Difference between revisions of "ATC/Current/AdminGuide/Use the Architect flow with an action map"

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**'''Journey''' > '''Action Map''' > '''Add''', '''Delete''', '''Edit''', and '''View'''
 
**'''Journey''' > '''Action Map''' > '''Add''', '''Delete''', '''Edit''', and '''View'''
 
|Section={{Section
 
|Section={{Section
|sectionHeading=Create an action map to use an Architect flow
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|sectionHeading=Configure an action map to use an Architect flow
 
|anchor=ArchFlowActionMap
 
|anchor=ArchFlowActionMap
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
|image=LinkArchitectFlow.png
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|image=ConfigArchFlowMap.png
|structuredtext=After you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=prepare an Architect flow}}, create an action map to use the Architect flow. The action map defines the conditions that trigger the Architect flow.  
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|AltText=Configure an Architect flow action map.
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|structuredtext=After you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=prepare an Architect flow}}, create an [[Draft:ATC/Current/AdminGuide/About action maps|action map]] to use the Architect flow.
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|Status=No
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}}{{Section
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|sectionHeading=Select the Architect flow action
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|anchor=SelectAction
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|image=ArchFlowAction.png
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|AltText=Select the Architect flow action.
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}}{{Section
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|sectionHeading=Select an Architect Flow
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|anchor=SelectArchFlow
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|alignment=Horizontal
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|Media=Image
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|image=SelectArchFlow.png
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|AltText=Select the Architect flow to use with this action map.
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|structuredtext=Select the Architect flow to use with this action map. For more information about creating flows, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows}}.  
  
After selecting an Architect flow action for the action map, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=OverrideDefaultVariables|display text=override default variables}} with visitor-specific data. Then, specify when to activate the Architect flow action and the time period during which to use the Architect flow action. For more information about action maps, see [[Draft:ATC/Current/AdminGuide/About action maps|About action maps]].
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<br />
 
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|image=OverrideDefault.png
 
|image=OverrideDefault.png
 
|structuredtext=Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFOverride|display text=Overrides for Salesforce Lead Creation and Campaign Attribution integration}}.
 
|structuredtext=Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFOverride|display text=Overrides for Salesforce Lead Creation and Campaign Attribution integration}}.
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|Status=No
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}}{{Section
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|sectionHeading=Configure the activation time and duration
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|anchor=ConfigActivation
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|alignment=Horizontal
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|Media=Image
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|image=ArchFlowActionSummary.png
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|AltText=Configure the activation time and duration.
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|structuredtext=Specify when to activate the Architect flow action and the time period during which to use the Architect flow action.
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*'''Activation time'''
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**'''Immediately:''' Activate the Architect flow action as soon as a visitor arrives on your website.
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**'''On return to site:''' Activate the Architect flow action when a visitor returns to your website.
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*'''Time range:''' Time period to use the Architect flow action. To use the Architect flow action indefinitely, don't specify an end date.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section

Revision as of 12:48, May 18, 2021

Create an action map to use an Architect flow action.

Prerequisites

Configure an action map to use an Architect flow

Configure an Architect flow action map.

After you prepare an Architect flow, create an action map to use the Architect flow.

Select the Architect flow action

Select the Architect flow action.

Select an Architect Flow

Select the Architect flow to use with this action map.

Select the Architect flow to use with this action map. For more information about creating flows, see Prepare Architect components.


Override default variables

Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, Overrides for Salesforce Lead Creation and Campaign Attribution integration.

Configure the activation time and duration

Configure the activation time and duration.

Specify when to activate the Architect flow action and the time period during which to use the Architect flow action.

  • Activation time
    • Immediately: Activate the Architect flow action as soon as a visitor arrives on your website.
    • On return to site: Activate the Architect flow action when a visitor returns to your website.
  • Time range: Time period to use the Architect flow action. To use the Architect flow action indefinitely, don't specify an end date.

Go-live checklist

When you are ready to go live with your integration, verify the following items:

  • In Genesys Predictive Engagement, is the action map that uses the Architect flow action active?
  • In Genesys Cloud:
    • Is the Genesys Cloud integration assigned to the Architect flow action active?
    • Are the Genesys Cloud data actions published?
  • In Architect, is the workflow saved and published?
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