Last modified by Rayaan Ahmed on 2024/12/30 03:27
From version 6.1
edited by melanie@one-count_com
on 2016/12/08 13:04
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To version 16.1
edited by shravya@one-count_com
on 2020/05/11 14:18
Change comment: There is no comment for this version

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Title
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1 -List Wizard - How to Query and Generate Lists (v12.x)
1 +List Wizard - Run Queries and Generate Lists
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.shravya@one-count_com
Content
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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  
11 11  === OPEN THE LIST WIZARD MAIN WINDOW ===
12 12  
13 -=== Select LISTS AND REPORTS from the main menu. ===
13 +**Select LISTS AND REPORTS from the main menu.**
14 14  
15 15  [[image:attach:media_1433865702013.png||align="center"]]
16 16  
17 -=== Select List Wizard from the sub-menu. ===
17 +\\
18 18  
19 +**Select List Wizard from the sub-menu.**
20 +
19 19  [[image:attach:media_1433865752359.png||align="center"]]
20 20  
21 21  This will bring you to the List Wizard main window. (See below.)
22 22  
23 -[[image:attach:media_1433865800325.png||align="center"]]
25 + [[image:attach:Screenshot.png||border="true" width="800" height="400"]]
24 24  
25 -=== Definitions ===
27 +=== DEFINITIONS ===
26 26  
27 27  Definitions are in order that they appear in the List Wizard window. (See screenshot above.)
28 28  
29 -**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.)
31 +**View Saved Filters** - Queries may be saved for later/repeated use. The Saved Query button brings you to a list of all saved queries. (See screenshot below.)
30 30  
31 -**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.
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.
32 32  
35 +**Known** - This is a running count of known users in the system.
36 +
33 33  **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.
34 34  
35 35  **Available Filters** - Filters are used to generate counts/lists based on selected criteria. Available Filters are:
36 36  
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 +
37 37  **Product Selection**
38 - **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.
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.
39 39  **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.
40 40  
41 -**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.
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 count/list.
42 42  
43 -**Product Expiration** - Allows you to filter users/subscribers by expiration date for a specified product(s).
44 -
45 45  **Demographics** - Allows you to filter users/subscribers by selecting certain demographic criteria. All of your database fields/questions are available for selection.
46 46  
47 47  **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.)
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50 50  
51 51  **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.
52 52  
53 -**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.
63 +**Web Activity** - 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.
54 54  
55 55  **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.
56 56  
57 -=== Saved Queries ===
67 +**Saved Filters**
58 58  
59 59  [[image:attach:media_1433867081722.png||align="center"]]
60 60  
61 -Note the search and page-through functionality.
71 +(% style="text-decoration: underline;" %)**To run a saved query**(%%)**:**
62 62  
63 -(% style="text-decoration: underline;" %)To run a saved query(%%):
64 -
65 65  * 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.
66 66  * **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. ~*~*
67 67  * Click on the "Run Report" icon.
68 68  
69 -(% style="text-decoration: underline;" %)To delete a saved query(%%):
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.
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.
71 71  
72 -=== Essentials ===
80 +=== ESSENTIALS ===
73 73  
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.**
82 +**Each filter – Package 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.**
75 75  
76 76  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.
77 77  
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87 87  
88 88  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.
89 89  
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.**
98 +**Filters may be used independently or in conjunction with other filters. Applying multiple filters will drill the list down based on the filters applied.**
91 91  
92 -=== List Actions ===
100 +=== LIST ACTIONS ===
93 93  
94 94  [[image:attach:media_1433866712415.png||align="center"]]
95 95  
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99 99  
100 100  **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.
101 101  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.)
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.)
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.)
104 104  
105 -**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.
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.
106 106  
107 107  **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.
108 108  
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112 112  
113 113  === FILTERS ===
114 114  
115 -=== Product Selection ===
123 +==== Product Selection ====
116 116  
117 117  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.
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.
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.
119 119  
120 120  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
121 121  
... ... @@ -129,67 +129,94 @@
129 129  
130 130  (% style="color: rgb(0,0,0);" %)Products may be moved between the AND logic and OR logic boxes by dragging and dropping.
131 131  
132 -=== Include in List ===
140 +(% style="margin-left: 30.0px;" %)
141 +==== Include in List ====
133 133  
143 +(% style="margin-left: 30.0px;" %)
134 134  [[image:attach:media_1433874473732.png||align="center"]]
135 135  
146 +(% style="margin-left: 30.0px;" %)
136 136  (% 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.
137 137  
149 +(% style="margin-left: 30.0px;" %)
138 138  2) Select the Subscription Status and Product Status for each product, as indicated in the screenshot above.
139 139  
152 +(% style="margin-left: 30.0px;" %)
140 140  (% style="color: rgb(0,0,0);" %)3) Set joining logic to AND/OR (if using).(%%)
141 - (% 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.)
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.)
142 142  
156 +(% style="margin-left: 30.0px;" %)
143 143  (% style="color: rgb(0,0,0);" %)4) Select the date range.
144 144  
159 +(% style="margin-left: 30.0px;" %)
145 145  (% style="color: rgb(0,0,0);" %)5) Apply Filter
146 146  
162 +(% style="margin-left: 30.0px;" %)
147 147  (% 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.)
148 148  
165 +(% style="margin-left: 30.0px;" %)
149 149  (% style="color: rgb(0,0,0);" %)Note that when "**Include in List**" is expanded, **"Exclude from List**" is hidden and vice versa.
150 150  
151 -=== Exclude from List ===
168 +(% style="margin-left: 30.0px;" %)
169 +==== Exclude from List ====
152 152  
171 +(% style="margin-left: 30.0px;" %)
153 153  **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.
154 154  
174 +(% style="margin-left: 30.0px;" %)
155 155  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"**
156 156  
177 +(% style="margin-left: 30.0px;" %)
157 157  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).
158 158  
180 +(% style="margin-left: 30.0px;" %)
159 159  [[image:attach:media_1433874807428.png||align="center"]]
160 160  
183 +(% style="margin-left: 30.0px;" %)
161 161  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.
162 162  
186 +(% style="margin-left: 30.0px;" %)
163 163  [[image:attach:media_1433875899581.png||align="center"]]
164 164  
189 +(% style="margin-left: 30.0px;" %)
165 165  1) Set different date range
166 - 2) Select product(s) by moving into AND or OR boxes (either by checking the checkbox or dragging and dropping).
167 - 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".)
168 - 4) Set joining logic.
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.
169 169  
170 -=== Exclude Products ===
195 +----
171 171  
197 +==== Exclude Products ====
198 +
172 172  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.**
173 173  
174 -=== Product Expire ===
201 +----
175 175  
176 -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.
203 +\\
177 177  
178 -To use the **Product Expire** filter:
179 -1) Select the product(s) from the drop-down list. (Image #1)
180 - 2) Click the "Apply" button. (Image #1)
181 - This will move the product into the active product(s) box, as shown in Image #2.
205 +==== Package Expire ====
182 182  
207 +This filter allows you to select a package and date range that subscriptions expired/will expire within, i.e. you can select the package and date range and the system will include in the list all users subscribed to that package 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 package that will expire within a specified range.
208 +
209 +To use the **Package Expire** filter:
210 +1) Select the package(s) from the drop-down list. (Image #1)
211 +2) Click the "Apply" button. (Image #1)
212 +This will move the package into the active package(s) box, as shown in Image #2.
213 +
183 183  3) Select the expiration date range. (Image #2)
184 - 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)
185 - 5) Apply Filter. (Image #2)
215 +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)
216 +5) Apply Filter. (Image #2)
186 186  
187 187  [[image:attach:media_1433881091602.png||align="center"]]
188 188  
189 189  [[image:attach:media_1433882546908.png||align="center"]]
190 190  
191 -=== Demographics ===
222 +----
192 192  
224 +\\
225 +
226 +==== Demographics ====
227 +
193 193  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.
194 194  
195 195  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.
... ... @@ -197,49 +197,67 @@
197 197  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.
198 198  
199 199  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. ~*~*
200 - **(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.**
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.**
201 201  
202 202  [[image:attach:media_1433883310734.png||align="center"]]
203 203  
204 204  AND/OR Logic works the same way as it does in Product Selection.
205 - 1) Select demographic question using the drop-down menu.
206 - 2) Select operator/variable (CONTAINS, DOES NOT CONTAIN, IS, IS NOT) using the drop-down menu.
207 - 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.**
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 +
208 208  3) Set JOINING logic to AND/OR.
209 - 4) Apply Filter.
254 +4) Apply Filter.
210 210  
211 211  (% 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.)
212 212  
213 213  (% style="text-decoration: underline;" %)**Note regarding queries on blank fields**(%%):
214 - (% style="color: rgb(0,0,0);" %)To get a count of all users who have NO information (a blank) in a designated demographic field:(%%)
215 - (% style="color: rgb(0,0,0);" %)1) Select the demographic field using the drop-down menu.(%%)
216 - (% style="color: rgb(0,0,0);" %)2) Select CONTAINS or IS from the operator drop-down menu. (%%)
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. (%%)
217 217  (% style="color: rgb(0,0,0);" %)3) Leave the response blank, i.e. don't select a response.
218 218  
219 219  (% style="color: rgb(0,0,0);" %)To get a count of all users who have ANY response in a designated demographic field:(%%)
220 - (% style="color: rgb(0,0,0);" %)1) Select the demographic field using the drop-down menu.(%%)
221 - (% style="color: rgb(0,0,0);" %)2) Select IS NOT from the operator drop-down menu(%%)
222 - (% style="color: rgb(0,0,0);" %)3) Leave the response blank, i.e. don't select a response.
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.
223 223  
224 -=== Source Codes ===
269 +----
225 225  
271 +(% style="color: rgb(0,0,0);" %)
272 +
273 +==== Source Codes ====
274 +
226 226  [[image:attach:media_1433963600153.png||align="center"]]
227 227  
228 228  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).
229 229  
230 230  To generate a count/query:
231 - 1) Select Source Codes filter.
232 - 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.
233 - 3) Click "Apply".
234 - 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.
235 - 5) Apply filter.
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.
236 236  
237 237  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.
238 238  
239 239  **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**.
240 240  
241 -=== E-Deliverability ===
290 +----
242 242  
292 +\\
293 +
294 +==== E-Deliverability ====
295 +
243 243  [[image:attach:media_1433963855972.png||align="center"]]
244 244  
245 245  This filter allows you to include or exclude users based on e-deliverability status: Get Unconfirmed, Get Blacklisted, Exclude Unconfirmed and Blacklisted.
... ... @@ -246,19 +246,23 @@
246 246  
247 247  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.
248 248  
249 -=== Newsletter Activity ===
302 +----
250 250  
304 +\\
305 +
306 +==== Newsletter Activity ====
307 +
251 251  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. )
252 252  
253 253  [[image:attach:media_1433963906337.png||align="center"]]
254 254  
255 255  (% style="color: rgb(0,0,0);" %)1) Select the date range.(%%)
256 - (% 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.(%%)
257 - (% style="color: rgb(0,0,0);" %)3) Select the OpenOptions (Opened or Not Opened) (%%)
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) (%%)
258 258  (% style="color: rgb(0,0,0);" %)4) Select the joining logic AND or OR. (%%)
259 259  (% style="color: rgb(0,0,0);" %)5) Select Click Options (Clicked, Not Clicked, or neither).(%%)
260 - 6) Select the newsletter campaigns you wish to filter by.
261 - 6) Click Apply Filter.
317 +6) Select the newsletter campaigns you wish to filter by.
318 +6) Click Apply Filter.
262 262  
263 263  (% 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.)
264 264  
... ... @@ -266,8 +266,12 @@
266 266  
267 267  [[image:attach:media_1433964371712.png||align="center"]]
268 268  
269 -=== Web Activity ===
326 +----
270 270  
328 +\\
329 +
330 +==== Web Activity ====
331 +
271 271  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.
272 272  
273 273  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".)
... ... @@ -275,9 +275,9 @@
275 275  [[image:attach:media_1433965068319.png||align="center"]]
276 276  
277 277  1) Select the date range.
278 - 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.
279 - 3) Set JOINING logic to AND/OR.
280 - 4) Apply Filter.
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.
281 281  
282 282  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.
283 283  
... ... @@ -285,8 +285,12 @@
285 285  
286 286  (% 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.)
287 287  
288 -=== Ad Activity ===
349 +----
289 289  
351 +(% style="color: rgb(0,0,0);" %)
352 +
353 +==== Ad Activity ====
354 +
290 290  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.
291 291  
292 292  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.
... ... @@ -294,24 +294,34 @@
294 294  [[image:attach:media_1434036518846.png||align="center"]]
295 295  
296 296  1) Set the date range.
297 - 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.
298 - 3) Select the banner ads you wish to filter by.
299 - 4) Apply Filter.
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.
300 300  
301 301  (% 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.)
302 302  
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 to be clicked.
373 +
374 + [[image:attach:Screen Shot 2020-05-11 at 12.57.36 PM.png||height="400"]]
375 +
376 +\\
377 +
303 303  (% style="color: rgb(200,0,0);" %)//**IMPORTANT NOTE 1:**//
304 304  
305 305  _**In order to identify users and track activity, widgets must be embedded on every page of your web site .** _
306 - //**These widgets, specific to your site(s), and directions for placement are provided in the Widget Builder**//_**.** _
381 +//**These widgets, specific to your site(s), and directions for placement are provided in the Widget Builder**//_**.** _
307 307  
308 308  //**See Widget Implementation** ~_~_**documentation for more detail on widgets.**//
309 - //**See Smartlinks and Other Form Linkouts**//_ **documentation for more detail on Smartlinks.**_
384 +//**See Smartlinks and Other Form Linkouts**//_ **documentation for more detail on Smartlinks.**_
310 310  
311 311  (% style="color: rgb(200,0,0);" %)//**IMPORTANT NOTE 2:**//
312 312  
313 313  _**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.** _
314 - //**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.**//
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.**//
315 315  
316 316  //**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.**//
317 317  
... ... @@ -321,37 +321,45 @@
321 321  {{/layout-cell}}
322 322  
323 323  {{layout-cell}}
324 -**Search all Documentation:**
399 +{{panel title="Search All Documentation:"}}
325 325  
326 326  
327 -
328 328  {{livesearch/}}
403 +{{/panel}}
329 329  
330 -
405 +{{panel title="Search LISTS AND REPORTS Documentation"}}
331 331  
332 -**Search Lists and Reports Documentation:**
333 333  
408 +{{pagetreesearch rootPage="Lists and Reports"/}}
409 +{{/panel}}
334 334  
411 +{{panel title="On this page:"}}
335 335  
336 -{{pagetreesearch rootPage="Lists and Reports"/}}
337 337  
338 -
414 +{{toc/}}
415 +{{/panel}}
339 339  
340 -{{expand title="More Lists and Reports"}}
417 +{{panel title="More LISTS AND REPORTS"}}
418 +{{expand}}
341 341  (% style="margin-left: 30.0px;" %)
342 342  
343 343  
344 344  (% style="margin-left: 30.0px;" %)
345 -[[Saved Lists>>doc:Saved Lists - Saved Lists (v12\.x)]]
423 +[[doc:Saved Lists]]
346 346  
347 347  (% style="margin-left: 30.0px;" %)
348 -[[Transaction Summary Report>>doc:Transaction Summary - How to Run a Transaction Summary Report (v12\.x)]]
426 +[[Transaction Summary Report>>doc:Run a Transaction Summary Report]]
349 349  
350 350  (% style="margin-left: 30.0px;" %)
351 351  Audit Reports
352 352  
353 -
431 +\\
354 354  {{/expand}}
433 +{{/panel}}
434 +
435 +\\
436 +
437 +\\
355 355  {{/layout-cell}}
356 356  {{/layout-section}}
357 357  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -67091
1 +45187075
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/67091/List Wizard - How to Query and Generate Lists (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/45187075/List Wizard - Run Queries and Generate Lists