23.2 Configure a trigger-based journey - Account Creation

Login to Adobe Experience Cloud by going to Adobe Experience Cloud. Click Adobe Journey Optimizer.

Journey Optimizer

You’ll be redirected to the Home view in Journey Optimizer.

Journey Optimizer

Before you continue, you need to select a sandbox. The sandbox to select is named --aepSandboxId--. You can do this by clicking the text Production Prod in the blue line on top of your screen.

Journey Optimizer

23.2.1 Configure your trigger-based journey

Go to Journeys.

Journey Optimizer

Search for your ldap.

Journey Optimizer

Search and find the Account Creation Journey that you created in Module 6 - Journey Orchestration and which you updated in Module 17 - Adobe Experience Platform and Microsoft Dynamics 365. It should be named ldap - Account Creation Journey. Click the journey name to open it.

Journey Optimizer

In the top-right corner, find the Duplicate button and click on the arrow next to it. Click Create a new version.

Journey Optimizer

Click on the Create a new version button in the pop-up window. Your journey will now be editable.

Journey Optimizer

Select the Email action in your journey, this will display a menu on the right side of the screen. This Email action relies on Adobe Campaign Standard to send out emails. In this exercise, that now needs to change to use Journey Optimizer for sending email messages.

Click Delete.

Journey Optimizer

Confirm the Delete action by clicking a second time on that button.

Journey Optimizer

You now need to replace this action by a Message action. In the left menu, find the Actions section and drag and drop a Message action in the circle which is now empty in your journey.

Journey Optimizer

Link the rest of your journey to the outbound transition of the Message activity that you just drag and drop.

Journey Optimizer

Click on the Message activity to display the menu on the right side. Click Select a message.

Journey Optimizer

Enter your ldap to see your messages.

Journey Optimizer

Select the new message you created in the previous exercise, which is named ldap - Registration Email. Click Select.

Journey Optimizer

You’ll then see this. Click Ok.

Journey Optimizer

Your updated Account Creation Journey is now ready to be published. Click Publish.

Journey Optimizer

Click Publish again.

Journey Optimizer

Your Account Creation Journey has now been successfully updated and from now on will deliver the account registration email using a Journey Optimizer message.

Journey Optimizer

23.2.2 Configure/Verify Test Profile creation

In the next exercise, you’ll test your trigger-based journey and to do so, you’ll create a new profile in Adobe Experience Platform.
In order to test and preview messages built in Journey Optimizer, you need to mark that profile as a Test Profile. As you can see, marking a profile as Test Profile has been facilitated by adding a checkbox on the Create Account screen of the demo website. When you check that checkbox, Adobe Experience Platform will mark a profile as Test Profile.

Journey Optimizer

To make this work, you need to verify the setup of your Adobe Experience Platform Data Collection Client property, and more specifically, the All Authenticated Pages rule. Click Custom Code.

Journey Optimizer

You’ll see this. Click Open Editor.

Journey Optimizer

You’ll then see this.

Journey Optimizer

Scroll down to line 24, you should have this line of code there. If you don’t have it, copy the below line of code and paste it on line 24 as indicated.

"testProfile": Boolean(localStorage.getItem("testProfile")),

Journey Optimizer

Scroll down to line 59, you should have this line of code there. If you don’t have it, copy the below line of code and paste it on line 59 as indicated.

"brandLogo": _satellite.getVar('brandLogo'),

Journey Optimizer

Click Save followed by clicking Keep Changes and then click Save again.

Don’t forget to publish the changes by going to Publishing Flow, adding the changes to your Development library and then click Save & Build to Development.

23.2.3 Test your trigger-based journey

Let’s test the updated journey by creating a new account on the demo website.

Open a new, clean incognito browser window and go to https://public.aepdemo.net.

You’ll then see this.

Launch Setup

Enter your Configuration ID and click Load Configuration. Your configuration is then loaded.

Launch Setup

Scroll down and click Save Configuration.

Launch Setup

You’ll then be redirected to the Admin homepage. Go to Select LDAP. Select your LDAP and click Save.

Launch Setup

You’ll then be redirected to the Admin homepage. Go to Select Brand and select the brand Luma, click Save.

Launch Setup

You’ll then be redirected to the Admin homepage. Click the Luma logo.

Launch Setup

You’ll then see the Luma homepage.

Launch Setup

Go to Login/Register. Fill out the form and click Create Account. Don’t forget to check the checkbox for Test Profile.

Journey Optimizer

Within a few seconds you’ll receive the new Account Creation email served by Journey Optimizer in your inbox.

Journey Optimizer

You’ll also notice that when you change brands on the demo website, that the brand logo and brand name in the email will also dynamically change:

Journey Optimizer

You have finished this exercise.

Next Step: 23.3 Configure a trigger-based journey - Order Confirmation

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