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Segmentation Center

Last Updated: Apr 21, 2017 10:15AM PDT

BUILD

Segmentation


This Article Will Help You:
  • Segment Walk-Thrus and other Apps to target specific user groups
  • Use a Rule to define a Segment based on user location or role
  • Add or remove items from a Segment
  • Utilize the Segmentation Center to Organize items in the Editor
  • Differentiate the Segmentation Center from Local Segmentation


The Short Version

Segments allow you to push items to specific users or to remove items from a user’s view. To make your Walk-Thrus be visible to some user groups but not others, you can segment them out using the Segmentation Center. You can also further refine the display conditions with local segmentation.
 

Let's Talk A Bit More

Purposeful Segmentation is an important part of your builds. If WalkMe items aren’t relevant to certain users or under certain conditions, they can be hidden using Segmentation. This will allow your users to focus on the available tasks and reduce clutter on screen and in the Player Menu.

Segments will only affect what you see in the WalkMe Editor (not to the end user) until you define a Segment with a Rule. Segments can be created with any of the buildable conditions from the Rule Engine. For example, you can create Segments to organize and filter your WalkMe items by variable, date, on screen element, or even by URL.

The Segments of your items get checked as soon as WalkMe loads on a page. Before any items become visible, the Segment must be True. Items with no Segment will always appear.
 

Deep Dive

How it Works
Before any of the items in a Segment appear in the Player Menu or on screen, WalkMe will check that the associated Rule is true. Any Rule Type can be used to create a Segment. A Segment is only checked once, when the page loads: it cannot be based on an on screen element that does not appear immediately on the page.

Most Apps in the Editor can be segmented to appear for target audiences: Walk-Thrus, Launchers, Resources, Shuttles, Surveys, Smart Tip Sets, and ShoutOuts can each have Segments (Help Desk and Live Chat cannot be segmented).

Segments can be applied in two ways: globally through the Segmentation Center or locally to an individual item.

Segmentation Center
Use the Segmentation Center to create global segments. These are segments to which other relevant items can easily be added. Create global segments for rules you are likely to repeat.



Add and Define New Segments
The Segment is first created in the Segmentation Center and then relevant items are added to the Segment.

After adding items to a segment, create a Rule to define the Segment.


Any Rule Type can be used to create a Segment. The following Rule was created to define the Managers Segment:


Before any of the items in a segment appear in the Player Menu, WalkMe will check that the associated Rule is true. WalkMe will only show the items you have added to the Segment when the Rule for the Segment is true. A Segment is only checked once when the page loads; it cannot be based on an on screen element that does not appear immediately on the page.

Adding Items to Segments
Enter a Segment to add multiple items at once. Click + New Item to select which items to add to the Segment. To add an item to a Segment click Add.


Editing Existing Segments
The name and color of a Segment can be changed by clicking the pencil icon . Edit the Rule of a Segment any time by clicking the rule icon. Items can be removed from within the Segment by hovering over the item and clicking Remove.
 

Filter Items Based on Segments

After creating your Segments, you can filter your items in your editor by clicking the Filter icon and checking the Segments you want to view. This will not affect the end-user's view.

 


Local Segmentation
Local Segmentation is used to further specify conditions under which a single item should appear. This Segment is created in the individual item using the Create a Display Segment button. This opens the Rule Engine in which a Segment can be defined. Use Local Segmentation for Rules you are unlikely to repeat, such as a specific page.

Segmentation can also be applied locally in other Apps.  

Rules to Use in Segmentation
Although any Rule can be used in Segmentation, User Variables and URL are the most commonly used Rule Types.


User Variables
User Variables are the most widely used and versatile Rule Type for Segments. Depending on its configuration, a Variable can store information about a user’s role, access level, and even time within the organization. Variable names and values must configured within your environment and can then be read by WalkMe to Segment items.
Tip: A Variable can also track individual users for Onboarding. See our Cheat Sheet in the Related Resources at the bottom of this article.

URL
Rules based on URL are ideal for identifying specific pages on which a WalkMe item should appear. URL based Segments are especially useful with Launchers, when it should only appear on a specific page. This type of Rule can also be used with Resources to limit articles and videos from appearing where they are not relevant.

 

Try it Out

Try to create a Segment for your users; Think about how you can identify these users using a User Variable, URL, or On Screen Element to identify who should see a particular item. Add all the relevant items to the Global Segment and save your work.

Use the Segmentation center to organize your Walk-Thru items internally. Create a Segment for the different stages of the production process: In Development, Testing, Ready to Publish, and Live. If there is more than one WalkMe Builder on your team you might also consider creating a Segment for each user. Be sure to leave the Rule for these Segments blank. Use the filter function to select which Walk-Thrus will be visible in the Editor as you work.
 
 
Related Resources

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