Changes for page Progressive Lookup
Last modified by Admin User on 2025/04/14 17:25
From version 1.1
edited by melanie@one-count_com
on 2016/11/09 16:34
on 2016/11/09 16:34
Change comment:
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To version 15.1
edited by Admin User
on 2025/04/10 18:39
on 2025/04/10 18:39
Change comment:
There is no comment for this version
Summary
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Page properties (3 modified, 0 added, 0 removed)
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Objects (1 modified, 0 added, 0 removed)
Details
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... ... @@ -1,0 +1,1 @@ 1 +System Setup Detail and Technical Information - Author
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. melanie@one-count_com1 +XWiki.admin - Content
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... ... @@ -1,0 +1,142 @@ 1 +{{layout}} 2 +{{layout-section ac:type="two_right_sidebar"}} 3 +{{layout-cell}} 4 +{{id name="Start ScreenSteps Content"/}} 5 + (% style="color:#808080" %)//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.)// 6 + 7 +(% style="color:#808080" %)//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.// 8 + 9 +(% style="color:#808080" %)//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.// 10 + 11 +=== Process === 12 + 13 +**With No Lookup/Challenge Questions selected in Form Builder:** 14 +Example: User Enters First Name, Last Name, and City and is potentially identified 15 + 16 +~1. Record has: Email = no, Cell Phone = no 17 + 18 +user presented with prompt asking for email or cell # to send verification code 19 + user enters cell number 20 + user gets verification code from text message 21 + user enters code 22 + form auto populated, and 23 + cell # added to profile 24 + 25 +OR 26 + 27 +user enters email address 28 + user gets verification code from email 29 + user enters code 30 + form auto populated, and 31 + email address added to profile 32 + 33 +2. Record has: Email = no, Cell Phone = yes 34 + 35 +user presented with prompt asking for email or cell # to send verification code 36 + user enters cell number 37 + user gets verification code from text message 38 + user enters code 39 + form auto populated 40 + 41 +OR 42 + 43 +user enters email 44 + user gets verification code from email 45 + user enters code 46 + form auto populated 47 + email address added to profile 48 + 49 +3. Record has: Email = yes, Cell Phone = no 50 + 51 +user presented with message the verification code was sent to email address 52 + user gets code from email 53 + user enters code 54 + form auto populated 55 + 56 +4. Record has: Email = yes, Cell Phone = yes 57 + 58 +user presented with message the verification code was sent to email address 59 + user gets code from email 60 + user enters code 61 + form auto populated 62 + 63 +**With Lookup/Challenge Questions Selected in Form Builder:** 64 +Example: User enters First Name, Last Name, and City and is potentially identified 65 + 66 +~1. Record has: Email = no, Phone = no 67 + 68 +user presented with lookup question 69 + user passes lookup * 70 + user presented with "Email Required – Provide Email to Send Username & Password" pop-up 71 + user enters email address 72 +form auto populated 73 + user receives email w/username and password 74 + 75 +2. Record has: Email = no, Phone = yes 76 + 77 +user presented with lookup question 78 + user passes lookup * 79 + user presented with "Email Required – Provide Email to Send Username & Password" pop-up 80 + user enters email address 81 + form auto populated 82 + user receives email w/username and password 83 + 84 +3. Record has: Email = yes, Phone =no 85 + 86 +user presented with lookup question 87 + user passes lookup * 88 + form auto populated 89 + 90 +4. Record has: Email = yes, Phone = yes 91 + 92 +user presented with lookup question 93 + user passes lookup * 94 + form auto populated 95 + 96 +* 97 +** On fail lookup, a message to to complete the blank form is displayed.* 98 + 99 +* 100 +** 101 +*** Lookup/Challenge Questions are selected in the Question Builder. Plase see Question Builder* **documentation for more detail on how to select Lookup Questions.** 102 + 103 +**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.** 104 + 105 + 106 + 107 + 108 +{{id name="End ScreenSteps Content"/}} 109 +{{/layout-cell}} 110 + 111 +{{layout-cell}} 112 +{{panel borderStyle="solid" title="Search all Documentation:"}}{{/panel}} 113 + 114 +{{panel borderStyle="solid" title=" Search System and Setup Information:"}}{{/panel}} 115 + 116 +{{panel borderStyle="solid" title="More System and Setup Information"}} 117 +{{expand title="Click here to expand..."}} 118 +[[ONEcount Cookies>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65727||shape="rect"]] 119 +\\[[Widget Implementation>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65622||shape="rect"]] 120 +\\[[Widget Builder>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]] 121 +\\[[doc:ONEcount Javascript Widgets]] 122 +\\[[ONEcount Javascript Widget Changes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]] 123 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[Configuration Manager>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65754||shape="rect"]] 124 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[Smartlinks, Brand Codes, and Other Form Linkouts>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65829||shape="rect"]][[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]] 125 +[[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||shape="rect"]] 126 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[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||shape="rect"]] 127 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[DFP Small Business – Create Key/Value Pair for Ad Targeting>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65873||shape="rect"]] 128 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[DFP Premium – Create Key/Value Pair for Ad Targeting>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65879||shape="rect"]] 129 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[Progressive Lookup>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Progressive+Lookup||shape="rect"]] 130 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[Embedding Forms in Web Pages>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Embedding+Forms+in+Web+Pages||shape="rect"]] 131 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[Overriding Lookup/Login Page Settings>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65896||shape="rect"]][[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]] 132 +[[Email Engine and Sender Score>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Email+Engine+and+Sender+Score||shape="rect"]] 133 +\\[[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735]][[Global Features>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65905||shape="rect"]][[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]][[url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]] 134 +{{/expand}} 135 +{{/panel}} 136 + 137 + 138 + 139 + 140 +{{/layout-cell}} 141 +{{/layout-section}} 142 +{{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -6588 71 +65885 - url
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/6588 7/Progressive Lookup1 +https://info.onecount.net//wiki/spaces/OD/pages/65885/Progressive Lookup