23.5 Apply personalization in an email message

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 --aepTenantId--. You can do this by clicking the text Production Prod in the blue line on top of your screen.

Journey Optimizer

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.

Journey Optimizer

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

Journey Optimizer

Click Confirm.

Journey Optimizer

Click Email Designer.

Journey Optimizer

You’ll then see this.

Journey Optimizer

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

Journey Optimizer

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

Journey Optimizer

You’ll then see this:

Journey Optimizer

Open the dropdown menu and select Segment Membership.

Journey Optimizer

NOTE

If you can’t find your segment in this list, scroll down a bit to find instructions on how to retrieve the segment ID manually.

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:

Journey Optimizer

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:

Journey Optimizer

NOTE

If you can’t see your segment in the list, you’ll need to retrieve the Segment ID manually. Please follow these steps:

Go to Segments.

Journey Optimizer

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.

Journey Optimizer

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.

Journey Optimizer

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.

NOTE

Replace 9c767aca-1dc5-4a65-a5fb-c71dae6ded3b in the below code by the segment ID of your segment named ldap - API - All Female Customer, which you retrieved in the previous exercise.

{%#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.

Journey Optimizer

Click Save.

Journey Optimizer

NOTE

There currently is an issue with the Preview feature, which currently will show an error when you try to use it in this context.

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

Journey Optimizer

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

Journey Optimizer

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

Journey Optimizer

Click Publish again.

Journey Optimizer

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

Journey Optimizer

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.

Journey Optimizer

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

Journey Optimizer

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.

Journey Optimizer

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

Journey Optimizer

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.

Journey Optimizer

Click on the Publish button in the journey.

Journey Optimizer

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

Journey Optimizer

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.

Journey Optimizer

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

Journey Optimizer

Click Confirm.

Journey Optimizer

Click Email Designer.

Journey Optimizer

You’ll then see this.

Journey Optimizer

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.

Journey Optimizer

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.

Journey Optimizer

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

Journey Optimizer

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.

Journey Optimizer

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.

Journey Optimizer

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.

Journey Optimizer

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

Journey Optimizer

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.

Journey Optimizer

Next, click Preview.

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

Journey Optimizer

Finally, click Save.

Journey Optimizer

You have finished this exercise.

Next Step: 23.6 Setup and use push notifications for iOS

Go Back to Module 23

Go Back to All Modules

On this page