In our use case, we want to use personalization data for our messages. We also need to check if the person is a loyalty member and has not been contacted in the last 24 hours. This information is stored in the Real-time Customer Profile database. The technical user needs to configure the Adobe Experience Platform data source to retrieve those fields.
For additional information on data source configuration, refer to this page.
In the menu pane, select Admin. In the Data sources section, click Manage.
Select the build-in Adobe Experience Platform data source.
In the pre-configured group fields, check that the following fields are selected:
Click Add a New Field Group, select a Profiles schema and add the Loyalty member field for our condition. The Loyalty member field is a custom field and was added in XDM: “_customer > marlton > loyaltyMember”
Click Add a New Field Group, select an ExperienceEvent schema and choose the fields needed for our condition on the number of messages sent in a given period: timestamp for the date and directMarketing > sends > value for the number of messages sent.
We also need to check if the person has a reservation in the hotel reservation system. The technical user needs to configure a second data source to retrieve this field.
In the list of data sources, click Add to add a new external data source to define the connection to your hotel reservation system.
Enter a name for your data source and the URL of the external service, for example: https://marlton.com/reservation
We strongly recommend using HTTPS for security reasons.
Configure the authentication depending on the external service configuration: No authentication, Basic, Custom or API key. In our example, we choose “Basic” for the type and specify the username and password for the API call.
Click Add a New Field Group to define the information to be retrieved and the API parameters. For our example, there is only one parameter (the id), so we need to create one field group with the following information:
"reservation" : true
The data sources are now configured and ready to be used in your journey.