Targeting Visitors Using Attributes List in Wingify

This article covers the following:

• Concept of Attributes List in Wingify
• Working with Attributes List
• Creating an Attributes List 
• Uploading an Attributes List using targeting dialog
• Uploading an Attributes List using account settings
• Using the Attributes List in a campaign
• Managing the Attributes List
• Attributes List Format

Concept of Attributes List in Wingify

When it comes to targeting a campaign for a specific cohort using their unique attribute values, such as a cookie or a JS variable, or even the attributes from a third-party application integrated with your Wingify account, Attributes Lists will be your easy way to go. This is more beneficial when you’re a marketer/product manager because all of this can be done without depending on your engineering team.

For example, to target all subscribers whose renewals are due in the current month, prepare a list of cookies for those subscribers you’ve identified, upload it to Wingify, and use it as a targeting condition for your campaign. This is what Attributes Lists in Wingify do for you.

NOTE: The Attributes List feature is available for all products across Pro and Enterprise plans, which can consume up to 5 and 20 lists, respectively. When needed more, they can be purchased as add-ons from Account Settings > View Plan.

To better understand this, let’s look at how the Wingify team uses the Attributes List feature to target specific campaigns.

John, a marketer at Wingify, wishes to target a particular campaign to all the premium users of Wingify. Let's assume there were 100K visitors; all of those would have a unique cookie value in the user_id cookie. Let's look at the different possibilities for which John might want to leverage Wingify.

One way is to get in touch with his engineering team to get the list of every user ID that qualifies as a premium user. It is achieved by generating a cookie for people who match the user ID in the list, which is then used by Wingify for targeting.

To do this, John navigates to Custom Segment > Cookie value and defines the targeting condition as "Cookie Value is not Blank".

Another way to achieve this is by using the Attributes List feature to upload this list of user IDs to Wingify. This feature requires John to create a list (.csv or .txt) with the 100k user IDs, upload it to Wingify, and use it as a campaign targeting condition. All this without the support from the engineering team. It’s that simple.

To learn about the format of the list, refer to Attributes List Format.

Some Use-cases Where an Attributes List Would Come in Handy

Let's look at some of the cases before we jump into learning how to use this feature:

• Targeting your loyal customers with a special checkout flow - let’s say you want to target a Wingify campaign to a segment of users within your loyal customer pool. You’d need to put their cookie value or any other identifier in a list and upload it in the Wingify. This will ensure that the specific campaign is targeted to only those users whose identifier was part of the list
• Targeting a campaign to a specific audience defined in an external SaaS product; let’s say your CRM or support software - similar to the previous example, you’d simply need to put together a list of user identifiers and upload in the Wingify app

Want to learn about the technical aspects of this feature? Refer to Technical Aspects of the Attributes List in Wingify.

Working With Attributes List in Wingify

The Attributes List page features all the Attributes Lists that you have directly uploaded to Wingify and the ones that you have pushed from third party applications integrated with Wingify. Besides featuring the Attributes Lists, it also displays the number of lists that you can further add, based on your limit.

The lists are displayed in a table with their details in the following columns:

Name - Displays the name and the description of the Attributes List.

Source - Displays the source of creation of the Attributes List.

Account - Displays the account/sub-account from which the Attributes List was created.

Added by - Displays the Wingify user who created the Attributes List.

Updated on - Displays the date and time at which the Attributes List was last updated.

Let's look at how you can create, test, and use an Attributes List in Wingify.

• Creating an Attributes List This is the initial step and cannot be ruled out if you wish to use the Attributes List feature in Wingify. All you need to do is, create a list with the unique attributes (say cookie values or JavaScript Variable values) of the customers you want to target, save this file in .txt, or .csv format, and upload it in Wingify. In Wingify, you can create Attributes List from the following sections- Targeting Dialog and Account Settings. NOTE: While creating an Attributes List in Wingify, adhere to the Attributes List Format.
• Testing a List Value It is always a good practice to test something before actually using it in a live environment. Thus, after you have uploaded the list, you must check for a random value present in your list to ensure everything is in place. To do this, Wingify provides you with an interface where you can search for the existence of a random value present on your list. If you see a success message, you are good to use the list in your campaigns. To learn how to do this in Wingify, refer to Test a List Value.
• Using the Attributes List in a Campaign Once you have created and tested your Attributes List, you are good to use it in any number of campaigns in your account. To use an Attributes List in your campaign, select the Enable campaign for a specific visitor group setting while creating a campaign, and using the Custom section, select the Attributes List you created as the targeting condition. To learn how to do this in Wingify, refer to Using Attributes List as Campaign Targeting Condition.

Have any questions about this feature? Refer to Attributes List FAQs.

Creating an Attributes List in Wingify

Consider that you've put together a list of cookie values for specific users and now wish to target these users with a campaign.

Upload an Attributes List Using the Targeting Dialog

To create an Attributes List in Wingify using the targeting dialog, perform this:

Procedure

1. Navigate to the Configuration > Targeting > Segments > Custom Segment section of your campaign. To know more about custom segments in Wingify, refer to How to Define Custom Visitor Segments.
2. From the first dropdown, select any criteria. As per our use case, we are selecting Cookie value.
3. In the field next to the first dropdown, enter a cookie name.
   
   Note: This field does not appear for all the properties.
4. From the second dropdown, select In List (use Not In List if you want to exclude these users)
5. In the field next to the second dropdown, click on the +Attributes List option.
6. On clicking the +Attributes List option, a dialog to create an Attributes List appears.
7. In the dialog, fill these:
   • In the Name field, enter a unique name.
   • In the Description field, enter the description (something that describes your list) for your Attribute List.
   • Using the Upload list option, upload a list.
     
     Note: Wingify supports .csv, .txt file types with a max size of 15MB. While creating an Attributes List in Wingify, adhere to the Attributes List Format.
8. Since you are not allowed to upload any PII in the list, you must enable the I confirm there is no Personally Identifiable Information (PII) in the list checkbox.
9. To finalize your Attributes List, click Create.

Upload an Attributes List Using Account Settings

To create an Attributes List in Wingify via Account Settings, perform this:

Procedure

1. Go to Settings > Accounts > Attributes List.
2. Click Add Attributes List. A dialog to create an Attributes List appears.
3. In the dialog, fill these:
   • In the Name field, enter a unique name.
   • In the Description field, enter the description (something that describes your list) for your Attributes List.
   • Using the Upload file option, upload the list.
     
     Note: Wingify supports .csv, .txt file types with a max size of 15MB. While creating an Attributes List in Wingify, adhere to the Attributes List Format.
4. Since you are not allowed to upload any PII in the list, you must enable the I confirm there is no Personally Identifiable Information (PII) in the list checkbox.
5. To finalize your Attributes List, click Create.

Managing the Attributes List

All the Attributes Lists created in your account are visible on the Settings page.

To manage (Edit, Test Value, and Delete) your Attribute List in Wingify, go to Settings > Accounts > Attributes List. This UI displays all the Attribute Lists that you have created in the past. Here, you have the option to edit your list, test a list value, and create a new list.

Editing the Attributes List

You can edit the existing Attributes List any number of times. All you need to do is, click on the vertical ellipsis and select the Edit option corresponding to the list you want to edit.

The Edit Attribute List dialog appears. Here, you can modify the name, description, or replace the previously uploaded Attributes List. Once you're done with the changes, click Save to finalize them.

Testing a List Value

In some of the cases, you might want to double-check if the list you had uploaded previously is correct or not. To do so, go to the Settings > Accounts > Attributes List, click on the vertical ellipsis and select the Test Value option corresponding to the list you want to test.

The Test Attribute List dialog appears. Here, you have the option to enter and verify if a given value is part of this Attributes List or not. All you need to do is, enter the attribute value you want to search in the Check if a given value is part of this Attribute List field, and click Search.

Deleting an Attributes List

To delete an Attributes List, you can select the Delete option from the vertical ellipsis along the corresponding Attributes List entry. In the deletion confirmation popup that appears, click on the Delete button.

Attributes List Format

There are several best practices while preparing the list:

• Each new row/line in the file is considered as a unique value.
• Do not upload any Personally Identifiable Information (PII) such as- Email id, Phone number, etc. in the Attributes List.
• Use only .csv and .txt file type for the Attributes List you want to upload.
• You can upload a file with a max size of 15 MB.
• Do not add more than one million records in the Attributes List file.
• The maximum number of rows allowed is 1 million. Wingify would consider only the first million records in cases where the list has more than 1 million rows.
  
  Note: If you wish to target more than 1 million (say 2 million) attribute values, we recommend using two Attributes List. You can use these as your campaign targeting conditions using the OR connector.
• Anything in a row, whether it's having a comma or space or any other CSV separator, would be considered as a single value.
• Empty values in the list will be skipped.
  
  Note: Empty values are considered as not present in the list.

Using the Attributes List in a Campaign

Once you've created an Attributes List in Wingify, you can use it as a target condition in your campaigns. To do this, perform this:

Procedure

1. Navigate to the Configuration > Targeting > Segments > Custom Segment section of your campaign. To know more about custom segments in Wingify, refer to How to Define Custom Visitor Segments.
2. From the first dropdown, select any criteria. As per our use case, we are selecting Others > Cookie value.
3. In the field next to the first dropdown, enter a cookie name.
   
   Note: This field does not appear for all the properties.
4. From the second dropdown, select In list (use Not in list if you want to exclude these users)
5. In the field next to it, choose the required Attributes List.