Changes for page Segment Manager
Last modified by Admin User on 2025/01/24 16:21
Summary
-
Page properties (3 modified, 0 added, 0 removed)
-
Objects (1 modified, 0 added, 0 removed)
Details
- Page properties
-
- Title
-
... ... @@ -1,1 +1,1 @@ 1 - SegmentManager1 +Utilities - Target Engine (v12.x) - Author
-
... ... @@ -1,1 +1,1 @@ 1 -XWiki. Admin1 +XWiki.melanie@one-count_com - Content
-
... ... @@ -1,14 +4,11 @@ 1 -{{layout}} 2 -{{layout-section ac:type="two_right_sidebar"}} 3 -{{layout-cell}} 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.4 + The Targeting Engine (v. 11.6 and later) / Persona Manager (pre v. 11.6) 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 - Youcan 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.6 +Version 11.6 and later have added functionality that allows you to 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 **SegmentManager**.8 +The following lesson will provide details on how to use the Targeting Engine / Persona Manager. 12 12 13 13 === Please Note: === 14 14 ... ... @@ -18,448 +18,207 @@ 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 -=== === 18 +=== OPENING THE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW === 22 22 23 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :** 24 -** 20 +=== Select UTILITIES from the main menu. === 25 25 26 - image2021-10-25_15-3-35.png||thumbnail="true"height="250"]]22 +[[image:attach:media_1436816640442.png||align="center"]] 27 27 28 - \\24 +=== Select TARGETING ENGINE from the sub-menu. === 29 29 30 - Under "User Defined Segments"tab, you will seeast of existingsegments.26 +[[image:attach:media_1436816664853.png||align="center"]] 31 31 32 - Eachsegment created,islistedhere andhaseditand deletefunctionality availablejustnext to.Theoverviewofthesegment(effective date, action, segmentsize,stats forknownandunknownusers) is availableon clickof arrowbutton next to each segment.28 +This will open the Targeting Automation & Personalization (TAP) window displaying a list of existing personas, if any, as shown below. 33 33 34 - \\30 +[[image:attach:media_1436816784643.png||align="center"]] 35 35 36 - [[image:attach:image2021-10-25_15-11-53.png||height="250"]]32 +Expanding the details of a persona will show you the target segment and actions for that persona. (See screenshot below.) 37 37 38 - \\34 +[[image:attach:media_1437059609834.png||align="center"]] 39 39 40 - [[image:attach:image2021-10-25_18-23-50.png||width="794"]]36 +Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below. 41 41 42 - \\38 +[[image:attach:media_1437064543783.png||align="center"]] 43 43 44 - Click"CreateSegment"intheupper right-hand corner. You'll be taken to a screen allowing you to define a new segment.40 +=== CREATE A NEW PERSONA === 45 45 46 - Thenew segment creation screen consists of total5 tabs – Definition, Demographics(previously namedas FirstParty), IP Address (previouslynamedas Accountbased), Behavior, Action.42 +=== Click "Create Persona" button === 47 47 48 - Demographics, IP Address, Behavior tabsallow us to definethe segmentrules.44 +[[image:attach:media_1437064785909.png||align="center"]] 49 49 50 - **1. DefinitionTab:**46 +This will open the Profile window, which is Step 1 in creating the persona. 51 51 52 - Defineyoursegment bygivingit aname and a briefdescription.48 +You move forward through the creation process by clicking "Next" at each step, and you can move back to the previous step by clicking "Back". 53 53 54 - Titleisamandatoryfield.It shouldnotbeblank.Withoutprovidingtitle,youcannotnavigatetoother tabs.50 +**Note that if you click the "Back" button, the step you were working on won't be saved. All steps are saved only at Step 4: Review and Save.** 55 55 56 - Descriptionisanoptionalfield and can haveany types of values.52 +=== Step 1 – Profile === 57 57 58 -[[image:attach: image2021-10-25_15-42-47.png||width="794"]]54 +[[image:attach:media_1437065487760.png||align="center"]] 59 59 60 - \\56 +Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button. 61 61 62 - A segmentis a group of people.Youcandefine 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-basedSegment.",which can also be called as account based segment.58 +=== Step 2 – Segment === 63 63 64 - \\60 +A "Segment" is a subgroup of your user universe that you wish to target with a specific action. 65 65 66 - **2.DemographicsTab:**62 +You can define a target segment by User – including Product, Demographics, Source Code, Newsletter, or Web filters – or by Account. 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. 64 +**Product** – Allows you to segment based on a product subscription status 65 + **Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria 66 + **Source Code** – Allows you to segment based on assigned or not assigned Source Code 67 + **Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter 68 + **Web** – Allows you to segment based on whether a user has or has not visited a specified section or page on your web site. Note that this behavior-based filter needs to be used in conjunction with any of the other identity-based filters listed above (Product, Demographics, Source Code, Newsletter). 69 69 70 - [[image:attach:image2021-10-25_15-51-28.png||width="794"]]70 +See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below. 71 71 72 - ======72 +You may select multiple filters and multiple options within filters. 73 73 74 - {{id name="CreateDemoSegment"/}}CREATEADEMOGRAPHICSEGMENTDefine demographic rules of your segment based on the demographic questionsyouhave built in your database. You can use any demographicquestion to define a segment.74 +=== A. Segment by User === 75 75 76 -[[image:attach: image2021-10-25_15-55-34.png||width="794"]]76 +[[image:attach:media_1437075145033.png||align="center"]] 77 77 78 - \\78 +The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option. 79 79 80 - If you choose a demographicquestionthat has a multiplechoiceresponse,simplyclickinthe searchtextboxandstarttypingoneofthesponses. ONEcountshould pre-populatethe boxwiththeresponse. Multipleresponsescan be definedforasinglequestion.80 +Notice the "AND" / "OR" logic that can be used to join different filters for the segment. Multiple selections //within// a filter use "OR" logic. 81 81 82 -To add multipledemographic questionsto a segment,simplyclick the Addbutton on theright-handside andONEcountwill allow youo add another demographic question.82 +**To add additional criteria to a segment, click the "And" or "Or" button.** 83 83 84 -In th isway,youcancreateademographicsegmentof userswhoarePediatricians wholive in Arizona, for example.84 +In the example above, the targeted segment is all users who: 85 85 86 - Ifyouarecreatingpurelyademographic segment,hit"Save"andONEcountwillsave yoursegment.86 +A. are NOT ("Without") new //OR// renewal subscribers, with a product status of Qualified Print //OR// Qualified Digital //OR// Non-Qualified Digital, to the Magazine //OR// Digital Edition product; 87 87 88 -\\ 88 +**AND** 89 + B. have ('With") opened the "...ain Today" newsletter; 90 + **OR** 91 + C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics". 89 89 90 -** 3.IPAddressTab:**93 +**That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected. 91 91 92 - TheIPaddress-based segmentcanbe created and targeted byprovidingtheintended IP addresses here. There is no limit on number of IP addresses that can be added here.95 +=== B. Segment by Account === 93 93 94 -= == ===97 +[[image:attach:media_1437079883697.png||align="center"]] 95 95 96 - {{idname="CreateAccountSegment"/}}99 +Version 11.6 and later have added functionality that allows you to 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. 97 97 98 -(% style="margin-left: 30.0px;" %) 99 -=== CREATE AN IP Address-BASED SEGMENT === 100 - 101 -(% style="margin-left: 30.0px;" %) 102 -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. 103 - 104 - [[image:attach:image2021-10-25_16-57-14.png||width="794"]] 105 - 106 106 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. 107 107 108 108 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... 109 109 110 -Note that inIPAddressbased segmenting you can enter multiple IP addresses and user agents in each field.105 +Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field. 111 111 112 -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. 107 +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. 113 113 114 - Ifyou are creating purelyaIPAddress based segment, hit "Save" and ONEcountwill save your segment.109 +=== Step 3 – Action === 115 115 116 - \\111 +"Action" is where you define the action to be taken for the identified segment, e.g. a website pop-up or ad targeting. 117 117 118 - 4. **Behavior Tab:**113 +Types of Actions include: Pop-Up, Redirect, Ad Target, Email 119 119 120 - If youwouldliketoaddbehavioralcharacteristicstoyoursegment(ie.,Pediatricianswho liveinArizonaandhave read at leasttwoarticleson pain),clickontheBehaviortab.115 +You can use any existing actions by clicking in the "Select Actions" field and selecting the action (see screenshot below) or create a new action (see A-D below). 121 121 122 - \\117 +[[image:attach:media_1442601673145.png||align="center"]] 123 123 124 - [[image:attach:image2021-10-25_16-35-1.png||width="794"]]119 +Hover over an action to see details (see screenshot below). 125 125 126 - \\121 +[[image:attach:media_1442602167866.png||align="center"]] 127 127 128 - Todefinebehavioral characteristics of your segment, chooseabehaviortypefrom the Categorypull-down. The sub-categorypull-downwill 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.123 +=== A. Create Pop-Up === 129 129 130 -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. 125 +~1. Click "New action". 126 + 2. Give the action a name and description (optional). 127 + 3. Click "Next". 128 + 4. Complete the fields as shown below. 129 + 5. Click "Next". 131 131 132 - You can add multiple values to a singlebehavioraltarget; they will be "OR" values, meaning the segment will be true ifany of the valuesis present.131 +[[image:attach:media_1442611132544.png||align="center"]] 133 133 134 - Definethe frequency of the actionin theFrequencybox.This meanshow many timeswithinthegiven date range this eventhas happened,andenteradaterangefor thegiven event.133 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 135 135 136 - If youaddmultiplebehavioralcriteriato yoursegment (hit Add)toadd morebehavioralcriteria, be sure todefinewhetherthis criteria is AND/OR, meaning,whetherthissegmentwill matchwhenbothcriteriaaremet(AND),or wheneitherofthe criteriais met(OR).135 +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.) 137 137 138 - Thereisa widerangeofbehavioralcriteriathatcan beusedforbehavioralsegments:137 +Click "Next" to continue to Step 4 – Review and Save. 139 139 140 - **Banner**:Usersare selected based onthe banner ads they have viewedon your site. The sub-category for Banners is Viewed or Clicked. Target is thenameofthebanner(s).139 +[[image:attach:media_1443034475680.png||align="center"]] 141 141 142 - **Content**:Usersareselectedbasedonthemeta keywordscontainedon thepages auser visits.The sub-categoryforContentis Viewed orClicked.Targetisthecontentkeyword.141 +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. 143 143 144 - **Email**: Usersare selected based onthe emails (from your ONEcount-integratedESP or ONEmail) that the user has engaged with. The sub-category for Emails Opened or Clicked. Target is thename or subjectof thee-mail campaign.143 +[[image:attach:media_1443033012905.png||align="center"]] 145 145 146 - **Form**: Usersareselectedbased onthe ONEcountform they have engagedwith.The sub-categoryforFormisCompleted.Targetsthenameofthe form.145 +Note that the display opt-out will appear only if checked when creating the pop-up action. 147 147 148 - **PackageTransaction**: 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 Targetis thenameof the package. The selecteddate range will query on Request Date (Not TransactionDate).147 +=== B. Create Redirect === 149 149 150 -**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. 149 +~1. Click "New action". 150 + 2. Give the action a name and description (optional). 151 + 3. Click "Next". 152 + 4. Complete the fields as shown below. 153 + 5. Click "Next". 151 151 152 - **SourceCode**:Usersare selected based onthe source code forany transaction they have executedwithin ONEcount. The sub-category is Selected.The target is the specific source codes that are used. Possible options are the sourcecodes defined intheSource Code manager under the Inventory section of ONEcount.155 +[[image:attach:media_1442947217827.png||align="center"]] 153 153 154 - **Web**:Usersare selectedbasedonthewebURLsthat theyhavesited.Thesub-categoryis Viewed.ThetargetisaURLorURLfragment.157 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 155 155 156 - **Product Transaction**:Usersareselectedbasedon productsthattheyhavepurchased.The sub-categoriesareSubscribed/Purchased, CurrentlySubscribed, Not Subscribedand Unsubscribed. The target is theproductname. The selecteddate rangewill query onRequestDate(Not TransactionDate).159 +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.) 157 157 158 - **Product Attribute**: Users are selected based on specificattributes oftheproductsthey have purchased. The sub-categories arethe attributes(ie., category,type,state,etc.)Thetarget is thevalue of that attribute(ie., blue, edible, NewYork, etc.) If the sub-category is a multiple-choice list, thenyour 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 anyvaluein the target box.161 +Click "Next" to continue to Step 4 – Review and Save. 159 159 160 - **Quiz: **Usersareselectedbasedonwhetherthequiziscompleted.Ithasonlyonesubcategory'completed'.Youcan enterthe targetin thetextbox.163 +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. 161 161 162 - **Geo:**Users are selected based on specific geographic location from anywhere in the world.The sub-category is 'coordinate'. When this geo categoryis 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 targetingis 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.165 +=== C. Create Ad Target === 163 163 164 - OnceyouhavedefinedyourBehavioralcriteriaforyour segment andyoudonot wishtoaddanyotherrules/action,besureto**HITSAVE.**167 +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. 165 165 166 -**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.** 169 +~1. Click "New action". 170 + 2. Give the action a name and description (optional). 171 + 3. Click "Next". 172 + 4. Complete the fields as shown below. 173 + 5. Click "Next". 167 167 168 - \\175 +[[image:attach:media_1446742365693.png||align="center"]] 169 169 170 - **5.Action tab:**177 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 171 171 172 - Anyactionto beassociatedforsegment targetingisdefined inthistab.179 +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.) 173 173 174 - Date rangeisa mandatory field (bothstart and end dates) toadd any form of action. Youcan selectany form of actionfromthedropdown.Onceyouprovide actionetails,you can savethe changes made.181 +Click "Next" to continue to Step 4 – Review and Save. 175 175 176 - [[image:attach:image2021-10-25_16-59-19.png||width="794"]]183 +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. 177 177 178 - ====185 +* 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. 179 179 180 - {{id name="CreateAction"/}}ADD AN ACTIONGo to the Action tab ofcreate/edit segment. This is where youdefine theaction to be taken for a segment, e.g. a websitepop-up or ad targeting. Types ofavailable Actions include: Pop-Up, Redirect, Ad Target, Email, Social Target, Subscribe to a Product, Unsubscribeto a Product, Subscribe to a Package, Unsubscribeto a Package, Add to Segment, Remove from Segment. Any action can be selected from action type dropdown.187 +[[image:attach:media_1443036194948.png||align="center"]] 181 181 182 -=== 183 - === 189 +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. 184 184 185 - {{id name="CreateAdAction"/}}191 +=== D. Create Email === 186 186 187 -=== **ADD AN AD ACTION** === 193 +~1. Click "New action". 194 + 2. Give the action a name and description (optional). 195 + 3. Click "Next". 196 + 4. Complete the fields as shown below. 197 + 5. Click "Next". 188 188 189 - Here, we are definingan Ad Target. This willallow ONEcounto tell Google Ad Manager (DFP) what ad to target when a specific user is on your web site. Thespecific users will bedefined in the Segment that youlink to this target.199 +[[image:attach:media_1442946953775.png||align="center"]] 190 190 191 - Inthe screenbelow, you'llsee theoptionsforan Ad Target. The first threeoptionsareTarget Domain and TargetContent,Section.Theseare usedto// limit// thescopeofthisaction,nottodefine it. It's important to understandthe difference.201 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 192 192 193 - In content-basedtargeting, youdefinea specific page orwebsitesection(or a whole site) tobetargetedwith a bannerorbannercampaign. Ineffectyouaresaying, wheneversomeonecomesto thissectionorthis website, showthemthisbanner.203 +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.) 194 194 195 - ONEcounttargetsads basedonidentity. ONEcounts saying ineffect,forthis specificperson(asdefinedby theSegment linked to this Action), showthisad.Period.205 +Click "Next" to continue to Step 4 – Review and Save. 196 196 197 - The Target Domain and Section options are used to limit this behavior. So what we are sayingthen is thatforthis specific person (as defined by the Segment linkedto this Action) show thisad, but ONLY onthese domains and in these specific sections ofthesite.207 +[[image:attach:media_1443035194695.png||align="center"]] 198 198 199 -Wh y would wedo that?Generally,thisislimitationisusedbecausewewant to targeta user withone adcampaignon one site,anda differentcampaignonanothersite.209 +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. 200 200 201 - Forexample,saywehavea pediatrician who weantto target with anadforaskin medicine on our dermatology site, but an ad for a different drug when hevisits a siteon diabetes.211 +=== Step 4 – Review and Save === 202 202 203 - \\213 +[[image:attach:media_1446742842763.png||align="center"]] 204 204 205 - [[image:attach:image2021-10-25_17-16-33.png||width="794"]]215 +Review all of the information for your persona, and click "Save Persona" to save. 206 206 207 - \\217 +If you wish to make changes, click the "Back" button to move backward through the steps. 208 208 209 -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. 210 210 211 -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. 212 212 213 -* 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 214 - 215 -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. 216 - 217 -NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 218 - 219 -=== 220 - === 221 - 222 -{{id name="CreatePopupAction"/}} 223 - 224 -=== ADD A POP-UP ACTION === 225 - 226 -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. 227 - 228 -Choose Pop-Up from the Action Type pull-down. 229 - 230 -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. 231 - 232 -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. 233 - 234 -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. 235 - 236 -The Target Domain and Section options are used to limit this behavior. So what we are saying then is that for this specific person (as defined by the Segment linked to this Action) show this pop-up, but ONLY on these domains and in these specific sections of the site. 237 - 238 -Why would we do that? Generally, this is limitation is used because we want to target a user with pop-up campaign on one site, and a different campaign on another site. 239 - 240 -For example, say we have a pediatrician who we want to target with a pop-up for a skin medicine on our dermatology site, but a pop-up for a conference when he visits our site on diabetes. 241 - 242 -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. 243 - 244 -\\ 245 - 246 - [[image:attach:image2021-10-25_17-54-54.png||height="250"]] 247 - 248 -\\ 249 - 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. 251 - 252 -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. 253 - 254 -Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up). 255 - 256 -Review your Action details and finally click Save to save it. 257 - 258 -\\ 259 - 260 -(% style="margin-left: 30.0px;" %) 261 -=== **ADD A SOCIAL TARGET ACTION** === 262 - 263 -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. 264 - 265 -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. 266 - 267 -**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. 268 - 269 -[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]] 270 - 271 -**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. 272 - 273 -[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]] 274 - 275 -\\ 276 - 277 -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. 278 - 279 -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. 280 - 281 -[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]] 282 - 283 -\\ 284 - 285 -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. 286 - 287 -\\ 288 - 289 -[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]] 290 - 291 -\\ 292 - 293 -(% style="margin-left: 30.0px;" %) 294 -=== === 295 - 296 -{{id name="CreateRedirectAction"/}} 297 - 298 -(% style="margin-left: 30.0px;" %) 299 -=== **ADD A REDIRECT ACTION** === 300 - 301 -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. 302 - 303 -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. 304 - 305 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 306 - 307 -\\ 308 - 309 - [[image:attach:image2021-10-25_18-2-56.png||height="250"]] 310 - 311 -\\ 312 - 313 -(% style="margin-left: 30.0px;" %) 314 -=== === 315 - 316 -{{id name="CreateEmailAction"/}} 317 - 318 -(% style="margin-left: 30.0px;" %) 319 -=== ADD EMAIL ACTION === 320 - 321 -(% style="margin-left: 30.0px;" %) 322 -To send a transactional e-mail to a user, choose Email from the Action Type pull-down. 323 - 324 -(% style="margin-left: 30.0px;" %) 325 -\\ 326 - 327 -(% style="margin-left: 30.0px;" %) 328 -[[image:attach:image2021-10-25_18-6-13.png||width="794"]] 329 - 330 -(% style="margin-left: 30.0px;" %) 331 -\\ 332 - 333 - 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. 334 - 335 -\\ 336 - 337 -If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page. 338 - 339 -\\ 340 - 341 -== 342 - == 343 - 344 -{{id name="CreateTarget"/}} 345 - 346 -\\ 347 - 348 -\\ 349 - 350 -\\ 351 - 352 -\\ 353 - 354 -\\ 355 - 356 -\\ 357 - 358 -\\ 359 - 360 -\\ 361 - 362 -\\ 363 - 364 -\\ 365 - 366 -\\ 367 - 368 - 369 - 370 370 {{id name="End ScreenSteps Content"/}} 371 -{{/layout-cell}} 372 - 373 -{{layout-cell}} 374 -{{panel title="Search All Documentation:"}} 375 - 376 - 377 -{{livesearch/}} 378 -{{/panel}} 379 - 380 -{{panel title="Search USER OPERATIONS Documentation:"}} 381 - 382 - 383 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 384 -{{/panel}} 385 - 386 -{{panel title="On this page:"}} 387 - 388 - 389 -{{toc/}} 390 -{{/panel}} 391 - 392 -{{panel title="More USER OPERATIONS Documentation"}} 393 -{{expand}} 394 - **Add Users 395 -** 396 - 397 -(% style="margin-left: 60.0px;" %) 398 - 399 - 400 -(% style="margin-left: 60.0px;" %) 401 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]] 402 - 403 -(% style="margin-left: 60.0px;" %) 404 -[[doc:Pre-Import Checklist]] 405 - 406 -(% style="margin-left: 60.0px;" %) 407 - 408 - 409 -(% style="margin-left: 60.0px;" %) 410 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]] 411 - 412 -(% style="margin-left: 60.0px;" %) 413 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]] 414 - 415 -(% style="margin-left: 60.0px;" %) 416 -[[doc:Add Audience]] 417 - 418 -(% style="margin-left: 30.0px;" %) 419 -**Batch Operations** 420 - 421 -(% style="margin-left: 60.0px;" %) 422 -[[doc:Bulk Operation - How to Perform a Batch Delete]] 423 - 424 -(% style="margin-left: 60.0px;" %) 425 -[[doc:Bulk Operation - How to Perform a Batch Product Change]] 426 - 427 -(% style="margin-left: 60.0px;" %) 428 -[[doc:Bulk Operation - How to Perform a Batch Status Change]] 429 - 430 -(% style="margin-left: 60.0px;" %) 431 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]] 432 - 433 -(% style="margin-left: 60.0px;" %) 434 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]] 435 - 436 -(% style="margin-left: 60.0px;" %) 437 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]] 438 - 439 -(% style="margin-left: 30.0px;" %) 440 -**Target Audience Segments** 441 - 442 -(% style="margin-left: 60.0px;" %) 443 -(% style="color: rgb(0,51,102);" %) __ 444 -__ 445 - 446 -\\ 447 - 448 -\\ 449 -{{/expand}} 450 -{{/panel}} 451 - 452 -\\ 453 - 454 -\\ 455 - 456 -\\ 457 - 458 -\\ 459 - 460 -\\ 461 - 462 -\\ 463 -{{/layout-cell}} 464 -{{/layout-section}} 465 -{{/layout}}
- Confluence.Code.ConfluencePageClass[0]
-
- id
-
... ... @@ -1,1 +1,1 @@ 1 - 541984951 +66930 - url
-
... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 54198495/SegmentManager1 +https://info.onecount.net//wiki/spaces/OD/pages/66930/Utilities - Target Engine (v12.x)