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5 The Configuration Manager allows you to set system configurations, including configurable texts such as "from/subject/body" texts for system confirmation emails; mappings for default edit profile, password recovery, and lookup forms; Dashboard display settings; online payment settings; and various other settings.
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7 This lesson provides detail on these settings and configurations.
8
9 **OPENING THE CONFIG MANAGER WINDOW**
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11 **Select SETUP from the main menu.**
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13 [[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM.png||thumbnail="true" height="250"]]
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15 **Select CONFIG MANAGER from the sub-menu.**
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17 [[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM copy 2.png||thumbnail="true" height="250"]]
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19 This will open the Configuration Manager main window, as shown below.
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21 [[image:attach:media_1434644318225.png||align="center"]]
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23 To expand or hide details of a section, e.g. Configurable Texts, Mappings, etc. click anywhere on the gray bar for that section heading.
24
25 === Configurable Texts ===
26
27 \\
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29 NOTE: In these configurable texts, clients have the ability to customize the "From" address on a variety of email's that will be deployed directly from ONEcount on behalf of your domain. These emails include new subscription confirmations, forgot password recovery, among others.
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31 E-mail delivery has gotten more and more difficult, with various providers changing their filters and rules on a routine basis. Currently, our recommendation is to set your e-mail address so that it appears to come from the onecount.net network. If you do, your messages will be signed with our DKIM signatures, and use our IP addresses which are published as part of our network. You can put anything you want in the display portion of the From line, but it's important that the address part be: [[CLIENT-CODE@customers.onecount.net>>mailto:CLIENT-CODE@customers.onecount.net.||shape="rect"]], where CLIENT-CODE is the 2 - 6 letter code that is part of your customer configuration.
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33 An example is this:
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35 PMG360 Research <pmg@customers.onecount.net>
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37 This recommendation is current as of 4/25/2022, and will be updated as needed.
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39 [[image:attach:media_1434742448607.png||align="center"]]
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41 [[image:attach:media_1434740409189.png||align="center"]]
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43 [[image:attach:media_1434744552065.png||align="center"]]
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45 [[image:attach:media_1434741190663.png||align="center"]]
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47 ONEcount forms have a progressive lookup feature whereby a user will be identified by demographic information entered on the form. The system will look up the user based on the information being progressively entered – e.g. first name, last name – and auto-populate the form when the user is identified. Please see Progressive Lookup documentation for more information.
48
49 **With No Lookup Questions*** selected:*
50 Enter First Name and Last Name
51
52 ~1. Record has: Email = no, Phone = no
53
54 get prompt asking for email or cell # to send verification code
55 entered cell number (2072154291),
56 get code from text message
57 enter code
58 form auto populated, and
59 cell # added to profile
60
61 2. Record has: Email = no, Phone = yes
62
63 get prompt asking for email or cell # to send verification code
64 entered email (melanie@gcnmedia.com)
65 get code from email and enter
66 form auto populated
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68 3. Record has: Email = yes, Phone = no
69
70 get message the verification code was sent to 'melanie@gcnmedia.com'
71 get code from email and enter
72 form auto populated
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74 4. Record has: Email = yes, Phone = yes
75
76 get message the verification code was sent to 'melanie@gcnmedia.com'
77 get code from email and enter
78 form auto populated
79
80 **With Lookup Questions*** Selected:*
81 Enter First Name and Last Name
82
83 ~1. Record has: Email = no, Phone = no
84
85 get lookup question
86 pass lookup *
87 get "Email Required – Provide Email to Send Username & Password" pop-up
88 give email address (melanie@gcnmedia.com)
89 form auto populated
90 email received w/username and password
91
92 2. Record has: Email = no, Phone = yes
93
94 get lookup question
95 pass lookup *
96 get "Email Required – Provide Email to Send Username & Password" pop-up
97 give email address (melanie@gcnmedia.com)
98 form auto populated
99 email received w/username and password
100
101 3. Record has: Email = yes, Phone =no
102
103 get lookup question
104 pass lookup *
105 form auto populated
106
107 4. Record has: Email = yes, Phone = yes
108
109 get lookup question
110 pass lookup *
111 form auto populated
112
113 * On fail lookup, a message to to complete the form is presented.
114 ** Lookup/Challenge Questions are selected in the Question Builder. Plase see Question Builder documentation for more detail on selecting Lookup/Challenge Questions.
115
116 See Progressive Lookup documentation for more detail on Progressive Lookup functionality.
117
118 === Mappings ===
119
120 [[image:attach:media_1468953705709.png||align="center"]]
121
122 //**Screenshot A**//
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124 [[image:attach:media_1468954476505.png||align="center"]]
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126 Email (Question ID 388), First Name (Question ID 424), Last Name (Question ID 425), Title (Question ID 399), and State/Province (Question ID 420) are displayed on search result results.
127
128 \\
129
130 **//Screenshot B//**
131
132 [[image:attach:media_1468954889721.png||align="center"]]
133
134 The Edit Profile/Unsubscribe form in this example has one question: Email. You can create a form with as many questions as you wish. Notice the list of subscribed products and the option to renew or unsubscribe from each at the bottom of the form. You can select products that you don't want to appear on this form, e.g. promo mail lists, inactives, etc. This is done in the Other Setting section of the Config Manager.
135
136 === Dashboard ===
137
138 [[image:attach:media_1434737784158.png||align="center"]]
139
140 Dashboard configurations allow you to set what components will appear in a Dashboard.
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142 1 = True/Show; 0 = False/Don't Show
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144 For example, in the screenshot above you will be able to select and pull statistics for Banner and Email Campaigns, but not for BG2GO supplier directory (if you have BG2GO). The BG2GO default is always "0".
145
146 === Payment Method ===
147
148 [[image:attach:media_1468953254424.png||align="center"]]
149
150 If you will be using ONEcount forms and accepting payment through ONEcount, you'll need to configure this section. ONEcount currently uses the PayPal Payflow Pro payment gateway, so you'll need to have an account set up with them.
151
152 Simply enter the account information here and you're done!
153
154 === Other Settings ===
155
156 [[image:attach:media_1468955286154.png||align="center"]]
157
158 (% style="color: rgb(0,0,0);" %)*Not displaying products allows the fom to be use solely for changing demographic information, with no transactional activity. If you set this option to False, be sure that there's a mechanism in place for your users to opt out, e.g. (%%)one-click opt-out option where a user can simply click on a link to be removed from a list, rather than being sent to an edit profile/unsubscribe page OR that your email opt out link is the renewal link for a form and that the product being opted out of is attached to that form OR that you provide a contact email or telephone number to opt out.
159
160 (% style="color: rgb(0,0,0);" %)This option is used in conjunction with "Edit Profile Form ID" under "Mappings" above.
161
162 [[image:attach:media_1468956133363.png||align="center"]]
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164 (% align="center" %)
165 **
166 Initial Configurations (Content Recommendations)(% style="text-align: left;" %) [[doc:OD.Utilities - Recommendations]](%%)**
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168 This is a configuration option that defines what meta-tag ONEcount should look for the page/article details. If the content fields required are not provided, then the default code below will be used. Metatags define the tag in the name or property field and set the value in the content field. We are going to work with the property and content fields only.
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170 \\
171
172 Start by clicking **Utilities** then **Config Manager**. Click “**Configuration >> Other Configurations**” and finally “**Other  Configurations >> Article Metadata**”
173
174 [[image:attach:image2018-6-27 21:50:4.png||height="250"]]
175
176 The "**Other Configurations >> Article Metadata"** section will expand and you will be presented with the input fields that must be filled to configure ONEcount for content metadata (screenshot below).
177
178 [[image:attach:image2018-6-27 21:51:17.png||height="250"]]
179 \\
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181 These are the fields needed:
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183 * **title**: this is going to be extracted from the **og:title** property content field
184 * **description**: will be extracted from the **og:description** property content field
185 * **image**: will be extracted from the **og:image** property content field
186 * **published_time**: will be extracted from the **article:published_time** property content field
187 * **modified_time**: will be extracted from the **article:modified_time** property
188
189 Below is an example of tag we are going to work with
190
191 <meta property="og:title" content="What’s Eating You? Clothes Moths (Tineola Species)" />
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193 Please refer to the Open Graph Protocol for more information __[[http:~~/~~/ogp.me/>>url:http://ogp.me/||shape="rect"]]__
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200 {{layout-cell}}
201 **Search all Documentation:**
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205 {{livesearch/}}
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207 \\
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209 **Search System UTILITIES:**
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213 {{pagetreesearch rootPage="System Utilities"/}}
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215 \\
216
217 **On this page:**
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221 {{toc maxLevel="3"/}}
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223 \\
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225 {{expand title="More System UTILITIES"}}
226 [[QR Codes>>doc:Utilities - QR Codes]]
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228 (% style="margin-left: 30.0px;" %)
229 [[Job List>>doc:Utilities - Job List]]
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231 (% style="margin-left: 30.0px;" %)
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239 (% style="margin-left: 30.0px;" %)
240 [[Email Engine Sender Score>>doc:_Archive.ONEmail]]
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242 (% style="margin-left: 30.0px;" %)
243 [[Email Engine>>doc:_Archive.ONEmail]]
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245 (% style="margin-left: 30.0px;" %)
246 Action Manager
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248 (% style="margin-left: 30.0px;" %)
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256 (% style="margin-left: 30.0px;" %)
257 Backend Activity Log
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259 (% style="margin-left: 30.0px;" %)
260 IVT Mitigator
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262 (% style="margin-left: 30.0px;" %)
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270 (% style="margin-left: 30.0px;" %)
271 [[Mapper>>doc:OCDEV.Utilities - DExTr -- OLD]]
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273 (% style="margin-left: 30.0px;" %)
274 Import/Export Tool
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276 (% style="margin-left: 30.0px;" %)
277 Recommendations
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