Difference between revisions of "ATC/Current/AdminGuide/Segments"
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|Section={{Section | |Section={{Section | ||
|sectionHeading=Search for and view segments | |sectionHeading=Search for and view segments | ||
− | |||
|anchor=ViewSegments | |anchor=ViewSegments | ||
+ | |Standalone=No | ||
+ | |ComingSoon=No | ||
|alignment=Horizontal | |alignment=Horizontal | ||
|image=SegmentsPEPC.png | |image=SegmentsPEPC.png | ||
− | | | + | |Media=Image |
|structuredtext=# Click '''Admin'''. | |structuredtext=# Click '''Admin'''. | ||
# Under '''Altocloud''', click '''Segments'''. | # Under '''Altocloud''', click '''Segments'''. | ||
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}}{{Section | }}{{Section | ||
|sectionHeading=Create a segment | |sectionHeading=Create a segment | ||
− | |||
|anchor=CreateSegment | |anchor=CreateSegment | ||
+ | |Standalone=No | ||
+ | |ComingSoon=No | ||
|alignment=Horizontal | |alignment=Horizontal | ||
|image=SegmentCreatePEPC.png | |image=SegmentCreatePEPC.png | ||
− | | | + | |Media=Image |
|structuredtext={{NoteFormat|To simplify the process of creating a segment {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=duplicate an existing segment.}}|2}} | |structuredtext={{NoteFormat|To simplify the process of creating a segment {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DuplicateSegment|display text=duplicate an existing segment.}}|2}} | ||
# Click '''Admin'''. | # Click '''Admin'''. | ||
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}}{{Section | }}{{Section | ||
|sectionHeading=Duplicate a segment | |sectionHeading=Duplicate a segment | ||
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|anchor=DuplicateSegment | |anchor=DuplicateSegment | ||
+ | |Standalone=No | ||
+ | |ComingSoon=No | ||
|alignment=Horizontal | |alignment=Horizontal | ||
|image=SegmentsDuplicate.png | |image=SegmentsDuplicate.png | ||
− | | | + | |Media=Image |
|structuredtext=To simplify the process of creating a new segment, duplicate an existing segment. | |structuredtext=To simplify the process of creating a new segment, duplicate an existing segment. | ||
# Click '''Admin'''. | # Click '''Admin'''. | ||
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}}{{Section | }}{{Section | ||
|sectionHeading=Edit a segment | |sectionHeading=Edit a segment | ||
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|anchor=EditSegment | |anchor=EditSegment | ||
+ | |Standalone=No | ||
+ | |ComingSoon=No | ||
|alignment=Horizontal | |alignment=Horizontal | ||
|image=SegmentsEdit.png | |image=SegmentsEdit.png | ||
− | | | + | |Media=Image |
|structuredtext=# Click '''Admin'''. | |structuredtext=# Click '''Admin'''. | ||
# Under '''Altocloud''', click '''Segments'''. | # Under '''Altocloud''', click '''Segments'''. | ||
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}}{{Section | }}{{Section | ||
|sectionHeading=Display to agent | |sectionHeading=Display to agent | ||
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|anchor=DisplayAgents | |anchor=DisplayAgents | ||
+ | |Standalone=No | ||
+ | |ComingSoon=No | ||
|alignment=Horizontal | |alignment=Horizontal | ||
|image=DisplayAgentFull.png | |image=DisplayAgentFull.png | ||
− | | | + | |Media=Image |
|structuredtext=When a segment is displayed to agents, agents automatically see when {{MINTYDOCSPRODUCT}} matches customers with it. | |structuredtext=When a segment is displayed to agents, agents automatically see when {{MINTYDOCSPRODUCT}} matches customers with it. | ||
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}}{{Section | }}{{Section | ||
|sectionHeading=Activate or inactivate a segment | |sectionHeading=Activate or inactivate a segment | ||
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|anchor=ActivateSegment | |anchor=ActivateSegment | ||
+ | |Standalone=No | ||
+ | |ComingSoon=No | ||
|alignment=Horizontal | |alignment=Horizontal | ||
|image=SegmentDeactivatePEPC.png | |image=SegmentDeactivatePEPC.png | ||
− | | | + | |Media=Image |
|structuredtext=When a segment is active, it is ready to match users on your site. To determine when a segment matches users, use the '''Active''' button. | |structuredtext=When a segment is active, it is ready to match users on your site. To determine when a segment matches users, use the '''Active''' button. | ||
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}}{{Section | }}{{Section | ||
|sectionHeading=Delete a segment | |sectionHeading=Delete a segment | ||
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|anchor=DeleteSegment | |anchor=DeleteSegment | ||
+ | |Standalone=No | ||
+ | |ComingSoon=No | ||
|alignment=Horizontal | |alignment=Horizontal | ||
|image=SegmentsDelete.png | |image=SegmentsDelete.png | ||
− | | | + | |Media=Image |
|structuredtext={{NoteFormat|Deletion is permanent. To temporarily suspend the segment from matching, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ActivateSegment|display text=inactivate it}} instead.|2}} | |structuredtext={{NoteFormat|Deletion is permanent. To temporarily suspend the segment from matching, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ActivateSegment|display text=inactivate it}} instead.|2}} | ||
# Click '''Admin'''. | # Click '''Admin'''. |
Revision as of 13:27, January 17, 2020
Contents
Learn how to build segments that identify and classify customers based on their shared behavior and characteristics.
Prerequisites
- Configure the following permissions in PureCloud:
- Journey > Segment >Add , Delete, Edit, View permissions
Search for and view segments
- Click Admin.
- Under Altocloud, click Segments.
- To search for a segment, start typing its name in the Search box. Search is case-insensitive.
- To sort the list, click the Ascending/Descending buttons in Name or Updated column headings.
Create a segment
- Click Admin.
- Under Altocloud, click Segments.
- Click Create Segment.
- Use a descriptive name.
- Define at least one segment condition.
- Specify the color.
- By default, the segment is displayed to agents.
- By default, the segment is activated.
- Click Save and close.
Duplicate a segment
To simplify the process of creating a new segment, duplicate an existing segment.
- Click Admin.
- Under Altocloud, click Segments.
- Search for the segment you want.
- Under options, click Duplicate.
- Update the segment name.
- Update conditions as necessary.
- Make any other changes. For more information, see Create a segment.
- Click Save and close.
Edit a segment
- Click Admin.
- Under Altocloud, click Segments.
- Search for the segment you want.
- Under options, click Edit.
- Make any necessary changes. For more information, see Create a segment.
- Click Save and close.
Display to agent
When a segment is displayed to agents, agents automatically see when Genesys Predictive Engagement matches customers with it.
However, not all segments are relevant to all agents. For example, a segment might match based on a customer's search for a specific product that an agent does not support. Segments can also match based on sensitive personal data or data that an agent should not see due to privacy requirements.
To prevent agents from seeing a segment in a customer's profile, use the Display to Agent button.
Activate or inactivate a segment
When a segment is active, it is ready to match users on your site. To determine when a segment matches users, use the Active button.
Delete a segment
- Click Admin.
- Under Altocloud, click Segments.
- Search for the segment you want.
- Under options, click Delete.
- Click Yes.