Changes for page Segment Manager
Last modified by Admin User on 2025/01/24 16:21
Summary
-
Page properties (3 modified, 0 added, 0 removed)
-
Objects (1 modified, 0 added, 0 removed)
Details
- Page properties
-
- Title
-
... ... @@ -1,1 +1,1 @@ 1 -Utilities - Target Engine (v12.x)1 +Utilities - Target Engine - Author
-
... ... @@ -1,1 +1,1 @@ 1 -XWiki.m elanie@one-count_com1 +XWiki.Admin - Content
-
... ... @@ -4,11 +4,11 @@ 4 4 5 5 6 6 {{id name="Start ScreenSteps Content"/}} 7 - segments 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 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 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**, **Action Manager**, and **Target Engine**. 12 12 13 13 === Please Note: === 14 14 ... ... @@ -18,200 +18,259 @@ 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:me dia_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 displayinga list ofexistingpersonas, 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 - Expandingthedetailsofapersonawillshow you thetarget segment andactionsforthatpersona.(Seescreenshotbelow.)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:medi a_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. You can also create an "Account-based Segment." This is typically a group of IP Addresses that define a target company. 42 42 43 - ===CREATEANEWPERSONA===44 +If you click the "First Party" tab, you will have the opportunity to define a segment. Click on the "User" button to define the segment based on demographic characteristics or select Account to define your segment based on an IP address range. 44 44 45 -=== C lick"CreatePersona"button===46 +=== CREATE A DEMOGRAPHIC SEGMENT === 46 46 47 - [[image:attach:media_1437064785909.png||align="center"]]48 +of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment. Or choose Account to define an account-based segment. 48 48 49 - This will opentheProfilewindow, which isStep1 increatingthe persona.50 +[[image:attach:segment-demos.png||height="250"]] 50 50 51 - Youmoveforwardthroughthecreationprocessby clicking"Next"ateachstep,andyoucanmovebackto thepreviousstep byclicking"Back".52 +If you choose a demographic question that has a multiple choice response, simply click in the target box and start typing one of the responses. ONEcount should pre-populate the box with the response. Multiple responses can be defined for a single question. 52 52 53 - **Notethat ifyouclick the"Back"button,thestepyou wereworkingon won'tbe saved. Allstepsare savedonlyatStep4: Review and Save.**54 +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. 54 54 55 - ===Step1–Profile===56 +In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example. 56 56 57 - [[image:attach:media_1437065487760.png||align="center"]]58 +If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment. If you would like to add behavioral characteristics to your segment (ie., Peditricians who live in Arizona and have read three articles on diabetes), click on the Behavior tab. 58 58 59 - Complete the Name, Description, and Effective Date Range fields for the persona, then click the "Next" button.60 +\\ 60 60 61 - === Step 2 – Segment==62 +[[image:attach:segment-content.png||height="250"]] 62 62 63 - A"Segment"is asubgroupofyour user universe that youwishto targetwith apecificaction.64 +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. 64 64 65 - Youcan defineatarget segmentbyUser–includingProduct,Demographics,SourceCode,Newsletter,orWeb filters–orbyAccount.66 +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. 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 +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. 72 72 73 - Seedirectionsforcreatinga segmentofallusers,bothknownandunkown,in//**B.SegmentbyAccount**//below.70 +Define the frequency of the action in the Freq./Days box. This means how many times within the given date range this even has happened, and enter a date range for the given event. 74 74 75 - You may select multiple filters andmultiple optionswithinfilters.72 +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). 76 76 77 - ===A.Segment byUser===74 +There is a wide range of behavioral criteria that can be used for behavioral segments: 78 78 79 - [[image:attach:media_1437075145033.png||align="center"]]76 +**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). 80 80 81 - The screenshot above isfromv.11.6.Priorversions donothavethe"With"/"Without"option.78 +**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. 82 82 83 - Noticethe"AND" / "OR"logichat can beusedtojoindifferentfiltersfor the segment.Multipleselections//within//afilteruse"OR" logic.80 +**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. 84 84 85 -** To addadditionalcriteria toasegment,clickthe"And"or"Or" button.**82 +**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. 86 86 87 - Inthe example above,thetargetedsegment isall userswho:84 +**Package Transaction**: Users are selected based on the ONEcount package transaction they have executed. The sub-categories for Package Transaction are Subscribed/Purchased, Currently Subscribed, Not Subscribed, Expired, Will Expire, Unsubscribed. The Target is the name of the package. 88 88 89 - A.areNOT("Without")new//OR//renewalsubscribers,with aproduct statusofQualifiedPrint//OR//QualifiedDigital//OR//Non-QualifiedDigital,to theMagazine//OR//DigitalEditionproduct;86 +**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. 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 +**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. 95 95 96 -** Thatis,alluserswhofitcriteriaAAND fiteithercriteriaB OR C** * Noticethe separatorlinewhenANDisselected.90 +**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed. The target is a URL or URL fragment. 97 97 98 - ===B.Segment byAccount===92 +**Product Transaction**: Users are selected based on products that they have purchased. The sub-categories are Subscribed/Purchased, Currently Subscribed, Not Subscribed and Unsubscribed. The target is the product name. 99 99 100 - [[image:attach:media_1437079883697.png||align="center"]]94 +**Product Attribute**: Users are selected based on specific attributes of the products they have purchased. The sub-categories are the attributes (ie., category, type, state, etc.) The target is the value of that attribute (ie., blue, edible, New York, etc.) If the sub-category is a multiple-choice list, then your target must be the name of one of those elements of the list. If the sub-category is a free text field, you can enter any value in the target box. 101 101 102 - Version11.6 and laterhaveaddedfunctionalitythat allowsyou totargetsegments by Account – whichis IP AddressandUser Agent. A useragentis any software thatretrievesandpresents Web contentforendusers.User agentsinclude Webbrowsers,media players, and plug-ins that help inretrieving,rendering and interactingwithWeb content.96 +Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.** 103 103 98 +\\ 99 + 100 +(% style="margin-left: 30.0px;" %) 101 +=== CREATE AN ACCOUNT-BASED SEGMENT === 102 + 103 +(% style="margin-left: 30.0px;" %) 104 +target segments by Account – which is IP Address and User Agent. A user agent is any software that retrieves and presents Web content for end users. User agents include Web browsers, media players, and plug-ins that help in retrieving, rendering and interacting with Web content. 105 + 106 +(% 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. 105 105 109 +(% 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... 107 107 112 +(% 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 -== =Step3–Action===117 +== **CREATE AN ACTION** == 113 113 114 - "Action"is where you define the action to be taken fortheidentifiedsegment, e.g. a website pop-up or ad targeting.119 +From the Segment Manager menu, select Action Manager. This is where you define the action to be taken for a segment, e.g. a website pop-up or ad targeting. Types of available Actions include: Pop-Up, Redirect, Ad Target, Transactional Email 115 115 116 - Types of Actions include: Pop-Up, Redirect, Ad Target, Email121 +\\ 117 117 118 - You can useny existingactions by clicking in the "SelectActions" fieldand selectingtheaction (see screenshotbelow) or create anew action(see A-D below).123 +[[image:attach:Action-manager menu.png||width="800"]] 119 119 120 - [[image:attach:media_1442601673145.png||align="center"]]125 +\\ 121 121 122 - Hoveroveranaction toseedetails(seescreenshotbelow).127 +You'll see a list of Actions that have been previously been created. To create a new Action, click "Create Action" in the upper right. 123 123 124 - [[image:attach:media_1442602167866.png||align="center"]]129 +\\ 125 125 126 - === A. Create Pop-Up==131 +[[image:attach:action-manager.png||height="250"]] 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". 133 +\\ 133 133 134 - [[image:attach:media_1442611132544.png||align="center"]]135 +You'll be asked to provide a name for your new segment. Make it descriptive. You can also provide a brief description for this action. Click Next. 135 135 136 - Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.137 +\\ 137 137 138 - Upon clicking "Save", you'll be returnedto the"Defineto take" window where you'll see the name of the saved action in the action field. (See below.)139 +[[image:attach:define-action.png||height="250"]] 139 139 140 - Click"Next"to continuetoStep4–ReviewandSave.141 +On the next screen, from the Action pull-down, choose the type of action you would like. Again, you have four choices: Ad Target (through Google Ad Manager or DFP), Pop-UP, Transactional Email, or Redirect. 141 141 142 - [[image:attach:media_1443034475680.png||align="center"]]143 +=== **CREATE AN AD TARGET** === 143 143 144 - When apop-upactionis ineffect,apop-upwillappearforthe specifiedtarget segmentinthe designateddomainsandsections at the setfrequencyandprioritylevel. Pleasesee examplebelow.145 +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. 145 145 146 - [[image:attach:media_1443033012905.png||align="center"]]147 +In the screen below, you'll see the options for an Ad Target. The first two options are Target Domain and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference. 147 147 148 - Notehatthe displayopt-out willappear onlyifcheckedwhen creatingthepop-upaction.149 +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. 149 149 150 - ===B.CreateRedirect===151 +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. 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". 153 +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. 157 157 158 - [[image:attach:media_1442947217827.png||align="center"]]155 +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. 159 159 160 - Uponclicking "Next", you'llhave anopportunityto reviewtheaction and"Save"orgo"Back"tomakechanges.157 +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. 161 161 162 - Upon clicking "Save", you'll be returnedto the "Definectionto take" window where you'll seethe nameofthesaved action in the action field. (See below.)159 +[[image:attach:Define-banner-target.png||height="250"]] 163 163 164 - Click"Next"to continue toStep4–ReviewandSave.161 +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. 165 165 166 - Whena redirect isin effect, theredirect willoccurforthespecifiedtarget segmentinthe designateddomainsandsectionsatthesetfrequencyndprioritylevel. Thereisusernopt-outoptionfor thisaction.163 +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. 167 167 168 - ===C.Create Ad Target===165 +* 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 169 169 170 - Inorderforad targetingtowork,the adcode onyoursite must be updatedso that itwillacceptdprocessKeyandValuevariables.GCN willprovideyouwiththecorrectcode.167 +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. 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". 169 +NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 177 177 178 - [[image:attach:media_1446742365693.png||align="center"]]171 +=== CREATE A POP-UP TARGET === 179 179 173 +You can also create a pop-up target for your segments. There are two different types of pop-ups that can be defined in the ONEcount Action Manager: A ONEcount pop-up, and a Custom HTML pop-up. 174 + 175 +Choose Pop-Up from the Action pull-down at the top. 176 + 177 +The next two options are Target Domain and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference. 178 + 179 +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. 180 + 181 +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. 182 + 183 +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. 184 + 185 +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. 186 + 187 +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. 188 + 189 +The Target Domain and Section parameters are only required if you want to limit the banner. If you leave them blank, the user will be targeted across all your web sites. 190 + 191 +[[image:attach:pop-up-action.png||width="800"]] 192 + 193 +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. 194 + 195 +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. 196 + 197 +Last, define the pop-up. 198 + 199 +ONEcount includes a simple pop-up builder that allows you to build a pop-up with buttons that link out to other actions like forms, web pages, etc. 200 + 201 +Simply add the header or title for your pop-up, and then the text you want to appear in the box. Check the Display Opt out box if you want the pop-up to include an option to prevent future pop-ups. Choose how many action buttons you would like on the pop-up, and define the button text and the link that the user is sent to when they click on the button. 202 + 203 +If you have pop-up code that your web team has built, you can click on the Custom HTML tab and paste your code in the box. 204 + 205 +[[image:attach:custom-popup-box.png||width="800"]] 206 + 207 +Click Next to review your Action definition, and finally Save to save it. 208 + 209 +This is an example of ONEcount's built-in pop-ups: 210 + 211 +(% style="margin-left: 30.0px;" %) 212 +[[image:attach:media_1443033012905.png||align="center"]] 213 + 214 +(% style="margin-left: 30.0px;" %) 215 +Note that the display opt-out will appear only if checked when creating the pop-up action. 216 + 217 +(% style="margin-left: 30.0px;" %) 218 +=== **CREATE A REDIRECT ACTION** === 219 + 220 +Choose redirect from the list of Actions. The redirect action is very similar to the Pop-Up action, except that instead of displaying a pop-up message, ONEcount will redirect the user to a URL of your choosing. 221 + 222 +One use case for this might be users who have a subscription that is running out; you could create a segment of users whose subscription expires in the next 10 days, and target that segment with an Action that redirects them to your subscription form when they first come to your site. 223 + 224 +As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 225 + 226 +\\ 227 + 228 +(% style="margin-left: 60.0px;" %) 229 +[[image:attach:media_1442947217827.png||align="center"]] 230 + 231 +(% style="margin-left: 60.0px;" %) 180 180 Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 181 181 234 +(% style="margin-left: 60.0px;" %) 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.) 183 183 237 +(% style="margin-left: 60.0px;" %) 184 184 Click "Next" to continue to Step 4 – Review and Save. 185 185 186 -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. 240 +(% style="margin-left: 60.0px;" %) 241 +When a redirect is in effect, the redirect will occur for the specified target segment in the designated domains and sections at the set frequency and priority level. There is user no opt-out option for this action. 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. 243 +(% style="margin-left: 30.0px;" %) 244 +Click "Next" to continue to Step 4 – Review and Save. 189 189 190 -[[image:attach:media_1443036194948.png||align="center"]] 191 - 246 +(% 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 === 249 +(% style="margin-left: 30.0px;" %) 250 +=== CREATE E-MAIL ACTION === 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". 252 +(% style="margin-left: 30.0px;" %) 253 +To send a transactional e-mail to a user, choose Email from the Action pull-down. 201 201 255 +(% style="margin-left: 30.0px;" %) 202 202 [[image:attach:media_1442946953775.png||align="center"]] 203 203 258 +(% 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. 205 205 261 +(% 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.) 207 207 264 +(% style="margin-left: 30.0px;" %) 208 208 Click "Next" to continue to Step 4 – Review and Save. 209 209 267 +(% style="margin-left: 30.0px;" %) 210 210 [[image:attach:media_1443035194695.png||align="center"]] 211 211 270 +(% 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 === 273 +==== Step 4 – Review and Save ==== 215 215 216 216 [[image:attach:media_1446742842763.png||align="center"]] 217 217 ... ... @@ -225,25 +225,27 @@ 225 225 {{/layout-cell}} 226 226 227 227 {{layout-cell}} 228 - **Searchall Documentation:**287 +{{panel title="Search All Documentation:"}} 229 229 230 230 231 - 232 232 {{livesearch/}} 291 +{{/panel}} 233 233 234 - 293 +{{panel title="Search USER OPERATIONS Documentation:"}} 235 235 236 -**Search USER OPERATIONS Documentation:** 237 237 296 +{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 297 +{{/panel}} 238 238 299 +{{panel title="On this page:"}} 239 239 240 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}} 241 241 242 - 302 +{{toc/}} 303 +{{/panel}} 243 243 244 -{{ expandtitle="More USER OPERATIONS Documentation"}}245 - (% style="margin-left: 30.0px;" %)246 -**Add Users 305 +{{panel title="More USER OPERATIONS Documentation"}} 306 +{{expand}} 307 + **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)]]314 +[[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)]]317 +[[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)]] 260 260 321 + 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)]]323 +[[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)]]326 +[[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)]]329 +[[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)]]335 +[[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)]]338 +[[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)]]341 +[[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)]]344 +[[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)]]347 +[[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)]]350 +[[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 - 359 +\\ 299 299 300 - 361 +\\ 301 301 {{/expand}} 363 +{{/panel}} 364 + 365 +\\ 366 + 367 +\\ 368 + 369 +\\ 370 + 371 +\\ 372 + 373 +\\ 374 + 375 +\\ 302 302 {{/layout-cell}} 303 303 {{/layout-section}} 304 304 {{/layout}}
- Confluence.Code.ConfluencePageClass[0]
-
- id
-
... ... @@ -1,1 +1,1 @@ 1 - 675521 +23331698 - url
-
... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 67552/Utilities - Target Engine(v12.x)1 +https://info.onecount.net//wiki/spaces/OD/pages/23331698/Utilities - Target Engine