Changes for page Segment Manager
Last modified by Admin User on 2025/01/24 16:21
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... ... @@ -1,1 +1,1 @@ 1 - Utilities - TargetEngine(v12.x)1 +Segment Manager - Author
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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 totoquickly 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 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**. 9 9 10 10 === Please Note: === 11 11 ... ... @@ -15,207 +15,448 @@ 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 -=== OPENINGTHE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW===21 +=== === 19 19 20 -=== Select UTILITIES from the main menu. === 23 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :** 24 +** 21 21 22 -[[image:attach: media_1436816640442.png||align="center"]]26 + [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]] 23 23 24 - === Select TARGETING ENGINE from the sub-menu. ===28 +\\ 25 25 26 - [[image:attach:media_1436816664853.png||align="center"]]30 +Under "User Defined Segments" tab, you will see a list of existing segments. 27 27 28 - ThiswillopentheTargetingAutomation&Personalization(TAP)windowdisplayingalistofxistingpersonas,ifany,asshown below.32 +Each segment created, is listed here and has edit and delete functionality available just next to it. The overview of the segment (effective date, action, segment size, stats for known and unknown users) is available on click of arrow button next to each segment. 29 29 30 - [[image:attach:media_1436816784643.png||align="center"]]34 +\\ 31 31 32 - Expandingthedetails of a persona will show youthetarget segment and actions for that persona.(See screenshot below.)36 +[[image:attach:image2021-10-25_15-11-53.png||height="250"]] 33 33 34 - [[image:attach:media_1437059609834.png||align="center"]]38 +\\ 35 35 36 - Clickingon the"i" (information) icon will display a pop-upthdetails of the action to perform, as shown below.40 +[[image:attach:image2021-10-25_18-23-50.png||width="794"]] 37 37 38 - [[image:attach:media_1437064543783.png||align="center"]]42 +\\ 39 39 40 - ===CREATEANEWPERSONA===44 +Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment. 41 41 42 - ===Click"Create Persona"button===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. 43 43 44 - [[image:attach:media_1437064785909.png||align="center"]]48 +Demographics, IP Address, Behavior tabs allow us to define the segment rules. 45 45 46 - This will open the Profile window, which is Step 1increating the persona.50 +**1. Definition Tab:** 47 47 48 - You moveorwardthroughthecreationprocessbyclicking"Next"ateach step,andyou canmoveback to the previous stepbyclicking "Back".52 +Define your segment by giving it a name and a brief description. 49 49 50 - **Notethatifyouclickthe"Back"button,the stepyouwere working onwon'tbe saved. All stepsare savedonlyatStep4: Reviewand Save.**54 +Title is a mandatory field. It should not be blank. Without providing title, you cannot navigate to other tabs. 51 51 52 - === Step1–Profile===56 +Description is an optional field and can have any types of values. 53 53 54 -[[image:attach: media_1437065487760.png||align="center"]]58 +[[image:attach:image2021-10-25_15-42-47.png||width="794"]] 55 55 56 - Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button.60 +\\ 57 57 58 - ===Step2–Segment===62 + 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. 59 59 60 - A "Segment" is a subgroup of your user universe that you wish to target with a specific action.64 +\\ 61 61 62 - Youcan define a target segment by User – including Product,Demographics,Source Code, Newsletter, or Webfilters – or by Account.66 +**2. Demographics Tab:** 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 +If you click the "Demographics" tab, you will have the opportunity to define demographic characteristics for the segment. Multiple rules can be added with And/OR conditions as per requirements. 69 69 70 - See directions for creatinga segment ofall users, both knownand unkown,in //**B. Segment by Account**// below.70 +[[image:attach:image2021-10-25_15-51-28.png||width="794"]] 71 71 72 - Youmayselect multiple filters and multiple options within filters.72 +=== === 73 73 74 -= ==A.Segment byUser===74 +{{id name="CreateDemoSegment"/}}CREATE A DEMOGRAPHIC SEGMENTDefine demographic rules of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment. 75 75 76 -[[image:attach: media_1437075145033.png||align="center"]]76 +[[image:attach:image2021-10-25_15-55-34.png||width="794"]] 77 77 78 - The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option.78 +\\ 79 79 80 - Notice the"AND"/"OR"logic thatcanbe usedtojoindifferentfiltersforthesegment. Multipleselections//within//afilteruse"OR" logic.80 +If you choose a demographic question that has a multiple choice response, simply click in the search text 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. 81 81 82 - **To addadditionalcriteriato a segment, click the"And"or"Or"button.**82 +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. 83 83 84 -In th eexampleabove,the targeted segmentis allusers who:84 +In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example. 85 85 86 - A.are NOT ("Without")new//OR//renewalsubscribers,withaproductstatusof Qualified Print//OR// QualifiedDigital//OR//Non-QualifiedDigital,to the Magazine//OR//Digital Editionproduct;86 +If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment. 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 +\\ 92 92 93 -** Thatis,all users who fit criteriaAAND fit eithercriteria B OR C** * Notice theseparator line when AND isselected.90 +**3. IP Address Tab:** 94 94 95 - ===B.Segment byAccount===92 +The IP address-based segment can be created and targeted by providing the intended IP addresses here. There is no limit on number of IP addresses that can be added here. 96 96 97 - [[image:attach:media_1437079883697.png||align="center"]]94 +=== === 98 98 99 - Version 11.6 andlaterhavedded functionality that allows you to target segments byAccount– 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-insthat help in retrieving, rendering and interacting with Web content.96 +{{id name="CreateAccountSegment"/}} 100 100 98 +(% style="margin-left: 30.0px;" %) 99 +=== CREATE AN IP Address-BASED SEGMENT === 100 + 101 +(% style="margin-left: 30.0px;" %) 102 +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. 103 + 104 + [[image:attach:image2021-10-25_16-57-14.png||width="794"]] 105 + 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. 102 102 103 103 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... 104 104 105 -Note that onlyORlogic isusedin Accountsegmentingand thatyou can enter multiple IP addresses and user agents in each field.110 +Note that in IP Address based segmenting you can enter multiple IP addresses and user agents in each field. 106 106 107 -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. 112 +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===114 +If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment. 110 110 111 - "Action" is where you define the action to be taken for the identified segment, e.g. a website pop-up or ad targeting.116 +\\ 112 112 113 - Typesof Actions include: Pop-Up, Redirect,AdTarget, Email118 +4. **Behavior Tab:** 114 114 115 - Youcanuse anyexistingactionsbyclickinginhe"SelectActions"fieldandselectingtheaction(seescreenshotbelow)orcreateanewaction(seeA-D below).120 +If you would like to add behavioral characteristics to your segment (ie., Pediatricians who live in Arizona and have read at least two articles on pain), click on the Behavior tab. 116 116 117 - [[image:attach:media_1442601673145.png||align="center"]]122 +\\ 118 118 119 - Hover overan actionto see details (see screenshot below).124 +[[image:attach:image2021-10-25_16-35-1.png||width="794"]] 120 120 121 - [[image:attach:media_1442602167866.png||align="center"]]126 +\\ 122 122 123 - ===A.CreatePop-Up===128 +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. 124 124 125 -~1. Click "New action". 126 - 2. Give the action a name and description (optional). 127 - 3. Click "Next". 128 - 4. Complete the fields as shown below. 129 - 5. Click "Next". 130 +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. 130 130 131 - [[image:attach:media_1442611132544.png||align="center"]]132 +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. 132 132 133 - Upon clicking "Next",you'llhave anopportunitytoreview the action and"Save"orgo "Back"tomakechanges.134 +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. 134 134 135 - Uponclicking "Save",you'll be returned tothe"Defineaction totake"windowwhereyou'llsee thename ofthesavedaction intheactionfield.(Seebelow.)136 +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). 136 136 137 - Click"Next"tocontinue to Step4–ReviewandSave.138 +There is a wide range of behavioral criteria that can be used for behavioral segments: 138 138 139 - [[image:attach:media_1443034475680.png||align="center"]]140 +**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). 140 140 141 - When a pop-up actionisineffect,apop-up will appearforthespecifiedtargetsegmenttheesignateddomains andsectionsatthe set frequencyandprioritylevel.Please seeexamplebelow.142 +**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. 142 142 143 - [[image:attach:media_1443033012905.png||align="center"]]144 +**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. 144 144 145 - Notethat thedisplayopt-outwill appearonlyif checked whencreatingthepop-upaction.146 +**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. 146 146 147 - ===B. CreateRedirect===148 +**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. The selected date range will query on Request Date (Not Transaction Date). 148 148 149 -~1. Click "New action". 150 - 2. Give the action a name and description (optional). 151 - 3. Click "Next". 152 - 4. Complete the fields as shown below. 153 - 5. Click "Next". 150 +**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. 154 154 155 - [[image:attach:media_1442947217827.png||align="center"]]152 +**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. 156 156 157 -U ponclicking"Next",you'llhaveanopportunitytoreviewtheactionand"Save"oro"Back"tomakechanges.154 +**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. 158 158 159 - Uponclicking"Save",you'llbereturned tothe"Defineactionto take"window where'llsee the nameof the saved action in the actionfield.(See below.)156 +**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). 160 160 161 - Click"Next"to continue toStep4–Review andSave.158 +**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. 162 162 163 - Whenadirectisin effect,theredirectwilloccur for the specified targetsegmentin thedesignateddomainsandsections at thesetfrequencyandpriority level. Thereis user no opt-outoption for this action.160 +**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. 164 164 165 - ===C.CreateAd Target===162 +**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. 166 166 167 - Inorderforadtargetingtowork,thedcodeonyour siteustbe updatedsothatit willaccept andprocess KeyandValuevariables. GCN will provideyou with thecorrectcode.164 +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.** 168 168 169 -~1. Click "New action". 170 - 2. Give the action a name and description (optional). 171 - 3. Click "Next". 172 - 4. Complete the fields as shown below. 173 - 5. Click "Next". 166 +**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.** 174 174 175 - [[image:attach:media_1446742365693.png||align="center"]]168 +\\ 176 176 177 - Uponclicking "Next", you'll have an opportunity toreview the actionand "Save" or go "Back"to makechanges.170 +**5. Action tab: ** 178 178 179 - Upon clicking "Save", you'll be returnedtothe"Defineaction to take" windowwhereyou'llsee the nameofthesaved action intheactionfield.(Seebelow.)172 +Any action to be associated for segment targeting is defined in this tab. 180 180 181 - Click"Next"tocontinue toStep4–ReviewandSave.174 +Date range is a mandatory field (both start and end dates) to add any form of action. You can select any form of action from the dropdown. Once you provide action details, you can save the changes made. 182 182 183 - Whenanadtargetis in effect, only thoseads specified by Key and Value will display for the specified target segment on the designated domains andsections at the set frequency and priority level. There is user no opt-out option for this action.176 + [[image:attach:image2021-10-25_16-59-19.png||width="794"]] 184 184 185 - *InRevive/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.178 +== == 186 186 187 - [[image:attach:media_1443036194948.png||align="center"]]180 +{{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. 188 188 189 -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. 182 +=== 183 + === 190 190 191 - ===D.CreateEmail ===185 +{{id name="CreateAdAction"/}} 192 192 193 -~1. Click "New action". 194 - 2. Give the action a name and description (optional). 195 - 3. Click "Next". 196 - 4. Complete the fields as shown below. 197 - 5. Click "Next". 187 +=== **ADD AN AD ACTION** === 198 198 199 - [[image:attach:media_1442946953775.png||align="center"]]189 +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. 200 200 201 - Upon clicking"Next", you'll haveanopportunityto reviewtheaction and"Save"orgo"Back"to makechanges.191 +In the screen below, you'll see the options for an Ad Target. The first three options are Target Domain and Target Content, Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference. 202 202 203 - Upon clicking"Save", you'llbereturnedtothe"Defineaction to take"windowwhere you'llseethe name ofthesaved actionintheactionfield.(Seebelow.)193 +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. 204 204 205 - Click"Next"to continuetoStep4–Review andSave.195 +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. 206 206 207 - [[image:attach:media_1443035194695.png||align="center"]]197 +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. 208 208 209 -Whe nanemailactionis ineffect,the emailwill besent to the specified target segment onthedesignateddomainsandsections at the setfrequencyandprioritylevel. Thereis usero opt-outoptionforthisaction.199 +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. 210 210 211 - ===Step4– Review andSave===201 +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. 212 212 213 - [[image:attach:media_1446742842763.png||align="center"]]203 +\\ 214 214 215 - Reviewalloftheinformation for your persona,andclick "SavePersona"to save.205 + [[image:attach:image2021-10-25_17-16-33.png||width="794"]] 216 216 217 - If you wish to make changes, click the "Back" button to move backward through the steps.207 +\\ 218 218 209 +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. 219 219 211 +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. 220 220 213 +* 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 214 + 215 +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. 216 + 217 +NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 218 + 219 +=== 220 + === 221 + 222 +{{id name="CreatePopupAction"/}} 223 + 224 +=== ADD A POP-UP ACTION === 225 + 226 +You can also create a pop-up target for your segments. Any pop-up created under form-builder section od ONEcount cxan be used for pop-up action for segment. 227 + 228 +Choose Pop-Up from the Action Type pull-down. 229 + 230 +The next three options are Target Domain, Target Content and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference. 231 + 232 +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. 233 + 234 +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. 235 + 236 +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. 237 + 238 +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. 239 + 240 +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. 241 + 242 +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. 243 + 244 +\\ 245 + 246 + [[image:attach:image2021-10-25_17-54-54.png||height="250"]] 247 + 248 +\\ 249 + 250 +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. 251 + 252 +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. 253 + 254 +Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up). 255 + 256 +Review your Action details and finally click Save to save it. 257 + 258 +\\ 259 + 260 +(% style="margin-left: 30.0px;" %) 261 +=== **ADD A SOCIAL TARGET ACTION** === 262 + 263 +In order to target your users on social networks, ONEcount will need to log into the social network and create a segment containing the users you want to target. Once that segment is created, ONEcount will automatically populate the segment in the social platform as users qualify for that segment in ONEcount. 264 + 265 +To do this, ONEcount needs API access to your social account. This account should be the one you run your social ad campaigns through. You will need to provide the credentials for these accounts to the ONEcount team to configure your installation. Just open a ticket with our Help Desk and include the credentials and platform you would like to be connected to, and we''ll take care of it. 266 + 267 +**To advertise on Google**: Your account will need to meet the criteria mentioned in below link. We need API access that meets this criteria. If your account does not meet these criteria, we can send a file containing the hashed e-mails of users who fit into the segmnt, so that you can load the data into Google's Customer Match tool manually. 268 + 269 +[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]] 270 + 271 +**To advertise on LinkedIn**: Your account will need API access that has “Marketing Developer Platform” access. If your account does not have this capability, we can send a file containing the hashed e-mails of users who fit into the segment, so that you can load the data into LinkedIn's Matched Audience too manually. You can follow steps in below link to get “Marketing Developer Platform” access. 272 + 273 +[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]] 274 + 275 +\\ 276 + 277 +Choose Social Target from the list of Type of Action. You can select multiple social platforms in a single action as shown in below screenshot. Enter URL of target in Target URL field; this is the URL you want users to go to when they click on the ad in the social platform. ONEcount will generate a unique URL for each social platform. 278 + 279 +The URLs ONEcount generates will be the ones you place in the banner system on the social platform. When the user clicks on the URL, they will be sent to the URL you entered in this box, with two important advantages: 1) ONEcount will record the click and capture it for your analysis, and 2) if the user is known to ONEcount, the analytics will show the identity of the user who clicked–even if the link you enter here is not on your web site. 280 + 281 +[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]] 282 + 283 +\\ 284 + 285 +To get the URLs for pasting into the social system, go to your Segment List and expand the segment. The URLs will be shown. Simply click on the clip-board to the right and the URL will be copied to your browser's clipboard. 286 + 287 +\\ 288 + 289 +[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]] 290 + 291 +\\ 292 + 293 +(% style="margin-left: 30.0px;" %) 294 +=== === 295 + 296 +{{id name="CreateRedirectAction"/}} 297 + 298 +(% style="margin-left: 30.0px;" %) 299 +=== **ADD A REDIRECT ACTION** === 300 + 301 +Choose redirect from the list of Type of Action. The redirect action is very similar to the Pop-Up action, except that instead of displaying a pop-up message, ONEcount will redirect the user to a URL of your choosing. 302 + 303 +One use case for this might be users who have a subscription that is running out; you could create a segment of users whose subscription expires in the next 10 days, and target that segment with an Action that redirects them to your subscription form when they first come to your site. 304 + 305 +As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 306 + 307 +\\ 308 + 309 + [[image:attach:image2021-10-25_18-2-56.png||height="250"]] 310 + 311 +\\ 312 + 313 +(% style="margin-left: 30.0px;" %) 314 +=== === 315 + 316 +{{id name="CreateEmailAction"/}} 317 + 318 +(% style="margin-left: 30.0px;" %) 319 +=== ADD EMAIL ACTION === 320 + 321 +(% style="margin-left: 30.0px;" %) 322 +To send a transactional e-mail to a user, choose Email from the Action Type pull-down. 323 + 324 +(% style="margin-left: 30.0px;" %) 325 +\\ 326 + 327 +(% style="margin-left: 30.0px;" %) 328 +[[image:attach:image2021-10-25_18-6-13.png||width="794"]] 329 + 330 +(% style="margin-left: 30.0px;" %) 331 +\\ 332 + 333 + 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. 334 + 335 +\\ 336 + 337 +If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page. 338 + 339 +\\ 340 + 341 +== 342 + == 343 + 344 +{{id name="CreateTarget"/}} 345 + 346 +\\ 347 + 348 +\\ 349 + 350 +\\ 351 + 352 +\\ 353 + 354 +\\ 355 + 356 +\\ 357 + 358 +\\ 359 + 360 +\\ 361 + 362 +\\ 363 + 364 +\\ 365 + 366 +\\ 367 + 368 + 369 + 221 221 {{id name="End ScreenSteps Content"/}} 371 +{{/layout-cell}} 372 + 373 +{{layout-cell}} 374 +{{panel title="Search All Documentation:"}} 375 + 376 + 377 +{{livesearch/}} 378 +{{/panel}} 379 + 380 +{{panel title="Search USER OPERATIONS Documentation:"}} 381 + 382 + 383 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 384 +{{/panel}} 385 + 386 +{{panel title="On this page:"}} 387 + 388 + 389 +{{toc/}} 390 +{{/panel}} 391 + 392 +{{panel title="More USER OPERATIONS Documentation"}} 393 +{{expand}} 394 + **Add Users 395 +** 396 + 397 +(% style="margin-left: 60.0px;" %) 398 + 399 + 400 +(% style="margin-left: 60.0px;" %) 401 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]] 402 + 403 +(% style="margin-left: 60.0px;" %) 404 +[[doc:Pre-Import Checklist]] 405 + 406 +(% style="margin-left: 60.0px;" %) 407 + 408 + 409 +(% style="margin-left: 60.0px;" %) 410 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]] 411 + 412 +(% style="margin-left: 60.0px;" %) 413 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]] 414 + 415 +(% style="margin-left: 60.0px;" %) 416 +[[doc:Add Audience]] 417 + 418 +(% style="margin-left: 30.0px;" %) 419 +**Batch Operations** 420 + 421 +(% style="margin-left: 60.0px;" %) 422 +[[doc:Bulk Operation - How to Perform a Batch Delete]] 423 + 424 +(% style="margin-left: 60.0px;" %) 425 +[[doc:Bulk Operation - How to Perform a Batch Product Change]] 426 + 427 +(% style="margin-left: 60.0px;" %) 428 +[[doc:Bulk Operation - How to Perform a Batch Status Change]] 429 + 430 +(% style="margin-left: 60.0px;" %) 431 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]] 432 + 433 +(% style="margin-left: 60.0px;" %) 434 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]] 435 + 436 +(% style="margin-left: 60.0px;" %) 437 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]] 438 + 439 +(% style="margin-left: 30.0px;" %) 440 +**Target Audience Segments** 441 + 442 +(% style="margin-left: 60.0px;" %) 443 +(% style="color: rgb(0,51,102);" %) __ 444 +__ 445 + 446 +\\ 447 + 448 +\\ 449 +{{/expand}} 450 +{{/panel}} 451 + 452 +\\ 453 + 454 +\\ 455 + 456 +\\ 457 + 458 +\\ 459 + 460 +\\ 461 + 462 +\\ 463 +{{/layout-cell}} 464 +{{/layout-section}} 465 +{{/layout}}
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