Last modified by steven@one-count_com on 2018/07/10 16:47
Show last authors
1 {{layout}}
2 {{layout-section ac:type="two_right_sidebar"}}
3 {{layout-cell}}
4 //A SmartLink is a link in an email that you send to a ONEcount user that will automatically identify and log that user in when they click on the link.//
5
6 //This lesson will provide you with information on SmartLinks, including proper formatting.//
7
8 //There are other types of form linkouts, such as edit profile links, password recovery links, branded pages, etc. Directions on formatting these links is included after the SmartLink section.//
9
10 (% class="western" %)
11 == SMARTLINKS ==
12
13 The theory behind SmartLinks is simple: You sent the email, so you know who that person is. All you have to do is embed a token in the links in your email to tell ONEcount who the user is when they click on the link. *
14
15
16
17 *This token varies based on the email marketing platform you use , e.g. ONEcount's integrated Email Engine, Real Magnet/MagnetMail, Exact Target, Silverpop, etc. (See more detail below.)
18
19
20
21 Upon clicking on a SmartLink, two things will happen:
22
23 1) the user will be authenticated automatically for access-controlled content; and
24
25 2) the user will be identified in the system as a ONEcount user and a cookie will be set, allowing you to track as a known user all activities across your online properties.
26
27
28
29 (% class="western" %)
30 == SmartLinks Process Flow ==
31
32 ~1. User Clicks on a SmartLink
33
34
35
36 2. System checks for a local cookie
37
38 If local cookie found, use that ID
39
40
41
42 3. If no local cookie found, check global cookie
43
44 If global cookie found, set temp cookie from global cookie
45
46
47
48 4. If no global cookie found, check device ID
49
50 If device ID found, set global cookie and local cookie
51
52
53
54 5. If no device ID found, present a pre-selected challenge question
55
56 If challenge question answered correctly, set local and global cookie
57
58
59
60 6. If challenge question not answered correctly, send to login page
61
62 (% class="western" %)
63 == Where to Use SmartLinks ==
64
65 Replace all of the links in your newsletter with SmartLinks.
66
67 Using SmartLinks correctly requires changing your email template. Most media companies use pre-defined templates in a Content Management System to create individual e-newsletters. See below for token format for ONEcount integrated ESPs.
68
69 In other words, if your newsletter has a link like this:
70
71 [[http:~~/~~/www.mysite.com/article.html>>url:http://www.mysite.com/article.html||shape="rect"]]
72
73
74
75 Change it to this:
76
77 [[http:~~/~~/www.mysite.com/article.html?SMARTLINK_TOKEN>>url:http://www.mysite.com/article.html?SMARTLINK_TOKEN||shape="rect"]]
78
79
80
81 Using SmartLinks correctly requires changing your email template. Most media companies use predefined templates in a Content Management System to create individual e-newsletters. To enable SmartLinks in a template, simply add the smartlink token format defined below for your ESP (Email Service Provider).
82
83 (% class="western" %)
84 == Creating OCID Attribute/Data Field in ESP ==
85
86 An attribute or data field called smartlinkhash needs to be created in your ESP.
87
88 This needs to be a varchar type field of length 64.
89
90 This field will be loaded with the corresponding partner hash id for the user from ONEcount.
91
92 (% class="western" %)
93 == Placement of Smartlink Token ==
94
95 Append the token to the end of a URL, except as noted in the first bullet in "Notes" below.
96
97 (% class="western" %)
98 == Token Format ==
99
100 Using the regular link [[http:~~/~~/www.mysite.com/article.html>>url:http://www.mysite.com/article.html||shape="rect"]] as an example, following are SmartLink formats for ONEcount's email engine, MagnetMail, Silverpop, and Exact Target.
101
102
103
104 ESP's will automatically replace the token with the user's credentials, allowing them to automatically authenticate with ONEcount. If you use an ESP other than Real Magnet, Silverpop, or Exact Target, please contact ONEcount to obtain the proper token format.
105
106
107
108 Note that if the link already has “?” and parameters, precede the SMARTLINK_TOKEN with “&”; otherwise precede with “?”.
109
110
111
112 **ONEcount Email Engine (PHPList) (No addition needed)**
113
114 [[MYSITE.com/article.html>>url:http://MYSITE.com/article.html||shape="rect"]]
115
116
117
118 **MagnetMail**
119
120 &oc_slh=insert_smartlinkhash
121
122 ?oc_slh=insert_smartlinkhash
123
124 [[mysite.com/article.html?oc_slh=insert_CUSTOM1*>>url:http://mysite.com/article.html?oc_slh=insert_CUSTOM1*||shape="rect"]]
125
126
127
128 *The actual smartlink hash will vary depending upon what custom field the hash is loaded in. i.e. If thesmartlink hash is loaded into Custom 1 field, then the link parameter will be oc_slh=INSERT_CUSTOM1; if it is loaded in Custom 5 field, it will be oc_slh=INSERT_CUSTOM5; and so on. So, the part after INSERT_ will depend on which field the smart link hash is loaded into magnetmail.
129
130
131
132 **Silverpop**
133
134 &oc_slh=[smartlinkhash]
135
136 ?oc_slh=[smartlinkhash]
137
138 [[mysite.com/article.html?oc_slh=~[smartlinkhash>>url:http://mysite.com/article.html?oc_slh=[smartlinkhash||shape="rect"]]]
139
140
141
142 **Exact Target**
143
144 &oc_slh=%%smartlinkhash%%
145
146 ?oc_slh=%%smartlinkhash%%
147
148 [[mysite.com/article.html?oc_slh=%%smartlinkhash%%>>url:http://mysite.com/article.html?oc_slh=%%smartlinkhash%%||shape="rect"]]
149
150 (% class="western" %)
151 == Notes ==
152
153
154
155 If you're using a SmartLink to a ONEcount Renewal or Edit Profile/Unsubscribe form in a newsletter, the links will include the "&type=renewal" or "&type=unsubscribe&profile=y" parameter at the end of the link. The SmartLink token is to be placed BEFORE the "&type..." parameter. You can display the renewal and edit profile/unsubscribe SmartLink format each ONEcount form you create. See [[How to Manage Forms >>path:#Lesson162||shape="rect"]]for more detail where to find the links and link formats.
156
157 **Example:** [[http:~~/~~/ocreg.DOMAIN_NAME/onecount/>>url:http://ocreg.DOMAIN_NAME/onecount/||shape="rect"]] flexreg/listredirect.cgi?form=21**&%%smartlinkhash%%&type=unsubscribe&profile=y **(Exact Target Edit Profile/Unsubscribe SmartLink format)
158
159
160
161
162
163 If adding a Brand code to a Smart Renewal or Edit Profile/Unsubscribe form, place it after the smartlink tokenand before **&type.**
164
165 **Example:** [[http:~~/~~/ocreg.DOMAIN_NAME/onecount/>>url:http://ocreg.DOMAIN_NAME/onecount/||shape="rect"]] flexreg/listredirect.cgi?form=21&%%smartlinkhash%%**&brand=ABC**&type=unsubscribe&profile=y
166
167
168
169
170
171 If using an email provider other than ONEcount, MagnetMail, Exact Target, or Silverpop, please contact ONEcount re: integration with your email provider.
172
173
174
175
176
177 One problem with embedding a personalized link in an e-mail is that if the e-mail is forwarded to another user, the personalized link is also forwarded. This means that if you don't take special precautions, Fred Smith can forward an e-mail with SmartLinks in it to 10 people; each of those 10 people would be identified (and cookied) in ONEcount as “Fred Smith” when they click on the links in that e-mail. We don't want that to happen.
178
179
180
181 Stopping users who receive a forwarded copy of an e-mail with SmartLinks requires you to change the CSS in your e-mail template. To do this, use the following <style> block in your next email, and add the class original-only to the SmartLinks. You can also add a class forwarded-only if you would like an alternative, non-personalized link to the article.
182
183
184
185 The non-personalized link (the one without OCVALIDATE) will require the person who receives the forwarded e-mail to authenticate if the page the link points to require registration or authentication.
186
187
188
189 For example:
190
191
192
193 <style type="text/css">
194
195
196
197 blockquote .original-only, .WordSection1 .original-only {
198
199
200
201 display: none !important;
202
203
204
205 }blockquote .forwarded-only, .WordSection1 .forwarded-only {
206
207
208
209 display: block !important;
210
211
212
213 }
214
215
216
217 </style><p class="original-only">
218
219
220
221 <a href="[[http:~~/~~/www.mysite.com/article.html?OCVALIDATE>>url:http://www.mysite.com/article.html?OCVALIDATE||shape="rect"]]”> Article Headline</a>
222
223
224
225 </p><p style="display: none">
226
227
228
229 <a href="[[http:~~/~~/www.mysite.com/article.html>>url:http://www.mysite.com/article.html||shape="rect"]]”> Article Headline</a>
230
231
232
233 </p>
234
235 This method is not foolproof, and works with most current mail clients. It does not work with GMAIL, which is known to strip out CSS content from e-mails.
236
237
238
239 See the link below for further info:
240
241
242
243 [[http:~~/~~/jonathan-kim.com/2011/programmatically-customizing-a-forwarded-email/>>url:http://jonathan-kim.com/2011/programmatically-customizing-a-forwarded-email/||shape="rect"]]
244
245 (% class="western" %)
246 == BRAND CODES ==
247
248 ONEcount's Brand Tool allows you to create individually branded forms, Login/Lookup and Forgot Password form pages. By default your forms display on a page in your site's look and feel, with a designated header and footer. Use the Brand tool if you have multiple brands and wish to create/maintain a separate identity for each brand by displaying various forms in the look and feel of each brand rather than on a default umbrella-branded page.
249
250 (% class="western" %)
251 == Placement of Brand Token ==
252
253 Append the Brand Code (token) to the end of a URL.
254
255 (% class="western" %)
256 == Token Format ==
257
258 **Form URLS (including Login/Lookup and Forgot Password Form Pages)**
259
260
261
262 __**Standard Form URLS that DO NOT end with ".cgi"**__
263
264 Add** &brand=[CODE] **where [CODE] is the code you created to the end of the form URL. **~*~***
265
266
267
268 //Example~://
269
270 Brand Code = **ABC**
271
272 Standard Link = [[http:~~/~~/ocreg.gcnmedia.com/onecount/reg/registerForm>>url:http://ocreg.gcnmedia.com/onecount/reg/registerForm||shape="rect"]]**.**cgi?form=58.
273
274 Link with Brand Code = [[http:~~/~~/ocreg.gcnmedia.com/onecount/reg/registerForm.cgi?form=58>>url:http://ocreg.gcnmedia.com/onecount/reg/registerForm.cgi?form=58||shape="rect"]]**&brand=ABC**
275
276 Using the Brand Code, Form 58 will display the form on the ABC branded page created in your CMS.
277
278
279
280 __**Form URLS that DO end with ".cgi"**__
281
282 Add **?brand=[CODE]** where [CODE] is the code you created. **~*~***
283
284
285
286 //Example//:
287
288 Brand Code = **ABC**
289
290 Standard Link = [[http:~~/~~/ocreg.gcnmedia.com/onecount/login/loginlogout.cgi>>url:http://ocreg.gcnmedia.com/onecount/login/loginlogout.cgi||shape="rect"]]
291
292 Link with Brand Code = [[http:~~/~~/ocreg.gcnmedia.com/onecount/login/loginlogout.cgi>>url:http://ocreg.gcnmedia.com/onecount/login/loginlogout.cgi||shape="rect"]]**?brand=ABC**
293
294
295
296 **~*~*** **This is a subtle, but critical difference:** URLs that DO NOT end with ".cgi" use the format **&brand=[CODE] **and URLs that DO end with ".cgi" use the format **?brand=[CODE]**
297
298 (% class="western" %)
299 == Notes ==
300
301
302
303 You must first create in your CMS a blank page with only a header and footer for each brand. The URL for this page will be entered in the Brand tool, identifying the page to pull the branded header/footer from.
304
305
306
307 You must include the following markers on the brand page you create in your CMS:
308
309
310
311 <!~-~-onecount_header~-~-> Place in the page where the header will END
312
313 <!~-~-onecount_footer~-~-> Place in the page where the footer will START
314
315
316
317 If you require a separate header/footer page for mobile, you must also create that page.
318
319
320
321
322
323 See[[ Brand Tool >>path:#Lesson163||shape="rect"]]documentation for more information on creating Brands and Brand Codes.
324
325 (% class="western" %)
326 == LOOKUP/LOGIN, FORGOT PASSWORD, AND EDIT PROFILE LINKOUTS ==
327
328 Note that in order for a form to display in your site's look and feel, you must first create in your CMS a blank page with only a header and footer for your brand.
329
330
331
332 You must include the following markers on the brand page you create in your CMS:
333
334
335
336 <!~-~-onecount_header~-~-> Place in the page where the header will END
337
338 <!~-~-onecount_footer~-~-> Place in the page where the footer will START
339
340
341
342 If you require a separate header/footer page for mobile, you must also create that page.
343
344 (% class="western" %)
345 == URL Formats ==
346
347 **Lookup/Login Form**
348
349 ocreg.DOMAIN_NAME/onecount/login/loginlogout.cgi
350
351
352
353 This URL will bring up the Lookup/Login form, in your site/brand look and feel.
354
355 (% align="CENTER" %)
356
357
358 **Forgot Password Form**
359
360 ocreg.DOMAIN_NAME/onecount/login/forgotpassword.cgi
361
362
363
364 This URL will bring up the Forgot Password form, in your site/brand look and feel
365
366 (% align="CENTER" %)
367
368
369 **Edit Profile/Unsubscribe Form**
370
371 ocreg.DOMAIN_NAME/onecount/flexreg/editprofile.cgi *****
372
373
374
375 This URL will bring up your Edit Profile/Unsubscribe form, in your site/brand look and feel. This form is a regular form that allows the user to make demographic information, and at the bottom of the form is a list of unsubscribed products with the option to unsubscribe.
376
377
378
379 *****This link is only for linking out on your website. It is NOT a newsletter SmartLink for auto-login to an Edit Profile/Unsubscribe form. See above for information on email SmartLink formats.
380
381 (% align="CENTER" %)
382
383
384 (% align="CENTER" %)
385
386 \\
387
388 (% align="CENTER" %)
389
390 \\
391 {{/layout-cell}}
392
393 {{layout-cell}}
394 {{panel borderStyle="solid" title="Search all Documentation:"}}
395
396
397 {{livesearch/}}
398 {{/panel}}
399
400 {{panel borderStyle="solid" title=" Search System and Setup Information:"}}
401
402
403 {{pagetreesearch rootPage="System and Setup Information"/}}
404 {{/panel}}
405
406 {{panel borderStyle="solid" title="More System and Setup Information"}}
407 {{expand}}
408 [[ONEcount Cookies>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65727||shape="rect"]]
409 \\[[Widget Implementation>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65622||shape="rect"]]
410 \\[[Widget Builder>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]]
411 \\[[doc:ONEcount Javascript Widgets]][[
412 \\ONEcount Javascript Widget Changes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]][[
413 \\>>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"]][[
414 \\>>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"]][[
415 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[
416 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"]][[
417 \\>>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"]][[
418 \\>>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"]][[
419 \\>>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"]][[
420 \\>>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"]][[
421 \\>>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"]][[
422 \\>>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"]][[
423 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[
424 Email Engine and Sender Score>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/Email+Engine+and+Sender+Score||shape="rect"]][[
425 \\>>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"]][[
426 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65735||shape="rect"]][[
427 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]][[
428 >>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=65751||shape="rect"]]
429 {{/expand}}
430 {{/panel}}
431
432
433
434
435
436
437 {{/layout-cell}}
438 {{/layout-section}}
439 {{/layout}}