Action maps

An action map represents the steps Altocloud will take when a customer satisfies the criteria you specify.

Design action maps

When you design action maps, consider the following points:

• If a visitor is progressing towards a business outcome, do not impede their progress by popping an unnecessary chat window. Intervene only when a visitor's activity indicates that they are no longer on track to achieve the outcome you want.
• Altocloud automatically tracks when a visitor:
  • Completes fields in a form
  • Abandons a page
  • Searches for something
  • Responds to a chat offer
  • Does not respond to a chat offer
  • Initially responds to a chat offer but then remains inactive until the offer times out
• Altocloud can also track custom events that you define. For example:
  • A customer adds an item to their shopping cart but then removed items or abandoned the shopping cart

View your action maps

1. Click Engagement > Action Maps.

Create an action map

1. Click Engagement > Action Maps.
2. Click Create. If this is your first action map, click Get Started.
3. Give the action map a descriptive name.
4. Define what triggers the action map:
   • The visitor does specific actions on your website
   • The visitor belongs to a particular group
5. Define how Altocloud should engage the customer.

Trigger based on customer activity

1. Under Choose customer engagement, click Customer activity.
2. Under Set conditions, define the activities you want to track.

Important

Specify as many conditions as you need. Altocloud evaluates the conditions in the order in which you define them.

Trigger based on segment assigned

1. Under Choose customer engagement, click Segment Assigned.
2. Select the segments.
3. To engage all visitors regardless of their persona, click All visitors.
4. To engage visitors based on their persona, click the applicable personas.
5. To create a new persona for this action map, click New persona.

Important

Use as many personas as you need.

Configure customer engagement

1. Select how Altocloud interacts with a customer.
   
   • Create a web chat offer present special opportunities to visitors in a chat window.
2. Select when the engagement begins.
3. Configure the time range and end date.

Important

Leave the Configure End Date option unselected if you want this engagement to last indefinitely.