Segmentation with Desktop

Updated on June 2, 2019 Download PDFDownload as PDF
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Brief Overview

Segments allow you to push items to specific users or to remove items from a user’s view. To make your Smart 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.

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 the screen and in the Desktop Player Menu.

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

How It Works

Segmentation is an essential tool when building WalkMe Solutions on Desktop.

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.

Segmentation Center (Tags)

Currently, tags are available in Segmentation Center but can’t be segmented with a condition. As an alternative, WalkMe Desktop allows end-users to choose their segment(s) by selecting tag(s) and see in the Desktop Player Menu only the content that is added to that tag(s).

A selection box with the tags auto-plays once, the first time WalkMe Desktop is launched by the end-user (or once a day as long as the end-user hasn’t selected a Segment):

Later on, if end-users want to change their segment (or if any change was made in the tags) they can reopen the Segment selection box from the menu at any time:

Add content to your segment

You can also view and edit your segment:

Read more info about WalkMe segmentation here

Active Directory Segmentation

Supported since Version 3

WalkMe Desktop allows using active directory segmentation.

Note:

Label segmentation is not enabled yet.

Segmentation rules can be applied in limited places such as ShoutOuts play rules and Smart Walk-Thrus.

Using Active Directory Segmentation on ShoutOuts

  1. Open the ShoutOut settings, by clicking on the pencil 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 Organisational 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 ‘DeparmentX‘ may be assigned to the following groups:

Domain Users, Everyone, NY-Office, DepartmentX

Note:

To get users’ assigning to groups and organizational structure in Active Directory, please contact your IT department

To segment a ShoutOut for this user, we should choose ‘Active Directory’ in the rule type, choose ‘User Member of Group’ as a condition and type ‘DepartmetnX‘ in the variable field.

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

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