Changes for page List Wizard - Run Queries and Generate Lists
Last modified by Admin User on 2025/09/09 19:17
From version 22.1
edited by Admin User
on 2025/09/09 19:16
on 2025/09/09 19:16
Change comment:
There is no comment for this version
To version 21.1
edited by Rayaan Ahmed
on 2025/06/27 12:15
on 2025/06/27 12:15
Change comment:
Migrated property [stableId] from class [Confluence.Code.ConfluencePageClass]
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... ... @@ -1,1 +1,1 @@ 1 -XWiki.a dmin1 +XWiki.rayaan - Content
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... ... @@ -63,7 +63,7 @@ 63 63 64 64 **Saved Filters** 65 65 66 -[[image:attach:media_1433867081722.png]] 66 +[[image:attach:media_1433867081722.png||style="vertical-align:center"]] 67 67 68 68 (% style="text-decoration:underline" %)**To run a saved query**(%%)**:** 69 69 ... ... @@ -96,7 +96,7 @@ 96 96 97 97 === LIST ACTIONS === 98 98 99 -[[image:attach:media_1433866712415.png]] 99 +[[image:attach:media_1433866712415.png||style="vertical-align:center"]] 100 100 101 101 The list actions shown above are found at the top of the List Wizard window, directly below the list count . 102 102 ... ... @@ -113,8 +113,6 @@ 113 113 114 114 //On the left, selecting the fields you would like in your download file. On the right, choosing a download template from a saved list.// 115 115 116 -//For information on how to download Transactions, click [[here>>doc:https:xwiki.onecount.netxwikibinviewODDownload%20Transactions%20from%20List%20Wizard]].// 117 - 118 118 **View** - Allows you to create breakout reports by row or by row and column demographic and export them in Excel format. To generate the report, simply select the demographic you want for rows, and if you'd like a row and column breakout, select the column demographic as well. The report will generate in an expandable window where you can view and/or export to Excel format. 119 119 120 120 **Bulk Operations** - Allows you to perform batch product changes, status changes, unsubscribes, subscribes, deletes, and merges on a list of records. (See User Operations > Bulk Operations documentation for further details) ... ... @@ -144,7 +144,7 @@ 144 144 ==== Include in List ==== 145 145 146 146 (% style="margin-left: 30.0px;" %) 147 -[[image:attach:media_1433874473732.png]] 145 +[[image:attach:media_1433874473732.png||style="vertical-align:center"]] 148 148 149 149 (% style="margin-left: 30.0px;" %) 150 150 (% style="color:#000000" %)1) Select products by clicking on "Select from list..." to the right of "Please select product(s)/term(s):" This will generate a drop-down list of products/terms to choose from. Once product(s)/term(s) are selected, click on "And" or "Or" button. (%%)Selecting multiple products and clicking on AND will place them all in the AND Logic box. Selecting multiple products and clicking on OR will place them all in the OR box. If you select only one product, place it in the AND box. (% style="color:#000000" %)The left-hand selection box is for AND logic: If there are two products in this box, Product A and Product B, and New and Renew is selected for each, the system will search for new and renewal subscribers to Product A AND Product B. If selecting only one product, it should be placed in this box. ... ... @@ -181,13 +181,13 @@ 181 181 While the interface looks slightly different, **Exclude from List** AND/OR logic functions in the same way as **Include in List**. Products can be moved into AND or OR boxes either by checking the checkbox and clicking "AND>>" or 'OR>>" or by dragging and dropping). 182 182 183 183 (% style="margin-left: 30.0px;" %) 184 -[[image:attach:media_1433874807428.png]] 182 +[[image:attach:media_1433874807428.png||style="vertical-align:center"]] 185 185 186 186 (% style="margin-left: 30.0px;" %) 187 187 The screenshot below shows the process for setting the criteria to **Exclude from List** all users who unsubscribed from either product between 06/10/2014 and 06/09/2015. 188 188 189 189 (% style="margin-left: 30.0px;" %) 190 -[[image:attach:media_1433875899581.png]] 188 +[[image:attach:media_1433875899581.png||style="vertical-align:center"]] 191 191 192 192 (% style="margin-left: 30.0px;" %) 193 193 1) Set different date range ... ... @@ -217,9 +217,9 @@ 217 217 4) Select "IN" or "NOT IN". (IN will pull in all users who ARE subscribed to the package and whose subscription will expire within the date range; NOT IN will pull in all users who are subscribed to the package but whose subscription will not expire within the date range.) (Image #2) 218 218 5) Apply Filter. (Image #2) 219 219 220 -[[image:attach:media_1433881091602.png]] 218 +[[image:attach:media_1433881091602.png||style="vertical-align:center"]] 221 221 222 -[[image:attach:media_1433882546908.png]] 220 +[[image:attach:media_1433882546908.png||style="vertical-align:center"]] 223 223 224 224 ---- 225 225 ... ... @@ -235,7 +235,7 @@ 235 235 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. ~*~* 236 236 **(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.** 237 237 238 -[[image:attach:media_1433883310734.png]] 236 +[[image:attach:media_1433883310734.png||style="vertical-align:center"]] 239 239 240 240 AND/OR Logic works the same way as it does in Product Selection. 241 241 1) Select demographic question using the drop-down menu. ... ... @@ -273,7 +273,7 @@ 273 273 274 274 ==== Source Codes ==== 275 275 276 -[[image:attach:media_1433963600153.png]] 274 +[[image:attach:media_1433963600153.png||style="vertical-align:center"]] 277 277 278 278 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). 279 279 ... ... @@ -293,7 +293,7 @@ 293 293 294 294 ==== E-Deliverability ==== 295 295 296 -[[image:attach:media_1433963855972.png]] 294 +[[image:attach:media_1433963855972.png||style="vertical-align:center"]] 297 297 298 298 This filter allows you to include or exclude users based on e-deliverability status: Get Unconfirmed, Get Blacklisted, Exclude Unconfirmed and Blacklisted. 299 299 ... ... @@ -306,7 +306,7 @@ 306 306 307 307 The Newsletter Activity filter allows you to filter counts/lists based on user views and/or opens of specified newsletter campaigns. You can select one or multiple newsletter lists and one or multiple campaigns during a specified date range and get a count of users who opened the campaign(s) and/or clicked on a link. (More specific information on exactly what links were clicked on can be obtained using the Newsletter Analytics in the **Analytics** module. ) 308 308 309 -[[image:attach:media_1433963906337.png]] 307 +[[image:attach:media_1433963906337.png||style="vertical-align:center"]] 310 310 311 311 (% style="color:#000000" %)1) Select the date range.(%%) 312 312 (% style="color:#000000" %)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.(%%) ... ... @@ -320,7 +320,7 @@ 320 320 321 321 (% style="color:#000000" %)The screenshot below shows the count for users who have Opened AND Clicked on Campaigns #2810, #2707, #2611, or #2279 in Daily Aviation News or Daily Aviation Brief newsletters during the date range of 02/01/2015 - 02/14/2015. 322 322 323 -[[image:attach:media_1433964371712.png]] 321 +[[image:attach:media_1433964371712.png||style="vertical-align:center"]] 324 324 325 325 ---- 326 326 ... ... @@ -332,7 +332,7 @@ 332 332 333 333 In the screenshot below, the system has filtered all users who visited "... .com/md-iq-quizzes.html OR "... .com/md-iq-quizzes.html. These are the pages with the MD-IQ Quizzes on the respective website. (Note that "... .com/md-iq-quizzes.html" is in the "Section:" box, indicating that it hasn't yet been selected by clicking on either "And" or "Or".) 334 334 335 -[[image:attach:media_1433965068319.png]] 333 +[[image:attach:media_1433965068319.png||style="vertical-align:center"]] 336 336 337 337 1) Select the date range. 338 338 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. ... ... @@ -355,7 +355,7 @@ 355 355 356 356 In the screenshot below, the count is showing the number of users own, operate, or lease specified types of aircraft and who have viewed banner ads #1000000000 and #10000000002 from Cirrus Design Corp and Cessna, respectively. 357 357 358 -[[image:attach:media_1434036518846.png]] 356 +[[image:attach:media_1434036518846.png||style="vertical-align:center"]] 359 359 360 360 1) Set the date range. 361 361 2) Select the Advertiser(s) from the drop-down menu – (% style="color:#000000" %)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. ... ... @@ -393,8 +393,14 @@ 393 393 {{/layout-cell}} 394 394 395 395 {{layout-cell}} 396 -{{panel title="Search All Documentation:"}}{{/panel}} 394 +{{panel title="Search All Documentation:"}} 395 +{{livesearch/}} 396 +{{/panel}} 397 397 398 +{{panel title="Search LISTS AND REPORTS Documentation"}} 399 +{{pagetreesearch rootPage="Lists and Reports"/}} 400 +{{/panel}} 401 + 398 398 {{panel title="On this page:"}} 399 399 {{toc/}} 400 400 {{/panel}}