Quick Start

Key steps to start

With Adobe Journey Optimizer, you can import existing message content or design a new content, personalize messages with customer profile data, create events to trigger messages, define segments and refine audiences, send multi-channel messages, create and add offers, and access a complete set of reporting and monitoring tools to measure the impact of your messages and customer journeys.

Based on your organization, you can define several types of users and grant them access to certain capabilities depending on their permissions.

Prepare and configure your environment

Before starting using Adobe Journey Optimizer, several steps are required to prepare your environment.

As a System Administrator, you need to understand product profiles and assign permissions for sandbox administration and channel configuration. You also need to setup sandbox(es) and manage them for the available product profiles.
You will then be able to assign team members to product profiles and setup channel configuration for messaging.

Learn more in the following pages:

  • Get started with product profiles and permissions

  • Set user permissions and give access to your team members. Read more

  • Deploy Adobe Experience Manager Assets Essentials to manage assets and images in your messages: users who need access to Assets Essentials must be a part of the Assets Essentials Consumer Users or/and Assets Essentials Users Product profiles. Read more

  • Configure your channels and define your email and push notification settings. Read more

  • Define your presets and configure your branding parameters. Read more

  • Manage sandboxes to partition your instance into separated virtual environments. Read more

Prepare your data and configure your journeys

As a Data Administrator, you need to identify data and create schema and dataset to get your data into Adobe Experience Platform.

Steps to create an identity namespace and a dataset enabled for profiles, and create segments and test profiles are detailed in the sections below:

In addition, to be able send messages in journeys, you must configure Data Sources, Events and Actions. Learn more in this section

Create messages, offers and journeys

As a Journey Practicioner, refer to the following sections to set up your first journey, add offers, assets and send messages:

  • Create messages: access messages, design or load email and push content, add personalization and preview messages. Read more

  • Upload assets: use Adobe Experience Manager Assets Essentials to manage assets and images. Read more

  • Add offers: Use Journey Optimizer Decision Management to add personalized offers in your messages. Read more

  • Create journeys: send messages, leverage contextual data, refine audiences, design and execute multi-step use case. Read more

  • Monitor messages and journeys: control message execution, check message and journey reports, follow-up deliverability metrics. Read more

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