Changes for page Progressive Lookup
Last modified by Admin User on 2025/04/14 17:25
Summary
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Page properties (1 modified, 0 added, 0 removed)
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Objects (1 modified, 0 added, 0 removed)
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... ... @@ -1,0 +1,157 @@ 1 +{{layout}} 2 +{{layout-section ac:type="two_right_sidebar"}} 3 +{{layout-cell}} 4 + 5 + 6 +{{id name="Start ScreenSteps Content"/}} 7 + (% style="color: rgb(128,128,128);" %)//ONEcount forms have a progressive lookup feature whereby an existing user can be identified by demographic information as it's being entered. The system will look up the user based on the information being progressively entered in the form – e.g. email, first name, last name, city – and auto-populate the form when the user is identified. (The fields used for lookup are set in the Question Manager. See Question Manager documentation for more detail.)// 8 + 9 +(% style="color: rgb(128,128,128);" %)//If a user is trying to log in and/or subscribe to a product and fails Lookup and/or Login on the Lookup/Login page or if Lookup/Login functionality has been overridden/bypassed, the user will be directed to the blank subscription/registration form. Even though a registered/subscribed user has failed Lookup/Login based on entering incorrect/unidentifiable information in Lookup or not having his/her username and password for Login, if in your ONEcount database, he/she can still be identified by the ONEcount system by progressive lookup functionality.// 10 + 11 +(% style="color: rgb(128,128,128);" %)//Following is detail of the functionality and process as the user will experience it after failing initial Lookup/Login or bypassing Lookup/Login and being presented with a blank form.// 12 + 13 +=== Process === 14 + 15 +**With No Lookup/Challenge Questions selected in Form Builder:** 16 +Example: User Enters First Name, Last Name, and City and is potentially identified 17 + 18 +~1. Record has: Email = no, Cell Phone = no 19 + 20 +user presented with prompt asking for email or cell # to send verification code 21 + user enters cell number 22 + user gets verification code from text message 23 + user enters code 24 + form auto populated, and 25 + cell # added to profile 26 + 27 +OR 28 + 29 +user enters email address 30 + user gets verification code from email 31 + user enters code 32 + form auto populated, and 33 + email address added to profile 34 + 35 +2. Record has: Email = no, Cell Phone = yes 36 + 37 +user presented with prompt asking for email or cell # to send verification code 38 + user enters cell number 39 + user gets verification code from text message 40 + user enters code 41 + form auto populated 42 + 43 +OR 44 + 45 +user enters email 46 + user gets verification code from email 47 + user enters code 48 + form auto populated 49 + email address added to profile 50 + 51 +3. Record has: Email = yes, Cell Phone = no 52 + 53 +user presented with message the verification code was sent to email address 54 + user gets code from email 55 + user enters code 56 + form auto populated 57 + 58 +4. Record has: Email = yes, Cell Phone = yes 59 + 60 +user presented with message the verification code was sent to email address 61 + user gets code from email 62 + user enters code 63 + form auto populated 64 + 65 +**With Lookup/Challenge Questions Selected in Form Builder:** 66 +Example: User enters First Name, Last Name, and City and is potentially identified 67 + 68 +~1. Record has: Email = no, Phone = no 69 + 70 +user presented with lookup question 71 + user passes lookup * 72 + user presented with "Email Required – Provide Email to Send Username & Password" pop-up 73 + user enters email address 74 +form auto populated 75 + user receives email w/username and password 76 + 77 +2. Record has: Email = no, Phone = yes 78 + 79 +user presented with lookup question 80 + user passes lookup * 81 + user presented with "Email Required – Provide Email to Send Username & Password" pop-up 82 + user enters email address 83 + form auto populated 84 + user receives email w/username and password 85 + 86 +3. Record has: Email = yes, Phone =no 87 + 88 +user presented with lookup question 89 + user passes lookup * 90 + form auto populated 91 + 92 +4. Record has: Email = yes, Phone = yes 93 + 94 +user presented with lookup question 95 + user passes lookup * 96 + form auto populated 97 + 98 +* 99 +** On fail lookup, a message to to complete the blank form is displayed.* 100 + 101 +* 102 +** 103 +*** Lookup/Challenge Questions are selected in the Question Builder. Plase see Question Builder* **documentation for more detail on how to select Lookup Questions.** 104 + 105 +**You should set at least three lookup questions in the Question Builder. With more questions there is more probability that the system will present the user a challenge question instead of sending a verification code. Challenge/Lookup questions will only pop up if the question value is not empty; and they should be questions that are not being answered in the form. More selected lookup/challenge questions means more of a chance that a user has a response in the database to one of them and will be able to answer rather than requiring a verification code.** 106 + 107 + 108 + 109 + 110 + 111 +{{id name="End ScreenSteps Content"/}} 112 +{{/layout-cell}} 113 + 114 +{{layout-cell}} 115 + 116 + 117 +{{livesearch/}} 118 + 119 + 120 + 121 + 122 + 123 +{{expand title="More System and Setup Information"}} 124 +(% style="margin-left: 30.0px;" %) 125 + 126 + 127 +(% class="expand-content" %) 128 +((( 129 +[[ONEcount Cookies>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65727||rel="nofollow" shape="rect"]] 130 +\\[[Widget Implementation>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65622||rel="nofollow" shape="rect"]] 131 +\\[[Widget Builder>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]] 132 +\\[[ONEcount Javascript Widgets>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/ONEcount+Javascript+Widgets||shape="rect"]][[ 133 +\\ONEcount Javascript Widget Changes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||rel="nofollow" shape="rect"]][[ 134 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[Configuration Manager>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65754||rel="nofollow" shape="rect"]][[ 135 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[Smartlinks, Brand Codes, and Other Form Linkouts>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65829||rel="nofollow" shape="rect"]][[ 136 +>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[ 137 +ONEcount SSL and non-SSL Client Brand Pages>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/ONEcount+SSL+and+non-SSL+Client+Brand+Pages||rel="nofollow" shape="rect"]][[ 138 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[OpenX Zone Setup for Banner Tracking and Viewability>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/OpenX+Zone+Setup+for+Banner+Tracking+and+Viewability||rel="nofollow" shape="rect"]][[ 139 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[DFP Small Business – Create Key/Value Pair for Ad Targeting>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65873||rel="nofollow" shape="rect"]][[ 140 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[DFP Premium – Create Key/Value Pair for Ad Targeting>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65879||rel="nofollow" shape="rect"]][[ 141 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[Progressive Lookup>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Progressive+Lookup||rel="nofollow" shape="rect"]][[ 142 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[Embedding Forms in Web Pages>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Embedding+Forms+in+Web+Pages||rel="nofollow" shape="rect"]][[ 143 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[Overriding Lookup/Login Page Settings>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65896||rel="nofollow" shape="rect"]][[ 144 +>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[ 145 +Email Engine and Sender Score>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Email+Engine+and+Sender+Score||rel="nofollow" shape="rect"]][[ 146 +\\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[Global Features>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65905||rel="nofollow" shape="rect"]][[ 147 +>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||rel="nofollow" shape="rect"]][[ 148 +>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||rel="nofollow" shape="rect"]] 149 +))) 150 + 151 +(% style="margin-left: 30.0px;" %) 152 +[[ 153 +>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]] 154 +{{/expand}} 155 +{{/layout-cell}} 156 +{{/layout-section}} 157 +{{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -6 58871 +66202 - url
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/6 5887/Progressive Lookup1 +https://info.onecount.net//wiki/spaces/OD/pages/66202/Progressive Lookup