Targeting Setup


ShopSocially has a sophisticated rule based targeting engine that lets you determine where, when, and to whom a particular campaign is to be displayed. 


To go to Targeting rules, please follow steps given below:


1. Click on the Campaigns tab. 

2. In the list of campaigns, click on the campaign for which you want to set up the targeting rules.

3. By default the Configuration button is displayed. From the drop down, select Targeting.


Refer to Figure: Targeting.


Figure: Targeting


In the targeting menu, you will be presented with two options:


  • No targeting. Show this campaign on all pages that contain the ShopSocially tag. Refer to below section.
  • Display this campaign only when all the rules selected below are satisfied. Refer to below section.

No targeting: Show this campaign on all pages that contain the ShopSocially tag


Select this check box if you want this campaign to be displayed on all pages of your website (all pages that contains the ShopSocially basic script). Click Save. Refer to Figure: No Targeting Option.



Figure: No Targeting Option


Display this campaign only when all the rules selected below are satisfied


Rule-based targeting is applicable when the ShopSocially JavaScript snippet is integrated with merchant website. For each webpage that is loaded, ShopSocially instantly goes through the following decision-making process to determine whether a campaign should be displayed on that page. Refer to Figure: Decision Making Process.


Figure: Decision Making Process


To set the targeting rules, click the radio button for Display this campaign only when all the rules selected below are satisfied. Refer to Figure: Targeting Options.


Figure: Targeting Options


You can set up one or multiple of the following options:


a. Show campaign on website pages that meet the following conditions


This rule means that the campaign will be displayed only on those pages of the merchant website that meet the required conditions. For example you want to run a 25% OFF campaign only on a specific page.  You should set up the targeting rule by including keywords, for example, brooklyn-girl_tshirt in the Web Page URL setting. The campaign that gives 25% OFF will be shown only on this one page and no other page on the website. For more examples refer to Rule-based Targeting Examples


b. Show campaign when a website visitor’s current browsing session meets the following conditions


This rule means that the campaign will be seen by the visitor only if the visitor spends specified time on the website or based on pages viewed, and so on.


c. Show campaign when a website visitor’s history meets the following conditions


This rule means that the campaign will be seen by the visitor only if the visitor's browsing history meets a specific criteria. For example number of orders placed, became an email subscriber and so on.


d. Show campaign when a website visitor’s Facebook profile meets the following conditions


This rule means that the campaign will be seen by the visitor only if the visitor's Facebook profile meets a specific criteria. For example number of FB friends, User age and so on.


e. Show campaign when a website visitor’s location meets the following conditions


This rule means that the campaign will be seen by the visitor only if the visitor meets the criteria related to specified countries.


f. Show campaign when a user’s device meets the following conditions


This rule means that the campaign will be seen by the visitor only if the visitor's device meets the device criteria specified. For example, rule may be set up that the campaign will be visible only for a mobile device and so on.


g. Show campaign when a user’s behavior meets the following conditions


This rule means that the campaign will be seen by the visitor only if the visitor's behavior meets a specified condition. For example, user leaving the web page.


Note

You can set up all parameters or combination of parameters. However to set up certain parameters, entering certain fields is mandatory.


a. Show campaign on website pages that meet the following conditions


Components of rule-based targeting for above condition are as explained below:


Components                     Types                  

Webpage Attributes

Webpage URL, Page Referrer URL, and Webpage Title

Attribute Operators

Contains, EqualsDoes Not Contains, and Regex (Regular Expressions)

Attribute Values


Boolean Operators

And, and Or


Webpage Attributes


These are the attributes of the current webpage that is being shown to the visitor. Rule-based targeting determines whether or not a campaign will be shown on that webpage. Web Page URL is the most commonly used webpage attribute.


Attribute Operators


These operators are used to create rules from Webpage attributes. The platform supports the most commonly used operators. Contains and Does Not Contains are the two most commonly used operators.


Attribute Values


Attribute Values are case sensitive. The attribute value string is used exactly as is, including spaces, commas and so on.


Boolean Operators


You can create a complex rule using multiple rules combined using AND or OR operators. Normally AND operator is used with the Does Not Contains attribute operator.


Webpage Attributes


ShopSocially platform supports the following webpage attributes:


1. Web Page URL and Web Page Title 

Web Page URL and Web Page Title attributes are picked up from the webpage. Refer to Figure: Webpage Attributes.


Figure: Webpage Attributes

2. Session Referrer URL and Page Referrer URL 
    • Session Referrer URL is the URL of an external webpage from where the visitor clicked through to a page on merchant website (That is the referring page at the point of entry). Thereafter, if the visitor browses multiple pages on merchant website, the Session Referrer URL will stay the same. In the example above, the Session Referrer URL for the Brooklyn Girl page is a Google search page URL. This attribute is often used to set up a campaign that triggers based on the visitor landing on merchant website after typing certain keywords in Google search. 
    • Page Referrer URL is the URL of the previous page from where the visitor clicked through to the current page. In the example above, the Page Referrer URL for the Brooklyn Girl page is the URL of the Brooklyn Tank Tops page. Analyzing further, since the Brooklyn Tank Tops is the first page on Cafepress where Ashley landed from outside. The Session Referrer URL and Page Referrer URL are identical, that is the Google search page URL. 

Please refer to Figure: Session Referrer URL and Page Referrer URL.

Figure: Session Referrer URL and Page Referrer URL


Attribute Operators


You can apply operators to webpage attributes to form complex targeting rules.


  • Equals: When you want an exact match. This operator is used only when the attribute value is entered perfectly. Otherwise, the campaign will not trigger. 
  • ContainsWhen the webpage attribute contains the attribute value string. This operator is commonly used. 
  • Does Not Contains: When the webpage attribute does not contain the attribute value string. This operator is used when you want to trigger the campaign on all webpages except a few. 
  • Regex: Regular expression matching. If you are an advanced user and you understand regular expression matching, this may be the option for you. This option provides infinite flexibility in creating complex rules. For more information refer to Regular Expressions.

Attribute Values

Attribute values must be exact strings or regular expressions.
  • Attribute values are case-sensitive. Brooklyn Girl is different from brooklyn girl. You need to be careful while specifying values. Examine your webpage attributes. 
  • You do not need to put quotes around your string. The platform automatically puts those quotes for you. For example, if you type Brooklyn Girl in your attribute value, it will automatically mean “Brooklyn Girl”. 
  • The platform does not support the + operator inside the attribute value. Instead, you can use the AND or OR Boolean operator to create complex rules.

Boolean Operators


You can create a complex rule by combining multiple rules using the Boolean operators. The Boolean operators apply in the order they are specified. For example, A OR B, AND C OR D will be computed as (((A OR B) AND C) OR D). For example, the combination can be:


Webpage URL Contains platform/customer Or

Webpage URL Contains platform/apps Or

Webpage URL Contains platform/request-a-demo And

Webpage URL Does Not Contains solutions/customer-loyalty And

Webpage URL Contains /platform/whitepaper


Refer to Figure: Boolean Operators.


Figure: Boolean Operators


We have deliberately left out complex concepts like operator precedence. Rule-based targeting enables you to set up complex scenarios where custom campaigns are being shown based on webpage and the path the visitor has taken to come to that webpage. This creates very interesting possibilities in offers, social experiences, and many other aspects.

 

If you want to use Rule-based Targeting, and want to see examples, please visit Rule-based Targeting


Please follow steps given below:


1. Select "Show campaign on website pages that meet the following conditions" check box. Displays the parameters to be set. Please refer to Figure: Campaign Parameters A.


Figure: Campaign Parameters A


2. Select from drop down, the Webpage Attribute. Available Webpage Attributes are Webpage URL, Page Referrer URL, and Webpage Title.

3. Select from drop down, Attribute Operator to define a condition. Available Attribute Operators Contains, Equals, Does Not Contains, and Regex (Regular Expressions). ShopSocially does not recommend merchant to use the Equals Attribute Operator for this setting, as Web page title is generally unique.

4. Enter required Attribute Value. For example, brooklyn-girl_tshirt. You can use one single Webpage Attribute, or add more available Webpage Attributes.

5. To add more Webpage Attribute, select And or Or from Boolean Operators, and click  icon which appears for that Webpage Attribute. For more information on Webpage Attributes, please refer to Webpage Attributes, mentioned earlier in this tutorial.


6. To save, click icon at the bottom of the page.


You can delete a Webpage Attribute. To cancel Webpage Attribute, click   icon which appears for that Webpage Attribute.


b. Show campaign when a website visitor’s current browsing session meets the following conditions


Components of rule-based targeting for above condition are as explained below:


Component
Types

Webpage Attributes

Time on Site (in Sec), Pages Viewed, Session Referral URL, and User Agent

Attribute Operators

Atleast, Contains, Equals, Does Not Contains, and Regex (Regular Expressions)

Attribute Values


Boolean Operators

And, and Or


Webpage Attributes


  • Time on Site (in Sec)
         Refers to time in seconds the visitor spends on merchant site. 
  • Pages Viewed 
         Refers to pages viewed by the visitor on merchant site. 
  • Session Referral URL 
         For details, please refer to Session Referrer URL mentioned earlier in this tutorial.
  • User Agent 
         User Agent is the browser of the visitor. For example, Internet Explorer and so on.

Attribute Operators


  • Atleast
         Refers to minimum time in seconds the visitor spends on merchant site or visits minimum pages.
  • Regex (Regular Expressions)

         For details, please refer to Regex mentioned earlier in this tutorial.


Please follow steps given below:


1. Select "Show campaign when a website visitor’s current browsing session meets the following conditions" check box. Displays the parameters to be set. Please refer to Figure: Campaign Parameters B.


Figure: Campaign Parameters B


2. Select from drop down, the Webpage Attribute. Available Webpage Attributes are Time on Site (in Sec), Pages Viewed, Session Referral URL, and User Agent.

3. Select from drop down, Attribute Operator to define a condition. Available Webpage Attributes are Atleast, Contains, Equals, Does Not Contains, and Regex (Regular Expressions).

4. Enter required Attribute Value. For Webpage Attributes Time on Site (in Sec), and Pages Viewed, enter numeric values. For Session Referral URL and User Agent, enter the URL. For example, brooklyn-girl_tshirt. You can use one single Webpage Attribute, or add more available Webpage Attributes.

5. To add more Webpage Attribute, select And or Or from Boolean Operators, and click  icon which appears for that Webpage Attribute.

6. To save, click  icon at the bottom of the page.


You can delete a Webpage Attribute. To cancel Webpage Attribute, click   icon which appears for that Webpage Attribute.


c. Show campaign when a website visitor’s history meets the following conditions

 

Components of rule-based targeting for above condition are as explained below:


Components Types

Webpage Attributes

Converted to Fan, Connected via FB, Number of Orders, Bought a VFS Deal, 

and Became Email Subscriber

Attribute Operators

Equals, Greater Than, and Less Than

Attribute Values

True, and False

Boolean Operators

And, and Or

 

Please follow steps given below:


1. Select "Show campaign when a website visitor’s history meets the following conditions" check box. Displays the parameters to be set. Refer to Figure: Campaign Parameters C.


Figure: Campaign Parameters C


2. Select from drop down, the Webpage Attribute. Available Webpage Attributes are Converted to Fan, Connected via FB, Number of Orders, Bought a VFS Deal, and Became Email Subscriber. 

3. Select from drop down, Attribute Operator to define a condition. Available Attribute Operators are Equals, Greater Than, and Less Than.

4. Enter required Attribute Value. Values available are True or False. For Webpage Attribute, Number of Orders, you will need to enter a numeric value. You can use one single Webpage Attribute, or add more available Webpage Attributes.

5. To add more Webpage Attribute, select And or Or from Boolean Operators, and click  icon which appears for that Webpage Attribute.

6. To save, click  icon at the bottom of the page.



You can delete a Webpage Attribute. To cancel Webpage Attribute, click   icon which appears for that Webpage Attribute.


d. Show campaign when a website visitor’s history meets the following conditions

 

Components of rule-based targeting for above condition are as explained below:


Components                      Types                  

Webpage Attributes

User Gender, Number of FB Friends, User Age, and User Birthday

Attribute Operators

Equals, Not Equals, Greater Than, and Less Than

Attribute Values

Male, and Female

Boolean Operators

And, and Or

 

Please follow steps given below:


1. Select "Show campaign when a website visitor’s Facebook profile meets the following conditions" check box. Displays the parameters to be set. Refer to Figure: Campaign Parameters D.


Figure: Campaign Parameters D


2. Select from drop down, the Webpage Attribute. Available Webpage Attributes are User Gender, Number of FB Friends, User Age, and User Birthday.

3. Select from drop down, Attribute Operator to define a condition. Available Attribute Operators are Equals, Not Equals, Greater Than, Less Than, and Within.

4. Enter required Attribute Value. Values available are Male or Female. For Webpage Attribute, User Gender, you will need to enter Male or Female. For Webpage Attributes Number of FB Friends, User Age, and User Birthday, you will need to enter numeric values. You can use one single Webpage Attribute, or add more available Webpage Attributes.

5. To add more Webpage Attribute, select And or Or from Boolean Operators, and click  icon which appears for that Webpage Attribute.

6. To save, click  icon at the bottom of the page.


You can delete a Webpage Attribute. To cancel Webpage Attribute, click  icon which appears for that Webpage Attribute.


e. Show campaign when a website visitor’s location meets the following conditions

 

Components of rule-based targeting for above condition are as explained below:


Components Types                                                                                                

Webpage Attributes

Country

Attribute Operators

Equals, and Not Equals                       

Attribute Values

Names of Countries

Boolean Operators

And, and Or


Please follow steps given below:


1. Select "Show campaign when a website visitor’s location meets the following conditions" check box. Displays the parameters to be set. Refer to Figure: Campaign Parameters E.


 Figure: Campaign Parameters E


2. Available Webpage Attribute is Country.

3. Select from drop down, Attribute Operator to define a condition. Available Attribute Operators are Equals, and Not Equals.

4. Select required Attribute Value. Attribute Value available are Country names in form of drop down list. You can use one single Webpage Attribute, or add more available Webpage Attributes.

5. To add more Webpage Attribute, select And or Or from Boolean Operators, and click  icon which appears for that Webpage Attribute.

6. To save, click  icon at the bottom of the page.


You can delete a Webpage Attribute. To cancel Webpage Attribute, click  icon which appears for that Webpage Attribute.



f. Show campaign when a user’s device meets the following conditions


Components of rule-based targeting for above condition are as explained below:


Components                     Types 

Webpage Attributes

Device Type

Attribute Operators

Equals, and Not Equals                       

Attribute Values

Desktop, Tablet, and Mobile

Boolean Operators

And, and Or

 

Please follow steps given below:


1. Select "Show campaign when a user’s device meets the following conditions" check box. Displays the parameters to be set. Refer to Figure: Campaign Parameters F.


Figure: Campaign Parameters F


2. Available Webpage Attribute is Device Type.

3. Select from drop down, Attribute Operator to define a condition. Available Attribute Operators are Equals, and Not Equals.

4. Enter required Attribute Value. Values available are Desktop, Tablet, and Mobile. You can use one single Webpage Attribute, or add more available Webpage Attributes.

5. To add more Webpage Attribute, select And or Or from Boolean Operators, and click  icon which appears for that Webpage Attribute.

6. To save, click  icon at the bottom of the page.

You can delete a Webpage Attribute. To cancel Webpage Attribute, click  icon which appears for that Webpage Attribute.


g. Show campaign when a user’s behavior meets the following condition

 

Components of rule-based targeting for above condition are as explained below:


Components                     Types     

Webpage Attributes

User Leaving Page

Attribute Operators

Equals                                                                               

Attribute Values

True

Boolean Operators

And, and Or


Please follow steps given below:


1. Select "Show campaign when a user’s device meets the following conditions" check box. Displays the parameters to be set. Refer to Figure: Campaign Parameters G.


Figure: Campaign Parameters G


2. Available Webpage Attribute is User Leaving Page.

3. Available Attribute Operator is Equals.

4. Available Attribute Value is True.

5. To add more Webpage Attribute, select And or Or from Boolean Operators, and click  icon which appears for that Webpage Attribute.

6. To save, click  icon at the bottom of the page.


You can delete a Webpage Attribute. To cancel Webpage Attribute, click  icon which appears for that Webpage Attribute.