Consider setting up Content Analytics for all users on your application by creating a universal default segment inclusive of all users, irrespective of their roles or departments, instead of creating separate segments for each user group.
Warning:
Ensure to create the default segmentation before creating any content as it is a prerequisite to view the Apty Content Analytics.
Segment Creation Process
To create a default segment for all users:
1. Login to your Admin Portal.
2. Select your Application from the left panel and then click the gear icon to customize segmentation.
3. Click Segmentation on the Manage Current Application page.
4. Click New Segment.
5. Enter the following IF condition.
- Select Browser from the variable dropdown.
- Select not equal from the operator dropdown.
- Input 'xyz' in the key field.
6. Toggle on the Enable button.
7. Click Save.
Info:
Here, an arbitrary value, xyz, is used to encompass all users, irrespective of their browser (e.g., Chrome, Edge). Additionally, xyz is included to avoid impacting legacy data prior to the implementation of this segment.
Content Allocation
1. Click the Manage and then select User Segments to manage which Apty Content can be accessed by the All Users Segment.
2. Click the vertical ellipsis icon and then click Manage Access.
3. Select the Apty Content you want to add to the segment and then click Save.
Checklist Allocation in a Segment
1. Navigate to Manage > Checklists.
2. On the Checklist page, click on vertical ellipses of the Checklist you want to include in the segment.
3. Click on Edit.
4. Select the Target to Segment option and select the All Users Segment.
5. Click Save.
Testing in Non-Production Environments
1. Toggle off the Enable button. This will make the segment rules editable.
2. Add the condition as in the screenshot attached below to your All Users Segment. (If the value is not available on your dropdown list, you can manually enter it into the field and press Enter/Return).
IF Condition:
Select Browser from the variable dropdown
Select not equal from the operator dropdown
Input 'xyz' in the key field.
AND Condition:
Select Window Variable from the variable dropdown
Input 'location.href' in the key field
Select contains from the operator field
Input the Non-Production URL in the key field
3. Once you've made your changes, toggle on the Enable button, and then click Save to apply the changes.
4. After saving your changes, navigate to your non-production environment to test the segment rules and ensure they're working as expected.
Info:
- The AND condition below is added to ensure that it is only visible in the non-production environment for testing purposes.
- Before assigning content, we can verify by enabling the segment; if it's connected, we should observe an empty widget, as opposed to one with content in production.
Transitioning Segment to Production Environment
1. Toggle off the Enable button.
2. Add the condition as in the screenshot attached to your All Users Segment.
Select Browser from the variable dropdown
Select not equal from the operator dropdown
Input 'xyz' in the key field.
3. Once you've made your changes, toggle on the Enable button, and then click Save to apply the changes.
You can now seamlessly use Content Analytics for your application.