Last modified by santosh on 2020/08/18 10:28
From version 11.1
edited by santosh
on 2020/08/18 11:28
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/12/15 16:19
Change comment: There is no comment for this version

Summary

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1 -Utilities - Action Manager
1 +Utilities - Action Manager (v12.x)
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1 -System Utilities
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1 -XWiki.santosh
1 +XWiki.melanie@one-count_com
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1 -{{layout}}
2 -{{layout-section ac:type="two_right_sidebar"}}
3 -{{layout-cell}}
4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 -The Target Engine, used in conjunction with the Action Manager, is a powerful tool that allows you 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.Audience segments are defined in the Target Engine, and the actions to take for those defined segments are defined in the Action Manager.The following lesson will provide details on how to create ad target, pop-up, email, and redirect actions to be used with defined audience segments.Please Note:Segments and targeting actions can be applied to both Known and Unknown users.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.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.|
4 + The Target Engine, used in conjunction with the Action Manager, is a powerful tool that allows you 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 -=== OPEN THE ACTION MANAGER ===
6 +Audience segments are defined in the Target Engine, and the actions to take for those defined segments are defined in the Action Manager.
10 10  
11 -(% style="color: rgb(0,0,0);" %)**Select UTILITIES from the main menu.[[image:attach:media_1436816640442.png||align="center"]]**(%%)
12 -**Select ACTION MANAGER from the sub-menu. **This will open the Action Manager window displaying a list of existing actions, if any, as shown below.[[image:attach:media_1481830007749.png||align="center"]]
13 -[[image:attach:media_1481830275238.png||align="center"]]
14 -Expand the listed actions for details.[[image:attach:media_1481830392006.png||align="center"]]You can edit or delete an action using the icons to the far right of the listed action.
8 +The following lesson will provide details on how to create ad target, pop-up, email, and redirect actions to be used with defined audience segments.
15 15  
16 -Note: After updating the action please make sure to re save the target/persona so the updates will be in effect.
10 +=== Please Note: ===
17 17  
18 -=== Create a New Action ===
12 +Segments and targeting actions can be applied to both Known and Unknown users.
19 19  
20 -"Action" is where you define the action to be taken an identified segment, e.g. a website pop-up or ad targeting.**Types of Actions include**: Pop-Up, Redirect, Ad Target, Email
14 +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.
21 21  
22 -==== A. Create Pop-Up ====
16 +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.
23 23  
24 -\\
18 +=== OPEN THE ACTION MANAGER ===
25 25  
26 -(% style="margin-left: 30.0px;" %)
27 -~1. Click "Create Action".
28 -2. Give the action a name and description (optional).
29 -3. Click "Next".
30 -4. Complete the fields as shown below.
31 -5. Click "Next".
20 +=== Select UTILITIES from the main menu. ===
32 32  
33 -Build Your Own Popup
34 -"Build Your Own Popup" will display in a predefined basic styling.[[image:attach:media_1481831346488.png||align="center"]]
35 -Custom HTML PopupAdd your own html to create a customized pop-up. All styling, text, buttons, etc. must be included in the html. [[image:attach:media_1481832226219.png||align="center"]]Click "Next" or "Back" to go back and make changes.Review and SaveUpon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes. 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. [[image:attach:media_1481832665749.png||align="center"]]
36 -Please see example of the standard ONEcount pop-up below.[[image:attach:media_1443033012905.png||align="center"]]
22 +[[image:attach:media_1436816640442.png||align="center"]]
37 37  
38 -{{note}}
39 -**Note that the display opt-out will appear only if checked when creating the pop-up action.**
40 -{{/note}}
24 +=== Select ACTION MANAGER from the sub-menu. ===
41 41  
42 -----
26 +[[image:attach:media_1481830007749.png||align="center"]]
43 43  
44 -==== B. Create Redirect ====
28 +This will open the Action Manager window displaying a list of existing actions, if any, as shown below.
45 45  
46 -~1. Click "New action" and select Redirect.
47 -2. Give the action a name and description (optional).
48 -3. Click "Next".
49 -4. Complete the fields as shown below.
50 -5. Click "Next".[[image:attach:media_1442947217827.png||align="center"]]
51 -Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.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.
30 +[[image:attach:media_1481830275238.png||align="center"]]
52 52  
53 -----
32 +Expand the listed actions for details.
54 54  
55 -\\
34 +[[image:attach:media_1481830392006.png||align="center"]]
56 56  
57 -==== C. Create Ad TargetIng ====
36 +You can edit or delete an action using the icons to the far right of the listed action.
58 58  
59 -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. If needed GCN will provide you with the correct code.
38 +=== Create a New Action ===
60 60  
61 -~1. Click "Create Action" and select "Ad target".
62 -2. Give the action a name and description (optional).
63 -3. Click "Next".
64 -4. Complete the fields as shown below.
65 -5. Click "Next".[[image:attach:media_1446742365693.png||align="center"]]Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.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.
40 +"Action" is where you define the action to be taken an identified segment, e.g. a website pop-up or ad targeting.
66 66  
67 -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.
68 -
42 +**Types of Actions include**: Pop-Up, Redirect, Ad Target, Email
69 69  
70 -----
44 +=== A. Create Pop-Up ===
71 71  
72 -==== D. Create Email ====
46 +~1. Click "Create Action".
47 + 2. Give the action a name and description (optional).
48 + 3. Click "Next".
49 + 4. Complete the fields as shown below.
50 + 5. Click "Next".
73 73  
74 -~1. Click "Create Action" and select Email.
75 -2. Give the action a name and description (optional).
76 -3. Click "Next".
77 -4. Complete the fields as shown below.
78 -5. Click "Next".[[image:attach:media_1442946953775.png||align="center"]]Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.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.
52 +=== Build Your Own Popup ===
79 79  
80 -\\
54 +[[image:attach:media_1481831346488.png||align="center"]]
81 81  
82 -{{note}}
83 -EMAIL ACTIONS ARE SENT DIRECTLY VIA ONECOUNT, NOT THROUGH THE MAIL ENGINE OR YOUR EMAIL SERVICE PROVIDER SO STATISTICS AREN'T INCLUDED IN NEWSLETTER ANALYTICS. YOU CAN SEE STATS IN THE TARGET ENGINE.
84 -{{/note}}
56 +"Build Your Own Popup" will display in a predefined basic styling.
85 85  
86 -\\
58 +=== Custom HTML Popup ===
87 87  
60 +[[image:attach:media_1481832226219.png||align="center"]]
88 88  
62 +Add your own html to create a customized pop-up. All styling, text, buttons, etc. must be included in the html.
89 89  
90 -{{id name="End ScreenSteps Content"/}}
91 -{{/layout-cell}}
64 +Click "Next" or "Back" to go back and make changes.
92 92  
93 -{{layout-cell}}
94 -{{panel borderStyle="solid" title="Search all Documentation:"}}
66 +=== Review and Save ===
95 95  
68 +[[image:attach:media_1481832665749.png||align="center"]]
96 96  
97 -{{livesearch/}}
98 -{{/panel}}
70 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
99 99  
100 -{{panel borderStyle="solid" title="Search System UTILITIES:"}}
72 +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 of the standard ONEcount pop-up below.
101 101  
74 +[[image:attach:media_1443033012905.png||align="center"]]
102 102  
103 -{{pagetreesearch rootPage="System Utilities"/}}
104 -{{/panel}}
76 +Note that the display opt-out will appear only if checked when creating the pop-up action.
105 105  
106 -{{panel}}
78 +=== B. Create Redirect ===
107 107  
80 +~1. Click "New action".
81 + 2. Give the action a name and description (optional).
82 + 3. Click "Next".
83 + 4. Complete the fields as shown below.
84 + 5. Click "Next".
108 108  
109 -{{toc/}}
110 -{{/panel}}
86 +[[image:attach:media_1442947217827.png||align="center"]]
111 111  
112 -{{panel title="More System UTILITIES"}}
113 -{{expand title="Expand"}}
114 -
88 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
115 115  
116 -(% style="margin-left: 30.0px;" %)
117 -[[Job List>>doc:Utilities - Job List]]
90 +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.
118 118  
119 -(% style="margin-left: 30.0px;" %)
120 -[[Backend User Permissions>>doc:Utilities - Backend Users and Permissions]]
92 +=== C. Create Ad Target ===
121 121  
122 -(% style="margin-left: 30.0px;" %)
123 -[[Email Engine Sender Score>>doc:ONEmail and Sender Score]]
94 +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.
124 124  
125 -(% style="margin-left: 30.0px;" %)
126 -[[doc:ONEmail]]
96 +~1. Click "New action".
97 + 2. Give the action a name and description (optional).
98 + 3. Click "Next".
99 + 4. Complete the fields as shown below.
100 + 5. Click "Next".
127 127  
128 -(% style="margin-left: 30.0px;" %)
129 -Action Manager
102 +[[image:attach:media_1446742365693.png||align="center"]]
130 130  
131 -(% style="margin-left: 30.0px;" %)
132 -[[Configuration Manager>>doc:Utilities - Configuration Manager]]
104 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
133 133  
134 -(% style="margin-left: 30.0px;" %)
135 -Backend Activity Log
106 +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.
136 136  
137 -(% style="margin-left: 30.0px;" %)
138 -IVT Mitigator
108 +* 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.
139 139  
140 -(% style="margin-left: 30.0px;" %)
141 -[[Widget Builder>>doc:Utilities - Widget Builder]]
110 +=== D. Create Email ===
142 142  
143 -(% style="margin-left: 30.0px;" %)
112 +~1. Click "New action".
113 + 2. Give the action a name and description (optional).
114 + 3. Click "Next".
115 + 4. Complete the fields as shown below.
116 + 5. Click "Next".
144 144  
118 +[[image:attach:media_1442946953775.png||align="center"]]
145 145  
146 -(% style="margin-left: 30.0px;" %)
147 -Import/Export Tool
148 -{{/expand}}
149 -{{/panel}}
150 -{{/layout-cell}}
151 -{{/layout-section}}
152 -{{/layout}}
120 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
121 +
122 +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.
123 +
124 +**EMAIL ACTIONS ARE SENT DIRECTLY VIA ONECOUNT, NOT THROUGH THE MAIL ENGINE OR YOUR EMAIL SERVICE PROVIDER SO STATISTICS AREN'T INCLUDED IN NEWSLETTER ANALYTICS.**
125 +
126 +
127 +
128 +{{id name="End ScreenSteps Content"/}}
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1 -67648
1 +67662
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67648/Utilities - Action Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/67662/Utilities - Action Manager (v12.x)