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 29.1
edited by rijo
on 2022/12/15 10:44
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.prachiti
1 +XWiki.rijo
Content
... ... @@ -37,13 +37,76 @@
37 37  
38 38  \\
39 39  
40 -[[image:attach:image2021-10-25_18-23-50.png||width="794"]]
40 +[[image:attach:SegmentTableCharts2.png||width="794"]]
41 41  
42 +The list of segments created contains three columns.  The first column is Segment ID, the second shows Segment Name, and the third is a collection of icons with the following features:
43 +
44 +(% class="wrapped" %)
45 +|=(((
46 +Image
47 +)))|=(((
48 +Icon
49 +)))|=(((
50 +Feature description
51 +)))
52 +|(((
53 +pencil
54 +)))|(((
55 +(% class="content-wrapper" %)
56 +(((
57 +[[image:attach:pencil edit.png||thumbnail="true" width="40"]]
58 +)))
59 +)))|(((
60 +is for editing segment
61 +)))
62 +|(((
63 +trash can
64 +)))|(((
65 +(% class="content-wrapper" %)
66 +(((
67 +[[image:attach:trashcan delete.png||thumbnail="true" width="40"]]
68 +)))
69 +)))|(((
70 +is for deleting segment
71 +)))
72 +|(((
73 +add user
74 +)))|(((
75 +(% class="content-wrapper" %)
76 +(((
77 +[[image:attach:adduserSegment.png||thumbnail="true" width="40"]]
78 +)))
79 +)))|(((
80 +adds user to the segment
81 +)))
82 +|(((
83 +down-triangle
84 +)))|(((
85 +(% class="content-wrapper" %)
86 +(((
87 +[[image:attach:display data.png||thumbnail="true" width="40"]]
88 +)))
89 +)))|(((
90 +displays data related to the segment such as Effective Date, Action, segment size.  It also shows a table with Knowns, Unknowns and Total users as recorded as of the 'Effective Date.'  At the bottom right is a bar graph with data for the last 7 days for Knowns and Unknowns.
91 +)))
92 +
42 42  \\
43 43  
95 +If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
96 +
97 +[[image:attach:SegmentUserAddedMsg.png||width="538"]]
98 +
99 +\\
100 +
101 +Below is an example of data displayed by clicking the 'down-triangle' button.  This button changes to 'up-triangle' after expansion.  On clicking this 'up-triangle' button, the display collapses.
102 +
103 +[[image:attach:SegmentTableChartsDoc.png||width="794"]]
104 +
105 +\\
106 +
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.
109 +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"]]
121 +[[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.
125 + 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  
127 +Give your segment a descriptive name. You can also add a brief description to the segment with more details.
128 +
129 +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).
130 +
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.
135 +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  
... ... @@ -85,6 +85,8 @@
85 85  
86 86  If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
87 87  
155 +**~*~*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.
156 +
88 88  \\
89 89  
90 90  **3. IP Address Tab:**
... ... @@ -119,8 +119,14 @@
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  
191 +(((
122 122  \\
193 +)))
123 123  
195 +=== ===
196 +
197 +{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT\\
198 +
124 124  [[image:attach:image2021-10-25_16-35-1.png||width="794"]]
125 125  
126 126  \\
... ... @@ -131,8 +131,10 @@
131 131  
132 132  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.
133 133  
134 -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.
209 +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.
135 135  
211 +**Date Range**: If 'Past,' the maximum allowed range is 3 months.  If 'Custom,' you can specify a start and end date.  If 'Future' option, allows to set a date range into the future (Currently, only the 'Package Transaction' Category has 'Future' option).  By not entering a value (or simply 0), the segment cannot be processed for that event.
212 +
136 136  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).
137 137  
138 138  There is a wide range of behavioral criteria that can be used for behavioral segments:
... ... @@ -157,16 +157,200 @@
157 157  
158 158  **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.
159 159  
160 -**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.
161 -
162 162  **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. 
163 163  
239 +**Referrer**: You can specify URL(s) that serve as a starting point, for an action to be triggered on the target domain (specified in the 'Action' tab). Multiple URLs can be entered in the URL field.  The URL is a web address - either its domain (www.Domain.com) or subdomain (.com).  The 'Action' field has two choices and is used to indicate if the URL values are to be considered as given (you choose 'IS'), or contains a part of it (you choose 'CONTAINS'). The Referrer URL can essentially be used to execute actions defined in the 'Action' tab.  This helps in targeting users specified by the Referrer.  For instance, if you put in '.com' in the URL field, and the target header (Action tab) had 'www.testMe.com' with 'Popup' as the Action Type, what happens is that if the user is currently visiting a webpage that contains '.com' in its URL, then clicks a link that takes them to 'www.Domain.com/testMe.html' the specified popup will show on the Target Domain. 
240 +
164 164  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.**
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  
245 +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.
246 +
247 +The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
248 +
249 +(% class="wrapped" %)
250 +|(((
251 +**DEMOS**
252 +)))|(((
253 +**VALUE**
254 +)))|(((
255 +**Selects (KNOWN/UNKNOWN/BOTH)**
256 +)))
257 +|(((
258 +Any demo
259 +)))|(((
260 +ANY VALUE
261 +)))|(((
262 +KNOWN
263 +)))
264 +|(((
265 +E-mail DEMO
266 +)))|(((
267 +IS BLANK
268 +)))|(((
269 +BOTH
270 +)))
271 +|(((
168 168  \\
273 +)))|(((
274 +IS NOT BLANK
275 +)))|(((
276 +KNOWN
277 +)))
278 +|(% colspan="1" %)(% colspan="1" %)
279 +(((
280 +\\
281 +)))|(% colspan="1" %)(% colspan="1" %)
282 +(((
283 +\\
284 +)))|(% colspan="1" %)(% colspan="1" %)
285 +(((
286 +\\
287 +)))
288 +|(((
289 +**BEHAVIOR**
290 +)))|(((
291 +**VALUE**
292 +)))|(((
293 +**Selects (KNOWN/UNKNOWN/BOTH)**
294 +)))
295 +|(((
296 +Banner
297 +)))|(((
298 +Clicked/Viewed
299 +)))|(((
300 +BOTH
301 +)))
302 +|(((
303 +Content
304 +)))|(((
305 +Viewed
306 +)))|(((
307 +BOTH
308 +)))
309 +|(((
310 +EMAIL
311 +)))|(((
312 +Opened
313 +)))|(((
314 +KNOWN
315 +)))
316 +|(((
317 +\\
318 +)))|(((
319 +Clicked/Viewed
320 +)))|(((
321 +KNOWN
322 +)))
323 +|(((
324 +\\
325 +)))|(((
326 +Not clicked
327 +)))|(((
328 +KNOWN
329 +)))
330 +|(((
331 +Form
332 +)))|(((
333 +Completed
334 +)))|(((
335 +KNOWN
336 +)))
337 +|(((
338 +\\
339 +)))|(((
340 +Abandoned
341 +)))|(((
342 +BOTH
343 +)))
344 +|(((
345 +Package Status
346 +)))|(((
347 +\\
348 +)))|(((
349 +KNOWN
350 +)))
351 +|(((
352 +Package Transaction
353 +)))|(((
354 +\\
355 +)))|(((
356 +KNOWN
357 +)))
358 +|(((
359 +Source Code
360 +)))|(((
361 +Selected
362 +)))|(((
363 +KNOWN
364 +)))
365 +|(((
366 +Web
367 +)))|(((
368 +Viewed
369 +)))|(((
370 +BOTH
371 +)))
372 +|(((
373 +Product Transaction
374 +)))|(((
375 +Subscribed
376 +)))|(((
377 +KNOWN
378 +)))
379 +|(((
380 +\\
381 +)))|(((
382 +Currently Subscribed
383 +)))|(((
384 +KNOWN
385 +)))
386 +|(((
387 +\\
388 +)))|(((
389 +Not Subscribed
390 +)))|(((
391 +BOTH
392 +)))
393 +|(((
394 +\\
395 +)))|(((
396 +Unsubscribed
397 +)))|(((
398 +KNOWN
399 +)))
400 +|(((
401 +GEO
402 +)))|(((
403 +IS IN
404 +)))|(((
405 +BOTH
406 +)))
407 +|(((
408 +Engagement Metric
409 +)))|(((
410 +\\
411 +)))|(((
412 +KNOWN
413 +)))
414 +|(% colspan="1" %)(% colspan="1" %)
415 +(((
416 +Referrer
417 +)))|(% colspan="1" %)(% colspan="1" %)
418 +(((
419 +IS/CONTAINS
420 +)))|(% colspan="1" %)(% colspan="1" %)
421 +(((
422 +BOTH
423 +)))
169 169  
425 +\\
426 +
427 +**~*~*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.
428 +
429 +\\
430 +
170 170  **5. Action tab: **
171 171  
172 172  Any action to be associated for segment targeting is defined in this tab.
... ... @@ -179,6 +179,8 @@
179 179  
180 180  {{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.
181 181  
443 +Please Note: the 'Referrer' Category from the Behavior tab can be used to execute the 'Action Type' defined here.  Please read about this Category in the 'Create a Behavior-based Segment' section.
444 +
182 182  ===
183 183   ===
184 184  
... ... @@ -255,7 +255,42 @@
255 255  
256 256  Review your Action details and finally click Save to save it.
257 257  
521 +\\
522 +
258 258  (% style="margin-left: 30.0px;" %)
524 +=== **ADD A SOCIAL TARGET ACTION** ===
525 +
526 +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.
527 +
528 +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.
529 +
530 +**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.
531 +
532 +[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]]
533 +
534 +**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.
535 +
536 +[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
537 +
538 +\\
539 +
540 +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.
541 +
542 +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.
543 +
544 +[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
545 +
546 +\\
547 +
548 +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.
549 +
550 +\\
551 +
552 +[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
553 +
554 +\\
555 +
556 +(% style="margin-left: 30.0px;" %)
259 259  === ===
260 260  
261 261  {{id name="CreateRedirectAction"/}}
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -54198391
1 +77496874
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/54198391/Segment Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496874/Segment Manager