Difference between revisions of "ATC/Current/AdminGuide/Segments"
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{{Article | {{Article | ||
|Standalone=No | |Standalone=No | ||
| − | |DisplayName=Segments | + | |DisplayName=View segments |
| − | |Platform= | + | |TocName=View segments |
| − | | | + | |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= | + | |sectionHeading=View segments list |
| − | | | + | |anchor=ViewSegments |
| − | |alignment= | + | |alignment=Horizontal |
| − | | | + | |Media=Image |
| − | | | + | |image=SegmentsView.png |
| − | + | |AltText=View list of segments | |
| + | |structuredtext='''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. | ||
|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
| − | |sectionHeading=View | + | |sectionHeading=AI-318 Third party segments |
| − | |Type= | + | |alignment=Horizontal |
| − | |anchor= | + | |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= | + | |Media=Image |
| − | + | |image=SegmentsPEPC.png | |
| − | |structuredtext= | + | |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 | |Status=No | ||
}}{{Section | }}{{Section | ||
|sectionHeading=Create a segment | |sectionHeading=Create a segment | ||
| − | |||
|anchor=CreateSegment | |anchor=CreateSegment | ||
|alignment=Horizontal | |alignment=Horizontal | ||
| − | |image= | + | |Media=Image |
| − | + | |image=CreateSegmentOption.png | |
| − | |structuredtext= | + | |structuredtext=To create a segment, click '''Create segment''' and then follow the instructions in {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments}}. |
| − | + | |Status=No | |
| − | + | }}{{Section | |
| − | + | |sectionHeading=Edit a segment | |
| − | + | |anchor=EditSegment | |
| − | + | |alignment=Horizontal | |
| − | + | |Media=Image | |
| − | {{ | + | |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 | |Status=No | ||
}}{{Section | }}{{Section | ||
| − | |sectionHeading= | + | |sectionHeading=Duplicate a segment |
| − | | | + | |anchor=DuplicateSegment |
|alignment=Horizontal | |alignment=Horizontal | ||
| − | |image= | + | |Media=Image |
| − | | | + | |image=SegmentsDuplicate.png |
| − | |structuredtext= | + | |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. |
| − | + | |Status=No | |
| − | + | }}{{Section | |
| − | + | |sectionHeading=Delete a segment | |
| − | + | |anchor=DeleteSegment | |
| + | |alignment=Horizontal | ||
| + | |Media=Image | ||
| + | |image=SegmentsDelete.png | ||
| + | |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 /> | ||
| + | |Status=No | ||
| + | }}{{Section | ||
| + | |sectionHeading=View segment report | ||
| + | |anchor=SegmentReport | ||
| + | |alignment=Horizontal | ||
| + | |Media=Image | ||
| + | |image=SegmentReport.png | ||
| + | |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 | |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.
Contents
Learn how to search for, create, edit, duplicate, and delete segments.
Prerequisites
- Configure the following permissions in Genesys Cloud CX:
- Journey > Segment >Add , Delete, Edit, View
View segments list
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.
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.
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