View source for ATC/Current/AdminGuide/Segments

{{Article
|Standalone=No
|DisplayName=Build segments
|TocName=Build segments
|Context=Learn how to build segments that identify and classify customers based on their shared behavior and characteristics.
|ComingSoon=No
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
|Prereq='''Prerequisites'''

*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in Genesys Cloud:]
**'''Journey '''>''' Segment '''>'''Add ''', '''Delete''', '''Edit''', '''View'''
|Section={{Section
|sectionHeading=Search for and view segments
|anchor=ViewSegments
|alignment=Horizontal
|Media=Image
|image=SegmentsPEPC.png
|structuredtext=#Click '''Admin'''.
#Under '''Altocloud''', click '''Segments'''.
#To search for a segment, start typing its name in the '''Search''' box. Search is case-insensitive.
#To sort the list, click the '''Ascending'''/'''Descending''' buttons in '''Name''' or '''Updated''' column headings.
|Status=No
}}{{Section
|sectionHeading=Create a segment
|anchor=CreateSegment
|alignment=Horizontal
|Media=Image
|image=SegmentCreate.png
|structuredtext={{NoteFormat|To simplify the process of creating a segment, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=duplicate an existing segment.}}|2}}

#Click '''Admin'''.
#Under '''Altocloud''', click  '''Segments'''.
#Click '''Create Segment'''.
#Use a descriptive name.
#Use an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Operators|display text=operator}} to define at least one of the following types of conditions:
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_attributes|display text=Visitor attribute}}
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions|anchor=WebSessionEvents|display text=Web event}}
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Conversation_sessions|anchor=ConvoEvents|display text=Conversation event}}
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Custom_sessions|anchor=CreateCustomEvents|display text=Custom event}}
#Specify the color.
#By default, the segment is {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DisplayAgents|display text=displayed to agents.}}
#By default, the segment is {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ActivateSegment|display text=activated.}}
#Click '''Save and close'''.
{{NoteFormat|
*You can specify as many conditions as you want. You must specify at least one. 
*If you specify multiple conditions, then the segment matches a user only if all the conditions match.
|1}}
|Status=No
}}{{Section
|sectionHeading=LIMITS
|alignment=Vertical
|structuredtext=Add this to the note when Limits go live:

*For information on the number of segments you can create for your organization, see {{Link-Standalone|topic=ATC/Limits}}.

<br />
|Status=Yes
}}{{Section
|sectionHeading=Duplicate a segment
|anchor=DuplicateSegment
|alignment=Horizontal
|Media=Image
|image=SegmentsDuplicate.png
|structuredtext=To simplify the process of creating a new segment, duplicate an existing segment.

#Click '''Admin'''.
#Under '''Altocloud''', click  '''Segments'''.
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ViewSegments|display text=Search for the segment you want.}}
#Under options, click '''Duplicate'''.
#Update the segment name.
#Update {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_attributes|display text=attributes}} as necessary.
#Make any other changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#CreateSegment|display text=Create a segment.}}
#Click '''Save and close'''.
|Status=No
}}{{Section
|sectionHeading=Edit a segment
|anchor=EditSegment
|alignment=Horizontal
|Media=Image
|image=SegmentsEdit.png
|structuredtext=#Click '''Admin'''.
#Under '''Altocloud''', click  '''Segments'''.
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ViewSegments|display text=Search for the segment you want.}}
#Under options, click '''Edit'''.
#Make any necessary changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#CreateSegment|display text=Create a segment.}}
#Click '''Save and close'''.
|Status=No
}}{{Section
|sectionHeading=Display to agent
|anchor=DisplayAgents
|alignment=Horizontal
|Media=Image
|image=DisplayAgentFull.png
|structuredtext=Agents automatically see when {{MINTYDOCSPRODUCT}} matches customers with a segment. 

However, not all segments are relevant to all agents. For example, a segment might match based on a customer's search for a specific product that an agent does not support. Segments can also match based on sensitive personal data or data that an agent should not see due to privacy requirements.

To prevent agents from seeing a segment in a customer's profile, use the '''Display to Agent''' button.

{{NoteFormat|Segments that are not displayed to agents appear in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Live_Now|display text=Live Now}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Analytics_data|display text=reports}}. They can also {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|display text=trigger action maps}}. These segments also remain in a customer's record.|}}
|Status=No
}}{{Section
|sectionHeading=Activate or deactivate a segment
|anchor=ActivateSegment
|alignment=Horizontal
|Media=Image
|image=SegmentDeactivatePEPC.png
|structuredtext=When a segment is active, it is ready to match users on your site. To determine when a segment matches users, use the '''Active''' button.


{{NoteFormat|To permanently remove the segment, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DeleteSegment|display text=delete it.}}|2}}
|Status=No
}}{{Section
|sectionHeading=Delete a segment
|anchor=DeleteSegment
|alignment=Horizontal
|Media=Image
|image=SegmentsDelete.png
|structuredtext={{NoteFormat|Deletion is permanent. To temporarily suspend the segment from matching, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ActivateSegment|display text=deactivate it}} instead.|2}}

#Click '''Admin'''.
#Under '''Altocloud''', click  '''Segments'''.
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ViewSegments|display text=Search for the segment you want.}}
#Under options, click '''Delete'''.
#Click '''Yes'''.
|Status=No
}}
}}