Key takeaways

This module showed how to create a custom action in Journey Optimizer that invokes a REST API to generate personalized PDFs using Experience Manager Forms API and deliver them as part of automated journeys triggered by real-time audience qualification. You should now understand how to configure custom actions, map profile data into API payloads, and automate journeys to send personalized documents using Journey Optimizer and Experience Manager Forms.

• Step: configure a custom action in Journey Optimizer to call an external REST endpoint so you can generate personalized documents programmatically.
• Step: map constant values and Real‑Time Customer Profile attributes to the API payload so recipient-specific fields are populated automatically during journey execution.
• Step: use Experience Manager Forms API to generate dynamic PDFs, enabling scalable, on‑demand document creation within customer journeys.
• Step: design journeys that rely on real-time audience qualification to trigger document generation and delivery for timely and relevant engagement.
• Step: validate and test the integrated custom action and journey to ensure delivered documents align with profile-driven personalization and workflow requirements.

Now it's time to measure how well you learned these lessons with a short quiz.