Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 9.1
edited by Admin
on 2020/01/05 17:10
Change comment: There is no comment for this version
To version 7.1
edited by melanie@one-count_com
on 2016/12/14 15:15
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
... ... @@ -1,1 +1,1 @@
1 -Utilities - Target Engine
1 +Utilities - Target Engine (v12.x)
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.Admin
1 +XWiki.melanie@one-count_com
Content
... ... @@ -4,11 +4,11 @@
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 **Segment Manager**, **Action Manager**, and **Target Engine**.
11 +The following lesson will provide details on how to use the Targeting Engine / Persona Manager.
12 12  
13 13  === Please Note: ===
14 14  
... ... @@ -18,63 +18,38 @@
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 -=== CREATING A NEW SEGMENT ===
21 +=== OPEN THE TARGETING AUTOMATION & PERSONALIZATION (TAP) WINDOW ===
22 22  
23 -**From the Segment Manager menu, select Segment Manager:
24 -**
23 +**Select UTILITIES from the main menu.**
25 25  
26 -[[image:attach:segment manager menu.png||width="800"]]
25 +[[image:attach:media_1436816640442.png||align="center"]]
27 27  
28 -\\
27 +
29 29  
30 -You will see a list of existing segments. Click "Create Segment" in the upper right-hand corner.
29 +**Select TARGETING ENGINE from the sub-menu.**
31 31  
32 -[[image:attach:manage segments.png||height="250"]]
31 +[[image:attach:media_1436816664853.png||align="center"]]
33 33  
34 -\\
33 +This will open the Targeting Automation & Personalization (TAP) window displaying a list of existing personas, if any, as shown below.
35 35  
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.
35 +[[image:attach:media_1436816784643.png||align="center"]]
37 37  
38 -[[image:attach:segment-definion.png||height="250"]]
37 +Expanding the details of a persona will show you the target segment and actions for that persona. (See screenshot below.)
39 39  
40 -\\
39 +**[[image:attach:media_1437059609834.png||align="center"]]**
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.
41 +
43 43  
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.
43 +Clicking on the "i" (information) icon will display a pop-up with details of the action to perform, as shown below.
45 45  
46 -[[image:attach:segment-demos.png||height="250"]]
45 +[[image:attach:media_1437064543783.png||align="center"]]
47 47  
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.
47 +=== CREATE A NEW PERSONA ===
49 49  
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.
49 +**Click "Create Persona" button**
51 51  
52 -In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
51 +[[image:attach:media_1437064785909.png||align="center"]]
53 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.
55 -
56 -\\
57 -
58 -\\
59 -
60 -\\
61 -
62 -[[image:attach:segment-content.png||height="250"]]
63 -
64 -\\
65 -
66 -\\
67 -
68 -\\
69 -
70 -\\
71 -
72 -\\
73 -
74 -\\
75 -
76 -\\
77 -
78 78  This will open the Profile window, which is Step 1 in creating the persona.
79 79  
80 80  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".
... ... @@ -96,10 +96,10 @@
96 96  You can define a target segment by User – including Product, Demographics, Source Code, Newsletter, or Web filters – or by Account.
97 97  
98 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).
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).
103 103  
104 104  See directions for creating a segment of all users, both known and unkown, in //**B. Segment by Account**// below.
105 105  
... ... @@ -128,9 +128,9 @@
128 128  
129 129  (% style="margin-left: 30.0px;" %)
130 130  **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".
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".
134 134  
135 135  (% style="margin-left: 30.0px;" %)
136 136  **That is, all users who fit criteria A AND fit either criteria B OR C** * Notice the separator line when AND is selected.
... ... @@ -174,10 +174,10 @@
174 174  
175 175  (% style="margin-left: 30.0px;" %)
176 176  ~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".
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".
181 181  
182 182  (% style="margin-left: 30.0px;" %)
183 183  [[image:attach:media_1442611132544.png||align="center"]]
... ... @@ -208,10 +208,10 @@
208 208  
209 209  (% style="margin-left: 60.0px;" %)
210 210  ~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".
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".
215 215  
216 216  (% style="margin-left: 60.0px;" %)
217 217  [[image:attach:media_1442947217827.png||align="center"]]
... ... @@ -236,10 +236,10 @@
236 236  
237 237  (% style="margin-left: 30.0px;" %)
238 238  ~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".
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".
243 243  
244 244  (% style="margin-left: 30.0px;" %)
245 245  [[image:attach:media_1446742365693.png||align="center"]]
... ... @@ -270,10 +270,10 @@
270 270  
271 271  (% style="margin-left: 30.0px;" %)
272 272  ~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".
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".
277 277  
278 278  (% style="margin-left: 30.0px;" %)
279 279  [[image:attach:media_1442946953775.png||align="center"]]
... ... @@ -334,43 +334,43 @@
334 334  
335 335  
336 336  (% style="margin-left: 60.0px;" %)
337 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
312 +[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import (v12\.x)]]
338 338  
339 339  (% style="margin-left: 60.0px;" %)
340 -[[doc:Pre-Import Checklist]]
315 +[[Pre-Import Checklist>>doc:Pre-Import Checklist (v12\.x)]]
341 341  
342 342  (% style="margin-left: 60.0px;" %)
343 343  
344 344  
345 345  (% style="margin-left: 60.0px;" %)
346 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
321 +[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template (v12\.x)]]
347 347  
348 348  (% style="margin-left: 60.0px;" %)
349 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
324 +[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template (v12\.x)]]
350 350  
351 351  (% style="margin-left: 60.0px;" %)
352 -[[doc:Add Audience]]
327 +[[Add Audience>>doc:Add Audience (v12\.x)]]
353 353  
354 354  (% style="margin-left: 30.0px;" %)
355 355  **Batch Operations**
356 356  
357 357  (% style="margin-left: 60.0px;" %)
358 -[[doc:Bulk Operation - How to Perform a Batch Delete]]
333 +[[Bulk Operation - How to Perform a Batch Delete>>doc:Bulk Operation - How to Perform a Batch Delete (v12\.x)]]
359 359  
360 360  (% style="margin-left: 60.0px;" %)
361 -[[doc:Bulk Operation - How to Perform a Batch Product Change]]
336 +[[Bulk Operation - How to Perform a Batch Product Change>>doc:Bulk Operation - How to Perform a Batch Product Change (v12\.x)]]
362 362  
363 363  (% style="margin-left: 60.0px;" %)
364 -[[doc:Bulk Operation - How to Perform a Batch Status Change]]
339 +[[Bulk Operation - How to Perform a Batch Status Change>>doc:Bulk Operation - How to Perform a Batch Status Change (v12\.x)]]
365 365  
366 366  (% style="margin-left: 60.0px;" %)
367 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
342 +[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe (v12\.x)]]
368 368  
369 369  (% style="margin-left: 60.0px;" %)
370 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
345 +[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill (v12\.x)]]
371 371  
372 372  (% style="margin-left: 60.0px;" %)
373 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
348 +[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users (v12\.x)]]
374 374  
375 375  (% style="margin-left: 30.0px;" %)
376 376  **Target Audience Segments**
... ... @@ -379,27 +379,23 @@
379 379  (% style="color: rgb(0,51,102);" %) __
380 380  __
381 381  
382 -\\
357 +
383 383  
384 -\\
359 +
385 385  {{/expand}}
386 386  {{/panel}}
387 387  
388 -\\
363 +
389 389  
390 -\\
365 +
391 391  
392 -\\
367 +
393 393  
394 -\\
369 +
395 395  
396 -\\
371 +
397 397  
398 -\\
373 +
399 399  {{/layout-cell}}
400 400  {{/layout-section}}
401 401  {{/layout}}
402 -
403 -\\
404 -
405 -\\
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -23331687
1 +11927708
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/23331687/Utilities - Target Engine
1 +https://info.onecount.net//wiki/spaces/OD/pages/11927708/Utilities - Target Engine (v12.x)