User Guide - Revision history

Mark: /* Fraud Detection */

2024-08-29T16:41:55Z

Fraud Detection

2024-08-29T16:40:56Z

2022-07-18T21:44:12Z

Email Marketing UTM Campaign Code

2022-02-18T01:19:08Z

Email Marketing UTM Campaign Code

2022-02-18T01:06:45Z

Website Cookie

2022-02-18T01:03:46Z

Website Cookie

2022-02-18T01:01:36Z

Website Cookie

2022-02-18T00:58:35Z

Email Auto-Responders

2022-02-18T00:57:04Z

Report filters

2022-02-18T00:56:35Z

Graphs

← Older revision		Revision as of 16:41, 29 August 2024
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	The Fraud Detection table can be maintained directly from your HS Tools menu. From the Fraud Detection detail screen, an IP address may be whitelisted, blocked or unblocked manually.		The Fraud Detection table can be maintained directly from your HS Tools menu. From the Fraud Detection detail screen, an IP address may be whitelisted, blocked or unblocked manually.

		+	[[File:UG_Fraud_Detection.png\|600px]]

← Older revision		Revision as of 16:40, 29 August 2024
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	Auto-responders tend to be highly customized for each business or nonprofit. Your HS consultant will assist you in setting these up with your initial HS installation.		Auto-responders tend to be highly customized for each business or nonprofit. Your HS consultant will assist you in setting these up with your initial HS installation.
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		+	== Fraud Detection ==
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		+	The fraud detection and prevention feature in HS is meant to prevent bots and other scammers from polluting your database and/or attempting to run multiple fraudulent credit card transactions.
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		+	When an end-user attempts a credit card transaction from your donation/checkout page and it is declined, the system stores the number of declined attempts for the incoming IP address in the Fraud Detection table. When a certain number of declined transactions have been made from the same IP address within 6 months, that IP address is blacklisted and HS will no longer accept ANY form submissions from that IP address, showing an error message to the end-user that no more form submissions will be allowed. (The default number of declined transactions is 5, and may be changed in your Company Settings).
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		+	The Fraud Detection table can be maintained directly from your HS Tools menu. From the Fraud Detection detail screen, an IP address may be whitelisted, blocked or unblocked manually.

← Older revision		Revision as of 21:44, 18 July 2022
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	[[File:UG_Source_Detail_utm.png\|450px]]		[[File:UG_Source_Detail_utm.png\|450px]]

−	If you use this field, anyone navigating to your site the utm_campaign parameter in the link set to this value, their website cookie will be set to this Source.	+	If you use this field, anyone navigating to your site with the utm_campaign parameter in the link set to this value, their website cookie will be set to this Source.

← Older revision		Revision as of 01:19, 18 February 2022
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	[[File:UG_Source_Detail_utm.png\|450px]]		[[File:UG_Source_Detail_utm.png\|450px]]

−	If you use this field, anyone navigating to your site the utm_campaign parameter in the link set to this value, ~~they~~ will be ~~Sourced~~ to this ~~source code~~.	+	If you use this field, anyone navigating to your site the utm_campaign parameter in the link set to this value, their website cookie will be set to this Source.

← Older revision		Revision as of 01:06, 18 February 2022
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	Once the cookie is set, your customer or donor can navigate throughout your site at will, and when they choose to purchase, donate, or engage through your website, HS will know and record their last known Source for your analytical needs.		Once the cookie is set, your customer or donor can navigate throughout your site at will, and when they choose to purchase, donate, or engage through your website, HS will know and record their last known Source for your analytical needs.
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		+	Cookies can last for up to a year on a users browser, which will always hold the Source from the last coded link (as shown above) for accurate tracking of your sales funnels.

	==== Email Marketing UTM Campaign Code ====		==== Email Marketing UTM Campaign Code ====

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 [[File:UG_Source_Detail_lsc.png|450px]]
 In this example, the code is "be50160f" (automatically generated), so you could promote the link <nowiki>https://yourdomain.com/?lsc=be50160f</nowiki> to set the Source cookie.
 ==== Email Marketing UTM Campaign Code ====

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 The most basic use case is the Thank You/Receipt email auto-responder, sent automatically when a purchase or donation is made.
-Another HS feature is to send auto-responders when recurring payments fail, usually because of a credit card issue.  These auto-responders will direct your customer or donor to a page on your website where they can hopefully correct their payment issue on their own, saving you time and resources.
+Another HS feature is to send auto-responders when recurring payments fail, usually because of a credit card issue.  These auto-responders will direct your customer or donor to a page on your website where they can correct their payment issue on their own, saving you time and resources.
 They include '''merge fields''' that will be populated with information specific to the event before sending, such as the Contact's name.  An example merge field could be <nowiki>[[FIRST_NAME]]</nowiki>.  When defined in your auto-responder, it will be replaced with that Contact's first name.

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 Once your report is displayed, you may re-sort the output by any column value by clicking the column heading field.  Clicking a second time will reverse the order, and clicking a third time will revert to the default sort for the report.
-'''Note:''' If you have a report that you run often with the same parameters, you may bookmark the report output URL to quickly re-run that report in the future.  If there are date values that include today's date, the date will remain fixed as part of the URL so you may need to change it to a date far in the future to avoid missing new report data when you use your bookmark.
+'''Tip:''' If you have a report that you run often with the same parameters, you may bookmark the report output URL to quickly re-run that report in the future.  If there are date values that include today's date, the date will remain fixed as part of the URL so you may need to change it to a date far in the future to avoid missing new report data when you use your bookmark.
-If you would like to see a report of information that is not available, ask your HS administrator or contact HS directly to see about creating new, custom reports for a minimal consulting fee.
+If you would like to see a report of information that is not available, ask your HS administrator or contact HS directly to see about creating new, custom reports that meet your needs.
 [[File:UG_Reports.png|600px]]

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 HS comes with a set of standard graphs to help you analyze trends in your business.  Navigate to the Graphs menu to see those graphs that are available to you.  Custom graphs for your organization are also found here.
-If you would like to see a graph of information that is not available, ask your HS administrator or contact HS directly to see about creating new, custom graphs for a minimal consulting fee.
+If you would like to see a graph of information that is not available, ask your HS administrator or contact HS directly to see about creating new, custom graphs that meet your needs.
 [[File:UG_Graphs.png|600px]]