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Personalization and Targeting Knowledge Base

WCO: How to Use Targeting Groups

The CrownPeak CMS allows authors and editors to vary the content of WCO snippets which can be applied to Text and WYSIWYG controls, directly within your CMS pages.  

Be sure to review the CMS Monthly Tip below for instructions on how to enable WCO in your templates.

Creating and managing a targeting campaign within the CrownPeak CMS is easy, and is done by defining your content variants in a WCO Snippet, and the associated Targeting Groups that describe the visitors you want to target.  Both new and existing Targeting Groups can easily be managed via a new drag and drop user interface allowing the author to select from a number of Targeting Rules to define the audience or persona they want to target.

CrownPeak’s Targeting Rules fall into the following categories

  • Ambient: Data or attributes that are readily available for all visitors including anonymous visitors
  • Source: This data describes how the visitor arrived at your site
  • Demographic: This data shows what is known about the user from their web connection
  • Behavioral: This data describes the visitor’s interactions and engagement level on your site by tracking page views, and conversions
  • Form: This data is collected from any form on your site
  • Integration: This data is retrieved from your backend system, or any 3rd party system via WCO’s connectors

CrownPeak provides the following Targeting Rules to create your Targeting Groups with:

# Rule Type Use Case Example
1 Time  Targets users based on time of day they visit the site Target "at work" visitors if they visit during the day and "at home" if they visit in the evening
2 Date Target users based on date or date-range they visit the site Deliver content before, after or during a campaign; or target a specific holiday
3 Device Target user based on device and browser or on a custom condition in their browser agent Deliver relevant content to iPhone or Safari users or based on their specific operating system, browser or type of device.
This rule checks the user agent string.
4 Referrer Target users based on the previous site they were on prior to arriving at yours Identify users from search engines, social media sites or partner sites
5 Location Identify and target users from specific regions, states, countries or zip code ranges Target users in Texas
6 Snippet Target users who view any snippet on any page in your site Track user interest based on pages viewed
7 DemandBase* Target users with specific DemadBase attributes based on their IP address Identify competitors, partners, and/or potential customers in various industry segments
8 Marketo*  Target users based on their Marketo profile Optimize your visitor's site experience with data from Marketo

 

* Require third party integration

 This version of the WCO Targeting Groups includes a number of common Targeting Group examples to get you started:

 

# Targeting Group Name Use Case Example
1 iPhone Users Identify users visiting the site on their iPhone Promote your iPhone app to iPhone users
2 Android Users Identify users visiting the site on any Android device Display store location information to Android users
3 Mobile Users Identify users visiting the site on any mobile device Display store location information to mobile visitors
4 iPad Users Identify users visiting the site on their iPad Promote your iPad app to iPad users
5 IE Users Identify users visiting the site using the IE browser Deliver optimized CSS or JS based on IE version
6 Chrome Users Identify users visiting the site using the Chrome browser Deliver optimized CSS or JS based on Chrome version
7 Safari Users Identify users visiting the site using the Safari browser Deliver optimized CSS or JS based on Safari version
8 US Visitors Identify visitors from the US Deliver contents exclusive to US visitors
9 EU Visitors Identify visitors from the EU Deliver contents exclusive to EU visitors
10 Canadian Visitors Identify visitors from Canada Deliver contents exclusive to Canadian visitors
11 East Coast Visitors Identify visitors from the East Coast of the US Deliver special announcements and notifications
12 West Coast Visitors Identify visitors from the West Coast of the US Deliver special announcements and notifications
13 Google Visitors Identify visitors who conducted a Google Search prior to arriving at your site Highlight Site Navigation and Site Search to help Google Visitors find the content they’re looking for
14 Bing Visitors Identify visitors who conducted a Bing Search prior to arriving at your site Highlight Site Navigation and Site Search to help Bing visitors find they content they’re looking for
15 Yahoo Visitors Identify and target visitors who conducted a Yahoo Search prior to arriving at your site Highlight Site Navigation and Site Search to help Yahoo visitors find they content they’re looking for
16 Facebook Visitors Identify visitors who engaged with your Social Media campaign that redirected them to your site Extend offers to Facebook visitors
17 Twitter Visitors Identify visitors who engaged with your Social Media campaign that redirected them to your site Extend offers to Twitter visitors
18 LinkedIn Visitors Identify visitors from LinkedIn who would like to learn more about your company Redirect LinkedIn visitors to About Us page or Careers section

 

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‎06-18-2019 07:18 AM
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