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

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{{Article
 
{{Article
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|DisplayName=Segments
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|Standalone=No
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|Platform=PureEngage, PureConnect, PureCloud
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|DisplayName=View segments
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|Dimension=Journey
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|TocName=View segments
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|Context=Segments identify and classify visitors based on their behavior and characteristics.
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|Context=Learn how to search for, create, edit, duplicate, and delete segments.<br />
 +
|Dimension=Segments
 +
|ComingSoon=No
 +
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 +
|Prereq='''Prerequisites'''
 +
 
 +
*[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
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|sectionHeading=About segments
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|sectionHeading=View segments list
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|Type=Unstructured
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|anchor=ViewSegments
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|freetext=Segments let you identify visitors who have shared characteristics or who behave the same way on your website. When you create segments, you define visitor attributes and visitor journeys.
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|alignment=Horizontal
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* [[#SegmentAttributes|Visitor attributes ]] are characteristics that all the visitors in the group share. Examples of visitor attributes are visitors who use Chrome and visitors from Canada.
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|Media=Image
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* [[#JourneyPatterns|Visitor journeys ]] are actions on your website that all the visitors in the group have taken. Examples of visitor journeys are completing a form or going to a specific webpage.
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|image=SegmentsView.png
 +
|AltText=View list of segments
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|structuredtext='''Name:''' Segment name.
 +
 
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'''Updated:''' Date the segment was last modified in Predictive Engagement.
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'''Description:''' Segment description.  
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'''Type:''' Segment type (such as session or customer).
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'''Active:''' Indicates whether the segment is ready to match visitors on your website.  
  
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You can specify any combination of visitor attributes and visitor journeys for a segment. The more of these conditions you define, the more specific the segment, and the fewer number of visitors who belong to it.
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'''Color:''' Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).
  
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You complete the same process of defining visitor attributes and visitor journeys when you create both segments and outcomes. However, visitor attributes and visitor journeys are different and are not shared across segments and outcomes.
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'''Options:''' Menu of options available for the segment, such as edit, delete, and duplicate.
 +
|Status=No
 
}}{{Section
 
}}{{Section
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|sectionHeading=View your segments
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|sectionHeading=AI-318 Third party segments
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|anchor=ViewSegments
 
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|Type=Structured
 
 
|alignment=Horizontal
 
|alignment=Horizontal
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|image=SegmentView.png
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|Media=Image
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|structuredtext=# Click '''Journey''' > '''Segments'''.
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|image=ViewSegments.png
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|fullwidth=No
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|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
 +
|Media=Image
 +
|image=SegmentsPEPC.png
 +
|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. 
 +
 
 +
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.
 +
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Create a segment
 
|sectionHeading=Create a segment
 
|anchor=CreateSegment
 
|anchor=CreateSegment
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|Type=Structured
 
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=SegmentCreate.png
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|Media=Image
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|structuredtext=# Click '''Journey''' > '''Segments'''.
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|image=CreateSegmentOption.png
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# Click '''Create Segment'''.
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|structuredtext=To create a segment, click '''Create segment''' and then follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments}}.
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# Use a descriptive name.
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|Status=No
−
# Define at least one of the following:
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}}{{Section
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#* [[#SegmentAttributes|Visitor attribute]]
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|sectionHeading=Edit a segment
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#* [[#JourneyPatterns|Visitor journey]]
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|anchor=EditSegment
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# Specify the color.
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|alignment=Horizontal
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# Click '''Save and close'''.
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|Media=Image
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{{NoteFormat|You can specify as many visitor attributes and visitor journey conditions as you want. You must specify at least one.|1}}
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|image=SegmentsEdit.png
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|fullwidth=No
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|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}}.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Duplicate a segment
 +
|anchor=DuplicateSegment
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=SegmentsDuplicate.png
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|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.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Delete a segment
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|anchor=DeleteSegment
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=SegmentsDelete.png
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|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
 
}}{{Section
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|sectionHeading=Visitor attributes
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|sectionHeading=View segment report
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|anchor=SegmentAttributes
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|anchor=SegmentReport
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|Type=Structured
 
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=VisitorAttributes.png
+
|Media=Image
−
|structuredtext=Visitor attributes identify visitors based on characteristics like location, browser, device type, and so on.
+
|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.
  
−
{{NoteFormat|If you want to match based on a non-numeric criteria, such as the name of a browser, select the '''like''' or '''not like''' operator. |2}}
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'''Updated:''' Date the outcome was last modified.
−
|fullwidth=No
 
−
}}{{Section
 
−
|sectionHeading=Visitor journeys
 
−
|anchor=JourneyPatterns
 
−
|Type=Structured
 
−
|alignment=Horizontal
 
−
|image=VisitorJourney.png
 
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|structuredtext=A visitor journey identifies visitors based on their behavior on your site. For example a visitor journey might include all visitors who:
 
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* Viewed a specific page
 
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* Clicked a specific button
 
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* Submitted a form
 
  
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A visitor journey can also reflect a negative event. For example a visitor journey might include all visitors who added a product to their shopping cart but did not complete the transaction.
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'''Color:''' Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).
  
−
{{NoteFormat|Track these actions as events in your code. To track a more complex visitor journey, add conditions. Genesys Altocloud evaluates all conditions in the visitor journey sequentially, in the order you define them. |1}}
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'''Options:''' Menu of options available for the segment, such as edit, delete, and duplicate.
  
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Set each condition to one of these matching options:
 
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* '''Once''': The segment matches when the condition is met.
 
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* '''Never''': After the visitor leaves the site, the segment matches if this condition was not met during the visit. This applies to all segments that contain at least one '''Never''' condition.
 
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|fullwidth=No
 
−
}}{{Section
 
−
|sectionHeading=Deactivate a segment
 
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|Type=Structured
 
−
|alignment=Horizontal
 
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|image=SegmentDeactivate.png
 
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|structuredtext=Deactivate a segment when you no longer need it.
 
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# Click '''Journey''' > '''Segments'''.
 
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# Click the name of the segment you want to deactivate.
 
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# Click the '''Active''' toggle so it is gray.
 
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# Click '''Submit'''.
 
  
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{{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
 
}}
 
}}
 
}}
 
}}

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 (2024-10-06 20:27:02)"
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