Changes for page Segment Manager
Last modified by Admin User on 2025/01/24 16:21
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... ... @@ -1,1 +1,1 @@ 1 - Utilities - TargetEngine(v12.x)1 +Segment Manager - Author
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. melanie@one-count_com1 +XWiki.prachiti - Content
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... ... @@ -4,11 +4,11 @@ 4 4 5 5 6 6 {{id name="Start ScreenSteps Content"/}} 7 - (v. 11.6 and later) / Persona Manager (pre v. 11.6)is a powerful tool that allows totoquickly and easily define audiencesegments and target them with specificactions, 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 quickly and easily define audience **Segments** and target them with specific **Actions**, e.g. target specific ads, display a pop-up, send an email, redirect to another page or site. 8 8 9 - Version11.6andlater have added functionality that allows you to 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.9 +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. 10 10 11 -The following lesson will provide details on how to use the TargetingEngine/ PersonaManager.11 +The following lesson will provide details on how to use the **Segment Manager**. 12 12 13 13 === Please Note: === 14 14 ... ... @@ -18,232 +18,337 @@ 18 18 19 19 Also note that both users who fit the criteria for the defined segment as of the effective start date of an action and users who meet the criteria at any time during the effective date range will be targeted. 20 20 21 -=== OPENINGTHE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW===21 +=== === 22 22 23 -=== Select UTILITIES from the main menu. === 23 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :** 24 +** 24 24 25 -[[image:attach: media_1436816640442.png||align="center"]]26 + [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]] 26 26 27 - === Select TARGETING ENGINE from the sub-menu. ===28 +\\ 28 28 29 - [[image:attach:media_1436816664853.png||align="center"]]30 +Under "User Defined Segments" tab, you will see a list of existing segments. Click "Create Segment" in the upper right-hand corner. 30 30 31 - This will open the Targeting Automation & Personalization (TAP) window displayingalist ofexistingpersonas,if any, as shown below.32 +[[image:attach:image2021-10-25_15-11-53.png||height="250"]] 32 32 33 - [[image:attach:media_1436816784643.png||align="center"]]34 +\\ 34 34 35 - Expandingthedetailsofapersonawillshow you thetarget segment andactionsfor thatpersona. (Seescreenshotbelow.)36 +You'll be taken to a screen allowing you to define a new segment. 36 36 37 - [[image:attach:media_1437059609834.png||align="center"]]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. 38 38 39 - Clicking on the"i" (information) iconwilldisplayapop-upwithdetails oftheaction to perform,asshownbelow.40 +Demographics, IP Address, Behavior tabs allow us to define the segment rules. 40 40 41 - [[image:attach:media_1437064543783.png||align="center"]]42 +**1. Definition Tab:** 42 42 43 - ===CREATEANEWPERSONA===44 +Define your segment by giving it a name and a brief description. 44 44 45 - === Click"CreatePersona"button===46 +Title is a mandatory field. It should not be blank. Without providing title, you cannot navigate to other tabs. 46 46 47 - [[image:attach:media_1437064785909.png||align="center"]]48 +Description is an optional field and can have any types of values. 48 48 49 - This will openthe Profile window, whichs Step1increatingthe persona.50 +[[image:attach:image2021-10-25_15-42-47.png||height="250"]] 50 50 51 - You move forward through the creation process by clicking "Next" at each step, and you can move back to the previous step by clicking "Back".52 +\\ 52 52 53 - **Notethatifyou clickthe "Back"button,thestepyouwereworkingonwon'tbe saved.Allstepsare saved onlyatStep4:Review andSave.**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. 54 54 55 - === Step 1 – Profile ===56 +\\ 56 56 57 - [[image:attach:media_1437065487760.png||align="center"]]58 +**2. Demographics Tab:** 58 58 59 - CompletetheName,Description,andEffectiveDateRangefields for the persona,then clickthe"Next"button.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. 60 60 61 - === Step2– Segment==62 +[[image:attach:image2021-10-25_15-51-28.png||height="250"]] 62 62 63 - A"Segment"is a subgroup of your user universe that you wish to target with a specific action.64 +=== === 64 64 65 - Youcandefine atargetsegment by User – includingProduct,Demographics,SourceCode, Newsletter,orWebfilters–or byAccount.66 +{{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. 66 66 67 -**Product** – Allows you to segment based on a product subscription status 68 - **Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria 69 - **Source Code** – Allows you to segment based on assigned or not assigned Source Code 70 - **Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter 71 - **Web** – Allows you to segment based on whether a user has or has not visited a specified section or page on your web site. Note that this behavior-based filter needs to be used in conjunction with any of the other identity-based filters listed above (Product, Demographics, Source Code, Newsletter). 68 +[[image:attach:image2021-10-25_15-55-34.png||height="250"]] 72 72 73 - See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below.70 +\\ 74 74 75 - Youmayselect multiplefilters andmultiple options within filters.72 +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. 76 76 77 - ===A.SegmentbyUser===74 +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. 78 78 79 - [[image:attach:media_1437075145033.png||align="center"]]76 +In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example. 80 80 81 - Thescreenshotabove isfromv.11.6. Priorversions do not havethe"With"/"Without"option.78 +If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment. 82 82 83 - Notice the "AND" / "OR" logic that can be used to join different filters for the segment. Multiple selections //within// a filter use "OR" logic.80 +\\ 84 84 85 -** Toaddadditional criteria to asegment,click the "And" or "Or"button.**82 +**3. IP Address Tab:** 86 86 87 - In the example above,the targetedsegment isalluserswho:84 +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. 88 88 89 - A.areNOT ("Without") new //OR// renewal subscribers, with a product status of Qualified Print //OR// Qualified Digital //OR// Non-Qualified Digital, to the Magazine //OR// Digital Edition product;86 +=== === 90 90 91 -**AND** 92 - B. have ('With") opened the "...ain Today" newsletter; 93 - **OR** 94 - C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics". 88 +{{id name="CreateAccountSegment"/}} 95 95 96 -**That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected. 90 +(% style="margin-left: 30.0px;" %) 91 +=== CREATE AN IP Address-BASED SEGMENT === 97 97 98 -=== B. Segment by Account === 93 +(% style="margin-left: 30.0px;" %) 94 +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. 99 99 100 -[[image:attach: media_1437079883697.png||align="center"]]96 + [[image:attach:image2021-10-25_16-57-14.png||height="250"]] 101 101 102 -Version 11.6 and later have added functionality that allows you to 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. 103 - 104 104 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. 105 105 106 106 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... 107 107 108 -Note that onlyORlogic isusedin Accountsegmentingand thatyou can enter multiple IP addresses and user agents in each field.102 +Note that in IP Address based segmenting you can enter multiple IP addresses and user agents in each field. 109 109 110 -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. 104 +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. 111 111 112 - ===Step3–Action===106 +If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment. 113 113 114 - "Action" is where you define the action to be taken for the identified segment, e.g. a website pop-up or ad targeting.108 +\\ 115 115 116 - Typesof Actions include: Pop-Up, Redirect,AdTarget, Email110 +4. **Behavior Tab:** 117 117 118 - Youcanuse anyexistingactionsbyclickinginhe"SelectActions"fieldandselectingtheaction(seescreenshotbelow)orcreateanewaction(seeA-D below).112 +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. 119 119 120 - [[image:attach:media_1442601673145.png||align="center"]]114 +\\ 121 121 122 - Hover overan actionto see details (see screenshot below).116 +[[image:attach:image2021-10-25_16-35-1.png||height="250"]] 123 123 124 - [[image:attach:media_1442602167866.png||align="center"]]118 +\\ 125 125 126 - ===A.CreatePop-Up===120 +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. 127 127 128 -~1. Click "New action". 129 - 2. Give the action a name and description (optional). 130 - 3. Click "Next". 131 - 4. Complete the fields as shown below. 132 - 5. Click "Next". 122 +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. 133 133 134 - [[image:attach:media_1442611132544.png||align="center"]]124 +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. 135 135 136 - Upon clicking "Next",you'llhave anopportunitytoreview the action and"Save"orgo "Back"tomakechanges.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. 137 137 138 - Uponclicking "Save",you'll be returned tothe"Defineaction totake"windowwhereyou'llsee thename ofthesavedaction intheactionfield.(Seebelow.)128 +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). 139 139 140 - Click"Next"tocontinue to Step4–ReviewandSave.130 +There is a wide range of behavioral criteria that can be used for behavioral segments: 141 141 142 - [[image:attach:media_1443034475680.png||align="center"]]132 +**Banner**: Users are selected based on the banner ads they have viewed on your site. The sub-category for Banners is Viewed or Clicked. Target is the name of the banner(s). 143 143 144 - When a pop-up actionisineffect,apop-up will appearforthespecifiedtargetsegmenttheesignateddomains andsectionsatthe set frequencyandprioritylevel.Please seeexamplebelow.134 +**Content**: Users are selected based on the meta keywords contained on the pages a user visits. The sub-category for Content is Viewed or Clicked. Target is the content keyword. 145 145 146 - [[image:attach:media_1443033012905.png||align="center"]]136 +**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. 147 147 148 - Notethat thedisplayopt-outwill appearonlyif checked whencreatingthepop-upaction.138 +**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. 149 149 150 - ===B. CreateRedirect===140 +**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). 151 151 152 -~1. Click "New action". 153 - 2. Give the action a name and description (optional). 154 - 3. Click "Next". 155 - 4. Complete the fields as shown below. 156 - 5. Click "Next". 142 +**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. 157 157 158 - [[image:attach:media_1442947217827.png||align="center"]]144 +**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. 159 159 160 -U ponclicking"Next",you'llhaveanopportunitytoreviewtheactionand"Save"oro"Back"tomakechanges.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. 161 161 162 - Uponclicking"Save",you'llbereturned tothe"Defineactionto take"window where'llsee the nameof the saved action in the actionfield.(See below.)148 +**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). 163 163 164 - Click"Next"to continue toStep4–Review andSave.150 +**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. 165 165 166 - Whenadirectisin effect,theredirectwilloccur for the specified targetsegmentin thedesignateddomainsandsections at thesetfrequencyandpriority level. Thereis user no opt-outoption for this action.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. 167 167 168 - ===C.CreateAd Target===154 +**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. 169 169 170 - Inorderforadtargetingtowork,thedcodeonyour siteustbe updatedsothatit willaccept andprocess KeyandValuevariables. GCN will provideyou with thecorrectcode.156 +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.** 171 171 172 -~1. Click "New action". 173 - 2. Give the action a name and description (optional). 174 - 3. Click "Next". 175 - 4. Complete the fields as shown below. 176 - 5. Click "Next". 158 +**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.** 177 177 178 - [[image:attach:media_1446742365693.png||align="center"]]160 +\\ 179 179 180 - Uponclicking "Next", you'll have an opportunity toreview the actionand "Save" or go "Back"to makechanges.162 +**5. Action tab: ** 181 181 182 - Upon clicking "Save", you'll be returnedtothe"Defineaction to take" windowwhereyou'llsee the nameofthesaved action intheactionfield.(Seebelow.)164 +Any action to be associated for segment targeting is defined in this tab. 183 183 184 - Click"Next"tocontinue toStep4–ReviewandSave.166 +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. 185 185 186 - Whenanadtargetis in effect, only thoseads specified by Key and Value will display for the specified target segment on thedesignated domains and sections at the setfrequency and priority level. There is user no opt-out option for this action.168 + [[image:attach:image2021-10-25_16-59-19.png||height="250"]] 187 187 188 - *InRevive/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 numbers.170 +== == 189 189 190 - [[image:attach:media_1443036194948.png||align="center"]]172 +{{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. 191 191 192 -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. 174 +=== 175 + === 193 193 194 - ===D.CreateEmail ===177 +{{id name="CreateAdAction"/}} 195 195 196 -~1. Click "New action". 197 - 2. Give the action a name and description (optional). 198 - 3. Click "Next". 199 - 4. Complete the fields as shown below. 200 - 5. Click "Next". 179 +=== **ADD AN AD ACTION** === 201 201 202 - [[image:attach:media_1442946953775.png||align="center"]]181 +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. 203 203 204 - Upon clicking"Next", you'll haveanopportunityto reviewtheaction and"Save"orgo"Back"to makechanges.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. 205 205 206 - Upon clicking"Save", you'llbereturnedtothe"Defineaction to take"windowwhere you'llseethe name ofthesaved actionintheactionfield.(Seebelow.)185 +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. 207 207 208 - Click"Next"to continuetoStep4–Review andSave.187 +ONEcount targets ads based on identity. ONEcount is saying in effect, for this specific person (as defined by the Segment linked to this Action), show this ad. Period. 209 209 210 - [[image:attach:media_1443035194695.png||align="center"]]189 +The Target Domain and Section options are used to limit this behavior. So what we are saying then is that for this specific person (as defined by the Segment linked to this Action) show this ad, but ONLY on these domains and in these specific sections of the site. 211 211 212 -Whe nanemailactionis ineffect,the emailwill besent to the specified target segment onthedesignateddomainsandsections at the setfrequencyandprioritylevel. Thereis usero opt-outoptionforthisaction.191 +Why would we do that? Generally, this is limitation is used because we want to target a user with one ad campaign on one site, and a different campaign on another site. 213 213 214 - ===Step4– Review andSave===193 +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. 215 215 216 - [[image:attach:media_1446742842763.png||align="center"]]195 +\\ 217 217 218 - Reviewalloftheinformation for your persona,andclick "SavePersona" to save.197 + [[image:attach:image2021-10-25_17-16-33.png||height="250"]] 219 219 220 - If you wish to make changes, click the "Back" button to move backward through the steps.199 +\\ 221 221 201 +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. 222 222 203 +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. 223 223 205 +* 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 206 + 207 +For example, say you wanted to target users who read stories about high school basketball. You could create a segment of users who viewed content tagged "high school boys basketball." You could then create three Key/Value pairs for the action you link to that segment: one for high school boys basketball, one for high school sports, and one for high school boys sports. You could then use Google Ad Manager or DFP to determine how the user is targeted and the prioritization of each banner. 208 + 209 +NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 210 + 211 +=== 212 + === 213 + 214 +{{id name="CreatePopupAction"/}} 215 + 216 +=== ADD A POP-UP ACTION === 217 + 218 +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. 219 + 220 +Choose Pop-Up from the Action Type pull-down. 221 + 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. 223 + 224 +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. 225 + 226 +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. 227 + 228 +The Target Domain and Section options are used to limit this behavior. So what we are saying then is that for this specific person (as defined by the Segment linked to this Action) show this pop-up, but ONLY on these domains and in these specific sections of the site. 229 + 230 +Why would we do that? Generally, this is limitation is used because we want to target a user with pop-up campaign on one site, and a different campaign on another site. 231 + 232 +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. 233 + 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. 235 + 236 +\\ 237 + 238 + [[image:attach:image2021-10-25_17-54-54.png||height="250"]] 239 + 240 +\\ 241 + 242 +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. 243 + 244 +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. 245 + 246 +Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up). 247 + 248 +Review your Action details and finally click Save to save it. 249 + 250 +(% style="margin-left: 30.0px;" %) 251 +=== === 252 + 253 +{{id name="CreateRedirectAction"/}} 254 + 255 +(% style="margin-left: 30.0px;" %) 256 +=== **ADD A REDIRECT ACTION** === 257 + 258 +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. 259 + 260 +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. 261 + 262 +As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 263 + 264 +\\ 265 + 266 + [[image:attach:image2021-10-25_18-2-56.png||height="250"]] 267 + 268 +\\ 269 + 270 +(% style="margin-left: 30.0px;" %) 271 +=== === 272 + 273 +{{id name="CreateEmailAction"/}} 274 + 275 +(% style="margin-left: 30.0px;" %) 276 +=== ADD EMAIL ACTION === 277 + 278 +(% style="margin-left: 30.0px;" %) 279 +To send a transactional e-mail to a user, choose Email from the Action Type pull-down. 280 + 281 +(% style="margin-left: 30.0px;" %) 282 +\\ 283 + 284 +(% style="margin-left: 30.0px;" %) 285 +[[image:attach:image2021-10-25_18-6-13.png||height="250"]] 286 + 287 +(% style="margin-left: 30.0px;" %) 288 +\\ 289 + 290 + 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. 291 + 292 +\\ 293 + 294 +If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page. 295 + 296 +\\ 297 + 298 +== 299 + == 300 + 301 +{{id name="CreateTarget"/}} 302 + 303 +\\ 304 + 305 +\\ 306 + 307 +\\ 308 + 309 +\\ 310 + 311 +\\ 312 + 313 +\\ 314 + 315 +\\ 316 + 317 +\\ 318 + 319 +\\ 320 + 321 +\\ 322 + 323 +\\ 324 + 325 + 326 + 224 224 {{id name="End ScreenSteps Content"/}} 225 225 {{/layout-cell}} 226 226 227 227 {{layout-cell}} 228 - **Searchall Documentation:**331 +{{panel title="Search All Documentation:"}} 229 229 230 230 231 - 232 232 {{livesearch/}} 335 +{{/panel}} 233 233 234 - 337 +{{panel title="Search USER OPERATIONS Documentation:"}} 235 235 236 -**Search USER OPERATIONS Documentation:** 237 237 340 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 341 +{{/panel}} 238 238 343 +{{panel title="On this page:"}} 239 239 240 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 241 241 242 - 346 +{{toc/}} 347 +{{/panel}} 243 243 244 -{{ expandtitle="More USER OPERATIONS Documentation"}}245 - (% style="margin-left: 30.0px;" %)246 -**Add Users 349 +{{panel title="More USER OPERATIONS Documentation"}} 350 +{{expand}} 351 + **Add Users 247 247 ** 248 248 249 249 (% style="margin-left: 60.0px;" %) ... ... @@ -250,43 +250,43 @@ 250 250 251 251 252 252 (% style="margin-left: 60.0px;" %) 253 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]358 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]] 254 254 255 255 (% style="margin-left: 60.0px;" %) 256 -[[ Pre-Import Checklist>>doc:Pre-Import Checklist(v12\.x)]]361 +[[doc:Pre-Import Checklist]] 257 257 258 258 (% style="margin-left: 60.0px;" %) 259 -[[How to Import a File>>doc:Import - How to Import a File (v12\.x)]] 260 260 365 + 261 261 (% style="margin-left: 60.0px;" %) 262 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]367 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]] 263 263 264 264 (% style="margin-left: 60.0px;" %) 265 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]370 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]] 266 266 267 267 (% style="margin-left: 60.0px;" %) 268 -[[ Add Audience>>doc:Add Audience(v12\.x)]]373 +[[doc:Add Audience]] 269 269 270 270 (% style="margin-left: 30.0px;" %) 271 271 **Batch Operations** 272 272 273 273 (% style="margin-left: 60.0px;" %) 274 -[[ Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete(v12\.x)]]379 +[[doc:Bulk Operation - How to Perform a Batch Delete]] 275 275 276 276 (% style="margin-left: 60.0px;" %) 277 -[[ Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change(v12\.x)]]382 +[[doc:Bulk Operation - How to Perform a Batch Product Change]] 278 278 279 279 (% style="margin-left: 60.0px;" %) 280 -[[ Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change(v12\.x)]]385 +[[doc:Bulk Operation - How to Perform a Batch Status Change]] 281 281 282 282 (% style="margin-left: 60.0px;" %) 283 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]388 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]] 284 284 285 285 (% style="margin-left: 60.0px;" %) 286 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]391 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]] 287 287 288 288 (% style="margin-left: 60.0px;" %) 289 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]394 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]] 290 290 291 291 (% style="margin-left: 30.0px;" %) 292 292 **Target Audience Segments** ... ... @@ -295,10 +295,23 @@ 295 295 (% style="color: rgb(0,51,102);" %) __ 296 296 __ 297 297 298 - 403 +\\ 299 299 300 - 405 +\\ 301 301 {{/expand}} 407 +{{/panel}} 408 + 409 +\\ 410 + 411 +\\ 412 + 413 +\\ 414 + 415 +\\ 416 + 417 +\\ 418 + 419 +\\ 302 302 {{/layout-cell}} 303 303 {{/layout-section}} 304 304 {{/layout}}
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 66932/Utilities - TargetEngine(v12.x)1 +https://info.onecount.net//wiki/spaces/OD/pages/54198380/Segment Manager