Categorizing Pages and Content for User Segments

Each new user segment that’s created can be used to categorize pages or content. The Audience Targeting app adds a new User Segment select button to the SEO section of pages and Metadata section for assets. These buttons can assign one or more Site-scoped or global user segments to the content. This categorization has mainly two purposes:

  • Assigning points to users using the Score Points rule
  • Showing dynamic lists of content in the User Segment Content List application

Figure 1: Pages and content can be categorized for user segments.

Figure 1: Pages and content can be categorized for user segments.

You don’t have to create categories for each of your user segments. User segments are distinct from regular vocabularies. The editing screen for both pages and assets contain distinct select buttons for user segments and regular vocabularies.

Another way to display user segments is through the Asset Publisher app. You can enable the Asset Publisher to retrieve assets that have matching categorization with the user segments of the current user. This enhances the Asset Publisher to only display relevant content to the user. To enable User Segments Filter,

  1. Navigate to the Asset Publisher’s Options (Options) → Configuration menu.

  2. Under the Asset Selection tab, Open the User Segments Filter option.

  3. Enable the User Segments Filter.

Figure 2: Enabling the User Segments Filter retrieves assets that match the current users user segments.

Figure 2: Enabling the User Segments Filter retrieves assets that match the current user's user segments.

Next, you’ll learn about managing user segment reports.

Managing User Segment Reports

When managing user segments, you can select the user segment name and then select the Reports tab to see the list of reports available for each user segment. Click the report name to view the report or Actions (Actions) → Update Report to generate a new report. Reports display a summary of interesting information related to each user segment. For example, the Content Views report shows the asset viewed the most by users that belong to the user segment.

Figure 3: This report displays what pages the user segment has visited.

Figure 3: This report displays what pages the user segment has visited.

Reports also display which users belonged to a user segment. This lets an administrator know which users of the Site joined the particular user segment. You can export this list by clicking the user report you’re interested in and selecting the Options (Options) → Export button. This downloads a CSV file with the list of users.

Additional reports can be created by developers and deployed as OSGi plugins. Reports are generated daily by default, but you can generate a report at any time. To generate a new report when currently viewing a report, click the Update button from the Options icon (Options) in the top right corner.

Next, you’ll discover how to use your user segments in a campaign.

« Managing User SegmentsManaging Campaigns »
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