Changes for page Source Codes - How to Create and Manage Source Codes
Last modified by caterina on 2021/10/08 15:02
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... ... @@ -4,7 +4,7 @@ 4 4 5 5 6 6 {{id name="Start ScreenSteps Content"/}} 7 -Source Codes are used to track the source of a transaction, ie the source of the user/name in the ONEcount database. When assigned to a form, a source code can be used as a selection to track what form a user completed, i.e. the source of that name. They are also used when generating lists and reports, to track what list a user came from when importing users, or to show which e-mail campaign a user came from . (A source code tag can be appended to links in a newsletter campaign to override a source code assigned when a form is created, which allows you to identify that a user was directed to a form and came into the system from a link in that campaign.) 7 + Source Codes are used to track the source of a transaction, ie the source of the user/name in the ONEcount database. When assigned to a form, a source code can be used as a selection to track what form a user completed, i.e. the source of that name. They are also used when generating lists and reports, to track what list a user came from when importing users, or to show which e-mail campaign a user came from . (A source code tag can be appended to links in a newsletter campaign to override a source code assigned when a form is created, which allows you to identify that a user was directed to a form and came into the system from a link in that campaign.) 8 8 9 9 Source Codes are created in the Source Codes tool in the INVENTORY module, and this lesson describes how to create and manage them. 10 10 ... ... @@ -21,7 +21,7 @@ 21 21 * (For audited publications, this is the same concept as using a promo key/code and source identifier to identify the source of a name – i.e. promo key = the individual source a name/transaction came from and source identifier = telemarketing direct request, telemarketing company request, etc..) 22 22 23 23 (% style="text-decoration: underline;" %)For example:(%%) 24 -To assign a child and parent source code to an online form: 24 + To assign a child and parent source code to an online form: 25 25 26 26 * Create a "child/subordinate" code for the online form, e.g. OLFORM123. 27 27 * Create a "parent" code for the source identifier, e.g. Direct Request-Internet. ... ... @@ -43,13 +43,13 @@ 43 43 44 44 === OPENING THE "MANAGE SOURCE CODE" WINDOW === 45 45 46 -=== Select SETUPfrom the main menu. ===46 +=== Select INVENTORY from the main menu. === 47 47 48 -[[image:attach: Screen Shot 2021-09-23at4.20.31 PM (2).png||thumbnail="true"height="250"]]48 +[[image:attach:media_1433279954103.png||align="center"]] 49 49 50 50 === Select "Source Codes" from the sub-menu. === 51 51 52 -[[image:attach: Screen Shot 2021-10-08at 3.51.42PM (2).png||thumbnail="true"height="250"]]52 +[[image:attach:media_1433279992915.png||align="center"]] 53 53 54 54 This will open the Manage Source Code window where you will see a table listing all existing source codes in alphabetical order and a link to create a new code. For each Source Code you will see the Source Code ID #, name, expand icon for codes with child (subordinate) codes, and icons to edit or delete code(s). (See below.) 55 55 ... ... @@ -58,7 +58,7 @@ 58 58 Note the page-through and search functionality. 59 59 60 60 **Source Codes and Smartlinks:** 61 -Source Code ID #s can be used in smartlinks, and a source code ID appended to a smartlink will override a source code attached to a particular form. 61 + Source Code ID #s can be used in smartlinks, and a source code ID appended to a smartlink will override a source code attached to a particular form. 62 62 63 63 **For example:** 64 64 ... ... @@ -209,30 +209,30 @@ 209 209 {{/expand}} 210 210 {{/panel}} 211 211 212 - \\212 + 213 213 214 - \\214 + 215 215 216 216 ** 217 217 ** 218 218 219 - \\219 + 220 220 221 - \\221 + 222 222 223 - \\223 + 224 224 225 - \\225 + 226 226 227 - \\227 + 228 228 229 - \\229 + 230 230 231 - \\231 + 232 232 233 - \\233 + 234 234 235 - \\235 + 236 236 {{/layout-cell}} 237 237 {{/layout-section}} 238 238 {{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 66463/Source Codes - How to Create and Manage Source Codes1 +https://info.onecount.net//wiki/spaces/OD/pages/54198332/Source Codes - How to Create and Manage Source Codes