10.2 Configure a batch-based newsletter journey

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

ACOP

You’ll be redirected to the Home view in Journey Optimizer. First, make sure you’re using the correct sandbox. The sandbox to use is called --aepSandboxId--. To change from one sandbox to another, click on PRODUCTION Prod (VA7) and select the sandbox from the list. In this example, the sandbox is named AEP Enablement FY22. You’ll then be in the Home view of your sandbox --aepSandboxId--.

ACOP

10.2.1 Create newsletter journey

You’ll now create a batch-based journey. Unlike the event-based journey of the previous exercise which relies on incoming experience events or segment entries or exits to trigger a journey for 1 specific customer, batch-based journeys target a whole segment once with unique content like newsletters, one-off promotions, or generic information or periodically with similar content sent on a regular basis like for instance birthday campaigns and reminders.

In the menu, go to Journeys and click Create Journey.

Journey Optimizer

On the right-hand side you will see a form where you need to specify the journey name and description. Enter the following values:

  • Name: --demoProfileLdap-- - Newsletter Journey. For instance: vangeluw - Newsletter Journey.
  • Description: Monthly Newsletter

Click Ok.

Journey Optimizer

Under Orchestration, drag and drop Read Segment onto the canvas. This means that, once published, the journey will start by retrieving the whole segment audience, which then becomes the target audience of the journey and message. Click Select a segment.

Journey Optimizer

In the Choose a segment popup, search for your ldap and select the segment you created in Module 6 - Real-time CDP - Build a segment and take action named --demoProfileLdap-- - Interest in PROTEUS FITNESS JACKSHIRT. for example: vangeluw - Interest in PROTEUS FITNESS JACKSHIRT. Click Save.

Journey Optimizer

Click Ok.

Journey Optimizer

In the left menu, find the Actions section and drag and drop an Email action onto the canvas.

Journey Optimizer

Set the Category to Marketing and select an email surface that enables you to send email. In this case, the email surface to select is Email. Ensure that the checkboxes for Clicks on email and email opens are both enabled.

ACOP

The next step is to create your message. To do that, click Edit content.

ACOP

You now see this. Click the Subject line text field.

Journey Optimizer

Enter this text for the subject line: Luma Newsletter - your monthly update has arrived.. Click Save.

Journey Optimizer

You’ll then be back here. Click Email Designer to start creating the email content.

Journey Optimizer

You’ll then see this. Click Import HTML.

Journey Optimizer

In the pop-up screen, you’ll need to drag and drop the HTML file of the email. You can find the HTML template here. Download the zip-file with the HTML template to your local machine and unzip in onto your desktop.

Journey Optimizer

Drag and drop the file ajo-newsletter.html to upload it in Journey Optimizer. Click Import.

Journey Optimizer

This email content is ready to go since it has all the expected personalization, imagery and text. Only the offer placeholder is left empty.

You might get an error message: Error when trying to fetch assets. This is linked to the image in the email.

Journey Optimizer

If you get this error, select the image and click the Edit image button.

Journey Optimizer

Click Assets Essentials to go back to your AEM Assets Essentials library.

Journey Optimizer

You’ll then see this popup. Navigate to the folder enablement-assets and select the image luma-newsletterContent.png. Click Select.

Journey Optimizer

Your basic newsletter email is now ready. Click Save.

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

Click the arrow in the top left corner to go back to your journey.

Journey Optimizer

Click Ok to close your email action.

Journey Optimizer

Your newsletter journey is now ready to be published. Before you do so, notice the Schedule section where you can switch this journey from being a one-off to a recurring campaign. Click the Schedule button.

Journey Optimizer

You’ll then see this. Select Once.

Journey Optimizer

Select a date and time within the next hour so you can test your journey. Click Ok.

NOTE

Message send date and time must be within more than one hour.

Click Publish.

Journey Optimizer

Click Publish again.

Journey Optimizer

Your basic newsletter journey is now published. Your newsletter email message will be sent as you defined it in your schedule, and your journey will stop as soon as the last email has been sent.

Journey Optimizer

You have finished this exercise.

Next Step: 10.3 Apply personalization in an email message

Go Back to Module 10

Go Back to All Modules

On this page