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 - SegmentManager1 +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 ... ... @@ -18,96 +18,106 @@ 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 -=== === 21 +=== OPEN THE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW === 22 22 23 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom 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 + 29 29 30 - You will see alist ofexistingsegments.Click"Create Segment"inthe upper right-hand corner.29 +**Select TARGETING ENGINE from the sub-menu.** 31 31 32 -[[image:attach:m anagesegments.png||height="250"]]31 +[[image:attach:media_1436816664853.png||align="center"]] 33 33 34 - \\33 +This will open the Targeting Automation & Personalization (TAP) window displaying a list of existing personas, if any, as shown below. 35 35 36 - You'll be takentoascreen allowing you todefineaew segment. Give your segment a descriptiveame. You can entera brief description of the segment as well.35 +[[image:attach:media_1436816784643.png||align="center"]] 37 37 38 - [[image:attach:segment-definion.png||height="250"]]37 +Expanding the details of a persona will show you the target segment and actions for that persona. (See screenshot below.) 39 39 40 - \\39 +**[[image:attach:media_1437059609834.png||align="center"]]** 41 41 42 - Asegment 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 + 43 43 44 - If you click the "First Party"tab, you will have theopportunity todefinea segment. Clickonthe"User"buttontodefinethesegmentbasedondemographiccharacteristicsor select Accounttodefine yoursegmentbasedonan IP address range.43 +Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below. 45 45 46 -= == ===45 +[[image:attach:media_1437064543783.png||align="center"]] 47 47 48 - {{id name="CreateDemoSegment"/}}CREATE ADEMOGRAPHICSEGMENTof your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment.Or chooseAccountto define an account-based segment.47 +=== CREATE A NEW PERSONA === 49 49 50 - [[image:attach:segment-demos.png||height="250"]]49 +**Click "Create Persona" button** 51 51 52 - If you choose a demographic question thathas a multiplechoice response, simply click in thetarget box andstart typingone of the responses. ONEcount should pre-populate the box with the response. Multiple responsescan bedefined fora single question.51 +[[image:attach:media_1437064785909.png||align="center"]] 53 53 54 -T oadd multipledemographic questionsto a segment,simply click theAdd buttonon the right-handsideandONEcountwillallow youto add anotherdemographic question.53 +This will open the Profile window, which is Step 1 in creating the persona. 55 55 56 - Inthisway,youcancreateademographicsegmentofusers whoarePediatricianswholiveinArizona,forexample.55 +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". 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 +{{note}} 58 +**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.** 59 +{{/note}} 59 59 60 - \\61 +==== Step 1 – Profile ==== 61 61 62 -[[image:attach: segment-content.png||height="250"]]63 +[[image:attach:media_1437065487760.png||align="center"]] 63 63 64 - Todefinebehavioralcharacteristicsof your segment,chooseabehavior typefrom theCategorypull-down. The sub-categorypull-down will changedependingontheCategory that waschosen.Forthetarget, you canenterkeywordsintheTarget boxifthevalue(s) are freetext.65 +Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button. 65 65 66 - IftheTarget values are multiplechoice,youcan put your cursor in thebox, hit back-space, and then start typingpossible values. ONEcount will showmatching values, just hit enterand ONEcount will add the value to the target.67 +==== Step 2 – Segment ==== 67 67 68 - Youcan addmultiplevaluestoa singlebehavioraltarget;theywill be "OR"values, meaningthe segment willbetrue if any ofthevaluesisresent.69 +A "Segment" is a subgroup of your user universe that you wish to target with a specific action. 69 69 70 - Definetherequency of the actioninthe Freq./Daysbox. Thisanshow manytimeswithinthe given daterange this evenhas happened,andenteradaterangeforthegivenevent.71 +You can define a target segment by User – including Product, Demographics, Source Code, Newsletter, or Web filters – or by Account. 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). 73 +**Product** – Allows you to segment based on a product subscription status 74 + **Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria 75 + **Source Code** – Allows you to segment based on assigned or not assigned Source Code 76 + **Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter 77 + **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). 73 73 74 - There isawiderange ofbehavioralcriteriathatcanbe usedforbehavioralsegments:79 +See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below. 75 75 76 - **Banner**:Usersareselectedbasedonthebanner adsthey have viewedon your site. The sub-category for Bannersis Viewed or Clicked. Targetis thenameofhebanner(s).81 +You may select multiple filters and multiple options within filters. 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. 83 +(% style="margin-left: 30.0px;" %) 84 +===== A. Segment by User ===== 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. 86 +(% style="margin-left: 30.0px;" %) 87 +[[image:attach:media_1437075145033.png||align="center"]] 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. 89 +(% style="margin-left: 30.0px;" %) 90 +The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option. 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. 92 +(% style="margin-left: 30.0px;" %) 93 +Notice the "AND" / "OR" logic that can be used to join different filters for the segment. Multiple selections //within// a filter use "OR" logic. 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. 95 +(% style="margin-left: 30.0px;" %) 96 +**To add additional criteria to a segment, click the "And" or "Or" button.** 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. 98 +(% style="margin-left: 30.0px;" %) 99 +In the example above, the targeted segment is all users who: 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. 101 +(% style="margin-left: 30.0px;" %) 102 +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; 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. 104 +(% style="margin-left: 30.0px;" %) 105 +**AND** 106 + B. have ('With") opened the "...ain Today" newsletter; 107 + **OR** 108 + C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics". 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. 110 +(% style="margin-left: 30.0px;" %) 111 +**That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected. 95 95 96 -Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.** 97 - 98 -\\ 99 - 100 100 (% style="margin-left: 30.0px;" %) 101 -=== 102 - === 114 +===== B. Segment by Account ===== 103 103 104 -{{id name="CreateAccountSegment"/}} 105 - 106 106 (% style="margin-left: 30.0px;" %) 107 -= == CREATE AN ACCOUNT-BASED SEGMENT ===117 +[[image:attach:media_1437079883697.png||align="center"]] 108 108 109 109 (% style="margin-left: 30.0px;" %) 110 -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. 120 +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. 111 111 112 112 (% style="margin-left: 30.0px;" %) 113 113 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. ... ... @@ -120,110 +120,48 @@ 120 120 121 121 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. 122 122 123 -== == 133 +==== Step 3 – Action ==== 124 124 125 - {{id name="CreateAction"/}}CREATEAN ACTIONFrom the Segment Manager menu, select Action Manager. 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 Email135 +"Action" is where you define the action to be taken for the identified segment, e.g. a website pop-up or ad targeting. 126 126 127 - \\137 +Types of Actions include: Pop-Up, Redirect, Ad Target, Email 128 128 129 - [[image:attach:Action-managermenu.png||width="800"]]139 +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). 130 130 131 - \\141 +[[image:attach:media_1442601673145.png||align="center"]] 132 132 133 - You'llseealist of Actionsthathavebeenpreviouslybeencreated. Tocreatea new Action, click "Create Action" in the upper right.143 +Hover over an action to see details (see screenshot below). 134 134 135 - \\145 +[[image:attach:media_1442602167866.png||align="center"]] 136 136 137 -[[image:attach:action-manager.png||height="250"]] 147 +(% style="margin-left: 30.0px;" %) 148 +===== A. Create Pop-Up ===== 138 138 139 -\\ 150 +(% style="margin-left: 30.0px;" %) 151 +~1. Click "New action". 152 + 2. Give the action a name and description (optional). 153 + 3. Click "Next". 154 + 4. Complete the fields as shown below. 155 + 5. Click "Next". 140 140 141 -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. 157 +(% style="margin-left: 30.0px;" %) 158 +[[image:attach:media_1442611132544.png||align="center"]] 142 142 143 -\\ 160 +(% style="margin-left: 30.0px;" %) 161 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 144 144 145 -[[image:attach:define-action.png||height="250"]] 163 +(% style="margin-left: 30.0px;" %) 164 +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.) 146 146 147 -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. 166 +(% style="margin-left: 30.0px;" %) 167 +Click "Next" to continue to Step 4 – Review and Save. 148 148 149 -= ==150 - ==169 +(% style="margin-left: 30.0px;" %) 170 +[[image:attach:media_1443034475680.png||align="center"]] 151 151 152 -{{id name="CreateAdAction"/}} 172 +(% style="margin-left: 30.0px;" %) 173 +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. 153 153 154 -=== **CREATE AN AD ACTION** === 155 - 156 -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. 157 - 158 -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. 159 - 160 -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. 161 - 162 -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. 163 - 164 -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. 165 - 166 -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. 167 - 168 -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. 169 - 170 -[[image:attach:Define-banner-target.png||height="250"]] 171 - 172 -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. 173 - 174 -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. 175 - 176 -* 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 num 177 - 178 -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. 179 - 180 -NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 181 - 182 -=== 183 - === 184 - 185 -{{id name="CreatePopupAction"/}} 186 - 187 -=== CREATE A POP-UP ACTION === 188 - 189 -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. 190 - 191 -Choose Pop-Up from the Action pull-down at the top. 192 - 193 -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. 194 - 195 -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. 196 - 197 -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. 198 - 199 -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. 200 - 201 -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. 202 - 203 -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. 204 - 205 -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. 206 - 207 -[[image:attach:pop-up-action.png||width="800"]] 208 - 209 -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. 210 - 211 -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. 212 - 213 -Last, define the pop-up. 214 - 215 -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. 216 - 217 -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. 218 - 219 -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. 220 - 221 -[[image:attach:custom-popup-box.png||width="800"]] 222 - 223 -Click Next to review your Action definition, and finally Save to save it. 224 - 225 -This is an example of ONEcount's built-in pop-ups: 226 - 227 227 (% style="margin-left: 30.0px;" %) 228 228 [[image:attach:media_1443033012905.png||align="center"]] 229 229 ... ... @@ -231,22 +231,15 @@ 231 231 Note that the display opt-out will appear only if checked when creating the pop-up action. 232 232 233 233 (% style="margin-left: 30.0px;" %) 234 -=== 235 - === 182 +===== B. Create Redirect ===== 236 236 237 -{{id name="CreateRedirectAction"/}} 184 +(% style="margin-left: 60.0px;" %) 185 +~1. Click "New action". 186 + 2. Give the action a name and description (optional). 187 + 3. Click "Next". 188 + 4. Complete the fields as shown below. 189 + 5. Click "Next". 238 238 239 -(% style="margin-left: 30.0px;" %) 240 -=== **CREATE A REDIRECT ACTION** === 241 - 242 -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. 243 - 244 -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. 245 - 246 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 247 - 248 -\\ 249 - 250 250 (% style="margin-left: 60.0px;" %) 251 251 [[image:attach:media_1442947217827.png||align="center"]] 252 252 ... ... @@ -263,22 +263,51 @@ 263 263 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. 264 264 265 265 (% style="margin-left: 30.0px;" %) 207 +===== C. Create Ad Target ===== 208 + 209 +(% style="margin-left: 30.0px;" %) 210 +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. 211 + 212 +(% style="margin-left: 30.0px;" %) 213 +~1. Click "New action". 214 + 2. Give the action a name and description (optional). 215 + 3. Click "Next". 216 + 4. Complete the fields as shown below. 217 + 5. Click "Next". 218 + 219 +(% style="margin-left: 30.0px;" %) 220 +[[image:attach:media_1446742365693.png||align="center"]] 221 + 222 +(% style="margin-left: 30.0px;" %) 223 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 224 + 225 +(% style="margin-left: 30.0px;" %) 226 +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.) 227 + 228 +(% style="margin-left: 30.0px;" %) 266 266 Click "Next" to continue to Step 4 – Review and Save. 267 267 268 268 (% style="margin-left: 30.0px;" %) 269 269 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. 270 270 234 +* 235 +** 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. 236 + 271 271 (% style="margin-left: 30.0px;" %) 272 -=== 273 - === 238 +[[image:attach:media_1443036194948.png||align="center"]] 274 274 275 -{{id name="CreateEmailAction"/}} 240 +(% style="margin-left: 30.0px;" %) 241 +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. 276 276 277 277 (% style="margin-left: 30.0px;" %) 278 -=== C REATEEMAILACTION===244 +===== D. Create Email ===== 279 279 280 280 (% style="margin-left: 30.0px;" %) 281 -To send a transactional e-mail to a user, choose Email from the Action pull-down. 247 +~1. Click "New action". 248 + 2. Give the action a name and description (optional). 249 + 3. Click "Next". 250 + 4. Complete the fields as shown below. 251 + 5. Click "Next". 282 282 283 283 (% style="margin-left: 30.0px;" %) 284 284 [[image:attach:media_1442946953775.png||align="center"]] ... ... @@ -298,7 +298,7 @@ 298 298 (% style="margin-left: 30.0px;" %) 299 299 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. 300 300 301 -Review and Save 271 +==== Step 4 – Review and Save ==== 302 302 303 303 [[image:attach:media_1446742842763.png||align="center"]] 304 304 ... ... @@ -306,77 +306,8 @@ 306 306 307 307 If you wish to make changes, click the "Back" button to move backward through the steps. 308 308 309 -\\ 310 310 311 -== 312 - == 313 313 314 -{{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, 321 - 322 -\\ 323 - 324 -[[image:attach:target-engine-menu.png||width="800"]] 325 - 326 -\\ 327 - 328 -\\ 329 - 330 -\\ 331 - 332 -[[image:attach:target-list.png||width="800"]] 333 - 334 -\\ 335 - 336 -\\ 337 - 338 -[[image:attach:expanded-target-list.png||width="800"]] 339 - 340 -\\ 341 - 342 -\\ 343 - 344 -\\ 345 - 346 -\\ 347 - 348 -[[image:attach:target-definition.png||width="800"]] 349 - 350 -\\ 351 - 352 -\\ 353 - 354 -\\ 355 - 356 -[[image:attach:target-review-and-save.png||width="800"]] 357 - 358 -\\ 359 - 360 -\\ 361 - 362 -\\ 363 - 364 -\\ 365 - 366 -\\ 367 - 368 -[[image:attach:target-segment-action.png||height="250"]] 369 - 370 -\\ 371 - 372 -\\ 373 - 374 -\\ 375 - 376 -\\ 377 - 378 - 379 - 380 380 {{id name="End ScreenSteps Content"/}} 381 381 {{/layout-cell}} 382 382 ... ... @@ -408,43 +408,43 @@ 408 408 409 409 410 410 (% style="margin-left: 60.0px;" %) 411 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]] 312 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]] 412 412 413 413 (% style="margin-left: 60.0px;" %) 414 -[[doc:Pre-Import Checklist]] 315 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]] 415 415 416 416 (% style="margin-left: 60.0px;" %) 417 417 418 418 419 419 (% style="margin-left: 60.0px;" %) 420 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]] 321 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]] 421 421 422 422 (% style="margin-left: 60.0px;" %) 423 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]] 324 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]] 424 424 425 425 (% style="margin-left: 60.0px;" %) 426 -[[doc:Add Audience]] 327 +[[Add Audience>>doc:Add Audience (v12\.x)]] 427 427 428 428 (% style="margin-left: 30.0px;" %) 429 429 **Batch Operations** 430 430 431 431 (% style="margin-left: 60.0px;" %) 432 -[[doc:Bulk Operation - How to Perform a Batch Delete]] 333 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]] 433 433 434 434 (% style="margin-left: 60.0px;" %) 435 -[[doc:Bulk Operation - How to Perform a Batch Product Change]] 336 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]] 436 436 437 437 (% style="margin-left: 60.0px;" %) 438 -[[doc:Bulk Operation - How to Perform a Batch Status Change]] 339 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]] 439 439 440 440 (% style="margin-left: 60.0px;" %) 441 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]] 342 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]] 442 442 443 443 (% style="margin-left: 60.0px;" %) 444 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]] 345 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]] 445 445 446 446 (% style="margin-left: 60.0px;" %) 447 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]] 348 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]] 448 448 449 449 (% style="margin-left: 30.0px;" %) 450 450 **Target Audience Segments** ... ... @@ -453,27 +453,23 @@ 453 453 (% style="color: rgb(0,51,102);" %) __ 454 454 __ 455 455 456 - \\357 + 457 457 458 - \\359 + 459 459 {{/expand}} 460 460 {{/panel}} 461 461 462 - \\363 + 463 463 464 - \\365 + 465 465 466 - \\367 + 467 467 468 - \\369 + 469 469 470 - \\371 + 471 471 472 - \\373 + 473 473 {{/layout-cell}} 474 474 {{/layout-section}} 475 475 {{/layout}} 476 - 477 -\\ 478 - 479 -\\
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 23331700/SegmentManager1 +https://info.onecount.net//wiki/spaces/OD/pages/11927708/Utilities - Target Engine (v12.x)