Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 11.1
edited by Admin
on 2020/01/05 19:38
Change comment: There is no comment for this version
To version 12.1
edited by Admin
on 2020/01/06 16:02
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
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1 -Utilities - Target Engine
1 +Segment Manager
Content
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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 +=== ===
22 22  
23 -From the Segment Manager menu, select Segment Manager:**
23 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the Segment Manager menu, select Segment Manager:**
24 24  **
25 25  
26 26  [[image:attach:segment manager menu.png||width="800"]]
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43 43  
44 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.
45 45  
46 -=== CREATE A DEMOGRAPHIC SEGMENT ===
46 +=== ===
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.
48 +{{id name="CreateDemoSegment"/}}CREATE A DEMOGRAPHIC SEGMENTof 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.
49 49  
50 50  [[image:attach:segment-demos.png||height="250"]]
51 51  
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98 98  \\
99 99  
100 100  (% style="margin-left: 30.0px;" %)
101 +===
102 + ===
103 +
104 +{{id name="CreateAccountSegment"/}}
105 +
106 +(% style="margin-left: 30.0px;" %)
101 101  === CREATE AN ACCOUNT-BASED SEGMENT ===
102 102  
103 103  (% style="margin-left: 30.0px;" %)
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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** ==
123 +== ==
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
125 +{{id name="CreateAction"/}}CREATE AN ACTIONFrom 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
120 120  
121 121  \\
122 122  
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140 140  
141 141  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.
142 142  
143 -=== **CREATE AN AD TARGET** ===
149 +===
150 + ===
144 144  
152 +{{id name="CreateAdAction"/}}
153 +
154 +=== **CREATE AN AD ACTION** ===
155 +
145 145  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.
146 146  
147 147  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.
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168 168  
169 169  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
170 170  
171 -=== CREATE A POP-UP TARGET ===
182 +===
183 + ===
172 172  
185 +{{id name="CreatePopupAction"/}}
186 +
187 +=== CREATE A POP-UP ACTION ===
188 +
173 173  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.
174 174  
175 175  Choose Pop-Up from the Action pull-down at the top.
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215 215  Note that the display opt-out will appear only if checked when creating the pop-up action.
216 216  
217 217  (% style="margin-left: 30.0px;" %)
234 +===
235 + ===
236 +
237 +{{id name="CreateRedirectAction"/}}
238 +
239 +(% style="margin-left: 30.0px;" %)
218 218  === **CREATE A REDIRECT ACTION** ===
219 219  
220 220  Choose redirect from the list of Actions. The redirect action is very similar to the Pop-Up action, except that instead of displaying a pop-up message, ONEcount will redirect the user to a URL of your choosing.
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247 247  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.
248 248  
249 249  (% style="margin-left: 30.0px;" %)
250 -=== CREATE E-MAIL ACTION ===
272 +===
273 + ===
251 251  
275 +{{id name="CreateEmailAction"/}}
276 +
252 252  (% style="margin-left: 30.0px;" %)
278 +=== CREATE EMAIL ACTION ===
279 +
280 +(% style="margin-left: 30.0px;" %)
253 253  To send a transactional e-mail to a user, choose Email from the Action pull-down.
254 254  
255 255  (% style="margin-left: 30.0px;" %)
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270 270  (% style="margin-left: 30.0px;" %)
271 271  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.
272 272  
273 -==== Step 4 – Review and Save ====
301 +Review and Save
274 274  
275 275  [[image:attach:media_1446742842763.png||align="center"]]
276 276  
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278 278  
279 279  If you wish to make changes, click the "Back" button to move backward through the steps.
280 280  
309 +\\
281 281  
311 +==
312 + ==
282 282  
314 +{{id name="CreateTarget"/}}
315 +
316 +== **CREATE A TARGET: CONNECTING SEGMENTS TO ACTIONS** ==
317 +
318 +So now you have created audience segments based on demographics, actions, or a host of other deterministic criteria. And you've created a handful of actions, including pop-ups, banner targets, transactional e-mails and redirects. How do you put it all together?
319 +
320 +The Target Engine has a very simple task: It connects Segments to Actions. It is pretty easy to use. Simply select Target Engine from the Segment Manager menu,
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324 +[[image:attach:target-engine-menu.png||width="800"]]
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332 +[[image:attach:target-list.png||width="800"]]
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348 +[[image:attach:target-definition.png||width="800"]]
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356 +[[image:attach:target-review-and-save.png||width="800"]]
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368 +[[image:attach:target-segment-action.png||height="250"]]
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283 283  {{id name="End ScreenSteps Content"/}}
284 284  {{/layout-cell}}
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376 376  {{/layout-cell}}
377 377  {{/layout-section}}
378 378  {{/layout}}
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Confluence.Code.ConfluencePageClass[0]
id
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1 -23331698
1 +23331700
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/23331698/Utilities - Target Engine
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331700/Segment Manager