Changes for page Segment Manager

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

From version 16.1
edited by prachiti
on 2021/10/25 21:16
Change comment: There is no comment for this version
To version 9.1
edited by Admin
on 2020/01/05 17:10
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
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1 -Segment Manager
1 +Utilities - Target Engine
Author
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1 -XWiki.prachiti
1 +XWiki.Admin
Content
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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 is a powerful tool that allows to to quickly and easily define audience **Segments** and target them with specific **Actions**, e.g. target specific ads, display a pop-up, send an email, redirect to another page or site.
8 8  
9 9  You can target segments by IP Address and User Agent. This functionality can be used to define a set of IP addresses that may be, for example, non-human traffic that you don't want to display paid banner ads to. By defining the target IP addresses and setting the action to serve only house ads, those IP addresses won't be counted as impressions/views/clicks for paid banner advertising. Or you could redirect to a page or a pop-up with a message that the IP address is suspected of being non-human traffic and a number to call if not the case. That IP could then be removed from the target segment.
10 10  
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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 +=== CREATING A NEW SEGMENT ===
22 22  
23 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :**
23 +**From the Segment Manager menu, select Segment Manager:
24 24  **
25 25  
26 - [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]]
26 +[[image:attach:segment manager menu.png||width="800"]]
27 27  
28 28  \\
29 29  
30 -Under "User Defined Segments" tab, you will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
30 +You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
31 31  
32 -[[image:attach:image2021-10-25_15-11-53.png||height="250"]]
32 +[[image:attach:manage segments.png||height="250"]]
33 33  
34 34  \\
35 35  
36 -You'll be taken to a screen allowing you to define a new segment.
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.
37 37  
38 -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.
38 +[[image:attach:segment-definion.png||height="250"]]
39 39  
40 -Demographics, IP Address, Behavior tabs allow us to define the segment rules.
41 -
42 -**1. Definition Tab:**
43 -
44 -Define your segment by giving it a name and a brief description.
45 -
46 -Title is a mandatory field. It should not be blank. Without providing title, you cannot navigate to other tabs.
47 -
48 -Description is an optional field and can have any types of values.
49 -
50 -[[image:attach:image2021-10-25_15-42-47.png||height="250"]]
51 -
52 52  \\
53 53  
54 - 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.
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.
55 55  
56 -\\
44 +If you click the "First Party" tab, you will have the opportunity to define the demographic characteristics of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment.
57 57  
58 -**2. Demographics Tab:**
46 +[[image:attach:segment-demos.png||height="250"]]
59 59  
60 -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.
48 +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.
61 61  
62 -[[image:attach:image2021-10-25_15-51-28.png||height="250"]]
63 -
64 -=== ===
65 -
66 -{{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.
67 -
68 -[[image:attach:image2021-10-25_15-55-34.png||height="250"]]
69 -
70 -\\
71 -
72 -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.
73 -
74 74  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.
75 75  
76 76  In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
77 77  
78 -If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
54 +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.
79 79  
80 80  \\
81 81  
82 -**3. IP Address Tab:**
58 +\\
83 83  
84 -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.
60 +\\
85 85  
86 -=== ===
62 +[[image:attach:segment-content.png||height="250"]]
87 87  
88 -{{id name="CreateAccountSegment"/}}
64 +\\
89 89  
90 -(% style="margin-left: 30.0px;" %)
91 -=== CREATE AN IP Address-BASED SEGMENT ===
66 +\\
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.
68 +\\
95 95  
96 - [[image:attach:image2021-10-25_16-57-14.png||height="250"]]
97 -
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 -
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 -
102 -Note that in IP Address based segmenting you can enter multiple IP addresses and user agents in each field.
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.
105 -
106 -If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
107 -
108 108  \\
109 109  
110 -4. **Behavior Tab:**
111 -
112 -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.
113 -
114 114  \\
115 115  
116 -[[image:attach:image2021-10-25_16-35-1.png||height="250"]]
117 -
118 118  \\
119 119  
120 -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.
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.
123 -
124 -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.
125 -
126 -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.
127 -
128 -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).
129 -
130 -There is a wide range of behavioral criteria that can be used for behavioral segments:
131 -
132 -**Banner**: Users are selected based on the banner ads they have viewed on your site. The sub-category for Banners is Viewed or Clicked. Target is the name of the banner(s).
133 -
134 -**Content**: Users are selected based on the meta keywords contained on the pages a user visits. The sub-category for Content is Viewed or Clicked. Target is the content keyword.
135 -
136 -**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.
137 -
138 -**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.
139 -
140 -**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).
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.
143 -
144 -**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.
145 -
146 -**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.
147 -
148 -**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).
149 -
150 -**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.
151 -
152 -**Quiz: **Users are selected based on whether the quiz is completed. It has only one subcategory 'completed'. You can enter the target in the text box.
153 -
154 -**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. 
155 -
156 -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.**
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.**
159 -
160 160  \\
161 161  
162 -**5. Action tab: **
78 +This will open the Profile window, which is Step 1 in creating the persona.
163 163  
164 -Any action to be associated for segment targeting is defined in this tab.
80 +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".
165 165  
166 -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.
82 +{{note}}
83 +**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.**
84 +{{/note}}
167 167  
168 - [[image:attach:image2021-10-25_16-59-19.png||height="250"]]
86 +==== Step 1 – Profile ====
169 169  
170 -== ==
88 +[[image:attach:media_1437065487760.png||align="center"]]
171 171  
172 -{{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.
90 +Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button.
173 173  
174 -===
175 - ===
92 +==== Step 2 – Segment ====
176 176  
177 -{{id name="CreateAdAction"/}}
94 +A "Segment" is a subgroup of your user universe that you wish to target with a specific action.
178 178  
179 -=== **ADD AN AD ACTION** ===
96 +You can define a target segment by User – including Product, Demographics, Source Code, Newsletter, or Web filters – or by Account.
180 180  
181 -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.
98 +**Product** – Allows you to segment based on a product subscription status
99 +**Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria
100 +**Source Code** – Allows you to segment based on assigned or not assigned Source Code
101 +**Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter
102 +**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).
182 182  
183 -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.
104 +See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below.
184 184  
185 -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.
106 +You may select multiple filters and multiple options within filters.
186 186  
187 -ONEcount targets ads based on identity. ONEcount is saying in effect, for this specific person (as defined by the Segment linked to this Action), show this ad. Period.
108 +(% style="margin-left: 30.0px;" %)
109 +===== A. Segment by User =====
188 188  
189 -The Target Domain and Section options are used to limit this behavior. So what we are saying then is that for this specific person (as defined by the Segment linked to this Action) show this ad, but ONLY on these domains and in these specific sections of the site.
111 +(% style="margin-left: 30.0px;" %)
112 +[[image:attach:media_1437075145033.png||align="center"]]
190 190  
191 -Why would we do that? Generally, this is limitation is used because we want to target a user with one ad campaign on one site, and a different campaign on another site.
114 +(% style="margin-left: 30.0px;" %)
115 +The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option.
192 192  
193 -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.
117 +(% style="margin-left: 30.0px;" %)
118 +Notice the "AND" / "OR" logic that can be used to join different filters for the segment. Multiple selections //within// a filter use "OR" logic.
194 194  
195 -\\
120 +(% style="margin-left: 30.0px;" %)
121 +**To add additional criteria to a segment, click the "And" or "Or" button.**
196 196  
197 - [[image:attach:image2021-10-25_17-16-33.png||height="250"]]
123 +(% style="margin-left: 30.0px;" %)
124 +In the example above, the targeted segment is all users who:
198 198  
199 -\\
126 +(% style="margin-left: 30.0px;" %)
127 +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;
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.
129 +(% style="margin-left: 30.0px;" %)
130 +**AND**
131 +B. have ('With") opened the "...ain Today" newsletter;
132 +**OR**
133 +C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics".
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.
135 +(% style="margin-left: 30.0px;" %)
136 +**That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected.
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
138 +(% style="margin-left: 30.0px;" %)
139 +===== B. Segment by Account =====
206 206  
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.
141 +(% style="margin-left: 30.0px;" %)
142 +[[image:attach:media_1437079883697.png||align="center"]]
208 208  
209 -NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
144 +(% style="margin-left: 30.0px;" %)
145 +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.
210 210  
211 -===
212 - ===
147 +(% style="margin-left: 30.0px;" %)
148 +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.
213 213  
214 -{{id name="CreatePopupAction"/}}
150 +(% style="margin-left: 30.0px;" %)
151 +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...
215 215  
216 -=== ADD A POP-UP ACTION ===
153 +(% style="margin-left: 30.0px;" %)
154 +Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field.
217 217  
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.
156 +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.
219 219  
220 -Choose Pop-Up from the Action Type pull-down.
158 +==== Step 3 Action ====
221 221  
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.
160 +"Action" is where you define the action to be taken for the identified segment, e.g. a website pop-up or ad targeting.
223 223  
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.
162 +Types of Actions include: Pop-Up, Redirect, Ad Target, Email
225 225  
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.
164 +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).
227 227  
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.
166 +[[image:attach:media_1442601673145.png||align="center"]]
229 229  
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.
168 +Hover over an action to see details (see screenshot below).
231 231  
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.
170 +[[image:attach:media_1442602167866.png||align="center"]]
233 233  
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.
172 +(% style="margin-left: 30.0px;" %)
173 +===== A. Create Pop-Up =====
235 235  
236 -\\
175 +(% style="margin-left: 30.0px;" %)
176 +~1. Click "New action".
177 +2. Give the action a name and description (optional).
178 +3. Click "Next".
179 +4. Complete the fields as shown below.
180 +5. Click "Next".
237 237  
238 - [[image:attach:image2021-10-25_17-54-54.png||height="250"]]
182 +(% style="margin-left: 30.0px;" %)
183 +[[image:attach:media_1442611132544.png||align="center"]]
239 239  
240 -\\
185 +(% style="margin-left: 30.0px;" %)
186 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
241 241  
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.
188 +(% style="margin-left: 30.0px;" %)
189 +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.)
243 243  
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.
191 +(% style="margin-left: 30.0px;" %)
192 +Click "Next" to continue to Step 4 – Review and Save.
245 245  
246 -Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up).
194 +(% style="margin-left: 30.0px;" %)
195 +[[image:attach:media_1443034475680.png||align="center"]]
247 247  
248 -Review your Action details and finally click Save to save it.
197 +(% style="margin-left: 30.0px;" %)
198 +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.
249 249  
250 250  (% style="margin-left: 30.0px;" %)
251 -=== ===
201 +[[image:attach:media_1443033012905.png||align="center"]]
252 252  
253 -{{id name="CreateRedirectAction"/}}
203 +(% style="margin-left: 30.0px;" %)
204 +Note that the display opt-out will appear only if checked when creating the pop-up action.
254 254  
255 255  (% style="margin-left: 30.0px;" %)
256 -=== **ADD A REDIRECT ACTION** ===
207 +===== B. Create Redirect =====
257 257  
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.
209 +(% style="margin-left: 60.0px;" %)
210 +~1. Click "New action".
211 +2. Give the action a name and description (optional).
212 +3. Click "Next".
213 +4. Complete the fields as shown below.
214 +5. Click "Next".
259 259  
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.
216 +(% style="margin-left: 60.0px;" %)
217 +[[image:attach:media_1442947217827.png||align="center"]]
261 261  
262 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
219 +(% style="margin-left: 60.0px;" %)
220 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
263 263  
264 -\\
222 +(% style="margin-left: 60.0px;" %)
223 +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.)
265 265  
266 - [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
225 +(% style="margin-left: 60.0px;" %)
226 +Click "Next" to continue to Step 4 – Review and Save.
267 267  
268 -\\
228 +(% style="margin-left: 60.0px;" %)
229 +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.
269 269  
270 270  (% style="margin-left: 30.0px;" %)
271 -=== ===
232 +===== C. Create Ad Target =====
272 272  
273 -{{id name="CreateEmailAction"/}}
234 +(% style="margin-left: 30.0px;" %)
235 +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.
274 274  
275 275  (% style="margin-left: 30.0px;" %)
276 -=== ADD EMAIL ACTION ===
238 +~1. Click "New action".
239 +2. Give the action a name and description (optional).
240 +3. Click "Next".
241 +4. Complete the fields as shown below.
242 +5. Click "Next".
277 277  
278 278  (% style="margin-left: 30.0px;" %)
279 -To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
245 +[[image:attach:media_1446742365693.png||align="center"]]
280 280  
281 281  (% style="margin-left: 30.0px;" %)
282 -\\
248 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
283 283  
284 284  (% style="margin-left: 30.0px;" %)
285 -[[image:attach:image2021-10-25_18-6-13.png||height="250"]]
251 +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.)
286 286  
287 287  (% style="margin-left: 30.0px;" %)
288 -\\
254 +Click "Next" to continue to Step 4 – Review and Save.
289 289  
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.
256 +(% style="margin-left: 30.0px;" %)
257 +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.
291 291  
292 -\\
259 +*
260 +** 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.
293 293  
294 -If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
262 +(% style="margin-left: 30.0px;" %)
263 +[[image:attach:media_1443036194948.png||align="center"]]
295 295  
296 -\\
265 +(% style="margin-left: 30.0px;" %)
266 +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.
297 297  
298 -==
299 - ==
268 +(% style="margin-left: 30.0px;" %)
269 +===== D. Create Email =====
300 300  
301 -{{id name="CreateTarget"/}}
271 +(% style="margin-left: 30.0px;" %)
272 +~1. Click "New action".
273 +2. Give the action a name and description (optional).
274 +3. Click "Next".
275 +4. Complete the fields as shown below.
276 +5. Click "Next".
302 302  
303 -\\
278 +(% style="margin-left: 30.0px;" %)
279 +[[image:attach:media_1442946953775.png||align="center"]]
304 304  
305 -\\
281 +(% style="margin-left: 30.0px;" %)
282 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
306 306  
307 -\\
284 +(% style="margin-left: 30.0px;" %)
285 +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.)
308 308  
309 -\\
287 +(% style="margin-left: 30.0px;" %)
288 +Click "Next" to continue to Step 4 – Review and Save.
310 310  
311 -\\
290 +(% style="margin-left: 30.0px;" %)
291 +[[image:attach:media_1443035194695.png||align="center"]]
312 312  
313 -\\
293 +(% style="margin-left: 30.0px;" %)
294 +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.
314 314  
315 -\\
296 +==== Step 4 – Review and Save ====
316 316  
317 -\\
298 +[[image:attach:media_1446742842763.png||align="center"]]
318 318  
319 -\\
300 +Review all of the information for your persona, and click "Save Persona" to save.
320 320  
321 -\\
302 +If you wish to make changes, click the "Back" button to move backward through the steps.
322 322  
323 -\\
324 324  
325 325  
326 -
327 327  {{id name="End ScreenSteps Content"/}}
328 328  {{/layout-cell}}
329 329  
... ... @@ -420,3 +420,7 @@
420 420  {{/layout-cell}}
421 421  {{/layout-section}}
422 422  {{/layout}}
402 +
403 +\\
404 +
405 +\\
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -54198376
1 +23331687
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/54198376/Segment Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331687/Utilities - Target Engine