Changes for page Segment Manager

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

From 19.1 to 20.1 From 24.1 to 25.1

From version 20.1

edited by Admin
on 2021/11/17 20:00

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

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- Confluence.Code.ConfluencePageClass[0]

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@@ -43,7 +43,7 @@
  Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
--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 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.
  Demographics, IP Address, Behavior tabs allow us to define the segment rules.
@@ -55,17 +55,21 @@
  Description is an optional field and can have any types of values.
--[[image:attach:image2021-10-25_15-42-47.png||width="794"]]
++[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]]
  \\
-- 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 "IP addresses-based Segment.", which can also be called as account based segment.
++Give your segment a descriptive name. You can also add a brief description to the segment with more details.
++
++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).
++
  \\
  **2. Demographics Tab:**
--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.
++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.
  [[image:attach:image2021-10-25_15-51-28.png||width="794"]]
@@ -85,6 +85,8 @@
  If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
++**~*~*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.
++
  \\
  **3. IP Address Tab:**
@@ -119,8 +119,14 @@
  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.
++(((
  \\
++)))
++===  ===
++
++{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT\\
++
  [[image:attach:image2021-10-25_16-35-1.png||width="794"]]
  \\
@@ -165,8 +165,196 @@
  **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.**
++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.
++
++The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
++
++(% class="wrapped" %)
++|(((
++**DEMOS**
++)))|(((
++**VALUE**
++)))|(((
++**Selects (KNOWN/UNKNOWN/BOTH)**
++)))
++|(((
++Any demo
++)))|(((
++ANY VALUE
++)))|(((
++KNOWN
++)))
++|(((
++E-mail DEMO
++)))|(((
++IS BLANK
++)))|(((
++BOTH
++)))
++|(((
  \\
++)))|(((
++IS NOT BLANK
++)))|(((
++KNOWN
++)))
++|(% colspan="1" %)(% colspan="1" %)
++(((
++\\
++)))|(% colspan="1" %)(% colspan="1" %)
++(((
++\\
++)))|(% colspan="1" %)(% colspan="1" %)
++(((
++\\
++)))
++|(((
++**BEHAVIOR**
++)))|(((
++**VALUE**
++)))|(((
++**Selects (KNOWN/UNKNOWN/BOTH)**
++)))
++|(((
++Banner
++)))|(((
++Clicked/Viewed
++)))|(((
++BOTH
++)))
++|(((
++Content
++)))|(((
++Viewed
++)))|(((
++BOTH
++)))
++|(((
++EMAIL
++)))|(((
++Opened
++)))|(((
++KNOWN
++)))
++|(((
++\\
++)))|(((
++Clicked/Viewed
++)))|(((
++KNOWN
++)))
++|(((
++\\
++)))|(((
++Not clicked
++)))|(((
++KNOWN
++)))
++|(((
++Form
++)))|(((
++Completed
++)))|(((
++KNOWN
++)))
++|(((
++\\
++)))|(((
++Abandoned
++)))|(((
++BOTH
++)))
++|(((
++Package Status
++)))|(((
++\\
++)))|(((
++KNOWN
++)))
++|(((
++Package Transaction
++)))|(((
++\\
++)))|(((
++KNOWN
++)))
++|(((
++Quiz
++)))|(((
++Completed
++)))|(((
++BOTH
++)))
++|(((
++\\
++)))|(((
++Abandoned
++)))|(((
++BOTH
++)))
++|(((
++Source Code
++)))|(((
++Selected
++)))|(((
++KNOWN
++)))
++|(((
++Web
++)))|(((
++Viewed
++)))|(((
++BOTH
++)))
++|(((
++Product Transaction
++)))|(((
++Subscribed
++)))|(((
++KNOWN
++)))
++|(((
++\\
++)))|(((
++Currently Subscribed
++)))|(((
++KNOWN
++)))
++|(((
++\\
++)))|(((
++Not Subscribed
++)))|(((
++BOTH
++)))
++|(((
++\\
++)))|(((
++Unsubscribed
++)))|(((
++KNOWN
++)))
++|(((
++GEO
++)))|(((
++IS IN
++)))|(((
++BOTH
++)))
++|(((
++Engagement Metric
++)))|(((
++\\
++)))|(((
++KNOWN
++)))
++\\
++
++**~*~*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.
++
++\\
++
  **5. Action tab: **
  Any action to be associated for segment targeting is defined in this tab.

Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--54198495
++77496620

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/54198495/Segment Manager
++https://info.onecount.net//wiki/spaces/OD/pages/77496620/Segment Manager