Utilizing Behavioral Dimensions and Filtering in Visiopt

OverviewThis Standard Operating Procedure (SOP) provides detailed steps to use behavioral dimensions and filtering in Visiopt. By leveraging these features, users can segment and analyze audience behavior, enhancing the effectiveness of tests and campaigns.

Step-by-Step Instructions
 

Step 1: Access Behavioral Dimensions
 

1. Open Behavioral Dimensions

·   Navigate to Visiopt and click on "Behavioral Dimensions."

2. Add a Filter

·   Click the "Add Filter" button.

·   You will see default options such as:

·   Desktop

·   Tablet only

·   Mobile only

·   Mix of mobile and tablet

·   Choose any of these dimensions to see how your traffic and tests are performing across different behavioral segments.
 

Step 2: Set Up URL with UTM Tracking Tags
 

1. Access Campaign URL Builder

·   Search for "Campaign URL Builder" on Google.

·   Use this tool to set up your URL with standard UTM tags.

2. Define UTM Tags

·   Standard UTM tags include:

·   Campaign Source

·   Campaign Medium

·   Campaign Name

·   Campaign Term

·   Campaign Content

·   Populate these tags based on what’s important to your campaign.

3. Example Setup

·   Campaign Source: Facebook

·   Campaign Medium: Desktop feed

·   Campaign Name: Specific campaign name

·   Campaign Term: Keywords or interests

·   Campaign Content: Specific ad content
 

Step 3: Apply Filters in Visiopt

1. Add Filter with Tracking Tags

·   Click "Add Filter" again in Visiopt.

·   Choose tracking tags one at a time.

·   Enter the corresponding UTM source values to match your URL exactly.

·   Repeat the process for each UTM tag.

2. Combine Multiple Filters

·   Add multiple filters to work in conjunction:

·   Example: Add a filter to view results for mobile traffic only.

·   Once done, click "Save."

3. Review Applied Filters

·   Notice the line "Behavioral Filter Apply" which indicates an active filter.

·   To remove filters, go back to the menu, click "Behavioral Dimensions," and click the red minus line next to the filter. Save your changes.
 

Step 4: Add Custom Tags
 

1. Add Custom Tags

·   In addition to standard filters and UTM tags, you can add up to three custom tags.

·   Enter the custom tag as shown in your URL and click "Add.

2. Use Custom Tags in Filtering

·   Navigate to "Filter Tracking Tags" and you will see the new custom tag under standard sources.

·   Click "Save" to filter by your custom tag.
 

Step 5: Analyze Results
 

1. Update Results with Filters

·   Your results will be automatically updated to reflect the new filtering.

·   Ensure you pay attention to the "Behavioral Filter Apply" line to confirm if a filter is applied.

2. Remove Filters

·   To remove filters, return to "Behavioral Dimensions," click the red minus line next to the filter, and save without any filters.
 

Conclusion

By following these steps, users can effectively utilize behavioral dimensions and filtering in Visiopt. This enables advanced segmentation and analysis of audience behavior, helping to optimize campaigns and test results significantly.