions>>doc:Demographics - Create and Manage Demographic Fields in Your Database]]: Add any specific demographics required for your installation
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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
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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.
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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.
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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.
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45 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
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47 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
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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, etc.
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51 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.
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53 10) Create Login/Logout links on the web site: These are embedded in your web site.
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55 [[Other stuff you will need>>doc:ONEcount Javascript Widgets]]
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59 **Troubleshooting ONEcount/Google Ad Manager integration[[doc:Troubleshooting ONEcountGoogle Ad Manager Hand-Off]]**
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61 **[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]**
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