Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 6.1
edited by melanie@one-count_com
on 2016/12/14 14:10
Change comment: There is no comment for this version
To version 7.1
edited by melanie@one-count_com
on 2016/12/14 14:15
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -20,12 +20,14 @@
20 20  
21 21  === OPEN THE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW ===
22 22  
23 -=== Select UTILITIES from the main menu. ===
23 +**Select UTILITIES from the main menu.**
24 24  
25 25  [[image:attach:media_1436816640442.png||align="center"]]
26 26  
27 -=== Select TARGETING ENGINE from the sub-menu. ===
27 +
28 28  
29 +**Select TARGETING ENGINE from the sub-menu.**
30 +
29 29  [[image:attach:media_1436816664853.png||align="center"]]
30 30  
31 31  This will open the Targeting Automation & Personalization (TAP) window displaying a list of existing personas, if any, as shown below.
... ... @@ -34,8 +34,10 @@
34 34  
35 35  Expanding the details of a persona will show you the target segment and actions for that persona. (See screenshot below.)
36 36  
37 -[[image:attach:media_1437059609834.png||align="center"]]
39 +**[[image:attach:media_1437059609834.png||align="center"]]**
38 38  
41 +
42 +
39 39  Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below.
40 40  
41 41  [[image:attach:media_1437064543783.png||align="center"]]
... ... @@ -42,7 +42,7 @@
42 42  
43 43  === CREATE A NEW PERSONA ===
44 44  
45 -=== Click "Create Persona" button ===
49 +**Click "Create Persona" button**
46 46  
47 47  [[image:attach:media_1437064785909.png||align="center"]]
48 48  
... ... @@ -50,15 +50,17 @@
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  
57 +{{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.**
59 +{{/note}}
54 54  
55 -=== Step 1 – Profile ===
61 +==== 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 ===
67 +==== 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  
... ... @@ -74,42 +74,57 @@
74 74  
75 75  You may select multiple filters and multiple options within filters.
76 76  
77 -=== A. Segment by User ===
83 +(% style="margin-left: 30.0px;" %)
84 +===== A. Segment by User =====
78 78  
86 +(% style="margin-left: 30.0px;" %)
79 79  [[image:attach:media_1437075145033.png||align="center"]]
80 80  
89 +(% 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  
92 +(% 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  
95 +(% style="margin-left: 30.0px;" %)
85 85  **To add additional criteria to a segment, click the "And" or "Or" button.**
86 86  
98 +(% style="margin-left: 30.0px;" %)
87 87  In the example above, the targeted segment is all users who:
88 88  
101 +(% 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  
104 +(% style="margin-left: 30.0px;" %)
91 91  **AND**
92 92   B. have ('With") opened the "...ain Today" newsletter;
93 93   **OR**
94 94   C. have ("With") Primary Business Category that contains "Industrial Mfg., Including Plastics & Rubber... " _OR "_High-Tech Computers/Electronics".
95 95  
110 +(% 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 ===
113 +(% style="margin-left: 30.0px;" %)
114 +===== B. Segment by Account =====
99 99  
116 +(% style="margin-left: 30.0px;" %)
100 100  [[image:attach:media_1437079883697.png||align="center"]]
101 101  
119 +(% 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  
122 +(% 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  
125 +(% 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  
128 +(% 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 ===
133 +==== 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  
... ... @@ -123,8 +123,10 @@
123 123  
124 124  [[image:attach:media_1442602167866.png||align="center"]]
125 125  
126 -=== A. Create Pop-Up ===
147 +(% style="margin-left: 30.0px;" %)
148 +===== A. Create Pop-Up =====
127 127  
150 +(% style="margin-left: 30.0px;" %)
128 128  ~1. Click "New action".
129 129   2. Give the action a name and description (optional).
130 130   3. Click "Next".
... ... @@ -131,24 +131,34 @@
131 131   4. Complete the fields as shown below.
132 132   5. Click "Next".
133 133  
157 +(% style="margin-left: 30.0px;" %)
134 134  [[image:attach:media_1442611132544.png||align="center"]]
135 135  
160 +(% 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  
163 +(% 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  
166 +(% style="margin-left: 30.0px;" %)
140 140  Click "Next" to continue to Step 4 – Review and Save.
141 141  
169 +(% style="margin-left: 30.0px;" %)
142 142  [[image:attach:media_1443034475680.png||align="center"]]
143 143  
172 +(% 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  
175 +(% style="margin-left: 30.0px;" %)
146 146  [[image:attach:media_1443033012905.png||align="center"]]
147 147  
178 +(% 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 ===
181 +(% style="margin-left: 30.0px;" %)
182 +===== B. Create Redirect =====
151 151  
184 +(% style="margin-left: 60.0px;" %)
152 152  ~1. Click "New action".
153 153   2. Give the action a name and description (optional).
154 154   3. Click "Next".
... ... @@ -155,20 +155,28 @@
155 155   4. Complete the fields as shown below.
156 156   5. Click "Next".
157 157  
191 +(% style="margin-left: 60.0px;" %)
158 158  [[image:attach:media_1442947217827.png||align="center"]]
159 159  
194 +(% 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  
197 +(% 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  
200 +(% style="margin-left: 60.0px;" %)
164 164  Click "Next" to continue to Step 4 – Review and Save.
165 165  
203 +(% 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 ===
206 +(% style="margin-left: 30.0px;" %)
207 +===== C. Create Ad Target =====
169 169  
209 +(% 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  
212 +(% style="margin-left: 30.0px;" %)
172 172  ~1. Click "New action".
173 173   2. Give the action a name and description (optional).
174 174   3. Click "Next".
... ... @@ -175,24 +175,34 @@
175 175   4. Complete the fields as shown below.
176 176   5. Click "Next".
177 177  
219 +(% style="margin-left: 30.0px;" %)
178 178  [[image:attach:media_1446742365693.png||align="center"]]
179 179  
222 +(% 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  
225 +(% 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  
228 +(% style="margin-left: 30.0px;" %)
184 184  Click "Next" to continue to Step 4 – Review and Save.
185 185  
231 +(% 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.
234 +*
235 +** 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  
237 +(% style="margin-left: 30.0px;" %)
190 190  [[image:attach:media_1443036194948.png||align="center"]]
191 191  
240 +(% 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 ===
243 +(% style="margin-left: 30.0px;" %)
244 +===== D. Create Email =====
195 195  
246 +(% style="margin-left: 30.0px;" %)
196 196  ~1. Click "New action".
197 197   2. Give the action a name and description (optional).
198 198   3. Click "Next".
... ... @@ -199,19 +199,25 @@
199 199   4. Complete the fields as shown below.
200 200   5. Click "Next".
201 201  
253 +(% style="margin-left: 30.0px;" %)
202 202  [[image:attach:media_1442946953775.png||align="center"]]
203 203  
256 +(% 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  
259 +(% 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  
262 +(% style="margin-left: 30.0px;" %)
208 208  Click "Next" to continue to Step 4 – Review and Save.
209 209  
265 +(% style="margin-left: 30.0px;" %)
210 210  [[image:attach:media_1443035194695.png||align="center"]]
211 211  
268 +(% 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 ===
271 +==== Step 4 – Review and Save ====
215 215  
216 216  [[image:attach:media_1446742842763.png||align="center"]]
217 217  
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -67554
1 +11927708
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/67554/Utilities - Target Engine (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/11927708/Utilities - Target Engine (v12.x)