How do I define segments and map them to specific tags within the helpbot widget?

Question

Use segment mapping to make sure people see information that's relevant to them.

Answer 1

Faqprime’s Helpbot feature includes a segment mapping feature that allows you to customize the content displayed to different user segments.

 

Here’s a two-step process to set it up:

1. Create Segments:

   • Go to the ‘Admin’ option in the right navigation of the Faqprime dashboard.
   • In the ‘Preferences’ tab, scroll down to the ‘Segmentation Configuration’ section.
   • Enter a list of segments (separated by commas) like new users, existing users, etc. Allowed characters are [A-Za-z0-9@,_ -]. ‘All’ is the default segment and would be added automatically.
   • Click on ‘Save’.

2. Add Segment Mapping on Helpbot Widget:

   • Go to the ‘Helpbot Widget’ on the right navigation on the dashboard.
   • Next, go to the ‘Segment Tag Mapping’ tab. You will see the segments you have created earlier here.
   • Add the tags separated by commas to each segment of users. These tags fetch the content associated with it, that is, the tag mentioned while writing the content.
   • The Helpbot will then display content tagged as mentioned to the mentioned set of segmented users.
   • Click on 'Save Options'

 

And that's it!