Target users who have abandoned a ONEcount Form

Often you will want to target users who have been exposed to a form or offer, but who have not completed the form. This kind of retargeting is critical for driving subscriptions to your web site or newsletter, registrations, or in some cases, product purchases. This tactic is really a very simple operation: create a segment of users who meet your criteria, then tie that segment to a specific action using the Target Manager. You can target users with a pop-up/interstitial message, a banner ad target through DFP, Revive or OpenX, an e-mail message to that user, or a redirect to another page or web form.

All of these start with defining your segment, so let's start there. From the ONEcount admin nav, choose Segment Manager, then from the secondary menu, Segment Manager again.

You will see a list of existing segments that have already been defined in the system. Click on Create Segment in the upper right-hand corner of the window to create a new segment.

On the first tab, define your segment by giving it a title and a description. These elements are not customer-facing, so you can name them whatever makes sense to you. In this case, we are going to create a segment of expired subscribers.

This segment is purely behavioral, meaning we are targeting people who have a subscription that has expired. Therefore we can ignore the First Party and Third Party tabs and click on the Behavior tab. However, if you want to ADD criteria to this segment, for example, visitors whose subscription has expired and have a job title of Building Manager, you would define those First Party criteria on this tab. In our example, we'll skip this.

On the behavior tab, choose the type of behavior you want to define this particular segment. For example, from the Category pull-down, we'll choose Package Transaction. There are several options under Sub Category that quantify the type of transaction, and we'll pick Expired. Enter the Target of the segment, which would be the Product or Package that you are interested in. If you would like to define multiple products, you can click the Add button and add more conditions (products or packages) to this segment. You do not need to choose a Frequency for this criteria. If you are choosing multiple products or packages, decide whether you want the criteria to be And (ie., someone who has expired from Package A AND Package B), or Or (ie., someone who has expired from Package A OR Product B).  Please note the Date Range–the defined behavior must take place during this date range. In other words, our example will match any person whose subscription expired between June 24, 2020 and July 24,2020.

IMPORTANT NOTE: Double-check your SEGMENT date ranges and your ACTION date ranges. Most of the problems users have stem from not paying attention to the date ranges. In other words, the segment below is defined bast on PAST behavior, but the ACTION date range must start with today and be in the future. These are the default settings, but it you are testing segments over the course of several days or weeks, you may need to change the default ranges.

In this second example, we can target users whose product or package Will Expire at a date in the future. This is useful if you want to remind users that their subscription is expiring soon and needs to be renewed. You can design an Action to offer a discount for early renewal. This allows you to offer a discount or incentive only to those users who are expiring in the next N days, when they visit your web site.

Click Save to save your segment. Now you need to create your Action, which is described here. Once you have an Action defined, tie the two together with the Target Manager, which is described here.