Difference between revisions of "ATC/Current/AdminGuide/Action maps"

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|DisplayName=Build action maps
 
|DisplayName=Build action maps
 
|Platform=PureEngage, PureConnect, PureCloud
 
|Platform=PureEngage, PureConnect, PureCloud
|TocName=Build action maps
+
|TocName=Build
 
|ComingSoon=No
 
|ComingSoon=No
|Context=Build and maintain action maps.
+
|Context=Review all the steps involved in building action maps.
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
 
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
 
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
Line 12: Line 12:
 
* {{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}.
 
* {{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}.
 
* {{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}.
 
* {{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}.
 +
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_engagements|display text=Create user engagements}}.
 
|Section={{Section
 
|Section={{Section
|sectionHeading=What would you like to do?
+
|sectionHeading=Overview
 
|Type=Structured
 
|Type=Structured
|alignment=Vertical
+
|anchor=Overview
|gif=No
 
|structuredtext=* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Engagement|display text=Learn what action maps are and the best practices for designing them}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#View|display text=View your action maps}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Create|display text=Create an action map}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#AboutTriggers|display text=Read how you can trigger the action map}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#SegmentMatch|display text=Trigger based on segment match}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#VisitorActivity|display text=Trigger based on user activity}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_probabilities|anchor=TriggerOnlyOutcomeProbability|display text=Trigger based on outcome probability}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#CustomerEngagement|display text=Configure user engagement}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#TriggerOutcome|display text=Configure outcome probability}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Pages|display text=Apply the action map to selected pages}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Route|display text=Route to a target}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Priority|display text=Set the priority}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Duplicate|display text=Duplicate an action map}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Edit|display text=Edit an action map}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Activate|display text=Activate or inactivate an action map}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Delete|display text=Delete an action map}}
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=View your action maps
 
|Type=Structured
 
|anchor=View
 
|alignment=Horizontal
 
|image=ActionMapsViewPEPC.png
 
|gif=No
 
|structuredtext=To view your action maps:
 
# Click '''Admin'''.
 
# Under '''Altocloud''', click '''Action Maps'''.
 
# To search for an action map, start typing its name in the '''Search''' box. Search is case-insensitive.
 
# To sort the list, click the '''Ascending'''/'''Descending''' buttons in '''Name''' or '''Date''' column headings.
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Create an action map
 
|Type=Structured
 
|anchor=Create
 
 
|alignment=Horizontal
 
|alignment=Horizontal
|image=ActionMapsCreatePEPC.png
+
|image=ActionMaps.png
 
|gif=No
 
|gif=No
|structuredtext={{NoteFormat|To simplify the process of creating an action map, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Duplicate|display text=duplicate }} an existing action map.|2}}
+
|structuredtext=# Click '''Admin''' <nowiki> > </nowiki> '''Altocloud''' <nowiki> > </nowiki>'''Action Maps'''.
To create an action map:
 
# Click '''Admin'''.
 
# Under '''Altocloud''', click '''Action Maps'''.
 
 
# Click '''Create action map'''.
 
# Click '''Create action map'''.
# In the '''Name''' box, give the action map a descriptive name.
+
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Create|display text=Create an action map.}}
# Select what triggers the action map:
+
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#AboutTriggers|display text=Trigger the action map based on:}}
#* [[#SegmentMatch|Trigger based on segment match.]]
+
#* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#SegmentMatch|display text=Segment match}}
#* [[#VisitorActivity|Trigger based on user activity.]]
+
#* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#VisitorActivity|display text=User activity}}
# [[#CustomerEngagement|Define how {{MINTYDOCSPRODUCT}} should engage the customer.]]
+
#* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_probabilities|anchor=TriggerOnlyOutcomeProbability|display text=Outcome probability}}
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#TriggerOutcome|display text=Configure the outcome probability.}}
+
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Engage|display text=Configure user engagement.}}
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Pages|display text=Apply the action map to specific web pages.}}
+
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_probabilities|display text=Configure outcome probabilities.}}
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Route|display text=Route the action map to a target.}}
+
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|display text=Apply the action map to specific web pages.}}
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Priority|display text=Set the priority.}}
+
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Route|display text=Route the action map to a target.}}
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Activate|display text=Activate or inactivate the action map.}}
+
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Prioritize|display text=Prioritize the action map.}}
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=About triggering action maps
 
|Type=Structured
 
|anchor=AboutTriggers
 
|alignment=Vertical
 
|gif=No
 
|structuredtext=To configure when an action map engages a user, specify what triggers it:
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#SegmentMatch|display text=When {{MINTYDOCSPRODUCT}} matches a user to a segment}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#VisitorActivity|display text=When the user does something specific on your website}}
 
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_probabilities|anchor=TriggerOnlyOutcomeProbability|display text=Trigger based on outcome probability}}
 
 
 
When a customer visits your website, there may be several action maps that could engage the user. To determine which action map should trigger, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Priority|display text=set the priority of each action map.}}
 
 
 
{{NoteFormat|An action map can trigger only one time per user {{GlossaryTooltip|term=session}}.}}
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Trigger based on segment match
 
|Type=Structured
 
|anchor=SegmentMatch
 
|alignment=Horizontal
 
|image=SegmentMatch2.gif
 
|gif=Yes
 
|structuredtext=To trigger the action map based on the segment that the customer belongs to:
 
# Under '''Select trigger''', click '''Segment match'''.
 
# Click '''Show details'''.
 
# Click '''Select segments.'''<br />
 
# Search for segments by name or description.
 
# Select as many segments as you need.
 
# Click '''Done'''.
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Trigger based on user activity
 
|Type=Structured
 
|anchor=VisitorActivity
 
|alignment=Horizontal
 
|image=CustomerActivity.gif
 
|gif=Yes
 
|structuredtext=To trigger the action map based on what the user does:
 
# Under '''Select trigger,''' click '''User activity'''.
 
# Click '''Show details'''.
 
# Under '''Set conditions''', define the customer behavior you want to track. Use a combination of {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=VisitorAttsJourney|display text=conditions and operators.}}<br />
 
{{NoteFormat|Specify as many conditions as you want. {{MINTYDOCSPRODUCT}} evaluates them in the order in which you define them.|1}}
 
====Example: trigger the action map based on a number of page views====
 
To trigger an action map when a visitor views a web page a certain number of times, create conditions as shown in the following example.
 
 
 
[[File:TriggerUserActivityEx1.png]]
 
|fullwidth=Yes
 
|Status=No
 
}}{{Section
 
|sectionHeading=Configure user engagement
 
|Type=Structured
 
|anchor=CustomerEngagement
 
|alignment=Horizontal
 
|image=ConfigUserEngagement.png
 
|gif=No
 
|structuredtext=Select how and when the action map interacts with a customer:<br />
 
# Under''' Configure user engagement''', click '''Configure'''.
 
# '''Webchat''' is automatically selected.
 
# Select when the engagement begins.
 
#* Immediately
 
#* After the visitor leaves and returns to the site
 
#* After a delay (in seconds or minutes). <br />'''Note: '''{{MINTYDOCSPRODUCT}} tracks the delay for the duration of the user's {{GlossaryTooltip|term=session}}. Suppose you set a delay on an action map for 10 seconds. If a user qualifies for the action map but navigates to a different web page in five seconds, the action map does not trigger. However, if the user navigates back to the original web page at any time during their current session, the action map triggers immediately.
 
# Configure when the action map should trigger. To keep the action map triggering indefinitely, do not specify an end date. Remember, you can always {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Activate|display text=inactivate the action map}} to temporarily prevent it from triggering.
 
# Click '''Next: Chat offer'''.
 
# {{#mintydocs_link:topic=Chat_offers|link text=Design the chat offer.}}
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Configure outcome probability
 
|Type=Structured
 
|anchor=TriggerOutcome
 
|alignment=Horizontal
 
|image=ConfigureOutcome.png
 
|gif=No
 
|structuredtext=To configure outcome probability:
 
# Under '''Configure outcome probability''', select the outcome.
 
# Use the sliders to configure the outcome probability. For more information, see {{#mintydocs_link:manual=AdminGuide|topic=Outcome_probabilities|link text=Outcome probabilities.}}
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Apply to selected pages
 
|Type=Structured
 
|anchor=Pages
 
|alignment=Horizontal
 
|image=URLconditions.png
 
|gif=No
 
|structuredtext=To apply the action map to a web page:
 
# Click '''Add page'''.
 
# Use the fields to build an expression that tells {{MINTYDOCSPRODUCT}} the web pages where the action map triggers. For information on the available operators, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#URLConditionsOperators|display text=Operators for URL conditions.}}
 
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#ORConditions|display text=Specify OR conditions.}}<br />
 
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#ANDConditions|display text=Specify AND conditions.}}<br />
 
|fullwidth=Yes
 
|Status=No
 
}}{{Section
 
|sectionHeading=Specify OR conditions
 
|Type=Structured
 
|anchor=ORConditions
 
|alignment=Horizontal
 
|image=URLORCondition3.gif
 
|gif=Yes
 
|structuredtext=You can add as many OR conditions as you need for each operator.
 
 
 
{{NoteFormat|If you use an "OR" condition, the action map triggers if either of the conditions is true.}}
 
# To add an "OR" condition, click '''Add''' and build the expression. For information on the available operators, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#URLConditionsOperators|display text=Operators for URL conditions.}} If you cannot click '''Add''', adjust your expression and try again.
 
# To remove an "OR" condition, click '''Remove'''.
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Specify AND conditions
 
|Type=Structured
 
|anchor=ANDConditions
 
|alignment=Horizontal
 
|image=URLANDcondition.gif
 
|gif=Yes
 
|structuredtext=You can add as many AND conditions as you need for each operator.{{NoteFormat|If you use an "AND" condition, the action map triggers only if both conditions is true.}}
 
# To add an "AND" condition, click '''Add''' and build the expression you want. For information on the available operators, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#URLConditionsOperators|display text=Operators for URL conditions.}} If you cannot click '''Add''', adjust your expression and try again.
 
# To remove an "AND" condition, click '''Remove'''.
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=AI-23 changes
 
|Type=Structured
 
|gif=No
 
|structuredtext=asdasdfasdasdf
 
|fullwidth=No
 
|Status=Yes
 
}}{{Section
 
|sectionHeading=Operators for URL conditions
 
|Type=Structured
 
|anchor=URLConditionsOperators
 
|alignment=Vertical
 
|gif=No
 
|structuredtext={{{!}} class="wikitable" style="width: 860.684px;"
 
{{!}}-
 
{{!}} style="width: 71px;"{{!}}'''Operator'''
 
{{!}} style="width: 252px;"{{!}}'''Matches'''
 
{{!}} style="width: 330.684px;"{{!}}'''Description'''
 
{{!}} style="width: 330.684px;"{{!}}'''Notes'''
 
{{!}}-
 
{{!}} style="width: 71px;"{{!}}equals
 
 
 
 
 
not equals
 
 
 
 
 
 
 
 
 
{{!}} style="width: 252px;"{{!}}a full URL only
 
{{!}} style="width: 330.684px;"{{!}}The action map triggers only when the visitor is on a website page with a URL that exactly matches all of the characters you define.
 
{{!}} style="width: 330.684px;"{{!}}If you define an '''equals''' condition you cannot define any other AND conditions.
 
 
 
 
 
'''Correct''': equals abc.com OR def.com OR xyz.com
 
 
 
 
 
'''Incorrect''': equals abc.com AND equals xyz.com
 
 
 
 
 
{{!}}-
 
{{!}} style="width: 71px;"{{!}}like
 
 
 
 
 
not like
 
 
 
 
 
{{!}} style="width: 252px;"{{!}}a "substring match"
 
{{!}} style="width: 330.684px;"{{!}}The action map triggers only when the visitor is on a website page with a URL that contains some of the characters you define.
 
 
 
 
 
This is useful when you want to target a unique query string parameter that appears in multiple URLs.
 
{{!}} style="width: 330.684px;"{{!}}You can build conditions containing multiple'''like''' and '''not like '''operators.
 
 
 
 
 
'''Correct''': Like insurance AND Like auto OR home OR health
 
 
 
 
 
{{!}}-
 
{{!}} style="width: 71px;"{{!}}starts with
 
 
 
 
 
ends with
 
 
 
 
 
{{!}} style="width: 252px;"{{!}}identical characters starting from the beginning of the string up to and including the last character in the string you specify
 
{{!}} style="width: 330.684px;"{{!}}Use the StartsWith match type when your URLs are generally unvarying but can include query string parameters at the end that you want to exclude.
 
 
 
 
 
For example, you can target shopping cart pages that use /thankyou.html at the end of their URLs.
 
 
 
 
 
{{!}} style="width: 330.684px;"{{!}}You can have one '''starts with''' or one '''ends with''' operator per condition.
 
 
 
 
 
'''Correct''': Starts with abc.com OR xyz.com AND Like keyword1 or keyword2
 
 
 
 
 
'''Incorrect''': Starts with abc.com OR xyz.com AND Starts with abc.com OR xyz.com
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
{{!}}}
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Route to a target
 
|Type=Structured
 
|anchor=Route
 
|alignment=Horizontal
 
|image=RouteToTeamEWT.png
 
|gif=No
 
|structuredtext=To route engagements to a target:
 
# From the '''Search team''' list, click the team of agents that should address engagements from this action map. Each team corresponds to a target, or queue, in your contact center. You can select any queue that is currently available in your contact center organization. Queues that have been deleted or removed from your contact center do not appear in the list. For more information on creating queues in PureCloud, see [https://help.mypurecloud.com/articles/queues/ Queue administration.]
 
# To ensure that {{MINTYDOCSPRODUCT}} presents the engagement '''only''' if agents are available to engage with the customer, turn on the '''Route if agents available''' button.
 
 
 
{{NoteFormat|
 
* Only available queues targets appear
 
* If you do not select a target, {{MINTYDOCSPRODUCT}} sends all engagements from this action map to a default or general queue.
 
* If you do not turn on the '''Route if agents available''' button, {{MINTYDOCSPRODUCT}} sends the engagement to the team you select regardless of whether an agent on the team is available or not.
 
 
* If a target that you previously selected becomes unavailable, {{MINTYDOCSPRODUCT}} prompts you to select a new one.|1}}
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Updates for WebChat Widgets from Jody
 
|Type=Structured
 
|alignment=Vertical
 
|gif=No
 
|structuredtext=To define the generic queue in PureCloud, configure it as part of your widget configuration. For more information, see<meta charset="utf-8"><a href="https://developer.mypurecloud.com/api/webchat/widget-version2.html" target="_blank" rel="noopener noreferrer">https://developer.mypurecloud.com/api/webchat/widget-version2.html</a>
 
|fullwidth=No
 
|Status=Yes
 
}}{{Section
 
|sectionHeading=Set the priority
 
|FAQHeading=How does priority affect when an action map triggers?
 
|Type=Structured
 
|anchor=Priority
 
|alignment=Horizontal
 
|image=SetPriorityPEPC.png
 
|gif=No
 
|structuredtext={{MINTYDOCSPRODUCT}} triggers only one action map at a time for a given segment. If two action maps of the same type target the same segment at the same time, then the priority determines which action map is triggered. In addition:
 
* If multiple action maps target the same segment at the same time, and they have the same priority, then {{MINTYDOCSPRODUCT}} displays each action map a set percentage of the time. For example, if two action maps exist, then {{MINTYDOCSPRODUCT}} displays each one 50% of the time. If three action maps exist, then {{MINTYDOCSPRODUCT}} displays each one 33% of the time.
 
 
 
* If a user ignores an invitation to chat, but then goes to a web page for which a higher priority action map is set to trigger, {{MINTYDOCSPRODUCT}} serves the user the invitation to engage.
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Duplicate an action map
 
|Type=Structured
 
|anchor=Duplicate
 
|alignment=Horizontal
 
|image=ActionMapsDuplicate.png
 
|gif=No
 
|structuredtext=To simplify the process of creating a new action map, duplicate an existing action map:
 
# Click '''Admin'''.
 
# Under '''Altocloud''', click''' Action Maps'''.
 
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#View|display text=Search for the action map}} you want.
 
# Under options, click '''Duplicate'''.
 
# Update the action map name.
 
# Make any other changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Create|display text=Create an action map.}}<br />
 
# Click''' Save and close'''.
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Edit an action map
 
|Type=Structured
 
|anchor=Edit
 
|alignment=Horizontal
 
|image=ActionMapsEdit.png
 
|gif=No
 
|structuredtext=To edit an action map:
 
# Click '''Admin'''.
 
# Under '''Altocloud''', click''' Action Maps'''.
 
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#View|display text=Search for the action map}} you want.
 
# Under options, click '''Edit'''.
 
# Make any necessary changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#Create|display text=Create an action map.}}<br />
 
# Click''' Save and close'''.
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Activate or inactivate an action map
 
|Type=Structured
 
|anchor=Activate
 
|alignment=Horizontal
 
|image=ActivePEPC.png
 
|gif=No
 
|structuredtext=When you create an action map, it is automatically activated. This means it is ready to trigger immediately on your site. [[File:ActiveToggle.png]]
 
 
 
To determine whether the action map triggers, use the '''Active''' switch which appears at the bottom of the page when you create or edit an action map.  
 
 
 
To activate or inactivate an action map from the main Action Maps page:
 
# Click '''Admin'''.
 
# Under '''Altocloud''', click '''Action Maps'''.
 
# Click the '''Active''' button for the action map so it is either '''On''' or '''Off'''.
 
 
 
{{NoteFormat|To permanently remove the action map, [[#Delete|delete it]] instead.|2}}
 
|fullwidth=No
 
|Status=No
 
}}{{Section
 
|sectionHeading=Delete an action map
 
|Type=Structured
 
|anchor=Delete
 
|alignment=Horizontal
 
|image=DeletePEPC.png
 
|gif=No
 
|structuredtext={{NoteFormat|Deletion is permanent. To temporarily suspend the action map from triggering, [[#Activate|inactivate it]] instead.|2}}
 
To delete an action map:
 
# Click '''Admin'''.
 
# Under '''Altocloud''', click Action Maps.
 
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#View|display text=Search for the action map}} you want.
 
# Under options, click '''Delete'''.<br />
 
# Click '''Yes'''.
 
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 18:45, October 10, 2019

Contents

Review all the steps involved in building action maps.

Prerequisites

Overview

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