--- title: "OneTargeting" type: OpenSpec status: Draft --- # OneTargeting ## Segmentation Definiiton ### Requirement Definition * 1. Segmentation is one proessing to divide a customer base into smaller, that provides a way to narrow down the target audience based on the types of products or services the customers have previously purchased. 2. This screen allows businesses to create more personalized and effective marketing strategies for each segment, rather than adopting a one-size-fits-all approach. 3. In the system sides, segement is one combination of more than one criteria, that allows same criteria set may be re-used many times. The most importantly, it allows a more efficient way to setup the targeting customer. ### Process Flow ### Trigger * + 1. User access to the OneTargeting Module to create/update new segment. ### Pre-Conditions 1. Users have to have access rights in “Segmentation” module to able to access this screen. 2. Depending on the user's access rights, they can view, add, edit, or manually approval. 3. Assume that all criteria are defined as attribute and appear in right panel in message content part to user can drag/drop to setup. ### Wireframe * + - 1. Create /Edit mode [Image Removed] [Image Removed] * + - 1. View mode ### Business Rules 1. The same approach as Campaing Rule Crireria screen, OLS system will use Query Builder to build query for this screen. 2. Refer to [Rule Criteria](#_Business_rules_1) section to get more detail about the business rule of this screen. The criterion list are described in the #3. 3. Here are some way that business segment their targeting customer : | **Index** | **Segement Group** | **Criteria Group** | **Combination by following Criteia** | **Segment Example** | | --- | --- | --- | --- | --- | | | Demographic Segmentation | Customer Profile | Age | Life Cycle segment: Children: 0 -14 Youth: 15- 24 Adults: 24- 64 Seniors: 65 and above | | Last Name | | | First Name | | | Income | **Income segment**: High-Income Customer Middle –Icome Customer Low-Income Customer | | Gender | Male customer Female customer | | Marital Status | Singel customer Married customer | | DOB | **Generation segment:** Gen Z: Year DOB from 1997 – 2012 Gen Y: 1981 – 1996 Gen X: 1965 – 1980 Gen W (Baby Boomers): 1946- 1964 | | Location: Country/State/City/Zip Code | **Geography segement:** International customer Urban customer Suburban customer Mountain Customer | | Customer’s Tenure | **Customer’s Tunure** **Segment** (Use Customer Registration) : New customer: under 1 year Early- tenured customer: 1- 2 years Mid-Tenured customer: 2- 5 years Long - tenured customer: above 5 years | | Account ‘s Tenure | **Account’s Tunure** **Segment** (use AOD) : New customer: under 1 year Early - tenured customer: 1- 2 years Mid-Tenured customer: 2- 5 years Long tenured customer: above 5 years | | Account’s Status | | | Next AOD | | | Customer’s staus | Used in the many segment that | | | Behavior Segmentation | Transaction | Last transaction /Integration | **Churned customer :** E.g Last transaction is more than 6 months ago and customer status is active | | Transaction Frequency: Should be tracked in the specific period such as day/week/month / Quarter/Year/Custom period to determine for following criteria : * + 1. **Total number txn frequency on the specific period.** 2. **Avegare txn frequency** | **Customer Segment:** High-Value Customers: frequency range depend on each business rule Medium-Value Customers: frequency range depend on each business rule Low-Value Customers: frequency range depend on each business rule | | Customer Recency: When was the last transaction/ integration. | | Total spending value: How much customer spends (total nett transaction amount) | | Transaction Date | **Peak –Time customer:** E.g Transaction date is on special day Transaction date on weekend (day of the week) Midnight transaction (Time of the transaction) **Consistent-Time Customers**: E.g Transaciton do on each the first day of the month **Flexible-Time Customers** E.g Transaciton is on specific day | | Transaction Time | | Merchant: Coporation/Chain/Store/MCC | Use with another crieteria or itself only to create specific segment | | Merchant Group: Coporation/Chain/Store/MCC Group | | Transaction Description | | Transaction Category | | Transaction Gross Amount | | Transaction Nett Amount | | | Flexible segment | Attribute | Attribute Criteria | | | | Psychographic Segmentation | Item | Favorite Category | **Life Style segment** **Interest segment** **Opinion segment** | | Favorite Item | | To be added when implement onedisplay so that we can have the data source for collect the Psychographic Segmentation from survey to decision the marketing strategy | ### Post-Conditions * + - * 1. Each segment are used to define the targeting customer on the marketing module. ### Exception Flow ## Audience Upload ### Requirement Definition Provide a user –friendly interface to marketers to manage audience uploads. ### Process Flow ### Trigger ### Pre-Conditions 1. Users have to have access rights in “Audience Upload” module to able to access this screen. 2. Depending on the user's access rights, they can view, add, edit, or manually approval. ### Wireframe ### Business Rules Users are able to upload a customer data for targeted marketing campaigns by uploading a file into the system. The system should allow users map data from their source files to the required platform fields by accepting the CSV, excel spreadsheets. The system validates the uploaded data to ensure all required fields are present and in the correct format Screen descrition | | | | | | --- | --- | --- | --- | | **Index** | **Field (EN/VN)** | **Description** | **Data Type** | | **Listing page** | | | | | | Audience Name /Tệp khán giả | Name of the audience | Dipslay | | | Description /Mô tả | Audience description For use refer only | Display | | | File size /Dung lượng tệp | The file size | Display as number format | | | [Image Removed] | By clicking here to download the audience. This should be orginal file tha user already uploaded. | Button | | **Create/Edit Mode** | | | | | | File ID \*/ ID tệp | Audience identifier For system refer only | X(10) | | | Audience Name \*/ Tệp khán giả | The name of the audience Should be uniquie value in the system. | X(50) | | | Description /Mô tả | Audience description | X(200) | | | Upload file \*/ Đăng tệp tin lên | This option allow users upload file from their divice. The file shoud follow system’s format. Just allow CSV, xls, xlsx extension and file size should less than or equal to 50 MB. User can drag/drop or choose browse file from their device. | Button | | | | | | ### Post-Conditions ### Exception Condition ## Customer Audience ### Requirement Definition ### Process Flow ### Trigger ### Pre-Conditions ### Wireframe ### Business Rules ### Post-Conditions ### Exception Flow End of Document