Wiki source code of Progressive Lookup

Last modified by melanie@one-count_com on 2016/12/13 13:30
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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.)//
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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.//
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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.//
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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.**
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129 [[ONEcount Cookies>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65727||shape="rect"]]
130 \\[[Widget Implementation>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65622||shape="rect"]]
131 \\[[Widget Builder>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]]
132 \\[[doc:ONEcount Javascript Widgets]][[
133 \\ONEcount Javascript Widget Changes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]][[
134 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[Configuration Manager>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65754||shape="rect"]][[
135 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[Smartlinks, Brand Codes, and Other Form Linkouts>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65829||shape="rect"]][[
136 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||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||shape="rect"]][[
138 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||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||shape="rect"]][[
139 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||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||shape="rect"]][[
140 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[DFP Premium – Create Key/Value Pair for Ad Targeting>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65879||shape="rect"]][[
141 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[Progressive Lookup>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Progressive+Lookup||shape="rect"]][[
142 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[Embedding Forms in Web Pages>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Embedding+Forms+in+Web+Pages||shape="rect"]][[
143 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[Overriding Lookup/Login Page Settings>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65896||shape="rect"]][[
144 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[
145 Email Engine and Sender Score>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Email+Engine+and+Sender+Score||shape="rect"]][[
146 \\>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[Global Features>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65905||shape="rect"]][[
147 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[
148 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]][[
149 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]]
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