Segment Creation/Setup

Google Analytics - One-time set up of new property

1. Login to the GA account. Go to Admin -> Create Property
2. Provide a Property Name and then click on Show Advanced Options
3. Select the toggle on “Create a Universal Analytics property” and provide the website URL that you want to track (You can still track multiple sites using the same property if you like). Then select “Create a Universal Analytics property only” option below
4. Provide your Business information and then click on Create. The UA property would be created
5. Click on the dropdown in the Property section and search for and select the property name you just created
6. Click on Property Settings. It will option a section on the right side with all the relevant info on the property. Search for the Tracking ID and copy the details

Zeotap Connect - Audience Activation steps

1. Log into Unity-> http://unity.zeotap.com . Go to the Destinations section and create a Google Analytics destination by providing the Tracking ID and the Destination Name. This is a one time setup
2. Go to Connect. Create as many segments you want by selecting the attributes of your choice. Add the Google Analytics destination you created earlier to the segments
3. Zeotap will send segment membership data to Google Analytics using the Measurement Protocol API as event parameters with hit type=event. A sample hit would look like this: ga_client_id=555&hit=event&eventcategory=audience&eventaction=add&eventlabel=repeatcustomer

Where ga_client_id is the GA ID Hit type would always be event

eventcategory would always be audience

eventaction would be add or remove depending on whether the user has been added or removed from the audience eventlabel: Audience name as provided in Connect

Linking to Optimize360

The GA audiences can be further used within Optimize360 accounts for personalization activities. Optimize 360 - Audience set up

1. Link Optimize360 to Google Analytics by following the instructions here. This is a one time setup activity.
2. Go to Google Analytics, Select the Admin tab and navigate to the PROPERTY created in Step 4
3. Under Property Column select Audience Definitions -> Audiences
4. Select Audience Source -> All Website Data -> Next Step -> Audience Definition -> Create New
5. Go To Advanced -> Sequences -> Filter : Include Users -> Select Dimension. You can either include all audiences by selecting eventcategory=audience or create a combination of audiences by filtering by eventaction(add or remove) or eventlabel(audiencename)
6. Provide an Audience Name -> Next -> Audience Destinations. Your Optimize account would appear here
7. Select Destination and click on Publish. Instructions on how to use the audience within Optimize are available here (Target an Audience in Optimize)