Go to analytics.adobe.com to access Customer Journey Analytics.
On the Customer Journey Analytics-homepage, go to Connections.
Here you can see all the different connections made between CJA and Platform. These connections have the same goal as report suites in Adobe Analytics. However, the collection of the data is totally different. All data is coming from Adobe Experience Platform datasets.
Let’s create your first connection.
Click Create new connection.
You’ll then see Create Connection UI.
There are three different areas. Let’s start from the left side.
On the left side, you’ll find all the available Adobe Experience Platform datasets.
In the middle, you’ll find the drag-and-drop area for the datasets you want to connect to.
On the right side, you’ll find the stitching area, where you’ll select the Person Id.
First, let’s bring some datasets to the canvas. There are two ways: one by one or selecting some of them and click on add. We can try both.
Search for the dataset
AEP Demo - Website Interactions, then click +.
You’ll see the dataset being added to the canvas.
Now search and check the checkboxes for
AEP Demo - Voice Assistant Interactions and
AEP Demo - Call Center Interactions.
Next, click Add.
You’ll then have this:
The goal now is to join these datasets. If you look at the right side you’ll see a field called Person ID.
Each data source has its own Person ID field. Check each dataset by clicking on them.
As you can see, most of them have the Person ID selected automatically. This is because a Primary Identifier is selected in every schema in Adobe Experience Platform. As an example, here’s the schema for
AEP Demo - Call Center Interactions, where you can see that the Primary Identifier is set to
However, you can still influence which identifier will be used to stitch datasets together for your connection. You can use any identifier that is configured in the schema linked to your dataset. Click on the dropdown to explore the IDs available on each dataset.
As mentioned, we can set different Person IDs for each dataset. This allows you to bring different datasets from multiple origins together in CJA. Imagine bringing in NPS or survey data which would be very interesting and helpful to understand the context and why something has happened.
The name of the Person ID field isn’t important, as long as the value in the Person ID fields correspond. Let say we have
EMAILID in one dataset and
EmailAddress in another dataset defined as Person ID. If
email@example.com is the same value for the Person ID-field on both datasets, CJA will be able to stitch the data.
At this point, you may wonder, will the full ID Graph of Adobe Experience Platform’s Real-time Customer Profile be available for stitching the data? This is part of the H2 2020 roadmap.
Currently, CJA brings data directly from the datasets and isn’t aware of the Real-time Customer Profile yet. That’s why, at this moment, you have to manually define the Person ID to get to the 360° view of the customer.
Currently there are some other limitations such us stitching the anonymous behavior to known. Please review the FAQs here: FAQ.
Now that you understand the concept of stitching datasets using the Person ID, let’s choose
emailId as your Person ID for each dataset.
Select each dataset by clicking on it.
Now fill the field Person ID choosing the
emailId on the dropdown list.
Once you have stitched the three datasets, we are ready to continue.
|AEP Demo - Website Interactions||emailId|
|AEP Demo - Voice Assistant Interactions||emailId|
|AEP Demo - Call Center Interactions||emailId|
Click on Next.
Here you need to give a name to your connection.
Please use this naming convention:
ldap – Omnichannel Data Connection.
vangeluw - Omnichannel Data Connection
Before finishing, please also activate Automatically import all new data for all datasets in this connection, beginning today. as in the image below.
This will start a data flow from Adobe Experience Platform to CJA every 60 minutes, however with high volumes of data it can take up to 24 hours.
If you also want to backfill historical data, check the checkbox for Import all existing data.
After having created your Connection it may take a few hours before your data is available in CJA.
Click Save and go to the next exercise.
Next Step: 13.3 Create a Data View