Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 8.1
edited by steven@one-count_com
on 2018/07/10 16:39
Change comment: There is no comment for this version
To version 9.1
edited by Admin
on 2020/01/05 16:10
Change comment: There is no comment for this version

Summary

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Author
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1 -XWiki.steven@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 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 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 -=== OPEN 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 -
28 +\\
28 28  
29 -**Select TARGETING ENGINE from the sub-menu.**
30 +You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
30 30  
31 -[[image:attach:media_1436816664853.png||align="center"]]
32 +[[image:attach:manage segments.png||height="250"]]
32 32  
33 -This will open the Targeting Automation & Personalization (TAP) window displaying a list of existing personas, if any, as shown below.
34 +\\
34 34  
35 -[[image:attach:media_1436816784643.png||align="center"]]
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 -Expanding the details of a persona will show you the target segment and actions for that persona. (See screenshot below.)
38 +[[image:attach:segment-definion.png||height="250"]]
38 38  
39 -**[[image:attach:media_1437059609834.png||align="center"]]**
40 +\\
40 40  
41 -
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 -Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below.
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 -[[image:attach:media_1437064543783.png||align="center"]]
46 +[[image:attach:segment-demos.png||height="250"]]
46 46  
47 -=== CREATE A NEW PERSONA ===
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  
49 -**Click "Create Persona" button**
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.
50 50  
51 -[[image:attach:media_1437064785909.png||align="center"]]
52 +In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
52 52  
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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53 53  This will open the Profile window, which is Step 1 in creating the persona.
54 54  
55 55  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".
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71 71  You can define a target segment by User – including Product, Demographics, Source Code, Newsletter, or Web filters – or by Account.
72 72  
73 73  **Product** – Allows you to segment based on a product subscription status
74 - **Demographics** – Allows you to segment based on whether a user meets or does not meet specified demographic criteria
75 - **Source Code** – Allows you to segment based on assigned or not assigned Source Code
76 - **Newsletter** – Allows you to segment based on whether a user has or has not opened or clicked on a specified newsletter
77 - **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).
78 78  
79 79  See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below.
80 80  
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103 103  
104 104  (% style="margin-left: 30.0px;" %)
105 105  **AND**
106 - B. have ('With") opened the "...ain Today" newsletter;
107 - **OR**
108 - 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".
109 109  
110 110  (% style="margin-left: 30.0px;" %)
111 111  **That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected.
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149 149  
150 150  (% style="margin-left: 30.0px;" %)
151 151  ~1. Click "New action".
152 - 2. Give the action a name and description (optional).
153 - 3. Click "Next".
154 - 4. Complete the fields as shown below.
155 - 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".
156 156  
157 157  (% style="margin-left: 30.0px;" %)
158 158  [[image:attach:media_1442611132544.png||align="center"]]
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183 183  
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185 185  ~1. Click "New action".
186 - 2. Give the action a name and description (optional).
187 - 3. Click "Next".
188 - 4. Complete the fields as shown below.
189 - 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".
190 190  
191 191  (% style="margin-left: 60.0px;" %)
192 192  [[image:attach:media_1442947217827.png||align="center"]]
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211 211  
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213 213  ~1. Click "New action".
214 - 2. Give the action a name and description (optional).
215 - 3. Click "Next".
216 - 4. Complete the fields as shown below.
217 - 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".
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219 219  (% style="margin-left: 30.0px;" %)
220 220  [[image:attach:media_1446742365693.png||align="center"]]
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245 245  
246 246  (% style="margin-left: 30.0px;" %)
247 247  ~1. Click "New action".
248 - 2. Give the action a name and description (optional).
249 - 3. Click "Next".
250 - 4. Complete the fields as shown below.
251 - 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".
252 252  
253 253  (% style="margin-left: 30.0px;" %)
254 254  [[image:attach:media_1442946953775.png||align="center"]]
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312 312  [[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
313 313  
314 314  (% style="margin-left: 60.0px;" %)
315 -[[Pre-Import Checklist>>doc:Pre-Import Checklist]]
340 +[[doc:Pre-Import Checklist]]
316 316  
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318 318  
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324 324  [[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
325 325  
326 326  (% style="margin-left: 60.0px;" %)
327 -[[Add Audience>>doc:Add Audience]]
352 +[[doc:Add Audience]]
328 328  
329 329  (% style="margin-left: 30.0px;" %)
330 330  **Batch Operations**
331 331  
332 332  (% style="margin-left: 60.0px;" %)
333 -[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete]]
358 +[[doc:Bulk Operation - How to Perform a Batch Delete]]
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335 335  (% style="margin-left: 60.0px;" %)
336 -[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change]]
361 +[[doc:Bulk Operation - How to Perform a Batch Product Change]]
337 337  
338 338  (% style="margin-left: 60.0px;" %)
339 -[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change]]
364 +[[doc:Bulk Operation - How to Perform a Batch Status Change]]
340 340  
341 341  (% style="margin-left: 60.0px;" %)
342 342  [[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
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354 354  (% style="color: rgb(0,51,102);" %) __
355 355  __
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360 360  {{/expand}}
361 361  {{/panel}}
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374 374  {{/layout-cell}}
375 375  {{/layout-section}}
376 376  {{/layout}}
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Confluence.Code.ConfluencePageClass[0]
id
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1 -23331680
1 +23331687
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/23331680/Utilities - Target Engine
1 +https://info.onecount.net//wiki/spaces/OD/pages/23331687/Utilities - Target Engine