Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 21.1
edited by Admin
on 2021/12/31 15:57
Change comment: There is no comment for this version
To version 34.1
edited by Admin User
on 2025/01/24 16:21
Change comment: There is no comment for this version

Summary

Details

Page properties
Parent
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1 +System Utilities
Author
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1 -XWiki.Admin
1 +XWiki.admin
Content
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 -
5 -
6 6  {{id name="Start ScreenSteps Content"/}}
7 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.
8 8  
... ... @@ -18,32 +18,87 @@
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 -=== ===
19 +=== ===
22 22  
23 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :**
24 -**
21 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :
25 25  
26 26   [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]]
27 27  
28 -\\
29 29  
30 30  Under "User Defined Segments" tab, you will see a list of existing segments.
31 31  
32 32  Each segment created, is listed here and has edit and delete functionality available just next to it. The overview of the segment (effective date, action, segment size, stats for known and unknown users) is available on click of arrow button next to each segment.
33 33  
34 -\\
35 35  
36 36  [[image:attach:image2021-10-25_15-11-53.png||height="250"]]
37 37  
38 -\\
39 39  
40 -[[image:attach:image2021-10-25_18-23-50.png||width="794"]]
34 +[[image:attach:SegmentTableCharts2.png||width="794"]]
41 41  
42 -\\
36 +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 43  
38 +(% class="wrapped" %)
39 +|=(((
40 +Image
41 +)))|=(((
42 +Icon
43 +)))|=(((
44 +Feature description
45 +)))
46 +|(((
47 +pencil
48 +)))|(((
49 +(% class="content-wrapper" %)
50 +(((
51 +[[image:attach:pencil edit.png||thumbnail="true" width="40"]]
52 +)))
53 +)))|(((
54 +is for editing segment
55 +)))
56 +|(((
57 +trash can
58 +)))|(((
59 +(% class="content-wrapper" %)
60 +(((
61 +[[image:attach:trashcan delete.png||thumbnail="true" width="40"]]
62 +)))
63 +)))|(((
64 +is for deleting segment
65 +)))
66 +|(((
67 +add user
68 +)))|(((
69 +(% class="content-wrapper" %)
70 +(((
71 +[[image:attach:adduserSegment.png||thumbnail="true" width="40"]]
72 +)))
73 +)))|(((
74 +adds user to the segment
75 +)))
76 +|(((
77 +down-triangle
78 +)))|(((
79 +(% class="content-wrapper" %)
80 +(((
81 +[[image:attach:display data.png||thumbnail="true" width="40"]]
82 +)))
83 +)))|(((
84 +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.
85 +)))
86 +
87 +If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
88 +
89 +[[image:attach:SegmentUserAddedMsg.png||width="538"]]
90 +
91 +
92 +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.
93 +
94 +[[image:attach:SegmentTableChartsDoc.png||width="794"]]
95 +
96 +
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.
99 +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  
... ... @@ -55,27 +55,28 @@
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"]]
111 +[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]]
59 59  
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.
114 + 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 -\\
116 +Give your segment a descriptive name. You can also add a brief description to the segment with more details.
65 65  
118 +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).
119 +
120 +
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.
123 +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  
72 -=== ===
127 +=== ===
73 73  
74 74  {{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.
75 75  
76 76  [[image:attach:image2021-10-25_15-55-34.png||width="794"]]
77 77  
78 -\\
79 79  
80 80  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.
81 81  
... ... @@ -85,13 +85,14 @@
85 85  
86 86  If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
87 87  
88 -\\
142 +**~*~*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.
89 89  
144 +
90 90  **3. IP Address Tab:**
91 91  
92 92  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.
93 93  
94 -=== ===
149 +=== ===
95 95  
96 96  {{id name="CreateAccountSegment"/}}
97 97  
... ... @@ -113,7 +113,6 @@
113 113  
114 114  If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
115 115  
116 -\\
117 117  
118 118  4. **Behavior Tab:**
119 119  
... ... @@ -120,16 +120,15 @@
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  
122 122  (((
123 -\\
177 +
124 124  )))
125 125  
126 -=== ===
180 +=== ===
127 127  
128 -{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT\\
182 +{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT
129 129  
130 130  [[image:attach:image2021-10-25_16-35-1.png||width="794"]]
131 131  
132 -\\
133 133  
134 134  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.
135 135  
... ... @@ -137,8 +137,10 @@
137 137  
138 138  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.
139 139  
140 -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.
193 +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.
141 141  
195 +**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.
196 +
142 142  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).
143 143  
144 144  There is a wide range of behavioral criteria that can be used for behavioral segments:
... ... @@ -149,6 +149,8 @@
149 149  
150 150  **Email**: Users are selected based on the emails (from your ONEcount-integrated ESP or ONEmail) that the user has engaged with. The sub-category for Email is Opened or Clicked. Target is the name or subject of the e-mail campaign.
151 151  
207 +**Engagement Metric: **Users are selected based on the Engagement Metrics they have registered, such as webinar attendance, whitepaper downloads, etc. Please note that only SELECT and NUMERIC metrics appear here.
208 +
152 152  **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.
153 153  
154 154  **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).
... ... @@ -157,22 +157,216 @@
157 157  
158 158  **Source Code**: Users are selected based on the source code for any transaction they have executed within ONEcount. The sub-category is Selected. The target is the specific source codes that are used. Possible options are the source codes defined in the Source Code manager under the Inventory section of ONEcount.
159 159  
160 -**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.
217 +**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed At Least. The target is a URL or URL fragment. When entering the URL, do not include the protocol (http:~/~/ or https:~/~/).
161 161  
219 +
220 +[[image:attach:web-behavior-2.png||width="800"]]
221 +
222 +
223 +**~*~**IMPORTANT NOTE: **When you type a URL into the URL box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
224 +
225 +[[image:attach:add-url.png||height="121"]]
226 +
227 +
162 162  **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).
163 163  
164 164  **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.
165 165  
166 -**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.
167 -
168 168  **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. 
169 169  
234 +**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. 
235 +
236 +**~*~**IMPORTANT NOTE: **When you type a URL into the URL box box for Referrer, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
237 +
238 +[[image:attach:add-url.png||height="121"]]
239 +
170 170  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.**
171 171  
172 172  **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.**
173 173  
174 -\\
244 +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.
175 175  
246 +The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
247 +
248 +(% class="wrapped" %)
249 +|(((
250 +**DEMOS**
251 +)))|(((
252 +**VALUE**
253 +)))|(((
254 +**Selects (KNOWN/UNKNOWN/BOTH)**
255 +)))
256 +|(((
257 +Any demo
258 +)))|(((
259 +ANY VALUE
260 +)))|(((
261 +KNOWN
262 +)))
263 +|(((
264 +E-mail DEMO
265 +)))|(((
266 +IS BLANK
267 +)))|(((
268 +BOTH
269 +)))
270 +|(((
271 +
272 +)))|(((
273 +IS NOT BLANK
274 +)))|(((
275 +KNOWN
276 +)))
277 +|(% colspan="1" %)(% colspan="1" %)
278 +(((
279 +
280 +)))|(% colspan="1" %)(% colspan="1" %)
281 +(((
282 +
283 +)))|(% colspan="1" %)(% colspan="1" %)
284 +(((
285 +
286 +)))
287 +|(((
288 +**BEHAVIOR**
289 +)))|(((
290 +**VALUE**
291 +)))|(((
292 +**Selects (KNOWN/UNKNOWN/BOTH)**
293 +)))
294 +|(((
295 +Banner
296 +)))|(((
297 +Clicked/Viewed
298 +)))|(((
299 +BOTH
300 +)))
301 +|(((
302 +Content
303 +)))|(((
304 +Viewed
305 +)))|(((
306 +BOTH
307 +)))
308 +|(((
309 +EMAIL
310 +)))|(((
311 +Opened
312 +)))|(((
313 +KNOWN
314 +)))
315 +|(((
316 +
317 +)))|(((
318 +Clicked/Viewed
319 +)))|(((
320 +KNOWN
321 +)))
322 +|(((
323 +
324 +)))|(((
325 +Not clicked
326 +)))|(((
327 +KNOWN
328 +)))
329 +|(((
330 +Form
331 +)))|(((
332 +Completed
333 +)))|(((
334 +KNOWN
335 +)))
336 +|(((
337 +
338 +)))|(((
339 +Abandoned
340 +)))|(((
341 +BOTH
342 +)))
343 +|(((
344 +Package Status
345 +)))|(((
346 +
347 +)))|(((
348 +KNOWN
349 +)))
350 +|(((
351 +Package Transaction
352 +)))|(((
353 +
354 +)))|(((
355 +KNOWN
356 +)))
357 +|(((
358 +Source Code
359 +)))|(((
360 +Selected
361 +)))|(((
362 +KNOWN
363 +)))
364 +|(((
365 +Web
366 +)))|(((
367 +Viewed
368 +)))|(((
369 +BOTH
370 +)))
371 +|(((
372 +Product Transaction
373 +)))|(((
374 +Subscribed
375 +)))|(((
376 +KNOWN
377 +)))
378 +|(((
379 +
380 +)))|(((
381 +Currently Subscribed
382 +)))|(((
383 +KNOWN
384 +)))
385 +|(((
386 +
387 +)))|(((
388 +Not Subscribed
389 +)))|(((
390 +BOTH
391 +)))
392 +|(((
393 +
394 +)))|(((
395 +Unsubscribed
396 +)))|(((
397 +KNOWN
398 +)))
399 +|(((
400 +GEO
401 +)))|(((
402 +IS IN
403 +)))|(((
404 +BOTH
405 +)))
406 +|(((
407 +Engagement Metric
408 +)))|(((
409 +
410 +)))|(((
411 +KNOWN
412 +)))
413 +|(% colspan="1" %)(% colspan="1" %)
414 +(((
415 +Referrer
416 +)))|(% colspan="1" %)(% colspan="1" %)
417 +(((
418 +IS/CONTAINS
419 +)))|(% colspan="1" %)(% colspan="1" %)
420 +(((
421 +BOTH
422 +)))
423 +
424 +**~*~*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.
425 +
426 +
176 176  **5. Action tab: **
177 177  
178 178  Any action to be associated for segment targeting is defined in this tab.
... ... @@ -181,13 +181,16 @@
181 181  
182 182   [[image:attach:image2021-10-25_16-59-19.png||width="794"]]
183 183  
184 -== ==
435 +== ==
185 185  
186 186  {{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.
187 187  
188 -===
189 - ===
439 +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.
190 190  
441 +=== ===
442 +
443 +=== ===
444 +
191 191  {{id name="CreateAdAction"/}}
192 192  
193 193  === **ADD AN AD ACTION** ===
... ... @@ -194,7 +194,7 @@
194 194  
195 195  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.
196 196  
197 -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.
451 +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.
198 198  
199 199  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.
200 200  
... ... @@ -206,14 +206,16 @@
206 206  
207 207  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.
208 208  
209 -\\
210 210  
211 211   [[image:attach:image2021-10-25_17-16-33.png||width="794"]]
212 212  
213 -\\
214 214  
215 215  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.
216 216  
469 +**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
470 +
471 +[[image:attach:add-url.png||height="121"]]
472 +
217 217  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.
218 218  
219 219  * 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
... ... @@ -222,9 +222,10 @@
222 222  
223 223  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
224 224  
225 -===
226 - ===
481 +=== ===
227 227  
483 +=== ===
484 +
228 228  {{id name="CreatePopupAction"/}}
229 229  
230 230  === ADD A POP-UP ACTION ===
... ... @@ -233,7 +233,7 @@
233 233  
234 234  Choose Pop-Up from the Action Type pull-down.
235 235  
236 -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.
493 +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.
237 237  
238 238  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.
239 239  
... ... @@ -245,14 +245,15 @@
245 245  
246 246  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.
247 247  
248 -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.
505 +The Target Domain and Section parameters are only required if you want to limit the pop-up If you leave them blank, the user will be targeted across all your web sites.
249 249  
250 -\\
251 251  
252 - [[image:attach:image2021-10-25_17-54-54.png||height="250"]]
508 + [[image:attach:Action-Tab.png||width="600"]]
253 253  
254 -\\
510 +**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
255 255  
512 +[[image:attach:add-url.png||height="121"]]
513 +
256 256  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.
257 257  
258 258  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.
... ... @@ -261,7 +261,6 @@
261 261  
262 262  Review your Action details and finally click Save to save it.
263 263  
264 -\\
265 265  
266 266  (% style="margin-left: 30.0px;" %)
267 267  === **ADD A SOCIAL TARGET ACTION** ===
... ... @@ -278,7 +278,6 @@
278 278  
279 279  [[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
280 280  
281 -\\
282 282  
283 283  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.
284 284  
... ... @@ -286,18 +286,15 @@
286 286  
287 287  [[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
288 288  
289 -\\
290 290  
291 291  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.
292 292  
293 -\\
294 294  
295 295  [[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
296 296  
297 -\\
298 298  
299 299  (% style="margin-left: 30.0px;" %)
300 -=== ===
553 +=== ===
301 301  
302 302  {{id name="CreateRedirectAction"/}}
303 303  
... ... @@ -310,14 +310,12 @@
310 310  
311 311  As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
312 312  
313 -\\
314 314  
315 315   [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
316 316  
317 -\\
318 318  
319 319  (% style="margin-left: 30.0px;" %)
320 -=== ===
571 +=== ===
321 321  
322 322  {{id name="CreateEmailAction"/}}
323 323  
... ... @@ -327,49 +327,33 @@
327 327  (% style="margin-left: 30.0px;" %)
328 328  To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
329 329  
330 -(% style="margin-left: 30.0px;" %)
331 -\\
332 332  
333 333  (% style="margin-left: 30.0px;" %)
334 334  [[image:attach:image2021-10-25_18-6-13.png||width="794"]]
335 335  
336 -(% style="margin-left: 30.0px;" %)
337 -\\
338 338  
339 339   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.
340 340  
341 -\\
342 342  
343 343  If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
344 344  
345 -\\
346 346  
347 -==
348 - ==
592 +== ==
349 349  
594 +== ==
595 +
350 350  {{id name="CreateTarget"/}}
351 351  
352 -\\
353 353  
354 -\\
355 355  
356 -\\
357 357  
358 -\\
359 359  
360 -\\
361 361  
362 -\\
363 363  
364 -\\
365 365  
366 -\\
367 367  
368 -\\
369 369  
370 -\\
371 371  
372 -\\
373 373  
374 374  
375 375  
... ... @@ -377,30 +377,18 @@
377 377  {{/layout-cell}}
378 378  
379 379  {{layout-cell}}
380 -{{panel title="Search All Documentation:"}}
615 +{{panel title=""}}{{/panel}}
381 381  
617 +{{panel title=""}}{{/panel}}
382 382  
383 -{{livesearch/}}
384 -{{/panel}}
385 -
386 -{{panel title="Search USER OPERATIONS Documentation:"}}
387 -
388 -
389 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
390 -{{/panel}}
391 -
392 392  {{panel title="On this page:"}}
393 -
394 -
395 395  {{toc/}}
396 396  {{/panel}}
397 397  
398 398  {{panel title="More USER OPERATIONS Documentation"}}
399 -{{expand}}
400 - **Add Users
401 -**
624 +{{expand title="Click here to expand..."}}
625 + **Add Users**
402 402  
403 -(% style="margin-left: 60.0px;" %)
404 404  
405 405  
406 406  (% style="margin-left: 60.0px;" %)
... ... @@ -409,7 +409,6 @@
409 409  (% style="margin-left: 60.0px;" %)
410 410  [[doc:Pre-Import Checklist]]
411 411  
412 -(% style="margin-left: 60.0px;" %)
413 413  
414 414  
415 415  (% style="margin-left: 60.0px;" %)
... ... @@ -446,26 +446,19 @@
446 446  **Target Audience Segments**
447 447  
448 448  (% style="margin-left: 60.0px;" %)
449 -(% style="color: rgb(0,51,102);" %) __
450 -__
671 +(% style="color:#003366" %)
451 451  
452 -\\
453 453  
454 -\\
674 +
455 455  {{/expand}}
456 456  {{/panel}}
457 457  
458 -\\
459 459  
460 -\\
461 461  
462 -\\
463 463  
464 -\\
465 465  
466 -\\
467 467  
468 -\\
683 +
469 469  {{/layout-cell}}
470 470  {{/layout-section}}
471 471  {{/layout}}
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