Qualification settings are used to define metered access levels for different types of users on an online product.

    Product_Layout_2

    When a potential customer visits your site, access to content can be limited.

    ADvance tracks the visitor and counts the number of times they have visited your site and accessed its content. The counts for anonymous visitors are based on cookies stored against the user. For authenticated users, who have logged in and have a record in ADvance, the counts are stored directly against the party record.

    Metered access can be applied to anonymous users and authenticated users:

    Anonymous

    • All Anonymous. This represents any visitor on to your site who has not signed in. 
    • IP Access.  This allows you to grant access to anonymous users based on their IP address. This is only applied to corporate orders. The permitted IP addresses are defined on the IP Sets page on the company record. 
    • IP Geo Location (Needs to be configured for your database) This allows you to grant access to anonymous users based on their IP geographical location. The number set here will be in addition to the number set under All Anonymous
    • Referrer. This allows you to grant metered access to anonymous users based on where they have come from. Users will always get 1 access from the referrer and then however many are set under All anonymous. You are able to define a set number of accesses per referrer.
      Please note that this table is not restrictive. If you would like to add another site, such as one of your own, to the table then please speak to your account manager.

    Authenticated

    • All Authenticated Users (registered users). This represents any visitor to your site who has registered and signed in.
    • IP Access. This allows you to restrict access to registered users based on their IP address. This is only applied to corporate orders. The permitted IP addresses are defined on the IP Sets page on the company record.
    • IP Geo Location (Needs to be configured for your database) This allows you to grant access to registered users based on their IP geographical location. The number set here will be in addition to the number set under All Authenticated
    • Data gathering. This allows you to grant metered access to your site based on details gathered by a specific data capture form.
    • Data filter. This allows you to grant metered access to your site based on visitors who meet the criteria defined in a BI filter. A method of segmenting your database to provide actionable data about your customers.
    • Subscription. This represents any customer who has a valid subscription with entitlement to this online product.
    optional_extra

    Optional extra
    If you want to define gating rules based on geo-location, please talk to your account manager as there are set up and ongoing costs to implement these.

    How to use metering to restrict access to your web content

    1. Tick a qualification setting tick box to activate it
    2. Click the metered threshold column to set a meter for the qualification setting. The threshold window is displayed below:

    Example of the Threshold Window

      • Gating can be set based on the number of accesses or unique items viewed.
        Accesses - Number of all stories accessed. If a user clicks on the same story 5 times in the defined period, this will be counted as 5.
        Items - Number of unique stories viewed. If a user clicks on the same story 5 times in the defined period, this will be counted as 1.
      • Type to set a number of accesses or items per day, week, month or year
      • Click Finish
    info

    Note
    The metering threshold is based on the number of days there are in the time period specified, and how many pieces of gated content the user has accessed on in that period.

    For example:
    If you have set your restriction to 10 accesses per month, then the system will use a 30 day rolling period to calculate the metering threshold.

    • If a user accesses their 10 clicks in one day, they must wait 30 days before being granted access again.
    • If a user accesses one story per day for 10 days, then additional accesses will be granted only when one or more of those clicks is over 30 days in the past.

    Metering threshold is based on whether access or item is selected. If a user refreshes the page then this counts as another access, but this does not count as another item.

    1. Add the additional details for data gathering or data filter metering:
    • Data gathering: Click Add data capture form to add a data capture form to the Data Gathering setting.

    DataCapture

      • Select the data capture form
      • Click Add
      • Click Finish
    • Data Filter: Click Add data filter to add a BI filter to the Data Filter setting. 

    Example of the Add Filter Window

      • Use the Brand drop-down menu to show only the BI filters in a brand
      • Use the Groups drop-down menu to show only the BI filters in a group
      • Each BI filter has a filter type. Click on a filter type above the table to only show BI filters of that type
      • Click on a column heading to sort the table
      • Click on a BI filter title to select it and click Finish
    1. Click Save