Last modified by caterina on 2021/10/08 15:02
From version 8.1
edited by mikef
on 2018/02/26 10:58
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To version 10.1
edited by caterina
on 2021/10/08 15:02
Change comment: There is no comment for this version

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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.mikef
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.)
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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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236 236  {{/layout-cell}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927755/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