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Segmentation with Desktop and Workstation

Updated on May 3, 2020 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 WalkMe content visible to some user groups but not others, you can segment them out by creating Segments in the Manage Segments Menu. 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 Widget.

  • 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 and Workstation.

Before any of the items that have been segmented using Display Conditions or a Segment appear in the Player Menu or on the screen, WalkMe will evaluate that the associated rule is true. Any rule type can be used to create segmentation.

Display Conditions and Segment rules can be created with any of the available conditions from the Rule Engine. For example, you can create a Segment to organize and filter your WalkMe items by variable, date, on-screen element, or even by IDP data.

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

Items with no Display Conditions or a Segment will always attempt to appear.

Please Note:

Segmentation using on-screen elements is not available on Desktop Workstation.

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)

WalkMe Desktop allows end-users to choose their segment(s) by selecting tag(s) and see in the Desktop Player Menu (widget) 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 for Windows

WalkMe Desktop and Workstation allow segmentation using active directory.

Example: 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, you 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.

Segmentation with IDP

Segmentation is also available using IDP data. For this to be enabled, an integration must be configured from Insights to your chosen system. After this is completed, please contact your Account Manager to enable.

For more information on IDP integration and the steps involved in creating the integration from Insights

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