Difference between revisions of "ATC/Current/AdminGuide/Trigger"
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|TocName=Trigger | |TocName=Trigger | ||
|Context=Learn how to define the condition that causes {{MINTYDOCSPRODUCT}} to offer an action map to a particular user. | |Context=Learn how to define the condition that causes {{MINTYDOCSPRODUCT}} to offer an action map to a particular user. | ||
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|ComingSoon=No | |ComingSoon=No | ||
|Platform=PureEngage, PureConnect, PureCloud | |Platform=PureEngage, PureConnect, PureCloud | ||
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|Prereq='''Prerequisites''' | |Prereq='''Prerequisites''' | ||
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**'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' permissions (to create action maps) | **'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' permissions (to create action maps) | ||
**'''Journey '''>''' Action Target '''> '''View''' permission (to select a team to handle interactions from the action map) | **'''Journey '''>''' Action Target '''> '''View''' permission (to select a team to handle interactions from the action map) | ||
+ | *{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=Deploy the {{MINTYDOCSPRODUCT}} tracking snippet}} on the website you want to track. This enables you to trigger the action map based on pageview events. | ||
+ | *To trigger an action map based on other events, use {{Link-AnywhereElse|product=ATC|version=Current|manual=SDK|topic=Record|display text=ac('record')}} to send {{MINTYDOCSPRODUCT}} data about events you want to track. | ||
*{{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}. | *{{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}. | ||
*{{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}. | *{{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}. | ||
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− | |structuredtext=To trigger the action map based on what the user does: | + | |structuredtext={{NoteFormat| |
+ | *In order to select events here, you must first {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=deploy the {{MINTYDOCSPRODUCT}} tracking snippet}} on the website you want to track. This enables you to trigger the action map based on pageview events. | ||
+ | *To trigger an action map based on other events, use {{Link-SomewhereInThisVersion|manual=SDK|topic=Record|display text=ac('record')}} to send Altocloud data about events you want to track. | ||
+ | *If you specify multiple attributes, then the action map triggers when a customer matches '''all''' of them. {{MINTYDOCSPRODUCT}} evaluates the attributes in the order in which you define them. |1}} | ||
+ | |||
+ | To trigger the action map based on what the user does: | ||
#Under '''Select trigger,''' click '''User activity'''. | #Under '''Select trigger,''' click '''User activity'''. | ||
#Click '''Show details'''. | #Click '''Show details'''. | ||
#Under '''Visitor journey''', Web is automatically selected as the session type. | #Under '''Visitor journey''', Web is automatically selected as the session type. | ||
− | #In the '''Event details''' list, select the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AttributesJourney|display text=visitor journey attribute}} you want, and then click '''add details''' to complete the attribute definition using one of the supported {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Operators|display text=operators}}. | + | #In the '''Event details''' list, select the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AttributesJourney|display text=visitor journey attribute}} you want, and then click '''add details''' to complete the attribute definition using one of the supported {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Operators|display text=operators}}. |
|structuredtextwide= | |structuredtextwide= | ||
|FAQHeading= | |FAQHeading= |
Revision as of 13:48, May 27, 2020
This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.
Contents
Learn how to define the condition that causes Genesys Predictive Engagement to offer an action map to a particular user.
Prerequisites
- Configure the following permissions in PureCloud:
- Journey > Action Map > Add, Delete, Edit, and View permissions (to create action maps)
- Journey > Action Target > View permission (to select a team to handle interactions from the action map)
- Deploy the Genesys Predictive Engagement tracking snippet on the website you want to track. This enables you to trigger the action map based on pageview events.
- To trigger an action map based on other events, use ac('record') to send Genesys Predictive Engagement data about events you want to track.
- Create segments.
- Create outcomes.
About triggering action maps
When you create an action map, you specify the conditions, or triggers, that will make itNo results for a user. Possible triggers include:
- When Genesys Predictive Engagement matches a user to a segment
- When the user does something specific on your website
- The probability that the user will achieve a given business outcomeImportantIf multiple action maps are qualified, the priority of each action map determines which one is offered to the user. For more information, see Prioritize an action map and [[ATC/Current/AdminGuide/About_actions_and_action_maps|]].
Trigger based on segment match
To trigger the action map based on the segment that the customer belongs to:
- Under Select trigger, click Segment match.
- Click Show details.
- Click Select segments.
- Search for segments by name or description.
- Select as many segments as you need.ImportantIf you select multiple segments, then the action map triggers only when a customer matches ALL of them.
- Click Done.
Trigger based on user activity
Important
- In order to select events here, you must first deploy the Genesys Predictive Engagement tracking snippet on the website you want to track. This enables you to trigger the action map based on pageview events.
- To trigger an action map based on other events, use ac('record') to send Altocloud data about events you want to track.
- If you specify multiple attributes, then the action map triggers when a customer matches all of them. Genesys Predictive Engagement evaluates the attributes in the order in which you define them.
To trigger the action map based on what the user does:
- Under Select trigger, click User activity.
- Click Show details.
- Under Visitor journey, Web is automatically selected as the session type.
- In the Event details list, select the visitor journey attribute you want, and then click add details to complete the attribute definition using one of the supported operators.
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