Getting Started
A Target Group is a defined segment of users with specific attributes. Target Groups can be used in placements to configure how your placements behave for specific users. Currently, we offer to use these attributes to build your Target Groups:
- UserID
- skinId and/or affiliateId - these parameters are mostly encountered in multibrands when you manage multiple websites from one instance brand in Optimove Personalize.
- Location:
- country
- Traits:
- currency
- language
- license
- segments
- UTM parameters
Before defining your Target Groups using Optimove Personalize, ensure you send us the required attributes.
Your engineering team should include these parameters in the recommendation API request to achieve this. While it's not necessary to provide all of them, the more you send us, the more deeply you can target your audience. For example:
{
"userId": "34234324",
"skinId": "NAME",
"type": "recommendation",
"context": {
"channel": "Desktop",
"page": {
"url": "example-url.com/utm_source=google&utm_medium=affiliate"
},
"utm": {
"source": "google",
"medium": "affiliate",
"campaign": "March sale",
"content": "textlink",
"term": "tennis+racket"
}
},
"recommendation": {
"target": {
"getDetails": true
}
},
"location": {
"country": "UK"
},
"traits": {
"currency": "GBP",
"language": "en",
"license": "UK",
"age": "23",
"gender": "female",
"segments": {
"isVip": true,
"isHighBalance": false,
"exampleSegment": "Gold",
}
}
Target Group Manager
Currently, the Target Group section serves as a Target Group manager, housing a list of your Opti-X-only Target Groups. The following capabilities are provided:
Search
Create Target Group
Edit Target Group
Delete Target Group
Create a Target Group
The first step is to name your Target Group and describe it if necessary.
Next, you can add rules that shape your Target Groups. The mechanics of rules are similar to Tag rules.
Available Rules:
- Is in: This condition includes all users who match the specified criterion.
- Not in: This condition includes all users who do not match the specified criterion.
You can add multiple rules, noting that the Target Group will encompass users who match all the specified rules.
Target Group Rules
To create a rule, select a parameter that you send us with a request, then select ‘Is in’ or ‘Not in’ and type the exact value of the parameter.
Example 1
If you want to set a rule to include all the users who use English, and your request looks like this:
"traits": {
...,
"language": "EN",
...,then you will need to enter the exact value of ‘EN’.
Example 2
If you would send us language parameters in another form, e.g.:
"traits": {
...,
"language": "English",
...,Then you will need to type it accordingly - "English".
|| Note: Values are case sensitive
Segment Rules
Segment sub-traits work similarly to the above but allow you more flexibility as you can send as much information as you wish in different forms, as long as it is in "segments".
You can select the Segments parameter and then type its value in the format [segments-sub-trait]:[value].
- exact segment trait including the value in case of a string
- in case of boolean value - they can type just a trait, e.g.,
vip-goldand BE will handle true/false, or they can also type it fully e.g.,vip-gold:true
|| Note: It's case-sensitive and there shouldn't be any spaces
Example 1 - Multiple text values in a sub-trait
You send parameters like "status", which may have different text values and want to add tag rules based on them.
"traits": {
...,
"segments": {
...
"status": "Gold",
"ResponsibleGamingFlag": "high risk",
}Your values for the sub-traits above will be:
for "status": "Gold",
ResponsibleGamingFlag:highrisk for "ResponsibleGamingFlag": "high risk"
Example 2 - True/False values in a sub-trait
You send parameters "isVip", "isHighBalance" and want to add tag rules based on them.
"traits": {
...,
"segments": {
"isVip": true,
"isHighBalance": false,
...
}Your values for the sub-traits above will be:
isVip:true for "isVip": true,
isHighBalance:false for "isHighBalance": false,
Example 3 - True/False values in a sub-trait
You send the parameter "vip-gold" with a boolean (true/false) value.
"segments": {
"vip-gold": true,
...
},You can follow Example 2 or just type: vip-gold only.
Then Opti-X will handle the rest and apply ‘is in’ as true and ‘not in’ as false.
Use cases with User ID rules
When you want to build a target group for testing or to create block list - you can select the rule ‘User ID’ and then list your userIDs in the value field.
Use cases with UTM
There are two options for working with UTM parameters.
The first option is to send them with the request according to the schema.
"context": {
"channel": "Desktop",
"utm": {
"source": "google",
"medium": "affiliate",
"campaign": "March sale",
"content": "textlink",
"term": "tennis+racket"
}Then, you can select a required parameter and enter the exact value of it in a Target group UI.
Or if you pass the URL in the request, Opti-X can parse UTM parameters ourselves instead of requiring to give each one individually.
"context": {
"channel": "Desktop",
"page": {
"url": "example-url.com/utm_source=google&utm_medium=affiliate"
},Target Groups in Placements
To use Target Groups in placements, proceed to Placement Manager and Create / Edit Placement user guide page.
You can also create Target Groups from placements if needed.