Difference between revisions of "ATC/Current/AdminGuide/Action library"

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{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
−
|DisplayName=Action Library
+
|DisplayName=View content offers
−
|TocName=Action Library
+
|Context=Learn how to create, edit, duplicate, revert, and archive content offers.
−
|Context=Learn how to build a collection of {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions_and_action_maps|display text=actions}} that you can use with {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=action maps}}.
 
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
  
−
[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in Genesys Cloud:]
+
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
−
 
+
**'''Journey''' > '''Action Template''' > '''Add''', '''Delete''', '''Edit''', '''View'''
−
*'''Journey''' > '''Action Template''' > '''Add''', '''Delete''', '''Edit''', '''View'''
 
 
|Section={{Section
 
|Section={{Section
−
|sectionHeading=View actions
+
|sectionHeading=View content offers
−
|anchor=ViewActions
+
|anchor=ViewOffer
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
 
|image=ActionLib1.png
 
|image=ActionLib1.png
−
|structuredtext=#Click '''Admin''' > '''Altocloud''' > '''Action Library'''.
+
|structuredtext=#In Admin in Genesys Cloud CX, open the '''Action Library''' page.
−
#Use the tabs to switch between types of actions.<br />
+
#To sort the list, click the ascending or descending arrow next to the column heading by which to sort.
−
#To sort the list, click the ascending/descending arrow next to the heading by which you want to sort.
+
#To view a description of a column's contents, click the Information icon.
−
#To see the details of an action, click its row.<br />
+
{{NoteFormat|{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_web_chats|display text=Web chat}}, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_web_messaging|display text=web messaging}}, and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flow actions}} do not appear in the Action Library.|}}<br />
−
{{NoteFormat|{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flow actions}} do not appear in the Action Library.|}}
+
|structuredtextwide='''Name:''' Descriptive and meaningful action name.
 +
 
 +
'''Status:''' Status of the content offer.
 +
 
 +
*'''Published:''' Configuration is complete and the content offer is available to use in action maps. You can no longer edit the content offer.
 +
*'''Draft:''' Configuration is in progress and the content offer is unavailable to use in action maps.
 +
*'''Archived:''' Content offer is no longer available to use in new action maps. However, the content offer continues to work with the action maps that were using it before archival.
 +
 
 +
'''Date Created:''' Date that an administrator created the content offer.
 +
 
 +
'''Last Modified:''' Most recent date that an administrator modified the content offer.
 +
 
 +
The action library gathers the following metrics in 3-month intervals.
 +
 
 +
*'''Offered:''' Total number of times that {{MintyDocsProduct}} offered this content offer to web site visitors.
 +
*'''CTR:''' (Click-through rate) Ratio of visitors who clicked the content offer to the number of visitors who saw the offer.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Action-specific columns
+
|sectionHeading=View content offer details
 +
|anchor=ViewDetails
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
−
|image=WebhooksALCols.png
+
|image=ActionDetails.png
−
|structuredtext=For some actions, the Action Library displays additional columns:
+
|structuredtext=#To view details, click the content offer.
−
 
+
#To view an action map that uses the content offer, click the action map name.
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers_in_the_Action_Library|display text=Content offers}}
+
#To close the details view, click the arrow.
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Columns_for_webhooks_in_the_Action_Library|display text=Webhooks}}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Add an action
+
|sectionHeading=Create a content offer
−
|anchor=ActionAdd
+
|anchor=CreateOffer
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
 
|image=ActionCreate.png
 
|image=ActionCreate.png
−
|structuredtext=#Click '''Admin''' > '''Altocloud''' > '''Action Library'''.
+
|structuredtext=Click '''Create content offer''' and then follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers}}.
−
#Click the tab for the type of action you want.
 
−
#Click '''Create'''.
 
−
#Complete the instructions for your type of action:
 
−
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=CreateOffer|display text=Build a content offer}}.
 
−
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=CreateWebhook}}.
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Duplicate an action
+
|sectionHeading=Edit a content offer
−
|anchor=ActionDuplicate
+
|anchor=EditOffer
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
−
|image=ActionDuplicate.png
+
|image=ActionEdit.png
−
|structuredtext=When you duplicate an action, {{MINTYDOCSPRODUCT}} creates an exact copy of the action. The name of the copied action includes -COPY.
+
|structuredtext=Click the content offer and then click the '''Edit''' menu option. For more information about the available options, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers}}.{{NoteFormat|You can only edit content offers that you saved as a draft. You cannot edit published content offers. |}}
−
 
 
−
#Click '''Admin''' > '''Altocloud''' > '''Action Library'''.
 
−
#Click the tab for the type of action you want.
 
−
#Click the action you want to duplicate.
 
−
#Next to '''Edit''', click the arrow.
 
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#Then click '''Duplicate.'''
 
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#If necessary, change the name of the new action.
 
−
#Do one of the following:
 
−
#*Click '''Save as draft''' if the action is not ready for use with action maps.
 
−
#*Click '''Save and publish''' if the action is ready for use with action maps.{{NoteFormat|After you publish an action, you can no longer {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=EditAction|display text=edit it}}. You can, however, archive it if you no longer need it.|}}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Edit an action
+
|sectionHeading=Duplicate a content offer
−
|anchor=EditAction
+
|anchor=DuplicateOffer
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
−
|image=SpaBooking1.png
+
|image=ActionDuplicate.png
−
|structuredtext=#Click '''Admin''' > '''Altocloud''' > '''Action Library'''.
+
|structuredtext=To simplify the process of creating a content offer, you can duplicate an existing one. Click the content offer to duplicate and then click the '''Duplicate''' menu option. The duplicate content offer displays in edit mode, with -COPY appended to the name. Change the name of the duplicate content offer and then modify the remaining information as appropriate. For more information about the available options, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers}}.
−
#Click the tab for the type of action you want.
 
−
#Click the action you want to edit.
 
−
#Click '''Edit'''.
 
−
#Update the action details and click '''Save'''.
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Save an action: draft or publish
+
|sectionHeading=Save a content offer
−
|anchor=Save
+
|anchor=SaveOffer
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
−
|image=Save.png
+
|image=ActionSave.png
−
|structuredtext=When you create an action, you can save it as a draft or save and publish it:
+
|structuredtext=When you create or duplicate a content offer:  
  
−
*Do you want to continue editing it later? If yes, save it as a '''draft'''.
+
*If the content offer is not ready to use in action maps, click '''Save as draft'''.
−
*Do you want to make it available for use with an action map? If yes, '''publish''' it.
+
*If the content offer is ready to use in action maps, click '''Save and publish'''.
 +
{{NoteFormat|You cannot edit published content offers. However, you can revert published offers to draft mode and then edit them. |}}
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Action statuses
+
|sectionHeading=Revert published content offer to draft
−
|anchor=ActionStatuses
+
|anchor=RevertOffer
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
−
|image=Statuses.png
+
|image=ActionRevert.png
−
|structuredtext=At any time, you can change the status of an action by {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=EditAction|display text=editing it}}.  
+
|structuredtext=To edit a published content offer, revert it to draft mode first. Click the content offer and then click the '''Revert to draft''' menu option.
−
{{{!}} class="wikitable"
 
−
{{!}}-
 
−
{{!}}{{!}}'''Status'''
 
−
{{!}}{{!}}'''Description'''
 
−
{{!}}{{!}}'''Use with action maps?'''
 
−
{{!}}{{!}}'''Editable?'''
 
−
{{!}}-
 
−
{{!}}{{!}}Published
 
−
{{!}}{{!}}The action is complete.
 
−
{{!}}{{!}}Yes
 
−
{{!}}{{!}}No
 
−
{{!}}-
 
−
{{!}}{{!}}Draft
 
−
{{!}}{{!}}The action is still under construction.
 
−
{{!}}{{!}}No
 
−
{{!}}{{!}}Yes
 
−
{{!}}-
 
−
{{!}}{{!}}Archived
 
−
{{!}}{{!}}The action is no longer available for use with new action maps.
 
−
The action continues to work with any action maps that already use it.
 
−
{{!}}{{!}}Only for action maps that already use it.
 
−
{{!}}{{!}}No
 
−
{{!}}}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Archive an action
+
|sectionHeading=Archive a content offer
−
|anchor=ActionArchive
+
|anchor=ArchiveOffer
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
−
|image=Archive.png
+
|image=ActionArchive.png
−
|structuredtext=After you create an action, you cannot delete it. Instead, edit the action and change its status to '''archived'''.{{NoteFormat|To ensure that no user sees an action after you archive it, be sure to {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Activate_inactivate|display text=deactivate any action map}} that uses it.|}}
+
|structuredtext=If you no longer need a content offer, deletion is not possible. However, you can archive the content offer. Click the content offer and then click the '''Archive''' menu option. {{NoteFormat|After archiving the content offer, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Maintain|anchor=ChangeStatus|display text=change the status of the action maps}} that use it to inactive.|}}
−
|Status=No
 
−
}}{{Section
 
−
|sectionHeading=Troubleshoot
 
−
|anchor=TroubleshootAction
 
−
|alignment=Vertical
 
−
|structuredtext=See the following articles for troubleshooting information:
 
−
 
 
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Troubleshoot}}
 
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 21:28, November 9, 2021

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

Learn how to create, edit, duplicate, revert, and archive content offers.

Prerequisites

View content offers

  1. In Admin in Genesys Cloud CX, open the Action Library page.
  2. To sort the list, click the ascending or descending arrow next to the column heading by which to sort.
  3. To view a description of a column's contents, click the Information icon.
Important
Web chat, web messaging, and Architect flow actions do not appear in the Action Library.

Name: Descriptive and meaningful action name.

Status: Status of the content offer.

  • Published: Configuration is complete and the content offer is available to use in action maps. You can no longer edit the content offer.
  • Draft: Configuration is in progress and the content offer is unavailable to use in action maps.
  • Archived: Content offer is no longer available to use in new action maps. However, the content offer continues to work with the action maps that were using it before archival.

Date Created: Date that an administrator created the content offer.

Last Modified: Most recent date that an administrator modified the content offer.

The action library gathers the following metrics in 3-month intervals.

  • Offered: Total number of times that Genesys Predictive Engagement offered this content offer to web site visitors.
  • CTR: (Click-through rate) Ratio of visitors who clicked the content offer to the number of visitors who saw the offer.

View content offer details

  1. To view details, click the content offer.
  2. To view an action map that uses the content offer, click the action map name.
  3. To close the details view, click the arrow.

Create a content offer

Click Create content offer and then follow the instructions in Create a content offer.

Edit a content offer

Click the content offer and then click the Edit menu option. For more information about the available options, see Create a content offer.
Important
You can only edit content offers that you saved as a draft. You cannot edit published content offers.

Duplicate a content offer

To simplify the process of creating a content offer, you can duplicate an existing one. Click the content offer to duplicate and then click the Duplicate menu option. The duplicate content offer displays in edit mode, with -COPY appended to the name. Change the name of the duplicate content offer and then modify the remaining information as appropriate. For more information about the available options, see Create a content offer.

Save a content offer

When you create or duplicate a content offer:

  • If the content offer is not ready to use in action maps, click Save as draft.
  • If the content offer is ready to use in action maps, click Save and publish.
Important
You cannot edit published content offers. However, you can revert published offers to draft mode and then edit them.

Revert published content offer to draft

To edit a published content offer, revert it to draft mode first. Click the content offer and then click the Revert to draft menu option.

Archive a content offer

If you no longer need a content offer, deletion is not possible. However, you can archive the content offer. Click the content offer and then click the Archive menu option.
Important
After archiving the content offer, change the status of the action maps that use it to inactive.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Action_library (2025-06-19 10:40:44)"
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