Difference between revisions of "ATC/Current/AdminGuide/Prioritize"

From Genesys Documentation
Jump to: navigation, search
(Published)
 
m (Text replacement - "Genesys Cloud" to "Genesys Cloud CX")
 
(26 intermediate revisions by 5 users not shown)
Line 1: Line 1:
 
{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
|DisplayName=Set the priority
+
|DisplayName=Prioritize an action map
|Platform=PureEngage, PureConnect, PureCloud
+
|TocName=Set the priority
|TocName=Prioritize
+
|Context=Learn how to ensure that the most appropriate action map triggers when multiple action maps could present offers to visitors.
 
|ComingSoon=No
 
|ComingSoon=No
|Context=Multiple action maps can trigger on a webpage. To ensure that the most appropriate action map triggers, set the priority for each action map.
+
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
+
 
** '''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' permissions (to create action maps)
+
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
** '''Journey '''>''' Action Target '''> '''View''' permission (to select a team to handle interactions from the action map)
+
**'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' (to create action maps)
* {{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}.
+
**'''Journey '''>''' Action Target '''> '''View''' (to select a team to handle interactions from the action map)
* {{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}.
+
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments|display text=Create segments}}.
 +
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_outcomes|display text=Create outcomes}}.
 
|Section={{Section
 
|Section={{Section
|sectionHeading=About priorities
+
|sectionHeading=Set the priority
|Type=Structured
+
|anchor=AboutPriorities
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=SetUpActionMap.png
 +
|structuredtext=If an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} uses a web action, set the priority to ensure that visitors see an appropriate number of web-based offers. If multiple action maps are qualified for a given visitor and trigger combination, {{MINTYDOCSPRODUCT}} selects only one action map based on its priority relative to any other action maps that you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|display text=applied }} to the same webpage. 
 +
 
 +
For each type of web-based offer, {{MINTYDOCSPRODUCT}} uses only one action map for a given segment, at a given time, on a given webpage.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Multiple web-based offers
 +
|anchor=MultipleOffers
 
|alignment=Vertical
 
|alignment=Vertical
|gif=No
+
|structuredtext={{MINTYDOCSPRODUCT}} handles each type of web-based offer separately.
|structuredtext={{MINTYDOCSPRODUCT}} triggers only one action map at a time for a given segment. If two action maps of the same type target the same segment at the same time, then the priority determines which action map is triggered. In addition:
+
 
* If multiple action maps target the same segment at the same time, and they have the same priority, then {{MINTYDOCSPRODUCT}} displays each action map a set percentage of the time. For example, if two action maps exist, then {{MINTYDOCSPRODUCT}} displays each one 50% of the time. If three action maps exist, then {{MINTYDOCSPRODUCT}} displays each one 33% of the time.
+
*Example ('''multiple content offers''' or '''multiple web chats'''): If a visitor qualifies for multiple content offers or multiple web chats, {{MINTYDOCSPRODUCT}} chooses the action map with the higher priority.
  
* If a user ignores an invitation to chat, but then goes to a web page for which a higher priority action map is set to trigger, {{MINTYDOCSPRODUCT}} serves the user the invitation to engage.
+
*Example '''(one content offer and one web chat'''):  If a visitor qualifies for both a content offer and a web chat, the visitor sees both offers.
|fullwidth=No
+
 
 +
In addition:
 +
 
 +
*If multiple action maps target the same segment at the same time, and they have the same priority, {{MINTYDOCSPRODUCT}} displays each action map a set percentage of the time. For example, if two action maps exist, {{MINTYDOCSPRODUCT}} displays each one 50% of the time. If three action maps exist, {{MINTYDOCSPRODUCT}} displays each one 33% of the time.
 +
*If a visitor ignores an invitation to chat, but then goes to a web page where a higher priority action map is set to trigger, {{MINTYDOCSPRODUCT}} presents the visitor with the invitation to engage.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Set the priority
+
|sectionHeading=Actions with no direct user engagement
|FAQHeading=How does priority affect when an action map triggers?
+
|anchor=NoDirectEngagement
|Type=Structured
 
|anchor=Priority
 
 
|alignment=Vertical
 
|alignment=Vertical
|gif=No
+
|structuredtext=Some actions, such as {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flows}}, do not engage a visitor directly. For these actions, the action map priority is not considered. For example, if multiple Architect flows qualify for a page, all those Architect flows run.
|structuredtext=When you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|anchor=Create|display text=create an action map}}, define its priority.
 
# Under '''Set Priority''', select the '''High''', '''Medium''', or '''Low'''. This is a relative setting, based on the priorities of any other action maps that you have {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|display text=applied }} to the same webpage.
 
 
 
'''[[File:SetPriorityPEPC.png]]'''
 
|fullwidth=No
 
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 21:27, November 9, 2021

Learn how to ensure that the most appropriate action map triggers when multiple action maps could present offers to visitors.

Prerequisites

Set the priority

If an action map uses a web action, set the priority to ensure that visitors see an appropriate number of web-based offers. If multiple action maps are qualified for a given visitor and trigger combination, Genesys Predictive Engagement selects only one action map based on its priority relative to any other action maps that you applied to the same webpage.

For each type of web-based offer, Genesys Predictive Engagement uses only one action map for a given segment, at a given time, on a given webpage.

Multiple web-based offers

Genesys Predictive Engagement handles each type of web-based offer separately.

  • Example (multiple content offers or multiple web chats): If a visitor qualifies for multiple content offers or multiple web chats, Genesys Predictive Engagement chooses the action map with the higher priority.
  • Example (one content offer and one web chat): If a visitor qualifies for both a content offer and a web chat, the visitor sees both offers.

In addition:

  • If multiple action maps target the same segment at the same time, and they have the same priority, Genesys Predictive Engagement displays each action map a set percentage of the time. For example, if two action maps exist, Genesys Predictive Engagement displays each one 50% of the time. If three action maps exist, Genesys Predictive Engagement displays each one 33% of the time.
  • If a visitor ignores an invitation to chat, but then goes to a web page where a higher priority action map is set to trigger, Genesys Predictive Engagement presents the visitor with the invitation to engage.

Actions with no direct user engagement

Some actions, such as Architect flows, do not engage a visitor directly. For these actions, the action map priority is not considered. For example, if multiple Architect flows qualify for a page, all those Architect flows run.

Comments or questions about this documentation? Contact us for support!