Segment Targeting
C
Written by Caitlin
Updated over a week ago

Introduction

Segments on the OddBytes Platform represent groups of people with one or more common interests. A segment is created with one or more user-defining attributes and when that segment is applied to Campaign or Creative targeting, only users who match the segment attribute will be eligible targets.

Targeting can be set on the three levels: Account β†’ Campaign β†’ Creative. You can choose whether or not to set Segment targeting as the same or different through the various levels, by selecting Append or Override when making changes.

For more information about Targeting options, please click here.


Available Segments

OddBytes Platform has multiple Segment options to ensure that marketing efforts are targeting the right audience.

  • Campaign/Creative Segment: Create a segment of users who have interacted with a specific Campaign and/or Creative already. This is a great option for ensuring a Campaign is targeting users who have already been served a related Campaign. Alternatively, this option works for ensuring that users who have seen a particular Campaign are not targeted by a similar Campaign.

  • Pixel Segment (Re-targeting): Create a segment of users who have previously converted on a specific conversion event. This option is best if you are looking to block users who have already converted on an offer via your OddBytes pixel but cannot convert again.

Segment Creation

  1. Click on 'Campaigns' on the left side navigation bar.

  2. Click on 'Manage Segments'.

  3. Click on '+New Segment' in the top left corner.

  4. Select Segment type to create.

    1. Campaign Segment:

      1. Enter Segment name.

      2. Choose a timeframe to base the Segment on - this will be the timeframe a user will be kept "within" the segment.

        1. Last Day: Last 24 hours

        2. Last 2 Days: Last 48 hours

        3. Last 5 Days: Last 120 hours

          and so on...

      3. Select Campaign(s), Creative(s) or Account to base the Segment on.

      4. If using Campaign(s) and/or Creative(s), click 'Add Selected' or 'Add Listed' to use all Campaigns and/or Creatives.

      5. Click 'Save'.

    2. Pixel Segment:

      1. Enter Segment name.

      2. Choose a timeframe to base the Segment on - this will be the timeframe a user will be kept "within" the segment.

      3. Select the pixel to base the Segment on.

      4. Click 'Add'.

Adding New Segment Targeting

There are two methods that can be used to apply Segment Targeting. These methods can also be used to add additional Segments to existing Segment targeting.

Option 1 - Bulk Edit:

  1. Click on 'Campaigns' on the left side navigation bar.

  2. Click on 'Manage Campaigns or 'Manage Creatives' depending on the level the Segment will be applied.

  3. Select the Campaign(s) or Creative(s) where segmenting will be applied.

  4. Click the 'Edit' dropdown.

  5. Click 'Change Targeting'.

  6. Click 'Segments'.

  7. Select the Segment(s) to be applied.

  8. Click 'Include' or 'Exclude'.

    1. Include: This will target to only the users found within the segment.

    2. Exclude: This will exclude the users found within the segment.

  9. Click 'Append' or 'Override', depending on what you prefer to do with the new Segment(s).

    1. Override: This will adjust Segment targeting so that the change being made will replace any targeting already applied at the current or at a higher level.

    2. Append: This will adjust Segment targeting so that the change will be added to any targeting already applied at the current or at a higher level.

    3. Note: If Segment targeting is not applied to any level, you must still select 'Append' or 'Override' to finalize the edit.

  10. A preview of the Segment targeting will appear in the 'Active Rules - Segments Targeting' window once targeting is applied.

  11. Click 'Close' to close the window.

Option 2 - Singular Edit:

  1. Click on 'Campaigns' on the left side navigation bar.

  2. Click on 'Manage Campaigns or 'Manage Creatives' depending on the level the Segment will be applied.

  3. Find the specific row for the Campaign or Creative in which targeting will be applied.

  4. Click on the "pie" icon under the 'Targeting' column on the row.

  5. Select the Segment(s) to be applied.

  6. Click 'Include' or 'Exclude'.

    1. Include: This will target to only the users found within the segment.

    2. Exclude: This will exclude the users found within the segment.

  7. Click 'Append' or 'Override', depending on what you prefer to do with the new Segment(s).

    1. Override: This will adjust Segment targeting so that the change being made will replace any targeting already applied at the current or at a higher level.

    2. Append: This will adjust Segment targeting so that the change will be added to any targeting already applied at the current or at a higher level.

    3. Note: If Segment targeting is not applied to any level, you must still select 'Append' or 'Override' to finalize the edit.

  8. A preview of the Segment targeting will appear in the 'Active Rules - Segments Targeting' window once targeting is applied.

  9. Click 'Close' to close the window.

Removing Segment Targeting

While on the 'Active Rules - Segments Targeting' window, Segment targeting can be removed in multiple ways.

Removing multiple Segments:

  1. Select the Segments to be removed.

  2. Click 'Remove'.

Removing one Segment:

  1. Find the specific row for the Segment which will be removed.

  2. Click the X on the far right column of the window.

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