Last modified by chris on 2018/12/21 15:35
From version 9.1
edited by steven@one-count_com
on 2018/07/10 16:45
Change comment: There is no comment for this version
To version 10.1
edited by chris
on 2018/12/19 13:47
Change comment: There is no comment for this version

Summary

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Title
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1 -Products - How to Create a Product Part 3: Attach / Remove / Create a Resource
1 +Packages - How to Create a Package Part 3: Attach / Remove / Create a Product
Author
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1 -XWiki.steven@one-count_com
1 +XWiki.chris
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - 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.
7 + The directions below provide detail on how to attach or remove an existing product to/from a package and how to create a new product.
8 8  
9 -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.
9 +After completing Parts 1 and 2 (creating package name, package description, primary form ~-~-and optionally attaching the package to other forms – and setting terms) and clicking Save, the window will expand and show the Products section. You can now add a product(s) to the package.
10 10  
11 -(% 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.
11 +(% style="color: rgb(255,0,0);" %)Remember that a package may not have a product attached (e.g. a print subscription product) and a single product may be attached to multiple packages.
12 12  
13 13  Please refer to the [[Quick Start Guide- Products>>doc:Quick Start Guide - Packages and Products]] for information on basic concepts and rules relating to products, terms, and resources.
14 14  
15 15  [[image:attach:media_1428424176044.png||align="center"]]
16 16  
17 -=== ATTACH A RESOURCE ===
17 +=== ATTACH A PRODUCT ===
18 18  
19 -=== 1. Click "Add/Remove" in the Resources section. ===
19 +=== 1. Click "Add/Remove" in the PRODUCTS section. ===
20 20  
21 21  [[image:attach:media_1428424242758.png||align="center"]]
22 22  
23 -This will bring you to the Resources window which lists all existing resources in alphabetical order.
23 +This will bring you to the Products window which lists all existing products in alphabetical order.
24 24  
25 25  [[image:attach:media_1428424900830.png||align="center"]]
26 26  
27 -Notice the Search functionality to quickly find resources. More detail on the Search feature can be found in the Global Features section.
27 +Notice the Search functionality to quickly find products. More detail on the Search feature can be found in the Global Features section.
28 28  
29 -=== 2. Click in the check box to the left of the resource(s) you would like to attach to the product. ===
29 +=== 2. Click in the check box to the left of the product(s) you would like to attach to the package. ===
30 30  
31 31  [[image:attach:media_1428425281127.png||align="center"]]
32 32  
33 -When you select the resource, it will move to the top of the resource list.
33 +When you select the product, it will move to the top of the product list.
34 34  
35 -=== 3. Click on "Back to Edit Product" Link in upper right of page. ===
35 +=== 3. Click on "Back to Edit Package" Link in upper right of page. ===
36 36  
37 37  [[image:attach:media_1428425890816.png||align="center"]]
38 38  
39 -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.)
39 +You will then be brought back to the Edit Package window where you will see the selected product(s) attached to the package. (See below.)
40 40  
41 41  [[image:attach:media_1428426052643.png||align="center"]]
42 42  
43 -The resource name, description, type, and resource ID # will be displayed.
44 - To add another resource(s), repeat steps 1-3.
43 +The product name, description, type, and product ID # will be displayed.
44 + To add another product(s), repeat steps 1-3.
45 45  
46 -=== 4. Click the "Save" button above Terms to save the product, terms, and resources. ===
46 +=== 4. Click the "Save" button above Terms to save the package, terms, and products. ===
47 47  
48 48  [[image:attach:media_1428426108844.png||align="center"]]
49 49  
50 -=== REMOVE A RESOURCE ===
50 +=== REMOVE A PRODUCT ===
51 51  
52 52  === 1. Click on the "Add/Remove" link. ===
53 53  
54 54  [[image:attach:media_1428426147712.png||align="center"]]
55 55  
56 -This will bring you to the Resources window which lists all existing resources in alphabetical order. (See below.)
57 - Notice the Search functionality to quickly find resources. More detail on the Search feature can be found in the Global Features section.
58 - Any resources attached to the product will be at the top of the table.
56 +This will bring you to the PRODUCTS window which lists all existing products in alphabetical order. (See below.)
57 + Notice the Search functionality to quickly find products. More detail on the Search feature can be found in the Global Features section.
58 + Any products attached to the package will be at the top of the table.
59 59  
60 -=== 2. Uncheck any resources you wish to remove from the product. ===
60 +=== 2. Uncheck any products you wish to remove from the package. ===
61 61  
62 62  [[image:attach:media_1428426516752.png||align="center"]]
63 63  
64 64  [[image:attach:media_1428426648881.png||align="center"]]
65 65  
66 -=== 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. ===
66 +=== 3. Click on the "Back to Edit Package" link (shown in screen shot directly above), and you will see the product has been removed from the package. ===
67 67  
68 68  [[image:attach:media_1428426706195.png||align="center"]]
69 69  
70 -=== 4. Click the "Save" button above Terms to save the product, terms, and resources. ===
70 +=== 4. Click the "Save" button above Terms to save the package, terms, and products. ===
71 71  
72 72  [[image:attach:media_1428426752179.png||align="center"]]
73 73  
74 -=== CREATE A NEW RESOURCE ===
74 +=== CREATE A NEW PRODUCT ===
75 75  
76 -There are four different types of resources: File, Newsletter, Page, and Section. Details on each type of resource are given below.
76 +There are seven different types of PRODUCTS: File, Function, Newsletter, Page, Quiz, Section and Webinar. Details on each type of resource are given below.
77 77  
78 78  === 1. Click on "Add/Remove" link. ===
79 79  
80 80  [[image:attach:media_1428427308859.png||align="center"]]
81 81  
82 -This will bring you to the Resources page where you can create a new resource.
82 +This will bring you to the PRODUCTS page where you can create a new product.
83 83  
84 -=== 2. Click "Create New Resource" found in upper right of the Resources page. ===
84 +=== 2. Click "Create New Product" found in upper right of the Products page. ===
85 85  
86 86  [[image:attach:media_1428427539110.png||align="center"]]
87 87  
88 -You will be directed to the New Resource page.
88 +You will be directed to the New Product page.
89 89  
90 -=== 3. Enter a title for the resource and description for the resource. ===
90 +=== 3. Enter a title for the product and description for the product. ===
91 91  
92 92  [[image:attach:media_1428427623454.png||align="center"]]
93 93  
94 -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.
94 +The title should be as brief but descriptive as possible. For example if the product 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.
95 95  
96 -=== 5. Select the type of resource (File, Newsletter, Page, Section). ===
96 +=== 5. Select the type of product (File, Newsletter, Page, Section). ===
97 97  
98 98  [[image:attach:media_1428427672162.png||align="center"]]
99 99  
100 -Further detail on the different types of resources is given below.
100 +Further detail on the different types of product is given below.
101 101  
102 -=== Resource Type: File ===
102 +=== Product Type: File ===
103 103  
104 104  To restrict access to a file, such as a specific whitepaper or other document, to subscribers/registered users only select Resource Type: File.
105 105  
106 -When you select "File" from the "Resource Type:" drop-down menu, you will see the message “Files in the [[root folder>>doc:root folder]] directory can be protected from unauthorized downloads”.
106 +When you select "File" from the "Product Type:" drop-down menu, you will see the message “Files in the [[root folder>>doc:root folder]] directory can be protected from unauthorized downloads”.
107 107  
108 108  === 1. Under "Choose File" select the file you wish to protect. ===
109 109  
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111 111  
112 112  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.
113 113  
114 -=== Check the box beside "Attach this resource to [[product name>>doc:product name]]". ===
114 +=== Check the box beside "Attach this product to [[package name>>doc:product name]]". ===
115 115  
116 116  [[image:attach:media_1428428296046.png||align="center"]]
117 117  
118 -**If you do not check the box, the resource will not be attached to the product.**
119 -You may need to scroll down the page to find "Attach this resource to [[product name>>doc:product name]]" if you don't see it below the list of files.
118 +**If you do not check the box, the product will not be attached to the package.**
119 +You may need to scroll down the page to find "Attach this product to [[package name>>doc:product name]]" if you don't see it below the list of files.
120 120  
121 -=== 3. Click "Save", and the file-type resource will be saved. ===
121 +=== 3. Click "Save", and the file-type product will be saved. ===
122 122  
123 123  [[image:attach:media_1428428440527.png||align="center"]]
124 124  
125 -You will receive a confirmation message immediately after clicking "Save" indicating the time the resource was saved.
126 - To return to the resources listing page, which will show your new resource in the alphabetical list, click on the Go Back button.
125 +You will receive a confirmation message immediately after clicking "Save" indicating the time the product was saved.
126 + To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
127 127  
128 -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.
128 +Note: You may cancel product creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Products listing page without creating a product.
129 129  
130 -=== Resource Type: Newsletter ===
130 +=== Product Type: Newsletter ===
131 131  
132 132  [[image:attach:media_1428431234909.png||align="center"]]
133 133  
134 -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.)
134 +When you select "Newsletters" from the "Product Type:" drop-down menu, you will see the message "Please Select Newsletter lists to associate with this product." 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.)
135 135  
136 -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.
136 +You can select the existing newsletter list(s) you wish to associate with the product - and by extension with the package - 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 package.
137 137  
138 -(% 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.
138 +(% 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 package with the newsletter product, 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.
139 139  
140 -(% 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);" %).
140 +(% style="color: rgb(255,0,0);" %)The product must be created and attached to a package prior to an import or user subscription via an online form. ONEcount won't push package subscribers to a newsletter package created (% style="color: rgb(255, 0, 0); text-decoration: underline" %)after(% style="color: rgb(255,0,0);" %) the user subscribed to a package (either through import or user action)(% style="color: rgb(0,0,0);" %).
141 141  
142 -(% style="text-decoration: underline;" %)Product > Newsletter-Type Resource > Newsletter List Heirarchy(%%)
143 - 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.
142 +(% style="text-decoration: underline;" %)Package > Newsletter-Type Product > Newsletter List Heirarchy(%%)
143 + The heirarchy is package > newsletter-type product > newsletter list, so if a user subscribes to a package that has an attached newsletter-type product and that product has multiple newsletter lists associated with it, the user will be subscribed to the package in ONEcount and added to each of the designated newsletter/subscriber lists in the Email Engine.
144 144   //For example//:
145 145  
146 -* You have a product called //Newsletter Bundle// that is a subscription to receive three different newsletters.
147 -* 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.//
148 -* The //Newsletter Bundle-Daily/Weekly/Monthly// resource has three different newsletter lists associated with it: //Daily Aviation News, Aviation Brief, and Avionics Monthly//.
149 -* 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).
146 +* You have a package called //Newsletter Bundle// that is a subscription to receive three different newsletters.
147 +* The //Newsletter Bundle// package must have a newsletter-type product attached to it – in this case the name of the product is //Newsletter Bundle-Daily/Weekly/Monthly.//
148 +* The //Newsletter Bundle-Daily/Weekly/Monthly// product has three different newsletter lists associated with it: //Daily Aviation News, Aviation Brief, and Avionics Monthly//.
149 +* When a user subscribes to the //Newsletter Bundle// package, the subscription transaction is recorded in ONEcount, and (s)he is placed on all three lists in the Email Engine (or other Email provider).
150 150  
151 -Note that there may also be an individual product and resource for each newsletter, so, for example:
151 +Note that there may also be an individual package and product for each newsletter, so, for example:
152 152  
153 -There is an //Aviation News (Daily)// product.
154 -The //Aviation News (Daily)// product has a newsletter-type resource called //Aviation News (Daily)// attached to it.
155 -The //Aviation News (Daily)// resource has only the //Daily Aviation News// newsletter list associated with it.
153 +There is an //Aviation News (Daily)// package.
154 +The //Aviation News (Daily)// product has a newsletter-type product called //Aviation News (Daily)// attached to it.
155 +The //Aviation News (Daily)// product has only the //Daily Aviation News// newsletter list associated with it.
156 156  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).
157 157  
158 158  === 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. ===
... ... @@ -171,42 +171,42 @@
171 171  
172 172  Select any other newsletter lists (if any) you wish to associate with this resource.
173 173  
174 -=== 3. Check the box beside Attach this resource to [[product name>>doc:product name]]". ===
174 +=== 3. Check the box beside Attach this resource to [[package name>>doc:product name]]". ===
175 175  
176 176  [[image:attach:media_1428435885828.png||align="center"]]
177 177  
178 -**If you do not check the box, the resource will not be attached to the product.**
178 +**If you do not check the box, the product will not be attached to the package.**
179 179  You may need to scroll down the page to find "Attach this resource to [[product name>>doc:product name]]" if you don't see it below the list of files.
180 180  
181 -=== 4. Click "Save", and the newsletter resource and list will be saved. ===
181 +=== 4. Click "Save", and the newsletter product and list will be saved. ===
182 182  
183 183  [[image:attach:media_1428433123163.png||align="center"]]
184 184  
185 -You will receive a confirmation message indicating the time the resource was saved.
185 +You will receive a confirmation message indicating the time the product was saved.
186 186  
187 -To return to the resources listing page, which will show your new resource in the alphabetical list, click on the Go Back button.
187 +To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
188 188  
189 -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.
189 +Note: You may cancel product creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Products listing page without creating a product.
190 190  
191 -=== Resource Type: Page ===
191 +=== Product Type: Page ===
192 192  
193 193  [[image:attach:media_1428435594835.png||align="center"]]
194 194  
195 -To restrict access to a web page on your site to subscribers/registered users only, select Resource Type: Page.
195 +To restrict access to a web page on your site to subscribers/registered users only, select Product Type: Page.
196 196  
197 -Give the resource a Title (1) and Description (2).
197 +Give the product a Title (1) and Description (2).
198 198  
199 -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”.
199 +When you select "Page" from the "Product Type:" drop-down menu, you will see the message “Please add the full URL including http or https to protect a page”.
200 200  
201 201  === 1. Enter the full URL, including http or https, of the page that you wish to restrict access to. ===
202 202  
203 203  [[image:attach:1.__Enter_the_full_URL__including_http_or_https__of_the_p.png||align="center"]]
204 204  
205 -=== 2. Check the box next to "Attach this resource to [[product name>>doc:product name]]. ===
205 +=== 2. Check the box next to "Attach this product to [[package name>>doc:product name]]. ===
206 206  
207 207  [[image:attach:2.png||align="center"]]
208 208  
209 -If you do not check the box, the resource will not be attached to the product.
209 +If you do not check the box, the product will not be attached to the package.
210 210  
211 211  === 3. Click "Save", and the page-type resource will be saved. ===
212 212  
Confluence.Code.ConfluencePageClass[0]
id
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1 -19038226
1 +19038228
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/19038226/Products - How to Create a Product Part 3: Attach / Remove / Create a Resource
1 +https://info.onecount.net//wiki/spaces/OD/pages/19038228/Packages - How to Create a Package Part 3: Attach / Remove / Create a Product