Difference between revisions of "ATC/Current/AdminGuide/Action maps"

From Genesys Documentation
Jump to: navigation, search
(Published)
(Published)
Line 3: Line 3:
 
|DisplayName=Create an action map
 
|DisplayName=Create an action map
 
|TocName=Create an action map
 
|TocName=Create an action map
−
|Context=Learn how to create an action map that {{MINTYDOCSPRODUCT}} uses to engage visitors.
+
|Context=Learn how to create an action map that {{MINTYDOCSPRODUCT}} uses to engage visitors.{{BarbDeprecation|Link={{Link-Standalone|topic=ATC/Deprecation-Select_trait_mapper_traits}}}}<br />
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
Line 11: Line 11:
 
**'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' (to create action maps)
 
**'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' (to create action maps)
 
**'''Journey '''>''' Action Target '''> '''View''' (to select a team to handle interactions from the action map)
 
**'''Journey '''>''' Action Target '''> '''View''' (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 that you want to track (to trigger the action map based on pageview events)
+
*Deploy one of the following:
−
*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 that you want to track.
+
**For Genesys Cloud customers using web messaging, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Messenger_configuration|display text=configure and deploy Genesys Messenger}}.
 +
**For all other customers, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=deploy the tracking snippet}}.  
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments|display text=Create segments}}.
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments|display text=Create segments}}.
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_outcomes|display text=Create outcomes}}.
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_outcomes|display text=Create outcomes}}.
Line 55: Line 56:
 
|sectionHeading=AI-23 Add to High-level steps section
 
|sectionHeading=AI-23 Add to High-level steps section
 
|alignment=Vertical
 
|alignment=Vertical
−
|structuredtext=For more information about the number of action maps that you can create for your organization, see {{Link-Standalone|topic=ATC/Limits}}.
+
|structuredtext=For more information about the number of action maps that you can create for your organization, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Object_limits|display text=Limits for Genesys Predictive Engagement objects}}.
 
|Status=Yes
 
|Status=Yes
 
}}{{Section
 
}}{{Section

Revision as of 13:07, May 13, 2021

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

Learn how to create an action map that Genesys Predictive Engagement uses to engage visitors.

Feature deprecation: For more information, see Deprecation: Select mappable customer traits.


Prerequisites

High-level steps

Important
Some options are only available for certain actions.
  1. Specify a descriptive name for the action map.
  2. Specify what triggers the action map.
  3. Specify the action to take when the action map triggers.
  4. Configure an outcome probability.
  5. Specify the webpages where you do or don't want the action map to trigger.
  6. If the action map is for a web chat offer:
    a. To route the action map to a specific agent queue, select an agent queue.
    b. To only present chat offers when agents are available to receive them, select a schedule group.
  7. To ignore the global frequency cap settings and always offer web engagements that this action map qualifies, override the frequency cap for this action map.
  8. To prioritize this action map relative to other action maps, set its priority.

AI-270 Replace High-level steps section

Important
Some options are only available for certain actions.
  1. Specify a descriptive name for the action map.
  2. Set the action map's priority relative to similar action maps.

    3. Tip
    The action map is active and ready to trigger on your site by default. To prevent the action map from triggering on your site, slide the toggle to No.
  3. Select the action to take when the action map triggers.
  4. Specify what triggers the action map (segment, visitor activity, outcome).
  5. Specify the webpages where you do or don't want the action map to trigger.
  6. If the action map is for a web chat offer:
    1. To route the action map to a specific agent queue, select an agent queue.
    2. To only present chat offers when agents are available to receive them, select a schedule group.
  7. To ignore the global frequency cap settings and always offer web engagements that this action map qualifies, override the frequency cap for this action map.

AI-23 Add to High-level steps section

For more information about the number of action maps that you can create for your organization, see Limits for Genesys Predictive Engagement objects.

Example: How to create an action map

This video shows how to create an action map for offering a proactive chat to visitors on your website.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Action_maps (2024-11-09 11:22:13)"
Comments or questions about this documentation? Contact us for support!