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 - TargetEngine1 +Segment Manager - Author
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. Admin1 +XWiki.shravya@one-count_com - Content
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... ... @@ -18,9 +18,9 @@ 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 -=== CREATINGA NEW SEGMENT===21 +=== === 22 22 23 - **From the Segment Manager menu, select Segment Manager:23 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the Segment Manager menu, select Segment Manager:** 24 24 ** 25 25 26 26 [[image:attach:segment manager menu.png||width="800"]] ... ... @@ -39,10 +39,14 @@ 39 39 40 40 \\ 41 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 +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. 43 43 44 -If you click the "First Party" tab, you will have the opportunity to define thedemographiccharacteristicsofyoursegment based onthedemographicquestionsyouhavebuilt in yourdatabase.Youcanuseanydemographic questionto defineasegment.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. 45 45 46 +=== === 47 + 48 +{{id name="CreateDemoSegment"/}}CREATE A DEMOGRAPHIC SEGMENTof 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. 49 + 46 46 [[image:attach:segment-demos.png||height="250"]] 47 47 48 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. ... ... @@ -55,164 +55,194 @@ 55 55 56 56 \\ 57 57 58 - \\62 +[[image:attach:segment-content.png||height="250"]] 59 59 60 - \\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. 61 61 62 - [[image:attach:segment-content.png||height="250"]]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. 63 63 64 - \\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. 65 65 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. 71 + 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). 73 + 74 +There is a wide range of behavioral criteria that can be used for behavioral segments: 75 + 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). 77 + 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. 79 + 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. 81 + 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. 83 + 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. The selected date range will query on Request Date (Not Transaction Date). 85 + 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. 87 + 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. 89 + 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. 91 + 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. The selected date range will query on Request Date (Not Transaction Date). 93 + 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. 95 + 96 +Once you have defined your First Party (demographic) and Behavioral criteria for your segment, be sure to **HIT SAVE.** 97 + 66 66 \\ 67 67 100 +(% style="margin-left: 30.0px;" %) 101 +=== 102 + === 103 + 104 +{{id name="CreateAccountSegment"/}} 105 + 106 +(% style="margin-left: 30.0px;" %) 107 +=== CREATE AN ACCOUNT-BASED SEGMENT === 108 + 109 +(% style="margin-left: 30.0px;" %) 110 +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. 111 + 112 +(% style="margin-left: 30.0px;" %) 113 +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. 114 + 115 +(% style="margin-left: 30.0px;" %) 116 +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... 117 + 118 +(% style="margin-left: 30.0px;" %) 119 +Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field. 120 + 121 +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. 122 + 123 +== == 124 + 125 +{{id name="CreateAction"/}}CREATE AN ACTIONFrom 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 126 + 68 68 \\ 69 69 129 +[[image:attach:Action-manager menu.png||width="800"]] 130 + 70 70 \\ 71 71 133 +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. 134 + 72 72 \\ 73 73 137 +[[image:attach:action-manager.png||height="250"]] 138 + 74 74 \\ 75 75 141 +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. 142 + 76 76 \\ 77 77 78 - This will opentheProfile window, which is Step 1 in creatingthepersona.145 +[[image:attach:define-action.png||height="250"]] 79 79 80 - Youmoveforwardthroughthe creation process by clicking"Next"ateachstep,andyoucanmoveback tothepreviousstepbyclicking"Back".147 +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. 81 81 82 -{{note}} 83 -**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}} 149 +=== 150 + === 85 85 86 - ====Step 1 – Profile====152 +{{id name="CreateAdAction"/}} 87 87 88 - [[image:attach:media_1437065487760.png||align="center"]]154 +=== **CREATE AN AD ACTION** === 89 89 90 - CompletetheName,Description,andEffectiveDateRangefieldsforthe persona,thenclickthe"Next"button.156 +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. 91 91 92 - ====Step2–Segment====158 +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. 93 93 94 - A"Segment"isa subgroupofyouruseruniversehatyouwish to target with aspecific action.160 +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. 95 95 96 - Youcandefine atarget segmentby User–includingProduct,Demographics,SourceCode,Newsletter,or Webfilters–orbyAccount.162 +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. 97 97 98 -**Product** – Allows you to segment based on a product subscription status 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). 164 +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. 103 103 104 - Seedirectionsforcreatingasegment ofallusers,bothknown andunkown,in//**B.Segmentby Account**//below.166 +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. 105 105 106 - Youmayselectmultiplefiltersand multiple optionswithinfilters.168 +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. 107 107 108 -(% style="margin-left: 30.0px;" %) 109 -===== A. Segment by User ===== 170 +[[image:attach:Define-banner-target.png||height="250"]] 110 110 111 -(% style="margin-left: 30.0px;" %) 112 -[[image:attach:media_1437075145033.png||align="center"]] 172 +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. 113 113 114 -(% style="margin-left: 30.0px;" %) 115 -The screenshot above is from v. 11.6. Prior versions do not have the "With"/"Without" option. 174 +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. 116 116 117 -(% style="margin-left: 30.0px;" %) 118 -Notice the "AND" / "OR" logic that can be used to join different filters for the segment. Multiple selections //within// a filter use "OR" logic. 176 +* 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 119 119 120 -(% style="margin-left: 30.0px;" %) 121 -**To add additional criteria to a segment, click the "And" or "Or" button.** 178 +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. 122 122 123 -(% style="margin-left: 30.0px;" %) 124 -In the example above, the targeted segment is all users who: 180 +NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM. 125 125 126 - (% style="margin-left:30.0px;" %)127 - 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;182 +=== 183 + === 128 128 129 -(% style="margin-left: 30.0px;" %) 130 -**AND** 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". 185 +{{id name="CreatePopupAction"/}} 134 134 135 -(% style="margin-left: 30.0px;" %) 136 -**That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected. 187 +=== CREATE A POP-UP ACTION === 137 137 138 -(% style="margin-left: 30.0px;" %) 139 -===== B. Segment by Account ===== 189 +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. 140 140 141 -(% style="margin-left: 30.0px;" %) 142 -[[image:attach:media_1437079883697.png||align="center"]] 191 +Choose Pop-Up from the Action pull-down at the top. 143 143 144 -(% style="margin-left: 30.0px;" %) 145 -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. 193 +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. 146 146 147 -(% style="margin-left: 30.0px;" %) 148 -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. 195 +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. 149 149 150 -(% style="margin-left: 30.0px;" %) 151 -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... 197 +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. 152 152 153 -(% style="margin-left: 30.0px;" %) 154 -Note that only OR logic is used in Account segmenting and that you can enter multiple IP addresses and user agents in each field. 199 +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. 155 155 156 - Tocreatea segmentfALLusers,bothknownandunknown,entertheIPaddress1.0.0.0/1. This willincludeallpossibleIPaddressesand,byextension,all users whovisityour site.201 +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. 157 157 158 - ====Step3–Action====203 +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. 159 159 160 - "Action"iswhereyoudefinethe action tobetaken fortheidentifiedsegment,e.g.awebsitepop-uporadtargeting.205 +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. 161 161 162 - Types of Actions include:Pop-Up, Redirect, Ad Target, Email207 +[[image:attach:pop-up-action.png||width="800"]] 163 163 164 - Youcanuseany existing actions by clickingin the"SelectActions"fieldandselectingtheaction(seescreenshot below)orcreateanewaction(see A-D below).209 +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. 165 165 166 - [[image:attach:media_1442601673145.png||align="center"]]211 +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. 167 167 168 - Hover overan actionto seedetails (seescreenshotbelow).213 +Last, define the pop-up. 169 169 170 - [[image:attach:media_1442602167866.png||align="center"]]215 +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. 171 171 172 -(% style="margin-left: 30.0px;" %) 173 -===== A. Create Pop-Up ===== 217 +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. 174 174 175 -(% style="margin-left: 30.0px;" %) 176 -~1. Click "New action". 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". 219 +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. 181 181 182 -(% style="margin-left: 30.0px;" %) 183 -[[image:attach:media_1442611132544.png||align="center"]] 221 +[[image:attach:custom-popup-box.png||width="800"]] 184 184 185 -(% style="margin-left: 30.0px;" %) 186 -Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 223 +Click Next to review your Action definition, and finally Save to save it. 187 187 188 -(% style="margin-left: 30.0px;" %) 189 -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.) 225 +This is an example of ONEcount's built-in pop-ups: 190 190 191 191 (% style="margin-left: 30.0px;" %) 192 - Click "Next"tocontinueto Step 4 – Reviewand Save.228 +[[image:attach:media_1443033012905.png||align="center"]] 193 193 194 194 (% style="margin-left: 30.0px;" %) 195 - [[image:attach:media_1443034475680.png||align="center"]]231 +Note that the display opt-out will appear only if checked when creating the pop-up action. 196 196 197 197 (% style="margin-left: 30.0px;" %) 198 -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. 234 +=== 235 + === 199 199 200 -(% style="margin-left: 30.0px;" %) 201 -[[image:attach:media_1443033012905.png||align="center"]] 237 +{{id name="CreateRedirectAction"/}} 202 202 203 203 (% style="margin-left: 30.0px;" %) 204 - Notethatthedisplayopt-outwill appear only if checked when creating the pop-up action.240 +=== **CREATE A REDIRECT ACTION** === 205 205 206 -(% style="margin-left: 30.0px;" %) 207 -===== B. Create Redirect ===== 242 +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. 208 208 209 -(% style="margin-left: 60.0px;" %) 210 -~1. Click "New action". 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". 244 +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. 215 215 246 +As with pop-up and ad targeting, the Target Domain and Section parameters are optional. 247 + 248 +\\ 249 + 216 216 (% style="margin-left: 60.0px;" %) 217 217 [[image:attach:media_1442947217827.png||align="center"]] 218 218 ... ... @@ -229,51 +229,22 @@ 229 229 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. 230 230 231 231 (% style="margin-left: 30.0px;" %) 232 -===== C. Create Ad Target ===== 233 - 234 -(% style="margin-left: 30.0px;" %) 235 -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. 236 - 237 -(% style="margin-left: 30.0px;" %) 238 -~1. Click "New action". 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". 243 - 244 -(% style="margin-left: 30.0px;" %) 245 -[[image:attach:media_1446742365693.png||align="center"]] 246 - 247 -(% style="margin-left: 30.0px;" %) 248 -Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 249 - 250 -(% style="margin-left: 30.0px;" %) 251 -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.) 252 - 253 -(% style="margin-left: 30.0px;" %) 254 254 Click "Next" to continue to Step 4 – Review and Save. 255 255 256 256 (% style="margin-left: 30.0px;" %) 257 257 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. 258 258 259 -* 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. 261 - 262 262 (% style="margin-left: 30.0px;" %) 263 -[[image:attach:media_1443036194948.png||align="center"]] 272 +=== 273 + === 264 264 265 -(% style="margin-left: 30.0px;" %) 266 -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. 275 +{{id name="CreateEmailAction"/}} 267 267 268 268 (% style="margin-left: 30.0px;" %) 269 -=== ==D.CreateEmail=====278 +=== CREATE EMAIL ACTION === 270 270 271 271 (% style="margin-left: 30.0px;" %) 272 -~1. Click "New action". 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". 281 +To send a transactional e-mail to a user, choose Email from the Action pull-down. 277 277 278 278 (% style="margin-left: 30.0px;" %) 279 279 [[image:attach:media_1442946953775.png||align="center"]] ... ... @@ -293,7 +293,7 @@ 293 293 (% style="margin-left: 30.0px;" %) 294 294 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. 295 295 296 - ==== Step 4 –Review and Save====301 +Review and Save 297 297 298 298 [[image:attach:media_1446742842763.png||align="center"]] 299 299 ... ... @@ -301,8 +301,89 @@ 301 301 302 302 If you wish to make changes, click the "Back" button to move backward through the steps. 303 303 309 +\\ 304 304 311 +== 312 + == 305 305 314 +{{id name="CreateTarget"/}} 315 + 316 +== **CREATE A TARGET: CONNECTING SEGMENTS TO ACTIONS** == 317 + 318 +So now you have created audience segments based on demographics, actions, or a host of other deterministic criteria. And you've created a handful of actions, including pop-ups, banner targets, transactional e-mails and redirects. How do you put it all together? 319 + 320 +The Target Engine has a very simple task: It connects Segments to Actions. It is pretty easy to use. Simply select Target Engine from the Segment Manager menu: 321 + 322 +\\ 323 + 324 +[[image:attach:target-engine-menu.png||width="800"]] 325 + 326 +\\ 327 + 328 +You'll see a list of existing targets and have an opportunity to create a new one. To edit an existing target, click on the pencil icon next to the target. 329 + 330 +\\ 331 + 332 +[[image:attach:target-list.png||width="800"]] 333 + 334 +\\ 335 + 336 +Once a segment has been defined and executed by the system, you can see up to the minute the statistics on your target by clicking on the small arrow next to the target. The screen will expand to show the details of your target, as well as usage statistics. In this case, the target waas seen 296,852 times by 35,166 unique users. The numbers in blue next to Known represent the number of known or identified views or users who have interacted with this target. 337 + 338 +\\ 339 + 340 +[[image:attach:expanded-target-list.png||width="800"]] 341 + 342 +\\ 343 + 344 +To create a new target, click "Create Target" in the upper-right corner. You'll be presented with a screen allowing you to give the target a title and a brief description. You'll also be given the opportunity to define an effective date range. This is the time period during which the Target will be active. 345 + 346 +Please note that if you have defined a time-frame in your segment for behavior, it will not effect the date range for the target. The reason is because the segment time-frame determines who is in the segment, the target time-frame determines when the target will be "live." 347 + 348 +For example, you might create a segment of web site visitors who looked at Halloween merchandise on your site from 10/1 to 10/31, and then a target that runs 11/1 through 11/25 offering them a discount on Thanksgiving merchandise. 349 + 350 +\\ 351 + 352 +[[image:attach:target-definition.png||width="800"]] 353 + 354 +Once you have defined the name and date range of your target, simply select the appropriate Segment to the Action(s) you want to execute. Note than mor than one Action can be selected for a given segment. 355 + 356 +\\ 357 + 358 +[[image:attach:target-segment-action.png||width="800"]] 359 + 360 +\\ 361 + 362 +Click Next to reviewyour settings, and then save. 363 + 364 +\\ 365 + 366 +\\ 367 + 368 +[[image:attach:target-review-and-save.png||width="800"]] 369 + 370 +\\ 371 + 372 +\\ 373 + 374 +\\ 375 + 376 +\\ 377 + 378 +\\ 379 + 380 +\\ 381 + 382 +\\ 383 + 384 +\\ 385 + 386 +\\ 387 + 388 +\\ 389 + 390 + 391 + 306 306 {{id name="End ScreenSteps Content"/}} 307 307 {{/layout-cell}} 308 308 ... ... @@ -399,7 +399,3 @@ 399 399 {{/layout-cell}} 400 400 {{/layout-section}} 401 401 {{/layout}} 402 - 403 -\\ 404 - 405 -\\
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/ 23331687/Utilities - TargetEngine1 +https://info.onecount.net//wiki/spaces/OD/pages/53248002/Segment Manager