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

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|structuredtext=Specify whether to create a session or customer segment. A session segment expires when the single session ends. A customer segment persists across sessions.
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|structuredtext=To modify a segment, search for it and then click the '''Edit''' menu option. The segment displays in edit mode. Modify the information as appropriate.
 
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|sectionHeading=Create a segment
 
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|structuredtext={{NoteFormat|To simplify the process of creating a segment, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=duplicate an existing segment.}}|2}}When creating a segment:
 
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*Provide a descriptive name
 
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*Define conditions for ''at least one'' of the following attributes:
 
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**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AttributesVisitor|display text=Visitor attribute}}
 
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**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AttributesJourney|display text=Visitor journey 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}}, or {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Custom_sessions|anchor=CreateCustomEvents|display text=custom event}})
 
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*Select a display color for the segment.
 
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The segment is {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ActivateSegment|display text=active}} by default.  For session segments only, the segment {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DisplayAgents|display text=displays to agents}} by default. You cannot display ''customer'' segments to agents.{{NoteFormat| 
 
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*You must specify at least one condition.
 
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*If you specify multiple conditions, the segment matches a user only when all the conditions match.
 
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|sectionHeading=Limits (AI-23)
 
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|structuredtext=Add this to the note when Limits go live for AI-23:
 
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*For more information about the number of segments that you can create for your organization, see {{Link-Standalone|topic=ATC/Limits}}.
 
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|structuredtext=To simplify the process of creating a segment, you can duplicate an existing segment. Search for the segment to duplicate and then click the '''Duplicate''' menu option. The duplicate segment displays in edit mode. Specify a new name for the duplicate segment and then modify the remaining information as appropriate.
 
|structuredtext=To simplify the process of creating a segment, you can duplicate an existing segment. Search for the segment to duplicate and then click the '''Duplicate''' menu option. The duplicate segment displays in edit mode. Specify a new name for the duplicate segment and then modify the remaining information as appropriate.
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|structuredtext=To modify a segment, search for it and then click the '''Edit''' menu option. The segment displays in edit mode. Modify the information as appropriate.
 
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|sectionHeading=Display to agent
 
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|anchor=DisplayAgents
 
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|image=DisplayAgentFull.png
 
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|structuredtext=Agents can see when {{MINTYDOCSPRODUCT}} matches visitors to a segment. However, not all segments are relevant to all agents. For example, a segment that matches based on a visitor's search for a specific product that an agent does not support. Or, a segment that matches based on sensitive personal data or data that an agent should not see because of privacy restrictions.
 
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For session segments only, the segment displays to agents by default. To prevent agents from seeing a segment, slide the toggle to '''No'''.{{NoteFormat|Segments that don't display to agents appear in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Live_Now|display text=Live Now}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Analytics_data|display text=reports}}. The segments can also {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|display text=trigger action maps}}. These segments remain in a customer's record.|}}
 
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|sectionHeading=Activate or deactivate a segment
 
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|anchor=ActivateSegment
 
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|Media=Image
 
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|image=SegmentDeactivatePEPC.png
 
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|structuredtext=Segments are active by default.  When a segment is active, it is ready to match visitors on your web site. To deactivate a segment temporarily from matching, slide the toggle to '''No'''.
 
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{{NoteFormat|To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DeleteSegment|display text=delete it.}}|2}}
 
 
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Revision as of 16:01, November 20, 2020

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

Learn how to create segments that identify and classify customers based on their shared behavior and characteristics.

Feature coming soon: Customer segments


Prerequisites

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.

Edit a segment

To modify a segment, search for it and then click the Edit menu option. The segment displays in edit mode. Modify the information as appropriate.

Duplicate a segment

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

Delete a segment

To delete a segment permanently, search for the segment, click the Delete menu option, and then confirm.
Tip
To suspend the segment temporarily from matching, deactivate it instead.

Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Segments (2024-07-27 23:17:11)"
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