Changes for page List Wizard - Run Queries and Generate Lists
Last modified by Rayaan Ahmed on 2024/12/30 03:27
Summary
-
Page properties (2 modified, 0 added, 0 removed)
-
Objects (1 modified, 0 added, 0 removed)
Details
- Page properties
-
- Author
-
... ... @@ -1,1 +1,1 @@ 1 -XWiki.s hravya@one-count_com1 +XWiki.steven@one-count_com - Content
-
... ... @@ -4,7 +4,7 @@ 4 4 5 5 6 6 {{id name="Start ScreenSteps Content"/}} 7 -With the List Wizard you can run from simple to the most complex counts and user lists, matching user demographic data with e-mail or web site response. You can view, export, and save demographic and product reports based upon the the counts/lists generated in the List Wizard. 7 + With the List Wizard you can run from simple to the most complex counts and user lists, matching user demographic data with e-mail or web site response. You can view, export, and save demographic and product reports based upon the the counts/lists generated in the List Wizard. 8 8 9 9 The following lesson will provide instruction on using the List Wizard to generate counts and export lists. 10 10 ... ... @@ -14,7 +14,7 @@ 14 14 15 15 [[image:attach:media_1433865702013.png||align="center"]] 16 16 17 - \\17 + 18 18 19 19 **Select List Wizard from the sub-menu.** 20 20 ... ... @@ -22,36 +22,28 @@ 22 22 23 23 This will bring you to the List Wizard main window. (See below.) 24 24 25 - Screenshot.png||border="true" width="800" height="400"]]25 +[[image:attach:media_1433865800325.png||align="center"]] 26 26 27 27 === DEFINITIONS === 28 28 29 29 Definitions are in order that they appear in the List Wizard window. (See screenshot above.) 30 30 31 -** ViewSavedFilters**31 +**Saved Query** - Queries may be saved for later/repeated use. The Saved Query button brings you to a list of all saved queries. (See screenshot below.) 32 32 33 33 **Users** - This is a running count of the number of users in a list at any time. This metric excludes any users who have been deleted in your ONEcount database. 34 34 35 -**Known** - This is a running count of known users in the system. 36 - 37 37 **Applied Filters -** Filters that have been applied to generate a count/list will appear under the "Applied Filter" heading. In the screenshot above, no filters have been applied. Clicking on the "x" beside an applied filter allows you to clear or edit that individual filter. Clicking on "clear" will clear ALL filter selections. 38 38 39 39 **Available Filters** - Filters are used to generate counts/lists based on selected criteria. Available Filters are: 40 40 41 -**Package Selection** 42 -**Include in List-** Allows you to select users/subscribers based upon what packages they are subscribed to, have renewed, and/or unsubscribed from during a specific date range. These users will be included in the count/list. 43 -**Exclude from List -** Further, allows you to filter out those users who subscribed, renewed, or unsubscribed from the same set of packages as selected in **Include in List** in a different date range. These users will not be included in the count/list. 44 - 45 -**Exclude Packages** - Allows you to filter out users/subscribers to a different set of packages than those selected in Package Selection during a specified date range. These users will not be included in the count/list. 46 - 47 -**Package Expiration** - Allows you to filter users/subscribers by expiration date for a specified package(s). 48 - 49 49 **Product Selection** 50 -**Include in List-** Allows you to select users/subscribers based upon what products they are subscribed to, and/or unsubscribed from during a specific date range. These users will be included in the count/list. 40 + **Include in List-** Allows you to select users/subscribers based upon what products they are subscribed to, have renewed, and/or unsubscribed from during a specific date range. These users will be included in the count/list. 51 51 **Exclude from List -** Further, allows you to filter out those users who subscribed, renewed, or unsubscribed from the same set of products as selected in **Include in List** in a different date range. These users will not be included in the count/list. 52 52 53 -**Exclude Products** - Allows you to filter out users/subscribers to a different set of products than those selected in Product Selection during a specified date range. These users will not be included in the 43 +**Exclude Products** - Allows you to filter out users/subscribers to a different set of products than those selected in Product Selection during a specified date range. These users will not be included in thecount/list. 54 54 45 +**Product Expiration** - Allows you to filter users/subscribers by expiration date for a specified product(s). 46 + 55 55 **Demographics** - Allows you to filter users/subscribers by selecting certain demographic criteria. All of your database fields/questions are available for selection. 56 56 57 57 **Source Codes** - Allows you to filter users/subscribers by Source Code. A Source Code is used to track the source of the name/transaction. When assigned to a form it's used to track the form a user/subscriber completed. On import, it can be used to track what list a user came from, or to show which e-mail campaign a user came from. (Further information about Source Codes can be found in Form Manager documentation.) ... ... @@ -60,11 +60,11 @@ 60 60 61 61 **Newsletter Activity** - Allows you to filter users/subscribers based on their newsletter activity. For example, you can filter users who have (or who have not) opened and/or clicked on a newsletter(s) campaign during a specified date range. 62 62 63 -**Web Ac tivity** - Allows you to filter users/subscribers based on web activity. For example, you can filter users who have viewed a specified web page or section of a site during a specified date range.55 +**Web Acvity** - Allows you to filter users/subscribers based on web activity. For example, you can filter users who have viewed a specified web page or section of a site during a specified date range. 64 64 65 65 **Ad Activity** - Allows you to filter users/subscribers based on banner views by advertiser. For example, you can filter users who have viewed an ad during a specified date range. Specific ads can be selected by advertiser. 66 66 67 -**Saved Filters**59 +**Saved Query** 68 68 69 69 [[image:attach:media_1433867081722.png||align="center"]] 70 70 ... ... @@ -75,11 +75,11 @@ 75 75 * Click on the "Run Report" icon. 76 76 77 77 (% style="text-decoration: underline;" %)**To delete a saved query**(%%)**:** 78 -Click on the "Delete" icon. You'll get a confirmation pop-up asking if you're sure you want to delete the query. Click "OK" to delete and "Cancel" to cancel deletion. 70 + Click on the "Delete" icon. You'll get a confirmation pop-up asking if you're sure you want to delete the query. Click "OK" to delete and "Cancel" to cancel deletion. 79 79 80 80 === ESSENTIALS === 81 81 82 -**Each filter – P ackage Selection, Exclude Packages, Product Selection, Exclude Products, Demographics, Source Codes, E-Deliverability, Newsletter Activity, Web Activity, Ad Activity – can be applied independently of or in conjunction with the others.**74 +**Each filter – Product Selection, Exclude Products, Demographics, Source Codes, E-Deliverability, Newsletter Activity, Web Activity, Ad Activity – can be applied independently of or in conjunction with the others.** 83 83 84 84 If you change options in a filter, apply the filter then change the options without moving into another filter, it's considered an update to that filter and the user count will change based on that update. 85 85 ... ... @@ -95,7 +95,7 @@ 95 95 96 96 Details of each applied filter can be displayed by clicking on the button, i.e. clicking on "Product Selection" will display details of products selected. 97 97 98 -**Filters may be used independent ly or in conjunction with other filters. Applying multiple filters will drill the list down based on the filters applied.**90 +**Filters may be used independenty of or in conjunction with other filters. Applying multiple filters will drill the list down based on the filters applied.** 99 99 100 100 === LIST ACTIONS === 101 101 ... ... @@ -107,8 +107,8 @@ 107 107 108 108 **Save** - Saves a list in the ONEcount system for later use. Saved lists are accessed and used to generate reports for audit or other purposes. Simply give the list a name, description, and select the fields you want to save in the list. If you are saving a list for a 3B audit report, you may want to include the number of Adds and Drops to be added to the 3B report when generated. 109 109 Adds = the number of additions to the list in the audit period (Obtain the number by running a list of new subscribers for the audit period date range.) 110 -Drops = the number of drops from the list in the audit period (Obtain the number by running a list of unsubscribes for the audit period date range.) 111 -(See Audit Report documentation for more information on saving lists and generating audit reports.) 102 + Drops = the number of drops from the list in the audit period (Obtain the number by running a list of unsubscribes for the audit period date range.) 103 + (See Audit Report documentation for more information on saving lists and generating audit reports.) 112 112 113 113 **Download** - Allows you to download a list in Excel .csv format. You select the fields you wish to appear in the report (e.g. product status, source code, request date, transaction date, and demographic information – first name, last name, email, title, etc.). OCID (ONEcount User ID #) is automatically appended to downloaded lists. If a list doesn't include a product selection (e.g. a Web Activity or demographic selection only list) Product Status, Source Code, Request Date, Transaction Date aren't options in fields to download. 114 114 ... ... @@ -123,7 +123,7 @@ 123 123 ==== Product Selection ==== 124 124 125 125 AND/OR Logic: When selecting products or demographics you can use AND logic or OR logic, or a combination of both through the "Joining Logic" drop-down. For example, you can generate a list of users who are subscribed to Product A //AND// Product B or who are subscribed to Product A //OR// Product B. Further, you can select users who are subscribed to Product A //AND// Product B //OR// Product C or a list of users who are subscribed to Product A //OR// Product B //AND// Product C. The AND/OR logic provides great flexibility in product selection for counts/lists. 126 -When generating a product list, the system looks at the user/subscriber's most recent subscription status (new, renew, or unsubscribed) for a product. 118 + When generating a product list, the system looks at the user/subscriber's most recent subscription status (new, renew, or unsubscribed) for a product. 127 127 128 128 When generating a product count/list, if you don't specify the subscription status for the list (new, renew, unsubscribed) the system will pull users with any of the subscription statuses for the selected product(s) and date range. The subscription status is selected via the "Requested action" pulldown 129 129 ... ... @@ -151,7 +151,7 @@ 151 151 152 152 (% style="margin-left: 30.0px;" %) 153 153 (% style="color: rgb(0,0,0);" %)3) Set joining logic to AND/OR (if using).(%%) 154 -(% style="color: rgb(0,0,0);" %)The "AND" box and the "OR" box can be joined by using the drop-down between the two boxes. So, if the "AND" Box (top right) has Product A and Product B and the "OR" Box (bottom right) has Product C, and the drop-down menu is set to OR, the system will search for users subscribed to Product A AND Product B OR to Product C. (Be sure to set the joining logic in the drop-down menu between boxes to AND/OR.) 146 + (% style="color: rgb(0,0,0);" %)The "AND" box and the "OR" box can be joined by using the drop-down between the two boxes. So, if the "AND" Box (top right) has Product A and Product B and the "OR" Box (bottom right) has Product C, and the drop-down menu is set to OR, the system will search for users subscribed to Product A AND Product B OR to Product C. (Be sure to set the joining logic in the drop-down menu between boxes to AND/OR.) 155 155 156 156 (% style="margin-left: 30.0px;" %) 157 157 (% style="color: rgb(0,0,0);" %)4) Select the date range. ... ... @@ -188,9 +188,9 @@ 188 188 189 189 (% style="margin-left: 30.0px;" %) 190 190 1) Set different date range 191 -2) Select product(s) by moving into AND or OR boxes (either by checking the checkbox or dragging and dropping). 192 -3) Select subscription status and product status for each product. (Note that in the example above, the Print Subscription subscription status is set to "Unsubscribe" rather than "New, Renew".) 193 -4) Set joining logic. 183 + 2) Select product(s) by moving into AND or OR boxes (either by checking the checkbox or dragging and dropping). 184 + 3) Select subscription status and product status for each product. (Note that in the example above, the Print Subscription subscription status is set to "Unsubscribe" rather than "New, Renew".) 185 + 4) Set joining logic. 194 194 195 195 ---- 196 196 ... ... @@ -200,20 +200,20 @@ 200 200 201 201 ---- 202 202 203 - \\195 + 204 204 205 -==== P ackageExpire ====197 +==== Product Expire ==== 206 206 207 -This filter allows you to select a p ackageand date range that subscriptions expired/will expire within, i.e. you can select the packageand date range and the system will include in the list all users subscribed to that packagewhose subscription will expire within that date range. You can also select to run a query of those users who are NOT subscribed to a packagethat will expire within a specified range.199 +This filter allows you to select a product and date range that subscriptions expired/will expire within, i.e. you can select the product and date range and the system will include in the list all users subscribed to that product whose subscription will expire within that date range. You can also select to run a query of those users who are NOT subscribed to a product that will expire within a specified range. 208 208 209 -To use the **P ackageExpire** filter:210 -1) Select the p ackage(s) from the drop-down list. (Image #1)211 -2) Click the "Apply" button. (Image #1) 212 -This will move the p ackageinto the active package(s) box, as shown in Image #2.201 +To use the **Product Expire** filter: 202 +1) Select the product(s) from the drop-down list. (Image #1) 203 + 2) Click the "Apply" button. (Image #1) 204 + This will move the product into the active product(s) box, as shown in Image #2. 213 213 214 214 3) Select the expiration date range. (Image #2) 215 -4) Select "IN" or "NOT IN". (IN will pull in all users who ARE subscribed to the p ackageand whose subscription will expire within the date range; NOT IN will pull in all users who are subscribed to the packagebut whose subscription will not expire within the date range.) (Image #2)216 -5) Apply Filter. (Image #2) 207 + 4) Select "IN" or "NOT IN". (IN will pull in all users who ARE subscribed to the product and whose subscription will expire within the date range; NOT IN will pull in all users who are subscribed to the product but whose subscription will not expire within the date range.) (Image #2) 208 + 5) Apply Filter. (Image #2) 217 217 218 218 [[image:attach:media_1433881091602.png||align="center"]] 219 219 ... ... @@ -221,7 +221,7 @@ 221 221 222 222 ---- 223 223 224 - \\216 + 225 225 226 226 ==== Demographics ==== 227 227 ... ... @@ -232,39 +232,29 @@ 232 232 If you generate a count/list using only the Demographics filter (or it in combination with other filters that don't include a product selection) the Request Date and Product Status fields cannot be selected for inclusion in a download of the list . For example, you may wish to generate a count/list of all subscribers/users who are Certified Nurses and who live in the United States, without filtering them by what product they may or may not be subscribed to. In such a list, the Request Date and Product Status fields won't be available to include in the .csv download, as they relate directly to product subscribes/unsubscribes. 233 233 234 234 In the screenshot below, the demographic filter will pull only those users who have a title of Avionics Tech or Maint. Specialists or Chief Mechanic or Maint. Manager or General Manager **OR** whose involvement in decisions to purchase products/services contains Purchase or Specify or Recommend or Approve. ~*~* 235 -**(If multiple responses are selected for one demographic question, e.g. in the example above (CONTAINS Avionics Tech, Maint. Specialists, Chief Mechanic, etc.) the responses themselves use OR logic, even if placed in the AND Logic box.** 227 + **(If multiple responses are selected for one demographic question, e.g. in the example above (CONTAINS Avionics Tech, Maint. Specialists, Chief Mechanic, etc.) the responses themselves use OR logic, even if placed in the AND Logic box.** 236 236 237 237 [[image:attach:media_1433883310734.png||align="center"]] 238 238 239 239 AND/OR Logic works the same way as it does in Product Selection. 240 -1) Select demographic question using the drop-down menu. 241 -2) Select operator/variable (CONTAINS, DOES NOT CONTAIN, IS, IS NOT, BEGINS WITH, ENDS WITH, IN, CONTAINS IN) using the drop-down menu. 242 -2) If a radio button-type, select-type, or checkbox-type question, select response(s) from the drop-down menu. (Clicking in the response field will bring up the list of possible response values.) Type in the response for text-type questions. Selecting multiple responses and clicking on AND will place them all in the AND Logic box. Selecting multiple responses and clicking on OR will place them all in the OR box. If selecting only one demographic, place it in the AND box. **Note that if multiple responses are selected for one demographic question, e.g. in the example above (CONTAINS Avionics Tech, Maint. Specialists, Chief Mechanic, etc.) the responses themselves use OR logic, even if placed in the AND Logic box.** 243 - 244 -* "**CONTAINS**" will do wild card search only the single value entered in the text box for "text-type questions". For radio button-type, select-type, or checkbox-type question, select the values from the drop down list. 245 -* (% style="letter-spacing: 0.0px;" %)**"DOES NOT CONTAIN" **(%%)will return all the records which doesn't contain the entered text or selected responses. 246 -* **"IS" **will search for the exact value entered in the text box and return those records. 247 -* "**IS NOT**" will return all the values in the system which are not matching the entered value. 248 -* "**BEGINS WITH**" will return all the records whose value begins with the entered text. 249 -* "**ENDS WITH**" will return all the records whose value ends with the entered text. 250 -* "**IN**" is for text-type questions and accept the values in comma separated format. It is search for the exact values entered and returns the matched records. 251 -* "**CONTAINS IN**" is for text-type questions and accept the values in comma separated format. It will do wild card search for each value entered in the database and returns the matched results. 252 - 232 + 1) Select demographic question using the drop-down menu. 233 + 2) Select operator/variable (CONTAINS, DOES NOT CONTAIN, IS, IS NOT) using the drop-down menu. 234 + 2) If a radio button-type, select-type, or checkbox-type question, select response(s) from the drop-down menu. (Clicking in the response field will bring up the list of possible response values.) Type in the response for text-type questions. Selecting multiple responses and clicking on AND will place them all in the AND Logic box. Selecting multiple responses and clicking on OR will place them all in the OR box. If selecting only one demographic, place it in the AND box. **Note that if multiple responses are selected for one demographic question, e.g. in the example above (CONTAINS Avionics Tech, Maint. Specialists, Chief Mechanic, etc.) the responses themselves use OR logic, even if placed in the AND Logic box.** 253 253 3) Set JOINING logic to AND/OR. 254 -4) Apply Filter. 236 + 4) Apply Filter. 255 255 256 256 (% style="color: rgb(0,0,0);" %)When the filter is applied, the user count will change and the Demographics filter will move under Applied Filters. (See count and applied filters highlighted in green. Note that both filters have been expanded in the screenshot above. To hide, simply click on the title of the filter, e.g. "Product Selection" or "Demographics". (Clicking on the X will unapply the filter.) 257 257 258 258 (% style="text-decoration: underline;" %)**Note regarding queries on blank fields**(%%): 259 -(% style="color: rgb(0,0,0);" %)To get a count of all users who have NO information (a blank) in a designated demographic field:(%%) 260 -(% style="color: rgb(0,0,0);" %)1) Select the demographic field using the drop-down menu.(%%) 261 -(% style="color: rgb(0,0,0);" %)2) Select CONTAINS or IS from the operator drop-down menu. (%%) 241 + (% style="color: rgb(0,0,0);" %)To get a count of all users who have NO information (a blank) in a designated demographic field:(%%) 242 + (% style="color: rgb(0,0,0);" %)1) Select the demographic field using the drop-down menu.(%%) 243 + (% style="color: rgb(0,0,0);" %)2) Select CONTAINS or IS from the operator drop-down menu. (%%) 262 262 (% style="color: rgb(0,0,0);" %)3) Leave the response blank, i.e. don't select a response. 263 263 264 264 (% style="color: rgb(0,0,0);" %)To get a count of all users who have ANY response in a designated demographic field:(%%) 265 -(% style="color: rgb(0,0,0);" %)1) Select the demographic field using the drop-down menu.(%%) 266 -(% style="color: rgb(0,0,0);" %)2) Select IS NOT from the operator drop-down menu(%%) 267 -(% style="color: rgb(0,0,0);" %)3) Leave the response blank, i.e. don't select a response. 247 + (% style="color: rgb(0,0,0);" %)1) Select the demographic field using the drop-down menu.(%%) 248 + (% style="color: rgb(0,0,0);" %)2) Select IS NOT from the operator drop-down menu(%%) 249 + (% style="color: rgb(0,0,0);" %)3) Leave the response blank, i.e. don't select a response. 268 268 269 269 ---- 270 270 ... ... @@ -277,11 +277,11 @@ 277 277 This filter allows you to include or exclude users based on source code(s). A source code is associated with a record when the code is assigned to an online form that the user/subscriber submits, assigned to an imported list, appended to a URL link, or appended to a smartlink in an email blast. (More detail on Source Codes can be found in the Form Manager section.) You can select to run a count/query based on users who have a specified source code(s) associated with their record or based on users who don't have a specified source code(s) associated with their record. Source Codes are selected the same way that products are selected (see above). 278 278 279 279 To generate a count/query: 280 -1) Select Source Codes filter. 281 -2) Select the source code(s) fro mthe drop-down list. Clicking in the "Select from list..." field will bring up a drop-down menu of source codes. 282 -3) Click "Apply". 283 -4) Select "IN" or "NOT IN" from the drop-down. IN will generate a count/list of users who have a specified source code(s) associated with their record and NOT IN will generate a count/list of users who DO NOT have a specified source code associated with their record. 284 -5) Apply filter. 262 + 1) Select Source Codes filter. 263 + 2) Select the source code(s) fro mthe drop-down list. Clicking in the "Select from list..." field will bring up a drop-down menu of source codes. 264 + 3) Click "Apply". 265 + 4) Select "IN" or "NOT IN" from the drop-down. IN will generate a count/list of users who have a specified source code(s) associated with their record and NOT IN will generate a count/list of users who DO NOT have a specified source code associated with their record. 266 + 5) Apply filter. 285 285 286 286 If you generate a count/list using only the Source Codes filter (or it in combination with other filters that don't include a product selection) the Request Date and Product Status fields cannot be selected for inclusion in a download of the list. For example, you may wish to generate a count/list of all subscribers/users who have a certain source code(s) associated with their record, without filtering them by what product they may or may not be subscribed to. In such a list, the Request Date and Product Status fields won't be available to include in the .csv download, as they relate directly to product subscribes/unsubscribes. 287 287 ... ... @@ -289,7 +289,7 @@ 289 289 290 290 ---- 291 291 292 - \\274 + 293 293 294 294 ==== E-Deliverability ==== 295 295 ... ... @@ -301,7 +301,7 @@ 301 301 302 302 ---- 303 303 304 - \\286 + 305 305 306 306 ==== Newsletter Activity ==== 307 307 ... ... @@ -310,12 +310,12 @@ 310 310 [[image:attach:media_1433963906337.png||align="center"]] 311 311 312 312 (% style="color: rgb(0,0,0);" %)1) Select the date range.(%%) 313 -(% style="color: rgb(0,0,0);" %)2) Use the drop-down menu of e-newsletters to select a newsletter(s) – click where it says "Choose Lists" to bring up the drop-down menu – then click "Get campaigns" button. This will load a list of all newsletter campaigns sent during the specified date range.(%%) 314 -(% style="color: rgb(0,0,0);" %)3) Select the OpenOptions (Opened or Not Opened) (%%) 295 + (% style="color: rgb(0,0,0);" %)2) Use the drop-down menu of e-newsletters to select a newsletter(s) – click where it says "Choose Lists" to bring up the drop-down menu – then click "Get campaigns" button. This will load a list of all newsletter campaigns sent during the specified date range.(%%) 296 + (% style="color: rgb(0,0,0);" %)3) Select the OpenOptions (Opened or Not Opened) (%%) 315 315 (% style="color: rgb(0,0,0);" %)4) Select the joining logic AND or OR. (%%) 316 316 (% style="color: rgb(0,0,0);" %)5) Select Click Options (Clicked, Not Clicked, or neither).(%%) 317 -6) Select the newsletter campaigns you wish to filter by. 318 -6) Click Apply Filter. 299 + 6) Select the newsletter campaigns you wish to filter by. 300 + 6) Click Apply Filter. 319 319 320 320 (% style="color: rgb(0,0,0);" %)When the filter is applied, the user count will change and the Newsletter Activity filter will move under Applied Filters. (See count and applied filters highlighted in green. Clicking on the X beside the filter name, e.g. Newsletter Activity, will unapply the filter.) 321 321 ... ... @@ -325,7 +325,7 @@ 325 325 326 326 ---- 327 327 328 - \\310 + 329 329 330 330 ==== Web Activity ==== 331 331 ... ... @@ -336,9 +336,9 @@ 336 336 [[image:attach:media_1433965068319.png||align="center"]] 337 337 338 338 1) Select the date range. 339 -2) Enter the path of the section of the site and click on "And" or "Or". Clicking on "And" will place the path in the AND Logic box. Entering the path to additional section(s) and clicking on "Or" will place them in the OR box. If selecting only one section, click on "And" to place in the AND box. 340 -3) Set JOINING logic to AND/OR. 341 -4) Apply Filter. 321 + 2) Enter the path of the section of the site and click on "And" or "Or". Clicking on "And" will place the path in the AND Logic box. Entering the path to additional section(s) and clicking on "Or" will place them in the OR box. If selecting only one section, click on "And" to place in the AND box. 322 + 3) Set JOINING logic to AND/OR. 323 + 4) Apply Filter. 342 342 343 343 For a protected section, you only need to enter the part of the URL that every page in that section has in common. For example, if you enter /views in the "Section:" field, the system will generate statistics for every page that has "/views" as part of its URL. 344 344 ... ... @@ -359,34 +359,24 @@ 359 359 [[image:attach:media_1434036518846.png||align="center"]] 360 360 361 361 1) Set the date range. 362 -2) Select the Advertiser(s) from the drop-down menu – (% style="color: rgb(0,0,0);" %)click where it says "Choose Advertiser(s)" to bring up the drop-down menu – (%%)then click "Get Banners". This will generate a list of banner ads run by that advertiser in the specified date range. 363 -3) Select the banner ads you wish to filter by. 364 -4) Apply Filter. 344 + 2) Select the Advertiser(s) from the drop-down menu – (% style="color: rgb(0,0,0);" %)click where it says "Choose Advertiser(s)" to bring up the drop-down menu – (%%)then click "Get Banners". This will generate a list of banner ads run by that advertiser in the specified date range. 345 + 3) Select the banner ads you wish to filter by. 346 + 4) Apply Filter. 365 365 366 366 (% style="color: rgb(0,0,0);" %)When the filter is applied, the user count will change and the Ad Activity filter will move under Applied Filters. (See count and applied filters highlighted in green. Note that the applied Web Activity filter has been expanded in the screenshot above, showing the advertiser and selected banner ads. Clicking on the X will unapply the filter.) 367 367 368 -\\ 369 - 370 -(% style="color: rgb(0,0,0);" %)**AND/OR Logic between Filters:** 371 - 372 -(% style="color: rgb(0,0,0);" %)In between the filters, AND/OR logic can be applied. The default is AND which does a AND operation between the applied filters. For OR operation, toggle button has be clicked. 373 - 374 -\\ 375 - 376 -\\ 377 - 378 378 (% style="color: rgb(200,0,0);" %)//**IMPORTANT NOTE 1:**// 379 379 380 380 _**In order to identify users and track activity, widgets must be embedded on every page of your web site .** _ 381 -//**These widgets, specific to your site(s), and directions for placement are provided in the Widget Builder**//_**.** _ 353 + //**These widgets, specific to your site(s), and directions for placement are provided in the Widget Builder**//_**.** _ 382 382 383 383 //**See Widget Implementation** ~_~_**documentation for more detail on widgets.**// 384 -//**See Smartlinks and Other Form Linkouts**//_ **documentation for more detail on Smartlinks.**_ 356 + //**See Smartlinks and Other Form Linkouts**//_ **documentation for more detail on Smartlinks.**_ 385 385 386 386 (% style="color: rgb(200,0,0);" %)//**IMPORTANT NOTE 2:**// 387 387 388 388 _**If using the ONEcount Email Engine, deleting a user subscribed to an email/newsletter list(s) deletes the user in the ONEcount database and removes the user from the list in the Email Engine.** _ 389 -//**Historical statistics for deleted users (e.g. opens, clicks) are retained in the database, so when running newsletter statistics those historical actions will remain in the counts. If users have been deleted, those users who have been deleted are no longer known to the system, so although their past actions (clicks, opens) will be included in analytics counts, the user won't be included in the List Wizard known user count.**// 361 + //**Historical statistics for deleted users (e.g. opens, clicks) are retained in the database, so when running newsletter statistics those historical actions will remain in the counts. If users have been deleted, those users who have been deleted are no longer known to the system, so although their past actions (clicks, opens) will be included in analytics counts, the user won't be included in the List Wizard known user count.**// 390 390 391 391 //**If using MagnetMail , ExactTarget, 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 your ESP.**// 392 392 ... ... @@ -428,13 +428,13 @@ 428 428 (% style="margin-left: 30.0px;" %) 429 429 Audit Reports 430 430 431 - \\403 + 432 432 {{/expand}} 433 433 {{/panel}} 434 434 435 - \\407 + 436 436 437 - \\409 + 438 438 {{/layout-cell}} 439 439 {{/layout-section}} 440 440 {{/layout}}
- Confluence.Code.ConfluencePageClass[0]
-
- id
-
... ... @@ -1,1 +1,1 @@ 1 -2333188 81 +23331885 - url
-
... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/2333188 8/List Wizard - Run Queries and Generate Lists1 +https://info.onecount.net//wiki/spaces/OD/pages/23331885/List Wizard - Run Queries and Generate Lists