Changes for page Segment Manager
Last modified by Admin User on 2025/01/24 16:21
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... ... @@ -1,1 +1,1 @@ 1 -Utilities - Target Engine 1 +Utilities - Target Engine (v12.x) - Author
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. Admin1 +XWiki.melanie@one-count_com - Content
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... ... @@ -4,11 +4,11 @@ 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 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 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. 10 10 11 -The following lesson will provide details on how to use the **SegmentManager**,**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 ... ... @@ -18,259 +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 AEWSEGMENT ===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 seealistof existing segments.Click "Create Segment"inheupperright-hand corner.29 +[[image:attach:media_1436816664853.png||align="center"]] 31 31 32 - [[image:attach:managesegments.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'llbe takento ascreeningyou to defineanew segment.Give yoursegment aescriptivename.Youcanenterbrief description of thesegmentas 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 segmentisaroup of people. You can definethatgroup based on any number of demographiccriteria, ie., "who" theuser is, or basedon 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 atarget company.41 +[[image:attach:media_1437064543783.png||align="center"]] 43 43 44 - Ifyou click the "First Party" tab, you will have the opportunity to define a segment.Clickon the "User" button to define the segment based on demographic characteristics or selectAccounttodefine your segment based on an IPaddress range.43 +=== CREATE A NEW PERSONA === 45 45 46 -=== C REATEADEMOGRAPHICSEGMENT===45 +=== Click "Create Persona" button === 47 47 48 - of your segment based on the demographic questions you have builtin your database. Youcan use any demographic question todefineasegment.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 youchoosea demographicquestionthathas a multiplechoiceresponse,simply clickthergetboxandstart typingoneofthe responses. ONEcountshould pre-populatethe boxwiththe response.Multipleresponsescanbedefined for a singlequestion.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 - Toadd multipledemographic questions toasegment,simply click theAddbuttonontheright-handsideand ONEcountwillallowyouto addanotherdemographicquestion.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 - Inthis way, you can create a demographicsegmentofusers who arePediatricians wholive in Arizona,for example.55 +=== Step 1 – Profile === 57 57 58 - If you are creating purely a demographic segment, hit "Save" and ONEcountwill save your segment. If you would like toadd behavioralcharacteristics to your segment (ie., Peditricians wholive inArizona and have read three articles ondiabetes), click on the Behaviortab.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 - Todefine behavioral characteristics of your segment,choosea behaviortypefromthe Categorypull-down. Thesub-categorypull-downwill changedepending on the Category that waschosen.Forthe target,youcan enter keywordsintheTargetboxifthevalue(s)arereetext.63 +A "Segment" is a subgroup of your user universe that you wish to target with a specific action. 65 65 66 - IftheTargetvaluesareultiplechoice, you canput yourcursorinthe box, hit back-space, andthen start typingpossible values. ONEcountwill showmatchingvalues,justhitnterand ONEcountwill addthevaluetothetarget.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 - Definethe frequency ofthe actionin the Freq./Daysbox.This meanshow manytimeswithin theivendaterangethisven has happened,andentera date rangefortheivenevent.73 +See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below. 71 71 72 - If youaddmultiple behavioral criteria toyoursegment(hit Add) to addmore behavioralcriteria, besure to define whetherthiscriteriais AND/OR, meaning,whether this segmentwill match whenboth criteria are met (AND),or wheneitherofthe criteria ismet (OR).75 +You may select multiple filters and multiple options within filters. 73 73 74 - Thereisa widerangeof behavioral criteriathat canbeused forbehavioral segments:77 +=== A. Segment by User === 75 75 76 - **Banner**:Usersare selected based onthe banner ads they have viewedon your site. The sub-category for Banners is Viewed or Clicked. Target is thenameofthebanner(s).79 +[[image:attach:media_1437075145033.png||align="center"]] 77 77 78 - **Content**:Users areselected basedonthemetakeywords containedon the pagesa user visits.Thesub-category forContentisViewed orClicked. Targetisthecontentkeyword.81 +The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option. 79 79 80 - **Email**: Users are selectedbased ontheemails(fromyourONEcount-integratedESPor ONEmail)thatthe userhasengagedwith.The sub-categoryforEmailisOpenedor Clicked.Targetenameorsubjectofthe e-mailcampaign.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**:Usersare selectedbasedonthe ONEcountformthey haveengaged with.Thesub-category for Formis Completed.Targetisthe nameoftheform.85 +**To add additional criteria to a segment, click the "And" or "Or" button.** 83 83 84 - **Package Transaction**:Users are selected based on theONEcount packagetransaction theyhaveexecuted. Thesub-categories for PackageTransaction areSubscribed/Purchased, CurrentlySubscribed, Not Subscribed,Expired, WillExpire, Unsubscribed. The Target isthe nameof the package.87 +In the example above, the targeted segment is all users who: 85 85 86 - **PackageStatus**: Users areselectedbased onthe statusofapackagethey havepurchased or subscribed to. Bestwhen used with aPackage Transactioncriteria.Thesub-categoriesforPackageStatusareany ofthepackage Statusesthatyou've defined in the Package StatussectionundertheInventorymenuin ONEcount. Thereareno 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**:Usersare selectedbasedonthewebURLsthattheyhavevisited.The sub-categoryis Viewed.Thetargetisa 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 - **ProductTransaction**: Users are selected based on products that they have purchased.Thesub-categories are Subscribed/Purchased, CurrentlySubscribed,Not Subscribed and Unsubscribed. The target is the productname.98 +=== B. Segment by Account === 93 93 94 - **Product Attribute**:Usersare selected based on specific attributes of the products they have purchased. The sub-categoriesare 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, thenyour target must be the name of one of those elements of the list. If the sub-category is a free text field, you canenterany value in the target box.100 +[[image:attach:media_1437079883697.png||align="center"]] 95 95 96 - Onceyouhave definedyourFirstParty(demographic)andBehavioralcriteria foryour segment,be sure to**HITSAVE.**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 -== **CREATEANACTION**==112 +=== Step 3 – Action === 118 118 119 - From the Segment Manager menu, selectActionManager. Thisiswhere you define the action to be taken forasegment, e.g. a website pop-up or ad targeting.Types of available Actions include: Pop-Up, Redirect, Ad Target, Transactional Email114 +"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-managermenu.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'llseealist of Actionsthathavebeenpreviouslybeencreated. Tocreatea 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 -\\ 128 +~1. Click "New action". 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". 134 134 135 - You'll be asked to provide a name for your new segment. Make itdescriptive. You can also providea briefdescriptionfor thisaction. Click Next.134 +[[image:attach:media_1442611132544.png||align="center"]] 136 136 137 - \\136 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 138 138 139 - [[image:attach:define-action.png||height="250"]]138 +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.) 140 140 141 - Onthenextscreen, fromthe Actionpull-down, choose the typeofaction you would like.Again,youhavefour choices:Ad Target (through Google AdManager or DFP), Pop-UP, Transactional Email, or Redirect.140 +Click "Next" to continue to Step 4 – Review and Save. 142 142 143 -= == **CREATE AN AD TARGET** ===142 +[[image:attach:media_1443034475680.png||align="center"]] 144 144 145 - Here, we are defininganAdTarget.ThiswillallowONEcountto tellGoogle Ad Manager(DFP) what ad totargetwhenaspecific useris on yourweb site.Thespecific userswillbe defined intheSegment thatyoulinktothistarget.144 +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. 146 146 147 - In the screen below, you'll see the options foran Ad Target. The firsttwo optionsare Target Domain and Section. These are used to// limit// thescope of this action, not todefine it.It's important to understandthedifference.146 +[[image:attach:media_1443033012905.png||align="center"]] 148 148 149 - In content-basedtargeting,youdefine aspecific pageor web site section (or a whole site)to be targetedwithabanner or bannercampaign.Ineffect you aresaying,wheneversomeonecomesto this sectionorthis website, showthem this banner.148 +Note that the display opt-out will appear only if checked when creating the pop-up action. 150 150 151 - ONEcounttargets ads based on identity.ONEcount is saying in effect, forthis specific person (as defined bytheSegment linkedto this Action),show this ad. Period.150 +=== B. Create Redirect === 152 152 153 -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. 152 +~1. Click "New action". 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". 154 154 155 - Why would we do that? Generally, this is limitation is used because we wanto target a user with one adcampaign on onesite, anda different campaignonanothersite.158 +[[image:attach:media_1442947217827.png||align="center"]] 156 156 157 - Forexample,saywehave a pediatricianwho we want totarget with an adforaskin medicineon ourdermatologysite, butanad foradifferentdrug when he visitsasite ondiabetes.160 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 158 158 159 - [[image:attach:Define-banner-target.png||height="250"]]162 +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.) 160 160 161 - TheTargetDomainand Sectionparameters are only requiredif you wanttolimitthebanner.Ifyou leavethem blank, the userwillbe targeted across all your web sites.164 +Click "Next" to continue to Step 4 – Review and Save. 162 162 163 - Thelastpropertyis theKey/Value pairhatyouwill useto tellGoogleAd Manager which banners or LineItems to targetat thisuser. ConsultforGoogleAdManagerdocumentationonKey/value pairtargeting.You mayspecifymorehanoneKey/Valuepairforthistarget. ThisallowsGoogleAd Manager orDFPtodecidewhich banners toshow.166 +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. 164 164 165 - *InRevive/OpenX, these variablesare createdunder Inventory > Banner > Delivery Options >AddDelivery Limitation > Site-Variable > Add > enter Key and Value variables.These variables are of your choosingand can beextor num168 +=== C. Create Ad Target === 166 166 167 - Forxample,say youwanted to targetuserswhoeadstoriesabouthigh school basketball.Youcould createasegmentofusers who viewed contenttagged "high schoolboys basketball."Youcouldthen createthree Key/Value pairsfortheactionyou linktothat segment: one for high schoolboys basketball,oneforhigh schoolsports,andoneforhigh schoolboys sports. You could then useGoogleAd Managerr DFP todeterminehow theuseristargetedandtheprioritizationofeach banner.170 +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. 168 168 169 -NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 172 +~1. Click "New action". 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". 170 170 171 -= == CREATE A POP-UP TARGET ===178 +[[image:attach:media_1446742365693.png||align="center"]] 172 172 173 -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 - 175 -Choose Pop-Up from the Action pull-down at the top. 176 - 177 -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. 178 - 179 -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. 180 - 181 -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. 182 - 183 -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. 184 - 185 -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. 186 - 187 -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. 188 - 189 -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. 190 - 191 -[[image:attach:pop-up-action.png||width="800"]] 192 - 193 -Next we determine the priority of this pop-up relative to other pop-ups that may be targeted at this segment. It's possible that a user is in multiple segments and may be subject to multiple pop-ups. This setting will help ONEcount determine how important this pop-up is relative to other marketing efforts. 194 - 195 -Frequency allows you determine how frequently this pop-up will appear to this user. Options include once, always (on every page load), daily (once per day), weekly, bi-weekly, monthly, or annually. 196 - 197 -Last, define the pop-up. 198 - 199 -ONEcount includes a simple pop-up builder that allows you to build a pop-up with buttons that link out to other actions like forms, web pages, etc. 200 - 201 -Simply add the header or title for your pop-up, and then the text you want to appear in the box. Check the Display Opt out box if you want the pop-up to include an option to prevent future pop-ups. Choose how many action buttons you would like on the pop-up, and define the button text and the link that the user is sent to when they click on the button. 202 - 203 -If you have pop-up code that your web team has built, you can click on the Custom HTML tab and paste your code in the box. 204 - 205 -[[image:attach:custom-popup-box.png||width="800"]] 206 - 207 -Click Next to review your Action definition, and finally Save to save it. 208 - 209 -This is an example of ONEcount's built-in pop-ups: 210 - 211 -(% style="margin-left: 30.0px;" %) 212 -[[image:attach:media_1443033012905.png||align="center"]] 213 - 214 -(% style="margin-left: 30.0px;" %) 215 -Note that the display opt-out will appear only if checked when creating the pop-up action. 216 - 217 -(% style="margin-left: 30.0px;" %) 218 -=== **CREATE A REDIRECT ACTION** === 219 - 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. 221 - 222 -One use case for this might be users who have a subscription that is running out; you could create a segment of users whose subscription expires in the next 10 days, and target that segment with an Action that redirects them to your subscription form when they first come to your site. 223 - 224 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 225 - 226 -\\ 227 - 228 -(% style="margin-left: 60.0px;" %) 229 -[[image:attach:media_1442947217827.png||align="center"]] 230 - 231 -(% style="margin-left: 60.0px;" %) 232 232 Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 233 233 234 -(% style="margin-left: 60.0px;" %) 235 235 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.) 236 236 237 -(% style="margin-left: 60.0px;" %) 238 238 Click "Next" to continue to Step 4 – Review and Save. 239 239 240 -(% style="margin-left: 60.0px;" %) 241 -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. 186 +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. 242 242 243 -(% style="margin-left: 30.0px;" %) 244 -Click "Next" to continue to Step 4 – Review and Save. 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. 245 245 246 -(% style="margin-left: 30.0px;" %) 190 +[[image:attach:media_1443036194948.png||align="center"]] 191 + 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 -(% style="margin-left: 30.0px;" %) 250 -=== CREATE E-MAIL ACTION === 194 +=== D. Create Email === 251 251 252 -(% style="margin-left: 30.0px;" %) 253 -To send a transactional e-mail to a user, choose Email from the Action pull-down. 196 +~1. Click "New action". 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". 254 254 255 -(% style="margin-left: 30.0px;" %) 256 256 [[image:attach:media_1442946953775.png||align="center"]] 257 257 258 -(% style="margin-left: 30.0px;" %) 259 259 Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 260 260 261 -(% style="margin-left: 30.0px;" %) 262 262 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.) 263 263 264 -(% style="margin-left: 30.0px;" %) 265 265 Click "Next" to continue to Step 4 – Review and Save. 266 266 267 -(% style="margin-left: 30.0px;" %) 268 268 [[image:attach:media_1443035194695.png||align="center"]] 269 269 270 -(% 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 ====214 +=== Step 4 – Review and Save === 274 274 275 275 [[image:attach:media_1446742842763.png||align="center"]] 276 276 ... ... @@ -284,27 +284,25 @@ 284 284 {{/layout-cell}} 285 285 286 286 {{layout-cell}} 287 - {{panel title="SearchAll Documentation:"}}228 +**Search all Documentation:** 288 288 289 289 231 + 290 290 {{livesearch/}} 291 -{{/panel}} 292 292 293 - {{paneltitle="Search USER OPERATIONS Documentation:"}}234 + 294 294 236 +**Search USER OPERATIONS Documentation:** 295 295 296 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 297 -{{/panel}} 298 298 299 -{{panel title="On this page:"}} 300 300 240 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 301 301 302 -{{toc/}} 303 -{{/panel}} 242 + 304 304 305 -{{pan eltitle="More USER OPERATIONS Documentation"}}306 - {{expand}}307 - 244 +{{expand title="More USER OPERATIONS Documentation"}} 245 +(% style="margin-left: 30.0px;" %) 246 +**Add Users 308 308 ** 309 309 310 310 (% style="margin-left: 60.0px;" %) ... ... @@ -311,43 +311,43 @@ 311 311 312 312 313 313 (% style="margin-left: 60.0px;" %) 314 -[[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)]] 315 315 316 316 (% style="margin-left: 60.0px;" %) 317 -[[doc:Pre-Import Checklist]] 256 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]] 318 318 319 319 (% style="margin-left: 60.0px;" %) 259 +[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]] 320 320 321 - 322 322 (% style="margin-left: 60.0px;" %) 323 -[[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)]] 324 324 325 325 (% style="margin-left: 60.0px;" %) 326 -[[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)]] 327 327 328 328 (% style="margin-left: 60.0px;" %) 329 -[[doc:Add Audience]] 268 +[[Add Audience>>doc:Add Audience (v12\.x)]] 330 330 331 331 (% style="margin-left: 30.0px;" %) 332 332 **Batch Operations** 333 333 334 334 (% style="margin-left: 60.0px;" %) 335 -[[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)]] 336 336 337 337 (% style="margin-left: 60.0px;" %) 338 -[[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)]] 339 339 340 340 (% style="margin-left: 60.0px;" %) 341 -[[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)]] 342 342 343 343 (% style="margin-left: 60.0px;" %) 344 -[[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)]] 345 345 346 346 (% style="margin-left: 60.0px;" %) 347 -[[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)]] 348 348 349 349 (% style="margin-left: 60.0px;" %) 350 -[[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)]] 351 351 352 352 (% style="margin-left: 30.0px;" %) 353 353 **Target Audience Segments** ... ... @@ -356,23 +356,10 @@ 356 356 (% style="color: rgb(0,51,102);" %) __ 357 357 __ 358 358 359 - \\298 + 360 360 361 - \\300 + 362 362 {{/expand}} 363 -{{/panel}} 364 - 365 -\\ 366 - 367 -\\ 368 - 369 -\\ 370 - 371 -\\ 372 - 373 -\\ 374 - 375 -\\ 376 376 {{/layout-cell}} 377 377 {{/layout-section}} 378 378 {{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 23331698/Utilities - Target Engine1 +https://info.onecount.net//wiki/spaces/OD/pages/67552/Utilities - Target Engine (v12.x)