Changes for page Segment Manager

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

From 11.1 to 10.1 From 18.1 to 17.1

From version 17.1

edited by prachiti
on 2021/10/25 21:17

Change comment: There is no comment for this version

To version 11.1

edited by Admin
on 2020/01/05 19:38

Change comment: There is no comment for this version

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Title

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

Author

@@ -1,1 +1,1 @@
--XWiki.prachiti
++XWiki.Admin

Content

@@ -4,11 +4,11 @@
  {{id name="Start ScreenSteps Content"/}}
--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.
++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.
  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.
--The following lesson will provide details on how to use the **Segment Manager**.
++The following lesson will provide details on how to use the **Segment Manager**, **Action Manager**, and **Target Engine**.
  === Please Note: ===
@@ -18,105 +18,49 @@
  Also note that both users who fit the criteria for the defined segment as of the effective start date of an action and users who meet the criteria at any time during the effective date range will be targeted.
--===  ===
++=== CREATING A NEW SEGMENT ===
--{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :**
++From the Segment Manager menu, select Segment Manager:**
  **
--                                                           [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]]
++[[image:attach:segment manager menu.png||width="800"]]
  \\
--Under "User Defined Segments" tab, you will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
++You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
--[[image:attach:image2021-10-25_15-11-53.png||height="250"]]
++[[image:attach:manage segments.png||height="250"]]
  \\
--You'll be taken to a screen allowing you to define a new segment.
++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.
--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.
++[[image:attach:segment-definion.png||height="250"]]
--Demographics, IP Address, Behavior tabs allow us to define the segment rules.
--
--**1. Definition Tab:**
--
--Define your segment by giving it a name and a brief description.
--
--Title is a mandatory field. It should not be blank. Without providing title, you cannot navigate to other tabs.
--
--Description is an optional field and can have any types of values.
--
--[[image:attach:image2021-10-25_15-42-47.png||height="250"]]
--
  \\
-- 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.
++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.
--\\
++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.
--**2. Demographics Tab:**
++=== CREATE A DEMOGRAPHIC SEGMENT ===
--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.
++of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment. Or choose Account to define an account-based segment.
--[[image:attach:image2021-10-25_15-51-28.png||height="250"]]
++[[image:attach:segment-demos.png||height="250"]]
--===  ===
++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.
--{{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.
--
--[[image:attach:image2021-10-25_15-55-34.png||height="250"]]
--
--\\
--
--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.
--
  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.
  In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
--If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
++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.
  \\
--**3. IP Address Tab:**
++[[image:attach:segment-content.png||height="250"]]
--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.
--
--===  ===
--
--{{id name="CreateAccountSegment"/}}
--
--(% style="margin-left: 30.0px;" %)
--=== CREATE AN IP Address-BASED SEGMENT ===
--
--(% style="margin-left: 30.0px;" %)
--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.
--
-- [[image:attach:image2021-10-25_16-57-14.png||height="250"]]
--
--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.
--
--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...
--
--Note that in IP Address based segmenting you can enter multiple IP addresses and user agents in each field.
--
--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.
--
--If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
--
--\\
--
--4. **Behavior Tab:**
--
--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.
--
--\\
--
--[[image:attach:image2021-10-25_16-35-1.png||height="250"]]
--
--\\
--
  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.
  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 @@
  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.
--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.
++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.
  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).
@@ -137,7 +137,7 @@
  **Form**: Users are selected based on the ONEcount form they have engaged with. The sub-category for Form is Completed. Target is the name of the form.
--**Package Transaction**: Users are selected based on the ONEcount package transaction they have executed. The sub-categories for Package Transaction are Subscribed/Purchased, Currently Subscribed, Not Subscribed, Expired, Will Expire, Unsubscribed. The Target is the name of the package. The selected date range will query on Request Date (Not Transaction Date).
++**Package Transaction**: Users are selected based on the ONEcount package transaction they have executed. The sub-categories for Package Transaction are Subscribed/Purchased, Currently Subscribed, Not Subscribed, Expired, Will Expire, Unsubscribed. The Target is the name of the package.
  **Package Status**: Users are selected based on the status of a package they have purchased or subscribed to. Best when used with a Package Transaction criteria. The sub-categories for Package Status are any of the package Statuses that you've defined in the Package Status section under the Inventory menu in ONEcount. There are no targets for this option.
@@ -145,42 +145,62 @@
  **Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed. The target is a URL or URL fragment.
--**Product Transaction**: Users are selected based on products that they have purchased. The sub-categories are Subscribed/Purchased, Currently Subscribed, Not Subscribed and Unsubscribed. The target is the product name. The selected date range will query on Request Date (Not Transaction Date).
++**Product Transaction**: Users are selected based on products that they have purchased. The sub-categories are Subscribed/Purchased, Currently Subscribed, Not Subscribed and Unsubscribed. The target is the product name.
  **Product Attribute**: Users are selected based on specific attributes of the products they have purchased. The sub-categories are the attributes (ie., category, type, state, etc.) The target is the value of that attribute (ie., blue, edible, New York, etc.) If the sub-category is a multiple-choice list, then your target must be the name of one of those elements of the list. If the sub-category is a free text field, you can enter any value in the target box.
--**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.
++Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.**
--**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.
++\\
--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.**
++(% style="margin-left: 30.0px;" %)
++=== CREATE AN ACCOUNT-BASED SEGMENT ===
--**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.**
++(% style="margin-left: 30.0px;" %)
++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.
++(% style="margin-left: 30.0px;" %)
++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.
++
++(% style="margin-left: 30.0px;" %)
++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...
++
++(% style="margin-left: 30.0px;" %)
++Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field.
++
++To create a segment of ALL users, both known and unknown, enter the IP address 1.0.0.0/1. This will include all possible IP addresses and, by extension, all users who visit your site.
++
++== **CREATE AN ACTION** ==
++
++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
++
  \\
--**5. Action tab: **
++[[image:attach:Action-manager menu.png||width="800"]]
--Any action to be associated for segment targeting is defined in this tab.
++\\
--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.
++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.
--   [[image:attach:image2021-10-25_16-59-19.png||height="250"]]
++\\
--==  ==
++[[image:attach:action-manager.png||height="250"]]
--{{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.
++\\
--===
-- ===
++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.
--{{id name="CreateAdAction"/}}
++\\
--=== **ADD AN AD ACTION** ===
++[[image:attach:define-action.png||height="250"]]
++On the next screen, from the Action pull-down, choose the type of action you would like. Again, you have four choices: Ad Target (through Google Ad Manager or DFP), Pop-UP, Transactional Email, or Redirect.
++
++=== **CREATE AN AD TARGET** ===
++
  Here, we are defining an Ad Target. This will allow ONEcount to tell Google Ad Manager (DFP) what ad to target when a specific user is on your web site. The specific users will be defined in the Segment that you link to this target.
--In the screen below, you'll see the options for an Ad Target. The first 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.
++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.
  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.
@@ -192,12 +192,8 @@
  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.
--\\
++[[image:attach:Define-banner-target.png||height="250"]]
--   [[image:attach:image2021-10-25_17-16-33.png||height="250"]]
--
--\\
--
  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.
  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.
@@ -208,19 +208,14 @@
  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
--===
-- ===
++=== CREATE A POP-UP TARGET ===
--{{id name="CreatePopupAction"/}}
++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.
--=== ADD A POP-UP ACTION ===
++Choose Pop-Up from the Action pull-down at the top.
--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.
++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.
--Choose Pop-Up from the Action Type pull-down.
--
--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.
--
  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.
  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.
@@ -233,29 +233,36 @@
  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.
--\\
++[[image:attach:pop-up-action.png||width="800"]]
--                 [[image:attach:image2021-10-25_17-54-54.png||height="250"]]
--
--\\
--
  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.
  Frequency allows you determine how frequently this pop-up will appear to this user. Options include once, always (on every page load), daily (once per day), weekly, bi-weekly, monthly, or annually.
--Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up).
++Last, define the pop-up.
--Review your Action details and finally click Save to save it.
++ONEcount includes a simple pop-up builder that allows you to build a pop-up with buttons that link out to other actions like forms, web pages, etc.
++Simply add the header or title for your pop-up, and then the text you want to appear in the box. Check the Display Opt out box if you want the pop-up to include an option to prevent future pop-ups. Choose how many action buttons you would like on the pop-up, and define the button text and the link that the user is sent to when they click on the button.
++
++If you have pop-up code that your web team has built, you can click on the Custom HTML tab and paste your code in the box.
++
++[[image:attach:custom-popup-box.png||width="800"]]
++
++Click Next to review your Action definition, and finally Save to save it.
++
++This is an example of ONEcount's built-in pop-ups:
++
  (% style="margin-left: 30.0px;" %)
--===  ===
++[[image:attach:media_1443033012905.png||align="center"]]
--{{id name="CreateRedirectAction"/}}
++(% style="margin-left: 30.0px;" %)
++Note that the display opt-out will appear only if checked when creating the pop-up action.
  (% style="margin-left: 30.0px;" %)
--=== **ADD A REDIRECT ACTION** ===
++=== **CREATE A REDIRECT ACTION** ===
--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.
++Choose redirect from the list of Actions. The redirect action is very similar to the Pop-Up action, except that instead of displaying a pop-up message, ONEcount will redirect the user to a URL of your choosing.
  One use case for this might be users who have a subscription that is running out; you could create a segment of users whose subscription expires in the next 10 days, and target that segment with an Action that redirects them to your subscription form when they first come to your site.
@@ -263,67 +263,61 @@
  \\
--   [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
++(% style="margin-left: 60.0px;" %)
++[[image:attach:media_1442947217827.png||align="center"]]
--\\
++(% style="margin-left: 60.0px;" %)
++Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
--(% style="margin-left: 30.0px;" %)
--===  ===
++(% style="margin-left: 60.0px;" %)
++Upon clicking "Save", you'll be returned to the "Define action to take" window where you'll see the name of the saved action in the action field. (See below.)
--{{id name="CreateEmailAction"/}}
++(% style="margin-left: 60.0px;" %)
++Click "Next" to continue to Step 4 – Review and Save.
++(% style="margin-left: 60.0px;" %)
++When a redirect is in effect, the redirect will occur for the specified target segment in the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
++
  (% style="margin-left: 30.0px;" %)
--=== ADD EMAIL ACTION ===
++Click "Next" to continue to Step 4 – Review and Save.
  (% style="margin-left: 30.0px;" %)
--To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
++When an ad target is in effect, only those ads specified by Key and Value will display for the specified target segment on the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
  (% style="margin-left: 30.0px;" %)
--\\
++=== CREATE E-MAIL ACTION ===
  (% style="margin-left: 30.0px;" %)
--[[image:attach:image2021-10-25_18-6-13.png||height="250"]]
++To send a transactional e-mail to a user, choose Email from the Action pull-down.
  (% style="margin-left: 30.0px;" %)
--\\
++[[image:attach:media_1442946953775.png||align="center"]]
--           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.
++(% style="margin-left: 30.0px;" %)
++Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
--\\
++(% style="margin-left: 30.0px;" %)
++Upon clicking "Save", you'll be returned to the "Define action to take" window where you'll see the name of the saved action in the action field. (See below.)
--If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
++(% style="margin-left: 30.0px;" %)
++Click "Next" to continue to Step 4 – Review and Save.
--\\
++(% style="margin-left: 30.0px;" %)
++[[image:attach:media_1443035194695.png||align="center"]]
--==
-- ==
++(% style="margin-left: 30.0px;" %)
++When an email action is in effect, the email will be sent to the specified target segment on the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action.
--{{id name="CreateTarget"/}}
++==== Step 4 – Review and Save ====
--\\
++[[image:attach:media_1446742842763.png||align="center"]]
--\\
++Review all of the information for your persona, and click "Save Persona" to save.
--\\
++If you wish to make changes, click the "Back" button to move backward through the steps.
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  {{id name="End ScreenSteps Content"/}}
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Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--54198380
++23331698

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/54198380/Segment Manager
++https://info.onecount.net//wiki/spaces/OD/pages/23331698/Utilities - Target Engine