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

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{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
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|DisplayName=Maintain action maps
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|DisplayName=View action maps
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|TocName=Maintain
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|TocName=View action maps
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|Context=Learn how to search for, duplicate, edit, and delete action maps.
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|Context=Learn how to search for, create, edit, duplicate, and delete action maps.
 +
|Dimension=ActionMaps
 
|ComingSoon=No
 
|ComingSoon=No
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|Platform=GenesysEngage-onpremises, PureConnect, PureCloud
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|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
  
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*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
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*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
 
**'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' (to create action maps)
 
**'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' (to create action maps)
 
**'''Journey '''>''' Action Target '''> '''View''' (to select a team to handle interactions from the action map)
 
**'''Journey '''>''' Action Target '''> '''View''' (to select a team to handle interactions from the action map)
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*{{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}.
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments|display text=Create segments}}.
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*{{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}.
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_outcomes|display text=Create outcomes}}.
 
|Section={{Section
 
|Section={{Section
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|sectionHeading=Search for and view action maps
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|sectionHeading=View action maps list
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|anchor=View
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|anchor=ViewActionMaps
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|alignment=Horizontal
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|Media=Image
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|image=ViewActionMaps.png
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|AltText=View action maps
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|structuredtext='''Name:''' Action map name.
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'''Updated:''' Date the action map was last modified in Predictive Engagement.
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'''Type:''' Type of web action associated to the action map, such as web chat or content offer.
 +
 
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'''Active:''' Indicates whether the action map is active and ready to trigger on your website.
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'''Options:''' Menu of options available for the action map, such as edit, delete, and duplicate.
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|Status=No
 +
}}{{Section
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|sectionHeading=Search for an action map
 +
|anchor=Search
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
 
|image=ActionMapsViewPEPC.png
 
|image=ActionMapsViewPEPC.png
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|structuredtext=#Click '''Admin'''.
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|structuredtext=Type one or more characters (not case-sensitive) for which to search. As you type, only the action maps that match your criteria appear in the list.
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#Under '''Altocloud''', click '''Action Maps'''.
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−
#To search for an action map, start typing its name in the '''Search''' box. Search is case-insensitive.
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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.
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#To sort the list, click the '''Ascending'''/'''Descending''' buttons in '''Name''' or '''Date''' column headings.
 
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|structuredtextwide=
 
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|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|sectionHeading=Duplicate an action map
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|sectionHeading=Create an action map
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|anchor=Duplicate
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|anchor=CreateActionMap
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
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|image=ActionMapsDuplicate.png
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|image=CreateActionMapsOption.png
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|structuredtext=To simplify the process of {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|anchor=Create|display text=creating an action map}}, duplicate an existing one:
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|structuredtext=To create an action map, click '''Create action map''' and then follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps}}.
−
 
 
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#Click '''Admin'''.
 
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#Under '''Altocloud''', click''' Action Maps'''.
 
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#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Maintain#View|display text=Search for the action map}} you want.
 
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#Under options, click '''Duplicate'''.
 
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#Update the action map name.
 
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#Make any other changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=About action maps.}}<br />
 
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#Click''' Save and close'''.
 
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|structuredtextwide=
 
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|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=ActionMapsEdit.png
 
|image=ActionMapsEdit.png
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|structuredtext=To edit an action map:
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|structuredtext=To modify an action map, search for it and then click the '''Edit''' menu option. Follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps}}.
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|Status=No
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#Click '''Admin'''.
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}}{{Section
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#Under '''Altocloud''', click''' Action Maps'''.
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|sectionHeading=Duplicate an action map
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#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Maintain#View|display text=Search for the action map}} you want.
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|anchor=Duplicate
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#Under options, click '''Edit'''.
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|alignment=Horizontal
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#Make any necessary changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Create|display text=Create an action map.}}<br />
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|Media=Image
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#Click''' Save and close'''.
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|image=ActionMapsDuplicate.png
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|structuredtextwide=
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|structuredtext=To simplify the process of creating an action map, duplicate an existing one. Search for the action map to duplicate and then click the '''Duplicate''' menu option. The duplicate action map displays in edit mode. Specify a new name for the duplicate action map and then modify the remaining information as appropriate.
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|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=DeletePEPC.png
 
|image=DeletePEPC.png
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|structuredtext={{NoteFormat|Deletion is permanent. To temporarily suspend the action map from triggering, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Activate_inactivate|display text=inactivate it.}}}}
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|structuredtext=To delete an action map permanently, search for the outcome, click the '''Delete''' menu option, and then confirm.{{NoteFormat|Deletion is permanent. To suspend the action map from triggering, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Maintain|anchor=ChangeStatus|display text=change its status to inactive}}.|1}}
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To delete an action map:
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|Status=No
−
 
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}}{{Section
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#Click '''Admin'''.
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|sectionHeading=Change the status of an action map
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#Under '''Altocloud''', click Action Maps.
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|anchor=ChangeStatus
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#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Maintain#View|display text=Search for the action map}} you want.
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|alignment=Horizontal
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#Under options, click '''Delete'''.<br />
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|Media=Image
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#Click '''Yes'''.
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|image=ActivePEPC.png
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|structuredtextwide=
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|structuredtext=When you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=create an action map}}, it is active and ready to trigger on your site immediately. To prevent an action map from triggering, slide the toggle to '''No'''. The toggle is also available when you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|anchor=Create|display text=create}} or {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Maintain|anchor=Edit|display text=edit}} an action map.
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|FAQHeading=
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|Status=No
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}}{{Section
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|sectionHeading=View action map report
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|anchor=JourneyActionMapsSummaryView
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|alignment=Vertical
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|structuredtext=To learn how visitors interacted with a specific action map and whether the outcome of the action map was achieved, see the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Blocked_actions}}. For more information about action maps view, see [https://help.mypurecloud.com/articles/?p=238676 Journey Action Maps view] in the Genesys Cloud CX Resource Center.
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 10:39, January 21, 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 action maps.

Prerequisites

View action maps list

View action maps

Name: Action map name.

Updated: Date the action map was last modified in Predictive Engagement.

Type: Type of web action associated to the action map, such as web chat or content offer.

Active: Indicates whether the action map is active and ready to trigger on your website.

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

Search for an action map

Type one or more characters (not case-sensitive) for which to search. As you type, only the action maps 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 action map

To create an action map, click Create action map and then follow the instructions in Create an action map.

Edit an action map

To modify an action map, search for it and then click the Edit menu option. Follow the instructions in Create an action map.

Duplicate an action map

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

Delete an action map

To delete an action map permanently, search for the outcome, click the Delete menu option, and then confirm.
Important
Deletion is permanent. To suspend the action map from triggering, change its status to inactive.

Change the status of an action map

When you create an action map, it is active and ready to trigger on your site immediately. To prevent an action map from triggering, slide the toggle to No. The toggle is also available when you create or edit an action map.

View action map report

To learn how visitors interacted with a specific action map and whether the outcome of the action map was achieved, see the Action maps report. For more information about action maps view, see Journey Action Maps view in the Genesys Cloud CX Resource Center.

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