Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 33.1
edited by Admin User
on 2024/09/26 10:49
Change comment: There is no comment for this version
To version 11.1
edited by Admin
on 2020/01/05 19:38
Change comment: There is no comment for this version

Summary

Details

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Title
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1 -Segment Manager
1 +Utilities - Target Engine
Parent
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1 -System Utilities
Author
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1 -XWiki.admin
1 +XWiki.Admin
Content
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 +
5 +
4 4  {{id name="Start ScreenSteps Content"/}}
5 -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.
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.
6 6  
7 7  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.
8 8  
9 -The following lesson will provide details on how to use the **Segment Manager**.
11 +The following lesson will provide details on how to use the **Segment Manager**, **Action Manager**, and **Target Engine**.
10 10  
11 11  === Please Note: ===
12 12  
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16 16  
17 17  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.
18 18  
19 -=== ===
21 +=== CREATING A NEW SEGMENT ===
20 20  
21 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :
23 +From the Segment Manager menu, select Segment Manager:**
24 +**
22 22  
23 - [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]]
26 +[[image:attach:segment manager menu.png||width="800"]]
24 24  
28 +\\
25 25  
26 -Under "User Defined Segments" tab, you will see a list of existing segments.
30 +You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
27 27  
28 -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.
32 +[[image:attach:manage segments.png||height="250"]]
29 29  
34 +\\
30 30  
31 -[[image:attach:image2021-10-25_15-11-53.png||height="250"]]
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.
32 32  
38 +[[image:attach:segment-definion.png||height="250"]]
33 33  
34 -[[image:attach:SegmentTableCharts2.png||width="794"]]
40 +\\
35 35  
36 -The list of segments created contains three columns.  The first column is Segment ID, the second shows Segment Name, and the third is a collection of icons with the following features:
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.
37 37  
38 -(% class="wrapped" %)
39 -|=(((
40 -Image
41 -)))|=(((
42 -Icon
43 -)))|=(((
44 -Feature description
45 -)))
46 -|(((
47 -pencil
48 -)))|(((
49 -(% class="content-wrapper" %)
50 -(((
51 -[[image:attach:pencil edit.png||thumbnail="true" width="40"]]
52 -)))
53 -)))|(((
54 -is for editing segment
55 -)))
56 -|(((
57 -trash can
58 -)))|(((
59 -(% class="content-wrapper" %)
60 -(((
61 -[[image:attach:trashcan delete.png||thumbnail="true" width="40"]]
62 -)))
63 -)))|(((
64 -is for deleting segment
65 -)))
66 -|(((
67 -add user
68 -)))|(((
69 -(% class="content-wrapper" %)
70 -(((
71 -[[image:attach:adduserSegment.png||thumbnail="true" width="40"]]
72 -)))
73 -)))|(((
74 -adds user to the segment
75 -)))
76 -|(((
77 -down-triangle
78 -)))|(((
79 -(% class="content-wrapper" %)
80 -(((
81 -[[image:attach:display data.png||thumbnail="true" width="40"]]
82 -)))
83 -)))|(((
84 -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.
85 -)))
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.
86 86  
46 +=== CREATE A DEMOGRAPHIC SEGMENT ===
87 87  
88 -If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
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.
89 89  
90 -[[image:attach:SegmentUserAddedMsg.png||width="538"]]
50 +[[image:attach:segment-demos.png||height="250"]]
91 91  
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.
92 92  
93 -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.
94 -
95 -[[image:attach:SegmentTableChartsDoc.png||width="794"]]
96 -
97 -
98 -Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
99 -
100 -The new segment creation screen consists of total 5 tabs – Definition, Demographics (previously named as First Party), IP Address (previously named as Account based), Behavior, Action. The panels are cumulative, meaning that in order for a user to be included in a segment, the rules on the Demographics, IP Address, and Behavior tabs must all match that user.
101 -
102 -Demographics, IP Address, Behavior tabs allow us to define the segment rules.
103 -
104 -**1. Definition Tab:**
105 -
106 -Define your segment by giving it a name and a brief description.
107 -
108 -Title is a mandatory field. It should not be blank. Without providing title, you cannot navigate to other tabs.
109 -
110 -Description is an optional field and can have any types of values.
111 -
112 -[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]]
113 -
114 -
115 - 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.
116 -
117 -Give your segment a descriptive name. You can also add a brief description to the segment with more details.
118 -
119 -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).
120 -
121 -
122 -**2. Demographics Tab:**
123 -
124 -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.
125 -
126 -[[image:attach:image2021-10-25_15-51-28.png||width="794"]]
127 -
128 -=== ===
129 -
130 -{{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.
131 -
132 -[[image:attach:image2021-10-25_15-55-34.png||width="794"]]
133 -
134 -
135 -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.
136 -
137 137  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.
138 138  
139 139  In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
140 140  
141 -If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
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.
142 142  
143 -**~*~*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.
60 +\\
144 144  
62 +[[image:attach:segment-content.png||height="250"]]
145 145  
146 -**3. IP Address Tab:**
147 -
148 -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.
149 -
150 -=== ===
151 -
152 -{{id name="CreateAccountSegment"/}}
153 -
154 -(% style="margin-left: 30.0px;" %)
155 -=== CREATE AN IP Address-BASED SEGMENT ===
156 -
157 -(% style="margin-left: 30.0px;" %)
158 -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.
159 -
160 - [[image:attach:image2021-10-25_16-57-14.png||width="794"]]
161 -
162 -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.
163 -
164 -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...
165 -
166 -Note that in IP Address based segmenting you can enter multiple IP addresses and user agents in each field.
167 -
168 -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.
169 -
170 -If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
171 -
172 -
173 -4. **Behavior Tab:**
174 -
175 -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.
176 -
177 -(((
178 -
179 -)))
180 -
181 -=== ===
182 -
183 -{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT
184 -
185 -[[image:attach:image2021-10-25_16-35-1.png||width="794"]]
186 -
187 -
188 188  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.
189 189  
190 190  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.
... ... @@ -191,10 +191,8 @@
191 191  
192 192  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.
193 193  
194 -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.
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.
195 195  
196 -**Date Range**: If 'Past,' the maximum allowed range is 3 months.  If 'Custom,' you can specify a start and end date.  If 'Future' option, allows to set a date range into the future (Currently, only the 'Package Transaction' Category has 'Future' option).  By not entering a value (or simply 0), the segment cannot be processed for that event.
197 -
198 198  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).
199 199  
200 200  There is a wide range of behavioral criteria that can be used for behavioral segments:
... ... @@ -205,252 +205,72 @@
205 205  
206 206  **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.
207 207  
208 -**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.
209 -
210 210  **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.
211 211  
212 -**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).
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.
213 213  
214 214  **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.
215 215  
216 216  **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.
217 217  
218 -**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:~/~/).
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.
219 219  
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.
220 220  
221 -[[image:attach:web-behavior-2.png||width="800"]]
222 -
223 -
224 -**~*~**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.
225 -
226 -[[image:attach:add-url.png||height="121"]]
227 -
228 -
229 -**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).
230 -
231 231  **Product Attribute**: Users are selected based on specific attributes of the products they have purchased. The sub-categories are the attributes (ie., category, type, state, etc.) The target is the value of that attribute (ie., blue, edible, New York, etc.) If the sub-category is a multiple-choice list, then your target must be the name of one of those elements of the list. If the sub-category is a free text field, you can enter any value in the target box.
232 232  
233 -**Geo: **Users are selected based on specific geographic location from anywhere in the world. The sub-category is 'coordinate'. When this geo category is selected, the world map is popped up and you can select any region on that map, where you want to target your users. Once, the selection of region is made, you will see the corresponding geographic coordinates are added to the target field. This geo-based targeting is one of the important functionalities introduced recently. Like other behavior categories, geo can also be added any number of times along with any other rules, by using ‘Add’ button on the screen as per your requirements. 
96 +Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.**
234 234  
235 -**Referrer**: You can specify URL(s) that serve as a starting point, for an action to be triggered on the target domain (specified in the 'Action' tab). Multiple URLs can be entered in the URL field.  The URL is a web address - either its domain (www.Domain.com) or subdomain (.com).  The 'Action' field has two choices and is used to indicate if the URL values are to be considered as given (you choose 'IS'), or contains a part of it (you choose 'CONTAINS'). The Referrer URL can essentially be used to execute actions defined in the 'Action' tab.  This helps in targeting users specified by the Referrer.  For instance, if you put in '.com' in the URL field, and the target header (Action tab) had 'www.testMe.com' with 'Popup' as the Action Type, what happens is that if the user is currently visiting a webpage that contains '.com' in its URL, then clicks a link that takes them to 'www.Domain.com/testMe.html' the specified popup will show on the Target Domain. 
98 +\\
236 236  
237 -**~*~**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.
100 +(% style="margin-left: 30.0px;" %)
101 +=== CREATE AN ACCOUNT-BASED SEGMENT ===
238 238  
239 -[[image:attach:add-url.png||height="121"]]
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.
240 240  
241 -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.**
106 +(% style="margin-left: 30.0px;" %)
107 +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.
242 242  
243 -**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.**
109 +(% style="margin-left: 30.0px;" %)
110 +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...
244 244  
245 -ONEcount uses specific logic for demographic and behavioral-based criteria. If you select any demographic field as part of your segment (other than e-mail, which is a special case), ONEcount will only select known users has part of the segment. This is because an unknown user has not been matched to a profile, and therefore ONEcount has no way of knowing the user's response to that demographic question. Put another way, if you include State is Alabama in your segment criteria, ONEcount will exclude all unknown users because there is no way for ONEcount to know the state of an unknown user.
112 +(% style="margin-left: 30.0px;" %)
113 +Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field.
246 246  
247 -The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
115 +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.
248 248  
249 -(% class="wrapped" %)
250 -|(((
251 -**DEMOS**
252 -)))|(((
253 -**VALUE**
254 -)))|(((
255 -**Selects (KNOWN/UNKNOWN/BOTH)**
256 -)))
257 -|(((
258 -Any demo
259 -)))|(((
260 -ANY VALUE
261 -)))|(((
262 -KNOWN
263 -)))
264 -|(((
265 -E-mail DEMO
266 -)))|(((
267 -IS BLANK
268 -)))|(((
269 -BOTH
270 -)))
271 -|(((
272 -
273 -)))|(((
274 -IS NOT BLANK
275 -)))|(((
276 -KNOWN
277 -)))
278 -|(% colspan="1" %)(% colspan="1" %)
279 -(((
280 -
281 -)))|(% colspan="1" %)(% colspan="1" %)
282 -(((
283 -
284 -)))|(% colspan="1" %)(% colspan="1" %)
285 -(((
286 -
287 -)))
288 -|(((
289 -**BEHAVIOR**
290 -)))|(((
291 -**VALUE**
292 -)))|(((
293 -**Selects (KNOWN/UNKNOWN/BOTH)**
294 -)))
295 -|(((
296 -Banner
297 -)))|(((
298 -Clicked/Viewed
299 -)))|(((
300 -BOTH
301 -)))
302 -|(((
303 -Content
304 -)))|(((
305 -Viewed
306 -)))|(((
307 -BOTH
308 -)))
309 -|(((
310 -EMAIL
311 -)))|(((
312 -Opened
313 -)))|(((
314 -KNOWN
315 -)))
316 -|(((
317 -
318 -)))|(((
319 -Clicked/Viewed
320 -)))|(((
321 -KNOWN
322 -)))
323 -|(((
324 -
325 -)))|(((
326 -Not clicked
327 -)))|(((
328 -KNOWN
329 -)))
330 -|(((
331 -Form
332 -)))|(((
333 -Completed
334 -)))|(((
335 -KNOWN
336 -)))
337 -|(((
338 -
339 -)))|(((
340 -Abandoned
341 -)))|(((
342 -BOTH
343 -)))
344 -|(((
345 -Package Status
346 -)))|(((
347 -
348 -)))|(((
349 -KNOWN
350 -)))
351 -|(((
352 -Package Transaction
353 -)))|(((
354 -
355 -)))|(((
356 -KNOWN
357 -)))
358 -|(((
359 -Source Code
360 -)))|(((
361 -Selected
362 -)))|(((
363 -KNOWN
364 -)))
365 -|(((
366 -Web
367 -)))|(((
368 -Viewed
369 -)))|(((
370 -BOTH
371 -)))
372 -|(((
373 -Product Transaction
374 -)))|(((
375 -Subscribed
376 -)))|(((
377 -KNOWN
378 -)))
379 -|(((
380 -
381 -)))|(((
382 -Currently Subscribed
383 -)))|(((
384 -KNOWN
385 -)))
386 -|(((
387 -
388 -)))|(((
389 -Not Subscribed
390 -)))|(((
391 -BOTH
392 -)))
393 -|(((
394 -
395 -)))|(((
396 -Unsubscribed
397 -)))|(((
398 -KNOWN
399 -)))
400 -|(((
401 -GEO
402 -)))|(((
403 -IS IN
404 -)))|(((
405 -BOTH
406 -)))
407 -|(((
408 -Engagement Metric
409 -)))|(((
410 -
411 -)))|(((
412 -KNOWN
413 -)))
414 -|(% colspan="1" %)(% colspan="1" %)
415 -(((
416 -Referrer
417 -)))|(% colspan="1" %)(% colspan="1" %)
418 -(((
419 -IS/CONTAINS
420 -)))|(% colspan="1" %)(% colspan="1" %)
421 -(((
422 -BOTH
423 -)))
117 +== **CREATE AN ACTION** ==
424 424  
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
425 425  
426 -**~*~*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.
121 +\\
427 427  
123 +[[image:attach:Action-manager menu.png||width="800"]]
428 428  
429 -**5. Action tab: **
125 +\\
430 430  
431 -Any action to be associated for segment targeting is defined in this tab.
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.
432 432  
433 -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.
129 +\\
434 434  
435 - [[image:attach:image2021-10-25_16-59-19.png||width="794"]]
131 +[[image:attach:action-manager.png||height="250"]]
436 436  
437 -== ==
133 +\\
438 438  
439 -{{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.
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.
440 440  
441 -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.
137 +\\
442 442  
443 -=== ===
139 +[[image:attach:define-action.png||height="250"]]
444 444  
445 -=== ===
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.
446 446  
447 -{{id name="CreateAdAction"/}}
143 +=== **CREATE AN AD TARGET** ===
448 448  
449 -=== **ADD AN AD ACTION** ===
450 -
451 451  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.
452 452  
453 -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.
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.
454 454  
455 455  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.
456 456  
... ... @@ -462,16 +462,10 @@
462 462  
463 463  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.
464 464  
159 +[[image:attach:Define-banner-target.png||height="250"]]
465 465  
466 - [[image:attach:image2021-10-25_17-16-33.png||width="794"]]
467 -
468 -
469 469  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.
470 470  
471 -**~*~**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.
472 -
473 -[[image:attach:add-url.png||height="121"]]
474 -
475 475  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.
476 476  
477 477  * 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
... ... @@ -480,20 +480,14 @@
480 480  
481 481  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
482 482  
483 -=== ===
171 +=== CREATE A POP-UP TARGET ===
484 484  
485 -=== ===
173 +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.
486 486  
487 -{{id name="CreatePopupAction"/}}
175 +Choose Pop-Up from the Action pull-down at the top.
488 488  
489 -=== ADD A POP-UP ACTION ===
177 +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.
490 490  
491 -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.
492 -
493 -Choose Pop-Up from the Action Type pull-down.
494 -
495 -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.
496 -
497 497  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.
498 498  
499 499  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.
... ... @@ -504,132 +504,128 @@
504 504  
505 505  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.
506 506  
507 -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.
189 +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.
508 508  
191 +[[image:attach:pop-up-action.png||width="800"]]
509 509  
510 - [[image:attach:Action-Tab.png||width="600"]]
511 -
512 -**~*~**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.
513 -
514 -[[image:attach:add-url.png||height="121"]]
515 -
516 516  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.
517 517  
518 518  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.
519 519  
520 -Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up).
197 +Last, define the pop-up.
521 521  
522 -Review your Action details and finally click Save to save it.
199 +ONEcount includes a simple pop-up builder that allows you to build a pop-up with buttons that link out to other actions like forms, web pages, etc.
523 523  
201 +Simply add the header or title for your pop-up, and then the text you want to appear in the box. Check the Display Opt out box if you want the pop-up to include an option to prevent future pop-ups. Choose how many action buttons you would like on the pop-up, and define the button text and the link that the user is sent to when they click on the button.
524 524  
525 -(% style="margin-left: 30.0px;" %)
526 -=== **ADD A SOCIAL TARGET ACTION** ===
203 +If you have pop-up code that your web team has built, you can click on the Custom HTML tab and paste your code in the box.
527 527  
528 -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.
205 +[[image:attach:custom-popup-box.png||width="800"]]
529 529  
530 -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.
207 +Click Next to review your Action definition, and finally Save to save it.
531 531  
532 -**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.
209 +This is an example of ONEcount's built-in pop-ups:
533 533  
534 -[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]]
211 +(% style="margin-left: 30.0px;" %)
212 +[[image:attach:media_1443033012905.png||align="center"]]
535 535  
536 -**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.
214 +(% style="margin-left: 30.0px;" %)
215 +Note that the display opt-out will appear only if checked when creating the pop-up action.
537 537  
538 -[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
217 +(% style="margin-left: 30.0px;" %)
218 +=== **CREATE A REDIRECT ACTION** ===
539 539  
220 +Choose redirect from the list of Actions. 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.
540 540  
541 -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.
222 +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.
542 542  
543 -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.
224 +As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
544 544  
545 -[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
226 +\\
546 546  
228 +(% style="margin-left: 60.0px;" %)
229 +[[image:attach:media_1442947217827.png||align="center"]]
547 547  
548 -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.
231 +(% style="margin-left: 60.0px;" %)
232 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
549 549  
234 +(% style="margin-left: 60.0px;" %)
235 +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.)
550 550  
551 -[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
237 +(% style="margin-left: 60.0px;" %)
238 +Click "Next" to continue to Step 4 – Review and Save.
552 552  
240 +(% style="margin-left: 60.0px;" %)
241 +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.
553 553  
554 554  (% style="margin-left: 30.0px;" %)
555 -=== ===
244 +Click "Next" to continue to Step 4 – Review and Save.
556 556  
557 -{{id name="CreateRedirectAction"/}}
246 +(% style="margin-left: 30.0px;" %)
247 +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.
558 558  
559 559  (% style="margin-left: 30.0px;" %)
560 -=== **ADD A REDIRECT ACTION** ===
250 +=== CREATE E-MAIL ACTION ===
561 561  
562 -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.
252 +(% style="margin-left: 30.0px;" %)
253 +To send a transactional e-mail to a user, choose Email from the Action pull-down.
563 563  
564 -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.
255 +(% style="margin-left: 30.0px;" %)
256 +[[image:attach:media_1442946953775.png||align="center"]]
565 565  
566 -As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
258 +(% style="margin-left: 30.0px;" %)
259 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
567 567  
568 -
569 - [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
570 -
571 -
572 572  (% style="margin-left: 30.0px;" %)
573 -=== ===
262 +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.)
574 574  
575 -{{id name="CreateEmailAction"/}}
576 -
577 577  (% style="margin-left: 30.0px;" %)
578 -=== ADD EMAIL ACTION ===
265 +Click "Next" to continue to Step 4 – Review and Save.
579 579  
580 580  (% style="margin-left: 30.0px;" %)
581 -To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
268 +[[image:attach:media_1443035194695.png||align="center"]]
582 582  
583 -
584 584  (% style="margin-left: 30.0px;" %)
585 -[[image:attach:image2021-10-25_18-6-13.png||width="794"]]
271 +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.
586 586  
273 +==== Step 4 – Review and Save ====
587 587  
588 - 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.
275 +[[image:attach:media_1446742842763.png||align="center"]]
589 589  
277 +Review all of the information for your persona, and click "Save Persona" to save.
590 590  
591 -If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
279 +If you wish to make changes, click the "Back" button to move backward through the steps.
592 592  
593 593  
594 -== ==
595 595  
596 -== ==
597 -
598 -{{id name="CreateTarget"/}}
599 -
600 -
601 -
602 -
603 -
604 -
605 -
606 -
607 -
608 -
609 -
610 -
611 -
612 -
613 613  {{id name="End ScreenSteps Content"/}}
614 614  {{/layout-cell}}
615 615  
616 616  {{layout-cell}}
617 617  {{panel title="Search All Documentation:"}}
288 +
289 +
618 618  {{livesearch/}}
619 619  {{/panel}}
620 620  
621 621  {{panel title="Search USER OPERATIONS Documentation:"}}
294 +
295 +
622 622  {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
623 623  {{/panel}}
624 624  
625 625  {{panel title="On this page:"}}
300 +
301 +
626 626  {{toc/}}
627 627  {{/panel}}
628 628  
629 629  {{panel title="More USER OPERATIONS Documentation"}}
630 -{{expand title="Click here to expand..."}}
631 - **Add Users**
306 +{{expand}}
307 + **Add Users
308 +**
632 632  
310 +(% style="margin-left: 60.0px;" %)
633 633  
634 634  
635 635  (% style="margin-left: 60.0px;" %)
... ... @@ -638,6 +638,7 @@
638 638  (% style="margin-left: 60.0px;" %)
639 639  [[doc:Pre-Import Checklist]]
640 640  
319 +(% style="margin-left: 60.0px;" %)
641 641  
642 642  
643 643  (% style="margin-left: 60.0px;" %)
... ... @@ -674,19 +674,26 @@
674 674  **Target Audience Segments**
675 675  
676 676  (% style="margin-left: 60.0px;" %)
677 -(% style="color:#003366" %)
356 +(% style="color: rgb(0,51,102);" %) __
357 +__
678 678  
359 +\\
679 679  
680 -
361 +\\
681 681  {{/expand}}
682 682  {{/panel}}
683 683  
365 +\\
684 684  
367 +\\
685 685  
369 +\\
686 686  
371 +\\
687 687  
373 +\\
688 688  
689 -
375 +\\
690 690  {{/layout-cell}}
691 691  {{/layout-section}}
692 692  {{/layout}}
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