Changes for page Segment Manager
Last modified by Admin User on 2025/06/27 12:15
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... ... @@ -1,1 +1,1 @@ 1 -Utilities - Target Engine (v12.x)1 +Utilities - Target Engine - Author
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... ... @@ -1,1 +1,1 @@ 1 -XWiki.m elanie@one-count_com1 +XWiki.Admin - Content
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... ... @@ -1,11 +1,14 @@ 1 +{{layout}} 2 +{{layout-section ac:type="two_right_sidebar"}} 3 +{{layout-cell}} 1 1 2 2 3 3 {{id name="Start ScreenSteps Content"/}} 4 - (v. 11.6 and later) / Persona Manager (pre v. 11.6)is a powerful tool that allows to to quickly and easily define audiencesegments and target them with specificactions, 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. 5 5 6 - Version11.6andlater have added functionality that allows you to 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.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. 7 7 8 -The following lesson will provide details on how to use the TargetingEngine/ PersonaManager.11 +The following lesson will provide details on how to use the **Segment Manager**, **Action Manager**, and **Target Engine**. 9 9 10 10 === Please Note: === 11 11 ... ... @@ -15,200 +15,305 @@ 15 15 16 16 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. 17 17 18 -=== OPENING THE TARGETING AUTOMATION& PERSONALIZATION(TAP) WINDOW===21 +=== CREATING A NEW SEGMENT === 19 19 20 -=== Select UTILITIES from the main menu. === 23 +From the Segment Manager menu, select Segment Manager:** 24 +** 21 21 22 -[[image:attach:me dia_1436816640442.png||align="center"]]26 +[[image:attach:segment manager menu.png||width="800"]] 23 23 24 - === Select TARGETING ENGINE from the sub-menu. ===28 +\\ 25 25 26 - [[image:attach:media_1436816664853.png||align="center"]]30 +You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner. 27 27 28 - This will open the Targeting Automation& Personalization (TAP) window displayinga list ofexistingpersonas, if any, as shown below.32 +[[image:attach:manage segments.png||height="250"]] 29 29 30 - [[image:attach:media_1436816784643.png||align="center"]]34 +\\ 31 31 32 - Expandingthedetailsofapersonawillshow you thetarget segment andactionsforthatpersona.(Seescreenshotbelow.)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. 33 33 34 -[[image:attach:medi a_1437059609834.png||align="center"]]38 +[[image:attach:segment-definion.png||height="250"]] 35 35 36 - Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below.40 +\\ 37 37 38 - [[image:attach:media_1437064543783.png||align="center"]]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. 39 39 40 - ===CREATEANEWPERSONA===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. 41 41 42 -=== C lick"CreatePersona"button===46 +=== CREATE A DEMOGRAPHIC SEGMENT === 43 43 44 - [[image:attach:media_1437064785909.png||align="center"]]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. 45 45 46 - This will opentheProfilewindow, which isStep1 increatingthe persona.50 +[[image:attach:segment-demos.png||height="250"]] 47 47 48 - Youmoveforwardthroughthecreationprocessby clicking"Next"ateachstep,andyoucanmovebackto thepreviousstep byclicking"Back".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. 49 49 50 - **Notethat ifyouclick the"Back"button,thestepyou wereworkingon won'tbe saved. Allstepsare savedonlyatStep4: Review and Save.**54 +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. 51 51 52 - ===Step1–Profile===56 +In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example. 53 53 54 - [[image:attach:media_1437065487760.png||align="center"]]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. 55 55 56 - Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button.60 +\\ 57 57 58 - === Step 2 – Segment==62 +[[image:attach:segment-content.png||height="250"]] 59 59 60 - A"Segment"is asubgroupofyour user universe that youwishto targetwith apecificaction.64 +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. 61 61 62 - Youcan defineatarget segmentbyUser–includingProduct,Demographics,SourceCode,Newsletter,orWeb filters–orbyAccount.66 +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. 63 63 64 -**Product** – Allows you to segment based on a product subscription status 65 - **Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria 66 - **Source Code** – Allows you to segment based on assigned or not assigned Source Code 67 - **Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter 68 - **Web** – Allows you to segment based on whether a user has or has not visited a specified section or page on your web site. Note that this behavior-based filter needs to be used in conjunction with any of the other identity-based filters listed above (Product, Demographics, Source Code, Newsletter). 68 +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. 69 69 70 - Seedirectionsforcreatinga segmentofallusers,bothknownandunkown,in//**B.SegmentbyAccount**//below.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. 71 71 72 - You may select multiple filters andmultiple optionswithinfilters.72 +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). 73 73 74 - ===A.Segment byUser===74 +There is a wide range of behavioral criteria that can be used for behavioral segments: 75 75 76 - [[image:attach:media_1437075145033.png||align="center"]]76 +**Banner**: Users are selected based on the banner ads they have viewed on your site. The sub-category for Banners is Viewed or Clicked. Target is the name of the banner(s). 77 77 78 - The screenshot above isfromv.11.6.Priorversions donothavethe"With"/"Without"option.78 +**Content**: Users are selected based on the meta keywords contained on the pages a user visits. The sub-category for Content is Viewed or Clicked. Target is the content keyword. 79 79 80 - Noticethe"AND" / "OR"logichat can beusedtojoindifferentfiltersfor the segment.Multipleselections//within//afilteruse"OR" logic.80 +**Email**: Users are selected based on the emails (from your ONEcount-integrated ESP or ONEmail) that the user has engaged with. The sub-category for Email is Opened or Clicked. Target is the name or subject of the e-mail campaign. 81 81 82 -** To addadditionalcriteria toasegment,clickthe"And"or"Or" button.**82 +**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. 83 83 84 - Inthe example above,thetargetedsegment isall userswho: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. 85 85 86 - A.areNOT("Without")new//OR//renewalsubscribers,with aproduct statusofQualifiedPrint//OR//QualifiedDigital//OR//Non-QualifiedDigital,to theMagazine//OR//DigitalEditionproduct;86 +**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. 87 87 88 -**AND** 89 - B. have ('With") opened the "...ain Today" newsletter; 90 - **OR** 91 - C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics". 88 +**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. 92 92 93 -** Thatis,alluserswhofitcriteriaAAND fiteithercriteriaB OR C** * Noticethe separatorlinewhenANDisselected.90 +**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. 94 94 95 - ===B.Segment byAccount===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. 96 96 97 - [[image:attach:media_1437079883697.png||align="center"]]94 +**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. 98 98 99 - Version11.6 and laterhaveaddedfunctionalitythat allowsyou totargetsegments by Account – whichis IP AddressandUser Agent. A useragentis any software thatretrievesandpresents Web contentforendusers.User agentsinclude Webbrowsers,media players, and plug-ins that help inretrieving,rendering and interactingwithWeb content.96 +Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.** 100 100 98 +\\ 99 + 100 +(% style="margin-left: 30.0px;" %) 101 +=== CREATE AN ACCOUNT-BASED SEGMENT === 102 + 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. 105 + 106 +(% style="margin-left: 30.0px;" %) 101 101 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. 102 102 109 +(% style="margin-left: 30.0px;" %) 103 103 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... 104 104 112 +(% style="margin-left: 30.0px;" %) 105 105 Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field. 106 106 107 107 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. 108 108 109 -== =Step3–Action===117 +== **CREATE AN ACTION** == 110 110 111 - "Action"is where you define the action to be taken fortheidentifiedsegment, e.g. a website pop-up or ad targeting.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 112 112 113 - Types of Actions include: Pop-Up, Redirect, Ad Target, Email121 +\\ 114 114 115 - You can useny existingactions by clicking in the "SelectActions" fieldand selectingtheaction (see screenshotbelow) or create anew action(see A-D below).123 +[[image:attach:Action-manager menu.png||width="800"]] 116 116 117 - [[image:attach:media_1442601673145.png||align="center"]]125 +\\ 118 118 119 - Hoveroveranaction toseedetails(seescreenshotbelow).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. 120 120 121 - [[image:attach:media_1442602167866.png||align="center"]]129 +\\ 122 122 123 - === A. Create Pop-Up==131 +[[image:attach:action-manager.png||height="250"]] 124 124 133 +\\ 134 + 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. 136 + 137 +\\ 138 + 139 +[[image:attach:define-action.png||height="250"]] 140 + 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. 142 + 143 +=== **CREATE AN AD TARGET** === 144 + 145 +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. 146 + 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. 148 + 149 +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. 150 + 151 +ONEcount targets ads based on identity. ONEcount is saying in effect, for this specific person (as defined by the Segment linked to this Action), show this ad. Period. 152 + 153 +The Target Domain and Section options are used to limit this behavior. So what we are saying then is that for this specific person (as defined by the Segment linked to this Action) show this ad, but ONLY on these domains and in these specific sections of the site. 154 + 155 +Why would we do that? Generally, this is limitation is used because we want to target a user with one ad campaign on one site, and a different campaign on another site. 156 + 157 +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. 158 + 159 +[[image:attach:Define-banner-target.png||height="250"]] 160 + 161 +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. 162 + 163 +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. 164 + 165 +For example, say you wanted to target users who read stories about high school basketball. You could create a segment of users who viewed content tagged "high school boys basketball." You could then create three Key/Value pairs for the action you link to that segment: one for high school boys basketball, one for high school sports, and one for high school boys sports. You could then use Google Ad Manager or DFP to determine how the user is targeted and the prioritization of each banner. 166 + 167 +NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 168 + 169 +=== CREATE A POP-UP TARGET === 170 + 171 +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. 172 + 173 +Choose Pop-Up from the Action pull-down at the top. 174 + 175 +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. 176 + 177 +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. 178 + 179 +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. 180 + 181 +The Target Domain and Section options are used to limit this behavior. So what we are saying then is that for this specific person (as defined by the Segment linked to this Action) show this pop-up, but ONLY on these domains and in these specific sections of the site. 182 + 183 +Why would we do that? Generally, this is limitation is used because we want to target a user with pop-up campaign on one site, and a different campaign on another site. 184 + 185 +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. 186 + 187 +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. 188 + 189 +[[image:attach:pop-up-action.png||width="800"]] 190 + 191 +Next we determine the priority of this pop-up relative 192 + 193 +\\ 194 + 195 +(% style="margin-left: 30.0px;" %) 196 +===== A. Create Pop-Up ===== 197 + 198 +(% style="margin-left: 30.0px;" %) 125 125 ~1. Click "New action". 126 - 127 - 128 - 129 - 200 +2. Give the action a name and description (optional). 201 +3. Click "Next". 202 +4. Complete the fields as shown below. 203 +5. Click "Next". 130 130 205 +(% style="margin-left: 30.0px;" %) 131 131 [[image:attach:media_1442611132544.png||align="center"]] 132 132 208 +(% style="margin-left: 30.0px;" %) 133 133 Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 134 134 211 +(% style="margin-left: 30.0px;" %) 135 135 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.) 136 136 214 +(% style="margin-left: 30.0px;" %) 137 137 Click "Next" to continue to Step 4 – Review and Save. 138 138 217 +(% style="margin-left: 30.0px;" %) 139 139 [[image:attach:media_1443034475680.png||align="center"]] 140 140 220 +(% style="margin-left: 30.0px;" %) 141 141 When a pop-up action is in effect, a pop-up will appear for the specified target segment in the designated domains and sections at the set frequency and priority level. Please see example below. 142 142 223 +(% style="margin-left: 30.0px;" %) 143 143 [[image:attach:media_1443033012905.png||align="center"]] 144 144 226 +(% style="margin-left: 30.0px;" %) 145 145 Note that the display opt-out will appear only if checked when creating the pop-up action. 146 146 147 -=== B. Create Redirect === 229 +(% style="margin-left: 30.0px;" %) 230 +===== B. Create Redirect ===== 148 148 232 +(% style="margin-left: 60.0px;" %) 149 149 ~1. Click "New action". 150 - 151 - 152 - 153 - 234 +2. Give the action a name and description (optional). 235 +3. Click "Next". 236 +4. Complete the fields as shown below. 237 +5. Click "Next". 154 154 239 +(% style="margin-left: 60.0px;" %) 155 155 [[image:attach:media_1442947217827.png||align="center"]] 156 156 242 +(% style="margin-left: 60.0px;" %) 157 157 Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 158 158 245 +(% style="margin-left: 60.0px;" %) 159 159 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.) 160 160 248 +(% style="margin-left: 60.0px;" %) 161 161 Click "Next" to continue to Step 4 – Review and Save. 162 162 251 +(% style="margin-left: 60.0px;" %) 163 163 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. 164 164 165 -=== C. Create Ad Target === 254 +(% style="margin-left: 30.0px;" %) 255 +===== C. Create Ad Target ===== 166 166 257 +(% style="margin-left: 30.0px;" %) 167 167 In order for ad targeting to work, the ad code on your site must be updated so that it will accept and process Key and Value variables. GCN will provide you with the correct code. 168 168 260 +(% style="margin-left: 30.0px;" %) 169 169 ~1. Click "New action". 170 - 171 - 172 - 173 - 262 +2. Give the action a name and description (optional). 263 +3. Click "Next". 264 +4. Complete the fields as shown below. 265 +5. Click "Next". 174 174 267 +(% style="margin-left: 30.0px;" %) 175 175 [[image:attach:media_1446742365693.png||align="center"]] 176 176 270 +(% style="margin-left: 30.0px;" %) 177 177 Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 178 178 273 +(% style="margin-left: 30.0px;" %) 179 179 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.) 180 180 276 +(% style="margin-left: 30.0px;" %) 181 181 Click "Next" to continue to Step 4 – Review and Save. 182 182 279 +(% style="margin-left: 30.0px;" %) 183 183 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. 184 184 185 -* 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 numbers. 282 +* 283 +** 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 numbers. 186 186 285 +(% style="margin-left: 30.0px;" %) 187 187 [[image:attach:media_1443036194948.png||align="center"]] 188 188 288 +(% style="margin-left: 30.0px;" %) 189 189 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. 190 190 191 -=== D. Create Email === 291 +(% style="margin-left: 30.0px;" %) 292 +===== D. Create Email ===== 192 192 294 +(% style="margin-left: 30.0px;" %) 193 193 ~1. Click "New action". 194 - 195 - 196 - 197 - 296 +2. Give the action a name and description (optional). 297 +3. Click "Next". 298 +4. Complete the fields as shown below. 299 +5. Click "Next". 198 198 301 +(% style="margin-left: 30.0px;" %) 199 199 [[image:attach:media_1442946953775.png||align="center"]] 200 200 304 +(% style="margin-left: 30.0px;" %) 201 201 Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 202 202 307 +(% style="margin-left: 30.0px;" %) 203 203 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.) 204 204 310 +(% style="margin-left: 30.0px;" %) 205 205 Click "Next" to continue to Step 4 – Review and Save. 206 206 313 +(% style="margin-left: 30.0px;" %) 207 207 [[image:attach:media_1443035194695.png||align="center"]] 208 208 316 +(% style="margin-left: 30.0px;" %) 209 209 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. 210 210 211 -=== Step 4 – Review and Save === 319 +==== Step 4 – Review and Save ==== 212 212 213 213 [[image:attach:media_1446742842763.png||align="center"]] 214 214 ... ... @@ -219,3 +219,102 @@ 219 219 220 220 221 221 {{id name="End ScreenSteps Content"/}} 330 +{{/layout-cell}} 331 + 332 +{{layout-cell}} 333 +{{panel title="Search All Documentation:"}} 334 + 335 + 336 +{{livesearch/}} 337 +{{/panel}} 338 + 339 +{{panel title="Search USER OPERATIONS Documentation:"}} 340 + 341 + 342 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 343 +{{/panel}} 344 + 345 +{{panel title="On this page:"}} 346 + 347 + 348 +{{toc/}} 349 +{{/panel}} 350 + 351 +{{panel title="More USER OPERATIONS Documentation"}} 352 +{{expand}} 353 + **Add Users 354 +** 355 + 356 +(% style="margin-left: 60.0px;" %) 357 + 358 + 359 +(% style="margin-left: 60.0px;" %) 360 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]] 361 + 362 +(% style="margin-left: 60.0px;" %) 363 +[[doc:Pre-Import Checklist]] 364 + 365 +(% style="margin-left: 60.0px;" %) 366 + 367 + 368 +(% style="margin-left: 60.0px;" %) 369 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]] 370 + 371 +(% style="margin-left: 60.0px;" %) 372 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]] 373 + 374 +(% style="margin-left: 60.0px;" %) 375 +[[doc:Add Audience]] 376 + 377 +(% style="margin-left: 30.0px;" %) 378 +**Batch Operations** 379 + 380 +(% style="margin-left: 60.0px;" %) 381 +[[doc:Bulk Operation - How to Perform a Batch Delete]] 382 + 383 +(% style="margin-left: 60.0px;" %) 384 +[[doc:Bulk Operation - How to Perform a Batch Product Change]] 385 + 386 +(% style="margin-left: 60.0px;" %) 387 +[[doc:Bulk Operation - How to Perform a Batch Status Change]] 388 + 389 +(% style="margin-left: 60.0px;" %) 390 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]] 391 + 392 +(% style="margin-left: 60.0px;" %) 393 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]] 394 + 395 +(% style="margin-left: 60.0px;" %) 396 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]] 397 + 398 +(% style="margin-left: 30.0px;" %) 399 +**Target Audience Segments** 400 + 401 +(% style="margin-left: 60.0px;" %) 402 +(% style="color: rgb(0,51,102);" %) __ 403 +__ 404 + 405 +\\ 406 + 407 +\\ 408 +{{/expand}} 409 +{{/panel}} 410 + 411 +\\ 412 + 413 +\\ 414 + 415 +\\ 416 + 417 +\\ 418 + 419 +\\ 420 + 421 +\\ 422 +{{/layout-cell}} 423 +{{/layout-section}} 424 +{{/layout}} 425 + 426 +\\ 427 + 428 +\\
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/6 6930/Utilities - Target Engine(v12.x)1 +https://info.onecount.net//wiki/spaces/OD/pages/23331690/Utilities - Target Engine