Get started with Altocloud for PureEngage Premises

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This topic is part of the manual Altocloud Administrator's Guide for version Current of Altocloud.

PureEngage premises-based customers should complete these initial tasks in order to use Altocloud.

Overview

  1. Prepare your platform.
  2. Assign permissions to your users.
  3. Learn about Altocloud's tracking capabilities and then update your webpages with the Altocloud tracking snippet.
  4. Configure Web tracking.
    Tip
    Initially, configure only the allowed domains. Then use Live Now to verify that Altocloud is tracking events. After basic tracking works, configure the rest of the web tracking settings.
  5. Create segments
  6. Create outcomes.
  7. Build actions.
  8. Build action maps.
  9. Use LiveNow to see customer activity on your website.

Prepare your platform

Assign Altocloud permissions

You manage Altocloud permissions in the PureCloud Admin menu under People & Permissions. For information on how to assign these permissions to your users, see Altocloud permissions overview.