Segmentation allows you to group relevant content for a specific group of users or Segments. By doing so, you can optimize the amount of content displayed in the Apty Client menu and users can concentrate on activities at hand.
Segmentation is a two step process:
1. Creating Segments and applying the required rules and conditions
The condition applied on any Segment must be True or False for any content to be available for that Segment in the Apty Client.
2. Assigning relevant content to the Segment
Once a Segment is created, you can assign the required content you want to display for users in that Segment. If no Segments are connected to your application, the Apty Client will display all the content created on your application.
A segment can be determined by its type:
| Segment Type | Description | Path to fetch the variable |
| App Variable |
App variable enables you to fetch specific information based on the user or enterprise attributes like roles, departments, geography, accounts, etc., and segment content to show to particular users. |
App Variable is only available for select applications like Salesforce Lightning, Workday, etc., and each of these applications has its own set of variables dependent on how those variables were acquired. Once the variables are integrated with Apty, you can see them in the Segment Rules dropdown in the Admin Portal. Note: To use this advanced functionality, please contact your Apty Customer Success Manager. |
| Custom |
Custom Script consists of attributes such as class, id, placeholder, etc., that will perform a required check and will return true or false that will determine a Segment’s connection with the application. key: id value: Lead_Tab |
Retrieve the custom label from the Custom JS tab within the Admin portal. (In case a custom script was utilized for segmentation.) |
| Local Storage |
Local storage is a property that allows apps to save key-value pairs in a web browser with no expiration date. The key:value pair in the local storage can be used as a display rule for Segments. key: userRole value: Manager |
Open the Developer tools panel>Application tab>Local Storage |
| Session Storage |
Session storage allows you to store data in the browser depending on the system memory and will clear all the data every time the browser is closed. The key:value pair in the session storage can be used as a display rule for Segments. key: yt-remote-cast-available.creation value: 1552596724267 |
Open the Developer tools panel>Application tab>Session Storage |
| Window Variable |
Window Variable rule can be used when you need to make the Segment available based on a global Javascript variable that is present in the application. key: Country value: US |
Open the Developer tools panel>Console tab>window.key
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| Browser |
Browser rule can be used to display the Segment for a selected browser or a list of browsers. |
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| OS | OS rule can be used to display a particular Segment based on the Operating System in use. | |
| Device | Device rule can be used to display a particular Segment based on the Device in use. | |
| Timezone |
Timezone rule can be used to display the Segment based on your system's local timezone. |
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| User ID |
User ID rule can be used to display the Segment based on the user's unique ID. |
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| Country |
Country rule can be used to display the Segment based on the user's place of residence. |