Segmentation

Updated on June 18, 2019 Download PDFDownload as PDF
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The material in this article applies to both Smart Walk-Thrus and Walk-Thrus.

Brief Overview

Segments allow you to divide your WalkMe content into different “use cases” and to push items to specific users or to remove items from a user’s view according to the segment you defined.

For example, to make a Smart Walk-Thru visible to some user groups but not others, you can segment it using the Segmentation Center, to only display to specific users by creating a rule according to the user’s ID.

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 Player Menu.

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.

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. Items with no segment will always appear.

Segmentation Center

Open the Segmentation Center by clicking the Tag icon (see above).

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.

Pro-Tip: When adding multiple segments to one item from the Segmentation Center, they will be evaluated with an OR relationship; this means that the item to which the segments are applied will appear if ANY of the applied segments evaluate as true.

Defining 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 a created 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.

Advanced Segmentation

Using Multiple Statements

Using multiple statements relies on understanding the Rule Engine. Please visit the Using Multiple Statements section of the Rule Engine article.

Grouping Statements

Grouping statements statements together also relies on understanding the Rule Engine. Please visit the Grouping Statements section of the Rule Engine article.

Adding Items to Segments

Enter a segment to add multiple items at once. Click Add 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 a segment’s rule anytime by clicking the rule icon. Items can be removed from a segment by hovering over the item and clicking Remove.

Filtering Based on Segments

After creating your segments, you can filter your items in the 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, with 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 be configured within your environment and can then be read by WalkMe to segment items.

Tip

A Variable can also track individual users for Onboarding, segmentation and analytics purposes.

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.

Dynamic Text

When using Dynamic Text, make sure to segment items so they are targeted and contextual to the right customers.

For example, you might want a ShoutOut to notify a user of the number of days left in his/her two-week trial membership once there are four or fewer days left. You can create a segment for users with four or fewer days remaining using a variable:

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 WalkMe content 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 content 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 items will be visible in the Editor as you work.

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