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

From Genesys Documentation
Jump to: navigation, search
(Published)
(Published)
 
(46 intermediate revisions by 6 users not shown)
Line 1: Line 1:
 
{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
−
|DisplayName=Segments
+
|DisplayName=View segments
−
|Platform=PureEngage, PureConnect, PureCloud
+
|TocName=View segments
 +
|Context=Learn how to search for, create, edit, duplicate, and delete segments.<br />
 +
|Dimension=Segments
 
|ComingSoon=No
 
|ComingSoon=No
−
|Context=Segments identify and classify visitors based on their behavior and characteristics.
+
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
−
<br />[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
+
 
−
* '''Journey '''>''' Segment '''>'''Add ''', '''Delete''', '''Edit''', '''View''' permissions
+
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
 +
**'''Journey '''>''' Segment '''>'''Add ''', '''Delete''', '''Edit''', '''View'''
 
|Section={{Section
 
|Section={{Section
−
|sectionHeading=About segments
+
|sectionHeading=View segments list
−
|Type=Structured
+
|anchor=ViewSegments
−
|alignment=Vertical
+
|alignment=Horizontal
−
|gif=No
+
|Media=Image
−
|structuredtext=In {{MINTYDOCSPRODUCT}} a {{GlossaryTooltip|term=segment}}  represents a group of customers who share some characteristic or who all behave the same way on your website.
+
|image=SegmentsView.png
−
|fullwidth=No
+
|AltText=View list of segments
 +
|structuredtext='''Name:''' Segment name.
 +
 
 +
'''Updated:''' Date the segment was last modified in Predictive Engagement.
 +
 
 +
'''Description:''' Segment description.
 +
 
 +
'''Type:''' Segment type (such as session or customer).
 +
 
 +
'''Active:''' Indicates whether the segment is ready to match visitors on your website.  
 +
 
 +
'''Color:''' Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).
 +
 
 +
'''Options:''' Menu of options available for the segment, such as edit, delete, and duplicate.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=View your segments
+
|sectionHeading=AI-318 Third party segments
−
|Type=Structured
+
|alignment=Horizontal
−
|anchor=ViewSegments
+
|Media=Image
 +
|image=ViewSegments.png
 +
|AltText=View list of segments
 +
|structuredtext=Add the following description after '''Type''' in the "View segments list" section.
 +
 
 +
'''Source:''' Icon that represents the system in which the segment was created. For example, Genesys Cloud CX or a third-party system such as Adobe Experience Platform, Segment.io, Tealium AudienceStream, Emarsys, or Pega. If there are no segments from a third-party system, this column is hidden.
 +
|Status=Yes
 +
}}{{Section
 +
|sectionHeading=Search for segments
 +
|anchor=Search
 
|alignment=Horizontal
 
|alignment=Horizontal
 +
|Media=Image
 
|image=SegmentsPEPC.png
 
|image=SegmentsPEPC.png
−
|gif=No
+
|structuredtext=Type one or more characters (not case-sensitive) for which to search. As you type, only the segments that match your criteria appear in the list.
−
|structuredtext=# Click '''Admin'''.
+
 
−
# Under '''Altocloud''', click '''Segments'''.
+
A column heading with an arrow indicates that you can click the arrow to sort the list by that entity. An upward-pointing arrow indicates that the list is in ascending order and a downward-pointing arrow indicates that the list is in descending order.
−
{{NoteFormat|Search for a segment by its name or description. Search is case-insensitive.|2}}
 
−
|fullwidth=No
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Create a segment
 
|sectionHeading=Create a segment
−
|Type=Structured
 
 
|anchor=CreateSegment
 
|anchor=CreateSegment
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=SegmentCreatePEPC.png
+
|Media=Image
−
|gif=No
+
|image=CreateSegmentOption.png
−
|structuredtext=# Click '''Admin'''.
+
|structuredtext=To create a segment, click '''Create segment''' and then follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments}}.
−
# Under '''Altocloud''', click '''Segments'''.
+
|Status=No
−
# Click '''Create Segment'''.
+
}}{{Section
−
# Use a descriptive name.
+
|sectionHeading=Edit a segment
−
# Define at least one {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=VisitorAttsJourney|display text=attribute}}.<br />
+
|anchor=EditSegment
−
# Specify the color.
+
|alignment=Horizontal
−
# To make the segment active, leave the Active setting green.
+
|Media=Image
−
# Click '''Save and close'''.
+
|image=SegmentsEdit.png
−
{{NoteFormat|You can specify as many visitor attributes and visitor journey conditions as you want. You must specify at least one.|1}}
+
|structuredtext=To modify a segment, search for it and then click the '''Edit''' menu option. Follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments}}.
−
|fullwidth=No
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Deactivate a segment
+
|sectionHeading=Duplicate a segment
−
|Type=Structured
+
|anchor=DuplicateSegment
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=SegmentDeactivatePEPC.png
+
|Media=Image
−
|gif=No
+
|image=SegmentsDuplicate.png
−
|structuredtext=Deactivate a segment when you no longer need it.
+
|structuredtext=To simplify the process of creating a segment, you can duplicate an existing segment. Search for the segment to duplicate and then click the '''Duplicate''' menu option. The duplicate segment displays in edit mode. Specify a new name for the duplicate segment and then modify the remaining information as appropriate.
−
# Click '''Admin'''.
+
|Status=No
−
# Under '''Altocloud''', click '''Segments'''.
+
}}{{Section
−
# Click the name of the segment you want to deactivate.  
+
|sectionHeading=Delete a segment
−
# Click the '''Active''' toggle so it is gray.
+
|anchor=DeleteSegment
−
# Click '''Submit'''.
+
|alignment=Horizontal
 +
|Media=Image
 +
|image=SegmentsDelete.png
 +
|structuredtext=To delete a segment permanently, search for the segment, click the '''Delete''' menu option, and then confirm. {{NoteFormat|Deletion is permanent. To suspend the segment temporarily from matching, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ActivateSegment|display text=deactivate it}} instead.|}}<br />
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=View segment report
 +
|anchor=SegmentReport
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=SegmentReport.png
 +
|structuredtext=To learn how well you are engaging specific segments of visitors, click the '''Segment Reporting can be found here''' menu option.
 +
 
 +
'''Name:''' Segment name.
 +
 
 +
'''Description:''' Segment description.
 +
 
 +
'''Type:''' Segment type (such as session or customer).
 +
 
 +
'''Segment Matches:''' Number of visitors matched to the segment.
 +
 
 +
'''Action Maps:''' Number of action maps configured to use the segment.
 +
 
 +
'''Outcomes Achieved:''' Number of outcomes achieved for the segment.
 +
 
 +
'''Active:''' Indicates whether the segment is ready to match visitors on your website.
 +
 
 +
'''Updated:''' Date the outcome was last modified.
 +
 
 +
'''Color:''' Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).
 +
 
 +
'''Options:''' Menu of options available for the segment, such as edit, delete, and duplicate.
 +
 
  
−
{{NoteFormat|Do not delete segments.}}
+
For more information about Journey Segments, see the [https://help.mypurecloud.com/articles/?p=238683 Journey Segments view] in the Genesys Cloud CX Resource Center.<br />
−
|fullwidth=No
 
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 09:46, January 19, 2022

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

Learn how to search for, create, edit, duplicate, and delete segments.

Prerequisites

View segments list

View list of segments

Name: Segment name.

Updated: Date the segment was last modified in Predictive Engagement.

Description: Segment description.

Type: Segment type (such as session or customer).

Active: Indicates whether the segment is ready to match visitors on your website.

Color: Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).

Options: Menu of options available for the segment, such as edit, delete, and duplicate.

AI-318 Third party segments

View list of segments

Add the following description after Type in the "View segments list" section.

Source: Icon that represents the system in which the segment was created. For example, Genesys Cloud CX or a third-party system such as Adobe Experience Platform, Segment.io, Tealium AudienceStream, Emarsys, or Pega. If there are no segments from a third-party system, this column is hidden.

Search for segments

Type one or more characters (not case-sensitive) for which to search. As you type, only the segments that match your criteria appear in the list.

A column heading with an arrow indicates that you can click the arrow to sort the list by that entity. An upward-pointing arrow indicates that the list is in ascending order and a downward-pointing arrow indicates that the list is in descending order.

Create a segment

To create a segment, click Create segment and then follow the instructions in Manage segments.

Edit a segment

To modify a segment, search for it and then click the Edit menu option. Follow the instructions in Manage segments.

Duplicate a segment

To simplify the process of creating a segment, you can duplicate an existing segment. Search for the segment to duplicate and then click the Duplicate menu option. The duplicate segment displays in edit mode. Specify a new name for the duplicate segment and then modify the remaining information as appropriate.

Delete a segment

To delete a segment permanently, search for the segment, click the Delete menu option, and then confirm.
Important
Deletion is permanent. To suspend the segment temporarily from matching, deactivate it instead.

View segment report

To learn how well you are engaging specific segments of visitors, click the Segment Reporting can be found here menu option.

Name: Segment name.

Description: Segment description.

Type: Segment type (such as session or customer).

Segment Matches: Number of visitors matched to the segment.

Action Maps: Number of action maps configured to use the segment.

Outcomes Achieved: Number of outcomes achieved for the segment.

Active: Indicates whether the segment is ready to match visitors on your website.

Updated: Date the outcome was last modified.

Color: Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).

Options: Menu of options available for the segment, such as edit, delete, and duplicate.


For more information about Journey Segments, see the Journey Segments view in the Genesys Cloud CX Resource Center.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Segments (2024-07-27 23:18:48)"
Comments or questions about this documentation? Contact us for support!