Changes for page Segment Manager

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

From 23.1 to 24.1 From 31.1 to 32.1

From version 24.1

edited by Admin
on 2022/03/31 15:07

Change comment: There is no comment for this version

To version 31.1

edited by Admin
on 2023/04/04 19:14

Change comment: There is no comment for this version

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Page properties (1 modified, 0 added, 0 removed)
Objects (1 modified, 0 added, 0 removed)
- Confluence.Code.ConfluencePageClass[0]

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Content

@@ -37,10 +37,73 @@
  \\
--[[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 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.
@@ -143,8 +143,10 @@
  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:
@@ -163,16 +163,32 @@
  **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:~/~/).
++\\
++
++[[image:attach:web-behavior-2.png||width="800"]]
++
++\\
++
++**~*~**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.
++
++[[image:attach:add-url.png||height="121"]]
++
++\\
++
  **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.
++
++**~*~**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.
++
++[[image:attach:add-url.png||height="121"]]
++
  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.**
@@ -291,20 +291,6 @@
  KNOWN
  )))
  |(((
--Quiz
--)))|(((
--Completed
--)))|(((
--BOTH
--)))
--|(((
--\\
--)))|(((
--Abandoned
--)))|(((
--BOTH
--)))
--|(((
  Source Code
  )))|(((
  Selected
@@ -360,6 +360,16 @@
  )))|(((
  KNOWN
  )))
++|(% colspan="1" %)(% colspan="1" %)
++(((
++Referrer
++)))|(% colspan="1" %)(% colspan="1" %)
++(((
++IS/CONTAINS
++)))|(% colspan="1" %)(% colspan="1" %)
++(((
++BOTH
++)))
  \\
@@ -379,6 +379,8 @@
  {{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.
++
  ===
   ===
@@ -408,6 +408,10 @@
  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.
++**~*~**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.
++
++[[image:attach:add-url.png||height="121"]]
++
  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.
  * 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
@@ -439,14 +439,18 @@
  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"]]
  \\
++**~*~**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.
++
++[[image:attach:add-url.png||height="121"]]
++
  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.
  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.

Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--77496620
++77496885

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/77496620/Segment Manager
++https://info.onecount.net//wiki/spaces/OD/pages/77496885/Segment Manager