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

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m (Text replacement - "https://help.mypurecloud.com/articles/altocloud-permissions-overview" to "https://help.mypurecloud.com/articles/?p=195191")
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{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
|DisplayName=Create outcomes
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|DisplayName=View outcomes
|TocName=Create outcomes
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|TocName=View outcomes
|Context=Define business goals that you want to track and predict.
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|Context=Learn how to search for, create, edit, duplicate, and delete outcomes.
 +
 
 +
<br />
 +
|Dimension=Outcomes
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
  
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:]
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*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
 
**'''Journey '''>''' Outcome '''>'''Add ''', '''Delete''', '''Edit''', '''View'''
 
**'''Journey '''>''' Outcome '''>'''Add ''', '''Delete''', '''Edit''', '''View'''
 
|Section={{Section
 
|Section={{Section
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|sectionHeading=View outcomes list
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|anchor=ViewOutcomes
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|alignment=Horizontal
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|Media=Image
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|image=ViewOutcome.png
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|AltText=View outcomes
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|structuredtext='''Name:''' Outcome name.
 +
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'''Updated:''' Date the outcome was last modified in Predictive Engagement.
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'''Description:''' Outcome description.
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'''Active:''' Indicates whether the outcome is ready to use on your website.
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'''Options:''' Menu of options available for the outcome, such as edit, delete, and duplicate.
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|Status=No
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}}{{Section
 
|sectionHeading=Search for outcomes
 
|sectionHeading=Search for outcomes
|anchor=View
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|anchor=Search
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
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|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
|image=OutcomeCreatePEPC.png
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|image=CreateOutcomeOption.png
|structuredtext={{NoteFormat|To simplify the process of creating an outcome, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Duplicate|display text=duplicate an existing outcome.}}|2}}When creating an outcome:
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|structuredtext=To create an outcome, click '''Create outcome''' and then follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_outcomes}}.{{NoteFormat|Starting on June 14, 2021, you can no longer create more than 10 outcomes. For more information, see {{Link-Standalone|topic=ATC/outcome_limitation_change}}.|}}<br />
 
 
* Provide a descriptive name
 
* Define conditions for ''at least one'' of the following attributes:
 
 
 
**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_attributes|display text=Visitor attribute}}
 
**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions|anchor=WebSessionEvents|display text=Web event}}
 
**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Conversation_sessions|anchor=ConvoEvents|display text=Conversation event}}
 
**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Custom_sessions|anchor=CreateCustomEvents|display text=Custom event}}
 
{{NoteFormat|
 
You must specify as least one condition.|1}}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=LIMITS
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|sectionHeading=Edit an outcome
|alignment=Vertical
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|anchor=Edit
|structuredtext=Add this to the bottom of the note in Create section when LIMITS go live:
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|alignment=Horizontal
 
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|Media=Image
*For more information about the number of outcomes that you can create for your organization, see {{Link-Standalone|topic=ATC/Limits}}.
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|image=OutcomeEdit.png
 
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|structuredtext=To modify an outcome, search for it and then click the '''Edit''' menu option. Follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_outcomes}}.
<br />
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|Status=No
|Status=Yes
 
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Duplicate an outcome
 
|sectionHeading=Duplicate an outcome
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|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Edit an outcome
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|sectionHeading=Delete an outcome
|anchor=Edit
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|anchor=Delete
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
|image=OutcomeEdit.png
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|image=OutcomeDelete.png
|structuredtext=To modify an outcome, search for it and then click the '''Edit''' menu option. The outcome displays in edit mode. Modify the information as appropriate.
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|structuredtext=To delete an outcome permanently, search for the outcome, click the '''Delete''' menu option, and then confirm.{{NoteFormat|Deletion is permanent. To suspend the outcome from use temporarily, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Activate|display text=deactivate it}} instead.|1}}<br />
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Activate or deactivate an outcome
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|sectionHeading=View outcome report
|anchor=Activate
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|anchor=OutcomeReport
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
|image=OutcomeDeactivatePEPC.png
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|image=OutcomeReport.png
|structuredtext=Outcomes are active by default.  When an outcome is active, it is ready to use on your web site. To deactivate an outcome temporarily, slide the toggle to '''No'''.
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|structuredtext=To learn how well you are engaging specific segments of visitors, click the '''Outcome Reporting can be found here''' menu option.
 
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{{{!}} class="wikitable"
{{NoteFormat|To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Delete|display text=delete it}} instead.|2}}
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{{!}}+
|Status=No
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!Entity
}}{{Section
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!Description
|sectionHeading=Delete an outcome
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{{!}}-
|anchor=Delete
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{{!}}Name
|alignment=Horizontal
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{{!}}Outcome name.
|Media=Image
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{{!}}-
|image=OutcomeDelete.png
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{{!}}Action Maps
|structuredtext=To delete an outcome permanently, search for the outcome, click the '''Delete''' menu option, and then confirm.{{NoteFormat|To suspend the outcome from use temporarily, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Activate|display text=deactivate it}} instead.|2}}<br />
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{{!}}Number of action maps that have assisted in an outcome achievement.
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{{!}}-
 +
{{!}}Achieved
 +
{{!}}Number of times that the outcome was achieved.
 +
{{!}}-
 +
{{!}}Achieved w/ Action
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{{!}}Number of outcomes achieved that were associated to a web action (such as, web chat or content offer).
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{{!}}-
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{{!}}Achieved w/ Action %
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{{!}}Percent of actions that achieved the outcome (Achieved with Action / number of actions).
 +
{{!}}-
 +
{{!}}Segments
 +
{{!}}Number of segments that achieved the outcome.
 +
{{!}}-
 +
{{!}}Active
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{{!}}Indicates whether the outcome is ready to use on your web site.
 +
{{!}}-
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{{!}}Updated
 +
{{!}}Date the outcome was last modified.
 +
{{!}}}
 +
For more information about Journey Outcomes, see the [https://help.mypurecloud.com/articles/?p=238681 Journey Outcomes view] in the Genesys Cloud CX Resource Center.
 +
<br />
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 09:47, January 19, 2022

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


Prerequisites

View outcomes list

View outcomes

Name: Outcome name.

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

Description: Outcome description.

Active: Indicates whether the outcome is ready to use on your website.

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

Search for outcomes

Type one or more characters (not case-sensitive) for which to search. As you type, only the outcomes 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 an outcome

To create an outcome, click Create outcome and then follow the instructions in Manage outcomes.
Important
Starting on June 14, 2021, you can no longer create more than 10 outcomes. For more information, see Outcome limitation change.

Edit an outcome

To modify an outcome, search for it and then click the Edit menu option. Follow the instructions in Manage outcomes.

Duplicate an outcome

To simplify the process of creating an outcome, you can duplicate an existing outcome. Search for the outcome to duplicate and then click the Duplicate menu option. The duplicate outcome displays in edit mode. Specify a new name for the duplicate outcome and then modify the remaining information as appropriate.
Important
Genesys Predictive Engagement scores the new outcome independently from the original outcome based on visit data gathered after you save and activate the new outcome. If you edit any of the conditions for the outcome, click the checkmark for each changed condition before you save the outcome.

Delete an outcome

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

View outcome report

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

Entity Description
Name Outcome name.
Action Maps Number of action maps that have assisted in an outcome achievement.
Achieved Number of times that the outcome was achieved.
Achieved w/ Action Number of outcomes achieved that were associated to a web action (such as, web chat or content offer).
Achieved w/ Action % Percent of actions that achieved the outcome (Achieved with Action / number of actions).
Segments Number of segments that achieved the outcome.
Active Indicates whether the outcome is ready to use on your web site.
Updated Date the outcome was last modified.

For more information about Journey Outcomes, see the Journey Outcomes view in the Genesys Cloud CX Resource Center.


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