Personalization

Default segment criteria

When evaluating the scope of the visitors you want to connect with, you can specify criteria to limit a segment to specific visitors. The segment criteria are defined using column metadata.

Uses for column metadata entries include:

  • Defining how fields in the core Personalization data model display in the visitor profile

  • Making content available for segmentation

  • Aggregating values in the rankings displayed in the Insights tab of a visitor’s profile in Personalization

  • Creating new criteria specific to your website’s purpose

Note

For more information about creating and editing segments, including segment examples for ideas to help you build segments for your own use, see Creating and managing segments.

The segment criteria contain categories of column metadata items, the values you want to compare against, and the operators which control the comparison.

Creating or editing column metadata items

If you want to edit or create new column metadata items, edit them in the Personalization interface at Configure > Column Meta Data. You can use items with a value of Yes in the Is Segmentable column when creating segments.

Operator types

Each category uses one or more of the following operator types when determining whether the segment criteria matches a visitor:

  • Equals: The visitor’s information for the category matches the configured value.

  • Contains: The visitor’s information for the category contains the comma-delimited configured values.

  • Contains All: The visitor’s information for the category contains the comma-delimited configured values.

  • Contains One Of: The visitor’s information for the category contains one or more of the comma-delimited configured values.

  • Matches: The visitor’s information for the category matches the comma-delimited configured values.

  • Matches All: The visitor’s information for the category matches the comma-delimited configured values.

  • Matches One Of: The visitor’s information for the category matches one or more of the comma-delimited configured values.

  • Less than: The visitor’s information for the category is less than one or more of the configured values.

  • Greater than: The visitor’s information for the category is greater than one or more of the configured values.

  • Less equal than: The visitor’s information for the category is less than or equal to one or more of the configured values.

  • Greater equal than: The visitor’s information for the category is greater than or equal to one or more of the configured values.

Categories

Personalization makes the following categories and segment criteria available by default:

Client Time

Column Metadata

Operators

Description

Day of Month

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the day of the month (as reported by the visitor’s browser) when the visitor performed a specific action. The value should be from 1 through 31.

Day of Week

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the day of the week code (as reported by the visitor’s browser) for when the visitor performed a specific action. The available options are:

  • 1-Sunday

  • 2-Monday

  • 3-Tuesday

  • 4-Wednesday

  • 5-Thursday

  • 6-Friday

  • 7-Saturday

Hour

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the two-digit hour of the day code (as reported by the visitor’s browser) for when the visitor performed a specific action. The value should be from 00 through 23.

Month

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the two-digit month code (as reported by the visitor’s browser) for when the visitor performed a specific action. The available options are:

  • 01: January

  • 02: February

  • 03: March

  • 04: April

  • 05: May

  • 06: June

  • 07: July

  • 08: August

  • 09: September

  • 10: October

  • 11: November

  • 12: December

Content History

Column Metadata

Operators

Description

Keyword count

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the number of times a visitor encountered the defined keyword within the selected time period.

Section count

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the number of times a visitor encountered the defined section within the selected time period.

Note

Personalization allows you to select one of the following parameters related to time period:

  • Current touch

  • Past 24 Hours

  • Today

  • Past 7 Days

  • Past 30 Days

  • Past 60 Days

Current Location

Column Metadata

Operators

Description

City

Matches One Of

Specify the visitor’s city name (using the Latin alphabet). For example, Boston and London.

  • Once you enter three characters, Personalization displays the three most relevant cities. You can select one or more of these options.

  • If you select multiple cities, the segment records your visitors from at least one of the specified cities.

Country

Matches One Of

Specify the visitor’s country.

  • Once you enter three characters, Personalization displays the three most relevant countries. You can select one or more of these options.

  • If you select multiple countries, the segment records your visitors from at least one of the specified countries.

DMA Code

Matches One Of

Specify the visitor’s Nielsen Designated Market Area code, a region where the population can receive similar TV and radio offerings.

Postal/Zip Code

Contains, Contains One of, Contains All, Matches, Matches One Of, Matches All

Specify the visitor’s postal/zip code.

  • A freeform text field is available to enter postal/zip code values.

  • If you enter multiple postal/zip codes, the values must be separated by commas.

  • Personalization uses IP2Location to collect location data based on the visitor’s IP address.

Region

Matches One Of

Specify the visitor’s state or province name.

  • Once you enter three characters, Personalization displays the three most relevant states or provinces. You can select one or more of these options.

  • If you select multiple states, the segment records your visitors from at least one of the specified states.

Note

While editing a segment that includes the Current Location criteria, the system displays this criteria in the read-only mode.

Current System Info

Column Metadata

Operators

Description

Browser

Matches One Of

Specify the visitor’s web browser from the following options:

  • Chrome

  • Firefox

  • Internet Explorer

  • Opera

  • Other

Platform

Matches One Of

Specify the visitor’s platform from the following options:

  • Desktop

  • Game Console

  • Mobile

  • Tablet

  • Other

Operating System

Matches One Of

Specify the visitor’s operating system from the browser user agent. For example,

  • Android

  • BSD

  • Chrome OS

  • Debian

  • Fedora

  • Firefox OS

  • FreeBSD

  • GoogleTV

  • iOS

  • Kindle

  • Linux

  • Mac OS

  • Other

  • Red Hat

  • SUSE

  • Ubuntu

  • Windows

Event Count

Column Metadata

Operators

Description

Events

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the number of times a certain event occurred within a defined duration.

The available event types are:

  • Content View

  • Campaign Action

  • Campaign Click Through

  • Decision

  • Goal

Personalization allows you to select one of the following parameters related to time period:

  • Current Touch

  • Past 24 Hours

  • Today

  • Past 7 Days

  • Past 30 Days

  • Past Days - Specify the number of days up to 90 days.

  • Date Range - Specify the start and end dates up to 13 months in the past and up to 90 days in duration.

Important

You can create multiple sub-criterion within the Event Count critertia. Personalization allows you to use the following criteria to build these sub-criterion:

External Campaign

Column Metadata

Operators

Description

utm_campaign

Contains, Contains One Of, Contains All, Matches, Matches One Of, Matches All

Specify the value for the Google Tag parameter that identifies a specific campaign.

utm_content

Contains, Contains One Of, Contains All, Matches, Matches One Of, Matches All

Specify the value for the Google Tag parameter for A/B testing and content-targeted ads.

utm_medium

Contains, Contains One Of, Contains All, Matches, Matches One Of, Matches All

Specify the value for the Google Tag parameter that indicates the medium where the link is used. For example, banner and email.

utm_source

Contains, Contains One Of, Contains All, Matches, Matches One Of, Matches All

Specify the value for the Google Tag parameter that indicates the source of website traffic. For example, newsletter and google.

utm_term

Contains, Contains One Of, Contains All, Matches, Matches One Of, Matches All

Specify the value for the Google Tag parameter that identifies paid keywords used.

Page Content

Column Metadata

Operators

Description

Article Keywords

Matches One Of, Matches All

Specify the keywords associated with the content on the webpage the visitor views.

Content Section

Matches One Of

Specify the section name of the content on the webpage the visitor views. For example, restaurants, bars, and coffee shops.

Content Title

Contains One Of, Matches One Of

Specify the title of the content on the webpage the visitor views.

Content Type

Matches One Of

Specify the way a particular kind of content is collected, and displayed to visitors. For example, article, blog post, and poll.

Page Type

Matches One Of

Specify the way a particular kind of static content is collected and displayed to visitors. For example, article page, tag page, and home page.

Page URL

Contains One Of, Matches One Of

Specify the webpage address containing the content the visitor views.

Persona

Matches One Of

Specify the content tagged with the persona taxonomy passed in the event.

Note

Personalization allows you to select one of the following parameters related to time period:

  • Current touch

  • Past 24 Hours

  • Today

  • Past 7 Days

  • Past 30 Days

  • Past 60 Days

Person Properties

Column Metadata

Operators

Description

Anonymous Visitor

Equals

Indicate whether you want the segment to include or exclude visitors without any identity. The available options are Yes or No.

Days Remaining in Subscription

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the number of days before a visitor’s subscription ends.

Days Since Last Visit

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the number of days since a visitor last accessed the website.

Do Not Track

Equals

Indicate whether you want the segment to include or exclude visitors who have enabled their setDoNotTrack. The available options are Yes or No.

Engagement Score

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the sum of all engagement scores for all events associated with a visitor within a 90-day period.

Favorite Content Section

Matches One Of

Specify the content section in which the visitor most viewed articles. This is a user-defined field.

Favorite Content Type

Matches One Of

Specify the content type in which the visitor viewed the most content. This is a user-defined field.

Favorite Keyword

Matches One Of

Specify the most common keyword across all the content the visitor viewed. This is a user-defined field.

First Time Visitor

Equals

Specify if the segment should include or exclude first time visitor. The available options are Yes or No. This only applies to the very first touch of a new visitor.

Person Identifier Type

Matches One Of, Matches All

Select the person’s identifier type from the following values:

  • Account ID

  • AMP

  • Email Address

  • Facebook ID

  • Name

  • Purged

Persona

Matches One Of

Specify the content tagged with the persona taxonomy the visitor viewed the most.

Server Time

Column Metadata

Operators

Description

Day of Month

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the day of the month (as reported by the Personalization service) when the visitor performed a specific action. The value should be from 1 through 31.

Day of Week

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the day of the week code (as reported by the Personalization service) for when the visitor performed a specific action. The available options are:

  • 1: Monday

  • 2: Tuesday

  • 3: Wednesday

  • 4: Thursday

  • 5: Friday

  • 6: Saturday

  • 7: Sunday

Hour

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the two-digit hour of the day code (as reported by the Personalization service) for when the visitor performed a specific action. The value should be from 00 through 23.

Month

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the two-digit month code (as reported by the Personalization service) for when the visitor performed a specific action. The available options are:

  • 01: January

  • 02: February

  • 03: March

  • 04: April

  • 05: May

  • 06: June

  • 07: July

  • 08: August

  • 09: September

  • 10: October

  • 11: November

  • 12: December

Touch

Column Metadata

Operators

Description

Engagement Score

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the total engagement score for the current touch.

Number of Page Views

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the number of content views in the current touch.

Touch Duration

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the difference in minutes between the first event and the last event in the touch.

Touch Duration in Seconds

Equals, Greater than, Less than, Greater equal than, Less equal than

Specify the difference in seconds between the first event and the last event in the touch.

Visit Source

Column Metadata

Operators

Description

Domain

Contains One Of, Matches One Of

Specify the domain of the webpage through which visitors enter your website for the first time.

Referrer Domain

Contains One Of, Matches One Of

Specify the host name of the URL that referred the visitor to the first webpage visited on the website.

Search Engine (Deprecated)

Matches One Of

Specify the search engine used to find the webpage, from the visitor’s referrer URL. For example, About, AOL, Ask, Baidu, Bing, CNN, Daum, Eniru, Lycos, Google, Mamma, Naver, Search, Yahoo, and Yandex

Warning

This criteria is available only in the read-only mode for existing segments and can only be removed.

URL

Contains One Of, Matches One Of

Specify the first webpage the visitor accessed on the website.