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--- en:how_to_use_the_profiler [2014/03/27 16:25] – sw
+++ en:how_to_use_the_profiler [2025/02/27 12:08] (current) – bk
@@ Line 1: / Line 1: @@
-====== How to use the profiler ======
+====== How to use the profiler?======
-==== Link-Tagging ====
+With the help of the feature //profiler//, you can filter recipients who are interested in a specific topic (clicked an article with the according topic tag) or who gave a specific answer to a question asked.
-Link tagging can be used to display statistics grouped by thematically-related links. For users of the profiler module, these tags can be converted into click profiles, and target groups can therefore be selected according to click profiles (see also target-group administration). In addition there is the possibility of customising content. Email templates with customised content can adjust their content according to click profiles (and therefore the preferences of the reader). This creates more relevance for the recipient. Tags can be assigned retrospectively within the sent campaigns or when setting up the mailing, by attaching tags to the links. Tags are assigned manually in the sent campaign under the keyword “Link tagging”. When manually tagging links, there is also the option to “Edit identical links in groups”.
-{{:en:linktagging_en.png?nolink|}}
+===== Link-Tagging =====
-Tagging directly in the CMS: to do this, please use the following syntax: %%http://www.promio.net/?pm_cat[]=technik&pm_cat[]=sport%% \\
+By adding link tags, you can group and analyze all thematically related links in click statistics, only in standard or A-B campaigns.
-In this example, the tags “Technology” and “Sport” are connected to the link %%http://www.promio.net/b2b/%%.
-**Tagging structure**
+To do so, you first categorize your links in a CMS program by adding standardized parameters to the URLs. Each linked article in the creative can have different tags.
-  * We recommend creating no more than 30 tags (maximum: 60 tags), as several users could easily lose track of these.
-  * Before allocating tags, it is advisable to think about a precise tagging structure. The narrower the tags are the smaller the target groups will eventually be.
-  * Tags should be URL-compatible, especially if they are presented with links. Pay attention to the following: use lower case letters, separate multiple words with underscores (no spaces), no special characters.
-==== Selection ====
-Go to// Target Group Administration// and select the filter function.
+<WRAP round info 70%>**To create link tags, please use this syntax**:
-{{:en:targetgroups_select_filters_en.png?nolink|}}
-Address data can be filtered by certain profile data using the profiler. A prerequisite is that a profiler (questionnaire) has been laid down in your client.
+<nowiki>https://www.promio.net/?pm_cat[]=technik&pm_cat[]=sports</nowiki>
-{{:en:targetgroups_filters_profiler_selection_en.png?nolink&700|}}
-One or more questions can be selected in the profiler filter. The connection between multiple questions can be an AND or an OR connection. You can create a new block of questions by clicking on the page symbol. If you confirm the selected filter with OK, addresses which correspond to the profile filter are then counted. In this way, different profile filters can be combined using several blocks of questions, and the number of addresses remaining after each block can be viewed.
+In this example the tags „tech“ and „sports“ are being connected with the link <nowiki>https://www.promio.net/</nowiki>.
-Users of the profiler module can also create click profiles of the users. However, for this purpose, it is essential that the links are tagged thematically. Tagging can be carried out manually or by allocating tags directly to the corresponding link (see also Link tagging). When at least one tag has been assigned every day, promio.net can enter the tags into the database and convert these into click profiles. The click profiles are re-calculated once a week (on Saturdays).
+</WRAP>
-{{:en:targetgroups_filters_profiler_en.png?nolink|}}
+**Tagging Structure**
-The “Click profiles” option can be clicked and the corresponding tag can be selected in the profiler filter. By clicking on the OK button, the addresses which correspond to the respective click profile are counted.
+  * We recommend not using more than 30 tags (max. possible: 60 tags), because when there is more than one editor, too, they might lose an overview of all categories.
+  * Before setting the tags, it is useful to create a tagging structure. The more narrowly the tags are defined, the smaller your target groups will become.
+  * Tags have to be URL-compatible. They have to be lowercase; words are separated by an underscore (no blank) and must not contain special characters.
+===== Profiler ======
+Within the feature //profiler//, the link tags can automatically be transferred into click profiles. The click profiles can then be used as selection categories when creating target group filters. You also get the possibility to personalize content. Content-individualized email templates can show content depending on the click profiles (which are the readers’ preferences).
+<WRAP round important 80%>
+The requirement is that the additional feature //Profiler// is activated in your client. If interested, please contact our support team via ticket.
+</WRAP>
+==== Usage in filters ====
+=== Click profiles ===
+When you entered the link tags, the click profiles were generated automatically. Please schedule some waiting time: the data will be collected over a longer time span, also depending on the delivery volume of your client. The computing of the profiles can take some time. \\
+When the click profiles are ready, they can be used for the definition of filters.
+When you want to create a filter, select the condition "Profiler“:
+{{:en:filter_typ_profiler.png?nolink&400|}}
+and then define your conditions with the listed link tags.
+{{:en:filter_clickprofiles.png?400|}}
+=== Questionnaire ===
+If an individual questionnaire was set up in your client when configuring the profiler, the recipients can be selected according to the answers given. When you want to use a questionnaire your recipients/customers can answer, please inform your contact person at promio.net.
+Select the condition ‚Profiler‘ when creating your filter:
+{{:en:filter_typ_profiler.png?nolink&400|}}
+And then define your conditions by using the listed topics, questions, and answers:
+{{:en:filter_fragebogen.png?400|}}
+<WRAP round info 80%>Further information about the creation of filters and the combination of different filter conditions can be found in the article //"[[en:how_to_create_a_filter]]"//.
+</WRAP>
+{{tag>profiler filter_conditions tags link_tagging click_profiles questionnaires }}

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