Last modified by chris on 2018/12/21 15:35
From version 2.1
edited by melanie@one-count_com
on 2016/11/17 17:32
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/11/17 17:32
Change comment: There is no comment for this version

Summary

Details

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Content
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1 +
2 +
3 +{{id name="Start ScreenSteps Content"/}}
4 + The directions below provide detail on how to attach or remove an existing resource to/from a product and how to create a new resource.
5 +
6 +After completing Parts 1 and 2 (creating product name, product description, primary form ~-~-and optionally attaching the product to other forms – and setting terms) and clicking Save, the window will expand and show the Resources section. You can now add a resource(s) to the product.
7 +
8 +(% style="color: rgb(255,0,0);" %)Remember that a product may not have a resource attached (e.g. a print subscription product) and a single resource may be attached to multple products.
9 +
10 +Please refer to the Quick Start Guide- Products for information on basic concepts and rules relating to products, terms, and resources.
11 +
12 +[[image:attach:media_1428424176044.png||align="center"]]
13 +
14 +=== ATTACH A RESOURCE ===
15 +
16 +=== 1. Click "Add/Remove" in the Resources section. ===
17 +
18 +[[image:attach:media_1428424242758.png||align="center"]]
19 +
20 +This will bring you to the Resources window which lists all existing resources in alphabetical order.
21 +
22 +[[image:attach:media_1428424900830.png||align="center"]]
23 +
24 +Notice the Search functionality to quickly find resources. More detail on the Search feature can be found in the Global Features section.
25 +
26 +=== 2. Click in the check box to the left of the resource(s) you would like to attach to the product. ===
27 +
28 +[[image:attach:media_1428425281127.png||align="center"]]
29 +
30 +When you select the resource, it will move to the top of the resource list.
31 +
32 +=== 3. Click on "Back to Edit Product" Link in upper right of page. ===
33 +
34 +[[image:attach:media_1428425890816.png||align="center"]]
35 +
36 +You will then be brought back to the Edit Product window where you will see the selected resource(s) attached to the product. (See below.)
37 +
38 +[[image:attach:media_1428426052643.png||align="center"]]
39 +
40 +The resource name, description, type, and resource ID # will be displayed.
41 + To add another resource(s), repeat steps 1-3.
42 +
43 +=== 4. Click the "Save" button above Terms to save the product, terms, and resources. ===
44 +
45 +[[image:attach:media_1428426108844.png||align="center"]]
46 +
47 +=== REMOVE A RESOURCE ===
48 +
49 +=== 1. Click on the "Add/Remove" link. ===
50 +
51 +[[image:attach:media_1428426147712.png||align="center"]]
52 +
53 +This will bring you to the Resources window which lists all existing resources in alphabetical order. (See below.)
54 + Notice the Search functionality to quickly find resources. More detail on the Search feature can be found in the Global Features section.
55 + Any resources attached to the product will be at the top of the table.
56 +
57 +=== 2. Uncheck any resources you wish to remove from the product. ===
58 +
59 +[[image:attach:media_1428426516752.png||align="center"]]
60 +
61 +[[image:attach:media_1428426648881.png||align="center"]]
62 +
63 +=== 3. Click on the "Back to Edit Product" link (shown in screen shot directy above), and you will see the resource has been removed from the product. ===
64 +
65 +[[image:attach:media_1428426706195.png||align="center"]]
66 +
67 +=== 4. Click the "Save" button above Terms to save the product, terms, and resources. ===
68 +
69 +[[image:attach:media_1428426752179.png||align="center"]]
70 +
71 +=== CREATE A NEW RESOURCE ===
72 +
73 +There are four different types of resources: File, Newsletter, Page, and Section. Details on each type of resource are given below.
74 +
75 +=== 1. Click on "Add/Remove" link. ===
76 +
77 +[[image:attach:media_1428427308859.png||align="center"]]
78 +
79 +This will bring you to the Resources page where you can create a new resource.
80 +
81 +=== 2. Click "Create New Resource" found in upper right of the Resources page. ===
82 +
83 +[[image:attach:media_1428427539110.png||align="center"]]
84 +
85 +You will be directed to the New Resource page.
86 +
87 +=== 3. Enter a title for the resource and description for the resource. ===
88 +
89 +[[image:attach:media_1428427623454.png||align="center"]]
90 +
91 +The title should be as brief but descriptive as possible. For example if the resource is a newsletter, the title could be the name of the newsletter, or if the resource is access to a series of videos on page or section of your website, then the title could be the name of the video series.
92 +
93 +=== 5. Select the type of resource (File, Newsletter, Page, Section). ===
94 +
95 +[[image:attach:media_1428427672162.png||align="center"]]
96 +
97 +Further detail on the different types of resources is given below.
98 +
99 +=== Resource Type: File ===
100 +
101 +To restrict access to a file, such as a specific whitepaper or other document, to subscribers/registered users only select Resource Type: File.
102 +
103 +When you select "File" from the "Resource Type:" drop-down menu, you will see the message “Files in the [[doc:root folder]] directory can be protected from unauthorized downloads”.
104 +
105 +=== 1. Under "Choose File" select the file you wish to protect. ===
106 +
107 +[[image:attach:media_1428428218190.png||align="center"]]
108 +
109 +The directory tree of your root folder will be displayed, and you can select your file here. Note that ONEcount must be configured to connect with your download directory.
110 +
111 +=== Check the box beside "Attach this resource to [[doc:product name]]". ===
112 +
113 +[[image:attach:media_1428428296046.png||align="center"]]
114 +
115 +**If you do not check the box, the resource will not be attached to the product.**
116 +You may need to scroll down the page to find "Attach this resource to [[doc:product name]]" if you don't see it below the list of files.
117 +
118 +=== 3. Click "Save", and the file-type resource will be saved. ===
119 +
120 +[[image:attach:media_1428428440527.png||align="center"]]
121 +
122 +You will receive a confirmation message immediately after clicking "Save" indicating the time the resource was saved.
123 + To return to the resources listing page, which will show your new resource in the alphabetical list, click on the Go Back button.
124 +
125 +Note: You may cancel resource creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Resources listing page without creating a resource.
126 +
127 +=== Resource Type: Newsletter ===
128 +
129 +[[image:attach:media_1428431234909.png||align="center"]]
130 +
131 +When you select "Newsletters" from the "Resource Type:" drop-down menu, you will see the message "Please Select Newsletter lists to associate with this resource." with a drop-down check box list of all existing newsletter lists (called subscriber lists the ONEcount Email Engine). This list of newsletter lists shows all of the existing newsletter/subscriber lists that reside in the Email Engine or in your email package if using an Email provider other than the ONEcount Email Engine. (Note that your system must be connected to ONEcount via API to use an outside Email provider.)
132 +
133 +You can select the existing newsletter list(s) you wish to associate with the resource - and by extension with the product - or create a new newsletter list (subscriber list). When you create a new Newsletter list, you are creating a new, empty list in the Email Engine that is associated with the Newsletter resource.
134 +
135 +(% style="color: rgb(255,0,0);" %)***If using the Email Engine to manage your newsletter/email lists, when you create a new newsletter list (as described below) ONEcount will automatically create the list** in the Email Engine. When users submit the subscription form for the product with the newsletter resource, they will automatically be placed on the newsletter list in the Email Engine. Their demographic and subscription data will also be added the ONEcount database. If you are using a different email marketing provider, please check with GCN to verify if an API is available.
136 +
137 +(% style="color: rgb(255,0,0);" %)The resource must be created and attached to a product prior to an import or user subscription via an online form. ONEcount won't push product subscribers to a newsletter resource created (% style="color: rgb(255, 0, 0); text-decoration: underline" %)after(% style="color: rgb(255,0,0);" %) the user subscribed to a product (either through import or user action)(% style="color: rgb(0,0,0);" %).
138 +
139 +(% style="text-decoration: underline;" %)Product > Newsletter-Type Resource > Newsletter List Heirarchy(%%)
140 + The heirarchy is product > newsletter-type resource > newsletter list, so if a user subscribes to a product that has an attached newsletter-type resource and that resource has multiple newsletter lists associated with it, the user will be subscribed to the product in ONEcount and added to each of the designated newsletter/subscriber lists in the Email Engine.
141 + //For example//:
142 +
143 +* You have a product called //Newsletter Bundle// that is a subscription to receive three different newsletters.
144 +* The //Newsletter Bundle// product must have a newsletter-type resource attached to it – in this case the name of the resource is //Newsletter Bundle-Daily/Weekly/Monthly.//
145 +* The //Newsletter Bundle-Daily/Weekly/Monthly// resource has three different newsletter lists associated with it: //Daily Aviation News, Aviation Brief, and Avionics Monthly//.
146 +* When a user subscribes to the //Newsletter Bundle// product, the subscription transaction is recorded in ONEcount, and (s)he is placed on all three lists in the Email Engine (or other Email provider).
147 +
148 +Note that there may also be an individual product and resource for each newsletter, so, for example:
149 +
150 +There is an //Aviation News (Daily)// product.
151 +The //Aviation News (Daily)// product has a newsletter-type resource called //Aviation News (Daily)// attached to it.
152 +The //Aviation News (Daily)// resource has only the //Daily Aviation News// newsletter list associated with it.
153 +When a user subscribes to //Aviation News (Daily)//, the transaction is recorded in ONEcount and (s)he is placed only on the //Daily Aviation News// newsletter list in the Email Engine (or other Email provider).
154 +
155 +=== 1. To create a new newsletter list in the Email Engine, click on +"Add New Newsletter" button found in the upper right of the list of existing newsletters. ===
156 +
157 +[[image:attach:media_1428432674965.png||align="center"]]
158 +
159 +=== 2. Enter the Newsletter Name (1) and Newsletter Description (2) then click "Add" (3). ===
160 +
161 +[[image:attach:media_1428432719840.png||align="center"]]
162 +
163 +Note that the Newsletter Description box can be expanded by dragging the lower right-hand corner.
164 +
165 +You will see the newly created newsletter, with a check mark, at the top of the newsletter list, as shown below.
166 +
167 +[[image:attach:media_1428432859520.png||align="center"]]
168 +
169 +Select any other newsletter lists (if any) you wish to associate with this resource.
170 +
171 +=== 3. Check the box beside Attach this resource to [[doc:product name]]". ===
172 +
173 +[[image:attach:media_1428435885828.png||align="center"]]
174 +
175 +**If you do not check the box, the resource will not be attached to the product.**
176 +You may need to scroll down the page to find "Attach this resource to [[doc:product name]]" if you don't see it below the list of files.
177 +
178 +=== 4. Click "Save", and the newsletter resource and list will be saved. ===
179 +
180 +[[image:attach:media_1428433123163.png||align="center"]]
181 +
182 +You will receive a confirmation message indicating the time the resource was saved.
183 +
184 +To return to the resources listing page, which will show your new resource in the alphabetical list, click on the Go Back button.
185 +
186 +Note: You may cancel resource creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Resources listing page without creating a resource.
187 +
188 +=== Resource Type: Page ===
189 +
190 +[[image:attach:media_1428435594835.png||align="center"]]
191 +
192 +To restrict access to a web page on your site to subscribers/registered users only, select Resource Type: Page.
193 +
194 +Give the resource a Title (1) and Description (2).
195 +
196 +When you select "Page" from the "Resource Type:" drop-down menu, you will see the message “Please add the full URL including http or https to protect a page”.
197 +
198 +=== 1. Enter the full URL, including http or https, of the page that you wish to restrict access to. ===
199 +
200 +[[image:attach:1.__Enter_the_full_URL__including_http_or_https__of_the_p.png||align="center"]]
201 +
202 +=== 2. Check the box next to "Attach this resource to [[doc:product name]]. ===
203 +
204 +[[image:attach:2.png||align="center"]]
205 +
206 +If you do not check the box, the resource will not be attached to the product.
207 +
208 +=== 3. Click "Save", and the page-type resource will be saved. ===
209 +
210 +[[image:attach:media_1428436137073.png||align="center"]]
211 +
212 +You will receive a confirmation message that inidicates the time the resource was saved.
213 + To return to the resources listing page, which will show your new resource in the alphabetical list, click on the Go Back button.
214 +
215 +Note: You may cancel resource creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Resources listing page without creating a resource.
216 +
217 +=== Resource Type: Section ===
218 +
219 +[[image:attach:media_1404931109764.png||align="center"]]
220 +
221 +To restrict access to an entire section of your site to subscribers/registered users only, select Resource Type: Section.
222 +
223 +Give the resource a Title (1) and Description (2).
224 +
225 +When you select "Section" from the "Resource Type:" drop-down menu, you will see the message “Entire sections of the web site can be protected by specifying a part of the URL that every page in that section has in common. ((% style="color: rgb(255,0,0);" %)DO NOT put in the intitial http:~/~/(%%))"
226 +
227 +=== 1. Enter the part of the URL that every page in the section has in common. ===
228 +
229 +[[image:attach:media_1404931205339.png||align="center"]]
230 +
231 +This will restrict access to all blogs pages in the onecount.com site. (The part of the URL that all pages have in common is the highest level page in the page hierarchy – all sub-pages below /blogs will be restricted, e.g. onecount/blogs/blog1, onecount/blogs/blog2, etc. would be restricted.)
232 +
233 +=== 2. Click the box next to "Attach this resource to [[doc:product name]]." ===
234 +
235 +[[image:attach:media_1404931420199.png||align="center"]]
236 +
237 +If you do not check the box, the resource will not be attached to the product.
238 +
239 +=== 3. Click "Save", and the section-type resource will be saved. ===
240 +
241 +[[image:attach:media_1428436362717.png||align="center"]]
242 +
243 +You will receive a confirmation message indicating the time the resource was saved.
244 + To return to the resources listing page, which will show your new resource in the alphabetical list, click on the Go Back button.
245 +
246 +Note: You may cancel resource creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Resources listing page without creating a resource.
247 +
248 +=== VIEWING PRODUCT WITH NEW RESOURCE ATTACHED ===
249 +
250 +=== 1. Select " Products" from the INVENTORY sub-menu. ===
251 +
252 +[[image:attach:media_1428436690355.png||align="center"]]
253 +
254 +This will bring you to the Manage Products page, as shown below.
255 +
256 +[[image:attach:media_1428436765753.png||align="center"]]
257 +
258 +=== 2. Expand the product to see Terms and Resources (if any). ===
259 +
260 +[[image:attach:media_1428436826360.png||align="center"]]
261 +
262 +Note that you can edit and/or create new terms and add/remove resources from this expanded view. For more detail, see How to Manage Products.
263 +
264 +To view and edit all three parts of the product, go to Step 2.
265 +
266 +=== 2. Click on the "Edit" icon for the product you attached the resource to. ===
267 +
268 +[[image:attach:media_1428437174458.png||align="center"]]
269 +
270 +This will bring you to the "Edit Product" page.
271 +
272 +=== 3. Scroll to the "Resources" section at the bottom of the "Edit Product" page . ===
273 +
274 +[[image:attach:media_1428437271572.png||align="center"]]
275 +
276 +You will see the resources that are attached to the product. This list should include your newly-created resource.
277 +
278 +=== View of a completed resource-type product: ===
279 +
280 +[[image:attach:media_1428437409819.png||align="center"]]
281 +
282 +
283 +
284 +{{id name="End ScreenSteps Content"/}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -66293
1 +66817
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66293/Products - How to Create a Product Part 3: Attach / Remove / Create a Resource (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66817/Products - How to Create a Product Part 3: Attach / Remove / Create a Resource (v12.x)