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

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{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
|DisplayName=Build outcomes
+
|DisplayName=Create outcomes
|TocName=Build outcomes
+
|TocName=Create outcomes
 
|Context=Define business goals that you want to track and predict.
 
|Context=Define business goals that you want to track and predict.
 
|ComingSoon=No
 
|ComingSoon=No
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**'''Journey '''>''' Outcome '''>'''Add ''', '''Delete''', '''Edit''', '''View'''
 
**'''Journey '''>''' Outcome '''>'''Add ''', '''Delete''', '''Edit''', '''View'''
 
|Section={{Section
 
|Section={{Section
|sectionHeading=Search for and view outcomes
+
|sectionHeading=Search for outcomes
 
|anchor=View
 
|anchor=View
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
 
|image=OutcomesView.png
 
|image=OutcomesView.png
 +
|structuredtext=Type one or more characters (not case-sensitive) for which to search. As you type, only the outcomes 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
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|Media=Image
 
|Media=Image
 
|image=OutcomeCreatePEPC.png
 
|image=OutcomeCreatePEPC.png
|structuredtext={{NoteFormat|To simplify the process of creating an outcome, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Duplicate|display text=duplicate an existing outcome.}}|2}}
+
|structuredtext={{NoteFormat|To simplify the process of creating an outcome, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Duplicate|display text=duplicate an existing outcome.}}|2}}When creating an outcome:
 +
 
 +
* Provide a descriptive name
 +
* Define conditions for ''at least one'' of the following attributes:
  
#Click '''Admin'''.
+
**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_attributes|display text=Visitor attribute}}
#Under '''Altocloud''', click '''Outcomes'''.
+
**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions|anchor=WebSessionEvents|display text=Web event}}
#Click '''Create Outcome'''.
+
**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Conversation_sessions|anchor=ConvoEvents|display text=Conversation event}}
#Use a descriptive name.
+
**{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Custom_sessions|anchor=CreateCustomEvents|display text=Custom event}}
#Use an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Operators|display text=operator}} to define at least one of the following types of conditions:
 
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_attributes|display text=Visitor attribute}}
 
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_sessions|anchor=WebSessionEvents|display text=Web event}}
 
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Conversation_sessions|anchor=ConvoEvents|display text=Conversation event}}
 
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Custom_sessions|anchor=CreateCustomEvents|display text=Custom event}}
 
#Click '''Save and close'''.
 
 
{{NoteFormat|
 
{{NoteFormat|
*You can specify as many conditions as you want. You must specify at least one.  
+
You must specify as least one condition.|1}}
|1}}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|structuredtext=Add this to the bottom of the note in Create section when LIMITS go live:
 
|structuredtext=Add this to the bottom of the note in Create section when LIMITS go live:
  
<br />
+
*For more information about the number of outcomes that you can create for your organization, see {{Link-Standalone|topic=ATC/Limits}}.
 
 
*For information on the number of outcomes you can create for your organization, see {{Link-Standalone|topic=ATC/Limits}}.
 
  
 
<br />
 
<br />
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|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
|image=OutcomeDuplicate2.png
+
|image=OutcomeDuplicate.png
|structuredtext=To simplify the process of creating a new outcome, duplicate an existing outcome.
+
|structuredtext=To simplify the process of creating an outcome, you can duplicate an existing outcome. Search for the outcome to duplicate and then click the '''Duplicate''' menu option. The duplicate outcome displays in edit mode. Specify a new name for the duplicate outcome and then modify the remaining information as appropriate.{{NoteFormat|{{MINTYDOCSPRODUCT}} scores the new outcome independently from the original outcome based on visit data gathered after you save and activate the new outcome.  
  
#Click '''Admin'''.
+
If you edit any of the conditions for the outcome, click the '''checkmark''' for each changed condition before you save the outcome. |}}
#Under '''Altocloud''', click  '''Outcomes'''.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#View|display text=Search for the outcome you want.}}
 
#In the Options column, click the menu and then click '''Duplicate'''.
 
#Update the outcome name.
 
#Update {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_attributes|display text=attributes}} as necessary.
 
#Make any other changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#CreateOutcome|display text=Create an outcome.}}
 
#Click '''Save and close'''.
 
{{NoteFormat|{{MINTYDOCSPRODUCT}} scores the new outcome independently from the original outcome based on visit data gathered after you save and activate the new outcome.
 
 
 
If you edit any of the conditions for the outcome, be sure to click the '''checkmark''' for each changed condition before you save the outcome. }}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
|image=OutcomeEdit2.png
+
|image=OutcomeEdit.png
|structuredtext=#Click '''Admin'''.
+
|structuredtext=To modify an outcome, search for it and then click the '''Edit''' menu option. The outcome displays in edit mode. Modify the information as appropriate.
#Under '''Altocloud''', click  '''Outcomes'''.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#View|display text=Search for the outcome you want.}}
 
#In the Options column, click the menu and then click '''Edit'''.
 
#Make any necessary changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#CreateOutcome|display text=Create an outcome.}}
 
#Click '''Save and close'''.
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=OutcomeDeactivatePEPC.png
 
|image=OutcomeDeactivatePEPC.png
|structuredtext=When you create an outcome, it is automatically activated. This means it is ready to use on your site.[[File:ActiveToggle.png]]
+
|structuredtext=Outcomes are active by default.  When an outcome is active, it is ready to use on your web site. To deactivate an outcome temporarily, slide the toggle to '''No'''.
  
To determine when an outcome becomes available, use the '''Active''' switch, which appears at the bottom of the page when you create or edit an outcome.
+
{{NoteFormat|To remove a segment permanently, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Delete|display text=delete it}} instead.|2}}
 
 
{{NoteFormat|To permanently remove the segment, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Delete|display text=delete it}} instead.|2}}
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=OutcomeDelete.png
 
|image=OutcomeDelete.png
|structuredtext={{NoteFormat|Deletion is permanent. To temporarily suspend the outcome from being available, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Activate|display text=deactivate it}} instead.|2}}
+
|structuredtext=To delete an outcome permanently, search for the outcome, click the '''Delete''' menu option, and then confirm.{{NoteFormat|To suspend the outcome from use temporarily, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#Activate|display text=deactivate it}} instead.|2}}<br />
 
 
#Click '''Admin'''.
 
#Under '''Altocloud''', click  '''Outcomes'''.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcomes#View|display text=Search for the outcome you want.}}
 
#Under options, click '''Delete'''.
 
#Click '''Yes'''.
 
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 13:51, November 4, 2020

Define business goals that you want to track and predict.

Prerequisites

Search for outcomes

Type one or more characters (not case-sensitive) for which to search. As you type, only the outcomes 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 an outcome

Tip
To simplify the process of creating an outcome, duplicate an existing outcome.
When creating an outcome:
  • Provide a descriptive name
  • Define conditions for at least one of the following attributes:
Important
You must specify as least one condition.

LIMITS

Add this to the bottom of the note in Create section when LIMITS go live:

  • For more information about the number of outcomes that you can create for your organization, see [[ATC/Limits|]].


Duplicate an outcome

To simplify the process of creating an outcome, you can duplicate an existing outcome. Search for the outcome to duplicate and then click the Duplicate menu option. The duplicate outcome displays in edit mode. Specify a new name for the duplicate outcome and then modify the remaining information as appropriate.
Important
Genesys Predictive Engagement scores the new outcome independently from the original outcome based on visit data gathered after you save and activate the new outcome. If you edit any of the conditions for the outcome, click the checkmark for each changed condition before you save the outcome.

Edit an outcome

To modify an outcome, search for it and then click the Edit menu option. The outcome displays in edit mode. Modify the information as appropriate.

Activate or deactivate an outcome

Outcomes are active by default.  When an outcome is active, it is ready to use on your web site. To deactivate an outcome temporarily, slide the toggle to No.

Tip
To remove a segment permanently, delete it instead.

Delete an outcome

To delete an outcome permanently, search for the outcome, click the Delete menu option, and then confirm.
Tip
To suspend the outcome from use temporarily, deactivate it instead.

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