Wiki source code of Progressive Lookup

Last modified by Admin User on 2025/04/14 17:25

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6.1	1	{{layout}}
	2	{{layout-section ac:type="two_right_sidebar"}}
	3	{{layout-cell}}
3.1	4	{{id name="Start ScreenSteps Content"/}}
15.1	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.)//
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15.1	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.//
3.1	8
15.1	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.//
3.1	10
	11	=== Process ===
	12
15.1	13	With No Lookup/Challenge Questions selected in Form Builder:
3.1	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
15.1	63	With Lookup/Challenge Questions Selected in Form Builder:
3.1	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
15.1	71	user enters email address
3.1	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
16.1	96	*
3.1	97	** On fail lookup, a message to to complete the blank form is displayed.*
	98
16.1	99	*
	100	**
3.1	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.
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	108	{{id name="End ScreenSteps Content"/}}
6.1	109	{{/layout-cell}}
	110
	111	{{layout-cell}}
14.1	112	{{panel borderStyle="solid" title="More System and Setup Information"}}
15.1	113	{{expand title="Click here to expand..."}}
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15.1	117	\\[[doc:ONEcount Javascript Widgets]]
	118	\\[[ONEcount Javascript Widget Changes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751\|\|shape="rect"]]
	119	\\[[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"]]
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	122	\\[[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"]]
	123	\\[[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"]]
	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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14.1	130	{{/expand}}
	131	{{/panel}}
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6.1	136	{{/layout-cell}}
	137	{{/layout-section}}
	138	{{/layout}}