Changes for page Segment Manager

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

From 10.1 to 11.1 From 15.1 to 16.1

From version 11.1

edited by Admin
on 2020/01/05 19:38

Change comment: There is no comment for this version

To version 15.1

edited by santosh
on 2021/09/16 09:35

Change comment: There is no comment for this version

Raw
Rendered

Summary

Page properties (3 modified, 0 added, 0 removed)
Objects (1 modified, 0 added, 0 removed)
- Confluence.Code.ConfluencePageClass[0]

Details

Page properties

Title

@@ -1,1 +1,1 @@
--Utilities - Target Engine
++Segment Manager

Author

@@ -1,1 +1,1 @@
--XWiki.Admin
++XWiki.santosh

Content

@@ -18,9 +18,9 @@
  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.
--=== CREATING A NEW SEGMENT ===
++===  ===
--From the Segment Manager menu, select Segment Manager:**
++{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the Segment Manager menu, select Segment Manager:**
  **
  [[image:attach:segment manager menu.png||width="800"]]
@@ -43,9 +43,9 @@
  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.
--=== CREATE A DEMOGRAPHIC SEGMENT ===
++===  ===
--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.
++{{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.
  [[image:attach:segment-demos.png||height="250"]]
@@ -81,7 +81,7 @@
  **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.
--**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.
++**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. The selected date range will query on Request Date (Not Transaction Date).
  **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.
@@ -89,15 +89,23 @@
  **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.
--**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.
++**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. The selected date range will query on Request Date (Not Transaction Date).
  **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.
  Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.**
++**Note: There can be only one rule for each criteria like web, banner. If you have multiple target values all of them can be added into 1 rule by adding multiple values into target box.**
++
  \\
  (% style="margin-left: 30.0px;" %)
++===
++ ===
++
++{{id name="CreateAccountSegment"/}}
++
++(% style="margin-left: 30.0px;" %)
  === CREATE AN ACCOUNT-BASED SEGMENT ===
  (% style="margin-left: 30.0px;" %)
@@ -114,9 +114,9 @@
  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.
--== **CREATE AN ACTION** ==
++==  ==
--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
++{{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
  \\
@@ -140,8 +140,13 @@
  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.
--=== **CREATE AN AD TARGET** ===
++===
++ ===
++{{id name="CreateAdAction"/}}
++
++=== **CREATE AN AD ACTION** ===
++
  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.
  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.
@@ -168,8 +168,13 @@
  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
--=== CREATE A POP-UP TARGET ===
++===
++ ===
++{{id name="CreatePopupAction"/}}
++
++=== CREATE A POP-UP ACTION ===
++
  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.
  Choose Pop-Up from the Action pull-down at the top.
@@ -215,6 +215,12 @@
  Note that the display opt-out will appear only if checked when creating the pop-up action.
  (% style="margin-left: 30.0px;" %)
++===
++ ===
++
++{{id name="CreateRedirectAction"/}}
++
++(% style="margin-left: 30.0px;" %)
  === **CREATE A REDIRECT ACTION** ===
  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.
@@ -247,9 +247,15 @@
  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.
  (% style="margin-left: 30.0px;" %)
--=== CREATE E-MAIL ACTION ===
++===
++ ===
++{{id name="CreateEmailAction"/}}
++
  (% style="margin-left: 30.0px;" %)
++=== CREATE EMAIL ACTION ===
++
++(% style="margin-left: 30.0px;" %)
  To send a transactional e-mail to a user, choose Email from the Action pull-down.
  (% style="margin-left: 30.0px;" %)
@@ -270,7 +270,7 @@
  (% style="margin-left: 30.0px;" %)
  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.
--==== Step 4 – Review and Save ====
++Review and Save
  [[image:attach:media_1446742842763.png||align="center"]]
@@ -278,8 +278,89 @@
  If you wish to make changes, click the "Back" button to move backward through the steps.
++\\
++==
++ ==
++{{id name="CreateTarget"/}}
++
++== **CREATE A TARGET: CONNECTING SEGMENTS TO ACTIONS** ==
++
++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?
++
++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:
++
++\\
++
++[[image:attach:target-engine-menu.png||width="800"]]
++
++\\
++
++You'll see a list of existing targets and have an opportunity to create a new one. To edit an existing target, click on the pencil icon next to the target.
++
++\\
++
++[[image:attach:target-list.png||width="800"]]
++
++\\
++
++Once a segment has been defined and executed by the system, you can see up to the minute the statistics on your target by clicking on the small arrow next to the target. The screen will expand to show the details of your target, as well as usage statistics. In this case, the target waas seen 296,852 times by 35,166 unique users. The numbers in blue next to Known represent the number of known or identified views or users who have interacted with this target.
++
++\\
++
++[[image:attach:expanded-target-list.png||width="800"]]
++
++\\
++
++To create a new target, click "Create Target" in the upper-right corner. You'll be presented with a screen allowing you to give the target a title and a brief description. You'll also be given the opportunity to define an effective date range. This is the time period during which the Target will be active.
++
++Please note that if you have defined a time-frame in your segment for behavior, it will not effect the date range for the target. The reason is because the segment time-frame determines who is in the segment, the target time-frame determines when the target will be "live."
++
++For example, you might create a segment of web site visitors who looked at Halloween merchandise on your site from 10/1 to 10/31, and then a target that runs 11/1 through 11/25 offering them a discount on Thanksgiving merchandise.
++
++\\
++
++[[image:attach:target-definition.png||width="800"]]
++
++Once you have defined the name and date range of your target, simply select the appropriate Segment to the Action(s) you want to execute. Note than mor than one Action can be selected for a given segment.
++
++\\
++
++[[image:attach:target-segment-action.png||width="800"]]
++
++\\
++
++Click Next to reviewyour settings, and then save.
++
++\\
++
++\\
++
++[[image:attach:target-review-and-save.png||width="800"]]
++
++\\
++
++\\
++
++\\
++
++\\
++
++\\
++
++\\
++
++\\
++
++\\
++
++\\
++
++\\
++
++
++
  {{id name="End ScreenSteps Content"/}}
  {{/layout-cell}}

Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--23331698
++54198375

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/23331698/Utilities - Target Engine
++https://info.onecount.net//wiki/spaces/OD/pages/54198375/Segment Manager