Changes for page Segment Manager

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

From version 23.1
edited by Admin
on 2022/03/31 15:01
Change comment: There is no comment for this version
To version 11.1
edited by Admin
on 2020/01/05 19:38
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
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1 -Segment Manager
1 +Utilities - Target Engine
Content
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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 the left hand side navigation bar, select Activation → Segment Manager :**
23 +From the Segment Manager menu, select Segment Manager:**
24 24  **
25 25  
26 - [[image:attach: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 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.
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" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
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 -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.
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, IP Address, Behavior tabs allow us to define the segment rules.
46 +=== CREATE A DEMOGRAPHIC SEGMENT ===
49 49  
50 -**1. Definition Tab:**
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 segment by giving it a name and a brief description.
50 +[[image:attach:segment-demos.png||height="250"]]
53 53  
54 -Title is a mandatory field. It should not be blank. Without providing title, you cannot navigate to 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 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.
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  
... ... @@ -163,224 +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: **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.
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 -(% class="wrapped" %)
183 -|(((
184 -**DEMOS**
185 -)))|(((
186 -**VALUE**
187 -)))|(((
188 -**Selects (KNOWN/UNKNOWN/BOTH)**
189 -)))
190 -|(((
191 -Any demo
192 -)))|(((
193 -ANY VALUE
194 -)))|(((
195 -KNOWN
196 -)))
197 -|(((
198 -E-mail DEMO
199 -)))|(((
200 -IS BLANK
201 -)))|(((
202 -BOTH
203 -)))
204 -|(((
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 +
205 205  \\
206 -)))|(((
207 -IS NOT BLANK
208 -)))|(((
209 -KNOWN
210 -)))
211 -|(% colspan="1" %)(% colspan="1" %)
212 -(((
122 +
123 +[[image:attach:Action-manager menu.png||width="800"]]
124 +
213 213  \\
214 -)))|(% colspan="1" %)(% colspan="1" %)
215 -(((
216 -\\
217 -)))|(% colspan="1" %)(% colspan="1" %)
218 -(((
219 -\\
220 -)))
221 -|(((
222 -**BEHAVIOR**
223 -)))|(((
224 -**VALUE**
225 -)))|(((
226 -**Selects (KNOWN/UNKNOWN/BOTH)**
227 -)))
228 -|(((
229 -Banner
230 -)))|(((
231 -Clicked/Viewed
232 -)))|(((
233 -BOTH
234 -)))
235 -|(((
236 -Content
237 -)))|(((
238 -Viewed
239 -)))|(((
240 -BOTH
241 -)))
242 -|(((
243 -EMAIL
244 -)))|(((
245 -Opened
246 -)))|(((
247 -KNOWN
248 -)))
249 -|(((
250 -\\
251 -)))|(((
252 -Clicked/Viewed
253 -)))|(((
254 -KNOWN
255 -)))
256 -|(((
257 -\\
258 -)))|(((
259 -Not clicked
260 -)))|(((
261 -KNOWN
262 -)))
263 -|(((
264 -Form
265 -)))|(((
266 -Completed
267 -)))|(((
268 -KNOWN
269 -)))
270 -|(((
271 -\\
272 -)))|(((
273 -Abandoned
274 -)))|(((
275 -BOTH
276 -)))
277 -|(((
278 -Package Status
279 -)))|(((
280 -\\
281 -)))|(((
282 -KNOWN
283 -)))
284 -|(((
285 -Package Transaction
286 -)))|(((
287 -\\
288 -)))|(((
289 -KNOWN
290 -)))
291 -|(((
292 -Quiz
293 -)))|(((
294 -Completed
295 -)))|(((
296 -BOTH
297 -)))
298 -|(((
299 -\\
300 -)))|(((
301 -Abandoned
302 -)))|(((
303 -BOTH
304 -)))
305 -|(((
306 -Source Code
307 -)))|(((
308 -Selected
309 -)))|(((
310 -KNOWN
311 -)))
312 -|(((
313 -Web
314 -)))|(((
315 -Viewed
316 -)))|(((
317 -BOTH
318 -)))
319 -|(((
320 -Product Transaction
321 -)))|(((
322 -Subscribed
323 -)))|(((
324 -KNOWN
325 -)))
326 -|(((
327 -\\
328 -)))|(((
329 -Currently Subscribed
330 -)))|(((
331 -KNOWN
332 -)))
333 -|(((
334 -\\
335 -)))|(((
336 -Not Subscribed
337 -)))|(((
338 -BOTH
339 -)))
340 -|(((
341 -\\
342 -)))|(((
343 -Unsubscribed
344 -)))|(((
345 -KNOWN
346 -)))
347 -|(((
348 -GEO
349 -)))|(((
350 -IS IN
351 -)))|(((
352 -BOTH
353 -)))
354 -|(((
355 -Engagement Metric
356 -)))|(((
357 -\\
358 -)))|(((
359 -KNOWN
360 -)))
361 361  
362 -**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.
363 363  
364 -Any action to be associated for segment targeting is defined in this tab.
129 +\\
365 365  
366 -Date range is a mandatory field (both start and end dates) to add any form of action. You can select any form of action from the dropdown. Once you provide action details, you can save the changes made.
131 +[[image:attach:action-manager.png||height="250"]]
367 367  
368 - [[image:attach:image2021-10-25_16-59-19.png||width="794"]]
133 +\\
369 369  
370 -== ==
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.
371 371  
372 -{{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 +\\
373 373  
374 -===
375 - ===
139 +[[image:attach:define-action.png||height="250"]]
376 376  
377 -{{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.
378 378  
379 -=== **ADD AN AD ACTION** ===
143 +=== **CREATE AN AD TARGET** ===
380 380  
381 381  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.
382 382  
383 -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.
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.
384 384  
385 385  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.
386 386  
... ... @@ -392,12 +392,8 @@
392 392  
393 393  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.
394 394  
395 -\\
159 +[[image:attach:Define-banner-target.png||height="250"]]
396 396  
397 - [[image:attach:image2021-10-25_17-16-33.png||width="794"]]
398 -
399 -\\
400 -
401 401  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.
402 402  
403 403  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.
... ... @@ -408,19 +408,14 @@
408 408  
409 409  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
410 410  
411 -===
412 - ===
171 +=== CREATE A POP-UP TARGET ===
413 413  
414 -{{id name="CreatePopupAction"/}}
173 +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.
415 415  
416 -=== ADD A POP-UP ACTION ===
175 +Choose Pop-Up from the Action pull-down at the top.
417 417  
418 -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.
177 +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.
419 419  
420 -Choose Pop-Up from the Action Type pull-down.
421 -
422 -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.
423 -
424 424  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.
425 425  
426 426  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.
... ... @@ -433,64 +433,36 @@
433 433  
434 434  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.
435 435  
436 -\\
191 +[[image:attach:pop-up-action.png||width="800"]]
437 437  
438 - [[image:attach:image2021-10-25_17-54-54.png||height="250"]]
439 -
440 -\\
441 -
442 442  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.
443 443  
444 444  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.
445 445  
446 -Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up).
197 +Last, define the pop-up.
447 447  
448 -Review your Action details and finally click Save to save it.
199 +ONEcount includes a simple pop-up builder that allows you to build a pop-up with buttons that link out to other actions like forms, web pages, etc.
449 449  
450 -\\
201 +Simply add the header or title for your pop-up, and then the text you want to appear in the box. Check the Display Opt out box if you want the pop-up to include an option to prevent future pop-ups. Choose how many action buttons you would like on the pop-up, and define the button text and the link that the user is sent to when they click on the button.
451 451  
452 -(% style="margin-left: 30.0px;" %)
453 -=== **ADD A SOCIAL TARGET ACTION** ===
203 +If you have pop-up code that your web team has built, you can click on the Custom HTML tab and paste your code in the box.
454 454  
455 -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.
205 +[[image:attach:custom-popup-box.png||width="800"]]
456 456  
457 -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.
207 +Click Next to review your Action definition, and finally Save to save it.
458 458  
459 -**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.
209 +This is an example of ONEcount's built-in pop-ups:
460 460  
461 -[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]]
211 +(% style="margin-left: 30.0px;" %)
212 +[[image:attach:media_1443033012905.png||align="center"]]
462 462  
463 -**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.
464 -
465 -[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
466 -
467 -\\
468 -
469 -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.
470 -
471 -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.
472 -
473 -[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
474 -
475 -\\
476 -
477 -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.
478 -
479 -\\
480 -
481 -[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
482 -
483 -\\
484 -
485 485  (% style="margin-left: 30.0px;" %)
486 -=== ===
215 +Note that the display opt-out will appear only if checked when creating the pop-up action.
487 487  
488 -{{id name="CreateRedirectAction"/}}
489 -
490 490  (% style="margin-left: 30.0px;" %)
491 -=== **ADD A REDIRECT ACTION** ===
218 +=== **CREATE A REDIRECT ACTION** ===
492 492  
493 -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.
220 +Choose redirect from the list of Actions. 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.
494 494  
495 495  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.
496 496  
... ... @@ -498,67 +498,61 @@
498 498  
499 499  \\
500 500  
501 - [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
228 +(% style="margin-left: 60.0px;" %)
229 +[[image:attach:media_1442947217827.png||align="center"]]
502 502  
503 -\\
231 +(% style="margin-left: 60.0px;" %)
232 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
504 504  
505 -(% style="margin-left: 30.0px;" %)
506 -=== ===
234 +(% style="margin-left: 60.0px;" %)
235 +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.)
507 507  
508 -{{id name="CreateEmailAction"/}}
237 +(% style="margin-left: 60.0px;" %)
238 +Click "Next" to continue to Step 4 – Review and Save.
509 509  
240 +(% style="margin-left: 60.0px;" %)
241 +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.
242 +
510 510  (% style="margin-left: 30.0px;" %)
511 -=== ADD EMAIL ACTION ===
244 +Click "Next" to continue to Step 4 – Review and Save.
512 512  
513 513  (% style="margin-left: 30.0px;" %)
514 -To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
247 +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.
515 515  
516 516  (% style="margin-left: 30.0px;" %)
517 -\\
250 +=== CREATE E-MAIL ACTION ===
518 518  
519 519  (% style="margin-left: 30.0px;" %)
520 -[[image:attach:image2021-10-25_18-6-13.png||width="794"]]
253 +To send a transactional e-mail to a user, choose Email from the Action pull-down.
521 521  
522 522  (% style="margin-left: 30.0px;" %)
523 -\\
256 +[[image:attach:media_1442946953775.png||align="center"]]
524 524  
525 - 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.
258 +(% style="margin-left: 30.0px;" %)
259 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
526 526  
527 -\\
261 +(% style="margin-left: 30.0px;" %)
262 +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.)
528 528  
529 -If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
264 +(% style="margin-left: 30.0px;" %)
265 +Click "Next" to continue to Step 4 – Review and Save.
530 530  
531 -\\
267 +(% style="margin-left: 30.0px;" %)
268 +[[image:attach:media_1443035194695.png||align="center"]]
532 532  
533 -==
534 - ==
270 +(% style="margin-left: 30.0px;" %)
271 +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.
535 535  
536 -{{id name="CreateTarget"/}}
273 +==== Step 4 – Review and Save ====
537 537  
538 -\\
275 +[[image:attach:media_1446742842763.png||align="center"]]
539 539  
540 -\\
277 +Review all of the information for your persona, and click "Save Persona" to save.
541 541  
542 -\\
279 +If you wish to make changes, click the "Back" button to move backward through the steps.
543 543  
544 -\\
545 545  
546 -\\
547 547  
548 -\\
549 -
550 -\\
551 -
552 -\\
553 -
554 -\\
555 -
556 -\\
557 -
558 -\\
559 -
560 -
561 -
562 562  {{id name="End ScreenSteps Content"/}}
563 563  {{/layout-cell}}
564 564  
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -66715724
1 +23331698
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/66715724/Segment Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331698/Utilities - Target Engine