Last modified by caterina on 2021/10/08 15:02
From version 5.1
edited by melanie@one-count_com
on 2016/12/08 11:26
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To version 10.1
edited by caterina
on 2021/10/08 15:02
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1 -Source Codes - How to Create and Manage Source Codes (v12.x)
1 +Source Codes - How to Create and Manage Source Codes
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1 +Create and Manage Your Inventory
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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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  
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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.
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43 43  
44 44  === OPENING THE "MANAGE SOURCE CODE" WINDOW ===
45 45  
46 -=== Select INVENTORY from the main menu. ===
46 +=== Select SETUP from the main menu. ===
47 47  
48 -[[image:attach:media_1433279954103.png||align="center"]]
48 +[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
49 49  
50 50  === Select "Source Codes" from the sub-menu. ===
51 51  
52 -[[image:attach:media_1433279992915.png||align="center"]]
52 +[[image:attach:Screen Shot 2021-10-08 at 3.51.42 PM (2).png||thumbnail="true" height="250"]]
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  
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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  
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68 68  * Appending the ID of 37 to the link to the form in the newsletter will override the source code 24, which is the original code attached to Form 15.
69 69  * Clicking on the smartlink in the email campaign will attach source code 37 to the user's record, and a query can be run to pull a count of all users with Source Code 37, which is the count of how many users completed the form after accessing it via the promotional email.
70 70  
71 -The format for appending a source code to the end of the URL is – **&d`src_code=X** where X is the Code ID. (e.g. &src_code=8)
71 +The format for appending a source code to the end of the URL is – **&src_code=X** where X is the Code ID. (e.g. &src_code=8)
72 72  
73 73  === CREATE A NEW SOURCE CODE ===
74 74  
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84 84  
85 85  The red asterisk beside "Source Code" indicates the field is required. You will receive a notification to enter a code name if you leave this blank.
86 86  
87 -If the source code will have a parent code for audit purposes, select a parent code from the drop-down menu, as shown below.
87 +If the source code will have a parent code for audit purposes, select a parent code from the drop-down menu, as shown below. If the desired parent code isn't in the list, you'll need to create it.
88 88  
89 89  [[image:attach:media_1433445160557.png||align="center"]]
90 90  
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142 142  {{/layout-cell}}
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144 144  {{layout-cell}}
145 -**Search all Documentation:**
145 +{{panel title="Search all Documentation:"}}
146 146  
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148 +{{livesearch/}}
149 +{{/panel}}
148 148  
149 -{{livesearch/}}
151 +{{panel title="Search INVENTORY Documentation:"}}
150 150  
151 -
152 152  
153 -**Search INVENTORY Documentation:**
154 -
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156 -
157 157  {{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
155 +{{/panel}}
158 158  
159 -
160 -
161 -{{expand title="More INVENTORY Documentation"}}
157 +{{panel title="More INVENTORY Documentation:"}}
158 +{{expand}}
162 162  (% style="margin-left: 30.0px;" %)
163 163  [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
164 164  
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210 210  (% style="margin-left: 30.0px;" %)
211 211  [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
212 212  {{/expand}}
210 +{{/panel}}
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213 213  {{/layout-cell}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67466/Source Codes - How to Create and Manage Source Codes (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66463/Source Codes - How to Create and Manage Source Codes