Changes for page Utilities - DExTr

Last modified by rayaan@one-count_com on 2023/11/09 10:38
From version 2.1
edited by melanie@one-count_com
on 2016/12/13 11:34
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/12/13 11:34
Change comment: There is no comment for this version

Summary

Details

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2 +
3 +{{id name="Start ScreenSteps Content"/}}
4 + The Mapper is used to create mappings for generating automated feed reports for export and for data import. This tool allows you to map your, or third party, data to ONEcount questions/data fields.
5 +
6 +**If you will be using the Dashboard Feed Report function to generate an automated feed report or will be performing a data import that requires mapping external file questions/data to ONEcount questions/data, you must complete the report mapping here first.**
7 +
8 +There are three types of mapping in the Mapper: Demographic Mapping and Transaction Mapping.
9 +
10 +* **Demographic Mapping:** Demographic mapping maps external demographic questions/data fields and responses to ONEcount demographic questions and responses.
11 +* **Transaction Mapping:** Transaction mapping maps external transaction data, e.g. product activity, status, and date formats.
12 +* **Activity Mapping:** Activity mapping maps external activity headers, e.g. time on page, URL, impressions, etc. This mapping is used primarily for feed reports for export.
13 +
14 +One or all of these types of mapping may be required, depending on the type of automated feed report you want to generate or the data import you'll be performing.
15 +
16 +You can either import a layout file (.csv format) and map demographics and transactions directly from that file or manually enter the demographics, transactions, and activities you wish to map to ONEcount questions/data fields, or do a combination of both.
17 +
18 +**Please Note:**
19 +
20 +**ONEcount questions and response values must be created prior to performing mapping.**
21 +
22 +**Third-party activity headers currently can't be mapped via an uploaded layout file. They must be mapped manually in the Activity Mapping Area.**
23 +
24 +=== OPENING THE MAPPING WINDOW ===
25 +
26 +=== Select UTILTIES from the main menu. ===
27 +
28 +[[image:attach:media_1468251499518.png||align="center"]]
29 +
30 +=== Select Mapper from the sub-menu. ===
31 +
32 +[[image:attach:media_1468251557794.png||align="center"]]
33 +
34 +This will open the Manage Mapping Listing Page, as shown below.
35 +
36 +=== CREATE A NEW DATA MAPPING ===
37 +
38 +[[image:attach:media_1467388147151.png||align="center"]]
39 +
40 +Select "Create Mapping" to create a new mapping. This will open the Mapping Builder, as shown below.
41 +
42 +To edit an existing mapping, select the Edit icon.
43 + To delete an existing mapping, select the Delete icon.
44 +
45 +=== 1 – INFORMATION AND DEMOGRAPHIC MAPPING ===
46 +
47 +[[image:attach:media_1468252151743.png||align="center"]]
48 +
49 +Information and Demo Mapping consists of three main parts:
50 +
51 +**1 – Information**
52 + **2 – Mapping Area**
53 + **3 – ONEcount Questions**
54 +
55 +See below for detail on each part.
56 +
57 +=== INFORMATION ===
58 +
59 +**Name:** Give the mapping a name (required)
60 +
61 +**Description:** Provide a description of the mapping (optional)
62 +
63 +**Select whether you want to map transactions and/or activity:** You can create a mapping for demographic questions only, or map any combination of demographics, transactions, and actions.
64 +
65 +**Upload Layout:** Uploading a layout document is optional. You may opt to manually enter demographic and transactional questions and values to be mapped to ONEcount questions and values. Or, you may use a combination of both uploading a layout and manual entry.
66 +
67 +(% style="text-decoration: underline;" %)//**To Upload a Layout File**//(%%)
68 + Click on the "Browse" button, locate the file on your computer, then click on "Upload File".
69 +
70 +When you upload an external layout, the Demographic and Transacton Mapping Areas will be automatically pre-populated with each question/data field and values for that field. (See screenshotbelow)
71 +
72 +See screenshots of pre-population and layout formatting rules below.
73 +
74 +=== Layout File Format ===
75 +
76 +[[image:attach:media_1468252886176.png||align="center"]]
77 +
78 +_(% style="text-decoration: underline;" %)**Layout File Format**(%%) _
79 + The layout file must be in .csv format and include markers for demographic questions (~#~##demographics), products (~#~##products~#~##), subscription type(~#~##subscriptionType~#~##), and product status (optional) (~#~##productStatus~#~##).
80 +
81 +(% style="text-decoration: underline;" %)//Demographic Mapping//
82 +
83 +* For Demographic Questions: Question text must be in Column A, response values for multiple response-type questions* in Column B, and response text values in Column C.
84 + *Note that text-response type questions, e.g. last name, don't require values in Column B or C.
85 +
86 +(% style="text-decoration: underline;" %)//Transaction Mapping//
87 +
88 +* For Products: Product ID must be in Column A and Product name in Column B.
89 +* For Subscription Type: Sub Type ID/value is in Column A and subscription type name in Column B.
90 +* For Product Status: Status ID must be in Column A and Status name in Column B.
91 +
92 +=== Screenshot: Pre-Populated Demographic Questions/Data Fields - Uploaded Layout ===
93 +
94 +[[image:attach:media_1467396172019.png||align="center"]]
95 +
96 +=== Screenshot: Pre-populated Question Responses - Uploaded Layout ===
97 +
98 +[[image:attach:media_1467391080266.png||align="center"]]
99 +
100 +=== Screenshot: Pre-Populated Transaction Mapping - Uploaded Layout ===
101 +
102 +[[image:attach:media_1467391409099.png||align="center"]]
103 +
104 +=== MAPPING AREA ===
105 +
106 +[[image:attach:media_1467397686498.png||align="center"]]
107 +
108 +Prior to uploading a layout file, or if you opt to create the mapping on the fly (without uploading a layout file), the Mapping Area will be empty.
109 +
110 +The mapping area consists of three columns: **Third Party Questions, ONEcount Questions, and Validations.**
111 +
112 +* **Third Party Questions** shows questions/data fields your, or a third party's, data file.
113 +* **ONEcount Questions** shows the corresponding ONEcount question to be mapped to the Third Party Question.
114 +* **Validations** allows you to select validations for the mapped question, i.e., Required, Email, Number and Text, Text Only.
115 +
116 +=== Manually Add Third-Party Questions ===
117 +
118 +[[image:attach:media_1467398286154.png||align="center"]]
119 +
120 +When you click on the "Add Questions" button, you'll be presented with a pop-up to create a new question/data field to be mapped to an existing ONEcount question.
121 +
122 +Be sure to select "Yes" if it is a question with selectable responses, i.e. radio button/select/checkbox-type. Click Save.
123 +
124 +=== Map Questions and Responses ===
125 +
126 +[[image:attach:media_1467398257338.png||align="center"]]
127 +
128 +If the question is a radio button/select/checkbox-type question, a button will be presented which will allow you to map responses and values. (See "Upgrade Checkbox" question above.)
129 + If it's a text-type response, you won't need to map responses and values.
130 +
131 +**YOU MUST FIRST MAP THE QUESTION TO THE CORRESPONDING ONECOUNT QUESTION BY DRAGGING AND DROPPING THE CORRESPONDING ONECOUNT QUESTION FROM THE ONEcount Questions SECTION INTO THE ONEcount Questions Column BEFORE YOU CAN MAP RESPONSES. THIS APPLIES TO BOTH MANUALLY ADDED QUESTIONS AND QUESTIONS PRE-POPULATED BY UPLOAD OF AN IMPORT.**
132 +
133 +**ONEcount QUESTIONS AND RESPONSE VALUES MUST BE CREATED PRIOR TO PERFORMING MAPPING.**
134 +
135 +[[image:attach:media_1467398730892.png||align="center"]]
136 +
137 +Simply drag and drop ONEcount questions from the question pool into the appropriate cell in the mapping table.
138 +
139 +Note the Search function at the top of the list of ONEcount questions. Just begin typing in the question name, and the list will be filtered for you. (See screenshot below.)
140 +
141 +[[image:attach:media_1467398948360.png||align="center"]]
142 +
143 +Once Questions are mapped, you can add validations and/or map responses for radio/select/checkbox-type questions.
144 +
145 +To add validations, click in the empty "Validations" box for the corresponding question and select from the drop-down list the validation(s) you want to apply to the question, i.e. Required, Email, Number and Text, Text Only. (See screenshot below.
146 +
147 +=== Screenshot – Mapped Questions with Validations ===
148 +
149 +[[image:attach:media_1467399198566.png||align="center"]]
150 +
151 +=== Map Question Responses ===
152 +
153 +[[image:attach:media_1467391237758.png||align="center"]]
154 +
155 +To map question responses, click on the "Response Map" button. Doing so will present a pop-up window where you can map third-party to ONEcount responses. Just drag and drop ONEcount responses from the list of ONEcount Responses into the appropriate cell.
156 +
157 +When done mapping responses, click the "Save" button.
158 +
159 +You'll be returned to Information and Demo Mapping where you can then continue mapping remaining questions or click "Next" to continue.
160 +
161 +Depending on the mapping selections you made under "Information", clicking "Next" will direct you either to save the Demographic Mapping or to the Transaction Mapping and/or Activity Mapping sections.
162 +
163 +=== 2 – TRANSACTION MAPPING ===
164 +
165 +[[image:attach:media_1467651841763.png||align="center"]]
166 +
167 +Transaction Maping is done the same way as Demographic Mapping by using the drag and drop functionality to match Third-Party transaction values with ONEcount transaction values.
168 +
169 +There are four Mapping Areas for Transaction Mapping:
170 +
171 +* Product Mapping Area
172 +* Product Status Mapping Area (optional)
173 +* Subscription Mapping Area
174 +* Date Mapping Area
175 +
176 +**NOTE THAT MAPPING IS ID TO ID IN TRANSACTION MAPPING. THE ID IS FOUND IN PARENTHESIS AFTER THE TEXT IN THE "THIRDPARTY..." COLUMN OF MAPPING AREAS.**
177 +
178 +**AS WITH DEMOGRPHIC MAPPING, ONECOUNT PRODUCTS, PRODUCT STATUSES, AND SUBSCRIPTION TYPES MUST BE CREATED PRIOR TO PERFORMING TRANSACTION MAPPING.**
179 +
180 +**THIRD-PARTY TRANSACTION VALUES CAN BE PRE-POPULATED BY UPLOADING A LAYOUT FILE OR MANUALLY ENTERED (AS DESCRIBED IN "INFORMATION" SECTION ABOVE).**
181 +
182 +*(% style="text-decoration: underline;" %)Product Mapping Area(%%) *
183 + **For automated data feed reports**, the Third Party Product column shows what the ONEcount product name will be displayed as on output.
184 +
185 +* For example, a user is subscribed to/registered for ABCXY Pharma Aug. Webinar(207) in ONEcount. The third party requires that on the report output show a value of August Webinar rather than ABCXY Pharma Aug. Webinar. Mapping ONEcount's ABCXY Pharma Aug. Webinar(207) product to August Webinar(400) will display the Third Party Product value of August Webinar on the output.
186 + **Product Column Field:** This identifies what to output as the header for the product field. Enter the heading that's required for the report output.
187 +
188 +**For imports,** the Third Party Product column identifies the names/values from the import file that will be mapped to the ONEcount product.
189 +
190 +* For example, there's "product" column in the import file that identifies what product a particular record is subscribed to or registered for. In the import file, August Webinar in that colum indicates the record is subscribed to/registered for the August Webinar. In ONEcount, the product name is ABCXY Pharma Aug. Webinar. Any record in the import file that has August Webinar in the product column will be subscribed to the ABCYXY Pharma Aug. Webinar product in ONEcount.
191 + **Product Column Field:** This identifies the column header for the product column in the import file. In the above example, you would enter "product".
192 +
193 +(% style="text-decoration: underline;" %)**Product Status Mapping Area (Optional)**(%%)
194 + **For automated data feed reports,** the Third Party Product Status column shows what the ONEcount product status will be displayed as on output.
195 +
196 +* For example, a user has a product status of "Not Active(405)" in ONEcount. The third party requires that the report output show a value of Inactive, rather than Not Active. Mapping ONEcont's "Not Active(405)" status to "Inactive(203)" will display the Third Party Product Status of Inactive on the output.
197 + **Product Status Column Field:** This identifies what to output as the header for the product status field. Enter the heading that's required for the report output.
198 +
199 +**For Imports**, the Third Party Product Status column identifies what name/value from the import file will be mapped to the ONEcount product.
200 +
201 +* For example, there's a "product status" column in the import file that identifies the product status a particular record has for a particular product. In the import file, "Inactive(203)"in that column indicates the record has a product status of inactive. In ONEcount, the product status is "Not Active(405)". Any record in the import file that has a product status of "Inactive" in the product status column will have the product status of "Not Active" applied to the record in ONEcount.
202 + **Product Status Column Field:** This identifies the column header for the product status column in the import file. In the above example, you would enter "product status".
203 +
204 +(% style="text-decoration: underline;" %)**Subscription Mapping Area**(%%)
205 + **For automated data feed reports,** the Third Party Subscription column shows what the ONEcount subscription type will be displayed as on output.
206 +
207 +* For example, a user has a subscription type of "n" in ONEcount. The third party requires that the report output show a value of new, rather than "n". Mapping ONEcont's "n" status to "new(new)" will display the Third Party Product Status of new on the output.
208 + **Subscription Column Field:** This identifies what to output as the header for the subscription type field. Enter the heading that's required for the report output.
209 +
210 +**For Imports**, the Third Party Subscription column identifies what name/value from the import file will be mapped to the ONEcount product.
211 +
212 +* For example, there's a "Subcription Type" column in the import file that identifies the subscription type a particular record has for a particular product. In the import file, "New" in that column indicates the record has a subscription type of new. In ONEcount, the subscription type is "n". Any record in the import file that has a product status of "New" in the subscription type column will have the product status of "n" applied to the record in ONEcount.
213 + **Subscription Column Field:** This identifies the column header for the subscription type column in the import file. In the above example, you would enter "Subscription Type".
214 +
215 +(% style="text-decoration: underline;" %)**Date Mapping Area**(%%)
216 + **For automated data feed reports,** enter the format you would like dates to be exported as. For example mm/dd/yyyy will export as 07/05/2016 and yy/mm/dd will export as 16/07/05.
217 + **Date Column Field:** This identifies what to output as the header for the date field. Enter the heading that's required for the report output.
218 +
219 +**For Imports,** enter the format of dates in the import file. For example, if a date is 07/05/2016, enter the format mm/dd/yyyy.
220 + **Date Column Field:** This identifies the column header for the date column in the import file.
221 +
222 +When done with mapping, click "Next".
223 +You will then be brought either to Activity Mapping or Save, depending on selection made in 1 – Information.
224 +
225 +=== 3 – ACTIVITY MAPPING ===
226 +
227 +[[image:attach:media_1468256607407.png||align="center"]]
228 +
229 +Activity Maping is done the same way as Demographic and Transaction Mapping by using the drag and drop functionality to match Third Party Activity Header with ONEcount Activity Header. The Third Party Activity Headers will display as column headings for Web, Ad, and Newlsetter data in the export file.
230 +
231 +**Third-party activity headers currently can't be mapped via an uploaded layout file. They must be mapped manually in the Activity Mapping Area by clicking on the "Add Activity Header" button.**
232 + When you click on the "Add Activity Header" button, you'll be presented with a pop-up where you can add the Activity Header Name.
233 +
234 +The ONEcount Activity Header section is divided into the following categories: Web, Ad, Newsletter, Generic (includes general headers, such as ONEcount unique identifier, Channel Code, etc.) Note the scroll bar to move through the categories.
235 +
236 +When finished mapping, click the "Next" button.
237 +
238 +=== Save Mapping ===
239 +
240 +When done with mapping(s), click "Next".
241 +
242 +You then have the option to save the mapping (Save) or return to mapping (Previous).
243 +
244 +Once mapping is saved, you can find it on the Manage Mapping listing page.
245 +
246 +A saved mapping is ready to be used for generating automated feed reports in the Dashboard. See Dashboard Reports – Create Feed Report for more information.
247 +
248 +
249 +
250 +{{id name="End ScreenSteps Content"/}}
Confluence.Code.ConfluencePageClass[0]
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1 +67341
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67248/Utilities - Mapper (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67341/Utilities - Mapper (v12.x)