Segmentation with Desktop Legacy

Brief Overview

Segments allow you to make your WalkMe content visible to some user groups, but not others. 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 the screen and in the Widget.

• Segment WalkMe content to specific users for more targeted guidance
• Organize your content using the Segmentation Center to create dedicated Desktop Application folders

Segmentation

Active Directory Segmentation

Example: Using Active Directory Segmentation on ShoutOuts

1. Open your ShoutOut and click on the Settings icon
2. In the Engagement tab, select Play according to a rule
3. Create a rule using Active Directory

When using Active Directory users are assigned to Security Groups and Organizational Units (OU).

This system allows you to create a rule either by the user's assignment to an OU ("User is / (Not) under OU") or user's belonging to a group ("User Member / (Not Member) of Group").

For example, A user in 'DepartmentX' may be assigned to the following groups:

• Domain Users
• Everyone
• NY-Office

To segment a ShoutOut for this user, you should create an Active Directory rule type, choose User Member of Group as a condition, and enter DepartmentX in the variable field.

As a result, the ShoutOut will only appear for users in DepartmentX.

Segmentation with IDP

Segmentation is also available using IDP data. Before this can be enabled an integration must be configured from Insights to your chosen system. After this is completed, please contact your Customer Success Manager or WalkMe contact to have it enabled.

IDP Integration