Administrator Manual
Data Management Tool

This page allows you to access various data’s features and depending on the context in which you are located, it shows the following options:

Export of Registered Users

Filters

It allows you to define filters that profile the data you want to export.
The available fields for the filters are:

  • Date of Insertion;
  • City;
  • Country;
  • Email Address;
  • Gender;
  • Marketing Consent;
  • User Locked;
  • User ID;
  • Product ID;
  • Province or State;
  • Subscribed to Newsletters;
  • Year of Birth;
  • ZIP Code.

For further details about filters, please refer to the “Using Filters for Exporting Data” chapter.

Visible in the following contexts:

Context Description
System Exports all the system users.
Option available only for the administrator of the system.
Reseller Exports all the resellers’ users.
Option available only for users with administrator and reseller role.
Manager Export all the manager’s users.
Domain Exports all the domain’s users.
User Exports the current user.
Card Exports all the “ Cards” (users) of the selected group.

Exporting users on MailChimp

Filters    

It allows you to define the filters that profile the data you want to export to MailChimp.

This feature is available only if in the manger it has been defined the “MailChimp API Key”, in the domain it has been defined a “MailChimp ID Audience” and always in the domain the “Export Type” has not been set to disabled.

The import on MailChimp is automatic and takes place in batch mode within ten minutes.

The available fields for the filters are:

  • Date of Insertion;
  • City;
  • Country;
  • Email Address;
  • Gender;
  • Maketing Consent;
  • User Locked;
  • User ID;
  • Product ID;
  • Province or State;
  • Subscribed to Newletters;
  • Year of Birth;
  • ZIP Code.

For further details about filters, please refer to the “Using Filters for Exporting Data” chapter.

Visible in the following contexts:

Context Description
Domain Exports all the domain’s users.

Regardless of the filters, only users who have an email address will be exported.

Deleting Users

Filters

It allows defining filters that profile the data you want to delete.
The available fields for the filters are:

  • Date of Insertion;
  • City;
  • Country;
  • Email Address;
  • Gender;
  • Marketing Consent;
  • User Locked;
  • User ID;
  • Product ID;
  • Province or State;
  • Subscribed to Newsletters;
  • Year of Birth;
  • ZIP Code.

For further details on the filters, please refer to the “Using Filters for Exporting Data” chapter.

Visible in the following contexts:

Context Description
System Exports all the system users.
Option available only for the administrator of the system.
Reseller Exports all the reseller’s users.
Only for users with the administration and reseller roles.
Manager Exports all the manager’s users.
Domain Exports all the domain’s users.
User Exports the current user.
Card Export all the “Cards” of the selected group.

Replacing Products to Users’ Sales

It allows replacing a product with another one, including selecting, using filters, the users on which to apply the change.

Available fields

Field Description
Filters Allows defining the filters that profile the data you want to edit.
The fields available for the filters are:

  • Date of Insertion;
  • City;
  • Country;
  • Email Address;
  • Gender;
  • Marketing Consent;
  • User Locked;
  • User ID;
  • Product ID;
  • Province;
  • Subscribed to Newsletters;
  • Year of Birth;
  • ZIP Code.

For further details on the filters, please refer to the “Using Filters for Exporting Data” chapter.

Starting Product Define the product to replace.
Product to Assign

Define the product to assign.

Visible in the following contexts:

Context Description
System Assigns a new product to all users of the system.
Option available only for the administrator of the system.
Reseller Assigns a new product to all the reseller’s users.
Only for users with administration and reseller roles
Manager Assigns a new product to the manager’s users.
Domain Assigns a new product to the domain’s users.
User Assigns a new product to the current user.
Card Assigns a new product at the “ Cards” of the selected group.

Importing Users

By selecting the file and then clicking “Run”, it imports users from an Excel file (XLSX).

Field Description
Excel (XLSX) File Path Name with the Users Path and name of the Excel (XLSX) file containing users to import. The first row must contain the header with the filed names that are defined on the database.
The names of the fields that you can define in the first header line are as follows:
“HsDomainsDataID”, “UserName”, “Password”, “CompanyName”, “FirstName”, “LastName”, “FiscalCode”, “EMailAddress”, “Phone”, “MobilePhone”, “Address”, “City”, “State”, “Zip”, “Country”, “Gender”, “CreationDate”, “RoomOrSite”, “Language”, “AcceptMkt”, “SMSConfirmed”, “YearOfBirth”, “ExternalAuthType”, “ExternalAuthUserName”,  “Longitude”, “Latitude”, “IPAddress”, “HsProductID”, “ERPCode”, “ExpirationDate”.
HsProductID defines the product ID to assign to the user.
HsDomainsDataID defines the domain ID to assign to the user.
ExternalAuthType declares the type of external authentication used for the registration:

  • 0: None;
  • 1: Facebook;
  • 2: Twitter;
  • 3: Google+;
  • 4: Linkedin;
  • 5: Instagram;
  • 6: Amazon;
  • 7: VKontakte;
  • 8: Turkish Public Identification Login;
  • 50: LDAP;
  • 100: OAuth.

“ExternalAuthUserName” contains the username derived from external authentication system.

“ExpirationDate” contains the expiration date to be assigned to the product for the user. If not specified, it will be calculated based on the product parameters.

Instagram has been maintained for compatibility with previuos versions where it was still possible to log in with this social network.

It is important to define the domain ID in the relevenat field, in the “UserName” field specify the username including to @DomainName (e.g. testsmss@gmail.com@domainHSNM).

Minimum fields to be defined in the file are: “HsDomainsDataID”, “UserName”, “HsProductID”.

Exporting Sales to Users

Filters

It allows you to define filters that profile the data you want to export.
The available fields for the filters are:

  • Email address;
  • Expiration;
  • Payment Date;
  • Product ID;
  • Transaction Description;
  • Transaction Type.

For further details on the filters, please refer to the “Using Filters for Exporting Data” chapter.

Visible in the following contexts:

Context Description
System Exports all the sales made to the users.
Option available only for the administrator of the system.
Reseller Exports all the sales made to the reseller’s users.
Option available only for users with the role of administrators and resellers with permissions to view sales to users.
Manager Exports all the sales made to the manager’s users. Only for users with permissions to view sales to users.
Domain Exports all the sales made to the domain’s users. Only for users with permissions to view sales to users.
User Exports all the sales made to the user. Only for users with permissions to view sales to users.

The transaction types in the file can be summarised in the following table:

Code Description
0 Free Authentication Mode.
1 PayPal.
3 Reassign Free Product.
4 Update users.
5 Mollie.
6 Users Import.
7 Authorize.Net.
8 SagePay.
9 PayFast.
10 Eway.
11 PaymentExpress.
12 Pesapal.
13 Checkout.
14 PayUBiz.
15 PaysafeCard.
19 1Voucher.
50 Mail Validation.
51 API Call.
52 Printer Card.
53 Complimentary access.
54 Backend Operator.
55 Frontend Free Product.
56 SMS activation.
100 Voucher Activation.
101 Backend Card.

Exporting Users Connections Logs

Filters

It allows you to define filters that profile the data you want to export.
The available fields for the filters are:

  • Session Time (seconds);
  • Session Start Date/Time;
  • Session End Date/Time;
  • Mac Address;
  • Termination Cause.

For further details about the filters, please refer to the “Using Filters for Exporting Data” chapter.

Visible in the following contexts:

Context Description
System Exports the log of connections of all the system’s users.
Option available only for the administrator of the system.
Reseller Exports the connections log for all the reseller’s users.
Option available only for users with administrator and reseller role.
Manager Exports the log connections for all the manager’s users.
Domain Exports the connections log for all the domain’s users.
User Exports the connections log of the current users.

Exporting Daily Summary of the Campaigns

Filters

It allows defining the filters that profile the data you want to export.
Available fields for the filters are:

  • Campaign description;
  • Date: execution date of the clicks or impressions.

For further details about the filters, please refer to the “Using Filters for Exporting Data” chapter.

Visible in the following contexts:

Context Description
System Exports the daily summary of the results of all campaigns in the system.
Option available only for the administrator of the system.
Reseller Exports the daily summary of the results of the reseller’s campaigns.
Option available only for users with administrator and reseller role.
Manager Exports daily summary of the results of the manager’s campaigns.
Advertiser Exports daily summary of the results of the advertiser’s campaigns.
Campaign Exports daily summary of the current campaign.

Exporting System Log Current Data

This option is available when you press the “Export” button in the command bar of the System Log and it allows to export and to download a XLSX file with the contents shown in the table according to the set filters.

Exporting Voucher Data

It allows you to export the data generated with “ Vouchesr” with these information: manager’s company name; product; price; card code; language and ID domain.
You can invoke it in the context dropdown menu of the vouchers, at the “ Managing Vouchers” page.

Exporting Surveys, Quizzes or Texts Data.

Filters

It allows you to define the filters that profile the data you want to export.
The available fields for the filters are:

  • Date of Insertion;
  • City;
  • Country;
  • Email address;
  • Gender;
  • User ID;
  • Product ID;
  • Score;
  • Province or State;
  • Year of Birth;
  • ZIP Code.

For further details about the filters, please refer to the “Using Filters for Exporting Data” chapter.

Visible in the following contexts:

Context Description
Surveys Exports all data entered by users for the individual survey.