Changes for page Segment Manager

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

From 10.1 to 9.1 From 15.1 to 14.1

From version 14.1

edited by shravya@one-count_com
on 2021/02/25 10:37

Change comment: There is no comment for this version

To version 10.1

edited by Admin
on 2020/01/05 19:12

Change comment: There is no comment for this version

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- Confluence.Code.ConfluencePageClass[0]

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Page properties

Title

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

Author

@@ -1,1 +1,1 @@
--XWiki.shravya@one-count_com
++XWiki.Admin

Content

@@ -18,9 +18,9 @@
  Also note that both users who fit the criteria for the defined segment as of the effective start date of an action and users who meet the criteria at any time during the effective date range will be targeted.
--===  ===
++=== CREATING A NEW SEGMENT ===
--{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the Segment Manager menu, select Segment Manager:**
++From the Segment Manager menu, select Segment Manager:**
  **
  [[image:attach:segment manager menu.png||width="800"]]
@@ -43,9 +43,9 @@
  If you click the "First Party" tab, you will have the opportunity to define a segment. Click on the "User" button to define the segment based on demographic characteristics or select Account to define your segment based on an IP address range.
--===  ===
++=== CREATE A DEMOGRAPHIC SEGMENT ===
--{{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.
++of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment. Or choose Account to define an account-based segment.
  [[image:attach:segment-demos.png||height="250"]]
@@ -81,7 +81,7 @@
  **Form**: Users are selected based on the ONEcount form they have engaged with. The sub-category for Form is Completed. Target is the name of the form.
--**Package Transaction**: Users are selected based on the ONEcount package transaction they have executed. The sub-categories for Package Transaction are Subscribed/Purchased, Currently Subscribed, Not Subscribed, Expired, Will Expire, Unsubscribed. The Target is the name of the package. The selected date range will query on Request Date (Not Transaction Date).
++**Package Transaction**: Users are selected based on the ONEcount package transaction they have executed. The sub-categories for Package Transaction are Subscribed/Purchased, Currently Subscribed, Not Subscribed, Expired, Will Expire, Unsubscribed. The Target is the name of the package.
  **Package Status**: Users are selected based on the status of a package they have purchased or subscribed to. Best when used with a Package Transaction criteria. The sub-categories for Package Status are any of the package Statuses that you've defined in the Package Status section under the Inventory menu in ONEcount. There are no targets for this option.
@@ -89,7 +89,7 @@
  **Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed. The target is a URL or URL fragment.
--**Product Transaction**: Users are selected based on products that they have purchased. The sub-categories are Subscribed/Purchased, Currently Subscribed, Not Subscribed and Unsubscribed. The target is the product name. The selected date range will query on Request Date (Not Transaction Date).
++**Product Transaction**: Users are selected based on products that they have purchased. The sub-categories are Subscribed/Purchased, Currently Subscribed, Not Subscribed and Unsubscribed. The target is the product name.
  **Product 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.
@@ -98,12 +98,6 @@
  \\
  (% style="margin-left: 30.0px;" %)
--===
-- ===
--
--{{id name="CreateAccountSegment"/}}
--
--(% style="margin-left: 30.0px;" %)
  === CREATE AN ACCOUNT-BASED SEGMENT ===
  (% style="margin-left: 30.0px;" %)
@@ -120,9 +120,9 @@
  To create a segment of ALL users, both known and unknown, enter the IP address 1.0.0.0/1. This will include all possible IP addresses and, by extension, all users who visit your site.
--==  ==
++== **CREATE AN ACTION** ==
--{{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
++From the Segment Manager menu, select Action Manager. This is where you define the action to be taken for a segment, e.g. a website pop-up or ad targeting. Types of available Actions include: Pop-Up, Redirect, Ad Target, Transactional Email
  \\
@@ -146,13 +146,8 @@
  On the next screen, from the Action pull-down, choose the type of action you would like. Again, you have four choices: Ad Target (through Google Ad Manager or DFP), Pop-UP, Transactional Email, or Redirect.
--===
-- ===
++=== **CREATE AN AD TARGET** ===
--{{id name="CreateAdAction"/}}
--
--=== **CREATE AN AD ACTION** ===
--
  Here, we are defining an Ad Target. This will allow ONEcount to tell Google Ad Manager (DFP) what ad to target when a specific user is on your web site. The specific users will be defined in the Segment that you link to this target.
  In the screen below, you'll see the options for an Ad Target. The first two options are Target Domain and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
@@ -173,19 +173,12 @@
  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.
--* 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
--
  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.
  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
--===
-- ===
++=== CREATE A POP-UP TARGET ===
--{{id name="CreatePopupAction"/}}
--
--=== CREATE A POP-UP ACTION ===
--
  You can also create a pop-up target for your segments. There are two different types of pop-ups that can be defined in the ONEcount Action Manager: A ONEcount pop-up, and a Custom HTML pop-up.
  Choose Pop-Up from the Action pull-down at the top.
@@ -206,25 +206,39 @@
  [[image:attach:pop-up-action.png||width="800"]]
--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.
++Next we determine the priority of this pop-up relative
--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.
++\\
--Last, define the pop-up.
++(% style="margin-left: 30.0px;" %)
++===== A. Create Pop-Up =====
--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.
++(% style="margin-left: 30.0px;" %)
++~1. Click "New action".
++2. Give the action a name and description (optional).
++3. Click "Next".
++4. Complete the fields as shown below.
++5. Click "Next".
--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.
++(% style="margin-left: 30.0px;" %)
++[[image:attach:media_1442611132544.png||align="center"]]
--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.
++(% style="margin-left: 30.0px;" %)
++Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
--[[image:attach:custom-popup-box.png||width="800"]]
++(% style="margin-left: 30.0px;" %)
++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.)
--Click Next to review your Action definition, and finally Save to save it.
++(% style="margin-left: 30.0px;" %)
++Click "Next" to continue to Step 4 – Review and Save.
--This is an example of ONEcount's built-in pop-ups:
++(% style="margin-left: 30.0px;" %)
++[[image:attach:media_1443034475680.png||align="center"]]
  (% style="margin-left: 30.0px;" %)
++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.
++
++(% style="margin-left: 30.0px;" %)
  [[image:attach:media_1443033012905.png||align="center"]]
  (% style="margin-left: 30.0px;" %)
@@ -231,22 +231,15 @@
  Note that the display opt-out will appear only if checked when creating the pop-up action.
  (% style="margin-left: 30.0px;" %)
--===
-- ===
++===== B. Create Redirect =====
--{{id name="CreateRedirectAction"/}}
++(% style="margin-left: 60.0px;" %)
++~1. Click "New action".
++2. Give the action a name and description (optional).
++3. Click "Next".
++4. Complete the fields as shown below.
++5. Click "Next".
--(% style="margin-left: 30.0px;" %)
--=== **CREATE A REDIRECT ACTION** ===
--
--Choose redirect from the list of Actions. The redirect action is very similar to the Pop-Up action, except that instead of displaying a pop-up message, ONEcount will redirect the user to a URL of your choosing.
--
--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.
--
--As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
--
--\\
--
  (% style="margin-left: 60.0px;" %)
  [[image:attach:media_1442947217827.png||align="center"]]
@@ -263,22 +263,51 @@
  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.
  (% style="margin-left: 30.0px;" %)
++===== C. Create Ad Target =====
++
++(% style="margin-left: 30.0px;" %)
++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.
++
++(% style="margin-left: 30.0px;" %)
++~1. Click "New action".
++2. Give the action a name and description (optional).
++3. Click "Next".
++4. Complete the fields as shown below.
++5. Click "Next".
++
++(% style="margin-left: 30.0px;" %)
++[[image:attach:media_1446742365693.png||align="center"]]
++
++(% style="margin-left: 30.0px;" %)
++Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
++
++(% style="margin-left: 30.0px;" %)
++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.)
++
++(% style="margin-left: 30.0px;" %)
  Click "Next" to continue to Step 4 – Review and Save.
  (% style="margin-left: 30.0px;" %)
  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.
++*
++** 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.
++
  (% style="margin-left: 30.0px;" %)
--===
-- ===
++[[image:attach:media_1443036194948.png||align="center"]]
--{{id name="CreateEmailAction"/}}
++(% style="margin-left: 30.0px;" %)
++When an ad target is in effect, only those ads specified by Key and Value will display for the specified target segment on the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
  (% style="margin-left: 30.0px;" %)
--=== CREATE EMAIL ACTION ===
++===== D. Create Email =====
  (% style="margin-left: 30.0px;" %)
--To send a transactional e-mail to a user, choose Email from the Action pull-down.
++~1. Click "New action".
++2. Give the action a name and description (optional).
++3. Click "Next".
++4. Complete the fields as shown below.
++5. Click "Next".
  (% style="margin-left: 30.0px;" %)
  [[image:attach:media_1442946953775.png||align="center"]]
@@ -298,7 +298,7 @@
  (% style="margin-left: 30.0px;" %)
  When an email action is in effect, the email will be sent to the specified target segment on the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
--Review and Save
++==== Step 4 – Review and Save ====
  [[image:attach:media_1446742842763.png||align="center"]]
@@ -306,89 +306,8 @@
  If you wish to make changes, click the "Back" button to move backward through the steps.
--\\
--==
-- ==
--{{id name="CreateTarget"/}}
--
--== **CREATE A TARGET: CONNECTING SEGMENTS TO ACTIONS** ==
--
--So now you have created audience segments based on demographics, actions, or a host of other deterministic criteria. And you've created a handful of actions, including pop-ups, banner targets, transactional e-mails and redirects. How do you put it all together?
--
--The Target Engine has a very simple task: It connects Segments to Actions. It is pretty easy to use. Simply select Target Engine from the Segment Manager menu:
--
--\\
--
--[[image:attach:target-engine-menu.png||width="800"]]
--
--\\
--
--You'll see a list of existing targets and have an opportunity to create a new one. To edit an existing target, click on the pencil icon next to the target.
--
--\\
--
--[[image:attach:target-list.png||width="800"]]
--
--\\
--
--Once a segment has been defined and executed by the system, you can see up to the minute the statistics on your target by clicking on the small arrow next to the target. The screen will expand to show the details of your target, as well as usage statistics. In this case, the target waas seen 296,852 times by 35,166 unique users. The numbers in blue next to Known represent the number of known or identified views or users who have interacted with this target.
--
--\\
--
--[[image:attach:expanded-target-list.png||width="800"]]
--
--\\
--
--To create a new target, click "Create Target" in the upper-right corner. You'll be presented with a screen allowing you to give the target a title and a brief description. You'll also be given the opportunity to define an effective date range. This is the time period during which the Target will be active.
--
--Please note that if you have defined a time-frame in your segment for behavior, it will not effect the date range for the target. The reason is because the segment time-frame determines who is in the segment, the target time-frame determines when the target will be "live."
--
--For example, you might create a segment of web site visitors who looked at Halloween merchandise on your site from 10/1 to 10/31, and then a target that runs 11/1 through 11/25 offering them a discount on Thanksgiving merchandise.
--
--\\
--
--[[image:attach:target-definition.png||width="800"]]
--
--Once you have defined the name and date range of your target, simply select the appropriate Segment to the Action(s) you want to execute. Note than mor than one Action can be selected for a given segment.
--
--\\
--
--[[image:attach:target-segment-action.png||width="800"]]
--
--\\
--
--Click Next to reviewyour settings, and then save.
--
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--[[image:attach:target-review-and-save.png||width="800"]]
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  {{id name="End ScreenSteps Content"/}}
  {{/layout-cell}}
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  {{/layout-cell}}
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Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--53248002
++23331690

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/53248002/Segment Manager
++https://info.onecount.net//wiki/spaces/OD/pages/23331690/Utilities - Target Engine