Wiki source code of Segment Manager

Version 27.1 by rijo on 2022/12/15 06:27

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	6	{{id name="Start ScreenSteps Content"/}}
16.1	7	The Targeting Engine is a powerful tool that allows 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.
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5.1	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.
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17.1	11	The following lesson will provide details on how to use the Segment Manager.
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	13	=== Please Note: ===
	14
	15	Segments and targeting actions can be applied to both Known and Unknown users.
	16
	17	If the defined criteria for a target segment doesn't require a user be known, e.g. viewing a particular webpage or section 3 times, as soon as a user meets that criteria by viewing the defined webpage or section 3 times, he/she is included in that segment (whether a known user or not) and the targeting action will occur.
	18
	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
12.1	21	=== ===
3.1	22
16.1	23	{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :**
9.1	24	**
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16.1	26	[[image:attach:image2021-10-25_15-3-35.png\|\|thumbnail="true" height="250"]]
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9.1	28	\\
3.1	29
18.1	30	Under "User Defined Segments" tab, you will see a list of existing segments.
7.1	31
18.1	32	Each segment created, is listed here and has edit and delete functionality available just next to it. The overview of the segment (effective date, action, segment size, stats for known and unknown users) is available on click of arrow button next to each segment.
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	34	\\
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16.1	36	[[image:attach:image2021-10-25_15-11-53.png\|\|height="250"]]
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9.1	38	\\
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26.1	40	\\
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26.1	42	[[image:attach:SegmentsKnownUnknown3.png\|\|width="794"]]
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27.1	44	The list of segments created contains three columns. The first column is Segment ID, the second shows Segment Name, and the third is a collection of icons with the following features:
26.1	45
27.1	46	(% class="wrapped" %)
26.1	47	\|=(((
	48	Image
	49	)))\|=(((
	50	Icon
	51	)))\|=(((
	52	Feature description
	53	)))
	54	\|(((
	55	pencil
	56	)))\|(((
	57	(% class="content-wrapper" %)
	58	(((
	59	[[image:attach:pencil edit.png\|\|thumbnail="true" width="40"]]
	60	)))
	61	)))\|(((
	62	is for editing segment
	63	)))
	64	\|(((
	65	trash can
	66	)))\|(((
	67	(% class="content-wrapper" %)
	68	(((
	69	[[image:attach:trashcan delete.png\|\|thumbnail="true" width="40"]]
	70	)))
	71	)))\|(((
	72	is for deleting segment
	73	)))
	74	\|(((
	75	add user
	76	)))\|(((
	77	(% class="content-wrapper" %)
	78	(((
	79	[[image:attach:adduserSegment.png\|\|thumbnail="true" width="40"]]
	80	)))
	81	)))\|(((
	82	adds user to the segment
	83	)))
	84	\|(((
	85	downward triangle
	86	)))\|(((
	87	(% class="content-wrapper" %)
	88	(((
	89	[[image:attach:display data.png\|\|thumbnail="true" width="40"]]
	90	)))
	91	)))\|(((
	92	displays data related to the segment such as Effective Date, Action, segment size. It also shows a table with Knowns, Unknowns and Total users as of the Effective Date. At the bottom right is a graph with data for the last 7 days for Knowns and Unknowns.
	93	)))
	94
18.1	95	\\
	96
26.1	97	If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
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	99	[[image:attach:SegmentUserAddedMsg.png\|\|width="538"]]
	100
	101	\\
	102
18.1	103	Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
	104
24.1	105	The new segment creation screen consists of total 5 tabs – Definition, Demographics (previously named as First Party), IP Address (previously named as Account based), Behavior, Action. The panels are cumulative, meaning that in order for a user to be included in a segment, the rules on the Demographics, IP Address, and Behavior tabs must all match that user.
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16.1	107	Demographics, IP Address, Behavior tabs allow us to define the segment rules.
	108
	109	1. Definition Tab:
	110
	111	Define your segment by giving it a name and a brief description.
	112
	113	Title is a mandatory field. It should not be blank. Without providing title, you cannot navigate to other tabs.
	114
	115	Description is an optional field and can have any types of values.
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22.1	117	[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png\|\|width="800"]]
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9.1	119	\\
3.1	120
22.1	121	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 "IP addresses-based Segment.", which can also be called as account based segment.
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24.1	123	Give your segment a descriptive name. You can also add a brief description to the segment with more details.
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24.1	125	On this panel you will see an option to include only unknown users in this segment. Many of the segment selection criteria can apply to both unknown (ie., unidentified) and known (identified) users. By changing this option to "Yes," you are telling ONEcount to only select users who are unknown for this segment. (See Segment Impact Matrix below).
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16.1	127	\\
3.1	128
16.1	129	2. Demographics Tab:
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22.1	131	If you click the "Demographics" tab, you will have the opportunity to define demographic characteristics for the segment. Multiple rules can be added with And/OR conditions as per requirements.
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18.1	133	[[image:attach:image2021-10-25_15-51-28.png\|\|width="794"]]
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12.1	135	=== ===
10.1	136
16.1	137	{{id name="CreateDemoSegment"/}}CREATE A DEMOGRAPHIC SEGMENTDefine demographic rules of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment.
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18.1	139	[[image:attach:image2021-10-25_15-55-34.png\|\|width="794"]]
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16.1	141	\\
3.1	142
16.1	143	If you choose a demographic question that has a multiple choice response, simply click in the search text 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.
	144
9.1	145	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.
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9.1	147	In this way, you can create a demographic segment of users who are Pediatricians who live in Arizona, for example.
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16.1	149	If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
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24.1	151	*~~NOTE: *E-mail is a special demographic field. Since demographic fields are part of a user's profile, a user who is unknown would not have any demographic information in the database. Therefore, when you select a demographic field as part of a segment definition, you are normally telling ONEcount you want known users included in this segment. ONEcount handles e-mail slightly differently. If you specify all users who have no e-mail address (ie., select e-mail but leave the Search Text box blank), ONEcount will automatically include unknown users in this segment. This is because a user who is unknown has no e-mail address. For further details, please see the Segment Impact Matrix below.
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9.1	153	\\
	154
16.1	155	3. IP Address Tab:
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16.1	157	The IP address-based segment can be created and targeted by providing the intended IP addresses here. There is no limit on number of IP addresses that can be added here.
	158
	159	=== ===
	160
	161	{{id name="CreateAccountSegment"/}}
	162
	163	(% style="margin-left: 30.0px;" %)
	164	=== CREATE AN IP Address-BASED SEGMENT ===
	165
	166	(% style="margin-left: 30.0px;" %)
	167	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.
	168
18.1	169	[[image:attach:image2021-10-25_16-57-14.png\|\|width="794"]]
16.1	170
	171	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.
	172
	173	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...
	174
	175	Note that in IP Address based segmenting you can enter multiple IP addresses and user agents in each field.
	176
	177	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.
	178
	179	If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
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	181	\\
	182
	183	4. Behavior Tab:
	184
	185	If you would like to add behavioral characteristics to your segment (ie., Pediatricians who live in Arizona and have read at least two articles on pain), click on the Behavior tab.
	186
21.1	187	(((
16.1	188	\\
21.1	189	)))
16.1	190
21.1	191	=== ===
	192
	193	{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT\\
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18.1	195	[[image:attach:image2021-10-25_16-35-1.png\|\|width="794"]]
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	197	\\
	198
10.1	199	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.
9.1	200
10.1	201	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.
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10.1	203	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.
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25.1	205	Define the frequency of the action in the Frequency box. This means how many times within the given date range this event has happened, and enter a date range for the given event.
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25.1	207	Date Range: If 'Past,' the maximum allowed range is 3 months. If 'Custom,' you can specify a start and end date. If 'Future' option, allows to set a date range into the future (Currently, only the 'Package Transaction' Category has 'Future' option). By not entering a value (or simply 0), the segment cannot be processed for that event.
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10.1	209	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).
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10.1	211	There is a wide range of behavioral criteria that can be used for behavioral segments:
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10.1	213	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).
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10.1	215	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.
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10.1	217	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.
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10.1	219	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.
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14.1	221	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).
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10.1	223	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.
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10.1	225	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.
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10.1	227	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.
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14.1	229	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).
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10.1	231	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.
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16.1	233	Geo: Users are selected based on specific geographic location from anywhere in the world. The sub-category is 'coordinate'. When this geo category is selected, the world map is popped up and you can select any region on that map, where you want to target your users. Once, the selection of region is made, you will see the corresponding geographic coordinates are added to the target field. This geo-based targeting is one of the important functionalities introduced recently. Like other behavior categories, geo can also be added any number of times along with any other rules, by using ‘Add’ button on the screen as per your requirements.
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25.1	235	Referrer: You can specify URL(s) that serve as a starting point, for an action to be triggered on the target domain (specified in the 'Action' tab). Multiple URLs can be entered in the URL field. The URL is a web address - either its domain (www.Domain.com) or subdomain (.com). The 'Action' field has two choices and is used to indicate if the URL values are to be considered as given (you choose 'IS'), or contains a part of it (you choose 'CONTAINS'). The Referrer URL can essentially be used to execute actions defined in the 'Action' tab. This helps in targeting users specified by the Referrer. For instance, if you put in '.com' in the URL field, and the target header (Action tab) had 'www.testMe.com' with 'Popup' as the Action Type, what happens is that if the user is currently visiting a webpage that contains '.com' in its URL, then clicks a link that takes them to 'www.Domain.com/testMe.html' the specified popup will show on the Target Domain.
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16.1	237	Once you have defined your Behavioral criteria for your segment and you do not wish to add any other rules/action, be sure to HIT SAVE.
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15.1	239	Note: There can be only one rule for each criteria like web, banner. If you have multiple target values all of them can be added into 1 rule by adding multiple values into target box.
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22.1	241	ONEcount uses specific logic for demographic and behavioral-based criteria. If you select any demographic field as part of your segment (other than e-mail, which is a special case), ONEcount will only select known users has part of the segment. This is because an unknown user has not been matched to a profile, and therefore ONEcount has no way of knowing the user's response to that demographic question. Put another way, if you include State is Alabama in your segment criteria, ONEcount will exclude all unknown users because there is no way for ONEcount to know the state of an unknown user.
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	243	The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
	244
23.1	245	(% class="wrapped" %)
22.1	246	\|(((
	247	DEMOS
	248	)))\|(((
	249	VALUE
	250	)))\|(((
	251	Selects (KNOWN/UNKNOWN/BOTH)
	252	)))
	253	\|(((
	254	Any demo
	255	)))\|(((
	256	ANY VALUE
	257	)))\|(((
	258	KNOWN
	259	)))
	260	\|(((
	261	E-mail DEMO
	262	)))\|(((
	263	IS BLANK
	264	)))\|(((
	265	BOTH
	266	)))
	267	\|(((
10.1	268	\\
22.1	269	)))\|(((
	270	IS NOT BLANK
	271	)))\|(((
	272	KNOWN
	273	)))
	274	\|(% colspan="1" %)(% colspan="1" %)
	275	(((
	276	\\
	277	)))\|(% colspan="1" %)(% colspan="1" %)
	278	(((
	279	\\
	280	)))\|(% colspan="1" %)(% colspan="1" %)
	281	(((
	282	\\
	283	)))
	284	\|(((
23.1	285	BEHAVIOR
22.1	286	)))\|(((
23.1	287	VALUE
22.1	288	)))\|(((
23.1	289	Selects (KNOWN/UNKNOWN/BOTH)
22.1	290	)))
	291	\|(((
	292	Banner
	293	)))\|(((
	294	Clicked/Viewed
	295	)))\|(((
	296	BOTH
	297	)))
	298	\|(((
	299	Content
	300	)))\|(((
	301	Viewed
	302	)))\|(((
	303	BOTH
	304	)))
	305	\|(((
	306	EMAIL
	307	)))\|(((
	308	Opened
	309	)))\|(((
	310	KNOWN
	311	)))
	312	\|(((
	313	\\
	314	)))\|(((
	315	Clicked/Viewed
	316	)))\|(((
	317	KNOWN
	318	)))
	319	\|(((
	320	\\
	321	)))\|(((
	322	Not clicked
	323	)))\|(((
	324	KNOWN
	325	)))
	326	\|(((
	327	Form
	328	)))\|(((
	329	Completed
	330	)))\|(((
	331	KNOWN
	332	)))
	333	\|(((
	334	\\
	335	)))\|(((
	336	Abandoned
	337	)))\|(((
	338	BOTH
	339	)))
	340	\|(((
	341	Package Status
	342	)))\|(((
	343	\\
	344	)))\|(((
	345	KNOWN
	346	)))
	347	\|(((
	348	Package Transaction
	349	)))\|(((
	350	\\
	351	)))\|(((
	352	KNOWN
	353	)))
	354	\|(((
	355	Source Code
	356	)))\|(((
	357	Selected
	358	)))\|(((
	359	KNOWN
	360	)))
	361	\|(((
	362	Web
	363	)))\|(((
	364	Viewed
	365	)))\|(((
	366	BOTH
	367	)))
	368	\|(((
	369	Product Transaction
	370	)))\|(((
	371	Subscribed
	372	)))\|(((
	373	KNOWN
	374	)))
	375	\|(((
	376	\\
	377	)))\|(((
	378	Currently Subscribed
	379	)))\|(((
	380	KNOWN
	381	)))
	382	\|(((
	383	\\
	384	)))\|(((
	385	Not Subscribed
	386	)))\|(((
	387	BOTH
	388	)))
	389	\|(((
	390	\\
	391	)))\|(((
	392	Unsubscribed
	393	)))\|(((
	394	KNOWN
	395	)))
	396	\|(((
	397	GEO
	398	)))\|(((
	399	IS IN
	400	)))\|(((
	401	BOTH
	402	)))
	403	\|(((
	404	Engagement Metric
	405	)))\|(((
	406	\\
	407	)))\|(((
	408	KNOWN
	409	)))
25.1	410	\|(% colspan="1" %)(% colspan="1" %)
	411	(((
	412	Referrer
	413	)))\|(% colspan="1" %)(% colspan="1" %)
	414	(((
	415	IS/CONTAINS
	416	)))\|(% colspan="1" %)(% colspan="1" %)
	417	(((
	418	BOTH
	419	)))
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24.1	421	\\
	422
	423	*~~NOTE: *Selecting "Only Unknown" on the first panel of the segment will cause any of the above options to be limited to unknowns. For example, e-mail is blank would return only unknowns, viewing a web page would be only unknowns, etc.
	424
	425	\\
	426
16.1	427	5. Action tab:
12.1	428
16.1	429	Any action to be associated for segment targeting is defined in this tab.
12.1	430
16.1	431	Date range is a mandatory field (both start and end dates) to add any form of action. You can select any form of action from the dropdown. Once you provide action details, you can save the changes made.
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18.1	433	[[image:attach:image2021-10-25_16-59-19.png\|\|width="794"]]
3.1	434
12.1	435	== ==
3.1	436
16.1	437	{{id name="CreateAction"/}}ADD AN ACTIONGo to the Action tab of create/edit segment. 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, Email, Social Target, Subscribe to a Product, Unsubscribe to a Product, Subscribe to a Package, Unsubscribe to a Package, Add to Segment, Remove from Segment. Any action can be selected from action type dropdown.
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25.1	439	Please Note: the 'Referrer' Category from the Behavior tab can be used to execute the 'Action Type' defined here. Please read about this Category in the 'Create a Behavior-based Segment' section.
	440
12.1	441	===
	442	===
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12.1	444	{{id name="CreateAdAction"/}}
	445
16.1	446	=== ADD AN AD ACTION ===
12.1	447
10.1	448	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.
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16.1	450	In the screen below, you'll see the options for an Ad Target. The first three options are Target Domain and Target Content, Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
3.1	451
10.1	452	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.
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10.1	454	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.
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	456	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.
	457
	458	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.
	459
	460	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.
	461
16.1	462	\\
10.1	463
18.1	464	[[image:attach:image2021-10-25_17-16-33.png\|\|width="794"]]
16.1	465
	466	\\
	467
10.1	468	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.
	469
	470	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.
	471
11.1	472	* 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
	473
10.1	474	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.
	475
	476	NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
	477
12.1	478	===
	479	===
10.1	480
12.1	481	{{id name="CreatePopupAction"/}}
	482
16.1	483	=== ADD A POP-UP ACTION ===
12.1	484
16.1	485	You can also create a pop-up target for your segments. Any pop-up created under form-builder section od ONEcount cxan be used for pop-up action for segment.
10.1	486
16.1	487	Choose Pop-Up from the Action Type pull-down.
10.1	488
16.1	489	The next three options are Target Domain, Target Content and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
10.1	490
	491	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.
	492
	493	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.
	494
	495	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.
	496
	497	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.
	498
	499	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.
	500
	501	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.
	502
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10.1	504
16.1	505	[[image:attach:image2021-10-25_17-54-54.png\|\|height="250"]]
	506
	507	\\
	508
11.1	509	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.
10.1	510
11.1	511	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.
10.1	512
16.1	513	Last, select the pop-up (it can be any pop-up form builder pop-up or A/B test pop-up).
3.1	514
16.1	515	Review your Action details and finally click Save to save it.
3.1	516
19.1	517	\\
	518
7.1	519	(% style="margin-left: 30.0px;" %)
19.1	520	=== ADD A SOCIAL TARGET ACTION ===
	521
	522	In order to target your users on social networks, ONEcount will need to log into the social network and create a segment containing the users you want to target. Once that segment is created, ONEcount will automatically populate the segment in the social platform as users qualify for that segment in ONEcount.
	523
	524	To do this, ONEcount needs API access to your social account. This account should be the one you run your social ad campaigns through. You will need to provide the credentials for these accounts to the ONEcount team to configure your installation. Just open a ticket with our Help Desk and include the credentials and platform you would like to be connected to, and we''ll take care of it.
	525
	526	To advertise on Google: Your account will need to meet the criteria mentioned in below link. We need API access that meets this criteria. If your account does not meet these criteria, we can send a file containing the hashed e-mails of users who fit into the segmnt, so that you can load the data into Google's Customer Match tool manually.
	527
	528	[[https:~~/~~/support.google.com/adspolicy/answer/6299717>>url:https://support.google.com/adspolicy/answer/6299717\|\|shape="rect"]]
	529
	530	To advertise on LinkedIn: Your account will need API access that has “Marketing Developer Platform” access. If your account does not have this capability, we can send a file containing the hashed e-mails of users who fit into the segment, so that you can load the data into LinkedIn's Matched Audience too manually. You can follow steps in below link to get “Marketing Developer Platform” access.
	531
	532	[[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188\|\|shape="rect"]]
	533
	534	\\
	535
	536	Choose Social Target from the list of Type of Action. You can select multiple social platforms in a single action as shown in below screenshot. Enter URL of target in Target URL field; this is the URL you want users to go to when they click on the ad in the social platform. ONEcount will generate a unique URL for each social platform.
	537
	538	The URLs ONEcount generates will be the ones you place in the banner system on the social platform. When the user clicks on the URL, they will be sent to the URL you entered in this box, with two important advantages: 1) ONEcount will record the click and capture it for your analysis, and 2) if the user is known to ONEcount, the analytics will show the identity of the user who clicked–even if the link you enter here is not on your web site.
	539
	540	[[image:attach:Screen Shot 2021-11-17 at 18.36.23.png\|\|height="250"]]
	541
	542	\\
	543
	544	To get the URLs for pasting into the social system, go to your Segment List and expand the segment. The URLs will be shown. Simply click on the clip-board to the right and the URL will be copied to your browser's clipboard.
	545
	546	\\
	547
	548	[[image:attach:Screen Shot 2021-11-17 at 18.48.18.png\|\|width="800"]]
	549
	550	\\
	551
	552	(% style="margin-left: 30.0px;" %)
16.1	553	=== ===
3.1	554
12.1	555	{{id name="CreateRedirectAction"/}}
	556
	557	(% style="margin-left: 30.0px;" %)
16.1	558	=== ADD A REDIRECT ACTION ===
3.1	559
16.1	560	Choose redirect from the list of Type of Action. 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.
3.1	561
11.1	562	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.
	563
	564	As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
	565
	566	\\
	567
16.1	568	[[image:attach:image2021-10-25_18-2-56.png\|\|height="250"]]
3.1	569
16.1	570	\\
3.1	571
7.1	572	(% style="margin-left: 30.0px;" %)
16.1	573	=== ===
3.1	574
12.1	575	{{id name="CreateEmailAction"/}}
	576
7.1	577	(% style="margin-left: 30.0px;" %)
16.1	578	=== ADD EMAIL ACTION ===
12.1	579
	580	(% style="margin-left: 30.0px;" %)
16.1	581	To send a transactional e-mail to a user, choose Email from the Action Type pull-down.
3.1	582
7.1	583	(% style="margin-left: 30.0px;" %)
16.1	584	\\
3.1	585
7.1	586	(% style="margin-left: 30.0px;" %)
18.1	587	[[image:attach:image2021-10-25_18-6-13.png\|\|width="794"]]
3.1	588
7.1	589	(% style="margin-left: 30.0px;" %)
16.1	590	\\
3.1	591
16.1	592	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.
3.1	593
16.1	594	\\
3.1	595
16.1	596	If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
3.1	597
12.1	598	\\
3.1	599
12.1	600	==
	601	==
3.1	602
12.1	603	{{id name="CreateTarget"/}}
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4.1	630	{{/layout-cell}}
	631
	632	{{layout-cell}}
6.1	633	{{panel title="Search All Documentation:"}}
4.1	634
	635
	636	{{livesearch/}}
6.1	637	{{/panel}}
4.1	638
6.1	639	{{panel title="Search USER OPERATIONS Documentation:"}}
4.1	640
	641
6.1	642	{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
	643	{{/panel}}
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6.1	645	{{panel title="On this page:"}}
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6.1	648	{{toc/}}
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6.1	651	{{panel title="More USER OPERATIONS Documentation"}}
	652	{{expand}}
	653	**Add Users
4.1	654	**
	655
	656	(% style="margin-left: 60.0px;" %)
	657
	658
	659	(% style="margin-left: 60.0px;" %)
8.1	660	[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
4.1	661
	662	(% style="margin-left: 60.0px;" %)
9.1	663	[[doc:Pre-Import Checklist]]
4.1	664
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	666
6.1	667
4.1	668	(% style="margin-left: 60.0px;" %)
8.1	669	[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
4.1	670
	671	(% style="margin-left: 60.0px;" %)
8.1	672	[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
4.1	673
	674	(% style="margin-left: 60.0px;" %)
9.1	675	[[doc:Add Audience]]
4.1	676
	677	(% style="margin-left: 30.0px;" %)
	678	Batch Operations
	679
	680	(% style="margin-left: 60.0px;" %)
9.1	681	[[doc:Bulk Operation - How to Perform a Batch Delete]]
4.1	682
	683	(% style="margin-left: 60.0px;" %)
9.1	684	[[doc:Bulk Operation - How to Perform a Batch Product Change]]
4.1	685
	686	(% style="margin-left: 60.0px;" %)
9.1	687	[[doc:Bulk Operation - How to Perform a Batch Status Change]]
4.1	688
	689	(% style="margin-left: 60.0px;" %)
8.1	690	[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
4.1	691
	692	(% style="margin-left: 60.0px;" %)
8.1	693	[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
4.1	694
	695	(% style="margin-left: 60.0px;" %)
8.1	696	[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
4.1	697
	698	(% style="margin-left: 30.0px;" %)
	699	Target Audience Segments
	700
	701	(% style="margin-left: 60.0px;" %)
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	703	__
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