Wiki source code of How-To Info:
Last modified by Admin on 2023/08/14 16:49
Hide last authors
| author | version | line-number | content |
|---|---|---|---|
 |
4.1 | 1 | Here are step-by-step instructions on how to to perform various tasks with ONEcount. |
| |
1.1 | 2 | |
| |
4.1 | 3 | === Segment & Target Users === |
| |
1.1 | 4 | |
| |
14.1 | 5 | To target a specific group of users within your audience, simply create a segment and then tie a specific action to that segment. |
| |
3.1 | 6 | |
| |
14.1 | 7 | The process involves four steps, all of which tie together to form a single targeting solution. |
| |
3.1 | 8 | |
| |
14.1 | 9 | Here are some examples of targeting scenarios you might find useful: |
| |
3.1 | 10 | |
| |
9.1 | 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"]] |
| |
1.1 | 12 | |
| |
12.1 | 13 | [[Target users who have visited your web site X times>>doc:Target users who have viewed X articles on your web site]] |
| |
11.1 | 14 | |
| 15 | Target users who have abandoned a ONEcount form | ||
| 16 | |||
| |
14.1 | 17 | [[Target users who are expiring and have not renewed their subscription>>doc:Target users whose subscription has expired or will expire soon]] |
| |
11.1 | 18 | |
| |
22.1 | 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"]] |
| |
15.1 | 20 | |
| |
12.1 | 21 | [[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]] |
| |
1.1 | 22 | |
| |
16.1 | 23 | [[Convert Readers Into Advertisers>>doc:Convert Readers to Advertisers]] |
| 24 | |||
| |
17.1 | 25 | [[Advertiser Report: Provide Advertiser's With a List of People Who Saw Their Ads>>doc:How To Download An Advertiser Report]] |
| |
1.1 | 26 | |
| 27 | \\ | ||
| 28 | |||
| |
17.1 | 29 | \\ |
| 30 | |||
| |
5.1 | 31 | === Set Up Registration, Gating & Paywalls === |
| 32 | |||
| 33 | Here is a list of steps required for gating, paywall and registration. | ||
| 34 | |||
| |
6.1 | 35 | 1) [[Create Required Demographic Questions>>doc:Demographics - Create and Manage Demographic Fields in Your Database]]: Add any specific demographics required for your installation |
| |
5.1 | 36 | |
| |
6.1 | 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 |
| |
5.1 | 38 | |
| |
6.1 | 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. |
| |
5.1 | 40 | |
| |
6.1 | 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. |
| |
5.1 | 42 | |
| |
6.1 | 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. |
| |
5.1 | 44 | |
| |
22.1 | 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 |
| |
5.1 | 46 | |
| |
22.1 | 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 |
| |
5.1 | 48 | |
| |
21.1 | 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. |
| |
6.1 | 50 | |
| |
22.1 | 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. |
| |
6.1 | 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 | |||
| |
13.1 | 57 | [[Sample Paywall Flow: Free → Registered → Paid>>doc:OD.Sample Paywall Scenario: Free -> Registration -> Pay]] |
| 58 | |||
| |
4.1 | 59 | \\ |
| 60 | |||
| |
17.1 | 61 | \\ |
| |
10.1 | 62 | |
| 63 | **[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]** | ||
| 64 | |||
| |
18.1 | 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 | |||
| |
5.1 | 69 | \\ |
| 70 | |||
| 71 | \\ | ||
| 72 | |||
| 73 | \\ | ||
| 74 | |||
| |
6.1 | 75 | \\ |
| 76 | |||
| |
1.1 | 77 | Target |
| 78 | |||
| 79 | \\ | ||
| 80 | |||
| 81 | \\ |