Changes for page List Wizard - Run Queries and Generate Lists

Last modified by Rayaan Ahmed on 2024/12/30 03:27

From 2.1 to 3.1 From 13.1 to 14.1

From version 3.1

edited by melanie@one-count_com
on 2016/12/08 12:55

Change comment: There is no comment for this version

To version 13.1

edited by mikef
on 2018/01/29 18:20

Change comment: There is no comment for this version

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Page properties (3 modified, 0 added, 0 removed)
Objects (1 modified, 0 added, 0 removed)
- Confluence.Code.ConfluencePageClass[0]

Details

Page properties

Title

@@ -1,1 +1,1 @@
--List Wizard - How to Query and Generate Lists (v12.x)
++List Wizard - Run Queries and Generate Lists (v12.x)

Author

@@ -1,1 +1,1 @@
--XWiki.melanie@one-count_com
++XWiki.mikef

Content

@@ -1,3 +1,6 @@
++{{layout}}
++{{layout-section ac:type="two_right_sidebar"}}
++{{layout-cell}}
  {{id name="Start ScreenSteps Content"/}}
@@ -7,12 +7,14 @@
  === OPEN THE LIST WIZARD MAIN WINDOW ===
--=== Select LISTS AND REPORTS from the main menu. ===
++**Select LISTS AND REPORTS from the main menu.**
  [[image:attach:media_1433865702013.png||align="center"]]
--=== Select List Wizard from the sub-menu. ===
++
++**Select List Wizard from the sub-menu.**
++
  [[image:attach:media_1433865752359.png||align="center"]]
  This will bring you to the List Wizard main window. (See below.)
@@ -19,13 +19,13 @@
  [[image:attach:media_1433865800325.png||align="center"]]
--=== Definitions ===
++=== DEFINITIONS ===
  Definitions are in order that they appear in the List Wizard window. (See screenshot above.)
  **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.)
--**Users** - This is a running count of the number of users in a list, so you can see how many users are in a list at any given point while applying filters.
++**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.
  **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.
@@ -51,22 +51,20 @@
  **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.
--=== Saved Queries ===
++**Saved Query**
  [[image:attach:media_1433867081722.png||align="center"]]
--Note the search and page-through functionality.
++(% style="text-decoration: underline;" %)**To run a saved query**(%%)**:**
--(% style="text-decoration: underline;" %)To run a saved query(%%):
--
  * Expand the details by clicking on the "expand/hide" icon to the right of the saved query name. When you do so, the "Run Report" icon will appear, as shown above.
  * **Be sure to change the dates to fit your desired date range. Start:** date defaults to one month prior to the current date and **End:** date defualts to the current date. ~*~*
  * Click on the "Run Report" icon.
--(% style="text-decoration: underline;" %)To delete a saved query(%%):
++(% style="text-decoration: underline;" %)**To delete a saved query**(%%)**:**
   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.
--=== Essentials ===
++=== ESSENTIALS ===
  **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.**
@@ -86,7 +86,7 @@
  **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.**
--=== List Actions ===
++=== LIST ACTIONS ===
  [[image:attach:media_1433866712415.png||align="center"]]
@@ -99,7 +99,7 @@
   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.)
   (See Audit Report documentation for more information on saving lists and generating audit reports.)
--**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.
++**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.
  **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.
@@ -109,7 +109,7 @@
  === FILTERS ===
--=== Product Selection ===
++==== Product Selection ====
  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.
   When generating a product list, the system looks at the user/subscriber's most recent subscription status (new, renew, or unsubscribed) for a product.
@@ -126,50 +126,73 @@
  (% style="color: rgb(0,0,0);" %)Products may be moved between the AND logic and OR logic boxes by dragging and dropping.
--=== Include in List ===
++(% style="margin-left: 30.0px;" %)
++==== Include in List ====
++(% style="margin-left: 30.0px;" %)
  [[image:attach:media_1433874473732.png||align="center"]]
++(% style="margin-left: 30.0px;" %)
  (% style="color: rgb(0,0,0);" %)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: rgb(0,0,0);" %)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.
++(% style="margin-left: 30.0px;" %)
 ) Select the Subscription Status and Product Status for each product, as indicated in the screenshot above.
++(% style="margin-left: 30.0px;" %)
  (% style="color: rgb(0,0,0);" %)3) Set joining logic to AND/OR (if using).(%%)
   (% 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.)
++(% style="margin-left: 30.0px;" %)
  (% style="color: rgb(0,0,0);" %)4) Select the date range.
++(% style="margin-left: 30.0px;" %)
  (% style="color: rgb(0,0,0);" %)5) Apply Filter
++(% style="margin-left: 30.0px;" %)
  (% style="color: rgb(0,0,0);" %)When the filter is applied, the user count will change and the Product Selection filter will move under Applied Filters. (See count and applied filters highlighted in green. The Product Selection filter has been expanded in the screenshot. Clicking on the X will unapply the filter.)
++(% style="margin-left: 30.0px;" %)
  (% style="color: rgb(0,0,0);" %)Note that when "**Include in List**" is expanded, **"Exclude from List**" is hidden and vice versa.
--=== Exclude from List ===
++(% style="margin-left: 30.0px;" %)
++==== Exclude from List ====
++(% style="margin-left: 30.0px;" %)
  **Exclude from List** 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.
++(% style="margin-left: 30.0px;" %)
  For example, you want to run a list of all subscribed users in the **Include in List** example above, which covers the date range between 05/09/2012 and 06/09/2014. However, you DO NOT want to include in the list users who unsubscribed to either of the products any time after 06/09/2014. If you don't include the exclude criteria in **Exclude from List,** those users who subsequently unsubscribed will be included in the list as they meet all of the criteria in **Include in List"**
++(% style="margin-left: 30.0px;" %)
  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).
++(% style="margin-left: 30.0px;" %)
  [[image:attach:media_1433874807428.png||align="center"]]
++(% style="margin-left: 30.0px;" %)
  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.
++(% style="margin-left: 30.0px;" %)
  [[image:attach:media_1433875899581.png||align="center"]]
++(% style="margin-left: 30.0px;" %)
 ) Set different date range
 ) Select product(s) by moving into AND or OR boxes (either by checking the checkbox or dragging and dropping).
 ) 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".)
 ) Set joining logic.
--=== Exclude Products ===
++----
++==== Exclude Products ====
++
  This filter serves the same function as "Exclude from List" i.e. you can select to exclude users with a specified subscription status for a product(s) during a specified time period from a list. However, **Exclude Products** allows you to select different product(s) and date range than those selected in **Exclude from List**. The interface is the same as that in **Include in List.**
--=== Product Expire ===
++----
++
++
++==== Product Expire ====
++
  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.
  To use the **Product Expire** filter:
@@ -185,8 +185,12 @@
  [[image:attach:media_1433882546908.png||align="center"]]
--=== Demographics ===
++----
++
++
++==== Demographics ====
++
  AND/OR Logic functions the same way as it does for Product Selection: When selecting demographics, you can use AND logic or OR logic, or a combination of both through the "Joining Logic" drop-down. The AND/OR logic provides great flexibility in demographic selection for counts/lists.
  Demographic selection includes all demographic questions/fields you have created in the Form Manager. If you have many questions, you can click in the demographic selection drop-down menu and start typing in the demographic question/field name to find it quickly.
@@ -218,8 +218,12 @@
   (% style="color: rgb(0,0,0);" %)2) Select IS NOT from the operator drop-down menu(%%)
   (% style="color: rgb(0,0,0);" %)3) Leave the response blank, i.e. don't select a response.
--=== Source Codes ===
++----
++(% style="color: rgb(0,0,0);" %)
++
++==== Source Codes ====
++
  [[image:attach:media_1433963600153.png||align="center"]]
  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).
@@ -235,8 +235,12 @@
  **Note: If you run a list using the Source Code filter and download that list, the Source Code you selected may not be displayed in the output. Because the system tracks and keeps all source codes associated with a record, If another, more recent code has been applied to the record, that code will be displayed in the output**.
--=== E-Deliverability ===
++----
++
++
++==== E-Deliverability ====
++
  [[image:attach:media_1433963855972.png||align="center"]]
  This filter allows you to include or exclude users based on e-deliverability status: Get Unconfirmed, Get Blacklisted, Exclude Unconfirmed and Blacklisted.
@@ -243,8 +243,12 @@
  If you generate a count/list using onlythe E-Deliverability 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 blacklisted users, without filtering them by what product(s) they may or may not be subscribed to. In such a ist 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.
--=== Newsletter Activity ===
++----
++
++
++==== Newsletter Activity ====
++
  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. )
  [[image:attach:media_1433963906337.png||align="center"]]
@@ -263,8 +263,12 @@
  [[image:attach:media_1433964371712.png||align="center"]]
--=== Web Activity ===
++----
++
++
++==== Web Activity ====
++
  The Web Activity filter allows you to run counts/lists of users who have viewed a web page or section of your site(s) during a specified date range. You can select one or multiple pages/sections of a site and use AND/OR logic narrow down the count/list. To get a count of users who have viewed ANY page on your site(s), simply enter the domain, e.g. aviatorsguide.com.
  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".)
@@ -282,8 +282,12 @@
  (% style="color: rgb(0,0,0);" %)When the filter is applied, the user count will change and the Web Activity filter will move under Applied Filters. (See count and applied filters highlighted in green. Note that the Web Activity filter hasn't been expanded in the screenshot above. To expand, simply click on the filter button. Clicking on the X will unapply the filter.)
--=== Ad Activity ===
++----
++(% style="color: rgb(0,0,0);" %)
++
++==== Ad Activity ====
++
  Using Ad Activity allows you to filter users who have viewed specific banners. You can select one or multiple advertisers then select specific banners to generate a count/list of users who have viewed them during a specified time period.
  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.
@@ -315,3 +315,48 @@
  {{id name="End ScreenSteps Content"/}}
++{{/layout-cell}}
++
++{{layout-cell}}
++{{panel title="Search All Documentation:"}}
++
++
++{{livesearch/}}
++{{/panel}}
++
++{{panel title="Search LISTS AND REPORTS Documentation"}}
++
++
++{{pagetreesearch rootPage="Lists and Reports"/}}
++{{/panel}}
++
++{{panel title="On this page:"}}
++
++
++{{toc/}}
++{{/panel}}
++
++{{panel title="More LISTS AND REPORTS"}}
++{{expand}}
++(% style="margin-left: 30.0px;" %)
++
++
++(% style="margin-left: 30.0px;" %)
++[[Saved Lists>>doc:Saved Lists]]
++
++(% style="margin-left: 30.0px;" %)
++[[Transaction Summary Report>>doc:Run a Transaction Summary Report]]
++
++(% style="margin-left: 30.0px;" %)
++Audit Reports
++
++
++{{/expand}}
++{{/panel}}
++
++
++
++
++{{/layout-cell}}
++{{/layout-section}}
++{{/layout}}

Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--67087
++11927715

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/67087/List Wizard - How to Query and Generate Lists (v12.x)
++https://info.onecount.net//wiki/spaces/OD/pages/11927715/List Wizard - Run Queries and Generate Lists (v12.x)