Changes for page Segment Manager
Last modified by Admin User on 2025/01/24 16:21
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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 is a powerful tool that allows to to quickly and easily define audience **Segments** and target them with specific **Actions**, e.g. target specific ads, display a pop-up, send an email, redirect to another page or site. 8 8 9 9 You can target segments by IP Address and User Agent. This functionality can be used to define a set of IP addresses that may be, for example, non-human traffic that you don't want to display paid banner ads to. By defining the target IP addresses and setting the action to serve only house ads, those IP addresses won't be counted as impressions/views/clicks for paid banner advertising. Or you could redirect to a page or a pop-up with a message that the IP address is suspected of being non-human traffic and a number to call if not the case. That IP could then be removed from the target segment. 10 10 11 -The following lesson will provide details on how to use the **Segment Manager**. 11 +The following lesson will provide details on how to use the **Segment Manager**, **Action Manager**, and **Target Engine**. 12 12 13 13 === Please Note: === 14 14 ... ... @@ -18,105 +18,49 @@ 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 thelefthand side navigation bar, selectActivation →Segment Manager23 +From the Segment Manager menu, select Segment Manager:** 24 24 ** 25 25 26 - 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 5tabs – Definition, Demographics(previously named as FirstParty), IP Address (previouslynamed 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 - IP addresses-based Segment.",whichcan alsobecalledasaccountbasedsegment.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. 55 55 56 - \\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. 57 57 58 - **2.DemographicsTab:**46 +=== CREATE A DEMOGRAPHIC SEGMENT === 59 59 60 - If youclickthe"Demographics"tab,youwillhavethe opportunityto define demographiccharacteristics forthe segment.Multiplerules canbeadded withAnd/ORconditionsasperrequirements.48 +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. 61 61 62 -[[image:attach: image2021-10-25_15-51-28.png||height="250"]]50 +[[image:attach:segment-demos.png||height="250"]] 63 63 64 - ======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. 65 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. 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. 79 79 80 80 \\ 81 81 82 - **3. IP Address Tab:**62 +[[image:attach:segment-content.png||height="250"]] 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. 85 - 86 -=== === 87 - 88 -{{id name="CreateAccountSegment"/}} 89 - 90 -(% style="margin-left: 30.0px;" %) 91 -=== CREATE AN IP Address-BASED SEGMENT === 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. 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 -\\ 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 -\\ 115 - 116 -[[image:attach:image2021-10-25_16-35-1.png||height="250"]] 117 - 118 -\\ 119 - 120 120 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. 121 121 122 122 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. ... ... @@ -123,7 +123,7 @@ 123 123 124 124 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. 125 125 126 -Define the frequency of the action in the Freq uency box. This means how many times within the given date range this eventhas happened, and enter a date range for the given event.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. 127 127 128 128 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). 129 129 ... ... @@ -137,7 +137,7 @@ 137 137 138 138 **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. 139 139 140 -**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).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. 141 141 142 142 **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. 143 143 ... ... @@ -145,42 +145,62 @@ 145 145 146 146 **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. 147 147 148 -**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).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. 149 149 150 150 **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. 151 151 152 - **Quiz: **Usersareselectedbasedon whetherthe quiz iscompleted.Ithasonlyonesubcategory'completed'.Youcanenterthetargetinthetextbox.96 +Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.** 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 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.98 +\\ 155 155 156 -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.** 100 +(% style="margin-left: 30.0px;" %) 101 +=== CREATE AN ACCOUNT-BASED SEGMENT === 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.** 103 +(% style="margin-left: 30.0px;" %) 104 +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. 159 159 106 +(% style="margin-left: 30.0px;" %) 107 +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. 108 + 109 +(% style="margin-left: 30.0px;" %) 110 +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... 111 + 112 +(% style="margin-left: 30.0px;" %) 113 +Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field. 114 + 115 +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. 116 + 117 +== **CREATE AN ACTION** == 118 + 119 +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 120 + 160 160 \\ 161 161 162 - **5.Actiontab:**123 +[[image:attach:Action-manager menu.png||width="800"]] 163 163 164 - Any action to be associated for segment targeting is defined in this tab.125 +\\ 165 165 166 - Daterangeisa mandatoryfield(bothstart andenddates)to add anyform ofaction.Youcan select anyform of actionfrom the dropdown. Onceyou providedetails, you cansavethechangesmade.127 +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. 167 167 168 - [[image:attach:image2021-10-25_16-59-19.png||height="250"]]129 +\\ 169 169 170 -= = ==131 +[[image:attach:action-manager.png||height="250"]] 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.133 +\\ 173 173 174 -=== 175 - === 135 +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. 176 176 177 - {{id name="CreateAdAction"/}}137 +\\ 178 178 179 -= == **ADD AN AD ACTION** ===139 +[[image:attach:define-action.png||height="250"]] 180 180 141 +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. 142 + 143 +=== **CREATE AN AD TARGET** === 144 + 181 181 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. 182 182 183 -In the screen below, you'll see the options for an Ad Target. The first t hreeoptions are Target Domain andTarget Content,Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.147 +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. 184 184 185 185 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. 186 186 ... ... @@ -192,35 +192,24 @@ 192 192 193 193 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. 194 194 195 - \\159 +[[image:attach:Define-banner-target.png||height="250"]] 196 196 197 - [[image:attach:image2021-10-25_17-16-33.png||height="250"]] 198 - 199 -\\ 200 - 201 201 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. 202 202 203 203 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 - 207 207 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. 208 208 209 209 NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 210 210 211 -=== 212 - === 169 +=== CREATE A POP-UP TARGET === 213 213 214 - {{idname="CreatePopupAction"/}}171 +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. 215 215 216 - ===ADD APOP-UPACTION===173 +Choose Pop-Up from the Action pull-down at the top. 217 217 218 - Youcanalso createapop-uptargetfor your segments.Anypop-upcreatedunderform-buildersection odONEcountcxanbeusedforpop-upaction forsegment.175 +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. 219 219 220 -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 - 224 224 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. 225 225 226 226 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. ... ... @@ -233,97 +233,146 @@ 233 233 234 234 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. 235 235 236 - \\189 +[[image:attach:pop-up-action.png||width="800"]] 237 237 238 - [[image:attach:image2021-10-25_17-54-54.png||height="250"]]191 +Next we determine the priority of this pop-up relative 239 239 240 240 \\ 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. 195 +(% style="margin-left: 30.0px;" %) 196 +===== A. Create Pop-Up ===== 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. 198 +(% style="margin-left: 30.0px;" %) 199 +~1. Click "New action". 200 +2. Give the action a name and description (optional). 201 +3. Click "Next". 202 +4. Complete the fields as shown below. 203 +5. Click "Next". 245 245 246 -Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up). 205 +(% style="margin-left: 30.0px;" %) 206 +[[image:attach:media_1442611132544.png||align="center"]] 247 247 248 -Review your Action details and finally click Save to save it. 208 +(% style="margin-left: 30.0px;" %) 209 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 249 249 250 250 (% style="margin-left: 30.0px;" %) 251 - ======212 +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.) 252 252 253 -{{id name="CreateRedirectAction"/}} 214 +(% style="margin-left: 30.0px;" %) 215 +Click "Next" to continue to Step 4 – Review and Save. 254 254 255 255 (% style="margin-left: 30.0px;" %) 256 -= == **ADD A REDIRECT ACTION** ===218 +[[image:attach:media_1443034475680.png||align="center"]] 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. 220 +(% style="margin-left: 30.0px;" %) 221 +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. 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. 223 +(% style="margin-left: 30.0px;" %) 224 +[[image:attach:media_1443033012905.png||align="center"]] 261 261 262 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 226 +(% style="margin-left: 30.0px;" %) 227 +Note that the display opt-out will appear only if checked when creating the pop-up action. 263 263 264 -\\ 229 +(% style="margin-left: 30.0px;" %) 230 +===== B. Create Redirect ===== 265 265 266 - [[image:attach:image2021-10-25_18-2-56.png||height="250"]] 232 +(% style="margin-left: 60.0px;" %) 233 +~1. Click "New action". 234 +2. Give the action a name and description (optional). 235 +3. Click "Next". 236 +4. Complete the fields as shown below. 237 +5. Click "Next". 267 267 268 -\\ 239 +(% style="margin-left: 60.0px;" %) 240 +[[image:attach:media_1442947217827.png||align="center"]] 269 269 270 -(% style="margin-left: 30.0px;" %)271 - ======242 +(% style="margin-left: 60.0px;" %) 243 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 272 272 273 -{{id name="CreateEmailAction"/}} 245 +(% style="margin-left: 60.0px;" %) 246 +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.) 274 274 248 +(% style="margin-left: 60.0px;" %) 249 +Click "Next" to continue to Step 4 – Review and Save. 250 + 251 +(% style="margin-left: 60.0px;" %) 252 +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. 253 + 275 275 (% style="margin-left: 30.0px;" %) 276 -=== ADDEMAILACTION===255 +===== C. Create Ad Target ===== 277 277 278 278 (% style="margin-left: 30.0px;" %) 279 - To send a transactionale-mailtoa user,chooseEmailfromtheActionTypepull-down.258 +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. 280 280 281 281 (% style="margin-left: 30.0px;" %) 282 -\\ 261 +~1. Click "New action". 262 +2. Give the action a name and description (optional). 263 +3. Click "Next". 264 +4. Complete the fields as shown below. 265 +5. Click "Next". 283 283 284 284 (% style="margin-left: 30.0px;" %) 285 -[[image:attach: image2021-10-25_18-6-13.png||height="250"]]268 +[[image:attach:media_1446742365693.png||align="center"]] 286 286 287 287 (% style="margin-left: 30.0px;" %) 288 - \\271 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 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. 273 +(% style="margin-left: 30.0px;" %) 274 +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 -\\ 276 +(% style="margin-left: 30.0px;" %) 277 +Click "Next" to continue to Step 4 – Review and Save. 293 293 294 -If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page. 279 +(% style="margin-left: 30.0px;" %) 280 +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. 295 295 296 -\\ 282 +* 283 +** 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. 297 297 298 -= =299 - =285 +(% style="margin-left: 30.0px;" %) 286 +[[image:attach:media_1443036194948.png||align="center"]] 300 300 301 -{{id name="CreateTarget"/}} 288 +(% style="margin-left: 30.0px;" %) 289 +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. 302 302 303 -\\ 291 +(% style="margin-left: 30.0px;" %) 292 +===== D. Create Email ===== 304 304 305 -\\ 294 +(% style="margin-left: 30.0px;" %) 295 +~1. Click "New action". 296 +2. Give the action a name and description (optional). 297 +3. Click "Next". 298 +4. Complete the fields as shown below. 299 +5. Click "Next". 306 306 307 -\\ 301 +(% style="margin-left: 30.0px;" %) 302 +[[image:attach:media_1442946953775.png||align="center"]] 308 308 309 -\\ 304 +(% style="margin-left: 30.0px;" %) 305 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 310 310 311 -\\ 307 +(% style="margin-left: 30.0px;" %) 308 +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.) 312 312 313 -\\ 310 +(% style="margin-left: 30.0px;" %) 311 +Click "Next" to continue to Step 4 – Review and Save. 314 314 315 -\\ 313 +(% style="margin-left: 30.0px;" %) 314 +[[image:attach:media_1443035194695.png||align="center"]] 316 316 317 -\\ 316 +(% style="margin-left: 30.0px;" %) 317 +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. 318 318 319 - \\319 +==== Step 4 – Review and Save ==== 320 320 321 - \\321 +[[image:attach:media_1446742842763.png||align="center"]] 322 322 323 - \\323 +Review all of the information for your persona, and click "Save Persona" to save. 324 324 325 +If you wish to make changes, click the "Back" button to move backward through the steps. 325 325 326 326 328 + 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}} 425 + 426 +\\ 427 + 428 +\\
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 54198380/SegmentManager1 +https://info.onecount.net//wiki/spaces/OD/pages/23331690/Utilities - Target Engine