Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 13.1
edited by Admin
on 2020/01/06 16:15
Change comment: There is no comment for this version
To version 33.1
edited by Admin User
on 2024/09/26 10:49
Change comment: There is no comment for this version

Summary

Details

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1 +System Utilities
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1 -XWiki.Admin
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 -
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.
5 +The Targeting Engine is a powerful tool that allows 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 **Segment Manager**, **Action Manager**, and **Target Engine**.
9 +The following lesson will provide details on how to use the **Segment Manager**.
12 12  
13 13  === Please Note: ===
14 14  
... ... @@ -18,49 +18,175 @@
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 -=== ===
19 +=== ===
22 22  
23 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the Segment Manager menu, select Segment Manager:**
24 -**
21 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :
25 25  
26 -[[image:attach:segment manager menu.png||width="800"]]
23 + [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]]
27 27  
28 -\\
29 29  
30 -You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
26 +Under "User Defined Segments" tab, you will see a list of existing segments.
31 31  
32 -[[image:attach:manage segments.png||height="250"]]
28 +Each segment created, is listed here and has edit and delete functionality available just next to it. The overview of the segment (effective date, action, segment size, stats for known and unknown users) is available on click of arrow button next to each segment.
33 33  
34 -\\
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.
31 +[[image:attach:image2021-10-25_15-11-53.png||height="250"]]
37 37  
38 -[[image:attach:segment-definion.png||height="250"]]
39 39  
40 -\\
34 +[[image:attach:SegmentTableCharts2.png||width="794"]]
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.
36 +The list of segments created contains three columns.  The first column is Segment ID, the second shows Segment Name, and the third is a collection of icons with the following features:
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.
38 +(% class="wrapped" %)
39 +|=(((
40 +Image
41 +)))|=(((
42 +Icon
43 +)))|=(((
44 +Feature description
45 +)))
46 +|(((
47 +pencil
48 +)))|(((
49 +(% class="content-wrapper" %)
50 +(((
51 +[[image:attach:pencil edit.png||thumbnail="true" width="40"]]
52 +)))
53 +)))|(((
54 +is for editing segment
55 +)))
56 +|(((
57 +trash can
58 +)))|(((
59 +(% class="content-wrapper" %)
60 +(((
61 +[[image:attach:trashcan delete.png||thumbnail="true" width="40"]]
62 +)))
63 +)))|(((
64 +is for deleting segment
65 +)))
66 +|(((
67 +add user
68 +)))|(((
69 +(% class="content-wrapper" %)
70 +(((
71 +[[image:attach:adduserSegment.png||thumbnail="true" width="40"]]
72 +)))
73 +)))|(((
74 +adds user to the segment
75 +)))
76 +|(((
77 +down-triangle
78 +)))|(((
79 +(% class="content-wrapper" %)
80 +(((
81 +[[image:attach:display data.png||thumbnail="true" width="40"]]
82 +)))
83 +)))|(((
84 +displays data related to the segment such as Effective Date, Action, segment size.  It also shows a table with Knowns, Unknowns and Total users as recorded as of the 'Effective Date.'  At the bottom right is a bar graph with data for the last 7 days for Knowns and Unknowns.
85 +)))
45 45  
46 -=== ===
47 47  
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.
88 +If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
49 49  
50 -[[image:attach:segment-demos.png||height="250"]]
90 +[[image:attach:SegmentUserAddedMsg.png||width="538"]]
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.
53 53  
93 +Below is an example of data displayed by clicking the 'down-triangle' button.  This button changes to 'up-triangle' after expansion.  On clicking this 'up-triangle' button, the display collapses.
94 +
95 +[[image:attach:SegmentTableChartsDoc.png||width="794"]]
96 +
97 +
98 +Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
99 +
100 +The new segment creation screen consists of total 5 tabs – Definition, Demographics (previously named as First Party), IP Address (previously named as Account based), Behavior, Action. The panels are cumulative, meaning that in order for a user to be included in a segment, the rules on the Demographics, IP Address, and Behavior tabs must all match that user.
101 +
102 +Demographics, IP Address, Behavior tabs allow us to define the segment rules.
103 +
104 +**1. Definition Tab:**
105 +
106 +Define your segment by giving it a name and a brief description.
107 +
108 +Title is a mandatory field. It should not be blank. Without providing title, you cannot navigate to other tabs.
109 +
110 +Description is an optional field and can have any types of values.
111 +
112 +[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]]
113 +
114 +
115 + 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 "IP addresses-based Segment.", which can also be called as account based segment.
116 +
117 +Give your segment a descriptive name. You can also add a brief description to the segment with more details.
118 +
119 +On this panel you will see an option to include only unknown users in this segment. Many of the segment selection criteria can apply to both unknown (ie., unidentified) and known (identified) users. By changing this option to "Yes," you are telling ONEcount to only select users who are unknown for this segment. (See Segment Impact Matrix below).
120 +
121 +
122 +**2. Demographics Tab:**
123 +
124 +If you click the "Demographics" tab, you will have the opportunity to define demographic characteristics for the segment. Multiple rules can be added with And/OR conditions as per requirements.
125 +
126 +[[image:attach:image2021-10-25_15-51-28.png||width="794"]]
127 +
128 +=== ===
129 +
130 +{{id name="CreateDemoSegment"/}}CREATE A DEMOGRAPHIC SEGMENTDefine demographic rules of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment.
131 +
132 +[[image:attach:image2021-10-25_15-55-34.png||width="794"]]
133 +
134 +
135 +If you choose a demographic question that has a multiple choice response, simply click in the search text 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.
136 +
54 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.
55 55  
56 56  In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
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.
141 +If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
59 59  
60 -\\
143 +**~*~*NOTE: **E-mail is a special demographic field. Since demographic fields are part of a user's profile, a user who is unknown would not have any demographic information in the database. Therefore, when you select a demographic field as part of a segment definition, you are normally telling ONEcount you want known users included in this segment. ONEcount handles e-mail slightly differently. If you specify all users who have no e-mail address (ie., select e-mail but leave the Search Text box blank), ONEcount will automatically include unknown users in this segment. This is because a user who is unknown has no e-mail address. For further details, please see the Segment Impact Matrix below.
61 61  
62 -[[image:attach:segment-content.png||height="250"]]
63 63  
146 +**3. IP Address Tab:**
147 +
148 +The IP address-based segment can be created and targeted by providing the intended IP addresses here. There is no limit on number of IP addresses that can be added here.
149 +
150 +=== ===
151 +
152 +{{id name="CreateAccountSegment"/}}
153 +
154 +(% style="margin-left: 30.0px;" %)
155 +=== CREATE AN IP Address-BASED SEGMENT ===
156 +
157 +(% style="margin-left: 30.0px;" %)
158 +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.
159 +
160 + [[image:attach:image2021-10-25_16-57-14.png||width="794"]]
161 +
162 +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.
163 +
164 +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...
165 +
166 +Note that in IP Address based segmenting you can enter multiple IP addresses and user agents in each field.
167 +
168 +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.
169 +
170 +If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
171 +
172 +
173 +4. **Behavior Tab:**
174 +
175 +If you would like to add behavioral characteristics to your segment (ie., Pediatricians who live in Arizona and have read at least two articles on pain), click on the Behavior tab.
176 +
177 +(((
178 +
179 +)))
180 +
181 +=== ===
182 +
183 +{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT
184 +
185 +[[image:attach:image2021-10-25_16-35-1.png||width="794"]]
186 +
187 +
64 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.
65 65  
66 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.
... ... @@ -67,8 +67,10 @@
67 67  
68 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.
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.
194 +Define the frequency of the action in the Frequency box. This means how many times within the given date range this event has happened, and enter a date range for the given event.
71 71  
196 +**Date Range**: If 'Past,' the maximum allowed range is 3 months.  If 'Custom,' you can specify a start and end date.  If 'Future' option, allows to set a date range into the future (Currently, only the 'Package Transaction' Category has 'Future' option).  By not entering a value (or simply 0), the segment cannot be processed for that event.
197 +
72 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 73  
74 74  There is a wide range of behavioral criteria that can be used for behavioral segments:
... ... @@ -79,83 +79,252 @@
79 79  
80 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.
81 81  
208 +**Engagement Metric: **Users are selected based on the Engagement Metrics they have registered, such as webinar attendance, whitepaper downloads, etc. Please note that only SELECT and NUMERIC metrics appear here.
209 +
82 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.
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.
212 +**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).
85 85  
86 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.
87 87  
88 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.
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.
218 +**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed At Least. The target is a URL or URL fragment. When entering the URL, do not include the protocol (http:~/~/ or https:~/~/).
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.
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.
221 +[[image:attach:web-behavior-2.png||width="800"]]
95 95  
96 -Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.**
97 97  
98 -\\
224 +**~*~**IMPORTANT NOTE: **When you type a URL into the URL box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
99 99  
100 -(% style="margin-left: 30.0px;" %)
101 -===
102 - ===
226 +[[image:attach:add-url.png||height="121"]]
103 103  
104 -{{id name="CreateAccountSegment"/}}
105 105  
106 -(% style="margin-left: 30.0px;" %)
107 -=== CREATE AN ACCOUNT-BASED SEGMENT ===
229 +**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).
108 108  
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.
231 +**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.
111 111  
112 -(% style="margin-left: 30.0px;" %)
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.
233 +**Geo: **Users are selected based on specific geographic location from anywhere in the world. The sub-category is 'coordinate'. When this geo category is selected, the world map is popped up and you can select any region on that map, where you want to target your users. Once, the selection of region is made, you will see the corresponding geographic coordinates are added to the target field. This geo-based targeting is one of the important functionalities introduced recently. Like other behavior categories, geo can also be added any number of times along with any other rules, by using ‘Add’ button on the screen as per your requirements. 
114 114  
115 -(% style="margin-left: 30.0px;" %)
116 -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...
235 +**Referrer**: You can specify URL(s) that serve as a starting point, for an action to be triggered on the target domain (specified in the 'Action' tab). Multiple URLs can be entered in the URL field.  The URL is a web address - either its domain (www.Domain.com) or subdomain (.com).  The 'Action' field has two choices and is used to indicate if the URL values are to be considered as given (you choose 'IS'), or contains a part of it (you choose 'CONTAINS'). The Referrer URL can essentially be used to execute actions defined in the 'Action' tab.  This helps in targeting users specified by the Referrer.  For instance, if you put in '.com' in the URL field, and the target header (Action tab) had 'www.testMe.com' with 'Popup' as the Action Type, what happens is that if the user is currently visiting a webpage that contains '.com' in its URL, then clicks a link that takes them to 'www.Domain.com/testMe.html' the specified popup will show on the Target Domain. 
117 117  
118 -(% style="margin-left: 30.0px;" %)
119 -Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field.
237 +**~*~**IMPORTANT NOTE: **When you type a URL into the URL box box for Referrer, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
120 120  
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.
239 +[[image:attach:add-url.png||height="121"]]
122 122  
123 -== ==
241 +Once you have defined your Behavioral criteria for your segment and you do not wish to add any other rules/action, be sure to **HIT SAVE.**
124 124  
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
243 +**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.**
126 126  
127 -\\
245 +ONEcount uses specific logic for demographic and behavioral-based criteria. If you select any demographic field as part of your segment (other than e-mail, which is a special case), ONEcount will only select known users has part of the segment. This is because an unknown user has not been matched to a profile, and therefore ONEcount has no way of knowing the user's response to that demographic question. Put another way, if you include State is Alabama in your segment criteria, ONEcount will exclude all unknown users because there is no way for ONEcount to know the state of an unknown user.
128 128  
129 -[[image:attach:Action-manager menu.png||width="800"]]
247 +The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
130 130  
131 -\\
249 +(% class="wrapped" %)
250 +|(((
251 +**DEMOS**
252 +)))|(((
253 +**VALUE**
254 +)))|(((
255 +**Selects (KNOWN/UNKNOWN/BOTH)**
256 +)))
257 +|(((
258 +Any demo
259 +)))|(((
260 +ANY VALUE
261 +)))|(((
262 +KNOWN
263 +)))
264 +|(((
265 +E-mail DEMO
266 +)))|(((
267 +IS BLANK
268 +)))|(((
269 +BOTH
270 +)))
271 +|(((
272 +
273 +)))|(((
274 +IS NOT BLANK
275 +)))|(((
276 +KNOWN
277 +)))
278 +|(% colspan="1" %)(% colspan="1" %)
279 +(((
280 +
281 +)))|(% colspan="1" %)(% colspan="1" %)
282 +(((
283 +
284 +)))|(% colspan="1" %)(% colspan="1" %)
285 +(((
286 +
287 +)))
288 +|(((
289 +**BEHAVIOR**
290 +)))|(((
291 +**VALUE**
292 +)))|(((
293 +**Selects (KNOWN/UNKNOWN/BOTH)**
294 +)))
295 +|(((
296 +Banner
297 +)))|(((
298 +Clicked/Viewed
299 +)))|(((
300 +BOTH
301 +)))
302 +|(((
303 +Content
304 +)))|(((
305 +Viewed
306 +)))|(((
307 +BOTH
308 +)))
309 +|(((
310 +EMAIL
311 +)))|(((
312 +Opened
313 +)))|(((
314 +KNOWN
315 +)))
316 +|(((
317 +
318 +)))|(((
319 +Clicked/Viewed
320 +)))|(((
321 +KNOWN
322 +)))
323 +|(((
324 +
325 +)))|(((
326 +Not clicked
327 +)))|(((
328 +KNOWN
329 +)))
330 +|(((
331 +Form
332 +)))|(((
333 +Completed
334 +)))|(((
335 +KNOWN
336 +)))
337 +|(((
338 +
339 +)))|(((
340 +Abandoned
341 +)))|(((
342 +BOTH
343 +)))
344 +|(((
345 +Package Status
346 +)))|(((
347 +
348 +)))|(((
349 +KNOWN
350 +)))
351 +|(((
352 +Package Transaction
353 +)))|(((
354 +
355 +)))|(((
356 +KNOWN
357 +)))
358 +|(((
359 +Source Code
360 +)))|(((
361 +Selected
362 +)))|(((
363 +KNOWN
364 +)))
365 +|(((
366 +Web
367 +)))|(((
368 +Viewed
369 +)))|(((
370 +BOTH
371 +)))
372 +|(((
373 +Product Transaction
374 +)))|(((
375 +Subscribed
376 +)))|(((
377 +KNOWN
378 +)))
379 +|(((
380 +
381 +)))|(((
382 +Currently Subscribed
383 +)))|(((
384 +KNOWN
385 +)))
386 +|(((
387 +
388 +)))|(((
389 +Not Subscribed
390 +)))|(((
391 +BOTH
392 +)))
393 +|(((
394 +
395 +)))|(((
396 +Unsubscribed
397 +)))|(((
398 +KNOWN
399 +)))
400 +|(((
401 +GEO
402 +)))|(((
403 +IS IN
404 +)))|(((
405 +BOTH
406 +)))
407 +|(((
408 +Engagement Metric
409 +)))|(((
410 +
411 +)))|(((
412 +KNOWN
413 +)))
414 +|(% colspan="1" %)(% colspan="1" %)
415 +(((
416 +Referrer
417 +)))|(% colspan="1" %)(% colspan="1" %)
418 +(((
419 +IS/CONTAINS
420 +)))|(% colspan="1" %)(% colspan="1" %)
421 +(((
422 +BOTH
423 +)))
132 132  
133 -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.
134 134  
135 -\\
426 +**~*~*NOTE: **Selecting "Only Unknown" on the first panel of the segment will cause any of the above options to be limited to unknowns. For example, e-mail is blank would return only unknowns, viewing a web page would be only unknowns, etc.
136 136  
137 -[[image:attach:action-manager.png||height="250"]]
138 138  
139 -\\
429 +**5. Action tab: **
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.
431 +Any action to be associated for segment targeting is defined in this tab.
142 142  
143 -\\
433 +Date range is a mandatory field (both start and end dates) to add any form of action. You can select any form of action from the dropdown. Once you provide action details, you can save the changes made.
144 144  
145 -[[image:attach:define-action.png||height="250"]]
435 + [[image:attach:image2021-10-25_16-59-19.png||width="794"]]
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.
437 +== ==
148 148  
149 -===
150 - ===
439 +{{id name="CreateAction"/}}ADD AN ACTIONGo to the Action tab of create/edit segment. 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, Email, Social Target, Subscribe to a Product, Unsubscribe to a Product, Subscribe to a Package, Unsubscribe to a Package, Add to Segment, Remove from Segment. Any action can be selected from action type dropdown.
151 151  
441 +Please Note: the 'Referrer' Category from the Behavior tab can be used to execute the 'Action Type' defined here.  Please read about this Category in the 'Create a Behavior-based Segment' section.
442 +
443 +=== ===
444 +
445 +=== ===
446 +
152 152  {{id name="CreateAdAction"/}}
153 153  
154 -=== **CREATE AN AD ACTION** ===
449 +=== **ADD AN AD ACTION** ===
155 155  
156 156  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.
157 157  
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.
453 +In the screen below, you'll see the options for an Ad Target. The first three options are Target Domain and Target Content, Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
159 159  
160 160  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.
161 161  
... ... @@ -167,10 +167,16 @@
167 167  
168 168  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.
169 169  
170 -[[image:attach:Define-banner-target.png||height="250"]]
171 171  
466 + [[image:attach:image2021-10-25_17-16-33.png||width="794"]]
467 +
468 +
172 172  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.
173 173  
471 +**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
472 +
473 +[[image:attach:add-url.png||height="121"]]
474 +
174 174  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.
175 175  
176 176  * 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
... ... @@ -179,18 +179,19 @@
179 179  
180 180  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
181 181  
182 -===
183 - ===
483 +=== ===
184 184  
485 +=== ===
486 +
185 185  {{id name="CreatePopupAction"/}}
186 186  
187 -=== CREATE A POP-UP ACTION ===
489 +=== ADD A POP-UP ACTION ===
188 188  
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.
491 +You can also create a pop-up target for your segments. Any pop-up created under form-builder section od ONEcount cxan be used for pop-up action for segment.
190 190  
191 -Choose Pop-Up from the Action pull-down at the top.
493 +Choose Pop-Up from the Action Type pull-down.
192 192  
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.
495 +The next three options are Target Domain, Target Content and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
194 194  
195 195  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.
196 196  
... ... @@ -202,221 +202,132 @@
202 202  
203 203  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.
204 204  
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.
507 +The Target Domain and Section parameters are only required if you want to limit the pop-up If you leave them blank, the user will be targeted across all your web sites.
206 206  
207 -[[image:attach:pop-up-action.png||width="800"]]
208 208  
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.
510 + [[image:attach:Action-Tab.png||width="600"]]
210 210  
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.
512 +**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
212 212  
213 -Last, define the pop-up.
514 +[[image:attach:add-url.png||height="121"]]
214 214  
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.
516 +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.
216 216  
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.
518 +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.
218 218  
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.
520 +Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up).
220 220  
221 -[[image:attach:custom-popup-box.png||width="800"]]
522 +Review your Action details and finally click Save to save it.
222 222  
223 -Click Next to review your Action definition, and finally Save to save it.
224 224  
225 -This is an example of ONEcount's built-in pop-ups:
226 -
227 227  (% style="margin-left: 30.0px;" %)
228 -[[image:attach:media_1443033012905.png||align="center"]]
526 +=== **ADD A SOCIAL TARGET ACTION** ===
229 229  
230 -(% style="margin-left: 30.0px;" %)
231 -Note that the display opt-out will appear only if checked when creating the pop-up action.
528 +In order to target your users on social networks, ONEcount will need to log into the social network and create a segment containing the users you want to target. Once that segment is created, ONEcount will automatically populate the segment in the social platform as users qualify for that segment in ONEcount.
232 232  
233 -(% style="margin-left: 30.0px;" %)
234 -===
235 - ===
530 +To do this, ONEcount needs API access to your social account. This account should be the one you run your social ad campaigns through. You will need to provide the credentials for these accounts to the ONEcount team to configure your installation. Just open a ticket with our Help Desk and include the credentials and platform you would like to be connected to, and we''ll take care of it.
236 236  
237 -{{id name="CreateRedirectAction"/}}
532 +**To advertise on Google**: Your account will need to meet the criteria mentioned in below link. We need API access that meets this criteria. If your account does not meet these criteria, we can send a file containing the hashed e-mails of users who fit into the segmnt, so that you can load the data into Google's Customer Match tool manually.
238 238  
239 -(% style="margin-left: 30.0px;" %)
240 -=== **CREATE A REDIRECT ACTION** ===
534 +[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]]
241 241  
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.
536 +**To advertise on LinkedIn**: Your account will need API access that has “Marketing Developer Platform” access. If your account does not have this capability, we can send a file containing the hashed e-mails of users who fit into the segment, so that you can load the data into LinkedIn's Matched Audience too manually. You can follow steps in below link to get “Marketing Developer Platform” access.
243 243  
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.
538 +[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
245 245  
246 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
247 247  
248 -\\
541 +Choose Social Target from the list of Type of Action.  You can select multiple social platforms in a single action as shown in below screenshot.  Enter URL of target in Target URL field; this is the URL you want users to go to when they click on the ad in the social platform. ONEcount will generate a unique URL for each social platform.
249 249  
250 -(% style="margin-left: 60.0px;" %)
251 -[[image:attach:media_1442947217827.png||align="center"]]
543 +The URLs ONEcount generates will be the ones you place in the banner system on the social platform. When the user clicks on the URL, they will be sent to the URL you entered in this box, with two important advantages: 1) ONEcount will record the click and capture it for your analysis, and 2) if the user is known to ONEcount, the analytics will show the identity of the user who clicked–even if the link you enter here is not on your web site.
252 252  
253 -(% style="margin-left: 60.0px;" %)
254 -Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
545 +[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
255 255  
256 -(% style="margin-left: 60.0px;" %)
257 -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.)
258 258  
259 -(% style="margin-left: 60.0px;" %)
260 -Click "Next" to continue to Step 4 – Review and Save.
548 +To get the URLs for pasting into the social system, go to your Segment List and expand the segment. The URLs will be shown. Simply click on the clip-board to the right and the URL will be copied to your browser's clipboard.
261 261  
262 -(% style="margin-left: 60.0px;" %)
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 -(% style="margin-left: 30.0px;" %)
266 -Click "Next" to continue to Step 4 – Review and Save.
551 +[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
267 267  
268 -(% style="margin-left: 30.0px;" %)
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  
271 271  (% style="margin-left: 30.0px;" %)
272 -===
273 - ===
555 +=== ===
274 274  
275 -{{id name="CreateEmailAction"/}}
557 +{{id name="CreateRedirectAction"/}}
276 276  
277 277  (% style="margin-left: 30.0px;" %)
278 -=== CREATE EMAIL ACTION ===
560 +=== **ADD A REDIRECT ACTION** ===
279 279  
280 -(% style="margin-left: 30.0px;" %)
281 -To send a transactional e-mail to a user, choose Email from the Action pull-down.
562 +Choose redirect from the list of Type of Action. 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.
282 282  
283 -(% style="margin-left: 30.0px;" %)
284 -[[image:attach:media_1442946953775.png||align="center"]]
564 +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.
285 285  
286 -(% style="margin-left: 30.0px;" %)
287 -Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
566 +As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
288 288  
289 -(% style="margin-left: 30.0px;" %)
290 -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.)
291 291  
292 -(% style="margin-left: 30.0px;" %)
293 -Click "Next" to continue to Step 4 – Review and Save.
569 + [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
294 294  
295 -(% style="margin-left: 30.0px;" %)
296 -[[image:attach:media_1443035194695.png||align="center"]]
297 297  
298 298  (% style="margin-left: 30.0px;" %)
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.
573 +=== ===
300 300  
301 -Review and Save
575 +{{id name="CreateEmailAction"/}}
302 302  
303 -[[image:attach:media_1446742842763.png||align="center"]]
577 +(% style="margin-left: 30.0px;" %)
578 +=== ADD EMAIL ACTION ===
304 304  
305 -Review all of the information for your persona, and click "Save Persona" to save.
580 +(% style="margin-left: 30.0px;" %)
581 +To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
306 306  
307 -If you wish to make changes, click the "Back" button to move backward through the steps.
308 308  
309 -\\
584 +(% style="margin-left: 30.0px;" %)
585 +[[image:attach:image2021-10-25_18-6-13.png||width="794"]]
310 310  
311 -==
312 - ==
313 313  
314 -{{id name="CreateTarget"/}}
588 + 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.
315 315  
316 -== **CREATE A TARGET: CONNECTING SEGMENTS TO ACTIONS** ==
317 317  
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?
591 +If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
319 319  
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:
321 321  
322 -\\
594 +== ==
323 323  
324 -[[image:attach:target-engine-menu.png||width="800"]]
596 +== ==
325 325  
326 -\\
598 +{{id name="CreateTarget"/}}
327 327  
328 -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.
329 329  
330 -\\
331 331  
332 -[[image:attach:target-list.png||width="800"]]
333 333  
334 -\\
335 335  
336 -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.
337 337  
338 -\\
339 339  
340 -[[image:attach:expanded-target-list.png||width="800"]]
341 341  
342 -\\
343 343  
344 -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.
345 345  
346 -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."
347 347  
348 -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.
349 349  
350 -\\
351 351  
352 -[[image:attach:target-definition.png||width="800"]]
353 353  
354 -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.
355 -
356 -\\
357 -
358 -[[image:attach:target-segment-action.png||width="800"]]
359 -
360 -\\
361 -
362 -Click Next to reviewyour settings, and then save.
363 -
364 -\\
365 -
366 -\\
367 -
368 -[[image:attach:target-review-and-save.png||width="800"]]
369 -
370 -\\
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389 -
390 -
391 -
392 392  {{id name="End ScreenSteps Content"/}}
393 393  {{/layout-cell}}
394 394  
395 395  {{layout-cell}}
396 396  {{panel title="Search All Documentation:"}}
397 -
398 -
399 399  {{livesearch/}}
400 400  {{/panel}}
401 401  
402 402  {{panel title="Search USER OPERATIONS Documentation:"}}
403 -
404 -
405 405  {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
406 406  {{/panel}}
407 407  
408 408  {{panel title="On this page:"}}
409 -
410 -
411 411  {{toc/}}
412 412  {{/panel}}
413 413  
414 414  {{panel title="More USER OPERATIONS Documentation"}}
415 -{{expand}}
416 - **Add Users
417 -**
630 +{{expand title="Click here to expand..."}}
631 + **Add Users**
418 418  
419 -(% style="margin-left: 60.0px;" %)
420 420  
421 421  
422 422  (% style="margin-left: 60.0px;" %)
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425 425  (% style="margin-left: 60.0px;" %)
426 426  [[doc:Pre-Import Checklist]]
427 427  
428 -(% style="margin-left: 60.0px;" %)
429 429  
430 430  
431 431  (% style="margin-left: 60.0px;" %)
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462 462  **Target Audience Segments**
463 463  
464 464  (% style="margin-left: 60.0px;" %)
465 -(% style="color: rgb(0,51,102);" %) __
466 -__
677 +(% style="color:#003366" %)
467 467  
468 -\\
469 469  
470 -\\
680 +
471 471  {{/expand}}
472 472  {{/panel}}
473 473  
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486 486  {{/layout-section}}
487 487  {{/layout}}
488 -
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