Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21

From 31.1 to 32.1 From 33.1 to 34.1

From version 32.1

edited by Admin
on 2023/04/04 18:15

Change comment: There is no comment for this version

To version 33.1

edited by Admin User
on 2024/09/26 09:49

Change comment: There is no comment for this version

Raw
Rendered

Summary

Page properties (2 modified, 0 added, 0 removed)

Details

Page properties

Author

@@ -1,1 +1,1 @@
--XWiki.Admin
++XWiki.admin

Content

@@ -1,8 +1,6 @@
  {{layout}}
  {{layout-section ac:type="two_right_sidebar"}}
  {{layout-cell}}
--
--
  {{id name="Start ScreenSteps Content"/}}
  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.
@@ -18,24 +18,20 @@
  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.
--===  ===
++===   ===
--{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :**
--**
++{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :
                                                             [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]]
--\\
  Under "User Defined Segments" tab, you will see a list of existing segments.
  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.
--\\
  [[image:attach:image2021-10-25_15-11-53.png||height="250"]]
--\\
  [[image:attach:SegmentTableCharts2.png||width="794"]]
@@ -90,19 +90,16 @@
  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.
  )))
--\\
  If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
  [[image:attach:SegmentUserAddedMsg.png||width="538"]]
--\\
  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.
  [[image:attach:SegmentTableChartsDoc.png||width="794"]]
--\\
  Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
@@ -120,7 +120,6 @@
  [[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]]
--\\
   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.
@@ -128,7 +128,6 @@
  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).
--\\
  **2. Demographics Tab:**
@@ -136,13 +136,12 @@
  [[image:attach:image2021-10-25_15-51-28.png||width="794"]]
--===  ===
++===   ===
  {{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.
  [[image:attach:image2021-10-25_15-55-34.png||width="794"]]
--\\
  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.
@@ -154,13 +154,12 @@
  **~*~*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.
--\\
  **3. IP Address Tab:**
  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.
--===  ===
++===   ===
  {{id name="CreateAccountSegment"/}}
@@ -182,7 +182,6 @@
  If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
--\\
 . **Behavior Tab:**
@@ -189,16 +189,15 @@
  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.
  (((
--\\
++
  )))
--===  ===
++===   ===
--{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT\\
++{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT
  [[image:attach:image2021-10-25_16-35-1.png||width="794"]]
--\\
  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.
@@ -220,6 +220,8 @@
  **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.
++**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.
++
  **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.
  **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).
@@ -230,17 +230,14 @@
  **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:~/~/).
--\\
  [[image:attach:web-behavior-2.png||width="800"]]
--\\
  **~*~**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.
  [[image:attach:add-url.png||height="121"]]
--\\
  **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).
@@ -285,7 +285,7 @@
  BOTH
  )))
  |(((
--\\
++
  )))|(((
  IS NOT BLANK
  )))|(((
@@ -293,13 +293,13 @@
  )))
  |(% colspan="1" %)(% colspan="1" %)
  (((
--\\
++
  )))|(% colspan="1" %)(% colspan="1" %)
  (((
--\\
++
  )))|(% colspan="1" %)(% colspan="1" %)
  (((
--\\
++
  )))
  |(((
  **BEHAVIOR**
@@ -330,7 +330,7 @@
  KNOWN
  )))
  |(((
--\\
++
  )))|(((
  Clicked/Viewed
  )))|(((
@@ -337,7 +337,7 @@
  KNOWN
  )))
  |(((
--\\
++
  )))|(((
  Not clicked
  )))|(((
@@ -351,7 +351,7 @@
  KNOWN
  )))
  |(((
--\\
++
  )))|(((
  Abandoned
  )))|(((
@@ -360,7 +360,7 @@
  |(((
  Package Status
  )))|(((
--\\
++
  )))|(((
  KNOWN
  )))
@@ -367,7 +367,7 @@
  |(((
  Package Transaction
  )))|(((
--\\
++
  )))|(((
  KNOWN
  )))
@@ -393,7 +393,7 @@
  KNOWN
  )))
  |(((
--\\
++
  )))|(((
  Currently Subscribed
  )))|(((
@@ -400,7 +400,7 @@
  KNOWN
  )))
  |(((
--\\
++
  )))|(((
  Not Subscribed
  )))|(((
@@ -407,7 +407,7 @@
  BOTH
  )))
  |(((
--\\
++
  )))|(((
  Unsubscribed
  )))|(((
@@ -423,7 +423,7 @@
  |(((
  Engagement Metric
  )))|(((
--\\
++
  )))|(((
  KNOWN
  )))
@@ -438,11 +438,9 @@
  BOTH
  )))
--\\
  **~*~*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.
--\\
  **5. Action tab: **
@@ -452,15 +452,16 @@
     [[image:attach:image2021-10-25_16-59-19.png||width="794"]]
--==  ==
++==   ==
  {{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.
  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.
--===
-- ===
++===   ===
++===   ===
++
  {{id name="CreateAdAction"/}}
  === **ADD AN AD ACTION** ===
@@ -467,7 +467,7 @@
  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.
--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.
++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.
  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.
@@ -479,11 +479,9 @@
  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.
--\\
     [[image:attach:image2021-10-25_17-16-33.png||width="794"]]
--\\
  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.
@@ -499,9 +499,10 @@
  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
--===
-- ===
++===   ===
++===   ===
++
  {{id name="CreatePopupAction"/}}
  === ADD A POP-UP ACTION ===
@@ -510,7 +510,7 @@
  Choose Pop-Up from the Action Type pull-down.
--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.
++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.
  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.
@@ -524,7 +524,6 @@
  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.
--\\
                   [[image:attach:Action-Tab.png||width="600"]]
@@ -540,7 +540,6 @@
  Review your Action details and finally click Save to save it.
--\\
  (% style="margin-left: 30.0px;" %)
  === **ADD A SOCIAL TARGET ACTION** ===
@@ -557,7 +557,6 @@
  [[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
--\\
  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.
@@ -565,18 +565,15 @@
  [[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
--\\
  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.
--\\
  [[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
--\\
  (% style="margin-left: 30.0px;" %)
--===  ===
++===   ===
  {{id name="CreateRedirectAction"/}}
@@ -589,14 +589,12 @@
  As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
--\\
     [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
--\\
  (% style="margin-left: 30.0px;" %)
--===  ===
++===   ===
  {{id name="CreateEmailAction"/}}
@@ -606,49 +606,33 @@
  (% style="margin-left: 30.0px;" %)
  To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
--(% style="margin-left: 30.0px;" %)
--\\
  (% style="margin-left: 30.0px;" %)
  [[image:attach:image2021-10-25_18-6-13.png||width="794"]]
--(% style="margin-left: 30.0px;" %)
--\\
             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.
--\\
  If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
--\\
--==
-- ==
++==   ==
++==   ==
++
  {{id name="CreateTarget"/}}
--\\
--\\
--\\
--\\
--\\
--\\
--\\
--\\
--\\
--\\
--\\
@@ -657,29 +657,21 @@
  {{layout-cell}}
  {{panel title="Search All Documentation:"}}
--
--
  {{livesearch/}}
  {{/panel}}
  {{panel title="Search USER OPERATIONS Documentation:"}}
--
--
  {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
  {{/panel}}
  {{panel title="On this page:"}}
--
--
  {{toc/}}
  {{/panel}}
  {{panel title="More USER OPERATIONS Documentation"}}
--{{expand}}
-- **Add Users
--**
++{{expand title="Click here to expand..."}}
++ **Add Users**
--(% style="margin-left: 60.0px;" %)
  (% style="margin-left: 60.0px;" %)
@@ -688,7 +688,6 @@
  (% style="margin-left: 60.0px;" %)
  [[doc:Pre-Import Checklist]]
--(% style="margin-left: 60.0px;" %)
  (% style="margin-left: 60.0px;" %)
@@ -725,26 +725,19 @@
  **Target Audience Segments**
  (% style="margin-left: 60.0px;" %)
--(% style="color: rgb(0,51,102);" %) __
--__
++(% style="color:#003366" %)
--\\
--\\
++
  {{/expand}}
  {{/panel}}
--\\
--\\
--\\
--\\
--\\
--\\
++
  {{/layout-cell}}
  {{/layout-section}}
  {{/layout}}