Difference between revisions of "ATC/Current/AdminGuide/Segments"
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|Prereq='''Prerequisites''' | |Prereq='''Prerequisites''' | ||
− | *[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:] | + | *[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:] |
**'''Journey '''>''' Segment '''>'''Add ''', '''Delete''', '''Edit''', '''View''' | **'''Journey '''>''' Segment '''>'''Add ''', '''Delete''', '''Edit''', '''View''' | ||
|Section={{Section | |Section={{Section | ||
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|structuredtext=Add the following description after '''Type''' in the "View segments list" section. | |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 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. | + | '''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. |
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|Status=Yes | |Status=Yes | ||
}}{{Section | }}{{Section | ||
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|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
− | |sectionHeading= | + | |sectionHeading=View segment report |
− | |anchor= | + | |anchor=SegmentReport |
− | |alignment= | + | |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. | ||
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+ | '''Name:''' Segment name. | ||
+ | |||
+ | '''Description:''' Segment description. | ||
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+ | '''Type:''' Segment type (such as session or customer). | ||
+ | |||
+ | '''Segment Matches:''' Number of visitors matched to the segment. | ||
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+ | '''Action Maps:''' Number of action maps configured to use the segment. | ||
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+ | '''Outcomes Achieved:''' Number of outcomes achieved for the segment. | ||
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+ | '''Active:''' Indicates whether the segment is ready to match visitors on your website. | ||
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+ | '''Updated:''' Date the outcome was last modified. | ||
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+ | '''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 [https://help.mypurecloud.com/articles/?p=238683 Journey Segments view] in the Genesys Cloud CX Resource Center.<br /> | ||
|Status=No | |Status=No | ||
}} | }} | ||
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Latest revision as of 09:46, January 19, 2022
Contents
Learn how to search for, create, edit, duplicate, and delete segments.
Prerequisites
- Configure the following permissions in Genesys Cloud CX:
- Journey > Segment >Add , Delete, Edit, View
View segments list
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.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
Edit a segment
Duplicate a segment
Delete a segment
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.