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

From Genesys Documentation
Jump to: navigation, search
m (1 revision imported)
(Published)
 
(59 intermediate revisions by 7 users not shown)
Line 1: Line 1:
 
{{Article
 
{{Article
−
|DisplayName=Segments
+
|Standalone=No
−
|Platform=PureEngage, PureConnect, PureCloud
+
|DisplayName=View segments
−
|Dimension=Journey
+
|TocName=View segments
−
|Context=Segments identify and classify visitors based on their behavior and characteristics.
+
|Context=Learn how to search for, create, edit, duplicate, and delete segments.<br />
 +
|Dimension=Segments
 +
|ComingSoon=No
 +
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 +
|Prereq='''Prerequisites'''
 +
 
 +
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
 +
**'''Journey '''>''' Segment '''>'''Add ''', '''Delete''', '''Edit''', '''View'''
 
|Section={{Section
 
|Section={{Section
−
|sectionHeading=About segments
+
|sectionHeading=View segments list
−
|Type=Unstructured
+
|anchor=ViewSegments
−
|freetext=* [[#SegmentAttributes|Segment attributes ]] are characteristics that all the visitors in the group share. Examples of segment attributes are visitors who use Chrome and visitors from Canada.
+
|alignment=Horizontal
−
* [[#JourneyPatterns|Journey patterns ]] are actions on your website that all the visitors in the group have taken. Examples of journey patterns are completing a form or going to a specific webpage.
+
|Media=Image
 +
|image=SegmentsView.png
 +
|AltText=View list of segments
 +
|structuredtext='''Name:''' Segment name.
  
−
You can specify any combination of segment attributes and journey patterns for a segment. The more of these conditions you define, the more specific the segment, and the fewer number of visitors who belong to it.
+
'''Updated:''' Date the segment was last modified in Predictive Engagement.  
  
−
You complete the same process of defining segment attributes and journey patterns when you create both segments and outcomes. However, the segment attributes and journey patterns are not shared across the segments and outcomes.
+
'''Description:''' Segment description.
 +
 
 +
'''Type:''' Segment type (such as session or customer).
 +
 
 +
'''Active:''' Indicates whether the segment is ready to match visitors on your website.
 +
 
 +
'''Color:''' Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).
 +
 
 +
'''Options:''' Menu of options available for the segment, such as edit, delete, and duplicate.
 +
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=View your segments
+
|sectionHeading=AI-318 Third party segments
−
|anchor=ViewSegments
+
|alignment=Horizontal
−
|Type=Structured
+
|Media=Image
 +
|image=ViewSegments.png
 +
|AltText=View list of segments
 +
|structuredtext=Add the following description after '''Type''' in the "View segments list" section.
 +
 
 +
'''Source:''' Icon that represents the system in which the segment was created. For example, Genesys Cloud CX or a third-party system such as Adobe Experience Platform, Segment.io, Tealium AudienceStream, Emarsys, or Pega. If there are no segments from a third-party system, this column is hidden.
 +
|Status=Yes
 +
}}{{Section
 +
|sectionHeading=Search for segments
 +
|anchor=Search
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=SegmentListView.png
+
|Media=Image
−
|structuredtext=# Click '''Journey''' > '''Segments'''.
+
|image=SegmentsPEPC.png
−
|fullwidth=No
+
|structuredtext=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.
 +
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Create a segment
 
|sectionHeading=Create a segment
 
|anchor=CreateSegment
 
|anchor=CreateSegment
−
|Type=Structured
 
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=CreateSegment.png
+
|Media=Image
−
|structuredtext=# Click '''Journey''' > '''Segments'''.
+
|image=CreateSegmentOption.png
−
# Click '''Create Segment'''.
+
|structuredtext=To create a segment, click '''Create segment''' and then follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments}}.
−
# Use a descriptive name.
+
|Status=No
−
# Define at least one of the following:
 
−
#* [[#SegmentAttributes|Segment attribute]]
 
−
#* [[#JourneyPatterns|Journey pattern]]
 
−
# Specify the color.
 
−
# To activate the segment, click the '''Active''' toggle so it is green.
 
−
{{NoteFormat|You can specify as many segment attributes and journey pattern conditions as you want. You must specify at least one.|1}}
 
−
|fullwidth=No
 
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Segment attribute example
+
|sectionHeading=Edit a segment
−
|anchor=SegmentAttributes
+
|anchor=EditSegment
−
|Type=Structured
 
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=SegmentAttExample1.png
+
|Media=Image
−
|structuredtext=Segment attributes identify visitors based on characteristics like location, browser, device type, and so on.
+
|image=SegmentsEdit.png
−
 
+
|structuredtext=To modify a segment, search for it and then click the '''Edit''' menu option. Follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments}}.
−
 
+
|Status=No
−
{{NoteFormat|If you want to match based on a non-numeric criteria, such as the name of a browser, select the '''like''' or '''not like''' operator. |2}}
 
−
|fullwidth=No
 
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Journey pattern example
+
|sectionHeading=Duplicate a segment
−
|anchor=JourneyPatterns
+
|anchor=DuplicateSegment
−
|Type=Unstructured
+
|alignment=Horizontal
−
|freetext=The journey pattern identifies visitors based on their behavior on your site. For example:
+
|Media=Image
−
* Viewed a specific page
+
|image=SegmentsDuplicate.png
−
* Clicked a specific button
+
|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.
−
* Submitted a form
+
|Status=No
−
{{NoteFormat|Track these actions as events in your code. To track a more complex journey pattern, add conditions. Genesys Altocloud evaluates all conditions in the journey pattern sequentially, in the order you define them. |1}}
 
−
 
 
−
Set each condition to one of these matching options:
 
−
* '''Once''': The persona matches when the condition is met
 
−
* '''Never''': After the visitor leaves the site, the persona matches if this condition was not met during the visit. This applies to all personas that contain at least one Never condition.
 
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Edit a segment
+
|sectionHeading=Delete a segment
−
|anchor=EditSegment
+
|anchor=DeleteSegment
−
|Type=Structured
 
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=CreateSegment.png
+
|Media=Image
−
|structuredtext=# Click '''Journey''' > '''Segments'''.
+
|image=SegmentsDelete.png
−
# Click the name of the segment you want to edit.<br />
+
|structuredtext=To delete a segment permanently, search for the segment, click the '''Delete''' menu option, and then confirm. {{NoteFormat|Deletion is permanent. To suspend the segment temporarily from matching, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ActivateSegment|display text=deactivate it}} instead.|}}<br />
−
# Update the [[#SegmentAttributes|segment attributes]].
+
|Status=No
−
# Update the [[#JourneyPatterns|journey pattern]].
 
−
# Click '''Submit'''.
 
−
|fullwidth=No
 
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Delete a segment
+
|sectionHeading=View segment report
−
|Type=Structured
+
|anchor=SegmentReport
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=SegmentDelete.png
+
|Media=Image
−
|structuredtext=Delete a segment when you no longer need it.
+
|image=SegmentReport.png
−
|fullwidth=No
+
|structuredtext=To learn how well you are engaging specific segments of visitors, click the '''Segment Reporting can be found here''' menu option.
 +
 
 +
'''Name:''' Segment name.
 +
 
 +
'''Description:''' Segment description.
 +
 
 +
'''Type:''' Segment type (such as session or customer).
 +
 
 +
'''Segment Matches:''' Number of visitors matched to the segment.
 +
 
 +
'''Action Maps:''' Number of action maps configured to use the segment.
 +
 
 +
'''Outcomes Achieved:''' Number of outcomes achieved for the segment.
 +
 
 +
'''Active:''' Indicates whether the segment is ready to match visitors on your website.
 +
 
 +
'''Updated:''' Date the outcome was last modified.
 +
 
 +
'''Color:''' Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).
 +
 
 +
'''Options:''' Menu of options available for the segment, such as edit, delete, and duplicate.
 +
 
 +
 
 +
For more information about Journey Segments, see the [https://help.mypurecloud.com/articles/?p=238683 Journey Segments view] in the Genesys Cloud CX Resource Center.<br />
 +
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 09:46, January 19, 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 segments.

Prerequisites

View segments list

View list of segments

Name: Segment name.

Updated: Date the segment was last modified in Predictive Engagement.

Description: Segment description.

Type: Segment type (such as session or customer).

Active: Indicates whether the segment is ready to match visitors on your website.

Color: Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).

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

AI-318 Third party segments

View list of segments

Add the following description after Type in the "View segments list" section.

Source: Icon that represents the system in which the segment was created. For example, Genesys Cloud CX or a third-party system such as Adobe Experience Platform, Segment.io, Tealium AudienceStream, Emarsys, or Pega. If there are no segments from a third-party system, this column is hidden.

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.

Create a segment

To create a segment, click Create segment and then follow the instructions in Manage segments.

Edit a segment

To modify a segment, search for it and then click the Edit menu option. Follow the instructions in Manage segments.

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.
Important
Deletion is permanent. To suspend the segment temporarily from matching, deactivate it instead.

View segment report

To learn how well you are engaging specific segments of visitors, click the Segment Reporting can be found here menu option.

Name: Segment name.

Description: Segment description.

Type: Segment type (such as session or customer).

Segment Matches: Number of visitors matched to the segment.

Action Maps: Number of action maps configured to use the segment.

Outcomes Achieved: Number of outcomes achieved for the segment.

Active: Indicates whether the segment is ready to match visitors on your website.

Updated: Date the outcome was last modified.

Color: Background color to use when displaying the segment name (for example, in Live Now and the Action Map Report).

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


For more information about Journey Segments, see the Journey Segments view in the Genesys Cloud CX Resource Center.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Segments (2024-11-09 12:57:20)"
Comments or questions about this documentation? Contact us for support!