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

From Genesys Documentation
Jump to: navigation, search
(Published)
(Published)
Line 7: Line 7:
 
|Context=Learn how to specify the webpages where an action map triggers.
 
|Context=Learn how to specify the webpages where an action map triggers.
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
+
 
** '''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' permissions (to create action maps)
+
*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
** '''Journey '''>''' Action Target '''> '''View''' permission (to select a team to handle interactions from the action map)
+
**'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' permissions (to create action maps)
* {{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}.
+
**'''Journey '''>''' Action Target '''> '''View''' permission (to select a team to handle interactions from the action map)
* {{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}.
+
*{{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}.
 +
*{{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}.
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Apply an action map to webpages
 
|sectionHeading=Apply an action map to webpages
Line 19: Line 20:
 
|gif=No
 
|gif=No
 
|structuredtext=When you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|anchor=Create|display text=create an action map}}, build an expression that determines on which webpages the action map can trigger:
 
|structuredtext=When you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|anchor=Create|display text=create an action map}}, build an expression that determines on which webpages the action map can trigger:
# Under '''Apply to selected pages''', click '''Add page'''.
+
 
# In the '''Show this action map if the page URL''' list, select the appropriate {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|anchor=URLConditionsOperators|display text=operator}}.
+
#Under '''Apply to selected pages''', click '''Add page'''.
# In the '''some path or keyword''' box, type the appropriate value (as needed by the operator you selected).
+
#In the '''Show this action map if the page URL''' list, select the appropriate {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|anchor=URLConditionsOperators|display text=operator}}.
# Do one of the following:
+
#In the '''some path or keyword''' box, type the appropriate value (as needed by the operator you selected).
#* To add an OR condition, next to the '''some path or keyword''' box, click the '''+'''. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#ORConditions|display text=OR conditions}}.
+
#Do one of the following:
#* To add an AND condition, under the boxes, click '''Add'''. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#ANDConditions|display text=AND conditions}}.<br />
+
#*To add an OR condition, next to the '''some path or keyword''' box, click the '''+'''. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#ORConditions|display text=OR conditions}}.
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|anchor=CheckTargeting|display text=Verify that the expression is valid}}.
+
#*To add an AND condition, under the boxes, click '''Add'''. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#ANDConditions|display text=AND conditions}}.<br />
 +
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|anchor=CheckTargeting|display text=Verify that the expression is valid}}.
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
Line 47: Line 49:
  
 
'''Note:''' You must specify the protocol, either http: or https:.
 
'''Note:''' You must specify the protocol, either http: or https:.
 
  
 
{{!}}{{!}}If you define an '''equals''' condition you cannot define any other AND conditions.
 
{{!}}{{!}}If you define an '''equals''' condition you cannot define any other AND conditions.
 
'''Correct''':  
 
'''Correct''':  
* equals <nowiki>http://abc.com OR http://def.com OR http://xyz.com </nowiki>
+
 
 +
*equals <nowiki>http://abc.com OR http://def.com OR http://xyz.com </nowiki>
  
 
'''Incorrect''':  
 
'''Incorrect''':  
* equals abc.com OR def.com
+
 
* equals abc.com AND equals xyz.com
+
*equals abc.com OR def.com
 +
*equals abc.com AND equals xyz.com
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}not equals
 
{{!}}{{!}}not equals
Line 63: Line 66:
  
 
'''Note:''' You must specify the protocol, either http: or https:.
 
'''Note:''' You must specify the protocol, either http: or https:.
 
  
 
{{!}}{{!}}If you define a '''not equals''' condition you cannot define any other AND conditions.
 
{{!}}{{!}}If you define a '''not equals''' condition you cannot define any other AND conditions.
  
 
<br />'''Correct''':
 
<br />'''Correct''':
* not equals <nowiki> http://abc.com OR http://def.com OR http://xyz.com<br /></nowiki>
+
 
 +
*not equals <nowiki> http://abc.com OR http://def.com OR http://xyz.com<br /></nowiki>
  
 
'''Incorrect:'''
 
'''Incorrect:'''
  
* equals abc.com OR def.com<br />
+
*equals abc.com OR def.com<br />
* equals abc.com AND equals xyz.com
+
*equals abc.com AND equals xyz.com
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}like
 
{{!}}{{!}}like
Line 86: Line 89:
  
 
'''Correct''':
 
'''Correct''':
* like insurance AND like auto OR home OR health
+
 
 +
*like insurance AND like auto OR home OR health
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}not like
 
{{!}}{{!}}not like
Line 100: Line 104:
  
 
'''Note:''' You must specify the protocol, either http: or https:.
 
'''Note:''' You must specify the protocol, either http: or https:.
 
  
 
{{!}}{{!}}You can have one '''starts with '''or one '''ends with''' operator per condition.
 
{{!}}{{!}}You can have one '''starts with '''or one '''ends with''' operator per condition.
Line 106: Line 109:
  
 
'''Correct''':  
 
'''Correct''':  
* starts with http://abc.com OR http://xyz.com AND Like keyword1 or keyword2
+
 
 +
*starts with http://abc.com OR http://xyz.com AND Like keyword1 or keyword2
  
 
'''Incorrect''':  
 
'''Incorrect''':  
* starts with abc.com OR xyz.com AND starts with abc.com OR xyz.com
 
  
 +
*starts with abc.com OR xyz.com AND starts with abc.com OR xyz.com
  
 
{{!}}-
 
{{!}}-
 
{{!}}{{!}}ends with
 
{{!}}{{!}}ends with
 
  
 
{{!}}{{!}}identical characters starting from the end of the string up to and including the first character in the string
 
{{!}}{{!}}identical characters starting from the end of the string up to and including the first character in the string
Line 123: Line 126:
  
 
For example, you can match shopping cart pages that use /thankyou.html at the end of their URLs.
 
For example, you can match shopping cart pages that use /thankyou.html at the end of their URLs.
 
  
 
{{!}}{{!}}You can have one '''ends with''' operator per condition.
 
{{!}}{{!}}You can have one '''ends with''' operator per condition.
Line 139: Line 141:
  
 
{{NoteFormat|If you use an "OR" condition, the action map triggers if either of the conditions is true.}}
 
{{NoteFormat|If you use an "OR" condition, the action map triggers if either of the conditions is true.}}
# To add an "OR" condition, click '''Add''' and build the expression. For information on the available operators, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#URLConditionsOperators|display text=Operators for URL conditions.}} If you cannot click '''Add''', adjust your expression and try again.
+
 
# To remove an "OR" condition, click '''Remove'''.
+
#To add an "OR" condition, click '''Add''' and build the expression. For information on the available operators, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#URLConditionsOperators|display text=Operators for URL conditions.}} If you cannot click '''Add''', adjust your expression and try again.
 +
#To remove an "OR" condition, click '''Remove'''.
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
Line 151: Line 154:
 
|gif=No
 
|gif=No
 
|structuredtext=You can add as many AND conditions as you need for each operator.{{NoteFormat|If you use an "AND" condition, the action map triggers only if both conditions is true.}}
 
|structuredtext=You can add as many AND conditions as you need for each operator.{{NoteFormat|If you use an "AND" condition, the action map triggers only if both conditions is true.}}
# To add an "AND" condition, click '''Add''' and build the expression you want. For information on the available operators, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#URLConditionsOperators|display text=Operators for URL conditions.}} <br />{{NoteFormat|If you cannot add an AND condition, delete any empty OR conditions and then try again. }}
+
 
# To remove an "AND" condition, click '''Remove'''.
+
#To add an "AND" condition, click '''Add''' and build the expression you want. For information on the available operators, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps#URLConditionsOperators|display text=Operators for URL conditions.}} <br />{{NoteFormat|If you cannot add an AND condition, delete any empty OR conditions and then try again. }}
 +
#To remove an "AND" condition, click '''Remove'''.
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
Line 160: Line 164:
 
|anchor=CheckTargeting
 
|anchor=CheckTargeting
 
|alignment=Horizontal
 
|alignment=Horizontal
|image=PageChecker.png
+
|image=PageCheckerAI155.png
 
|gif=No
 
|gif=No
 
|structuredtext=After you define the expression to apply an action map to a webpage, check to be sure that the expression is valid.
 
|structuredtext=After you define the expression to apply an action map to a webpage, check to be sure that the expression is valid.
 +
 
# Under '''Check if the action map targets the web page(s'''), type the first URL to check in the box.
 
# Under '''Check if the action map targets the web page(s'''), type the first URL to check in the box.
 
# To check another URL, click '''+''' and type the next URL.
 
# To check another URL, click '''+''' and type the next URL.
 
# When you have specified all of the pages to check, click '''Check'''.
 
# When you have specified all of the pages to check, click '''Check'''.
# Review the results.<br />{{NoteFormat|If you see, "No" when you check a webpage, it means that the URL doesn't match the specified conditions. Check your expression:
+
# Review the results.<p>
 +
{{NoteFormat|If you see, "No" when you check a webpage, it means that the URL doesn't match the specified conditions. Check your expression:
 
* If you are using the '''equals''', or '''not equals''' operators, be sure you have specified a full URL.
 
* If you are using the '''equals''', or '''not equals''' operators, be sure you have specified a full URL.
 
* If you are using the '''equals''', '''not equals''', or '''starts with''' operators, be sure you have specified the protocol.
 
* If you are using the '''equals''', '''not equals''', or '''starts with''' operators, be sure you have specified the protocol.

Revision as of 13:47, November 13, 2019

Learn how to specify the webpages where an action map triggers.

Prerequisites

Apply an action map to webpages

When you create an action map, build an expression that determines on which webpages the action map can trigger:

  1. Under Apply to selected pages, click Add page.
  2. In the Show this action map if the page URL list, select the appropriate operator.
  3. In the some path or keyword box, type the appropriate value (as needed by the operator you selected).
  4. Do one of the following:
    • To add an OR condition, next to the some path or keyword box, click the +. For more information, see OR conditions.
    • To add an AND condition, under the boxes, click Add. For more information, see AND conditions.
  5. Verify that the expression is valid.

Operators for URL conditions

Operator Matches Description Notes
equals a full URL only The action map triggers only when the visitor is on a website page with a URL that exactly matches all of the characters you define.


Note: You must specify the protocol, either http: or https:.

If you define an equals condition you cannot define any other AND conditions.

Correct:

  • equals http://abc.com OR http://def.com OR http://xyz.com

Incorrect:

  • equals abc.com OR def.com
  • equals abc.com AND equals xyz.com
not equals a full URL only The action map triggers only when the visitor is on a website page with a URL that exactly matches all of the characters you define.


Note: You must specify the protocol, either http: or https:.

If you define a not equals condition you cannot define any other AND conditions.


Correct:

  • not equals http://abc.com OR http://def.com OR http://xyz.com<br />

Incorrect:

  • equals abc.com OR def.com
  • equals abc.com AND equals xyz.com
like a "substring match" The action map triggers only when the visitor is on a website page with a URL that contains some of the characters you define.



This is useful when you want to target a unique query string parameter (a keyword) that appears in multiple URLs.

You can build conditions containing multiple like and not like operators.

Correct:

  • like insurance AND like auto OR home OR health
not like a "substring match" The action map triggers only when the visitor is on a website page with a URL that does not contains any of the characters you define.
starts with identical characters starting from the beginning of the string up to and including the last character in the string Use the starts with operator when your URLs are generally unvarying but can include query string parameters at the end that you want to exclude.


Note: You must specify the protocol, either http: or https:.

You can have one starts with or one ends with operator per condition.


Correct:

Incorrect:

  • starts with abc.com OR xyz.com AND starts with abc.com OR xyz.com
ends with identical characters starting from the end of the string up to and including the first character in the string Use the ends with operator when you want to match a specific query string parameters at the end of the URL.



For example, you can match shopping cart pages that use /thankyou.html at the end of their URLs.

You can have one ends with operator per condition.

OR conditions

You can add as many OR conditions as you need for each operator.

Important
If you use an "OR" condition, the action map triggers if either of the conditions is true.
  1. To add an "OR" condition, click Add and build the expression. For information on the available operators, see Operators for URL conditions. If you cannot click Add, adjust your expression and try again.
  2. To remove an "OR" condition, click Remove.

AND conditions

You can add as many AND conditions as you need for each operator.
Important
If you use an "AND" condition, the action map triggers only if both conditions is true.
  1. To add an "AND" condition, click Add and build the expression you want. For information on the available operators, see Operators for URL conditions.
    Important
    If you cannot add an AND condition, delete any empty OR conditions and then try again.
  2. To remove an "AND" condition, click Remove.

Verify that the expression is valid

After you define the expression to apply an action map to a webpage, check to be sure that the expression is valid.

  1. Under Check if the action map targets the web page(s), type the first URL to check in the box.
  2. To check another URL, click + and type the next URL.
  3. When you have specified all of the pages to check, click Check.
  4. Review the results.

Important
If you see, "No" when you check a webpage, it means that the URL doesn't match the specified conditions. Check your expression:
  • If you are using the equals, or not equals operators, be sure you have specified a full URL.
  • If you are using the equals, not equals, or starts with operators, be sure you have specified the protocol.

Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Apply (2024-11-09 14:46:35)"
Comments or questions about this documentation? Contact us for support!