Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 34.1
edited by Admin User
on 2025/01/24 16:21
Change comment: There is no comment for this version
To version 17.1
edited by prachiti
on 2021/10/25 21:17
Change comment: There is no comment for this version

Summary

Details

Page properties
Parent
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1 -System Utilities
Author
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1 -XWiki.admin
1 +XWiki.prachiti
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 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.
6 6  
... ... @@ -16,88 +16,25 @@
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 left hand side navigation bar, select Activation → Segment Manager :**
24 +**
22 22  
23 23   [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]]
24 24  
28 +\\
25 25  
26 -Under "User Defined Segments" tab, you will see a list of existing segments.
30 +Under "User Defined Segments" tab, 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.
29 -
30 -
31 31  [[image:attach:image2021-10-25_15-11-53.png||height="250"]]
32 32  
34 +\\
33 33  
34 -[[image:attach:SegmentTableCharts2.png||width="794"]]
36 +You'll be taken to a screen allowing you to define a new segment.
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:
38 +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.
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 -)))
86 -
87 -If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
88 -
89 -[[image:attach:SegmentUserAddedMsg.png||width="538"]]
90 -
91 -
92 -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.
93 -
94 -[[image:attach:SegmentTableChartsDoc.png||width="794"]]
95 -
96 -
97 -Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
98 -
99 -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.
100 -
101 101  Demographics, IP Address, Behavior tabs allow us to define the segment rules.
102 102  
103 103  **1. Definition Tab:**
... ... @@ -108,28 +108,27 @@
108 108  
109 109  Description is an optional field and can have any types of values.
110 110  
111 -[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]]
50 +[[image:attach:image2021-10-25_15-42-47.png||height="250"]]
112 112  
52 +\\
113 113  
114 - 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.
54 + 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.
115 115  
116 -Give your segment a descriptive name. You can also add a brief description to the segment with more details.
56 +\\
117 117  
118 -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).
119 -
120 -
121 121  **2. Demographics Tab:**
122 122  
123 -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.
60 +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.
124 124  
125 -[[image:attach:image2021-10-25_15-51-28.png||width="794"]]
62 +[[image:attach:image2021-10-25_15-51-28.png||height="250"]]
126 126  
127 -=== ===
64 +=== ===
128 128  
129 129  {{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.
130 130  
131 -[[image:attach:image2021-10-25_15-55-34.png||width="794"]]
68 +[[image:attach:image2021-10-25_15-55-34.png||height="250"]]
132 132  
70 +\\
133 133  
134 134  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.
135 135  
... ... @@ -139,14 +139,13 @@
139 139  
140 140  If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
141 141  
142 -**~*~*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.
80 +\\
143 143  
144 -
145 145  **3. IP Address Tab:**
146 146  
147 147  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.
148 148  
149 -=== ===
86 +=== ===
150 150  
151 151  {{id name="CreateAccountSegment"/}}
152 152  
... ... @@ -156,7 +156,7 @@
156 156  (% style="margin-left: 30.0px;" %)
157 157  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.
158 158  
159 - [[image:attach:image2021-10-25_16-57-14.png||width="794"]]
96 + [[image:attach:image2021-10-25_16-57-14.png||height="250"]]
160 160  
161 161  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.
162 162  
... ... @@ -168,22 +168,18 @@
168 168  
169 169  If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
170 170  
108 +\\
171 171  
172 172  4. **Behavior Tab:**
173 173  
174 174  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.
175 175  
176 -(((
177 -
178 -)))
114 +\\
179 179  
180 -=== ===
116 +[[image:attach:image2021-10-25_16-35-1.png||height="250"]]
181 181  
182 -{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT
118 +\\
183 183  
184 -[[image:attach:image2021-10-25_16-35-1.png||width="794"]]
185 -
186 -
187 187  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.
188 188  
189 189  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.
... ... @@ -190,10 +190,8 @@
190 190  
191 191  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.
192 192  
193 -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.
126 +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.
194 194  
195 -**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.
196 -
197 197  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).
198 198  
199 199  There is a wide range of behavioral criteria that can be used for behavioral segments:
... ... @@ -204,8 +204,6 @@
204 204  
205 205  **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.
206 206  
207 -**Engagement Metric: **Users are selected based on the Engagement Metrics they have registered, such as webinar attendance, whitepaper downloads, etc. Please note that only SELECT and NUMERIC metrics appear here.
208 -
209 209  **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.
210 210  
211 211  **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).
... ... @@ -214,216 +214,22 @@
214 214  
215 215  **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.
216 216  
217 -**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed At Least. The target is a URL or URL fragment. When entering the URL, do not include the protocol (http:~/~/ or https:~/~/).
146 +**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.
218 218  
219 -
220 -[[image:attach:web-behavior-2.png||width="800"]]
221 -
222 -
223 -**~*~**IMPORTANT NOTE: **When you type a URL into the URL box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
224 -
225 -[[image:attach:add-url.png||height="121"]]
226 -
227 -
228 228  **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).
229 229  
230 230  **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.
231 231  
152 +**Quiz: **Users are selected based on whether the quiz is completed. It has only one subcategory 'completed'. You can enter the target in the text box.
153 +
232 232  **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. 
233 233  
234 -**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. 
235 -
236 -**~*~**IMPORTANT NOTE: **When you type a URL into the URL box box for Referrer, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
237 -
238 -[[image:attach:add-url.png||height="121"]]
239 -
240 240  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.**
241 241  
242 242  **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.**
243 243  
244 -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.
160 +\\
245 245  
246 -The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
247 -
248 -(% class="wrapped" %)
249 -|(((
250 -**DEMOS**
251 -)))|(((
252 -**VALUE**
253 -)))|(((
254 -**Selects (KNOWN/UNKNOWN/BOTH)**
255 -)))
256 -|(((
257 -Any demo
258 -)))|(((
259 -ANY VALUE
260 -)))|(((
261 -KNOWN
262 -)))
263 -|(((
264 -E-mail DEMO
265 -)))|(((
266 -IS BLANK
267 -)))|(((
268 -BOTH
269 -)))
270 -|(((
271 -
272 -)))|(((
273 -IS NOT BLANK
274 -)))|(((
275 -KNOWN
276 -)))
277 -|(% colspan="1" %)(% colspan="1" %)
278 -(((
279 -
280 -)))|(% colspan="1" %)(% colspan="1" %)
281 -(((
282 -
283 -)))|(% colspan="1" %)(% colspan="1" %)
284 -(((
285 -
286 -)))
287 -|(((
288 -**BEHAVIOR**
289 -)))|(((
290 -**VALUE**
291 -)))|(((
292 -**Selects (KNOWN/UNKNOWN/BOTH)**
293 -)))
294 -|(((
295 -Banner
296 -)))|(((
297 -Clicked/Viewed
298 -)))|(((
299 -BOTH
300 -)))
301 -|(((
302 -Content
303 -)))|(((
304 -Viewed
305 -)))|(((
306 -BOTH
307 -)))
308 -|(((
309 -EMAIL
310 -)))|(((
311 -Opened
312 -)))|(((
313 -KNOWN
314 -)))
315 -|(((
316 -
317 -)))|(((
318 -Clicked/Viewed
319 -)))|(((
320 -KNOWN
321 -)))
322 -|(((
323 -
324 -)))|(((
325 -Not clicked
326 -)))|(((
327 -KNOWN
328 -)))
329 -|(((
330 -Form
331 -)))|(((
332 -Completed
333 -)))|(((
334 -KNOWN
335 -)))
336 -|(((
337 -
338 -)))|(((
339 -Abandoned
340 -)))|(((
341 -BOTH
342 -)))
343 -|(((
344 -Package Status
345 -)))|(((
346 -
347 -)))|(((
348 -KNOWN
349 -)))
350 -|(((
351 -Package Transaction
352 -)))|(((
353 -
354 -)))|(((
355 -KNOWN
356 -)))
357 -|(((
358 -Source Code
359 -)))|(((
360 -Selected
361 -)))|(((
362 -KNOWN
363 -)))
364 -|(((
365 -Web
366 -)))|(((
367 -Viewed
368 -)))|(((
369 -BOTH
370 -)))
371 -|(((
372 -Product Transaction
373 -)))|(((
374 -Subscribed
375 -)))|(((
376 -KNOWN
377 -)))
378 -|(((
379 -
380 -)))|(((
381 -Currently Subscribed
382 -)))|(((
383 -KNOWN
384 -)))
385 -|(((
386 -
387 -)))|(((
388 -Not Subscribed
389 -)))|(((
390 -BOTH
391 -)))
392 -|(((
393 -
394 -)))|(((
395 -Unsubscribed
396 -)))|(((
397 -KNOWN
398 -)))
399 -|(((
400 -GEO
401 -)))|(((
402 -IS IN
403 -)))|(((
404 -BOTH
405 -)))
406 -|(((
407 -Engagement Metric
408 -)))|(((
409 -
410 -)))|(((
411 -KNOWN
412 -)))
413 -|(% colspan="1" %)(% colspan="1" %)
414 -(((
415 -Referrer
416 -)))|(% colspan="1" %)(% colspan="1" %)
417 -(((
418 -IS/CONTAINS
419 -)))|(% colspan="1" %)(% colspan="1" %)
420 -(((
421 -BOTH
422 -)))
423 -
424 -**~*~*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.
425 -
426 -
427 427  **5. Action tab: **
428 428  
429 429  Any action to be associated for segment targeting is defined in this tab.
... ... @@ -430,18 +430,15 @@
430 430  
431 431  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.
432 432  
433 - [[image:attach:image2021-10-25_16-59-19.png||width="794"]]
168 + [[image:attach:image2021-10-25_16-59-19.png||height="250"]]
434 434  
435 -== ==
170 +== ==
436 436  
437 437  {{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.
438 438  
439 -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.
174 +===
175 + ===
440 440  
441 -=== ===
442 -
443 -=== ===
444 -
445 445  {{id name="CreateAdAction"/}}
446 446  
447 447  === **ADD AN AD ACTION** ===
... ... @@ -448,7 +448,7 @@
448 448  
449 449  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.
450 450  
451 -In the screen below, you'll see the options for an Ad Target. The first three options are Target Domain and Target Content, Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
183 +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.
452 452  
453 453  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.
454 454  
... ... @@ -460,16 +460,14 @@
460 460  
461 461  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.
462 462  
195 +\\
463 463  
464 - [[image:attach:image2021-10-25_17-16-33.png||width="794"]]
197 + [[image:attach:image2021-10-25_17-16-33.png||height="250"]]
465 465  
199 +\\
466 466  
467 467  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.
468 468  
469 -**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
470 -
471 -[[image:attach:add-url.png||height="121"]]
472 -
473 473  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.
474 474  
475 475  * 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
... ... @@ -478,10 +478,9 @@
478 478  
479 479  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
480 480  
481 -=== ===
211 +===
212 + ===
482 482  
483 -=== ===
484 -
485 485  {{id name="CreatePopupAction"/}}
486 486  
487 487  === ADD A POP-UP ACTION ===
... ... @@ -490,7 +490,7 @@
490 490  
491 491  Choose Pop-Up from the Action Type pull-down.
492 492  
493 -The next three options are Target Domain, Target Content and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
222 +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.
494 494  
495 495  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.
496 496  
... ... @@ -502,15 +502,14 @@
502 502  
503 503  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.
504 504  
505 -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.
234 +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.
506 506  
236 +\\
507 507  
508 - [[image:attach:Action-Tab.png||width="600"]]
238 + [[image:attach:image2021-10-25_17-54-54.png||height="250"]]
509 509  
510 -**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
240 +\\
511 511  
512 -[[image:attach:add-url.png||height="121"]]
513 -
514 514  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.
515 515  
516 516  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.
... ... @@ -519,39 +519,9 @@
519 519  
520 520  Review your Action details and finally click Save to save it.
521 521  
522 -
523 523  (% style="margin-left: 30.0px;" %)
524 -=== **ADD A SOCIAL TARGET ACTION** ===
251 +=== ===
525 525  
526 -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.
527 -
528 -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.
529 -
530 -**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.
531 -
532 -[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717||shape="rect"]]
533 -
534 -**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.
535 -
536 -[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
537 -
538 -
539 -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.
540 -
541 -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.
542 -
543 -[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
544 -
545 -
546 -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.
547 -
548 -
549 -[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
550 -
551 -
552 -(% style="margin-left: 30.0px;" %)
553 -=== ===
554 -
555 555  {{id name="CreateRedirectAction"/}}
556 556  
557 557  (% style="margin-left: 30.0px;" %)
... ... @@ -563,12 +563,14 @@
563 563  
564 564  As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
565 565  
264 +\\
566 566  
567 567   [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
568 568  
268 +\\
569 569  
570 570  (% style="margin-left: 30.0px;" %)
571 -=== ===
271 +=== ===
572 572  
573 573  {{id name="CreateEmailAction"/}}
574 574  
... ... @@ -578,33 +578,49 @@
578 578  (% style="margin-left: 30.0px;" %)
579 579  To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
580 580  
281 +(% style="margin-left: 30.0px;" %)
282 +\\
581 581  
582 582  (% style="margin-left: 30.0px;" %)
583 -[[image:attach:image2021-10-25_18-6-13.png||width="794"]]
285 +[[image:attach:image2021-10-25_18-6-13.png||height="250"]]
584 584  
287 +(% style="margin-left: 30.0px;" %)
288 +\\
585 585  
586 586   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.
587 587  
292 +\\
588 588  
589 589  If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
590 590  
296 +\\
591 591  
592 -== ==
298 +==
299 + ==
593 593  
594 -== ==
595 -
596 596  {{id name="CreateTarget"/}}
597 597  
303 +\\
598 598  
305 +\\
599 599  
307 +\\
600 600  
309 +\\
601 601  
311 +\\
602 602  
313 +\\
603 603  
315 +\\
604 604  
317 +\\
605 605  
319 +\\
606 606  
321 +\\
607 607  
323 +\\
608 608  
609 609  
610 610  
... ... @@ -612,18 +612,30 @@
612 612  {{/layout-cell}}
613 613  
614 614  {{layout-cell}}
615 -{{panel title=""}}{{/panel}}
331 +{{panel title="Search All Documentation:"}}
616 616  
617 -{{panel title=""}}{{/panel}}
618 618  
334 +{{livesearch/}}
335 +{{/panel}}
336 +
337 +{{panel title="Search USER OPERATIONS Documentation:"}}
338 +
339 +
340 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
341 +{{/panel}}
342 +
619 619  {{panel title="On this page:"}}
344 +
345 +
620 620  {{toc/}}
621 621  {{/panel}}
622 622  
623 623  {{panel title="More USER OPERATIONS Documentation"}}
624 -{{expand title="Click here to expand..."}}
625 - **Add Users**
350 +{{expand}}
351 + **Add Users
352 +**
626 626  
354 +(% style="margin-left: 60.0px;" %)
627 627  
628 628  
629 629  (% style="margin-left: 60.0px;" %)
... ... @@ -632,6 +632,7 @@
632 632  (% style="margin-left: 60.0px;" %)
633 633  [[doc:Pre-Import Checklist]]
634 634  
363 +(% style="margin-left: 60.0px;" %)
635 635  
636 636  
637 637  (% style="margin-left: 60.0px;" %)
... ... @@ -668,19 +668,26 @@
668 668  **Target Audience Segments**
669 669  
670 670  (% style="margin-left: 60.0px;" %)
671 -(% style="color:#003366" %)
400 +(% style="color: rgb(0,51,102);" %) __
401 +__
672 672  
403 +\\
673 673  
674 -
405 +\\
675 675  {{/expand}}
676 676  {{/panel}}
677 677  
409 +\\
678 678  
411 +\\
679 679  
413 +\\
680 680  
415 +\\
681 681  
417 +\\
682 682  
683 -
419 +\\
684 684  {{/layout-cell}}
685 685  {{/layout-section}}
686 686  {{/layout}}
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