Difference between revisions of "ATC/Current/AdminGuide/About segments"

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{{TaskSummary
 
{{TaskSummary
 
|DisplayName=About segments
 
|DisplayName=About segments
|Application=
 
|Role=
 
 
|TocName=About segments
 
|TocName=About segments
|Dimension=
+
|Dimension=Segments
|UseCase=
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|Platform=PureConnect, GenesysCloud
|Platform=PureEngage, PureConnect, PureCloud
 
 
|ComingSoon=No
 
|ComingSoon=No
|Context=Learn how to identify (segment) users based on their shared characteristics. Later, you design {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=action maps}} to engage specific segments of users and then {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Visitor_Activity|anchor=FilterSegmentsOutcomes|display text=filter by segments }} to evaluate how well you are engaging them.
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|Context=Learn how to identify (segment) visitors based on their shared characteristics. Later, you design {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=action maps}} to engage specific segments of visitors and then {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Visitor_Activity|anchor=FilterSegmentsOutcomes|display text=filter by segments }} to evaluate how well you are engaging them.
|overviewtext=
 
 
|TSSection={{TSSection
 
|TSSection={{TSSection
 
|sectionheading=Best practices and examples
 
|sectionheading=Best practices and examples
|description=Improve how you build segments by reviewing best practices and examples.
+
|description=Review best practices and examples to improve how you create segments.
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Best_practices|display text=Best practices}}
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Best_practices|display text=Best practices}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segment_examples|display text=Examples}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segment_examples|display text=Examples}}
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}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Segments
 
|sectionheading=Segments
|description=Build and maintain segments. Determine when segments are available for use in action maps and reports, and when agents can see them in the Journey gadget.
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|description={{BarbFeatureTemp|Feature=Customer segments}}Create and maintain session segments, customer segments, and third-party segments. Determine when segments are available for use in action maps and reports, and when agents can see them in the Journey gadget.
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ViewSegments|display text=Search for and view your segments}}
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ViewSegments|display text=Search for and view your segments}}
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#CreateSegment|display text=Create a segment}}
+
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=Duplicate a segment}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=Duplicate a segment}}
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#EditSegment|display text=Edit a segment}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DisplayAgents|display text=Display a segment to an agent}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ActivateSegment|display text=Activate or deactivate a segment}}
 
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DeleteSegment|display text=Delete a segment}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DeleteSegment|display text=Delete a segment}}
 
}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Attributes and operators
 
|sectionheading=Attributes and operators
|description=Conditions are the criteria by which {{MINTYDOCSPRODUCT}} assigns users to segments. Every condition must have an operator.
+
|description=Conditions are the criteria by which {{MINTYDOCSPRODUCT}} assigns visitors to segments. Every condition must have an operator.
|relatedarticles=*{{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=About_segments|display text=Attributes}}
+
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_attributes}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Operators}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Operators}}
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AttributesVisitor}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Campaign_Attributes}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AttributesJourney}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Custom_attributes}}
 
 
}}{{TSSection
 
}}{{TSSection
|sectionheading=Use segments
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|sectionheading=Segment usage
|description=Use segments to trigger action maps and to evaluate user activity.
+
|description=Use segments to trigger action maps and evaluate visitor activity.
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|anchor=SegmentMatch|display text=Trigger an action map when a segment matches}}
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|anchor=SegmentMatch|display text=Trigger an action map when a segment matches}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Visitor_Activity|anchor=FilterSegmentsOutcomes|display text=Filter the Visitor Activity report by segments}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Visitor_Activity|anchor=FilterSegmentsOutcomes|display text=Filter the Visitor Activity report by segments}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments_assigned|display text=View the segments assigned to a user in LiveNow (admins)}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments_assigned|display text=View the segments assigned to a user in LiveNow (admins)}}
*{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=Matched_segments|display text=View the segments assigned to a user in the Journey gadget (agents)}}
+
*{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=GPE_Customer_journey|anchor=OutcomePredictions|display text=View the segments assigned to a user in the Journey gadget (agents)}}
 +
*[https://help.mypurecloud.com/articles/?p=238683 View segment metrics]
 +
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments|anchor=SegmentReport|display text=View segment report}}
 
}}
 
}}
 
}}
 
}}

Latest revision as of 12:34, December 7, 2021

Learn how to identify (segment) visitors based on their shared characteristics. Later, you design action maps to engage specific segments of visitors and then filter by segments to evaluate how well you are engaging them.


Best practices and examples

Segments

Feature coming soon: Customer segments

Create and maintain session segments, customer segments, and third-party segments. Determine when segments are available for use in action maps and reports, and when agents can see them in the Journey gadget.

Attributes and operators

Conditions are the criteria by which Genesys Predictive Engagement assigns visitors to segments. Every condition must have an operator.

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