Terry's Second Site Tips

Controlling Who is Included
For Second Site 2

This page updated 5 May 2009

Version note: Applies to Second Site 2

Second Site's capabilities for controlling which people are included in your site have been significantly improved in Second Site 3. This article contains the information I formerly published on this topic for Second Site 2. The information for Second Site 3 is in my new article of the same title.

If your TMG Data Set if very large you probably won't want to include everyone in your Data Set in your webpages. Second Site offers a great tool to control who will be included. To use it, you need a Flag in your TMG Data Set which is set to mark those you want to include. Generally you would create a custom Flag for the purpose (use File > Flag Manager to access the Flag Manager in TMG). The Flag can have any number of possible values, one or more of which can be used to indicate the persons that are to be included in (or excluded from) the webpages.

Unless you will only include a very few people for whom you can set the flag manually, use the Secondary Output of the List of People report to set the Flag for the desired people. You can collect the people you want in the Focus Group, then use the List of People report to set the Flag based on the Focus Group. Or, you can use a filter directly in the List of People report. Often several passes with the List of People report and filters are required. See my article on Filters for some tips on collecting the people you want to include.

Once you have marked the desired individuals with a Flag, go to the Data > People screen in Second Site, and click on the Set Flag Filter button to specify the flag to be used:

Using Flags

On the Set Flag Value Filter screen, choose your Flag from the drop-down list (here I choose a custom Flag named "Site"). Then specify whether those marked by the Flag are to be included or excluded, then enter the Value of the Flag that Second Site is to use. Here I chose "Include" and typed in "Y," so everyone marked with a Y value in that Flag will be included in the site.


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