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

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|Standalone=No
 
|Standalone=No
 
|DisplayName=Trigger an action map
 
|DisplayName=Trigger an action map
|TocName=Trigger
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|TocName=Trigger an action map
|Context=Learn how to define the condition that causes {{MINTYDOCSPRODUCT}} to offer an action map to a particular user.
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|Context=Learn how to define a condition that causes {{MINTYDOCSPRODUCT}} to offer an action map to a particular visitor.
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
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**'''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)
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=Deploy the {{MINTYDOCSPRODUCT}} tracking snippet}} on the website you want to track. This enables you to trigger the action map based on event conditions.
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=Deploy the {{MINTYDOCSPRODUCT}} tracking snippet}} on the website that you want to track (to trigger the action map based on event conditions)
*To trigger an action map based on other events, use {{Link-AnywhereElse|product=ATC|version=Current|manual=SDK|topic=Record|display text=ac('record')}} to send {{MINTYDOCSPRODUCT}} data about events you want to track.
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*To trigger an action map based on other events, use {{Link-AnywhereElse|product=ATC|version=Current|manual=SDK|topic=Record|display text=ac('record')}} to send {{MINTYDOCSPRODUCT}} data about events that you want to track.
 
*{{#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}}.
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|anchor=AboutTriggers
 
|anchor=AboutTriggers
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=When you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|anchor=Create|display text=create an action map}}, you specify the conditions, or triggers, that will make it {{GlossaryTooltip|term=qualified}} for a user. Possible triggers include:
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|structuredtext=When you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|anchor=Create|display text=create an action map}}, you specify the conditions, or triggers, that make it {{GlossaryTooltip|term=qualified}} for a visitor. Possible triggers include:
  
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#SegmentMatch|display text=When {{MINTYDOCSPRODUCT}} matches a user to a segment}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#SegmentMatch|display text=When {{MINTYDOCSPRODUCT}} matches a visitor to a segment}}
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#VisitorActivity|display text=When the user does something specific on your website}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#VisitorActivity|display text=When the visitor does something specific on your website}}
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_probabilities|anchor=TriggerOnlyOutcomeProbability|display text=The probability that the user will achieve a given business outcome}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_probabilities|anchor=TriggerOnlyOutcomeProbability|display text=The probability that the visitor will achieve a given business outcome}}
  
If multiple action maps are qualified, the priority of each action map determines which one is offered to the user. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Prioritize}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions_and_action_maps}}.
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If multiple action maps are qualified, the priority of each action map determines which one {{MintyDocsProduct}} offers to the visitor. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Prioritize}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions_and_action_maps}}.
  
 
A customer cannot qualify for the same action map multiple times in a single {{GlossaryTooltip|term=session}}.
 
A customer cannot qualify for the same action map multiple times in a single {{GlossaryTooltip|term=session}}.
 
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|FAQHeading=Can a visitor qualify for an action map more than once within a single session?
<br />
 
|FAQHeading=Can a user qualify for an action map more than once within a single session?
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=SegmentMatch2.gif
 
|image=SegmentMatch2.gif
|structuredtext=If you select multiple segments, the action map triggers when a customer matches any of them.
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|structuredtext=If you select multiple segments, the action map triggers when a visitor matches any of them.
  
To trigger an action map based on one or more segments, you may also trigger it based on an outcome probability, but you cannot trigger it based on a user's activity.
+
To trigger an action map based on one or more segments, you can also trigger it based on an outcome probability, but you cannot trigger it based on a visitor's activity. Search for the segment by name or description.
 
 
#Under '''Select trigger''', click '''Segment match'''.
 
#Click '''Show details'''.
 
#Click '''Select segments.'''
 
#Search for segments by name or description.
 
#Select as many segments as you need.
 
#Click '''Done'''.
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Trigger based on user activity
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|sectionHeading=Trigger based on visitor activity
 
|anchor=VisitorActivity
 
|anchor=VisitorActivity
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=To trigger an action map based on a user's activity, you can select one or more visitor journey attributes, which represent the specific events that occur.
+
|structuredtext=To trigger an action map based on a visitor's activity, you can select one or more visitor journey attributes, which represent the specific events that occur.
 
 
To do this, you must first {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=deploy the {{MINTYDOCSPRODUCT}} tracking snippet}} on the website you want to track. This allows you to track standard {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions|anchor=WebSessionEvents|display text=web events}}. To trigger an action map based on other events, use {{Link-SomewhereInThisVersion|manual=SDK|topic=Record|display text=ac('record')}} to send {{MINTYDOCSPRODUCT}} data about events you want to track.
 
  
If you specify multiple visitor journey attributes, then the action map triggers when a customer matches '''all''' of them. {{MINTYDOCSPRODUCT}} evaluates the attributes in the order in which you define them.
+
First {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=deploy the {{MINTYDOCSPRODUCT}} tracking snippet}} on the website to track. This snippet allows you to track standard {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions|anchor=WebSessionEvents|display text=web events}}. To trigger an action map based on other events, use {{Link-SomewhereInThisVersion|manual=SDK|topic=Record|display text=ac('record')}} to send {{MINTYDOCSPRODUCT}} data about events that you want to track.
  
If you want to trigger an action map based on a visitor journey attribute, you cannot trigger the action map based on a segment or an outcome probability.
+
If you specify multiple visitor journey attributes, the action map triggers when a visitor matches '''all''' the attributes. {{MINTYDOCSPRODUCT}} evaluates the attributes in the order that you define them.
  
#Under '''Select trigger,''' click '''User activity'''.
+
To trigger an action map based on a visitor journey attribute, you cannot trigger the action map based on a segment or an outcome probability. Select the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AttributesJourney|display text=visitor journey attribute}} and then complete the attribute definition using one of the supported {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Operators|display text=operators}}.
#Click '''Show details'''.
 
#Under '''Visitor journey''', Web is automatically selected as the session type.
 
#In the '''Event details''' list, select the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AttributesJourney|display text=visitor journey attribute}} you want, and then click '''add details''' to complete the attribute definition using one of the supported {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Operators|display text=operators}}.
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|anchor=OutcomeProbability
 
|anchor=OutcomeProbability
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=You can trigger an action map based on the probability that a user will achieve a given business outcome, based on the behavior of users who have previously achieved that outcome.
+
|structuredtext=You can trigger an action map based on the probability that a visitor will achieve a given business outcome, based on the behavior of visitors who achieved that outcome previously.
  
If you want to trigger an action map based on an outcome probability, you may also trigger it based on a user's segment/s, but you cannot trigger it based on a user's activity (event condition).
+
To trigger an action map based on an outcome probability, you can also trigger it based on a visitor's segments, but you cannot trigger it based on a visitor's activity (event condition).
  
For information on how to define outcome probabilities, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_outcomes}}.
+
For more information about how to define outcome probabilities, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_outcomes}}.
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 17:11, October 30, 2020

Learn how to define a condition that causes Genesys Predictive Engagement to offer an action map to a particular visitor.

Prerequisites

About triggering action maps

When you create an action map, you specify the conditions, or triggers, that make itNo results for a visitor. Possible triggers include:

If multiple action maps are qualified, the priority of each action map determines which one Genesys Predictive Engagement offers to the visitor. For more information, see Prioritize an action map and [[ATC/Current/AdminGuide/About_actions_and_action_maps|]].

A customer cannot qualify for the same action map multiple times in a singleNo results.

Trigger based on segment match

If you select multiple segments, the action map triggers when a visitor matches any of them.

To trigger an action map based on one or more segments, you can also trigger it based on an outcome probability, but you cannot trigger it based on a visitor's activity. Search for the segment by name or description.

Trigger based on visitor activity

To trigger an action map based on a visitor's activity, you can select one or more visitor journey attributes, which represent the specific events that occur.

First deploy the Genesys Predictive Engagement tracking snippet on the website to track. This snippet allows you to track standard web events. To trigger an action map based on other events, use ac('record') to send Genesys Predictive Engagement data about events that you want to track.

If you specify multiple visitor journey attributes, the action map triggers when a visitor matches all the attributes. Genesys Predictive Engagement evaluates the attributes in the order that you define them.

To trigger an action map based on a visitor journey attribute, you cannot trigger the action map based on a segment or an outcome probability. Select the visitor journey attribute and then complete the attribute definition using one of the supported operators.

Trigger based on outcome probability

You can trigger an action map based on the probability that a visitor will achieve a given business outcome, based on the behavior of visitors who achieved that outcome previously.

To trigger an action map based on an outcome probability, you can also trigger it based on a visitor's segments, but you cannot trigger it based on a visitor's activity (event condition).

For more information about how to define outcome probabilities, see About outcome predictions and probabilities.

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