Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 26.1
edited by rijo
on 2022/12/15 06:22
Change comment: includes images and description for segment charts
To version 22.1
edited by Admin
on 2022/03/31 14:55
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
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1 -XWiki.rijo
1 +XWiki.Admin
Content
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37 37  
38 38  \\
39 39  
40 -\\
40 +[[image:attach:image2021-10-25_18-23-50.png||width="794"]]
41 41  
42 -[[image:attach:SegmentsKnownUnknown3.png||width="794"]]
43 -
44 -The list of segments created contains three columns.  It can be viewed through Activation > Segment Manager.  The first column is Segment ID, the second shows Segment Name, and the third is a collection of icons with the following features:
45 -
46 -|=(((
47 -Image
48 -)))|=(((
49 -Icon
50 -)))|=(((
51 -Feature description
52 -)))
53 -|(((
54 -pencil
55 -)))|(((
56 -(% class="content-wrapper" %)
57 -(((
58 -[[image:attach:pencil edit.png||thumbnail="true" width="40"]]
59 -)))
60 -)))|(((
61 -is for editing segment
62 -)))
63 -|(((
64 -trash can
65 -)))|(((
66 -(% class="content-wrapper" %)
67 -(((
68 -[[image:attach:trashcan delete.png||thumbnail="true" width="40"]]
69 -)))
70 -)))|(((
71 -is for deleting segment
72 -)))
73 -|(((
74 -add user
75 -)))|(((
76 -(% class="content-wrapper" %)
77 -(((
78 -[[image:attach:adduserSegment.png||thumbnail="true" width="40"]]
79 -)))
80 -)))|(((
81 -adds user to the segment
82 -)))
83 -|(((
84 -downward triangle
85 -)))|(((
86 -(% class="content-wrapper" %)
87 -(((
88 -[[image:attach:display data.png||thumbnail="true" width="40"]]
89 -)))
90 -)))|(((
91 -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 of the Effective Date.  At the bottom right is a graph with data for the last 7 days for Knowns and Unknowns.
92 -)))
93 -
94 94  \\
95 95  
96 -If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
97 -
98 -[[image:attach:SegmentUserAddedMsg.png||width="538"]]
99 -
100 -\\
101 -
102 102  Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
103 103  
104 -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.
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.
105 105  
106 106  Demographics, IP Address, Behavior tabs allow us to define the segment rules.
107 107  
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119 119  
120 120   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.
121 121  
122 -Give your segment a descriptive name. You can also add a brief description to the segment with more details.
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).
123 123  
124 -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).
125 -
126 126  \\
127 127  
128 128  **2. Demographics Tab:**
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147 147  
148 148  If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
149 149  
150 -**~*~*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.
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.
151 151  
152 152  \\
153 153  
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201 201  
202 202  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.
203 203  
204 -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.
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.
205 205  
206 -**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.
207 -
208 208  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).
209 209  
210 210  There is a wide range of behavioral criteria that can be used for behavioral segments:
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229 229  
230 230  **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.
231 231  
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.
171 +
232 232  **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. 
233 233  
234 -**Referrer**: You can specify URL(s) that serve as a starting point, for an action to be triggered on the target domain (specified in the 'Action' tab). Multiple URLs can be entered in the URL field.  The URL is a web address - either its domain (www.Domain.com) or subdomain (.com).  The 'Action' field has two choices and is used to indicate if the URL values are to be considered as given (you choose 'IS'), or contains a part of it (you choose 'CONTAINS'). The Referrer URL can essentially be used to execute actions defined in the 'Action' tab.  This helps in targeting users specified by the Referrer.  For instance, if you put in '.com' in the URL field, and the target header (Action tab) had 'www.testMe.com' with 'Popup' as the Action Type, what happens is that if the user is currently visiting a webpage that contains '.com' in its URL, then clicks a link that takes them to 'www.Domain.com/testMe.html' the specified popup will show on the Target Domain. 
235 -
236 236  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.**
237 237  
238 238  **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.**
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241 241  
242 242  The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
243 243  
244 -(% class="wrapped" %)
245 245  |(((
246 246  **DEMOS**
247 247  )))|(((
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281 281  \\
282 282  )))
283 283  |(((
284 -**BEHAVIOR**
221 +**//BEHAVIOR//**
285 285  )))|(((
286 -**VALUE**
223 +**//VALUE//**
287 287  )))|(((
288 -**Selects (KNOWN/UNKNOWN/BOTH)**
225 +//Selects **(KNOWN/UNKNOWN/BOTH)**//
289 289  )))
290 290  |(((
291 291  Banner
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351 351  KNOWN
352 352  )))
353 353  |(((
291 +Quiz
292 +)))|(((
293 +Completed
294 +)))|(((
295 +BOTH
296 +)))
297 +|(((
298 +\\
299 +)))|(((
300 +Abandoned
301 +)))|(((
302 +BOTH
303 +)))
304 +|(((
354 354  Source Code
355 355  )))|(((
356 356  Selected
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406 406  )))|(((
407 407  KNOWN
408 408  )))
409 -|(% colspan="1" %)(% colspan="1" %)
410 -(((
411 -Referrer
412 -)))|(% colspan="1" %)(% colspan="1" %)
413 -(((
414 -IS/CONTAINS
415 -)))|(% colspan="1" %)(% colspan="1" %)
416 -(((
417 -BOTH
418 -)))
419 419  
420 -\\
421 -
422 -**~*~*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.
423 -
424 -\\
425 -
426 426  **5. Action tab: **
427 427  
428 428  Any action to be associated for segment targeting is defined in this tab.
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435 435  
436 436  {{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.
437 437  
438 -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.
439 -
440 440  ===
441 441   ===
442 442  
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496637
1 +66715722
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496637/Segment Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/66715722/Segment Manager