Last modified by santosh on 2020/08/18 10:28
From version 9.1
edited by steven@one-count_com
on 2018/06/27 23:09
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 -XWiki.steven@one-count_com
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 -=== Create a New Action ===
10 +=== Please Note: ===
17 17  
18 -"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
12 +Segments and targeting actions can be applied to both Known and Unknown users.
19 19  
20 -==== A. Create Pop-Up ====
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 -
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 -(% style="margin-left: 30.0px;" %)
25 -~1. Click "Create Action".
26 - 2. Give the action a name and description (optional).
27 - 3. Click "Next".
28 - 4. Complete the fields as shown below.
29 - 5. Click "Next".
18 +=== OPEN THE ACTION MANAGER ===
30 30  
31 -Build Your Own Popup
32 -"Build Your Own Popup" will display in a predefined basic styling.[[image:attach:media_1481831346488.png||align="center"]]
33 -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"]]
34 -Please see example of the standard ONEcount pop-up below.[[image:attach:media_1443033012905.png||align="center"]]
20 +=== Select UTILITIES from the main menu. ===
35 35  
36 -{{note}}
37 -**Note that the display opt-out will appear only if checked when creating the pop-up action.**
38 -{{/note}}
22 +[[image:attach:media_1436816640442.png||align="center"]]
39 39  
40 -----
24 +=== Select ACTION MANAGER from the sub-menu. ===
41 41  
42 -==== B. Create Redirect ====
26 +[[image:attach:media_1481830007749.png||align="center"]]
43 43  
44 -~1. Click "New action" and select Redirect.
45 - 2. Give the action a name and description (optional).
46 - 3. Click "Next".
47 - 4. Complete the fields as shown below.
48 - 5. Click "Next".[[image:attach:media_1442947217827.png||align="center"]]
49 -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.
28 +This will open the Action Manager window displaying a list of existing actions, if any, as shown below.
50 50  
51 -----
30 +[[image:attach:media_1481830275238.png||align="center"]]
52 52  
53 -
32 +Expand the listed actions for details.
54 54  
55 -==== C. Create Ad TargetIng ====
34 +[[image:attach:media_1481830392006.png||align="center"]]
56 56  
57 -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.
36 +You can edit or delete an action using the icons to the far right of the listed action.
58 58  
59 -~1. Click "Create Action" and select "Ad target".
60 - 2. Give the action a name and description (optional).
61 - 3. Click "Next".
62 - 4. Complete the fields as shown below.
63 - 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.
38 +=== Create a New Action ===
64 64  
65 -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.
66 -
40 +"Action" is where you define the action to be taken an identified segment, e.g. a website pop-up or ad targeting.
67 67  
68 -----
42 +**Types of Actions include**: Pop-Up, Redirect, Ad Target, Email
69 69  
70 -==== D. Create Email ====
44 +=== A. Create Pop-Up ===
71 71  
72 -~1. Click "Create Action" and select Email.
46 +~1. Click "Create Action".
73 73   2. Give the action a name and description (optional).
74 74   3. Click "Next".
75 75   4. Complete the fields as shown below.
76 - 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.
50 + 5. Click "Next".
77 77  
78 -
52 +=== Build Your Own Popup ===
79 79  
80 -{{note}}
81 -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.
82 -{{/note}}
54 +[[image:attach:media_1481831346488.png||align="center"]]
83 83  
84 -
56 +"Build Your Own Popup" will display in a predefined basic styling.
85 85  
58 +=== Custom HTML Popup ===
86 86  
60 +[[image:attach:media_1481832226219.png||align="center"]]
87 87  
88 -{{id name="End ScreenSteps Content"/}}
89 -{{/layout-cell}}
62 +Add your own html to create a customized pop-up. All styling, text, buttons, etc. must be included in the html.
90 90  
91 -{{layout-cell}}
92 -{{panel borderStyle="solid" title="Search all Documentation:"}}
64 +Click "Next" or "Back" to go back and make changes.
93 93  
66 +=== Review and Save ===
94 94  
95 -{{livesearch/}}
96 -{{/panel}}
68 +[[image:attach:media_1481832665749.png||align="center"]]
97 97  
98 -{{panel borderStyle="solid" title="Search System UTILITIES:"}}
70 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
99 99  
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.
100 100  
101 -{{pagetreesearch rootPage="System Utilities"/}}
102 -{{/panel}}
74 +[[image:attach:media_1443033012905.png||align="center"]]
103 103  
104 -{{panel}}
76 +Note that the display opt-out will appear only if checked when creating the pop-up action.
105 105  
78 +=== B. Create Redirect ===
106 106  
107 -{{toc/}}
108 -{{/panel}}
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".
109 109  
110 -{{panel title="More System UTILITIES"}}
111 -{{expand title="Expand"}}
112 -
86 +[[image:attach:media_1442947217827.png||align="center"]]
113 113  
114 -(% style="margin-left: 30.0px;" %)
115 -[[Job List>>doc:Utilities - Job List]]
88 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
116 116  
117 -(% style="margin-left: 30.0px;" %)
118 -[[Backend User Permissions>>doc:Utilities - Backend Users and Permissions]]
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.
119 119  
120 -(% style="margin-left: 30.0px;" %)
121 -[[Email Engine Sender Score>>doc:Email Engine and Sender Score]]
92 +=== C. Create Ad Target ===
122 122  
123 -(% style="margin-left: 30.0px;" %)
124 -[[Email Engine>>doc:Email Engine]]
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.
125 125  
126 -(% style="margin-left: 30.0px;" %)
127 -Action Manager
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".
128 128  
129 -(% style="margin-left: 30.0px;" %)
130 -[[Configuration Manager>>doc:Utilities - Configuration Manager]]
102 +[[image:attach:media_1446742365693.png||align="center"]]
131 131  
132 -(% style="margin-left: 30.0px;" %)
133 -Backend Activity Log
104 +Upon clicking "Next", you'll have an opportunity to review the action and "Save" or go "Back" to make changes.
134 134  
135 -(% style="margin-left: 30.0px;" %)
136 -IVT Mitigator
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.
137 137  
138 -(% style="margin-left: 30.0px;" %)
139 -[[Widget Builder>>doc:Utilities - Widget Builder]]
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.
140 140  
141 -(% style="margin-left: 30.0px;" %)
110 +=== D. Create Email ===
142 142  
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".
143 143  
144 -(% style="margin-left: 30.0px;" %)
145 -Import/Export Tool
146 -{{/expand}}
147 -{{/panel}}
148 -{{/layout-cell}}
149 -{{/layout-section}}
150 -{{/layout}}
118 +[[image:attach:media_1442946953775.png||align="center"]]
119 +
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"/}}
Confluence.Code.ConfluencePageClass[0]
id
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1 +67662
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927768/Utilities - Action Manager (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67662/Utilities - Action Manager (v12.x)