Audience Targeting: Create and Manage Audiences
Overview
Audience Targeting is an integrated, server-side targeting tool that allows users to easily build audiences leveraging out-of-the-box criteria and seamlessly curate and deploy tailored digital experiences. For more information on this feature, see Arc XP's Audience Targeting.
This document provides an overview on how to create and manage audiences for your organization in the Audience Manager application located under the Delivery tile.
Prerequisites
To get started with Audience Targeting and the ability to create and manage audiences, you will need the following:
Audience Targeting is provisioned for your organization and at least one website.
Contact Arc XP Customer Support about how to get started with Audience Targeting.
The following permissions are enabled for the appropriate roles:
Delivery Permission | What it does? |
|---|---|
Access | Allows users to have a read-only view of Audience Manger to view created audiences. NoteAll roles that use PageBuilder Editor require this role at a minimum. |
Configuration Editor | Allows users to create and delete audiences in Audience Manager. |
Content Editor | Allows user to complete Audience Targeting workflows in PageBuilder Editor including applying audiences to page variants and managing activation and deactivation events for targeted pages. |
Glossary
Term | Definition |
|---|---|
Audience | An audience is a single or combination of criteria that defines a user group you want to target based on a set of attributes. When applied to a PageBuilder Editor page, the site visitors who meet the traits defined in the audience will be served that webpage variant. |
Audience Criteria | An audience criteria allows you to define the traits of your user groups using out-of-the-box conditions. |
Audience Manager | Located under the Delivery application, Audience Manager is where users can create manage and search for audiences. |
Audience Manager overview
This application is where you will be able to create and manage your audiences using available out-of-the-box audience criteria, and see which of your audiences are currently in use. You can also see how many audiences you are able to create and search your available audiences.
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Getting started
Navigate to the Delivery tile from Arc Home. Click on Audiences in the top navigation bar. This will open the Audience Manager page.
How to create an audience
Before you can begin to create and publish targeted experiences, you first need to create your audiences. To create an audience, click the Create audience button. This will then open the create audience/ Audience details screen.
Here you can name your audience, add criteria and define them, and view how many criteria your audience can have.
Define audiences with criteria
Now that you’ve named your audience, it’s time to define the traits of your audience to target them. By combining available out-of-the-box criteria and using Is and Is Not statements, you have flexibility to create granular audiences that ensure
At this time the following out-of-the-box audience criteria are available:
Criteria Type | Description |
|---|---|
Country | Allows you to target visitors based on their country. Also known as Geo-targeting. |
Device | Allows you to target visitors based on a visitors device type. |
Cookie* | Allows you to target visitors based on whether they have a certain cookie value. Commonly used to target audiences based on logged-in status or other information passed through cookies. NoteWhen targeting with cookies, clients are responsible for ensuring that the cookies they use for audience targeting comply with applicable laws and the preferences you offer to users. |
Important
Cookie Disclaimer
Privacy laws such as GDPR and CCPA and others require that end users are provided with clear and concise information about the processing of their data and, for certain data/processing, choice about such processing. As a data controller, you are responsible for compliance with such obligations, including, as applicable, providing notice of your data processing activities and obtaining legally required consent to the deployment of cookies and/or processing of personal data or providing and honoring legally required opt-outs of data processing. Arc XP’s audience targeting offers you the ability to segment your audience based on the delivery of cookies. Customers are responsible for using this cookie for Arc XP audience targeting in compliance with applicable laws and preferences you offer to users. Consult your legal counsel to determine if your implementation and use of audience segmentation comply with the legal and regulatory standards to which our organization is subject.
Country criteria
The country criteria enables you to target site visitors based on their country. You can include or exclude visitors from certain countries by selecting Is one of or Is not one of from the dropdown.
Afterward, users can select which countries they want to target or not target.
You can add as many countries as you would like to one criteria.
For the country option Europe (generic), this will target users in European Union countries.
Note
A user’s country information is derived from the source of the internet connection. This means that under certain conditions, the information may be slightly inaccurate. Some examples include:
Visitors using a VPN from a different country than the one they are in.
Visitors also using a VPN from a different country may be served an experience that is not consistent with the country where they are presently located.
Mobile visitors are often identified as coming from a location that is different from where they actually are because their internet traffic is routed according to their service provider.
Visitors whose geographic information cannot be determined may not match to a targeted experience even if they would qualify for one. Should this happen, they will then be served the default page experience.
Device Criteria
The Device criteria enables you to target visitors based on their device type. At this time, available device criteria include:
Mobile
Tablet
Wireless Device
Wireless devices are any wireless devices like a mobile phone or tablet. A desktop or laptop is not considered a wireless device.
You can include or exclude visitors by their device type, selecting Is or Is not.
Cookie criteria
The Cookie criteria enables you to target site visitors based on if they have a defined cookie name and cookie value.
Note
You must ensure that any audiences you create based on cookies are consistent with your users' preferences and applicable law.
When adding cookie criteria, you will need to input the following information into the required fields:
Name: name of the cookie to match on
Value: cookie value to match on
When creating a cookie criteria, below are some items to consider:
Each cookie name can only have one cookie value. Users cannot enter multiple cookie values in a single input field or have the same cookie name map to multiple cookie values.
Cookie value is a required field. At this time, we do not support targeting on cookie name alone.
Cookie name can accept any characters except US-ACII control characters or any separators including: () <> @ , ; : \ " [] ? = {} . white space, and tab.
Cookie value can accept any characters except US-ACII control characters or whitespace, “ , ; \ .
When creating a cookie, you can make it case-sensitive. If enabled, the cookie name and value have to match the case of entry. If case-sensitive is off, then the cookie name and value will match regardless of case sensitivity.
There is no limit on the size of your cookie.
Multi-criteria audiences
Adding multiple criteria to an audience allows you to target your users more narrowly and deliver more tailored experiences. The number of criteria available varies based on your contract.
Once you’ve created an audience, you can apply them to your curated PageBuilder Editor pages.
How to manage your audiences
Edit an audience
At this time, we do not support the ability to edit an existing audience. If you need to modify the audience criteria, create a new audience with your updated criteria.
Delete an audience
If an audience is applied to a PageBuilder Editor page variant, it cannot be deleted. To delete an audience, it must not be on any page variants that are queued for activation, undergoing activation, or activated.
To delete an audience, you can do it from the Audience Manager list view using the overflow menu or from the audience detail view.