Changes for page Progressive Lookup

Last modified by Admin User on 2025/04/14 17:25
From version 4.1
edited by melanie@one-count_com
on 2016/11/09 16:35
Change comment: There is no comment for this version
To version 16.1
edited by Admin User
on 2025/04/14 17:25
Change comment: There is no comment for this version

Summary

Details

Page properties
Parent
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1 +System Setup Detail and Technical Information
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.admin
Content
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1 -
2 -
1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
3 3  {{id name="Start ScreenSteps Content"/}}
4 - (% 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.)//
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.)//
5 5  
6 -(% 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.//
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.//
7 7  
8 -(% 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.//
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.//
9 9  
10 10  === Process ===
11 11  
12 -**With No Lookup/Challenge Questions selected in Form Builder:**
13 +**With No Lookup/Challenge Questions selected in Form Builder:**
13 13  Example: User Enters First Name, Last Name, and City and is potentially identified
14 14  
15 15  ~1. Record has: Email = no, Cell Phone = no
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59 59   user enters code
60 60   form auto populated
61 61  
62 -**With Lookup/Challenge Questions Selected in Form Builder:**
63 +**With Lookup/Challenge Questions Selected in Form Builder:**
63 63  Example: User enters First Name, Last Name, and City and is potentially identified
64 64  
65 65  ~1. Record has: Email = no, Phone = no
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67 67  user presented with lookup question
68 68   user passes lookup *
69 69   user presented with "Email Required – Provide Email to Send Username & Password" pop-up
70 - user enters email address
71 + user enters email address
71 71  form auto populated
72 72   user receives email w/username and password
73 73  
... ... @@ -101,8 +101,37 @@
101 101  
102 102  **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.**
103 103  
104 -[[image:attach:media_1448999997027.png||align="center"]]
105 105  
106 106  
107 107  
108 108  {{id name="End ScreenSteps Content"/}}
109 +{{/layout-cell}}
110 +
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112 +{{panel borderStyle="solid" title="More System and Setup Information"}}
113 +{{expand title="Click here to expand..."}}
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124 +\\[[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"]]
125 +\\[[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"]]
126 +\\[[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"]]
127 +\\[[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"]]
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130 +{{/expand}}
131 +{{/panel}}
132 +
133 +
134 +
135 +
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138 +{{/layout}}
media_1448999997027.png
Author
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1 +XWiki.XWikiGuest
Size
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1 +22.4 KB
Content
Confluence.Code.ConfluencePageClass[0]
id
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1 -65889
1 +65885
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/65889/Progressive Lookup
1 +https://info.onecount.net//wiki/spaces/OD/pages/65885/Progressive Lookup