Friday, July 17, 2015

Marketing Concepts Techical Overview


Introduction

This document is a 20,000 ft overview of the marketing ecosystem. It shows majn marketing functions. The document also illustrates to some extent how core-advertising topics work from a high-level technical perspective.

Marketing Needs

General Marketing Functions & Measures:




 

Important Concepts & Flows

First Party Cookie:

First party cookie is a small piece of data sent from a website and stored in a user's web browser while the user is browsing that website. Every time the user loads the website, the browser sends the cookie back to the server to notify the website of the user's previous activity [1]. A first party cookie's domain name will match the domain name that is shown in the web browser's address bar.[2]

Third Party Cookie:

 Third-party cookies belong to domains different from the one shown in the address bar. These sorts of cookies typically appear when web pages feature content, such as banner advertisements, from external websites. This opens up the potential for tracking the user's browsing history, and is often used by advertisers in an effort to serve relevant advertisements to each user. As an example, suppose a user visits www.example.org. This web site contains an advertisement from ad.foxytracking.com, which, when downloaded, sets a cookie belonging to the advertisements's domain (ad.foxytracking.com). Then, the user visits another website, www.foo.com, which also contains an advertisement fromad.foxytracking.com/, and which also sets a cookie belonging to that domain (ad.foxytracking.com). Eventually, both of these cookies will be sent to the advertiser when loading their advertisements or visiting their website. The advertiser can then use these cookies to build up a browsing history of the user across all the websites that have ads from this advertiser.[2]

Cookie Syncing:
Cookie syncing involves mapping a userId on one system with the userId on another system.


The process begins when a user visits a site (say example.com, not shown in the figure), which includes A.com as an embedded third-party tracker. (1) The browser makes a request to A.com, and included in this request is the tracking cookie set by A.com. (2) A.com retrieves its tracking ID from the cookie, and redirects the browser toB.com, encoding the tracking ID into the URL. (3) The browser then makes a request to B.com, which includes the full URLA.com redirected to as well as B.com’s tracking cookie. (4) B.com can then link its ID for the user to A.com’s ID for the user2. All of this is invisible to the user. [14]

Tags

Tags are incorporated into the HTML/JavaScript code delivered a web browser or app when a web page loads. Here’s a sample of what you might see if you look at the source code on a typical website using third-party tags.

[15]

How do tags work?


[15]
Tags power online marketing and analytics. Specifically, they can:
  • Instruct web browsers to collect data;
  • Set cookies;
  • Extend audiences between multiple websites;
  • Integrate third-party content into a website (e.g. social media widgets, video players, ads, etc.).
  • Everything from ad campaigns to Google Analytics runs on tags. [15]

Tag Container

A container tag is a code snippet used in web development that removes the need for multiple data tracking codes being placed directly on the site. Instead, one code is placed on every page on a site. This code literally acts as a container whereby all tracking codes can be placed off site in the Google Tag Manager interface and fired from the one code on the site. This means that you can update, add or remove your tracking codes, through the Google Tag Manager interface, avoiding website development times. [16]
How does it work?
When a site loads or a specific action is completed on the site, the tag will be activated. It will search the Google Tag Manager database located in the cloud. It will then fire any tracking codes that are held in the account and that match a set of specific rules that you have defined. [16]

Figure 1A Container Tag: Google Tag Manager fires, checks the cloud, pulls the tags that fit the criteria and fires them. [16]

Contextual Targeting:

A contextual advertising system scans the text of a website for keywords and returns advertisements to the webpage based on those keywords [3]. While setting up a campaign, the advertiser sets keywords she is looking for. When a web page is loaded, the bid request contains the contextual information based on historical scan of the page. Mapping needs to be done between the tags on the publisher side vs keywords in advertiser site. A third party provider can do mapping.

Behavioral Targeting:

Behavioral targeting uses information collected from an individual’s web-browsing behavior (e.g., the pages that they have visited or the searches they have conducted) to select advertisements to display[4]

The first step in serving behavioral ads is tracking who the users are and what they do online. Tracking refers to the process of collecting and processing data, while targeting refers to using that data to offer personalized solutions or advertising[5]

While setting up a campaign, the advertiser specifies the behaviors they wish to target eg. Outdoor lifestyle, in-market for a car. When the advertiser encounters such an audience, a bid request is responded to. The audience behaviors will be in the bid request by the third party vendor. Third party vendors can use third party cookies or ip addresses or geo based tracking to track user behavior across websites.

Re-targeting:

Retargeting is a form of online targeted advertising by which online advertising is targeted to consumers based on their previous Internet actions, in situations where these actions did not result in a sale or conversion.[6]

Technically all that is necessary is to place a JavaScript tag in the footer of your website.[7] Every time a new visitor comes to your site, the code drops a third party cookie on user browser. Later, when your cookied visitors browse the Web, the cookie will let the DSP/ exchange/ SSP know when to serve ads, ensuring that your ads are served to only to people who have previously visited your site [8]

Demographic Targeting:

Advertiser would like to reach people who are likely to be of a specific gender, age, ethinicity, income group, education level, home ownership and # of children.

The first step is to identify user using a match service (eg. Google has an email id and some demographic information). Third party vendors can supplement the demographic information by using their own third party cookies or matching characteristics with census data or Ip data or geo data or behavior data.

Geo-Fence based Targeting:

This is especially useful for mobile advertising. Advertisers want to send promotion for people in specific region. Eg. Target anyone within 5 miles of the mall.

Geo-fence based targeting involves identifying the geo-location of the device and target an ad via an app which collect location information. These apps ask audience if location tracking is allowed through the app. Device id is key here to identify user in case advertiser wants to combine behavioral targeting with geo-fence based targeting. [9]

Geographic region Targeting:

Advertising can be run on national sites (wsj.com) or local sites (chicagotribune.com).  It will be important for advertisers to identify key areas where they customers concentrate in order to use local sites effectively.

This targeting generally does not work with mobile apps that are national.

References:


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