Segmentation Rules and Conditions

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.png

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.

custom_script.png

key: id

value: Lead_Tab

Open the Developer tools panel>Elements tab> inspect.png Select an element on the page to inspect its key:value pair.

For example,

custom_variable.png

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.

local_storage.png

key: userRole

value: Manager

Open the Developer tools panel>Application tab>Local Storage

local_variable.png

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.

session_storage.png

key: yt-remote-cast-available.creation

value: 1552596724267

Open the Developer tools panel>Application tab>Session Storage

session_variable.png

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.

window_variable.png

key: Country

value: US

Open the Developer tools panel>Console tab>window.key

 

Browser

Browser rule can be used to display the Segment for a selected browser or a list of browsers.

Browser.png

 

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.

Timezone.png

 

User ID

User ID rule can be used to display the Segment based on the user's unique ID.

user_id.png

 
Country

Country rule can be used to display the Segment based on the user's place of residence.

country_variable.png