Wiki source code of How-To Info:
Last modified by Admin User on 2025/09/09 19:20
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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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1.1 | 2 | |
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4.1 | 3 | === Segment & Target Users === |
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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. |
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3.1 | 6 | |
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14.1 | 7 | The process involves four steps, all of which tie together to form a single targeting solution. |
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3.1 | 8 | |
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14.1 | 9 | Here are some examples of targeting scenarios you might find useful: |
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3.1 | 10 | |
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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"]] |
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1.1 | 12 | |
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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]] |
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11.1 | 14 | |
| 15 | Target users who have abandoned a ONEcount form | ||
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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]] |
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11.1 | 18 | |
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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"]] |
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15.1 | 20 | |
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12.1 | 21 | [[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]] |
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1.1 | 22 | |
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16.1 | 23 | [[Convert Readers Into Advertisers>>doc:Convert Readers to Advertisers]] |
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17.1 | 25 | [[Advertiser Report: Provide Advertiser's With a List of People Who Saw Their Ads>>doc:How To Download An Advertiser Report]] |
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17.1 | 28 | |
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5.1 | 29 | === Set Up Registration, Gating & Paywalls === |
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| 31 | Here is a list of steps required for gating, paywall and registration. | ||
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6.1 | 33 | 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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5.1 | 34 | |
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6.1 | 35 | 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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5.1 | 36 | |
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6.1 | 37 | 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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5.1 | 38 | |
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6.1 | 39 | 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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5.1 | 40 | |
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6.1 | 41 | 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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5.1 | 42 | |
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23.1 | 43 | 6) [[Create Subscription/Registration form for web products>>doc:Form Builder]]: These forms will automatically appear when a user clicks on a gated asset |
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5.1 | 44 | |
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23.1 | 45 | 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 |
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5.1 | 46 | |
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21.1 | 47 | 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. |
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6.1 | 48 | |
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23.1 | 49 | 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. |
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6.1 | 50 | |
| 51 | 10) Create Login/Logout links on the web site: These are embedded in your web site. | ||
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| 53 | [[Other stuff you will need>>doc:ONEcount Javascript Widgets]] | ||
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13.1 | 55 | [[Sample Paywall Flow: Free → Registered → Paid>>doc:OD.Sample Paywall Scenario: Free -> Registration -> Pay]] |
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26.1 | 57 | == Miscellaneous == |
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4.1 | 58 | |
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25.1 | 59 | [[How to download Transactions from List Wizard>>doc:.Download Transactions from List Wizard.WebHome]] |
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10.1 | 60 | |
| 61 | **[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]** | ||
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18.1 | 63 | === **How to SFTP To ONEcount** === |
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| 65 | 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"]] | ||
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6.1 | 70 | |
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1.1 | 71 | Target |
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25.1 | 74 |