Version 3.1 by melanie@one-count_com on 2016/11/17 17:32
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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.
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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.
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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.
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10 Please refer to the Quick Start Guide- Products for information on basic concepts and rules relating to products, terms, and resources.
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12 [[image:attach:media_1428424176044.png||align="center"]]
13
14 === ATTACH A RESOURCE ===
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16 === 1. Click "Add/Remove" in the Resources section. ===
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18 [[image:attach:media_1428424242758.png||align="center"]]
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20 This will bring you to the Resources window which lists all existing resources in alphabetical order.
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22 [[image:attach:media_1428424900830.png||align="center"]]
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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. ===
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28 [[image:attach:media_1428425281127.png||align="center"]]
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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. ===
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34 [[image:attach:media_1428425890816.png||align="center"]]
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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.)
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38 [[image:attach:media_1428426052643.png||align="center"]]
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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. ===
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45 [[image:attach:media_1428426108844.png||align="center"]]
46
47 === REMOVE A RESOURCE ===
48
49 === 1. Click on the "Add/Remove" link. ===
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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"]]
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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. ===
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65 [[image:attach:media_1428426706195.png||align="center"]]
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67 === 4. Click the "Save" button above Terms to save the product, terms, and resources. ===
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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. ===
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77 [[image:attach:media_1428427308859.png||align="center"]]
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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. ===
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83 [[image:attach:media_1428427539110.png||align="center"]]
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85 You will be directed to the New Resource page.
86
87 === 3. Enter a title for the resource and description for the resource. ===
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89 [[image:attach:media_1428427623454.png||align="center"]]
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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). ===
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95 [[image:attach:media_1428427672162.png||align="center"]]
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97 Further detail on the different types of resources is given below.
98
99 === Resource Type: File ===
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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"]]
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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]]". ===
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113 [[image:attach:media_1428428296046.png||align="center"]]
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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. ===
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120 [[image:attach:media_1428428440527.png||align="center"]]
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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.
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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 ===
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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.)
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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.
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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.
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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);" %).
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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//:
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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).
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148 Note that there may also be an individual product and resource for each newsletter, so, for example:
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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. ===
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157 [[image:attach:media_1428432674965.png||align="center"]]
158
159 === 2. Enter the Newsletter Name (1) and Newsletter Description (2) then click "Add" (3). ===
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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.
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167 [[image:attach:media_1428432859520.png||align="center"]]
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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]]". ===
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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. ===
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180 [[image:attach:media_1428433123163.png||align="center"]]
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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.
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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]]. ===
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204 [[image:attach:2.png||align="center"]]
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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. ===
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210 [[image:attach:media_1428436137073.png||align="center"]]
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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 ===
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219 [[image:attach:media_1404931109764.png||align="center"]]
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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).
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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:~/~/(%%))"
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227 === 1. Enter the part of the URL that every page in the section has in common. ===
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229 [[image:attach:media_1404931205339.png||align="center"]]
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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]]." ===
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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. ===
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241 [[image:attach:media_1428436362717.png||align="center"]]
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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. ===
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252 [[image:attach:media_1428436690355.png||align="center"]]
253
254 This will bring you to the Manage Products page, as shown below.
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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"]]
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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.
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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"]]
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284 {{id name="End ScreenSteps Content"/}}