Last modified by steven@one-count_com on 2018/07/10 16:42
From version 11.1
edited by melanie@one-count_com
on 2016/12/14 13:33
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/12/06 15:38
Change comment: There is no comment for this version

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6 6  {{id name="Start ScreenSteps Content"/}}
7 7   Tasks related to adding records to your database, which include importing user lists; bulk operations such as batch status changes, product changes, unsubscribes, subscribes, and deletes; and adding records one at a time are completed in the USER OPERATIONS ~*~*module. Prior to working with USER OPERATIONS, it is important to understand basic concepts and rules relating to these operations.
8 8  
9 -=== DEFINITIONS ===
6 +=== Definitions: ===
10 10  
11 11  (% style="text-decoration: underline;" %)**Import-Related Definitions**(%%)
12 12   **De-dupe -** The ONEcount system checks records in import files against users currently in the ONEcount system. If you select to check for duplicates and a user already exists in the system and is matched, he/she will not be imported again as a new user. When importing, you will have the option to download the list of duplicate users or to proceed with the import and update current demographic information with the information contained in the import file and/or subscribe/renew subscription to a product(s).
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72 72  
73 73  If using MagnetMail or Silverpop, connected to ONEcount via API, deleting a user subscribed to an email/newsltter list(s) will delete the user in ONEcount and automatically move the user to a suppression list in MagnetMail or Silverpop.
74 74  
75 -=== ESSENTIALS ===
72 +=== Essentials: ===
76 76  
77 77  The purpose of importing a file into ONEcount is to subscribe users to (or renew a subscription) a product term(s). Each user is a record, and each record is comprised of fields (e.g. first name, last name, email, street address, etc.)
78 78  
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107 107  ~> For optimum performance, keep the list size at 100,000 or fewer names. ONEcount will import larger lists, but your company server may have a timeout setting that is shorter than the time it takes to import very large lists.
108 108  
109 109  (% style="text-decoration: underline;" %)**Single-Select and Multi-Select Type Question Values:**(%%)
110 - > In "single select” type responses (radio button, select [[drop-down menu>>doc:drop-down menu]]), be sure that the values in your CSV file match exactly the values in your form.
107 + > In "single select” type responses (radio button, select [[doc:drop-down menu]]), be sure that the values in your CSV file match exactly the values in your form.
111 111  (% style="text-decoration: underline;" %)//For Example//(%%):
112 112  
113 113  * If the Country field value is “US” in your .csv file, but your form has a select-type response value “United States”, you will need to change the .csv file value to “United States” to allow for import; OR
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212 212  
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214 214  {{id name="End ScreenSteps Content"/}}
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218 -{{panel title="Search all Documentation:"}}
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221 -{{livesearch/}}
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223 -
224 -{{panel title="Search USER OPERATIONS Documentation:"}}
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227 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
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233 -{{toc/}}
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236 -{{expand title="More USER OPERATIONS Documentation"}}
237 - **Add Users
238 -**
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240 -(% style="margin-left: 60.0px;" %)
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243 -(% style="margin-left: 60.0px;" %)
244 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
245 -
246 -(% style="margin-left: 60.0px;" %)
247 -[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
248 -
249 -(% style="margin-left: 60.0px;" %)
250 -[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
251 -
252 -(% style="margin-left: 60.0px;" %)
253 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
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255 -(% style="margin-left: 60.0px;" %)
256 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
257 -
258 -(% style="margin-left: 60.0px;" %)
259 -[[Add Audience>>doc:Add Audience (v12\.x)]]
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261 -(% style="margin-left: 30.0px;" %)
262 -**Batch Operations**
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264 -(% style="margin-left: 60.0px;" %)
265 -[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
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267 -(% style="margin-left: 60.0px;" %)
268 -[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
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270 -(% style="margin-left: 60.0px;" %)
271 -[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
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273 -(% style="margin-left: 60.0px;" %)
274 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
275 -
276 -(% style="margin-left: 60.0px;" %)
277 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
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279 -(% style="margin-left: 60.0px;" %)
280 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
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282 -(% style="margin-left: 30.0px;" %)
283 -**Target Audience Segments**
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285 -(% style="margin-left: 60.0px;" %)
286 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Utilities - Target Engine (v12\.x)]]__
287 -__
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Confluence.Code.ConfluencePageClass[0]
id
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1 -67524
1 +66904
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67524/Import and Bulk Operations Essentials (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66904/Import and Bulk Operations Essentials (v12.x)