Wiki source code of Utilities - Configuration Manager

Last modified by caterina on 2021/09/23 15:30

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23.1	7	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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18.1	9	This lesson provides detail on these settings and configurations.
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19.1	11	OPENING THE CONFIG MANAGER WINDOW
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19.1	13	Select UTILITIES from the main menu.
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23.1	15	[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png\|\|thumbnail="true" height="250"]]
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19.1	17	Select CONFIG MANAGER from the sub-menu.
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23.1	19	[[image:attach:Screen Shot 2021-09-23 at 4.27.28 PM (2).png\|\|thumbnail="true" height="250"]]
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	21	This will open the Configuration Manager main window, as shown below.
	22
	23	[[image:attach:media_1434644318225.png\|\|align="center"]]
	24
	25	To expand or hide details of a section, e.g. Configurable Texts, Mappings, etc. click anywhere on the gray bar for that section heading.
	26
	27	=== Configurable Texts ===
	28
7.1	29	[[image:attach:media_1434742448607.png\|\|align="center"]]
3.1	30
7.1	31	[[image:attach:media_1434740409189.png\|\|align="center"]]
3.1	32
	33	[[image:attach:media_1434744552065.png\|\|align="center"]]
	34
	35	[[image:attach:media_1434741190663.png\|\|align="center"]]
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	37	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.
	38
	39	With No Lookup Questions* selected:*
	40	Enter First Name and Last Name
	41
	42	~1. Record has: Email = no, Phone = no
	43
	44	get prompt asking for email or cell # to send verification code
23.1	45	entered cell number (2072154291),
	46	get code from text message
	47	enter code
	48	form auto populated, and
	49	cell # added to profile
3.1	50
	51	2. Record has: Email = no, Phone = yes
	52
	53	get prompt asking for email or cell # to send verification code
23.1	54	entered email (melanie@gcnmedia.com)
	55	get code from email and enter
	56	form auto populated
3.1	57
	58	3. Record has: Email = yes, Phone = no
	59
	60	get message the verification code was sent to 'melanie@gcnmedia.com'
23.1	61	get code from email and enter
	62	form auto populated
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	64	4. Record has: Email = yes, Phone = yes
	65
	66	get message the verification code was sent to 'melanie@gcnmedia.com'
23.1	67	get code from email and enter
	68	form auto populated
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	70	With Lookup Questions* Selected:*
	71	Enter First Name and Last Name
	72
	73	~1. Record has: Email = no, Phone = no
	74
	75	get lookup question
23.1	76	pass lookup *
	77	get "Email Required – Provide Email to Send Username & Password" pop-up
	78	give email address (melanie@gcnmedia.com)
	79	form auto populated
	80	email received w/username and password
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	82	2. Record has: Email = no, Phone = yes
	83
	84	get lookup question
23.1	85	pass lookup *
	86	get "Email Required – Provide Email to Send Username & Password" pop-up
	87	give email address (melanie@gcnmedia.com)
	88	form auto populated
	89	email received w/username and password
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	91	3. Record has: Email = yes, Phone =no
	92
	93	get lookup question
23.1	94	pass lookup *
	95	form auto populated
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	97	4. Record has: Email = yes, Phone = yes
	98
	99	get lookup question
23.1	100	pass lookup *
	101	form auto populated
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	103	* On fail lookup, a message to to complete the form is presented.
	104	** Lookup/Challenge Questions are selected in the Question Builder. Plase see Question Builder documentation for more detail on selecting Lookup/Challenge Questions.
	105
	106	See Progressive Lookup documentation for more detail on Progressive Lookup functionality.
	107
	108	=== Mappings ===
	109
	110	[[image:attach:media_1468953705709.png\|\|align="center"]]
	111
19.1	112	//Screenshot A//
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	114	[[image:attach:media_1468954476505.png\|\|align="center"]]
	115
	116	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.
	117
23.1	118	\\
3.1	119
19.1	120	//Screenshot B//
	121
3.1	122	[[image:attach:media_1468954889721.png\|\|align="center"]]
	123
	124	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.
	125
	126	=== Dashboard ===
	127
	128	[[image:attach:media_1434737784158.png\|\|align="center"]]
	129
	130	Dashboard configurations allow you to set what components will appear in a Dashboard.
	131
	132	1 = True/Show; 0 = False/Don't Show
	133
	134	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".
	135
	136	=== Payment Method ===
	137
	138	[[image:attach:media_1468953254424.png\|\|align="center"]]
	139
	140	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.
	141
	142	Simply enter the account information here and you're done!
	143
	144	=== Other Settings ===
	145
	146	[[image:attach:media_1468955286154.png\|\|align="center"]]
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	148	(% 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.
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	150	(% style="color: rgb(0,0,0);" %)This option is used in conjunction with "Edit Profile Form ID" under "Mappings" above.
	151
	152	[[image:attach:media_1468956133363.png\|\|align="center"]]
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