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. prachiti1 +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 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 (v. 11.6 and later) / Persona Manager (pre v. 11.6) 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 - Youcan 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.9 +Version 11.6 and later have added functionality that allows you to 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 ... ... @@ -18,337 +18,232 @@ 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 +=== OPENING THE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW === 22 22 23 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :** 24 -** 23 +=== Select UTILITIES from the main menu. === 25 25 26 - image2021-10-25_15-3-35.png||thumbnail="true"height="250"]]25 +[[image:attach:media_1436816640442.png||align="center"]] 27 27 28 - \\27 +=== Select TARGETING ENGINE from the sub-menu. === 29 29 30 - Under "User Defined Segments" tab, you will seealistof existing segments.Click "Create Segment"inheupperright-hand corner.29 +[[image:attach:media_1436816664853.png||align="center"]] 31 31 32 - [[image:attach:image2021-10-25_15-11-53.png||height="250"]]31 +This will open the Targeting Automation & Personalization (TAP) window displaying a list of existing personas, if any, as shown below. 33 33 34 - \\33 +[[image:attach:media_1436816784643.png||align="center"]] 35 35 36 - You'llbe takento ascreeningyou todefinea newsegment.35 +Expanding the details of a persona will show you the target segment and actions for that persona. (See screenshot below.) 37 37 38 - The new segment creation screen consists of total 5tabs – Definition, Demographics (previously namedas First Party), IP Address (previouslynamed as Accountbased), Behavior, Action.37 +[[image:attach:media_1437059609834.png||align="center"]] 39 39 40 - Demographics,IPAddress,Behaviortabsallow ustodefinethesegmentrules.39 +Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below. 41 41 42 - **1. DefinitionTab:**41 +[[image:attach:media_1437064543783.png||align="center"]] 43 43 44 - Defineyoursegmentbygivingit a name and a brief description.43 +=== CREATE A NEW PERSONA === 45 45 46 - Titleisamandatory field.Itshouldnot be blank.Withoutprovidingtitle, you cannotnavigate to other tabs.45 +=== Click "Create Persona" button === 47 47 48 - Description isan optionalfield andcan haveanytypes of values.47 +[[image:attach:media_1437064785909.png||align="center"]] 49 49 50 - [[image:attach:image2021-10-25_15-42-47.png||height="250"]]49 +This will open the Profile window, which is Step 1 in creating the persona. 51 51 52 - \\51 +You move forward through the creation process by clicking "Next" at each step, and you can move back to the previous step by clicking "Back". 53 53 54 - A segmentisagroup ofpeople. You can definethatgroup basedonanynumberofdemographic criteria,ie., "who" the users,orbasedonhavioral criteria, ie.,"what"theuserhasdone.You canalsocreatean"IP addresses-based Segment.",whichcanalso be called as account based segment.53 +**Note that if you click the "Back" button, the step you were working on won't be saved. All steps are saved only at Step 4: Review and Save.** 55 55 56 - \\55 +=== Step 1 – Profile === 57 57 58 - **2. Demographics Tab:**57 +[[image:attach:media_1437065487760.png||align="center"]] 59 59 60 - If you clickthe"Demographics"tab,you will have theopportunity to defineemographic characteristicsfor thesegment. MultipleulescanbeaddedwithAnd/ORconditionsas perrequirements.59 +Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button. 61 61 62 - [[image:attach:image2021-10-25_15-51-28.png||height="250"]]61 +=== Step 2 – Segment === 63 63 64 - ======63 +A "Segment" is a subgroup of your user universe that you wish to target with a specific action. 65 65 66 - {{idname="CreateDemoSegment"/}}CREATEA DEMOGRAPHIC SEGMENTDefinedemographicrulesof yoursegment basedon thedemographicquestionsyouhaveuiltinyourdatabase. You can use anydemographicquestiono define a segment.65 +You can define a target segment by User – including Product, Demographics, Source Code, Newsletter, or Web filters – or by Account. 67 67 68 -[[image:attach:image2021-10-25_15-55-34.png||height="250"]] 67 +**Product** – Allows you to segment based on a product subscription status 68 + **Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria 69 + **Source Code** – Allows you to segment based on assigned or not assigned Source Code 70 + **Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter 71 + **Web** – Allows you to segment based on whether a user has or has not visited a specified section or page on your web site. Note that this behavior-based filter needs to be used in conjunction with any of the other identity-based filters listed above (Product, Demographics, Source Code, Newsletter). 69 69 70 - \\73 +See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below. 71 71 72 - If youchoose a demographicquestionthat has amultiplechoice response, simply click inthesearchtext boxandstart typing one of the responses.ONEcount shouldpre-populate the box with the response.Multiple responsescan be defined forasingle question.75 +You may select multiple filters and multiple options within filters. 73 73 74 - Toaddmultipledemographic questions to a segment,simplyclick the Add button on the right-handsideand ONEcount will allow you to add anotherdemographic question.77 +=== A. Segment by User === 75 75 76 - In this way, you can createademographicsegment of users who are Pediatricians wholiveinArizona, forexample.79 +[[image:attach:media_1437075145033.png||align="center"]] 77 77 78 - If you are creatingpurelyademographicsegment,hit"Save" andONEcountwill saveyoursegment.81 +The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option. 79 79 80 - \\83 +Notice the "AND" / "OR" logic that can be used to join different filters for the segment. Multiple selections //within// a filter use "OR" logic. 81 81 82 -** 3.IPAddressTab:**85 +**To add additional criteria to a segment, click the "And" or "Or" button.** 83 83 84 - TheIPaddress-basedsegmentcanbecreatedandtargetedby providingtheintendedIP addresses here. Thereisnolimiton numberof IP addressesthat can be added here.87 +In the example above, the targeted segment is all users who: 85 85 86 - ======89 +A. are NOT ("Without") new //OR// renewal subscribers, with a product status of Qualified Print //OR// Qualified Digital //OR// Non-Qualified Digital, to the Magazine //OR// Digital Edition product; 87 87 88 -{{id name="CreateAccountSegment"/}} 91 +**AND** 92 + B. have ('With") opened the "...ain Today" newsletter; 93 + **OR** 94 + C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics". 89 89 90 -(% style="margin-left: 30.0px;" %) 91 -=== CREATE AN IP Address-BASED SEGMENT === 96 +**That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected. 92 92 93 -(% style="margin-left: 30.0px;" %) 94 -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. 98 +=== B. Segment by Account === 95 95 96 - image2021-10-25_16-57-14.png||height="250"]]100 +[[image:attach:media_1437079883697.png||align="center"]] 97 97 102 +Version 11.6 and later have added functionality that allows you to target segments by Account – which is IP Address and User Agent. A user agent is any software that retrieves and presents Web content for end users. User agents include Web browsers, media players, and plug-ins that help in retrieving, rendering and interacting with Web content. 103 + 98 98 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. 99 99 100 100 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... 101 101 102 -Note that inIPAddressbased segmenting you can enter multiple IP addresses and user agents in each field.108 +Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field. 103 103 104 -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. 110 +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. 105 105 106 - Ifyou are creating purelyaIPAddress based segment, hit "Save" and ONEcountwill save your segment.112 +=== Step 3 – Action === 107 107 108 - \\114 +"Action" is where you define the action to be taken for the identified segment, e.g. a website pop-up or ad targeting. 109 109 110 - 4. **Behavior Tab:**116 +Types of Actions include: Pop-Up, Redirect, Ad Target, Email 111 111 112 - If youwouldliketoaddbehavioralcharacteristicstoyoursegment(ie.,Pediatricianswho liveinArizonaandhave read at leasttwoarticleson pain),clickontheBehaviortab.118 +You can use any existing actions by clicking in the "Select Actions" field and selecting the action (see screenshot below) or create a new action (see A-D below). 113 113 114 - \\120 +[[image:attach:media_1442601673145.png||align="center"]] 115 115 116 - [[image:attach:image2021-10-25_16-35-1.png||height="250"]]122 +Hover over an action to see details (see screenshot below). 117 117 118 - \\124 +[[image:attach:media_1442602167866.png||align="center"]] 119 119 120 - Todefinebehavioral characteristics of your segment, chooseabehaviortypefrom the Categorypull-down. The sub-categorypull-downwill 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.126 +=== A. Create Pop-Up === 121 121 122 -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. 128 +~1. Click "New action". 129 + 2. Give the action a name and description (optional). 130 + 3. Click "Next". 131 + 4. Complete the fields as shown below. 132 + 5. Click "Next". 123 123 124 - You can add multiple values to a singlebehavioraltarget; they will be "OR" values, meaning the segment will be true ifany of the valuesis present.134 +[[image:attach:media_1442611132544.png||align="center"]] 125 125 126 - Definethe frequency of the actionin theFrequencybox.This meanshow many timeswithinthegiven date range this eventhas happened,andenteradaterangefor thegiven event.136 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 127 127 128 - If youaddmultiplebehavioralcriteriato yoursegment (hit Add)toadd morebehavioralcriteria, be sure todefinewhetherthis criteria is AND/OR, meaning,whetherthissegmentwill matchwhenbothcriteriaaremet(AND),or wheneitherofthe criteriais met(OR).138 +Upon clicking "Save", you'll be returned to the "Define action to take" window where you'll see the name of the saved action in the action field. (See below.) 129 129 130 - Thereisa widerangeofbehavioralcriteriathatcan beusedforbehavioralsegments:140 +Click "Next" to continue to Step 4 – Review and Save. 131 131 132 - **Banner**:Usersare selected based onthe banner ads they have viewedon your site. The sub-category for Banners is Viewed or Clicked. Target is thenameofthebanner(s).142 +[[image:attach:media_1443034475680.png||align="center"]] 133 133 134 - **Content**:Usersareselectedbasedonthemeta keywordscontainedon thepages auser visits.The sub-categoryforContentis Viewed orClicked.Targetisthecontentkeyword.144 +When a pop-up action is in effect, a pop-up will appear for the specified target segment in the designated domains and sections at the set frequency and priority level. Please see example below. 135 135 136 - **Email**: Usersare selected based onthe emails (from your ONEcount-integratedESP or ONEmail) that the user has engaged with. The sub-category for Emails Opened or Clicked. Target is thename or subjectof thee-mail campaign.146 +[[image:attach:media_1443033012905.png||align="center"]] 137 137 138 - **Form**: Usersareselectedbased onthe ONEcountform they have engagedwith.The sub-categoryforFormisCompleted.Targetsthenameofthe form.148 +Note that the display opt-out will appear only if checked when creating the pop-up action. 139 139 140 - **PackageTransaction**: 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 Targetis thenameof the package. The selecteddate range will query on Request Date (Not TransactionDate).150 +=== B. Create Redirect === 141 141 142 -**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. 152 +~1. Click "New action". 153 + 2. Give the action a name and description (optional). 154 + 3. Click "Next". 155 + 4. Complete the fields as shown below. 156 + 5. Click "Next". 143 143 144 - **SourceCode**:Usersare selected based onthe source code forany transaction they have executedwithin ONEcount. The sub-category is Selected.The target is the specific source codes that are used. Possible options are the sourcecodes defined intheSource Code manager under the Inventory section of ONEcount.158 +[[image:attach:media_1442947217827.png||align="center"]] 145 145 146 - **Web**:Usersare selectedbasedonthewebURLsthat theyhavesited.Thesub-categoryis Viewed.ThetargetisaURLorURLfragment.160 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 147 147 148 - **Product Transaction**:Usersareselectedbasedon productsthattheyhavepurchased.The sub-categoriesareSubscribed/Purchased, CurrentlySubscribed, Not Subscribedand Unsubscribed. The target is theproductname. The selecteddate rangewill query onRequestDate(Not TransactionDate).162 +Upon clicking "Save", you'll be returned to the "Define action to take" window where you'll see the name of the saved action in the action field. (See below.) 149 149 150 - **Product Attribute**: Users are selected based on specificattributes oftheproductsthey have purchased. The sub-categories arethe attributes(ie., category,type,state,etc.)Thetarget is thevalue of that attribute(ie., blue, edible, NewYork, etc.) If the sub-category is a multiple-choice list, thenyour target must be the name of one of those elements of the list. If the sub-category is a free text field,you can enter anyvaluein the target box.164 +Click "Next" to continue to Step 4 – Review and Save. 151 151 152 - **Quiz: **Usersareselectedbasedonwhetherthequiziscompleted.Ithasonlyonesubcategory'completed'.Youcan enterthe targetin thetextbox.166 +When a redirect is in effect, the redirect will occur for the specified target segment in the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action. 153 153 154 - **Geo:**Users are selected based on specific geographic location from anywhere in the world.The sub-category is 'coordinate'. When this geo categoryis 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 targetingis 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.168 +=== C. Create Ad Target === 155 155 156 - OnceyouhavedefinedyourBehavioralcriteriaforyour segment andyoudonot wishtoaddanyotherrules/action,besureto**HITSAVE.**170 +In order for ad targeting to work, the ad code on your site must be updated so that it will accept and process Key and Value variables. GCN will provide you with the correct code. 157 157 158 -**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.** 172 +~1. Click "New action". 173 + 2. Give the action a name and description (optional). 174 + 3. Click "Next". 175 + 4. Complete the fields as shown below. 176 + 5. Click "Next". 159 159 160 - \\178 +[[image:attach:media_1446742365693.png||align="center"]] 161 161 162 - **5.Action tab:**180 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 163 163 164 - Anyactionto beassociatedforsegment targetingisdefined inthistab.182 +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.) 165 165 166 - Date rangeisa mandatory field (bothstart and end dates) toadd any form of action. Youcan selectany form of actionfromthedropdown.Onceyouprovide actionetails,you can savethe changes made.184 +Click "Next" to continue to Step 4 – Review and Save. 167 167 168 - [[image:attach:image2021-10-25_16-59-19.png||height="250"]]186 +When an ad target is in effect, only those ads specified by Key and Value will display for the specified target segment on the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action. 169 169 170 - ====188 +* In Revive/OpenX, these variables are created under Inventory > Banner > Delivery Options > Add Delivery Limitation > Site-Variable > Add > enter Key and Value variables. These variables are of your choosing and can be text or numbers. 171 171 172 - {{id name="CreateAction"/}}ADD AN ACTIONGo to the Action tab ofcreate/edit segment. This is where youdefine theaction to be taken for a segment, e.g. a websitepop-up or ad targeting. Types ofavailable Actions include: Pop-Up, Redirect, Ad Target, Email, Social Target, Subscribe to a Product, Unsubscribeto a Product, Subscribe to a Package, Unsubscribeto a Package, Add to Segment, Remove from Segment. Any action can be selected from action type dropdown.190 +[[image:attach:media_1443036194948.png||align="center"]] 173 173 174 -=== 175 - === 192 +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. 176 176 177 - {{id name="CreateAdAction"/}}194 +=== D. Create Email === 178 178 179 -=== **ADD AN AD ACTION** === 196 +~1. Click "New action". 197 + 2. Give the action a name and description (optional). 198 + 3. Click "Next". 199 + 4. Complete the fields as shown below. 200 + 5. Click "Next". 180 180 181 - Here, we are definingan Ad Target. This willallow ONEcounto tell Google Ad Manager (DFP) what ad to target when a specific user is on your web site. Thespecific users will bedefined in the Segment that youlink to this target.202 +[[image:attach:media_1442946953775.png||align="center"]] 182 182 183 - Inthe screenbelow, you'llsee theoptionsforan Ad Target. The first threeoptionsareTarget Domain and TargetContent,Section.Theseare usedto// limit// thescopeofthisaction,nottodefine it. It's important to understandthe difference.204 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 184 184 185 - In content-basedtargeting, youdefinea specific page orwebsitesection(or a whole site) tobetargetedwith a bannerorbannercampaign. Ineffectyouaresaying, wheneversomeonecomesto thissectionorthis website, showthemthisbanner.206 +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.) 186 186 187 - ONEcounttargetsads basedonidentity. ONEcounts saying ineffect,forthis specificperson(asdefinedby theSegment linked to this Action), showthisad.Period.208 +Click "Next" to continue to Step 4 – Review and Save. 188 188 189 - The Target Domain and Section options are used to limit this behavior. So what we are sayingthen is thatforthis specific person (as defined by the Segment linkedto this Action) show thisad, but ONLY onthese domains and in these specific sections ofthesite.210 +[[image:attach:media_1443035194695.png||align="center"]] 190 190 191 -Wh y would wedo that?Generally,thisislimitationisusedbecausewewant to targeta user withone adcampaignon one site,anda differentcampaignonanothersite.212 +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. 192 192 193 - Forexample,saywehavea pediatrician who weantto target with anadforaskin medicine on our dermatology site, but an ad for a different drug when hevisits a siteon diabetes.214 +=== Step 4 – Review and Save === 194 194 195 - \\216 +[[image:attach:media_1446742842763.png||align="center"]] 196 196 197 - [[image:attach:image2021-10-25_17-16-33.png||height="250"]]218 +Review all of the information for your persona, and click "Save Persona" to save. 198 198 199 - \\220 +If you wish to make changes, click the "Back" button to move backward through the steps. 200 200 201 -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. 202 202 203 -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. 204 204 205 -* 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 206 - 207 -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. 208 - 209 -NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 210 - 211 -=== 212 - === 213 - 214 -{{id name="CreatePopupAction"/}} 215 - 216 -=== ADD A POP-UP ACTION === 217 - 218 -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. 219 - 220 -Choose Pop-Up from the Action Type pull-down. 221 - 222 -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. 223 - 224 -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. 225 - 226 -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. 227 - 228 -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. 229 - 230 -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. 231 - 232 -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. 233 - 234 -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. 235 - 236 -\\ 237 - 238 - [[image:attach:image2021-10-25_17-54-54.png||height="250"]] 239 - 240 -\\ 241 - 242 -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. 243 - 244 -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. 245 - 246 -Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up). 247 - 248 -Review your Action details and finally click Save to save it. 249 - 250 -(% style="margin-left: 30.0px;" %) 251 -=== === 252 - 253 -{{id name="CreateRedirectAction"/}} 254 - 255 -(% style="margin-left: 30.0px;" %) 256 -=== **ADD A REDIRECT ACTION** === 257 - 258 -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. 259 - 260 -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. 261 - 262 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 263 - 264 -\\ 265 - 266 - [[image:attach:image2021-10-25_18-2-56.png||height="250"]] 267 - 268 -\\ 269 - 270 -(% style="margin-left: 30.0px;" %) 271 -=== === 272 - 273 -{{id name="CreateEmailAction"/}} 274 - 275 -(% style="margin-left: 30.0px;" %) 276 -=== ADD EMAIL ACTION === 277 - 278 -(% style="margin-left: 30.0px;" %) 279 -To send a transactional e-mail to a user, choose Email from the Action Type pull-down. 280 - 281 -(% style="margin-left: 30.0px;" %) 282 -\\ 283 - 284 -(% style="margin-left: 30.0px;" %) 285 -[[image:attach:image2021-10-25_18-6-13.png||height="250"]] 286 - 287 -(% style="margin-left: 30.0px;" %) 288 -\\ 289 - 290 - 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. 291 - 292 -\\ 293 - 294 -If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page. 295 - 296 -\\ 297 - 298 -== 299 - == 300 - 301 -{{id name="CreateTarget"/}} 302 - 303 -\\ 304 - 305 -\\ 306 - 307 -\\ 308 - 309 -\\ 310 - 311 -\\ 312 - 313 -\\ 314 - 315 -\\ 316 - 317 -\\ 318 - 319 -\\ 320 - 321 -\\ 322 - 323 -\\ 324 - 325 - 326 - 327 327 {{id name="End ScreenSteps Content"/}} 328 328 {{/layout-cell}} 329 329 330 330 {{layout-cell}} 331 - {{panel title="SearchAll Documentation:"}}228 +**Search all Documentation:** 332 332 333 333 231 + 334 334 {{livesearch/}} 335 -{{/panel}} 336 336 337 - {{paneltitle="Search USER OPERATIONS Documentation:"}}234 + 338 338 236 +**Search USER OPERATIONS Documentation:** 339 339 340 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 341 -{{/panel}} 342 342 343 -{{panel title="On this page:"}} 344 344 240 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 345 345 346 -{{toc/}} 347 -{{/panel}} 242 + 348 348 349 -{{pan eltitle="More USER OPERATIONS Documentation"}}350 - {{expand}}351 - 244 +{{expand title="More USER OPERATIONS Documentation"}} 245 +(% style="margin-left: 30.0px;" %) 246 +**Add Users 352 352 ** 353 353 354 354 (% style="margin-left: 60.0px;" %) ... ... @@ -355,43 +355,43 @@ 355 355 356 356 357 357 (% style="margin-left: 60.0px;" %) 358 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]] 253 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]] 359 359 360 360 (% style="margin-left: 60.0px;" %) 361 -[[doc:Pre-Import Checklist]] 256 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]] 362 362 363 363 (% style="margin-left: 60.0px;" %) 259 +[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]] 364 364 365 - 366 366 (% style="margin-left: 60.0px;" %) 367 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]] 262 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]] 368 368 369 369 (% style="margin-left: 60.0px;" %) 370 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]] 265 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]] 371 371 372 372 (% style="margin-left: 60.0px;" %) 373 -[[doc:Add Audience]] 268 +[[Add Audience>>doc:Add Audience (v12\.x)]] 374 374 375 375 (% style="margin-left: 30.0px;" %) 376 376 **Batch Operations** 377 377 378 378 (% style="margin-left: 60.0px;" %) 379 -[[doc:Bulk Operation - How to Perform a Batch Delete]] 274 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]] 380 380 381 381 (% style="margin-left: 60.0px;" %) 382 -[[doc:Bulk Operation - How to Perform a Batch Product Change]] 277 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]] 383 383 384 384 (% style="margin-left: 60.0px;" %) 385 -[[doc:Bulk Operation - How to Perform a Batch Status Change]] 280 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]] 386 386 387 387 (% style="margin-left: 60.0px;" %) 388 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]] 283 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]] 389 389 390 390 (% style="margin-left: 60.0px;" %) 391 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]] 286 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]] 392 392 393 393 (% style="margin-left: 60.0px;" %) 394 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]] 289 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]] 395 395 396 396 (% style="margin-left: 30.0px;" %) 397 397 **Target Audience Segments** ... ... @@ -400,23 +400,10 @@ 400 400 (% style="color: rgb(0,51,102);" %) __ 401 401 __ 402 402 403 - \\298 + 404 404 405 - \\300 + 406 406 {{/expand}} 407 -{{/panel}} 408 - 409 -\\ 410 - 411 -\\ 412 - 413 -\\ 414 - 415 -\\ 416 - 417 -\\ 418 - 419 -\\ 420 420 {{/layout-cell}} 421 421 {{/layout-section}} 422 422 {{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 54198376/SegmentManager1 +https://info.onecount.net//wiki/spaces/OD/pages/66932/Utilities - Target Engine (v12.x)