Wiki source code of How-To Info:

Version 8.1 by Admin on 2020/01/08 11:14

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4.1	1	Here are step-by-step instructions on how to to perform various tasks with ONEcount.
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4.1	3	=== Segment & Target Users ===
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3.1	5	There are three steps to targeting web site visitors and customers:
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8.1	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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1.1	17	Target your customers based on the types of products they have purchased
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4.1	19	Target new customers with an e-mail
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4.1	21	Target users who see a banner ad with an e-mail reminder
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5.1	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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6.1	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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6.1	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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6.1	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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6.1	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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6.1	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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6.1	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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6.1	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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6.1	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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1.1	61	Target
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