Changes for page Segment Manager
Last modified by Admin User on 2025/01/24 16:21
From version 30.1
edited by Admin
on 2023/04/04 18:35
on 2023/04/04 18:35
Change comment:
There is no comment for this version
To version 34.1
edited by Admin User
on 2025/01/24 16:21
on 2025/01/24 16:21
Change comment:
There is no comment for this version
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... ... @@ -1,8 +1,6 @@ 1 1 {{layout}} 2 2 {{layout-section ac:type="two_right_sidebar"}} 3 3 {{layout-cell}} 4 - 5 - 6 6 {{id name="Start ScreenSteps Content"/}} 7 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. 8 8 ... ... @@ -18,24 +18,20 @@ 18 18 19 19 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. 20 20 21 -=== === 19 +=== === 22 22 23 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :** 24 -** 21 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager : 25 25 26 26 [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]] 27 27 28 -\\ 29 29 30 30 Under "User Defined Segments" tab, you will see a list of existing segments. 31 31 32 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. 33 33 34 -\\ 35 35 36 36 [[image:attach:image2021-10-25_15-11-53.png||height="250"]] 37 37 38 -\\ 39 39 40 40 [[image:attach:SegmentTableCharts2.png||width="794"]] 41 41 ... ... @@ -90,19 +90,15 @@ 90 90 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. 91 91 ))) 92 92 93 -\\ 94 - 95 95 If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown: 96 96 97 97 [[image:attach:SegmentUserAddedMsg.png||width="538"]] 98 98 99 -\\ 100 100 101 101 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. 102 102 103 103 [[image:attach:SegmentTableChartsDoc.png||width="794"]] 104 104 105 -\\ 106 106 107 107 Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment. 108 108 ... ... @@ -120,7 +120,6 @@ 120 120 121 121 [[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]] 122 122 123 -\\ 124 124 125 125 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. 126 126 ... ... @@ -128,7 +128,6 @@ 128 128 129 129 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). 130 130 131 -\\ 132 132 133 133 **2. Demographics Tab:** 134 134 ... ... @@ -136,13 +136,12 @@ 136 136 137 137 [[image:attach:image2021-10-25_15-51-28.png||width="794"]] 138 138 139 -=== === 127 +=== === 140 140 141 141 {{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. 142 142 143 143 [[image:attach:image2021-10-25_15-55-34.png||width="794"]] 144 144 145 -\\ 146 146 147 147 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. 148 148 ... ... @@ -154,13 +154,12 @@ 154 154 155 155 **~*~*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. 156 156 157 -\\ 158 158 159 159 **3. IP Address Tab:** 160 160 161 161 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. 162 162 163 -=== === 149 +=== === 164 164 165 165 {{id name="CreateAccountSegment"/}} 166 166 ... ... @@ -182,7 +182,6 @@ 182 182 183 183 If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment. 184 184 185 -\\ 186 186 187 187 4. **Behavior Tab:** 188 188 ... ... @@ -189,16 +189,15 @@ 189 189 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. 190 190 191 191 ((( 192 - \\177 + 193 193 ))) 194 194 195 -=== === 180 +=== === 196 196 197 -{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT \\182 +{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT 198 198 199 199 [[image:attach:image2021-10-25_16-35-1.png||width="794"]] 200 200 201 -\\ 202 202 203 203 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. 204 204 ... ... @@ -220,6 +220,8 @@ 220 220 221 221 **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. 222 222 207 +**Engagement Metric: **Users are selected based on the Engagement Metrics they have registered, such as webinar attendance, whitepaper downloads, etc. Please note that only SELECT and NUMERIC metrics appear here. 208 + 223 223 **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. 224 224 225 225 **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). ... ... @@ -228,12 +228,17 @@ 228 228 229 229 **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. 230 230 231 -**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:~/~/). Also, make sure that when you enter a URL, make sure you hit ENTER so that it is saved in blue in the URL box:217 +**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:~/~/). 232 232 219 + 233 233 [[image:attach:web-behavior-2.png||width="800"]] 234 234 235 -\\ 236 236 223 +**~*~**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. 224 + 225 +[[image:attach:add-url.png||height="121"]] 226 + 227 + 237 237 **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). 238 238 239 239 **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. ... ... @@ -242,6 +242,10 @@ 242 242 243 243 **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. 244 244 236 +**~*~**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. 237 + 238 +[[image:attach:add-url.png||height="121"]] 239 + 245 245 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.** 246 246 247 247 **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.** ... ... @@ -273,7 +273,7 @@ 273 273 BOTH 274 274 ))) 275 275 |((( 276 - \\271 + 277 277 )))|((( 278 278 IS NOT BLANK 279 279 )))|((( ... ... @@ -281,13 +281,13 @@ 281 281 ))) 282 282 |(% colspan="1" %)(% colspan="1" %) 283 283 ((( 284 - \\279 + 285 285 )))|(% colspan="1" %)(% colspan="1" %) 286 286 ((( 287 - \\282 + 288 288 )))|(% colspan="1" %)(% colspan="1" %) 289 289 ((( 290 - \\285 + 291 291 ))) 292 292 |((( 293 293 **BEHAVIOR** ... ... @@ -318,7 +318,7 @@ 318 318 KNOWN 319 319 ))) 320 320 |((( 321 - \\316 + 322 322 )))|((( 323 323 Clicked/Viewed 324 324 )))|((( ... ... @@ -325,7 +325,7 @@ 325 325 KNOWN 326 326 ))) 327 327 |((( 328 - \\323 + 329 329 )))|((( 330 330 Not clicked 331 331 )))|((( ... ... @@ -339,7 +339,7 @@ 339 339 KNOWN 340 340 ))) 341 341 |((( 342 - \\337 + 343 343 )))|((( 344 344 Abandoned 345 345 )))|((( ... ... @@ -348,7 +348,7 @@ 348 348 |((( 349 349 Package Status 350 350 )))|((( 351 - \\346 + 352 352 )))|((( 353 353 KNOWN 354 354 ))) ... ... @@ -355,7 +355,7 @@ 355 355 |((( 356 356 Package Transaction 357 357 )))|((( 358 - \\353 + 359 359 )))|((( 360 360 KNOWN 361 361 ))) ... ... @@ -381,7 +381,7 @@ 381 381 KNOWN 382 382 ))) 383 383 |((( 384 - \\379 + 385 385 )))|((( 386 386 Currently Subscribed 387 387 )))|((( ... ... @@ -388,7 +388,7 @@ 388 388 KNOWN 389 389 ))) 390 390 |((( 391 - \\386 + 392 392 )))|((( 393 393 Not Subscribed 394 394 )))|((( ... ... @@ -395,7 +395,7 @@ 395 395 BOTH 396 396 ))) 397 397 |((( 398 - \\393 + 399 399 )))|((( 400 400 Unsubscribed 401 401 )))|((( ... ... @@ -411,7 +411,7 @@ 411 411 |((( 412 412 Engagement Metric 413 413 )))|((( 414 - \\409 + 415 415 )))|((( 416 416 KNOWN 417 417 ))) ... ... @@ -426,11 +426,8 @@ 426 426 BOTH 427 427 ))) 428 428 429 -\\ 430 - 431 431 **~*~*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. 432 432 433 -\\ 434 434 435 435 **5. Action tab: ** 436 436 ... ... @@ -440,15 +440,16 @@ 440 440 441 441 [[image:attach:image2021-10-25_16-59-19.png||width="794"]] 442 442 443 -== == 435 +== == 444 444 445 445 {{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. 446 446 447 447 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. 448 448 449 -=== 450 - === 441 +=== === 451 451 443 +=== === 444 + 452 452 {{id name="CreateAdAction"/}} 453 453 454 454 === **ADD AN AD ACTION** === ... ... @@ -455,7 +455,7 @@ 455 455 456 456 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. 457 457 458 -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// 451 +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. 459 459 460 460 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. 461 461 ... ... @@ -467,14 +467,16 @@ 467 467 468 468 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. 469 469 470 -\\ 471 471 472 472 [[image:attach:image2021-10-25_17-16-33.png||width="794"]] 473 473 474 -\\ 475 475 476 476 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. 477 477 469 +**~*~**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. 470 + 471 +[[image:attach:add-url.png||height="121"]] 472 + 478 478 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. 479 479 480 480 * 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 ... ... @@ -483,9 +483,10 @@ 483 483 484 484 NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 485 485 486 -=== 487 - === 481 +=== === 488 488 483 +=== === 484 + 489 489 {{id name="CreatePopupAction"/}} 490 490 491 491 === ADD A POP-UP ACTION === ... ... @@ -494,7 +494,7 @@ 494 494 495 495 Choose Pop-Up from the Action Type pull-down. 496 496 497 -The next three options are Target Domain, Target Content and Section. These are used to// 493 +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. 498 498 499 499 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. 500 500 ... ... @@ -508,12 +508,13 @@ 508 508 509 509 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. 510 510 511 -\\ 512 512 513 513 [[image:attach:Action-Tab.png||width="600"]] 514 514 515 - \\510 +**~*~**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. 516 516 512 +[[image:attach:add-url.png||height="121"]] 513 + 517 517 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. 518 518 519 519 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. ... ... @@ -522,7 +522,6 @@ 522 522 523 523 Review your Action details and finally click Save to save it. 524 524 525 -\\ 526 526 527 527 (% style="margin-left: 30.0px;" %) 528 528 === **ADD A SOCIAL TARGET ACTION** === ... ... @@ -539,7 +539,6 @@ 539 539 540 540 [[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]] 541 541 542 -\\ 543 543 544 544 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. 545 545 ... ... @@ -547,18 +547,15 @@ 547 547 548 548 [[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]] 549 549 550 -\\ 551 551 552 552 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. 553 553 554 -\\ 555 555 556 556 [[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]] 557 557 558 -\\ 559 559 560 560 (% style="margin-left: 30.0px;" %) 561 -=== === 553 +=== === 562 562 563 563 {{id name="CreateRedirectAction"/}} 564 564 ... ... @@ -571,14 +571,12 @@ 571 571 572 572 As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 573 573 574 -\\ 575 575 576 576 [[image:attach:image2021-10-25_18-2-56.png||height="250"]] 577 577 578 -\\ 579 579 580 580 (% style="margin-left: 30.0px;" %) 581 -=== === 571 +=== === 582 582 583 583 {{id name="CreateEmailAction"/}} 584 584 ... ... @@ -588,49 +588,33 @@ 588 588 (% style="margin-left: 30.0px;" %) 589 589 To send a transactional e-mail to a user, choose Email from the Action Type pull-down. 590 590 591 -(% style="margin-left: 30.0px;" %) 592 -\\ 593 593 594 594 (% style="margin-left: 30.0px;" %) 595 595 [[image:attach:image2021-10-25_18-6-13.png||width="794"]] 596 596 597 -(% style="margin-left: 30.0px;" %) 598 -\\ 599 599 600 600 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. 601 601 602 -\\ 603 603 604 604 If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page. 605 605 606 -\\ 607 607 608 -== 609 - == 592 +== == 610 610 594 +== == 595 + 611 611 {{id name="CreateTarget"/}} 612 612 613 -\\ 614 614 615 -\\ 616 616 617 -\\ 618 618 619 -\\ 620 620 621 -\\ 622 622 623 -\\ 624 624 625 -\\ 626 626 627 -\\ 628 628 629 -\\ 630 630 631 -\\ 632 632 633 -\\ 634 634 635 635 636 636 ... ... @@ -638,30 +638,18 @@ 638 638 {{/layout-cell}} 639 639 640 640 {{layout-cell}} 641 -{{panel title=" Search All Documentation:"}}615 +{{panel title=""}}{{/panel}} 642 642 617 +{{panel title=""}}{{/panel}} 643 643 644 -{{livesearch/}} 645 -{{/panel}} 646 - 647 -{{panel title="Search USER OPERATIONS Documentation:"}} 648 - 649 - 650 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 651 -{{/panel}} 652 - 653 653 {{panel title="On this page:"}} 654 - 655 - 656 656 {{toc/}} 657 657 {{/panel}} 658 658 659 659 {{panel title="More USER OPERATIONS Documentation"}} 660 -{{expand}} 661 - **Add Users 662 -** 624 +{{expand title="Click here to expand..."}} 625 + **Add Users** 663 663 664 -(% style="margin-left: 60.0px;" %) 665 665 666 666 667 667 (% style="margin-left: 60.0px;" %) ... ... @@ -670,7 +670,6 @@ 670 670 (% style="margin-left: 60.0px;" %) 671 671 [[doc:Pre-Import Checklist]] 672 672 673 -(% style="margin-left: 60.0px;" %) 674 674 675 675 676 676 (% style="margin-left: 60.0px;" %) ... ... @@ -707,26 +707,19 @@ 707 707 **Target Audience Segments** 708 708 709 709 (% style="margin-left: 60.0px;" %) 710 -(% style="color: rgb(0,51,102);" %) __ 711 -__ 671 +(% style="color:#003366" %) 712 712 713 -\\ 714 714 715 - \\674 + 716 716 {{/expand}} 717 717 {{/panel}} 718 718 719 -\\ 720 720 721 -\\ 722 722 723 -\\ 724 724 725 -\\ 726 726 727 -\\ 728 728 729 - \\683 + 730 730 {{/layout-cell}} 731 731 {{/layout-section}} 732 732 {{/layout}}
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