Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21

From version 10.1
edited by Admin
on 2020/01/05 19:12
Change comment: There is no comment for this version
To version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:55
Change comment: There is no comment for this version

Summary

Details

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Title
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1 -Utilities - Target Engine
1 +Utilities - Target Engine (v12.x)
Author
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1 -XWiki.Admin
1 +XWiki.melanie@one-count_com
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 -The Targeting Engine is a powerful tool that allows to to quickly and easily define audience **Segments** and target them with specific **Actions**, e.g. target specific ads, display a pop-up, send an email, redirect to another page or site.
7 + The Targeting Engine (v. 11.6 and later) / Persona Manager (pre v. 11.6) is a powerful tool that allows to to quickly and easily define audience segments and target them with specific actions, e.g. target specific ads, display a pop-up, send an email, redirect to another page or site.
8 8  
9 -You can target segments by IP Address and User Agent. This functionality can be used to define a set of IP addresses that may be, for example, non-human traffic that you don't want to display paid banner ads to. By defining the target IP addresses and setting the action to serve only house ads, those IP addresses won't be counted as impressions/views/clicks for paid banner advertising. Or you could redirect to a page or a pop-up with a message that the IP address is suspected of being non-human traffic and a number to call if not the case. That IP could then be removed from the target segment.
9 +Version 11.6 and later have added functionality that allows you to target segments by IP Address and User Agent. This functionality can be used to define a set of IP addresses that may be, for example, non-human traffic that you don't want to display paid banner ads to. By defining the target IP addresses and setting the action to serve only house ads, those IP addresses won't be counted as impressions/views/clicks for paid banner advertising. Or you could redirect to a page or a pop-up with a message that the IP address is suspected of being non-human traffic and a number to call if not the case. That IP could then be removed from the target segment.
10 10  
11 -The following lesson will provide details on how to use the **Segment Manager**, **Action Manager**, and **Target Engine**.
11 +The following lesson will provide details on how to use the Targeting Engine / Persona Manager.
12 12  
13 13  === Please Note: ===
14 14  
... ... @@ -18,305 +18,200 @@
18 18  
19 19  Also note that both users who fit the criteria for the defined segment as of the effective start date of an action and users who meet the criteria at any time during the effective date range will be targeted.
20 20  
21 -=== CREATING A NEW SEGMENT ===
21 +=== OPENING THE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW ===
22 22  
23 -From the Segment Manager menu, select Segment Manager:**
24 -**
23 +=== Select UTILITIES from the main menu. ===
25 25  
26 -[[image:attach:segment manager menu.png||width="800"]]
25 +[[image:attach:media_1436816640442.png||align="center"]]
27 27  
28 -\\
27 +=== Select TARGETING ENGINE from the sub-menu. ===
29 29  
30 -You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
29 +[[image:attach:media_1436816664853.png||align="center"]]
31 31  
32 -[[image:attach:manage segments.png||height="250"]]
31 +This will open the Targeting Automation & Personalization (TAP) window displaying a list of existing personas, if any, as shown below.
33 33  
34 -\\
33 +[[image:attach:media_1436816784643.png||align="center"]]
35 35  
36 -You'll be taken to a screen allowing you to define a new segment. Give your segment a descriptive name. You can enter a brief description of the segment as well.
35 +Expanding the details of a persona will show you the target segment and actions for that persona. (See screenshot below.)
37 37  
38 -[[image:attach:segment-definion.png||height="250"]]
37 +[[image:attach:media_1437059609834.png||align="center"]]
39 39  
40 -\\
39 +Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below.
41 41  
42 -A segment is a group of people. You can define that group based on any number of demographic criteria, ie., "who" the user is, or based on behavioral criteria, ie., "what" the user has done. You can also create an "Account-based Segment." This is typically a group of IP Addresses that define a target company.
41 +[[image:attach:media_1437064543783.png||align="center"]]
43 43  
44 -If you click the "First Party" tab, you will have the opportunity to define a segment. Click on the "User" button to define the segment based on demographic characteristics or select Account to define your segment based on an IP address range.
43 +=== CREATE A NEW PERSONA ===
45 45  
46 -=== CREATE A DEMOGRAPHIC SEGMENT ===
45 +=== Click "Create Persona" button ===
47 47  
48 -of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment. Or choose Account to define an account-based segment.
47 +[[image:attach:media_1437064785909.png||align="center"]]
49 49  
50 -[[image:attach:segment-demos.png||height="250"]]
49 +This will open the Profile window, which is Step 1 in creating the persona.
51 51  
52 -If you choose a demographic question that has a multiple choice response, simply click in the target box and start typing one of the responses. ONEcount should pre-populate the box with the response. Multiple responses can be defined for a single question.
51 +You move forward through the creation process by clicking "Next" at each step, and you can move back to the previous step by clicking "Back".
53 53  
54 -To add multiple demographic questions to a segment, simply click the Add button on the right-hand side and ONEcount will allow you to add another demographic question.
53 +**Note that if you click the "Back" button, the step you were working on won't be saved. All steps are saved only at Step 4: Review and Save.**
55 55  
56 -In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
55 +=== Step 1 Profile ===
57 57  
58 -If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment. If you would like to add behavioral characteristics to your segment (ie., Peditricians who live in Arizona and have read three articles on diabetes), click on the Behavior tab.
57 +[[image:attach:media_1437065487760.png||align="center"]]
59 59  
60 -\\
59 +Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button.
61 61  
62 -[[image:attach:segment-content.png||height="250"]]
61 +=== Step 2 – Segment ===
63 63  
64 -To define behavioral characteristics of your segment, choose a behavior type from the Category pull-down. The sub-category pull-down will change depending on the Category that was chosen. For the target, you can enter keywords in the Target box if the value(s) are free text.
63 +A "Segment" is a subgroup of your user universe that you wish to target with a specific action.
65 65  
66 -If the Target values are multiple choice, you can put your cursor in the box, hit back-space, and then start typing possible values. ONEcount will show matching values, just hit enter and ONEcount will add the value to the target.
65 +You can define a target segment by User including Product, Demographics, Source Code, Newsletter, or Web filters or by Account.
67 67  
68 -You can add multiple values to a single behavioral target; they will be "OR" values, meaning the segment will be true if any of the values is present.
67 +**Product** – Allows you to segment based on a product subscription status
68 + **Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria
69 + **Source Code** – Allows you to segment based on assigned or not assigned Source Code
70 + **Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter
71 + **Web** – Allows you to segment based on whether a user has or has not visited a specified section or page on your web site. Note that this behavior-based filter needs to be used in conjunction with any of the other identity-based filters listed above (Product, Demographics, Source Code, Newsletter).
69 69  
70 -Define the frequency of the action in the Freq./Days box. This means how many times within the given date range this even has happened, and enter a date range for the given event.
73 +See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below.
71 71  
72 -If you add multiple behavioral criteria to your segment (hit Add) to add more behavioral criteria, be sure to define whether this criteria is AND/OR, meaning, whether this segment will match when both criteria are met (AND), or when either of the criteria is met (OR).
75 +You may select multiple filters and multiple options within filters.
73 73  
74 -There is a wide range of behavioral criteria that can be used for behavioral segments:
77 +=== A. Segment by User ===
75 75  
76 -**Banner**: Users are selected based on the banner ads they have viewed on your site. The sub-category for Banners is Viewed or Clicked. Target is the name of the banner(s).
79 +[[image:attach:media_1437075145033.png||align="center"]]
77 77  
78 -**Content**: Users are selected based on the meta keywords contained on the pages a user visits. The sub-category for Content is Viewed or Clicked. Target is the content keyword.
81 +The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option.
79 79  
80 -**Email**: Users are selected based on the emails (from your ONEcount-integrated ESP or ONEmail) that the user has engaged with. The sub-category for Email is Opened or Clicked. Target is the name or subject of the e-mail campaign.
83 +Notice the "AND" / "OR" logic that can be used to join different filters for the segment. Multiple selections //within// a filter use "OR" logic.
81 81  
82 -**Form**: Users are selected based on the ONEcount form they have engaged with. The sub-category for Form is Completed. Target is the name of the form.
85 +**To add additional criteria to a segment, click the "And" or "Or" button.**
83 83  
84 -**Package Transaction**: Users are selected based on the ONEcount package transaction they have executed. The sub-categories for Package Transaction are Subscribed/Purchased, Currently Subscribed, Not Subscribed, Expired, Will Expire, Unsubscribed. The Target is the name of the package.
87 +In the example above, the targeted segment is all users who:
85 85  
86 -**Package Status**: Users are selected based on the status of a package they have purchased or subscribed to. Best when used with a Package Transaction criteria. The sub-categories for Package Status are any of the package Statuses that you've defined in the Package Status section under the Inventory menu in ONEcount. There are no targets for this option.
89 +A. are NOT ("Without") new //OR// renewal subscribers, with a product status of Qualified Print //OR// Qualified Digital //OR// Non-Qualified Digital, to the Magazine //OR// Digital Edition product;
87 87  
88 -**Source Code**: Users are selected based on the source code for any transaction they have executed within ONEcount. The sub-category is Selected. The target is the specific source codes that are used. Possible options are the source codes defined in the Source Code manager under the Inventory section of ONEcount.
91 +**AND**
92 + B. have ('With") opened the "...ain Today" newsletter;
93 + **OR**
94 + C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics".
89 89  
90 -**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed. The target is a URL or URL fragment.
96 +**That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected.
91 91  
92 -**Product Transaction**: Users are selected based on products that they have purchased. The sub-categories are Subscribed/Purchased, Currently Subscribed, Not Subscribed and Unsubscribed. The target is the product name.
98 +=== B. Segment by Account ===
93 93  
94 -**Product Attribute**: Users are selected based on specific attributes of the products they have purchased. The sub-categories are the attributes (ie., category, type, state, etc.) The target is the value of that attribute (ie., blue, edible, New York, etc.) If the sub-category is a multiple-choice list, then your target must be the name of one of those elements of the list. If the sub-category is a free text field, you can enter any value in the target box.
100 +[[image:attach:media_1437079883697.png||align="center"]]
95 95  
96 -Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.**
102 +Version 11.6 and later have added functionality that allows you to target segments by Account – which is IP Address and User Agent. A user agent is any software that retrieves and presents Web content for end users. User agents include Web browsers, media players, and plug-ins that help in retrieving, rendering and interacting with Web content.
97 97  
98 -\\
99 -
100 -(% style="margin-left: 30.0px;" %)
101 -=== CREATE AN ACCOUNT-BASED SEGMENT ===
102 -
103 -(% style="margin-left: 30.0px;" %)
104 -target segments by Account – which is IP Address and User Agent. A user agent is any software that retrieves and presents Web content for end users. User agents include Web browsers, media players, and plug-ins that help in retrieving, rendering and interacting with Web content.
105 -
106 -(% style="margin-left: 30.0px;" %)
107 107  This functionality can be used, among other things, to define a set of IP addresses of invalid/non-human traffic that you don't want to display paid banner ads to. By defining the target IP addresses and setting the action to serve only house ads, those IP addresses won't be counted as impressions/views/clicks for sponsored banner advertising because they won't be served sponsored ads. Or you could redirect to a page or a pop-up with a message that the IP address is suspected of being non-human traffic and a number to call if not the case. That IP could then be removed from the target segment.
108 108  
109 -(% style="margin-left: 30.0px;" %)
110 110  So, in the example above, the segment will include all users coming from IP address xx.xxx.20.80 using Safari **OR** from IP address xx.xxx.145.194 or 24.xxx.xxx.10 using Mozilla 5.0 **OR,** etc...
111 111  
112 -(% style="margin-left: 30.0px;" %)
113 113  Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field.
114 114  
115 115  To create a segment of ALL users, both known and unknown, enter the IP address 1.0.0.0/1. This will include all possible IP addresses and, by extension, all users who visit your site.
116 116  
117 -== **CREATE AN ACTION** ==
112 +=== Step 3 Action ===
118 118  
119 -From the Segment Manager menu, select Action Manager. This is where you define the action to be taken for a segment, e.g. a website pop-up or ad targeting. Types of available Actions include: Pop-Up, Redirect, Ad Target, Transactional Email
114 +"Action" is where you define the action to be taken for the identified segment, e.g. a website pop-up or ad targeting.
120 120  
121 -\\
116 +Types of Actions include: Pop-Up, Redirect, Ad Target, Email
122 122  
123 -[[image:attach:Action-manager menu.png||width="800"]]
118 +You can use any existing actions by clicking in the "Select Actions" field and selecting the action (see screenshot below) or create a new action (see A-D below).
124 124  
125 -\\
120 +[[image:attach:media_1442601673145.png||align="center"]]
126 126  
127 -You'll see a list of Actions that have been previously been created. To create a new Action, click "Create Action" in the upper right.
122 +Hover over an action to see details (see screenshot below).
128 128  
129 -\\
124 +[[image:attach:media_1442602167866.png||align="center"]]
130 130  
131 -[[image:attach:action-manager.png||height="250"]]
126 +=== A. Create Pop-Up ===
132 132  
133 -\\
134 -
135 -You'll be asked to provide a name for your new segment. Make it descriptive. You can also provide a brief description for this action. Click Next.
136 -
137 -\\
138 -
139 -[[image:attach:define-action.png||height="250"]]
140 -
141 -On the next screen, from the Action pull-down, choose the type of action you would like. Again, you have four choices: Ad Target (through Google Ad Manager or DFP), Pop-UP, Transactional Email, or Redirect.
142 -
143 -=== **CREATE AN AD TARGET** ===
144 -
145 -Here, we are defining an Ad Target. This will allow ONEcount to tell Google Ad Manager (DFP) what ad to target when a specific user is on your web site. The specific users will be defined in the Segment that you link to this target.
146 -
147 -In the screen below, you'll see the options for an Ad Target. The first two options are Target Domain and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
148 -
149 -In content-based targeting, you define a specific page or web site section (or a whole site) to be targeted with a banner or banner campaign. In effect you are saying, whenever someone comes to this section or this web site, show them this banner.
150 -
151 -ONEcount targets ads based on identity. ONEcount is saying in effect, for this specific person (as defined by the Segment linked to this Action), show this ad. Period.
152 -
153 -The Target Domain and Section options are used to limit this behavior. So what we are saying then is that for this specific person (as defined by the Segment linked to this Action) show this ad, but ONLY on these domains and in these specific sections of the site.
154 -
155 -Why would we do that? Generally, this is limitation is used because we want to target a user with one ad campaign on one site, and a different campaign on another site.
156 -
157 -For example, say we have a pediatrician who we want to target with an ad for a skin medicine on our dermatology site, but an ad for a different drug when he visits a site on diabetes.
158 -
159 -[[image:attach:Define-banner-target.png||height="250"]]
160 -
161 -The Target Domain and Section parameters are only required if you want to limit the banner. If you leave them blank, the user will be targeted across all your web sites.
162 -
163 -The last property is the Key/Value pair that you will use to tell Google Ad Manager which banners or Line Items to target at this user. Consult for Google Ad Manager documentation on Key/value pair targeting. You may specify more than one Key/Value pair for this target. This allows Google Ad Manager or DFP to decide which banners to show.
164 -
165 -For example, say you wanted to target users who read stories about high school basketball. You could create a segment of users who viewed content tagged "high school boys basketball." You could then create three Key/Value pairs for the action you link to that segment: one for high school boys basketball, one for high school sports, and one for high school boys sports. You could then use Google Ad Manager or DFP to determine how the user is targeted and the prioritization of each banner.
166 -
167 -NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
168 -
169 -=== CREATE A POP-UP TARGET ===
170 -
171 -You can also create a pop-up target for your segments. There are two different types of pop-ups that can be defined in the ONEcount Action Manager: A ONEcount pop-up, and a Custom HTML pop-up.
172 -
173 -Choose Pop-Up from the Action pull-down at the top.
174 -
175 -The next two options are Target Domain and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
176 -
177 -In content-based targeting, you define a specific page or web site section (or a whole site) to be targeted with a pop-up. In effect you are saying, whenever someone comes to this section or this web site, show them this pop-up.
178 -
179 -ONEcount targets pop-ups based on identity. ONEcount is saying in effect, for this specific person (as defined by the Segment linked to this Action), show this pop-up. Period.
180 -
181 -The Target Domain and Section options are used to limit this behavior. So what we are saying then is that for this specific person (as defined by the Segment linked to this Action) show this pop-up, but ONLY on these domains and in these specific sections of the site.
182 -
183 -Why would we do that? Generally, this is limitation is used because we want to target a user with pop-up campaign on one site, and a different campaign on another site.
184 -
185 -For example, say we have a pediatrician who we want to target with a pop-up for a skin medicine on our dermatology site, but a pop-up for a conference when he visits our site on diabetes.
186 -
187 -The Target Domain and Section parameters are only required if you want to limit the banner. If you leave them blank, the user will be targeted across all your web sites.
188 -
189 -[[image:attach:pop-up-action.png||width="800"]]
190 -
191 -Next we determine the priority of this pop-up relative
192 -
193 -\\
194 -
195 -(% style="margin-left: 30.0px;" %)
196 -===== A. Create Pop-Up =====
197 -
198 -(% style="margin-left: 30.0px;" %)
199 199  ~1. Click "New action".
200 -2. Give the action a name and description (optional).
201 -3. Click "Next".
202 -4. Complete the fields as shown below.
203 -5. Click "Next".
129 + 2. Give the action a name and description (optional).
130 + 3. Click "Next".
131 + 4. Complete the fields as shown below.
132 + 5. Click "Next".
204 204  
205 -(% style="margin-left: 30.0px;" %)
206 206  [[image:attach:media_1442611132544.png||align="center"]]
207 207  
208 -(% style="margin-left: 30.0px;" %)
209 209  Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
210 210  
211 -(% style="margin-left: 30.0px;" %)
212 212  Upon clicking "Save", you'll be returned to the "Define action to take" window where you'll see the name of the saved action in the action field. (See below.)
213 213  
214 -(% style="margin-left: 30.0px;" %)
215 215  Click "Next" to continue to Step 4 – Review and Save.
216 216  
217 -(% style="margin-left: 30.0px;" %)
218 218  [[image:attach:media_1443034475680.png||align="center"]]
219 219  
220 -(% style="margin-left: 30.0px;" %)
221 221  When a pop-up action is in effect, a pop-up will appear for the specified target segment in the designated domains and sections at the set frequency and priority level. Please see example below.
222 222  
223 -(% style="margin-left: 30.0px;" %)
224 224  [[image:attach:media_1443033012905.png||align="center"]]
225 225  
226 -(% style="margin-left: 30.0px;" %)
227 227  Note that the display opt-out will appear only if checked when creating the pop-up action.
228 228  
229 -(% style="margin-left: 30.0px;" %)
230 -===== B. Create Redirect =====
150 +=== B. Create Redirect ===
231 231  
232 -(% style="margin-left: 60.0px;" %)
233 233  ~1. Click "New action".
234 -2. Give the action a name and description (optional).
235 -3. Click "Next".
236 -4. Complete the fields as shown below.
237 -5. Click "Next".
153 + 2. Give the action a name and description (optional).
154 + 3. Click "Next".
155 + 4. Complete the fields as shown below.
156 + 5. Click "Next".
238 238  
239 -(% style="margin-left: 60.0px;" %)
240 240  [[image:attach:media_1442947217827.png||align="center"]]
241 241  
242 -(% style="margin-left: 60.0px;" %)
243 243  Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
244 244  
245 -(% style="margin-left: 60.0px;" %)
246 246  Upon clicking "Save", you'll be returned to the "Define action to take" window where you'll see the name of the saved action in the action field. (See below.)
247 247  
248 -(% style="margin-left: 60.0px;" %)
249 249  Click "Next" to continue to Step 4 – Review and Save.
250 250  
251 -(% style="margin-left: 60.0px;" %)
252 252  When a redirect is in effect, the redirect will occur for the specified target segment in the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
253 253  
254 -(% style="margin-left: 30.0px;" %)
255 -===== C. Create Ad Target =====
168 +=== C. Create Ad Target ===
256 256  
257 -(% style="margin-left: 30.0px;" %)
258 258  In order for ad targeting to work, the ad code on your site must be updated so that it will accept and process Key and Value variables. GCN will provide you with the correct code.
259 259  
260 -(% style="margin-left: 30.0px;" %)
261 261  ~1. Click "New action".
262 -2. Give the action a name and description (optional).
263 -3. Click "Next".
264 -4. Complete the fields as shown below.
265 -5. Click "Next".
173 + 2. Give the action a name and description (optional).
174 + 3. Click "Next".
175 + 4. Complete the fields as shown below.
176 + 5. Click "Next".
266 266  
267 -(% style="margin-left: 30.0px;" %)
268 268  [[image:attach:media_1446742365693.png||align="center"]]
269 269  
270 -(% style="margin-left: 30.0px;" %)
271 271  Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
272 272  
273 -(% style="margin-left: 30.0px;" %)
274 274  Upon clicking "Save", you'll be returned to the "Define action to take" window where you'll see the name of the saved action in the action field. (See below.)
275 275  
276 -(% style="margin-left: 30.0px;" %)
277 277  Click "Next" to continue to Step 4 – Review and Save.
278 278  
279 -(% style="margin-left: 30.0px;" %)
280 280  When an ad target is in effect, only those ads specified by Key and Value will display for the specified target segment on the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
281 281  
282 -*
283 -** In Revive/OpenX, these variables are created under Inventory > Banner > Delivery Options > Add Delivery Limitation > Site-Variable > Add > enter Key and Value variables. These variables are of your choosing and can be text or numbers.
188 +* In Revive/OpenX, these variables are created under Inventory > Banner > Delivery Options > Add Delivery Limitation > Site-Variable > Add > enter Key and Value variables. These variables are of your choosing and can be text or numbers.
284 284  
285 -(% style="margin-left: 30.0px;" %)
286 286  [[image:attach:media_1443036194948.png||align="center"]]
287 287  
288 -(% style="margin-left: 30.0px;" %)
289 289  When an ad target is in effect, only those ads specified by Key and Value will display for the specified target segment on the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
290 290  
291 -(% style="margin-left: 30.0px;" %)
292 -===== D. Create Email =====
194 +=== D. Create Email ===
293 293  
294 -(% style="margin-left: 30.0px;" %)
295 295  ~1. Click "New action".
296 -2. Give the action a name and description (optional).
297 -3. Click "Next".
298 -4. Complete the fields as shown below.
299 -5. Click "Next".
197 + 2. Give the action a name and description (optional).
198 + 3. Click "Next".
199 + 4. Complete the fields as shown below.
200 + 5. Click "Next".
300 300  
301 -(% style="margin-left: 30.0px;" %)
302 302  [[image:attach:media_1442946953775.png||align="center"]]
303 303  
304 -(% style="margin-left: 30.0px;" %)
305 305  Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
306 306  
307 -(% style="margin-left: 30.0px;" %)
308 308  Upon clicking "Save", you'll be returned to the "Define action to take" window where you'll see the name of the saved action in the action field. (See below.)
309 309  
310 -(% style="margin-left: 30.0px;" %)
311 311  Click "Next" to continue to Step 4 – Review and Save.
312 312  
313 -(% style="margin-left: 30.0px;" %)
314 314  [[image:attach:media_1443035194695.png||align="center"]]
315 315  
316 -(% style="margin-left: 30.0px;" %)
317 317  When an email action is in effect, the email will be sent to the specified target segment on the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
318 318  
319 -==== Step 4 – Review and Save ====
214 +=== Step 4 – Review and Save ===
320 320  
321 321  [[image:attach:media_1446742842763.png||align="center"]]
322 322  
... ... @@ -330,27 +330,25 @@
330 330  {{/layout-cell}}
331 331  
332 332  {{layout-cell}}
333 -{{panel title="Search All Documentation:"}}
228 +**Search all Documentation:**
334 334  
335 335  
231 +
336 336  {{livesearch/}}
337 -{{/panel}}
338 338  
339 -{{panel title="Search USER OPERATIONS Documentation:"}}
234 +
340 340  
236 +**Search USER OPERATIONS Documentation:**
341 341  
342 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
343 -{{/panel}}
344 344  
345 -{{panel title="On this page:"}}
346 346  
240 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
347 347  
348 -{{toc/}}
349 -{{/panel}}
242 +
350 350  
351 -{{panel title="More USER OPERATIONS Documentation"}}
352 -{{expand}}
353 - **Add Users
244 +{{expand title="More USER OPERATIONS Documentation"}}
245 +(% style="margin-left: 30.0px;" %)
246 +**Add Users
354 354  **
355 355  
356 356  (% style="margin-left: 60.0px;" %)
... ... @@ -357,43 +357,43 @@
357 357  
358 358  
359 359  (% style="margin-left: 60.0px;" %)
360 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
253 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
361 361  
362 362  (% style="margin-left: 60.0px;" %)
363 -[[doc:Pre-Import Checklist]]
256 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
364 364  
365 365  (% style="margin-left: 60.0px;" %)
259 +[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]]
366 366  
367 -
368 368  (% style="margin-left: 60.0px;" %)
369 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
262 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
370 370  
371 371  (% style="margin-left: 60.0px;" %)
372 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
265 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
373 373  
374 374  (% style="margin-left: 60.0px;" %)
375 -[[doc:Add Audience]]
268 +[[Add Audience>>doc:Add Audience (v12\.x)]]
376 376  
377 377  (% style="margin-left: 30.0px;" %)
378 378  **Batch Operations**
379 379  
380 380  (% style="margin-left: 60.0px;" %)
381 -[[doc:Bulk Operation - How to Perform a Batch Delete]]
274 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
382 382  
383 383  (% style="margin-left: 60.0px;" %)
384 -[[doc:Bulk Operation - How to Perform a Batch Product Change]]
277 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
385 385  
386 386  (% style="margin-left: 60.0px;" %)
387 -[[doc:Bulk Operation - How to Perform a Batch Status Change]]
280 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
388 388  
389 389  (% style="margin-left: 60.0px;" %)
390 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
283 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
391 391  
392 392  (% style="margin-left: 60.0px;" %)
393 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
286 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
394 394  
395 395  (% style="margin-left: 60.0px;" %)
396 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
289 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
397 397  
398 398  (% style="margin-left: 30.0px;" %)
399 399  **Target Audience Segments**
... ... @@ -402,27 +402,10 @@
402 402  (% style="color: rgb(0,51,102);" %) __
403 403  __
404 404  
405 -\\
298 +
406 406  
407 -\\
300 +
408 408  {{/expand}}
409 -{{/panel}}
410 -
411 -\\
412 -
413 -\\
414 -
415 -\\
416 -
417 -\\
418 -
419 -\\
420 -
421 -\\
422 422  {{/layout-cell}}
423 423  {{/layout-section}}
424 424  {{/layout}}
425 -
426 -\\
427 -
428 -\\
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -23331690
1 +66932
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/23331690/Utilities - Target Engine
1 +https://info.onecount.net//wiki/spaces/OD/pages/66932/Utilities - Target Engine (v12.x)