Difference between revisions of "ATC/Current/AdminGuide/Use the Architect flow with an action map"

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|DisplayName=Prepare Predictive Engagement components
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|DisplayName=Create an Architect flow action map
|TocName=Prepare Predictive Engagement
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|TocName=Create an Architect flow action map
|Context=Prepare action maps to use an Architect flow action.
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|Context=Create an action map to use an Architect flow action.
 
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**'''Journey''' > '''Action Map''' > '''Add''', '''Delete''', '''Edit''', and '''View'''
 
**'''Journey''' > '''Action Map''' > '''Add''', '''Delete''', '''Edit''', and '''View'''
 
|Section={{Section
 
|Section={{Section
|sectionHeading=Link the Architect flow action to an action map
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|sectionHeading=Create an action map to use an Architect flow
 
|anchor=ArchFlowActionMap
 
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|image=LinkArchitectFlow.png
 
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|structuredtext=Link an Architect flow action to an action map. The action map defines the conditions that trigger the Architect flow. You can either create an action map to link the Architect flow to, or link it to an existing action map.
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|structuredtext=After you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=prepare an Architect flow}}, create an action map to use the Architect flow. The action map defines the conditions that trigger the Architect flow.  
  
 
After selecting an Architect flow action for the action map, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=OverrideDefaultVariables|display text=override default variables}} with visitor-specific data. Then, specify when to activate the Architect flow action and the time period during which to use the Architect flow action. For more information about action maps, see [[Draft:ATC/Current/AdminGuide/About action maps|About action maps]].
 
After selecting an Architect flow action for the action map, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=OverrideDefaultVariables|display text=override default variables}} with visitor-specific data. Then, specify when to activate the Architect flow action and the time period during which to use the Architect flow action. For more information about action maps, see [[Draft:ATC/Current/AdminGuide/About action maps|About action maps]].

Revision as of 19:43, February 19, 2021

Create an action map to use an Architect flow action.

Prerequisites

Create an action map to use an Architect flow

After you prepare an Architect flow, create an action map to use the Architect flow. The action map defines the conditions that trigger the Architect flow.

After selecting an Architect flow action for the action map, override default variables with visitor-specific data. Then, specify when to activate the Architect flow action and the time period during which to use the Architect flow action. For more information about action maps, see About action maps.

Override default variables

Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, Overrides for Salesforce Lead Creation and Campaign Attribution integration.

Go-live checklist

When you are ready to go live with your integration, verify the following items:

  • In Genesys Predictive Engagement, is the action map that uses the Architect flow action active?
  • In Genesys Cloud:
    • Is the Genesys Cloud integration assigned to the Architect flow action active?
    • Are the Genesys Cloud data actions published?
  • In Architect, is the workflow saved and published?
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