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
on 2024/09/26 10:49
Change comment:
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To version 12.1
edited by Admin
on 2020/01/06 16:02
on 2020/01/06 16:02
Change comment:
There is no comment for this version
Summary
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... ... @@ -1,12 +1,14 @@ 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 ... ... @@ -16,175 +16,49 @@ 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 +=== === 20 20 21 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager : 23 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the Segment Manager menu, select Segment Manager:** 24 +** 22 22 23 - 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 hereandhas edit and delete functionality available just next to it. The overview of the segment(effective date, action,segmentize, stats for known and unknown users) is available on click of arrow button next to eachsegment.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 - Thelist of segmentscreatedcontainsthreecolumns.The firstcolumnisSegmentID, the secondshowsSegmentName,andthe thirdisacollectionoficonswithhefollowing 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 +=== === 87 87 88 -If u serhasbeen addedsuccessfullytothesegment,apopupconfirmingthesame-includingsegmentnameandid-appears,asshown:48 +{{id name="CreateDemoSegment"/}}CREATE A DEMOGRAPHIC SEGMENTof 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 Freq uency box. This means how many times within the given date range this eventhas 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 +205,83 @@ 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"]]94 +**Product Attribute**: Users are selected based on specific attributes of the products they have purchased. The sub-categories are the attributes (ie., category, type, state, etc.) The target is the value of that attribute (ie., blue, edible, New York, etc.) If the sub-category is a multiple-choice list, then your target must be the name of one of those elements of the list. If the sub-category is a free text field, you can enter any value in the target box. 222 222 96 +Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.** 223 223 224 - **~*~**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.98 +\\ 225 225 226 -[[image:attach:add-url.png||height="121"]] 100 +(% style="margin-left: 30.0px;" %) 101 +=== 102 + === 227 227 104 +{{id name="CreateAccountSegment"/}} 228 228 229 -**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). 106 +(% style="margin-left: 30.0px;" %) 107 +=== CREATE AN ACCOUNT-BASED SEGMENT === 230 230 231 -**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. 109 +(% style="margin-left: 30.0px;" %) 110 +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. 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. 112 +(% style="margin-left: 30.0px;" %) 113 +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. 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. 115 +(% style="margin-left: 30.0px;" %) 116 +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... 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. 118 +(% style="margin-left: 30.0px;" %) 119 +Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field. 238 238 239 - [[image:attach:add-url.png||height="121"]]121 +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. 240 240 241 - Onceyouhave defined your Behavioral criteria for your segment and you do not wish to add any other rules/action, be sure to **HIT SAVE.**123 +== == 242 242 243 - **Note:Therecan belyonerulefor eachcriterialikeweb, banner.Ifyou havemultipletargetvaluesall ofthemcanbe addedinto1rulebyaddingmultiple values into targetbox.**125 +{{id name="CreateAction"/}}CREATE AN ACTIONFrom 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 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.127 +\\ 246 246 247 - The followingSegment ImpactMatrix illustrates the types of users whocan be selected with each demographic and behavioralcriteria:129 +[[image:attach:Action-manager menu.png||width="800"]] 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 -))) 131 +\\ 424 424 133 +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. 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.135 +\\ 427 427 137 +[[image:attach:action-manager.png||height="250"]] 428 428 429 - **5. Action tab: **139 +\\ 430 430 431 - Any actiontobe associatedfor segmenttargetingis definedin thistab.141 +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. 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.143 +\\ 434 434 435 - mage2021-10-25_16-59-19.png||width="794"]]145 +[[image:attach:define-action.png||height="250"]] 436 436 437 - ====147 +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. 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. 149 +=== 150 + === 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. 442 - 443 -=== === 444 - 445 -=== === 446 - 447 447 {{id name="CreateAdAction"/}} 448 448 449 -=== **A DDAN AD ACTION** ===154 +=== **CREATE AN AD ACTION** === 450 450 451 451 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 t hreeoptions are Target Domain andTarget Content,Section. These are used to//158 +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. 464 464 170 +[[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 ... ... @@ -480,19 +480,18 @@ 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 -=== === 182 +=== 183 + === 484 484 485 -=== === 486 - 487 487 {{id name="CreatePopupAction"/}} 488 488 489 -=== A DDA POP-UP ACTION ===187 +=== CREATE A POP-UP ACTION === 490 490 491 -You can also create a pop-up target for your segments. Any pop-upcreatedunderform-buildersectionodONEcount cxanbeusedforpop-up actionforsegment.189 +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. 492 492 493 -Choose Pop-Up from the Action Type pull-down.191 +Choose Pop-Up from the Action pull-down at the top. 494 494 495 -The next t hreeoptions are Target Domain,Target Content and Section. These are used to//193 +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. 496 496 497 497 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 ... ... @@ -504,132 +504,209 @@ 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-upIf you leave them blank, the user will be targeted across all your web sites.205 +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. 508 508 207 +[[image:attach:pop-up-action.png||width="800"]] 509 509 510 - [[image:attach:Action-Tab.png||width="600"]]209 +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. 511 511 512 - **~*~**IMPORTANT NOTE: **When youtypea Target Domainor Section into the appropriate box,youwillsee anoption beneath askingifyouwant to Add thext you are typing to thebox.Afteryouaredonetyping,you mustt'Enter' toconfirm that you wanttoadd the text you just typedinto the box. You willsee the Domain orSectionyoutypedappearin the box inblue(as seenabove). Ifyoudoothit 'Enter'and just click theSave button,the Domainand Sectionfieldswillbeblankandyoursegmentmaynot workcorrectly.211 +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. 513 513 514 - [[image:attach:add-url.png||height="121"]]213 +Last, define the pop-up. 515 515 516 -N extwe determinethepriority of thisop-up relativeto otherpop-upsthat maybe targeted at this segment. It's possible that auser is in multiplesegmentsand maybe subjecttomultiplepop-ups.This settingwillhelpONEcountdeterminehow importantthispop-up is relativeto othermarketingefforts.215 +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. 517 517 518 - Frequency allowsyoudeterminehowfrequentlythispop-upwillappear to thisuser.Optionsincludeonce,always (on everypageload),daily(once perday),weekly,bi-weekly,monthly,or annually.217 +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. 519 519 520 - Last,selectthe pop-up(itcan be anypop-up form builderpop-uporA/Btest pop-up).219 +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. 521 521 522 - Review your Action details and finallyclick Savetosaveit.221 +[[image:attach:custom-popup-box.png||width="800"]] 523 523 223 +Click Next to review your Action definition, and finally Save to save it. 524 524 225 +This is an example of ONEcount's built-in pop-ups: 226 + 525 525 (% style="margin-left: 30.0px;" %) 526 -= == **ADD A SOCIAL TARGET ACTION** ===228 +[[image:attach:media_1443033012905.png||align="center"]] 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. 230 +(% style="margin-left: 30.0px;" %) 231 +Note that the display opt-out will appear only if checked when creating the pop-up action. 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. 233 +(% style="margin-left: 30.0px;" %) 234 +=== 235 + === 531 531 532 - **To advertiseonGoogle**: Youraccount will need tomeet the criteriamentioned in below link. We needAPI access that meets this criteria. If your accountdoes not meet thesecriteria, 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.237 +{{id name="CreateRedirectAction"/}} 533 533 534 -[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]] 239 +(% style="margin-left: 30.0px;" %) 240 +=== **CREATE A REDIRECT ACTION** === 535 535 536 - **Toadvertise onLinkedIn**:YouraccountwillneedAPI accessthathas “MarketingDeveloperPlatform”access.If youraccountdoes nothavethis capability,we canndafile containingthe hashede-mailsofuserswho fit into theegment,sothat youcan loadtheataintoLinkedIn's MatchedAudiencetoomanually.You can followstepsinbelow link toget “Marketing Developer Platform” access.242 +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. 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"]]244 +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. 539 539 246 +As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 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.248 +\\ 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. 250 +(% style="margin-left: 60.0px;" %) 251 +[[image:attach:media_1442947217827.png||align="center"]] 544 544 545 -[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]] 253 +(% style="margin-left: 60.0px;" %) 254 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 546 546 256 +(% style="margin-left: 60.0px;" %) 257 +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.) 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. 259 +(% style="margin-left: 60.0px;" %) 260 +Click "Next" to continue to Step 4 – Review and Save. 549 549 262 +(% style="margin-left: 60.0px;" %) 263 +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. 550 550 551 -[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]] 265 +(% style="margin-left: 30.0px;" %) 266 +Click "Next" to continue to Step 4 – Review and Save. 552 552 268 +(% style="margin-left: 30.0px;" %) 269 +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. 553 553 554 554 (% style="margin-left: 30.0px;" %) 555 -=== === 272 +=== 273 + === 556 556 557 -{{id name="Create RedirectAction"/}}275 +{{id name="CreateEmailAction"/}} 558 558 559 559 (% style="margin-left: 30.0px;" %) 560 -=== **ADDA REDIRECTACTION**===278 +=== CREATE EMAIL 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. 280 +(% style="margin-left: 30.0px;" %) 281 +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. 283 +(% style="margin-left: 30.0px;" %) 284 +[[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. 286 +(% style="margin-left: 30.0px;" %) 287 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 567 567 289 +(% style="margin-left: 30.0px;" %) 290 +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.) 568 568 569 - [[image:attach:image2021-10-25_18-2-56.png||height="250"]] 292 +(% style="margin-left: 30.0px;" %) 293 +Click "Next" to continue to Step 4 – Review and Save. 570 570 295 +(% style="margin-left: 30.0px;" %) 296 +[[image:attach:media_1443035194695.png||align="center"]] 571 571 572 572 (% style="margin-left: 30.0px;" %) 573 - ======299 +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. 574 574 575 - {{idname="CreateEmailAction"/}}301 +Review and Save 576 576 577 -(% style="margin-left: 30.0px;" %) 578 -=== ADD EMAIL ACTION === 303 +[[image:attach:media_1446742842763.png||align="center"]] 579 579 580 -(% style="margin-left: 30.0px;" %) 581 -To send a transactional e-mail to a user, choose Email from the Action Type pull-down. 305 +Review all of the information for your persona, and click "Save Persona" to save. 582 582 307 +If you wish to make changes, click the "Back" button to move backward through the steps. 583 583 584 -(% style="margin-left: 30.0px;" %) 585 -[[image:attach:image2021-10-25_18-6-13.png||width="794"]] 309 +\\ 586 586 311 +== 312 + == 587 587 588 - Whenn email action is ineffect, the email will be sentto thespecified targetsegment on the designated domains and sections at the set frequency and priority level.314 +{{id name="CreateTarget"/}} 589 589 316 +== **CREATE A TARGET: CONNECTING SEGMENTS TO ACTIONS** == 590 590 591 - Ifyouwish tocancelthechanges, clickthe"Cancel"button to gotothesegment listingpage.318 +So now you have created audience segments based on demographics, actions, or a host of other deterministic criteria. And you've created a handful of actions, including pop-ups, banner targets, transactional e-mails and redirects. How do you put it all together? 592 592 320 +The Target Engine has a very simple task: It connects Segments to Actions. It is pretty easy to use. Simply select Target Engine from the Segment Manager menu, 593 593 594 - == ==322 +\\ 595 595 596 -= = ==324 +[[image:attach:target-engine-menu.png||width="800"]] 597 597 598 - {{id name="CreateTarget"/}}326 +\\ 599 599 328 +\\ 600 600 330 +\\ 601 601 332 +[[image:attach:target-list.png||width="800"]] 602 602 334 +\\ 603 603 336 +\\ 604 604 338 +[[image:attach:expanded-target-list.png||width="800"]] 605 605 340 +\\ 606 606 342 +\\ 607 607 344 +\\ 608 608 346 +\\ 609 609 348 +[[image:attach:target-definition.png||width="800"]] 610 610 350 +\\ 611 611 352 +\\ 612 612 354 +\\ 355 + 356 +[[image:attach:target-review-and-save.png||width="800"]] 357 + 358 +\\ 359 + 360 +\\ 361 + 362 +\\ 363 + 364 +\\ 365 + 366 +\\ 367 + 368 +[[image:attach:target-segment-action.png||height="250"]] 369 + 370 +\\ 371 + 372 +\\ 373 + 374 +\\ 375 + 376 +\\ 377 + 378 + 379 + 613 613 {{id name="End ScreenSteps Content"/}} 614 614 {{/layout-cell}} 615 615 616 616 {{layout-cell}} 617 617 {{panel title="Search All Documentation:"}} 385 + 386 + 618 618 {{livesearch/}} 619 619 {{/panel}} 620 620 621 621 {{panel title="Search USER OPERATIONS Documentation:"}} 391 + 392 + 622 622 {{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 623 623 {{/panel}} 624 624 625 625 {{panel title="On this page:"}} 397 + 398 + 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** 403 +{{expand}} 404 + **Add Users 405 +** 632 632 407 +(% 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]] 640 640 416 +(% style="margin-left: 60.0px;" %) 641 641 642 642 643 643 (% style="margin-left: 60.0px;" %) ... ... @@ -674,19 +674,30 @@ 674 674 **Target Audience Segments** 675 675 676 676 (% style="margin-left: 60.0px;" %) 677 -(% style="color:#003366" %) 453 +(% style="color: rgb(0,51,102);" %) __ 454 +__ 678 678 456 +\\ 679 679 680 - 458 +\\ 681 681 {{/expand}} 682 682 {{/panel}} 683 683 462 +\\ 684 684 464 +\\ 685 685 466 +\\ 686 686 468 +\\ 687 687 470 +\\ 688 688 689 - 472 +\\ 690 690 {{/layout-cell}} 691 691 {{/layout-section}} 692 692 {{/layout}} 476 + 477 +\\ 478 + 479 +\\
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