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

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|gif=No
 
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|structuredtext=Segments identify and classify visitors based on their shared behavior and characteristics.
 
|structuredtext=Segments identify and classify visitors based on their shared behavior and characteristics.
 +
 +
Interested in examples? See the following articles:
 +
* {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=AttributesJourney|display text=Segment based on search queries}}
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* {{Link-SomewhereInThisManual|topic=Chat_with_customers_who_view_a_new_page|display text=Segment customers based on a smart tag}}
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
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|image=SegmentCreatePEPC.png
 
|image=SegmentCreatePEPC.png
 
|gif=No
 
|gif=No
−
|structuredtext=# Click '''Admin'''.
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|structuredtext={{NoteFormat|To simplify the process of creating a segment {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#Duplicate|display text=duplicate an existing segment.}}|2}}
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# Click '''Admin'''.
 
# Under '''Altocloud''', click  '''Segments'''.
 
# Under '''Altocloud''', click  '''Segments'''.
 
# Click '''Create Segment'''.
 
# Click '''Create Segment'''.
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# To make the segment active, leave the Active setting set to '''On'''.
 
# To make the segment active, leave the Active setting set to '''On'''.
 
# Click '''Save and close'''.
 
# Click '''Save and close'''.
−
{{NoteFormat|You can specify as many visitor attributes and visitor journey conditions as you want. You must specify at least one.|1}}
+
{{NoteFormat|You can specify as many conditions as you want. You must specify at least one.|1}}
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
−
|sectionHeading=Deactivate a segment
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|sectionHeading=Duplicate a segment
 
|Type=Structured
 
|Type=Structured
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|anchor=Duplicate
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|alignment=Horizontal
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|image=SegmentsDuplicate.png
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|gif=No
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|structuredtext=To simplify the process of creating a new segment, duplicate an existing segment.
 +
# Click '''Admin'''.
 +
# Under '''Altocloud''', click  '''Segments'''.
 +
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ViewSegments|display text=Search for the segment you want.}}
 +
# Under options, click '''Duplicate'''.
 +
# Update the segment name.
 +
# Update {{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=VisitorAttsJourney|display text=conditions}} as necessary.
 +
# Make any other changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#CreateSegment|display text=Create a segment.}}
 +
# Click '''Save and close'''.
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|fullwidth=No
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|Status=No
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}}{{Section
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|sectionHeading=Edit a segment
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|Type=Structured
 +
|anchor=Edit
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|alignment=Horizontal
 +
|image=SegmentsEdit.png
 +
|gif=No
 +
|structuredtext=# Click '''Admin'''.
 +
# Under '''Altocloud''', click  '''Segments'''.
 +
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ViewSegments|display text=Search for the segment you want.}}
 +
# Under options, click '''Edit'''.
 +
# Make any necessary changes. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#CreateSegment|display text=Create a segment.}}
 +
# Click '''Save and close'''.
 +
|fullwidth=No
 +
|Status=No
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}}{{Section
 +
|sectionHeading=Activate or inactivate a segment
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|Type=Structured
 +
|anchor=Activate
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|image=SegmentDeactivatePEPC.png
 
|image=SegmentDeactivatePEPC.png
 
|gif=No
 
|gif=No
−
|structuredtext=Deactivate a segment when you no longer need it.
+
|structuredtext=When you create a segment, it is automatically activated. This means it is ready to match users on your site.[[File:ActiveToggle.png]]
 +
 
 +
To determine when a segment matches users, use the '''Active''' switch, which appears at the bottom of the page when you create or edit a segment.
 +
 
 +
 
 +
{{NoteFormat|To permanently remove the segment, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#Delete|display text=delete it}} instead.|2}}
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|fullwidth=No
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|Status=No
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}}{{Section
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|sectionHeading=Delete a segment
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|Type=Structured
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|anchor=Delete
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|alignment=Horizontal
 +
|image=SegmentsDelete.png
 +
|gif=No
 +
|structuredtext={{NoteFormat|Deletion is permanent. To temporarily suspend the segment from matching, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#Activate|display text=inactivate it}} instead.|2}}
 
# Click '''Admin'''.
 
# Click '''Admin'''.
−
# Under '''Altocloud''', click '''Segments'''.
+
# Under '''Altocloud''', click '''Segments'''.
−
# Click the name of the segment you want to deactivate.  
+
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#ViewSegments|display text=Search for the segment you want.}}
−
# Click the '''Active''' toggle so it is gray.
+
# Under options, click '''Delete'''.  
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# Click '''Submit'''.
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# Click '''Yes'''.
−
 
 
−
{{NoteFormat|Do not delete segments.}}
 
 
|fullwidth=No
 
|fullwidth=No
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 11:10, June 11, 2019

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

Segments identify and classify visitors based on their shared behavior and characteristics.

Prerequisites

About segments

Segments identify and classify visitors based on their shared behavior and characteristics.

Interested in examples? See the following articles:

View your segments

  1. Click Admin.
  2. Under Altocloud, click Segments.
Tip
Search for a segment by its name or description. Search is case-insensitive.

Create a segment

Tip
To simplify the process of creating a segment duplicate an existing segment.
  1. Click Admin.
  2. Under Altocloud, click Segments.
  3. Click Create Segment.
  4. Use a descriptive name.
  5. Define at least one segment condition.
  6. Specify the color.
  7. To make the segment active, leave the Active setting set to On.
  8. Click Save and close.
Important
You can specify as many conditions as you want. You must specify at least one.

Duplicate a segment

To simplify the process of creating a new segment, duplicate an existing segment.

  1. Click Admin.
  2. Under Altocloud, click Segments.
  3. Search for the segment you want.
  4. Under options, click Duplicate.
  5. Update the segment name.
  6. Update conditions as necessary.
  7. Make any other changes. For more information, see Create a segment.
  8. Click Save and close.

Edit a segment

  1. Click Admin.
  2. Under Altocloud, click Segments.
  3. Search for the segment you want.
  4. Under options, click Edit.
  5. Make any necessary changes. For more information, see Create a segment.
  6. Click Save and close.

Activate or inactivate a segment

When you create a segment, it is automatically activated. This means it is ready to match users on your site.ActiveToggle.png

To determine when a segment matches users, use the Active switch, which appears at the bottom of the page when you create or edit a segment.


Tip
To permanently remove the segment, delete it instead.

Delete a segment

Tip
Deletion is permanent. To temporarily suspend the segment from matching, inactivate it instead.
  1. Click Admin.
  2. Under Altocloud, click Segments.
  3. Search for the segment you want.
  4. Under options, click Delete.
  5. Click Yes.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Segments (2024-10-06 21:07:44)"
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