Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:55
Change comment: There is no comment for this version
To version 9.1
edited by Admin
on 2020/01/05 17:10
Change comment: There is no comment for this version

Summary

Details

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1 -Utilities - Target Engine (v12.x)
1 +Utilities - Target Engine
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.Admin
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - The Targeting Engine (v. 11.6 and later) / Persona Manager (pre v. 11.6) 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.
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.
8 8  
9 -Version 11.6 and later 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 Targeting Engine / Persona Manager.
11 +The following lesson will provide details on how to use the **Segment Manager**, **Action Manager**, and **Target Engine**.
12 12  
13 13  === Please Note: ===
14 14  
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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 -=== OPENING THE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW ===
21 +=== CREATING A NEW SEGMENT ===
22 22  
23 -=== Select UTILITIES from the main menu. ===
23 +**From the Segment Manager menu, select Segment Manager:
24 +**
24 24  
25 -[[image:attach:media_1436816640442.png||align="center"]]
26 +[[image:attach:segment manager menu.png||width="800"]]
26 26  
27 -=== Select TARGETING ENGINE from the sub-menu. ===
28 +\\
28 28  
29 -[[image:attach:media_1436816664853.png||align="center"]]
30 +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 displaying a list of existing personas, if any, as shown below.
32 +[[image:attach:manage segments.png||height="250"]]
32 32  
33 -[[image:attach:media_1436816784643.png||align="center"]]
34 +\\
34 34  
35 -Expanding the details of a persona will show you the target segment and actions for that persona. (See screenshot below.)
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.
36 36  
37 -[[image:attach:media_1437059609834.png||align="center"]]
38 +[[image:attach:segment-definion.png||height="250"]]
38 38  
39 -Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below.
40 +\\
40 40  
41 -[[image:attach:media_1437064543783.png||align="center"]]
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.
42 42  
43 -=== CREATE A NEW PERSONA ===
44 +If you click the "First Party" tab, you will have the opportunity to define the demographic characteristics of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment.
44 44  
45 -=== Click "Create Persona" button ===
46 +[[image:attach:segment-demos.png||height="250"]]
46 46  
47 -[[image:attach:media_1437064785909.png||align="center"]]
48 +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.
48 48  
50 +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.
51 +
52 +In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
53 +
54 +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.
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62 +[[image:attach:segment-content.png||height="250"]]
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49 49  This will open the Profile window, which is Step 1 in creating the persona.
50 50  
51 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  
82 +{{note}}
53 53  **Note that if you click the "Back" button, the step you were working on won't be saved. All steps are saved only at Step 4: Review and Save.**
84 +{{/note}}
54 54  
55 -=== Step 1 – Profile ===
86 +==== Step 1 – Profile ====
56 56  
57 57  [[image:attach:media_1437065487760.png||align="center"]]
58 58  
59 59  Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button.
60 60  
61 -=== Step 2 – Segment ===
92 +==== Step 2 – Segment ====
62 62  
63 63  A "Segment" is a subgroup of your user universe that you wish to target with a specific action.
64 64  
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65 65  You can define a target segment by User – including Product, Demographics, Source Code, Newsletter, or Web filters – or by Account.
66 66  
67 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).
99 +**Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria
100 +**Source Code** – Allows you to segment based on assigned or not assigned Source Code
101 +**Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter
102 +**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).
72 72  
73 73  See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below.
74 74  
75 75  You may select multiple filters and multiple options within filters.
76 76  
77 -=== A. Segment by User ===
108 +(% style="margin-left: 30.0px;" %)
109 +===== A. Segment by User =====
78 78  
111 +(% style="margin-left: 30.0px;" %)
79 79  [[image:attach:media_1437075145033.png||align="center"]]
80 80  
114 +(% style="margin-left: 30.0px;" %)
81 81  The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option.
82 82  
117 +(% style="margin-left: 30.0px;" %)
83 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.
84 84  
120 +(% style="margin-left: 30.0px;" %)
85 85  **To add additional criteria to a segment, click the "And" or "Or" button.**
86 86  
123 +(% style="margin-left: 30.0px;" %)
87 87  In the example above, the targeted segment is all users who:
88 88  
126 +(% style="margin-left: 30.0px;" %)
89 89  A. are NOT ("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;
90 90  
129 +(% style="margin-left: 30.0px;" %)
91 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".
131 +B. have ('With") opened the "...ain Today" newsletter;
132 +**OR**
133 +C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics".
95 95  
135 +(% style="margin-left: 30.0px;" %)
96 96  **That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected.
97 97  
98 -=== B. Segment by Account ===
138 +(% style="margin-left: 30.0px;" %)
139 +===== B. Segment by Account =====
99 99  
141 +(% style="margin-left: 30.0px;" %)
100 100  [[image:attach:media_1437079883697.png||align="center"]]
101 101  
144 +(% style="margin-left: 30.0px;" %)
102 102  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.
103 103  
147 +(% style="margin-left: 30.0px;" %)
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  
150 +(% style="margin-left: 30.0px;" %)
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  
153 +(% style="margin-left: 30.0px;" %)
108 108  Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field.
109 109  
110 110  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.
111 111  
112 -=== Step 3 – Action ===
158 +==== Step 3 – Action ====
113 113  
114 114  "Action" is where you define the action to be taken for the identified segment, e.g. a website pop-up or ad targeting.
115 115  
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123 123  
124 124  [[image:attach:media_1442602167866.png||align="center"]]
125 125  
126 -=== A. Create Pop-Up ===
172 +(% style="margin-left: 30.0px;" %)
173 +===== A. Create Pop-Up =====
127 127  
175 +(% style="margin-left: 30.0px;" %)
128 128  ~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".
177 +2. Give the action a name and description (optional).
178 +3. Click "Next".
179 +4. Complete the fields as shown below.
180 +5. Click "Next".
133 133  
182 +(% style="margin-left: 30.0px;" %)
134 134  [[image:attach:media_1442611132544.png||align="center"]]
135 135  
185 +(% style="margin-left: 30.0px;" %)
136 136  Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
137 137  
188 +(% style="margin-left: 30.0px;" %)
138 138  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.)
139 139  
191 +(% style="margin-left: 30.0px;" %)
140 140  Click "Next" to continue to Step 4 – Review and Save.
141 141  
194 +(% style="margin-left: 30.0px;" %)
142 142  [[image:attach:media_1443034475680.png||align="center"]]
143 143  
197 +(% style="margin-left: 30.0px;" %)
144 144  When a pop-up action is in effect, a pop-up will appear for the specified target segment in the designated domains and sections at the set frequency and priority level. Please see example below.
145 145  
200 +(% style="margin-left: 30.0px;" %)
146 146  [[image:attach:media_1443033012905.png||align="center"]]
147 147  
203 +(% style="margin-left: 30.0px;" %)
148 148  Note that the display opt-out will appear only if checked when creating the pop-up action.
149 149  
150 -=== B. Create Redirect ===
206 +(% style="margin-left: 30.0px;" %)
207 +===== B. Create Redirect =====
151 151  
209 +(% style="margin-left: 60.0px;" %)
152 152  ~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".
211 +2. Give the action a name and description (optional).
212 +3. Click "Next".
213 +4. Complete the fields as shown below.
214 +5. Click "Next".
157 157  
216 +(% style="margin-left: 60.0px;" %)
158 158  [[image:attach:media_1442947217827.png||align="center"]]
159 159  
219 +(% style="margin-left: 60.0px;" %)
160 160  Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
161 161  
222 +(% style="margin-left: 60.0px;" %)
162 162  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.)
163 163  
225 +(% style="margin-left: 60.0px;" %)
164 164  Click "Next" to continue to Step 4 – Review and Save.
165 165  
228 +(% style="margin-left: 60.0px;" %)
166 166  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.
167 167  
168 -=== C. Create Ad Target ===
231 +(% style="margin-left: 30.0px;" %)
232 +===== C. Create Ad Target =====
169 169  
234 +(% style="margin-left: 30.0px;" %)
170 170  In order for ad targeting to work, the ad code on your site must be updated so that it will accept and process Key and Value variables. GCN will provide you with the correct code.
171 171  
237 +(% style="margin-left: 30.0px;" %)
172 172  ~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".
239 +2. Give the action a name and description (optional).
240 +3. Click "Next".
241 +4. Complete the fields as shown below.
242 +5. Click "Next".
177 177  
244 +(% style="margin-left: 30.0px;" %)
178 178  [[image:attach:media_1446742365693.png||align="center"]]
179 179  
247 +(% style="margin-left: 30.0px;" %)
180 180  Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
181 181  
250 +(% style="margin-left: 30.0px;" %)
182 182  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.)
183 183  
253 +(% style="margin-left: 30.0px;" %)
184 184  Click "Next" to continue to Step 4 – Review and Save.
185 185  
256 +(% style="margin-left: 30.0px;" %)
186 186  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.
187 187  
188 -* 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 numbers.
259 +*
260 +** 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 numbers.
189 189  
262 +(% style="margin-left: 30.0px;" %)
190 190  [[image:attach:media_1443036194948.png||align="center"]]
191 191  
265 +(% style="margin-left: 30.0px;" %)
192 192  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.
193 193  
194 -=== D. Create Email ===
268 +(% style="margin-left: 30.0px;" %)
269 +===== D. Create Email =====
195 195  
271 +(% style="margin-left: 30.0px;" %)
196 196  ~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".
273 +2. Give the action a name and description (optional).
274 +3. Click "Next".
275 +4. Complete the fields as shown below.
276 +5. Click "Next".
201 201  
278 +(% style="margin-left: 30.0px;" %)
202 202  [[image:attach:media_1442946953775.png||align="center"]]
203 203  
281 +(% style="margin-left: 30.0px;" %)
204 204  Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
205 205  
284 +(% style="margin-left: 30.0px;" %)
206 206  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.)
207 207  
287 +(% style="margin-left: 30.0px;" %)
208 208  Click "Next" to continue to Step 4 – Review and Save.
209 209  
290 +(% style="margin-left: 30.0px;" %)
210 210  [[image:attach:media_1443035194695.png||align="center"]]
211 211  
293 +(% style="margin-left: 30.0px;" %)
212 212  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.
213 213  
214 -=== Step 4 – Review and Save ===
296 +==== Step 4 – Review and Save ====
215 215  
216 216  [[image:attach:media_1446742842763.png||align="center"]]
217 217  
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225 225  {{/layout-cell}}
226 226  
227 227  {{layout-cell}}
228 -**Search all Documentation:**
310 +{{panel title="Search All Documentation:"}}
229 229  
230 230  
231 -
232 232  {{livesearch/}}
314 +{{/panel}}
233 233  
234 -
316 +{{panel title="Search USER OPERATIONS Documentation:"}}
235 235  
236 -**Search USER OPERATIONS Documentation:**
237 237  
319 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
320 +{{/panel}}
238 238  
322 +{{panel title="On this page:"}}
239 239  
240 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
241 241  
242 -
325 +{{toc/}}
326 +{{/panel}}
243 243  
244 -{{expand title="More USER OPERATIONS Documentation"}}
245 -(% style="margin-left: 30.0px;" %)
246 -**Add Users
328 +{{panel title="More USER OPERATIONS Documentation"}}
329 +{{expand}}
330 + **Add Users
247 247  **
248 248  
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251 251  
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253 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
337 +[[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)]]
340 +[[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  
344 +
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)]]
346 +[[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)]]
349 +[[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)]]
352 +[[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)]]
358 +[[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)]]
361 +[[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)]]
364 +[[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)]]
367 +[[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)]]
370 +[[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)]]
373 +[[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**
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295 295  (% style="color: rgb(0,51,102);" %) __
296 296  __
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Confluence.Code.ConfluencePageClass[0]
id
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1 -66932
1 +23331687
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66932/Utilities - Target Engine (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331687/Utilities - Target Engine