23.5 Apply personalization in an email message

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

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

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

23.5.1 Segment-based personalization

In this exercise you’ll improve your newsletter email message with a personalized text based on segment membership.

Go to Messages. Find the newsletter email that you have created in the previous exercise. Search for ldap - Newsletter. Click your message to open it.

You’ll then see the message dashboard. Click Modify.

Click Confirm.

Click Email Designer.

You’ll then see this.

Open Content Components and drag a Text component below the current newsletter content.

Select the whole default text and delete it. Then click on the Add personalization button in the toolbar.

You’ll then see this:

Open the dropdown menu and select Segment Membership.

If you’re able to see the segment named ldap - API - All Female Customer, which you created as part of Module 3, select it and click the + icon, which should look like this:

You should then leave the first line as it is, and replace line 2 and 3 by this code:

Psssst... a private sale in the women category will launch soon, we will keep you posted {%else%} Thanks for taking the time to read our newsletter. Here is a 10% promo code to use on the website: READER10 {%/if%}

You’ll then have this:

Go to Segments.

Search for the segment you have created in a previous module named ldap - API - All Female Customer and replace ldap by your ldap. For instance, vangeluw - API - All Female Customer. Click to open the segment.

You’ll find the segment ID in the Segment summary. Copy the value, in this example 9c767aca-1dc5-4a65-a5fb-c71dae6ded3b and keep it handy as you will need it shortly.

Copy the below code and paste it into the editor. This code is a basic if/else statement that uses the segmentMembership status to find out if the profile is qualified for that specific segment.

{%#if profile.segmentMembership.get("ups").get("9c767aca-1dc5-4a65-a5fb-c71dae6ded3b").status = "existing"%} Psssst... a private sale in the women category will launch soon, we will keep you posted {%else%} Thanks for taking the time to read our newsletter. Here is a 10% promo code to use on the website: READER10 {%/if%}

After having either automatically or manually retrieved your segment ID and having completed the personalization code, continue with the next steps.

Click Validate to make sure the code is correct.

Click Save.

You can now save this message by clicking the Save button in the top-right corner.

Go back to the message dashboard by clicking the arrow next to the subject line text in the top-left corner.

You now need to re-publish your journey. Click Publish.

Click Publish again.

Wait until you see a green confirmation pop-up at the bottom of the screen indicating that the message is published.

Go to Journeys. Find the newsletter journey you just created (you can search for ldap - Newsletter). The journey status could be Live, or Closed if the journey has already run. A closed journey can’t be changed anymore.

Click on the 3 dots next to your journey name and click on Duplicate. This will create a copy of your journey.

You’ll now see your duplicated journey in the list which is named like the initial journey with a _Copy suffix. For example vangeluw - Newsletter_Copy. Click to open this journey.

First let’s change the name of this journey. Click the pencil icon to edit your journey properties.

Rename your journey, use this new name: ldap - Newsletter with segment-based personalization and replace ldap by your ldap. For example: vangeluw - Newsletter with segment-based personalization.

Change your Schedule to As soon as possible. Click Ok.

Click on the Publish button in the journey.

In the pop-up window, click on the Publish button

Your basic newsletter journey is now published. Your newsletter email message will be sent immediately, and your journey will stop as soon as the last email has been sent.

23.5.2 Offer-based personalization

In this exercise you’ll improve your newsletter email message with a personalized offer based on the Offer Activity you created as part of Module 14 - Offer Decisioning.

Go to Messages. Find the newsletter email that you have created in the previous exercise. Search for ldap - Newsletter. Click your message to open it.

You’ll then see the message dashboard. Click Modify.

Click Confirm.

Click Email Designer.

You’ll then see this.

In the menu, go to Content Components. Select the Offer decision component and drag and drop this component in the email’s content offer placeholder as indicated.

Click on the Offer decision component that you just dragged and dropped inside the email content. You’ll then see a similar menu on the right-hand side. Click Select Offer decision.

First, let’s select the type of placement that you want to include in the email. In the Placements dropdown menu select Email - Image

Next, you’ll see the list of applicable Offer Decisions that are available for that placement. Retrieve the Decision that you configured in Module 14 - Offer Decisioning (you can use the search box and type your ldap). Select your Decision and click Add.

You now see all Personalized Offers and the Fallback Offer being visualized inside the email designer. Click Preview to preview the email message with a real customer profile.

Start by identifying which profile you want to use for the preview. Select the email namespace by clicking on the icon next to Enter identity namespace field.

In the list of identity namespaces, select the Email namespace. Click Select.

In the Identity value field, enter the email address of a previous demo profile that is already stored in the Real-time Customer Profile. For example woutervangeluwe+19042021-22@gmail.com and click on the Find Test Profile button.

Next, click Preview.

Once the email has been displayed and the offer is correctly displayed click on the Close button.

Finally, click Save.

You have finished this exercise.

Next Step: 23.6 Setup and use push notifications for iOS

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