ATC/Current/AdminGuide/Manage segments - Revision history

WikiSysop at 07:45, January 17, 2023

2023-01-17T07:45:45Z

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WikiSysop at 10:00, October 28, 2022

2022-10-28T10:00:58Z

Ed.jamer@genesys.com: Text replacement - "Genesys Cloud" to "Genesys Cloud CX"

2021-11-09T21:27:43Z

Text replacement - "Genesys Cloud" to "Genesys Cloud CX"

Ed.jamer@genesys.com at 18:38, October 9, 2021

2021-10-09T18:38:36Z

Barbara.martin@genesys.com: Published

2021-07-23T16:50:22Z

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2021-06-01T18:13:23Z

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2021-05-25T18:03:49Z

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2021-05-18T18:34:49Z

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2021-05-11T17:15:37Z

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Barbara.martin@genesys.com: Published

2021-04-14T15:12:20Z

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@@ Line 61: / Line 61: @@
 {{!}}Active
 {{!}}Segments are active by default.  When a segment is active, it is ready to match visitors on your web site.
-To deactivate a segment temporarily from matching, slide the toggle to '''No'''. To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments|anchor=DeleteSegment|display text=delete it}}.
+To deactivate a segment temporarily from matching, slide the toggle to '''No'''. To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments|anchor=DeleteSegment|display text=delete it.}}
 {{!}}}
 |Status=No
 }}{{Section
 |alignment=Horizontal
 |Media=Image
 |image=SegmentCreate.png
 |AltText=Create a segment
-|structuredtext=<br />
+|structuredtext=AI-317 Replace screen capture and edit table in "Create or edit a segment" section<br />
 {{{!}} class="wikitable"
 !Entity
@@ Line 87: / Line 86: @@
 |Status=Yes
 }}{{Section
 |alignment=Vertical
-|structuredtext=Add the following sentence to the "Create or edit a segment" section when AI-318 releases:
+|structuredtext=AI-318 Add sentence
 To edit a segment from a third-party system, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments|anchor=EditThirdParty|display text=Edit segments from third-party system}}.
 |Status=Yes
 }}{{Section
 |anchor=EditThirdParty
 |alignment=Horizontal
@@ Line 100: / Line 99: @@
 |image=CustomerSegmentThirdParty.png
 |AltText=Segments from a third-party system
-|structuredtext=New section for AI-318.
+|structuredtext=AI-318 Edit segments from third-party system
 Your organization can create segments in a third-party system (such as Adobe Experience Platform, Segment.io, Tealium AudienceStream, Emarsys, or Pega) and use the segments in Predictive Engagement. The only segment information that you can edit in Predictive Engagement is the Predictive Engagement-related information. Any segment information that you change in Predictive Engagement does not update in your third-party system.
@@ Line 131: / Line 132: @@
 {{!}}Active
 {{!}}Segments are active by default.  When a segment is active, it is ready to match visitors on your web site.
-To deactivate a segment temporarily from matching, slide the toggle to '''No'''. To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments|anchor=DeleteSegment|display text=delete it}}.
+To deactivate a segment temporarily from matching, slide the toggle to '''No'''. To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments|anchor=DeleteSegment|display text=delete it.}}
 {{!}}}
 |Status=Yes
 }}{{Section
 |alignment=Vertical
-|structuredtext=For more information about the number of segments that you can create for your organization, see Limits for {{MintyDocsProduct}} objects.
+|structuredtext=AI-23 Add to "Create or edit a segment" section
 (Adding the link to the Object_limits article causes the article not to save. So, add it at publication time.)
@@ Line 158: / Line 160: @@
 |Media=Image
 |image=SessionType.png
-|structuredtext=For more information about each type of session, see:
+|structuredtext=For more information about web session, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions|display text=Web sessions}}.
+|structuredtextwide={{{!}} class="wikitable"
-*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions}}
+{{!}}+
-*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Custom_sessions}}
+!Session type
-|structuredtextwide={{SessionTypes}}
+!Example
 |Status=No
 }}{{Section

@@ Line 8: / Line 8: @@
 |Prereq='''Prerequisites'''
-*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:]
+*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
 **'''Journey '''>''' Segment '''>'''Add ''', '''Delete''', '''Edit''', '''View'''
 |Section={{Section
@@ Line 104: / Line 104: @@
 Your organization can create segments in a third-party system (such as Adobe Experience Platform, Segment.io, Tealium AudienceStream, Emarsys, or Pega) and use the segments in Predictive Engagement. The only segment information that you can edit in Predictive Engagement is the Predictive Engagement-related information. Any segment information that you change in Predictive Engagement does not update in your third-party system.
-For more information about including segments from a third-party system, see [https://developer.dev-genesys.cloud/developer-tools/#/api-explorer /api/v2/journey/segments] in the Genesys Cloud Developer Tools.
+For more information about including segments from a third-party system, see [https://developer.dev-genesys.cloud/developer-tools/#/api-explorer /api/v2/journey/segments] in the Genesys Cloud CX Developer Tools.
 |structuredtextwide=<br />
 {{{!}} class="wikitable"

@@ Line 61: / Line 61: @@
 {{!}}Active
 {{!}}Segments are active by default.  When a segment is active, it is ready to match visitors on your web site.
-To deactivate a segment temporarily from matching, slide the toggle to '''No'''. To remove a segment permanently, [[Draft:ATC/Current/AdminGuide/Segments#DeleteSegment|delete it.]]
+To deactivate a segment temporarily from matching, slide the toggle to '''No'''. To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments|anchor=DeleteSegment|display text=delete it}}.
 {{!}}}
 |Status=No
@@ Line 131: / Line 131: @@
 {{!}}Active
 {{!}}Segments are active by default.  When a segment is active, it is ready to match visitors on your web site.
-To deactivate a segment temporarily from matching, slide the toggle to '''No'''. To remove a segment permanently, [[Draft:ATC/Current/AdminGuide/Segments#DeleteSegment|delete it.]]
+To deactivate a segment temporarily from matching, slide the toggle to '''No'''. To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments|anchor=DeleteSegment|display text=delete it}}.
 {{!}}}
 |Status=Yes
@@ Line 160: / Line 160: @@
 |structuredtext=For more information about each type of session, see:
-*[[Draft:ATC/Current/AdminGuide/Web sessions|Web sessions]]
+*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions}}
-*[[Draft:ATC/Current/AdminGuide/Custom sessions|Custom sessions and custom events]]
+*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Custom_sessions}}
 |structuredtextwide={{SessionTypes}}
 |Status=No

@@ Line 25: / Line 25: @@
 |image=SessionSegment.png
 |AltText=Create a segment
-|structuredtext=To simplify the process of creating a segment, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=duplicate an existing segment.}}
+|structuredtext=To simplify the process of creating a segment, you can {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=duplicate an existing segment.}}
 {{NoteFormat|&nbsp;
 *If you are creating a session segment, you must specify at least one condition.
 *If you specify multiple conditions, the segment matches a visitor only when all the conditions match.
 |1}}
 |structuredtextwide=<br />
@@ Line 83: / Line 84: @@
 To prevent agents from seeing a segment, slide the toggle to '''No'''.{{NoteFormat|Segments that don't display 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}}. The segments can also {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|display text=trigger action maps}}. These segments remain in a customer's record.|}}
 {{!}}}
 |Status=Yes

@@ Line 23: / Line 23: @@
 |alignment=Horizontal
 |Media=Image
-|image=SegmentCreate.png
+|image=SessionSegment.png
-|structuredtext=To simplify the process of creating a segment, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=duplicate an existing segment.}}<br />
+|AltText=Create a segment
 {{NoteFormat|&nbsp;
 *If you are creating a session segment, you must specify at least one condition.
@@ Line 49: / Line 50: @@
 {{!}}{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments|anchor=SessionTypes|display text=Session type}}
 {{!}}Session type for grouping data about a visitor's activities.
 {{!}}-
 {{!}}Segment display color
@@ Line 58: / Line 55: @@
 {{!}}-
 {{!}}Display to Agent
-{{!}}For '''session segments only'''!
+{{!}}Session segments display to agents by default. Agents can see when Genesys Predictive Engagement matches visitors to a segment. However, not all segments are relevant to all agents. For example, a segment that matches based on a visitor's search for a specific product that an agent does not support. Or, a segment that matches based on sensitive personal data or data that an agent should not see because of privacy restrictions.
 To prevent agents from seeing a segment, slide the toggle to '''No'''.{{NoteFormat|Segments that don't display 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}}. The segments can also {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|display text=trigger action maps}}. These segments remain in a customer's record.|}}
 {{!}}-
@@ Line 70: / Line 64: @@
 |Status=No
 }}{{Section
-|sectionHeading=AI-23 Add to section above
+|sectionHeading=AI-317 Replace screen capture and edit table in "Create or edit a segment" section
 |alignment=Vertical
 |structuredtext=For more information about the number of segments that you can create for your organization, see Limits for {{MintyDocsProduct}} objects.

@@ Line 2: / Line 2: @@
 |Standalone=No
 |DisplayName=Manage segments
-|Context=Learn how to manage segments that identify and classify visitors based on their shared behavior and characteristics.<br />
+|Context=Learn how to manage segments that identify and classify visitors based on their shared behavior and characteristics.
 |Dimension=Segments
 |ComingSoon=No