Changes for page Segment Manager

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

From 22.1 to 23.1 From 30.1 to 31.1

From version 23.1

edited by Admin
on 2022/03/31 15:01

Change comment: There is no comment for this version

To version 30.1

edited by Admin
on 2023/04/04 18:35

Change comment: There is no comment for this version

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@@ -37,13 +37,76 @@
  \\
--[[image:attach:image2021-10-25_18-23-50.png||width="794"]]
++[[image:attach:SegmentTableCharts2.png||width="794"]]
++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:
++
++(% class="wrapped" %)
++|=(((
++Image
++)))|=(((
++Icon
++)))|=(((
++Feature description
++)))
++|(((
++pencil
++)))|(((
++(% class="content-wrapper" %)
++(((
++[[image:attach:pencil edit.png||thumbnail="true" width="40"]]
++)))
++)))|(((
++is for editing segment
++)))
++|(((
++trash can
++)))|(((
++(% class="content-wrapper" %)
++(((
++[[image:attach:trashcan delete.png||thumbnail="true" width="40"]]
++)))
++)))|(((
++is for deleting segment
++)))
++|(((
++add user
++)))|(((
++(% class="content-wrapper" %)
++(((
++[[image:attach:adduserSegment.png||thumbnail="true" width="40"]]
++)))
++)))|(((
++adds user to the segment
++)))
++|(((
++down-triangle
++)))|(((
++(% class="content-wrapper" %)
++(((
++[[image:attach:display data.png||thumbnail="true" width="40"]]
++)))
++)))|(((
++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.
++)))
++
  \\
++If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
++
++[[image:attach:SegmentUserAddedMsg.png||width="538"]]
++
++\\
++
++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.
++
++[[image:attach:SegmentTableChartsDoc.png||width="794"]]
++
++\\
++
  Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
--The new segment creation screen consists of total 5 tabs – Definition, Demographics (previously named as First Party), IP Address (previously named as Account based), Behavior, Action.
++The new segment creation screen consists of total 5 tabs – Definition, Demographics (previously named as First Party), IP Address (previously named as Account based), Behavior, Action. The panels are cumulative, meaning that in order for a user to be included in a segment, the rules on the Demographics, IP Address, and Behavior tabs must all match that user.
  Demographics, IP Address, Behavior tabs allow us to define the segment rules.
@@ -61,8 +61,10 @@
   A segment is a group of people. You can define that group based on any number of demographic criteria, ie., "who" the user is, or based on behavioral criteria, ie., "what" the user has done. You can also create an "IP addresses-based Segment.", which can also be called as account based segment.
--Give your segment a descriptive name. You can also add a brief description to the segment with more details. On this panel you will see an option to include only unknown users in this segment. Many of the segment selection criteria can apply to both unknown (ie., unidentified) and known (identified) users. By changing this option to "Yes," you are telling ONEcount to only select users who are unknown for this segment. (See segment impact chart below).
++Give your segment a descriptive name. You can also add a brief description to the segment with more details.
++On this panel you will see an option to include only unknown users in this segment. Many of the segment selection criteria can apply to both unknown (ie., unidentified) and known (identified) users. By changing this option to "Yes," you are telling ONEcount to only select users who are unknown for this segment. (See Segment Impact Matrix below).
++
  \\
  **2. Demographics Tab:**
@@ -87,7 +87,7 @@
  If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
--**~*~*NOTE: **E-mail is a special demographic field. Since demographic fields are part of a user's profile, a user who is unknown would not have any demographic information in the database. Therefore, when you select a demographic field as part of a segment definition, you are normally telling ONEcount you want known users included in this segment. ONEcount handles e-mail slightly differently. If you specify all users who have no e-mail address (ie., select e-mail but leave the Search Text box blank), ONEcount will automatically include unknown users in this segment. This is because a user who is unknown has no e-mail address. For further details, please see the segment impact chart below.
++**~*~*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.
  \\
@@ -141,8 +141,10 @@
  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.
--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.
++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.
++**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.
++
  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).
  There is a wide range of behavioral criteria that can be used for behavioral segments:
@@ -161,16 +161,20 @@
  **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.
--**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.
++**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:~/~/). Also, make sure that when you enter a URL, make sure you hit ENTER so that it is saved in blue in the URL box:
++[[image:attach:web-behavior-2.png||width="800"]]
++
++\\
++
  **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).
  **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.
--**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.
--
  **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.
++**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.
++
  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.**
  **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.**
@@ -289,20 +289,6 @@
  KNOWN
  )))
  |(((
--Quiz
--)))|(((
--Completed
--)))|(((
--BOTH
--)))
--|(((
--\\
--)))|(((
--Abandoned
--)))|(((
--BOTH
--)))
--|(((
  Source Code
  )))|(((
  Selected
@@ -358,7 +358,23 @@
  )))|(((
  KNOWN
  )))
++|(% colspan="1" %)(% colspan="1" %)
++(((
++Referrer
++)))|(% colspan="1" %)(% colspan="1" %)
++(((
++IS/CONTAINS
++)))|(% colspan="1" %)(% colspan="1" %)
++(((
++BOTH
++)))
++\\
++
++**~*~*NOTE: **Selecting "Only Unknown" on the first panel of the segment will cause any of the above options to be limited to unknowns. For example, e-mail is blank would return only unknowns, viewing a web page would be only unknowns, etc.
++
++\\
++
  **5. Action tab: **
  Any action to be associated for segment targeting is defined in this tab.
@@ -371,6 +371,8 @@
  {{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.
++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.
++
  ===
   ===
@@ -431,11 +431,11 @@
  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.
--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.
++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.
  \\
--                 [[image:attach:image2021-10-25_17-54-54.png||height="250"]]
++                 [[image:attach:Action-Tab.png||width="600"]]
  \\

Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--66715724
++77496884

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/66715724/Segment Manager
++https://info.onecount.net//wiki/spaces/OD/pages/77496884/Segment Manager