Wiki source code of How-To Info:
Version 6.1 by Admin on 2020/01/07 12:22
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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 | ||
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| 19 | Target new customers with an e-mail | ||
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| 21 | Target users who see a banner ad with an e-mail reminder | ||
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| 25 | === Set Up Registration, Gating & Paywalls === | ||
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| 27 | Here is a list of steps required for gating, paywall and registration. | ||
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| 29 | 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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| 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 | ||
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| 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. | ||
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| 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. | ||
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| 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. | ||
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| 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 | ||
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| 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 | ||
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| 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. | ||
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| 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. | ||
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| 47 | 10) Create Login/Logout links on the web site: These are embedded in your web site. | ||
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| 49 | [[Other stuff you will need>>doc:ONEcount Javascript Widgets]] | ||
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| 61 | Target | ||
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