Changes for page Segment Manager
Last modified by Admin User on 2025/01/24 16:21
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... ... @@ -1,1 +1,1 @@ 1 - SegmentManager1 +Utilities - Target Engine - Content
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... ... @@ -4,11 +4,11 @@ 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. 7 +The Targeting Engine 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 9 You can 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 **Segment Manager**. 11 +The following lesson will provide details on how to use the **Segment Manager**, **Action Manager**, and **Target Engine**. 12 12 13 13 === Please Note: === 14 14 ... ... @@ -18,123 +18,49 @@ 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 -=== === 21 +=== CREATING A NEW SEGMENT === 22 22 23 - {{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom thelefthand side navigation bar, selectActivation →Segment Manager23 +From the Segment Manager menu, select Segment Manager:** 24 24 ** 25 25 26 - image2021-10-25_15-3-35.png||thumbnail="true"height="250"]]26 +[[image:attach:segment manager menu.png||width="800"]] 27 27 28 28 \\ 29 29 30 - Under "User Defined Segments" tab, you will see a list of existing segments.30 +You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner. 31 31 32 - Each segment created, is listed hereandhas edit and delete functionality available just next to it. The overview of the segment(effective date, action,segmentize, stats for known and unknown users) is available on click of arrow button next to eachsegment.32 +[[image:attach:manage segments.png||height="250"]] 33 33 34 34 \\ 35 35 36 - [[image:attach:image2021-10-25_15-11-53.png||height="250"]]36 +You'll be taken to a screen allowing you to define a new segment. Give your segment a descriptive name. You can enter a brief description of the segment as well. 37 37 38 - \\38 +[[image:attach:segment-definion.png||height="250"]] 39 39 40 -[[image:attach:image2021-10-25_18-23-50.png||width="794"]] 41 - 42 42 \\ 43 43 44 - Click"Create Segment"intheupperright-hand corner.You'llbe takento a screenallowing youto define anewsegment.42 +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 "Account-based Segment." This is typically a group of IP Addresses that define a target company. 45 45 46 - Thenewsegmentcreation screen consists oftotal5tabs– Definition,Demographics(previously named asFirstParty),IPAddress (previouslynamedas Account based),Behavior,Action.44 +If you click the "First Party" tab, you will have the opportunity to define a segment. Click on the "User" button to define the segment based on demographic characteristics or select Account to define your segment based on an IP address range. 47 47 48 - Demographics,IPAddress,Behaviortabsallow us to define the segment rules.46 +=== CREATE A DEMOGRAPHIC SEGMENT === 49 49 50 - **1. DefinitionTab:**48 +of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment. Or choose Account to define an account-based segment. 51 51 52 - Define your segmentby giving itnameanda brief description.50 +[[image:attach:segment-demos.png||height="250"]] 53 53 54 - Title is amandatory field.It shouldnotbe blank.Withoutprovidingtitle,youcannotnavigateto other tabs.52 +If you choose a demographic question that has a multiple choice response, simply click in the target 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. 55 55 56 -Description is an optional field and can have any types of values. 57 - 58 -[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]] 59 - 60 -\\ 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. 63 - 64 -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 chart below). 65 - 66 -\\ 67 - 68 -**2. Demographics Tab:** 69 - 70 -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. 71 - 72 -[[image:attach:image2021-10-25_15-51-28.png||width="794"]] 73 - 74 -=== === 75 - 76 -{{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. 77 - 78 -[[image:attach:image2021-10-25_15-55-34.png||width="794"]] 79 - 80 -\\ 81 - 82 -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. 83 - 84 84 To add multiple demographic questions to a segment, simply click the Add button on the right-hand side and ONEcount will allow you to add another demographic question. 85 85 86 86 In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example. 87 87 88 -If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment. 58 +If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment. If you would like to add behavioral characteristics to your segment (ie., Peditricians who live in Arizona and have read three articles on diabetes), click on the Behavior tab. 89 89 90 -**~*~*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 chart below. 91 - 92 92 \\ 93 93 94 - **3. IP Address Tab:**62 +[[image:attach:segment-content.png||height="250"]] 95 95 96 -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. 97 - 98 -=== === 99 - 100 -{{id name="CreateAccountSegment"/}} 101 - 102 -(% style="margin-left: 30.0px;" %) 103 -=== CREATE AN IP Address-BASED SEGMENT === 104 - 105 -(% style="margin-left: 30.0px;" %) 106 -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. 107 - 108 - [[image:attach:image2021-10-25_16-57-14.png||width="794"]] 109 - 110 -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. 111 - 112 -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... 113 - 114 -Note that in IP Address based segmenting you can enter multiple IP addresses and user agents in each field. 115 - 116 -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. 117 - 118 -If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment. 119 - 120 -\\ 121 - 122 -4. **Behavior Tab:** 123 - 124 -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. 125 - 126 -((( 127 -\\ 128 -))) 129 - 130 -=== === 131 - 132 -{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT\\ 133 - 134 -[[image:attach:image2021-10-25_16-35-1.png||width="794"]] 135 - 136 -\\ 137 - 138 138 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. 139 139 140 140 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. ... ... @@ -141,7 +141,7 @@ 141 141 142 142 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. 143 143 144 -Define the frequency of the action in the Freq uency box. This means how many times within the given date range this eventhas happened, and enter a date range for the given event.70 +Define the frequency of the action in the Freq./Days box. This means how many times within the given date range this even has happened, and enter a date range for the given event. 145 145 146 146 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). 147 147 ... ... @@ -155,7 +155,7 @@ 155 155 156 156 **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. 157 157 158 -**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).84 +**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. 159 159 160 160 **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. 161 161 ... ... @@ -163,223 +163,62 @@ 163 163 164 164 **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. 165 165 166 -**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).92 +**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. 167 167 168 168 **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. 169 169 170 - **Quiz: **Usersareselectedbasedon whetherthe quiz iscompleted.Ithasonlyonesubcategory'completed'.Youcanenterthetargetinthetextbox.96 +Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.** 171 171 172 - **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.98 +\\ 173 173 174 -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.** 100 +(% style="margin-left: 30.0px;" %) 101 +=== CREATE AN ACCOUNT-BASED SEGMENT === 175 175 176 -**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.** 103 +(% style="margin-left: 30.0px;" %) 104 +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. 177 177 178 -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. 106 +(% style="margin-left: 30.0px;" %) 107 +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. 179 179 180 -The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria: 109 +(% style="margin-left: 30.0px;" %) 110 +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... 181 181 182 -|((( 183 -**DEMOS** 184 -)))|((( 185 -**VALUE** 186 -)))|((( 187 -**Selects (KNOWN/UNKNOWN/BOTH)** 188 -))) 189 -|((( 190 -Any demo 191 -)))|((( 192 -ANY VALUE 193 -)))|((( 194 -KNOWN 195 -))) 196 -|((( 197 -E-mail DEMO 198 -)))|((( 199 -IS BLANK 200 -)))|((( 201 -BOTH 202 -))) 203 -|((( 112 +(% style="margin-left: 30.0px;" %) 113 +Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field. 114 + 115 +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. 116 + 117 +== **CREATE AN ACTION** == 118 + 119 +From the Segment Manager menu, select Action Manager. 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, Transactional Email 120 + 204 204 \\ 205 -)))|((( 206 -IS NOT BLANK 207 -)))|((( 208 -KNOWN 209 -))) 210 -|(% colspan="1" %)(% colspan="1" %) 211 -((( 122 + 123 +[[image:attach:Action-manager menu.png||width="800"]] 124 + 212 212 \\ 213 -)))|(% colspan="1" %)(% colspan="1" %) 214 -((( 215 -\\ 216 -)))|(% colspan="1" %)(% colspan="1" %) 217 -((( 218 -\\ 219 -))) 220 -|((( 221 -**//BEHAVIOR//** 222 -)))|((( 223 -**//VALUE//** 224 -)))|((( 225 -//Selects **(KNOWN/UNKNOWN/BOTH)**// 226 -))) 227 -|((( 228 -Banner 229 -)))|((( 230 -Clicked/Viewed 231 -)))|((( 232 -BOTH 233 -))) 234 -|((( 235 -Content 236 -)))|((( 237 -Viewed 238 -)))|((( 239 -BOTH 240 -))) 241 -|((( 242 -EMAIL 243 -)))|((( 244 -Opened 245 -)))|((( 246 -KNOWN 247 -))) 248 -|((( 249 -\\ 250 -)))|((( 251 -Clicked/Viewed 252 -)))|((( 253 -KNOWN 254 -))) 255 -|((( 256 -\\ 257 -)))|((( 258 -Not clicked 259 -)))|((( 260 -KNOWN 261 -))) 262 -|((( 263 -Form 264 -)))|((( 265 -Completed 266 -)))|((( 267 -KNOWN 268 -))) 269 -|((( 270 -\\ 271 -)))|((( 272 -Abandoned 273 -)))|((( 274 -BOTH 275 -))) 276 -|((( 277 -Package Status 278 -)))|((( 279 -\\ 280 -)))|((( 281 -KNOWN 282 -))) 283 -|((( 284 -Package Transaction 285 -)))|((( 286 -\\ 287 -)))|((( 288 -KNOWN 289 -))) 290 -|((( 291 -Quiz 292 -)))|((( 293 -Completed 294 -)))|((( 295 -BOTH 296 -))) 297 -|((( 298 -\\ 299 -)))|((( 300 -Abandoned 301 -)))|((( 302 -BOTH 303 -))) 304 -|((( 305 -Source Code 306 -)))|((( 307 -Selected 308 -)))|((( 309 -KNOWN 310 -))) 311 -|((( 312 -Web 313 -)))|((( 314 -Viewed 315 -)))|((( 316 -BOTH 317 -))) 318 -|((( 319 -Product Transaction 320 -)))|((( 321 -Subscribed 322 -)))|((( 323 -KNOWN 324 -))) 325 -|((( 326 -\\ 327 -)))|((( 328 -Currently Subscribed 329 -)))|((( 330 -KNOWN 331 -))) 332 -|((( 333 -\\ 334 -)))|((( 335 -Not Subscribed 336 -)))|((( 337 -BOTH 338 -))) 339 -|((( 340 -\\ 341 -)))|((( 342 -Unsubscribed 343 -)))|((( 344 -KNOWN 345 -))) 346 -|((( 347 -GEO 348 -)))|((( 349 -IS IN 350 -)))|((( 351 -BOTH 352 -))) 353 -|((( 354 -Engagement Metric 355 -)))|((( 356 -\\ 357 -)))|((( 358 -KNOWN 359 -))) 360 360 361 - **5.Action tab:**127 +You'll see a list of Actions that have been previously been created. To create a new Action, click "Create Action" in the upper right. 362 362 363 - Any action to be associated for segment targeting is defined in this tab.129 +\\ 364 364 365 - Date rangeis amandatory field (both startand end dates) toaddany form of action. You can select any formofactionfrom thedropdown.Once youprovide actiondetails, you can save thechanges made.131 +[[image:attach:action-manager.png||height="250"]] 366 366 367 - [[image:attach:image2021-10-25_16-59-19.png||width="794"]]133 +\\ 368 368 369 - ====135 +You'll be asked to provide a name for your new segment. Make it descriptive. You can also provide a brief description for this action. Click Next. 370 370 371 - {{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.137 +\\ 372 372 373 -=== 374 - === 139 +[[image:attach:define-action.png||height="250"]] 375 375 376 - {{id name="CreateAdAction"/}}141 +On the next screen, from the Action pull-down, choose the type of action you would like. Again, you have four choices: Ad Target (through Google Ad Manager or DFP), Pop-UP, Transactional Email, or Redirect. 377 377 378 -=== **A DDAN AD ACTION** ===143 +=== **CREATE AN AD TARGET** === 379 379 380 380 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. 381 381 382 -In the screen below, you'll see the options for an Ad Target. The first t hreeoptions are Target Domain andTarget Content,Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.147 +In the screen below, you'll see the options for an Ad Target. The first two options are Target Domain and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference. 383 383 384 384 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. 385 385 ... ... @@ -391,35 +391,24 @@ 391 391 392 392 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. 393 393 394 - \\159 +[[image:attach:Define-banner-target.png||height="250"]] 395 395 396 - [[image:attach:image2021-10-25_17-16-33.png||width="794"]] 397 - 398 -\\ 399 - 400 400 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. 401 401 402 402 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. 403 403 404 -* 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 405 - 406 406 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. 407 407 408 408 NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 409 409 410 -=== 411 - === 169 +=== CREATE A POP-UP TARGET === 412 412 413 - {{idname="CreatePopupAction"/}}171 +You can also create a pop-up target for your segments. There are two different types of pop-ups that can be defined in the ONEcount Action Manager: A ONEcount pop-up, and a Custom HTML pop-up. 414 414 415 - ===ADD APOP-UPACTION===173 +Choose Pop-Up from the Action pull-down at the top. 416 416 417 - Youcanalso createapop-uptargetfor your segments.Anypop-upcreatedunderform-buildersection odONEcountcxanbeusedforpop-upaction forsegment.175 +The next two options are Target Domain and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference. 418 418 419 -Choose Pop-Up from the Action Type pull-down. 420 - 421 -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. 422 - 423 423 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. 424 424 425 425 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. ... ... @@ -432,132 +432,146 @@ 432 432 433 433 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. 434 434 435 - \\189 +[[image:attach:pop-up-action.png||width="800"]] 436 436 437 - [[image:attach:image2021-10-25_17-54-54.png||height="250"]]191 +Next we determine the priority of this pop-up relative 438 438 439 439 \\ 440 440 441 -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. 195 +(% style="margin-left: 30.0px;" %) 196 +===== A. Create Pop-Up ===== 442 442 443 -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. 198 +(% style="margin-left: 30.0px;" %) 199 +~1. Click "New action". 200 +2. Give the action a name and description (optional). 201 +3. Click "Next". 202 +4. Complete the fields as shown below. 203 +5. Click "Next". 444 444 445 -Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up). 205 +(% style="margin-left: 30.0px;" %) 206 +[[image:attach:media_1442611132544.png||align="center"]] 446 446 447 -Review your Action details and finally click Save to save it. 208 +(% style="margin-left: 30.0px;" %) 209 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 448 448 449 -\\ 211 +(% style="margin-left: 30.0px;" %) 212 +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.) 450 450 451 451 (% style="margin-left: 30.0px;" %) 452 - ===**ADDASOCIALTARGETACTION**===215 +Click "Next" to continue to Step 4 – Review and Save. 453 453 454 -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. 217 +(% style="margin-left: 30.0px;" %) 218 +[[image:attach:media_1443034475680.png||align="center"]] 455 455 456 -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. 220 +(% style="margin-left: 30.0px;" %) 221 +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. 457 457 458 -**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. 223 +(% style="margin-left: 30.0px;" %) 224 +[[image:attach:media_1443033012905.png||align="center"]] 459 459 460 -[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]] 226 +(% style="margin-left: 30.0px;" %) 227 +Note that the display opt-out will appear only if checked when creating the pop-up action. 461 461 462 -**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. 229 +(% style="margin-left: 30.0px;" %) 230 +===== B. Create Redirect ===== 463 463 464 -[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]] 232 +(% style="margin-left: 60.0px;" %) 233 +~1. Click "New action". 234 +2. Give the action a name and description (optional). 235 +3. Click "Next". 236 +4. Complete the fields as shown below. 237 +5. Click "Next". 465 465 466 -\\ 239 +(% style="margin-left: 60.0px;" %) 240 +[[image:attach:media_1442947217827.png||align="center"]] 467 467 468 -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. 242 +(% style="margin-left: 60.0px;" %) 243 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 469 469 470 -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. 245 +(% style="margin-left: 60.0px;" %) 246 +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.) 471 471 472 -[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]] 248 +(% style="margin-left: 60.0px;" %) 249 +Click "Next" to continue to Step 4 – Review and Save. 473 473 474 -\\ 251 +(% style="margin-left: 60.0px;" %) 252 +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. 475 475 476 -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. 254 +(% style="margin-left: 30.0px;" %) 255 +===== C. Create Ad Target ===== 477 477 478 -\\ 257 +(% style="margin-left: 30.0px;" %) 258 +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. 479 479 480 -[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]] 260 +(% style="margin-left: 30.0px;" %) 261 +~1. Click "New action". 262 +2. Give the action a name and description (optional). 263 +3. Click "Next". 264 +4. Complete the fields as shown below. 265 +5. Click "Next". 481 481 482 -\\ 267 +(% style="margin-left: 30.0px;" %) 268 +[[image:attach:media_1446742365693.png||align="center"]] 483 483 484 484 (% style="margin-left: 30.0px;" %) 485 - ======271 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 486 486 487 -{{id name="CreateRedirectAction"/}} 273 +(% style="margin-left: 30.0px;" %) 274 +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.) 488 488 489 489 (% style="margin-left: 30.0px;" %) 490 - ===**ADDAREDIRECTACTION**===277 +Click "Next" to continue to Step 4 – Review and Save. 491 491 492 -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. 279 +(% style="margin-left: 30.0px;" %) 280 +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. 493 493 494 -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. 282 +* 283 +** 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. 495 495 496 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 285 +(% style="margin-left: 30.0px;" %) 286 +[[image:attach:media_1443036194948.png||align="center"]] 497 497 498 -\\ 288 +(% style="margin-left: 30.0px;" %) 289 +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. 499 499 500 - [[image:attach:image2021-10-25_18-2-56.png||height="250"]] 291 +(% style="margin-left: 30.0px;" %) 292 +===== D. Create Email ===== 501 501 502 -\\ 294 +(% style="margin-left: 30.0px;" %) 295 +~1. Click "New action". 296 +2. Give the action a name and description (optional). 297 +3. Click "Next". 298 +4. Complete the fields as shown below. 299 +5. Click "Next". 503 503 504 504 (% style="margin-left: 30.0px;" %) 505 -= == ===302 +[[image:attach:media_1442946953775.png||align="center"]] 506 506 507 -{{id name="CreateEmailAction"/}} 508 - 509 509 (% style="margin-left: 30.0px;" %) 510 - ===ADDEMAIL ACTION===305 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 511 511 512 512 (% style="margin-left: 30.0px;" %) 513 - Tosenda transactionale-mailto a user,chooseEmail fromtheActionTypepull-down.308 +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.) 514 514 515 515 (% style="margin-left: 30.0px;" %) 516 - \\311 +Click "Next" to continue to Step 4 – Review and Save. 517 517 518 518 (% style="margin-left: 30.0px;" %) 519 -[[image:attach: image2021-10-25_18-6-13.png||width="794"]]314 +[[image:attach:media_1443035194695.png||align="center"]] 520 520 521 521 (% style="margin-left: 30.0px;" %) 522 - \\317 +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. 523 523 524 - When an email action is ineffect, the email will be sent to the specifiedtargetsegmenton thedesignateddomains andsectionsat the set frequency and priority level.319 +==== Step 4 – Review and Save ==== 525 525 526 - \\321 +[[image:attach:media_1446742842763.png||align="center"]] 527 527 528 - If you wishto cancel thechanges, clickthe"Cancel"button togo to thesegment listing page.323 +Review all of the information for your persona, and click "Save Persona" to save. 529 529 530 - \\325 +If you wish to make changes, click the "Back" button to move backward through the steps. 531 531 532 -== 533 - == 534 534 535 -{{id name="CreateTarget"/}} 536 536 537 -\\ 538 - 539 -\\ 540 - 541 -\\ 542 - 543 -\\ 544 - 545 -\\ 546 - 547 -\\ 548 - 549 -\\ 550 - 551 -\\ 552 - 553 -\\ 554 - 555 -\\ 556 - 557 -\\ 558 - 559 - 560 - 561 561 {{id name="End ScreenSteps Content"/}} 562 562 {{/layout-cell}} 563 563 ... ... @@ -654,3 +654,7 @@ 654 654 {{/layout-cell}} 655 655 {{/layout-section}} 656 656 {{/layout}} 425 + 426 +\\ 427 + 428 +\\
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