Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 18.1
edited by prachiti
on 2021/10/25 21:26
Change comment: There is no comment for this version
To version 24.1
edited by Admin
on 2022/03/31 15:07
Change comment: There is no comment for this version

Summary

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Author
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1 -XWiki.prachiti
1 +XWiki.Admin
Content
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43 43  
44 44  Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
45 45  
46 -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.
46 +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. The panels are cumulative, meaning that in order for a user to be included in a segment, the rules on the Demographics, IP Address, and Behavior tabs must all match that user.
47 47  
48 48  Demographics, IP Address, Behavior tabs allow us to define the segment rules.
49 49  
... ... @@ -55,17 +55,21 @@
55 55  
56 56  Description is an optional field and can have any types of values.
57 57  
58 -[[image:attach:image2021-10-25_15-42-47.png||width="794"]]
58 +[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]]
59 59  
60 60  \\
61 61  
62 - 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.
62 + 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.
63 63  
64 +Give your segment a descriptive name. You can also add a brief description to the segment with more details.
65 +
66 +On this panel you will see an option to include only unknown users in this segment. Many of the segment selection criteria can apply to both unknown (ie., unidentified) and known (identified) users. By changing this option to "Yes," you are telling ONEcount to only select users who are unknown for this segment. (See Segment Impact Matrix below).
67 +
64 64  \\
65 65  
66 66  **2. Demographics Tab:**
67 67  
68 -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.
72 +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.
69 69  
70 70  [[image:attach:image2021-10-25_15-51-28.png||width="794"]]
71 71  
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85 85  
86 86  If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
87 87  
92 +**~*~*NOTE: **E-mail is a special demographic field. Since demographic fields are part of a user's profile, a user who is unknown would not have any demographic information in the database. Therefore, when you select a demographic field as part of a segment definition, you are normally telling ONEcount you want known users included in this segment. ONEcount handles e-mail slightly differently. If you specify all users who have no e-mail address (ie., select e-mail but leave the Search Text box blank), ONEcount will automatically include unknown users in this segment. This is because a user who is unknown has no e-mail address. For further details, please see the Segment Impact Matrix below.
93 +
88 88  \\
89 89  
90 90  **3. IP Address Tab:**
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119 119  
120 120  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.
121 121  
128 +(((
122 122  \\
130 +)))
123 123  
132 +=== ===
133 +
134 +{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT\\
135 +
124 124  [[image:attach:image2021-10-25_16-35-1.png||width="794"]]
125 125  
126 126  \\
... ... @@ -165,8 +165,196 @@
165 165  
166 166  **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.**
167 167  
180 +ONEcount uses specific logic for demographic and behavioral-based criteria. If you select any demographic field as part of your segment (other than e-mail, which is a special case), ONEcount will only select known users has part of the segment. This is because an unknown user has not been matched to a profile, and therefore ONEcount has no way of knowing the user's response to that demographic question. Put another way, if you include State is Alabama in your segment criteria, ONEcount will exclude all unknown users because there is no way for ONEcount to know the state of an unknown user.
181 +
182 +The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
183 +
184 +(% class="wrapped" %)
185 +|(((
186 +**DEMOS**
187 +)))|(((
188 +**VALUE**
189 +)))|(((
190 +**Selects (KNOWN/UNKNOWN/BOTH)**
191 +)))
192 +|(((
193 +Any demo
194 +)))|(((
195 +ANY VALUE
196 +)))|(((
197 +KNOWN
198 +)))
199 +|(((
200 +E-mail DEMO
201 +)))|(((
202 +IS BLANK
203 +)))|(((
204 +BOTH
205 +)))
206 +|(((
168 168  \\
208 +)))|(((
209 +IS NOT BLANK
210 +)))|(((
211 +KNOWN
212 +)))
213 +|(% colspan="1" %)(% colspan="1" %)
214 +(((
215 +\\
216 +)))|(% colspan="1" %)(% colspan="1" %)
217 +(((
218 +\\
219 +)))|(% colspan="1" %)(% colspan="1" %)
220 +(((
221 +\\
222 +)))
223 +|(((
224 +**BEHAVIOR**
225 +)))|(((
226 +**VALUE**
227 +)))|(((
228 +**Selects (KNOWN/UNKNOWN/BOTH)**
229 +)))
230 +|(((
231 +Banner
232 +)))|(((
233 +Clicked/Viewed
234 +)))|(((
235 +BOTH
236 +)))
237 +|(((
238 +Content
239 +)))|(((
240 +Viewed
241 +)))|(((
242 +BOTH
243 +)))
244 +|(((
245 +EMAIL
246 +)))|(((
247 +Opened
248 +)))|(((
249 +KNOWN
250 +)))
251 +|(((
252 +\\
253 +)))|(((
254 +Clicked/Viewed
255 +)))|(((
256 +KNOWN
257 +)))
258 +|(((
259 +\\
260 +)))|(((
261 +Not clicked
262 +)))|(((
263 +KNOWN
264 +)))
265 +|(((
266 +Form
267 +)))|(((
268 +Completed
269 +)))|(((
270 +KNOWN
271 +)))
272 +|(((
273 +\\
274 +)))|(((
275 +Abandoned
276 +)))|(((
277 +BOTH
278 +)))
279 +|(((
280 +Package Status
281 +)))|(((
282 +\\
283 +)))|(((
284 +KNOWN
285 +)))
286 +|(((
287 +Package Transaction
288 +)))|(((
289 +\\
290 +)))|(((
291 +KNOWN
292 +)))
293 +|(((
294 +Quiz
295 +)))|(((
296 +Completed
297 +)))|(((
298 +BOTH
299 +)))
300 +|(((
301 +\\
302 +)))|(((
303 +Abandoned
304 +)))|(((
305 +BOTH
306 +)))
307 +|(((
308 +Source Code
309 +)))|(((
310 +Selected
311 +)))|(((
312 +KNOWN
313 +)))
314 +|(((
315 +Web
316 +)))|(((
317 +Viewed
318 +)))|(((
319 +BOTH
320 +)))
321 +|(((
322 +Product Transaction
323 +)))|(((
324 +Subscribed
325 +)))|(((
326 +KNOWN
327 +)))
328 +|(((
329 +\\
330 +)))|(((
331 +Currently Subscribed
332 +)))|(((
333 +KNOWN
334 +)))
335 +|(((
336 +\\
337 +)))|(((
338 +Not Subscribed
339 +)))|(((
340 +BOTH
341 +)))
342 +|(((
343 +\\
344 +)))|(((
345 +Unsubscribed
346 +)))|(((
347 +KNOWN
348 +)))
349 +|(((
350 +GEO
351 +)))|(((
352 +IS IN
353 +)))|(((
354 +BOTH
355 +)))
356 +|(((
357 +Engagement Metric
358 +)))|(((
359 +\\
360 +)))|(((
361 +KNOWN
362 +)))
169 169  
364 +\\
365 +
366 +**~*~*NOTE: **Selecting "Only Unknown" on the first panel of the segment will cause any of the above options to be limited to unknowns. For example, e-mail is blank would return only unknowns, viewing a web page would be only unknowns, etc.
367 +
368 +\\
369 +
170 170  **5. Action tab: **
171 171  
172 172  Any action to be associated for segment targeting is defined in this tab.
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255 255  
256 256  Review your Action details and finally click Save to save it.
257 257  
458 +\\
459 +
258 258  (% style="margin-left: 30.0px;" %)
461 +=== **ADD A SOCIAL TARGET ACTION** ===
462 +
463 +In order to target your users on social networks, ONEcount will need to log into the social network and create a segment containing the users you want to target. Once that segment is created, ONEcount will automatically populate the segment in the social platform as users qualify for that segment in ONEcount.
464 +
465 +To do this, ONEcount needs API access to your social account. This account should be the one you run your social ad campaigns through. You will need to provide the credentials for these accounts to the ONEcount team to configure your installation. Just open a ticket with our Help Desk and include the credentials and platform you would like to be connected to, and we''ll take care of it.
466 +
467 +**To advertise on Google**: Your account will need to meet the criteria mentioned in below link. We need API access that meets this criteria. If your account does not meet these criteria, we can send a file containing the hashed e-mails of users who fit into the segmnt, so that you can load the data into Google's Customer Match tool manually.
468 +
469 +[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]]
470 +
471 +**To advertise on LinkedIn**: Your account will need API access that has “Marketing Developer Platform” access. If your account does not have this capability, we can send a file containing the hashed e-mails of users who fit into the segment, so that you can load the data into LinkedIn's Matched Audience too manually. You can follow steps in below link to get “Marketing Developer Platform” access.
472 +
473 +[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
474 +
475 +\\
476 +
477 +Choose Social Target from the list of Type of Action.  You can select multiple social platforms in a single action as shown in below screenshot.  Enter URL of target in Target URL field; this is the URL you want users to go to when they click on the ad in the social platform. ONEcount will generate a unique URL for each social platform.
478 +
479 +The URLs ONEcount generates will be the ones you place in the banner system on the social platform. When the user clicks on the URL, they will be sent to the URL you entered in this box, with two important advantages: 1) ONEcount will record the click and capture it for your analysis, and 2) if the user is known to ONEcount, the analytics will show the identity of the user who clicked–even if the link you enter here is not on your web site.
480 +
481 +[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
482 +
483 +\\
484 +
485 +To get the URLs for pasting into the social system, go to your Segment List and expand the segment. The URLs will be shown. Simply click on the clip-board to the right and the URL will be copied to your browser's clipboard.
486 +
487 +\\
488 +
489 +[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
490 +
491 +\\
492 +
493 +(% style="margin-left: 30.0px;" %)
259 259  === ===
260 260  
261 261  {{id name="CreateRedirectAction"/}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -54198391
1 +77496620
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/54198391/Segment Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496620/Segment Manager