Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 27.1
edited by rijo
on 2022/12/15 06:27
Change comment: There is no comment for this version
To version 24.1
edited by Admin
on 2022/03/31 15:07
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.  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 -(% class="wrapped" %)
47 -|=(((
48 -Image
49 -)))|=(((
50 -Icon
51 -)))|=(((
52 -Feature description
53 -)))
54 -|(((
55 -pencil
56 -)))|(((
57 -(% class="content-wrapper" %)
58 -(((
59 -[[image:attach:pencil edit.png||thumbnail="true" width="40"]]
60 -)))
61 -)))|(((
62 -is for editing segment
63 -)))
64 -|(((
65 -trash can
66 -)))|(((
67 -(% class="content-wrapper" %)
68 -(((
69 -[[image:attach:trashcan delete.png||thumbnail="true" width="40"]]
70 -)))
71 -)))|(((
72 -is for deleting segment
73 -)))
74 -|(((
75 -add user
76 -)))|(((
77 -(% class="content-wrapper" %)
78 -(((
79 -[[image:attach:adduserSegment.png||thumbnail="true" width="40"]]
80 -)))
81 -)))|(((
82 -adds user to the segment
83 -)))
84 -|(((
85 -downward triangle
86 -)))|(((
87 -(% class="content-wrapper" %)
88 -(((
89 -[[image:attach:display data.png||thumbnail="true" width="40"]]
90 -)))
91 -)))|(((
92 -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.
93 -)))
94 -
95 95  \\
96 96  
97 -If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
98 -
99 -[[image:attach:SegmentUserAddedMsg.png||width="538"]]
100 -
101 -\\
102 -
103 103  Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
104 104  
105 105  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.
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202 202  
203 203  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.
204 204  
205 -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.
146 +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.
206 206  
207 -**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.
208 -
209 209  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).
210 210  
211 211  There is a wide range of behavioral criteria that can be used for behavioral segments:
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230 230  
231 231  **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.
232 232  
172 +**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.
173 +
233 233  **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. 
234 234  
235 -**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. 
236 -
237 237  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.**
238 238  
239 239  **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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352 352  KNOWN
353 353  )))
354 354  |(((
294 +Quiz
295 +)))|(((
296 +Completed
297 +)))|(((
298 +BOTH
299 +)))
300 +|(((
301 +\\
302 +)))|(((
303 +Abandoned
304 +)))|(((
305 +BOTH
306 +)))
307 +|(((
355 355  Source Code
356 356  )))|(((
357 357  Selected
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407 407  )))|(((
408 408  KNOWN
409 409  )))
410 -|(% colspan="1" %)(% colspan="1" %)
411 -(((
412 -Referrer
413 -)))|(% colspan="1" %)(% colspan="1" %)
414 -(((
415 -IS/CONTAINS
416 -)))|(% colspan="1" %)(% colspan="1" %)
417 -(((
418 -BOTH
419 -)))
420 420  
421 421  \\
422 422  
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436 436  
437 437  {{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.
438 438  
439 -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.
440 -
441 441  ===
442 442   ===
443 443  
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496641
1 +77496620
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496641/Segment Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496620/Segment Manager