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Personalization and Targeting Knowledge Base

WCO: How to Launch Targeting Groups

There are different ways to launch the Targeting Groups Interface depending on where you are in the CMS.

In Edit Mode

1. Navigate to the [Content] section of the CMS
2. Select an asset in [List View]
3. Open the selected Asset in [Edit] mode 
4. Select any WCO control on the page
5. A set of actions will appear in the white menu bar just below the content block
6. If you already have a snippet, skip to step 7.  Otherwise click on [Create Snippet] to create a new snippet.  Enter a snippet name when prompted. 
7. Click on [Add Targeting Variant] to define a new content variant
8. Enter a name for your new variant
9. Associate the variant with a Targeting Group either by selecting one from the dropdown, or by clicking on [Create Targeting Group] which will launch WCO’s Targeting Groups interface
10. Refer to the Creating and/or Editing a Targeting Group section below for detailed instructions on how to create a new Targeting Group
11. Once created, the Targeting Group will now be available for selection from the Targeting Group dropwdown
12. Enter your optimized content for your newly created and/or selected Targeting Group

wco-launch-01.png

Figure 1 – WCO Controls in In-Context-Editing Mode

In Form Mode

1. Navigate to the [Content] section of the CMS
2. Select an asset in [List View]
3. Open the selected Asset in [Form] mode 
4. Locate any WCO control in the Form.   WCO Controls are easy to identify as they are labeled accordingly
5. If you already have a snippet, skip to step 6.  Otherwise click on [Create Snippet] to create a new snippet.  Enter a snippet name when prompted.  Alternatively, you may attach an existing snippet from the snippet dropdown. 
6. Click on [Add Targeting Variant] to define a new content variant
7. Enter a name for your new variant
8. Associate the variant with a Targeting Group either by selecting one from the dropdown, or by clicking on [Create Targeting Group] which will launch WCO’s Targeting Groups interface
9. Alternatively, you may also click on the Variant Settings Icon (3rd from the right), where you may click on [Manage Targeting Groups] which will also launch WCO’s Targeting Groups interface 
10. Refer to the Creating and/or Editing a Targeting Group section below for detailed instructions on how to create a new Targeting Group
11. Once created, the Targeting Group will now be available for selection from the Targeting Group dropwdown
12. Enter your optimized content for your newly created and/or selected Targeting Group

wco-launch-02.png

Figure 2 – WCO Controls in Form Mode

wco-launch-03.png

Figure 3 – WCO Variant Settings (3rd Icon from right)

In Preview Mode
You can preview your content variants by selecting the Targeting Group or Profile from the Profile Panel.   You may also edit and adjust the targeting rules as necessary, while in Preview Mode

1. Navigate to the [Content] section of the CMS
2. Select an asset in [List View]
3. Double Click on the asset, or Open the selected Asset in [Preview] mode 
4. Expand the [Overview] Panel, located in the right side Accordion.   
5. Click on the [Profile] tab
6. Click on any Profile from the list to preview the associated optimized content in Preview Mode
7. If needed, you can click on [Edit Profile] to launch WCO’s Targeting Groups interface
8. Refer to the Creating and/or Editing a Targeting Group section below for detailed instructions on how to edit the selected Targeting Group
9. Once edited, you will be back in Preview Mode, and you may continue authoring or editing your content

wco-launch-04.png

Figure 4 – WCO Profiles in Accordion Panel

In Settings

1. Navigate to the [Settings] section of the CMS
2. Select [Testing and Targeting]
3. Select the [Targeting Group] option to launch WCO’s Targeting Groups interface
4. Refer to the Creating and/or Editing a Targeting Group section below for detailed instructions on how to edit the selected Targeting Group


Creating and/or Editing a Targeting Group

1. Launch the Targeting Groups interface (refer to above modes and associated instructions)
2. To create a new targeting group, select the [New Group] button (Figure 5)
3. To edit an existing targeting group, click the [Edit] link next to one of the pre-existing forms in the table
4. The WCO Drag & Drop Targeting Group window will appear (Figure 6)
5. Enter a name in the [Group Name] field at the top of the page
6. Optional:  Add an image for the Targeting Group
     a. Click [Profile Photo]
     b. In the [Upload Photo] window, select [Browse]
     c. Select and image from your drive and click [Open]
     d. In the Upload Photo window click [Upload] 
     e. The selected image will be displayed for your targeting group
7. Select from the list of 11 [New Rule] or custom [Existing] rule types 
8. Drag the desired rules(s) into the targeting group
9. Click [Edit] next to each new rule and enter the rule criteria
10. Save the Targeting Group by clicking the [Save] button 
11. The Group Saved Message will appear and the Targeting Group is ready to use within WCO

wco-launch-05.png

Figure 5 – Targeting Groups - Main Page

wco-launch-06.png

Figure 6 – Targeting Groups - Rules Page

Version history
Revision #:
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Last update:
‎04-29-2019 05:41 PM
Updated by:
 
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