DocumentationCustomer Journey AnalyticsCustomer Journey Analytics Guide

Create and publish audiences create-and-publish-audiences

Last update: Wed Oct 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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  • User

This topic discusses how to create and publish audiences identified in Customer Journey Analytics to Real-Time Customer Profile in Adobe Experience Platform for customer targeting and personalization.

Read this overview to familiarize yourself with the concept of Customer Journey Analytics audiences.

Create and publish an audience create

  1. To create and publish an audience, do one of the following:

    table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto
    Creation method Details
    From within the Audiences interface. Select Components > Audiences from the main Customer Journey Analytics menu. The Audiences interface displays. Select Create audience creaand the Audience builder opens.
    From a visualization in Analysis Workspace

    Many visualizations in Analysis Workspace allow you to create an audience using the context menu. For example, you can select Create audience from the context menu of an item in a Freeform table or a node in Journey canvas.

    Using this method pre-populates the filter in the Audience builder with the dimension or dimension item that you selected.

    The following visualizations allow you to create an audience using the right-click menu:

    Note: Audiences cannot include calculated metrics. If you try to create an audience that contains a calculated metric, the calculated metric is not included in the audience definition.
    From the filter creation/editing UI Check the box that says Create an audience from this filter. Using this method pre-populates the filter. See Create filters for more information.

  2. Build the audience using the Audience builder.

  3. Interpret the data using the Date preview panel.

  4. Select View sample IDs to view a sample of IDs in this audience. In the Sample IDs dialog you can use Search Search sample IDs to search for sample IDs.

  5. Double-check your audience configuration and select Publish.
    You receive a confirmation message that the audience is published. Publication takes only a minute or two for this audience to show up in Experience Platform.

  6. Select View audience in AEP within the same message and you are taken to the Segment UI in Adobe Experience Platform. See below for more information.

Audience builder

Configure these settings to define or update your audience.

Screenshot of create an audience sbowing settings described in the next section.

Setting
Description
Data
Select a data view to use for the audience creation.
Name
The name of the audience. For example, Really Interested in Potential Car Buyers
Tags
Any tags that you want to assign to the audience for organizational purposes. You can select one or more pre-existing tags or enter a new one.
Description
A description of the audience, to differentiate it from others. For example, Build an audience of really interested potential car buyers
Refresh frequency

The frequency at which you want to refresh the audience.

You can choose between

  • One time audience: an audience (default) that needs no refreshing. For example, this option could be helpful for specific, one-time campaigns.
    You have to specify a One time date range. You can use Calendar to enter a date range.

  • A refreshing audience. You can select from the following options:

    • Every 4 hour s: an audience that refreshes every 4 hours.
    • Daily: an audience that refreshes daily
    • Weekly: an audience that refreshes weekly.
    • Monthly: an audience that refreshes monthly

    For refreshing audiences, you have to specify:

    • Refresh lookback window. Define the number of lookback days from today that an audience is evaluated. You can select from options or define a Custom time. The maximum is 90 days.
    • Expiration date: Define when the audience stops refreshing. You can use Calendar to select a date. The default is 1 year from the creation date. Expiring audiences are treated similarly to expiring scheduled reports. The admin gets an email a month before the audience expires.

    Note that there is a limit of 75 to 150 audience refreshes, depending on your Customer Journey Analytics entitlement.

Filter

Filters are the main input to the audience. Drag and drop one or more filters from the left Segmentation Filter panel on to the Filter area. You can use the Search Search filters to search for filters. You can add up to 20 filters. Filters can be joined with And or Or operators.

When creating an audience from a visualization in Analysis Workspace (such as a freeform table or Journey canvas), any filters applied to the panel or to the column are preserved. You can remove any filters that are automatically applied.

Data preview
Select Info to show or hide the Data preview for the selected date range.

Data preview

The Data preview panel provides the following information.

Element
Description
Total people
A summary number of the total number of people in this audience. The maximum size is 20 million people. If your audience exceeds 20 million people, you must reduce the audience size before you can publish.
Audience size limit
Visualization to show how far from the 20 million limit this audience is.
Estimated audience return

You can use this value to retarget people in this audience that come back to your site, mobile app or other channel.

You can select the time frame (Next 7 days, Next 2 weeks, or Next month) for the estimated number of customers who may return.

Estimated to return
This number gives you an estimated number of returning customers over the time frame that you selected. This number is predicted using the historical churn rate for this audience.
Preview metrics
You can select a specific metric to see how data for that metric is based on the audience you define. Each Preview metric displays a total for the metric based on the audience. And a percentage of the audience based metric from the overall total of the metric, as defined by the data view. For example, 381 people (the metric you selected) are the result of your audience definition, which is 5% of the total people available in the data view. You can select any metric that is available in your data view.
Namespaces included
The specific namespaces that are associated with the people in your audience. Examples include ECID, CRM ID, email addresses, etc.
Sandbox
The Experience Platform sandbox in which this audience resides. When you publish this audience to Platform, you can only work with the audience within the confines of this sandbox.

What happens after an audience is created and published? after-audience-created

After you create and publish an audience in Customer Journey Analytics, the audience is available in Experience Platform. An Adobe Experience Platform streaming segment is created only if your organization is set up for streaming segmentation.

  • The audience in Platform shares the same name and description as the Customer Journey Analytics audience. The name is appended with the Customer Journey Analytics audience ID to ensure that the audience is unique.
  • Any changes made to the name or description of the audience in Customer Journey Analytics are reflected in Experience Platform.
  • If an audience is deleted in Customer Journey Analytics, the audience continues to be available in Experience Platform until the profile membership of the audience expires. The profile membership expires after 420 days for one-time audiences and after 16 days for recurring audiences.

Latency considerations latency

At several points prior to, during, and after audience publishing, latencies can occur. Here is an overview of possible latencies.

Latencies in audience publishing as described in this section.

Latency point
Latency duration
Not shown
Adobe Analytics to Analytics source connector (A4T)
Up to 30 minutes
1
Data ingestion into Data Lake (from Analytics source connector or other sources)
Up to 90 minutes
2
Data ingestion from Experience Platform Data Lake into Customer Journey Analytics
Up to 90 minutes
3
Audience publishing to Real-Time Customer Profile, including automatic creation of the streaming segment, and allowing the segment to be ready to receive the data.
A few seconds
4
Refresh frequency for audiences
  • One-time refresh (latency of less than 5 minutes)
  • Refresh every 4 hours, daily, weekly, monthly (latency goes hand in hand with the refresh rate)
5
Creating destination in Adobe Experience Platform: Activating the new segment
1-2 hours

Use Customer Journey Analytics audiences in Experience Platform audiences-aep

Customer Journey Analytics takes all the namespace and ID combinations from your published audience and streams them into Real-Time Customer Data Platform . Customer Journey Analytics sends the audience to Experience Platform with the primary identity set, according to what was selected as the Person ID when the connection was configured.

Real-Time Customer Data Platform then examines each namespace/ID combination and looks for a profile that it may be part of. A profile is basically a cluster of linked namespaces, IDs and devices. If it finds a profile, it adds the namespace and ID to the other IDs in this profile as a segment membership attribute. For example, user@adobe.com can be targeted across all their devices and channels. If a profile is not found, a new one is created.

To view Customer Journey Analytics audiences in Platform:

  1. Expand Customer in the left panel, then select Audiences.

  2. Select the Browse tab.

  3. To locate the audience that you published from Customer Journey Analytics, do any of the following:

    Audiences option in the left panel

    • Sort the table by the Origin column to view audiences that show Customer Journey Analytics as the origin.

    • Filter Filter on Origin and select Customer Journey Analytics.

    • Use the Search search field.

For more information about using Audiences in Platform, see the Audiences section in the Segment Builder UI guide in the Experience Platform documentation.

FAQs faq

Frequently asked questions on audience publishing.

What happens if a user is no longer a member of an audience in Customer Journey Analytics?
In this case, an exit event is sent to Experience Platform from Customer Journey Analytics.
What happens if you delete an audience in Customer Journey Analytics?
When a Customer Journey Analytics Audience is deleted, that audience is no longer shown in the Experience Platform UI. However, profiles associated with that audience are not deleted in Experience Platform.
If a corresponding profile does not exist in Real-Time Customer Data Platform, is a new profile created?
Yes, it will.
Does Customer Journey Analytics send the audience data over as pipeline events or as a flat file that also goes to the data lake?
Customer Journey Analytics streams the data into Real-Time Customer Data Platform via pipeline, and this data is also collected into a system dataset in the data lake.
What identities does Customer Journey Analytics send over?
Whichever identity/namespace pairs that were specified in the Connection setup. Specifically, the step when a user selects the field they want to use as the Person ID.
Which ID is chosen as the primary identity?
See above. Only one identity per Customer Journey Analytics person is sent.
Does Real-Time Customer Data Platform process the Customer Journey Analytics messages as well? Can Customer Journey Analytics add identities to a profile identity graph through audience sharing?
No. Only one identity per person is sent, so there would be no graph edges for Real-Time Customer Data Platform to consume.
What time of day do daily, weekly, and monthly refreshes occur? What day of the week do weekly refreshes occur?
The timing of the refresh is based on when the original audience was published and anchors to that time of day (and day of week or month).
Can you configure the daily, weekly, and monthly time of refresh?
No, users cannot configure the time of refresh.

Next steps

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