How-To Info:

Here are step-by-step instructions on how to to perform various tasks with ONEcount.

=== Segment & Target Users ===

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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The process involves four steps, all of which tie together to form a single targeting solution.

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Here are some examples of targeting scenarios you might find useful:

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[[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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[[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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Target users who have abandoned a ONEcount form

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[[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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[[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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[[Target new customers with an e-mail>>doc:Target New Customers With An E-mail]]

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[[Convert Readers Into Advertisers>>doc:Convert Readers to Advertisers]]

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[[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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=== Set Up Registration, Gating & Paywalls ===

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Here is a list of steps required for gating, paywall and registration.

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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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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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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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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) 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) [[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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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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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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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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10) Create Login/Logout links on the web site: These are embedded in your web site.

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[[Other stuff you will need>>doc:ONEcount Javascript Widgets]]

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[[Sample Paywall Flow: Free → Registered → Paid>>doc:OD.Sample Paywall Scenario: Free -> Registration -> Pay]]

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**[[Using ONEcount in a Single Sign-On Environment: SAML Server>>doc:ONEcount SAML Server]]**

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=== **How to SFTP To ONEcount** ===

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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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Wiki source code of How-To Info:

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