Documentation Customer Journey Analytics Customer Journey Analytics Guide

Integrate Journey Optimizer

Last update: Fri Oct 11 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Experience Platform Integration

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Adobe Journey Optimizer helps you deliver connected, contextual, and personalized experiences. It helps expose your customers to the next step in their customer journey.

You can configure data generated by Journey Optimizer to perform advanced analysis in Customer Journey Analytics. You can configure this integration automatically. If needed, you can make additional, manual customizations to the datasets, dimensions, or metrics that are available in your connection or data views.

Automatically configure Journey Optimizer integration

AVAILABILITY

The functionality described in this section is in the Limited Testing phase of release and might not be available yet in your environment. This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.

Journey Optimizer supports using Customer Journey Analytics as the reporting engine. See Get started with the new Reporting interface in the Journey Optimizer documentation.

When you have enabled Customer Journey Analytics reporting for Journey Optimizer, automatically a connection and data view are created for the specific sandbox.

Connection

The connection has the name AJO Enabled Connection (sandbox name) and has the following out of the box values for configuration and datasets:

Connection settings

Value

Connection name

AJO Enabled Connection (sandbox name)

Connection description

Describe your connection here

Data view

The data view has the name AJO Enable Data View (sandbox name).

In the Configure tab, the following values are configured out of the box.

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Settings	Value
Connection	AJO Enabled Connection (sandbox name)
Name	`AJO Enabled Data View (``sandbox name``)`
External ID	`AJO_Enabled_Data_View__``sandbox_name``_` (derived from the name)
Description	`undefined`

table 0-row-2 1-row-2
Compatibility	Value
Set as the default data view in Adobe Journey Optimizer	Enabled (default). This configuration option allows you to designate a data view to use with Journey Optimizer, without the need for manual configuration. For information how to enable this configuration option (if not already enabled by default), see the Compatibility section in Create or edit a data view. When you disable the option, a dialog prompts you whether you want to continue changing the default data view. When you select Continue, you need to select another data view as the default data view. Select Confirm to confirm your selection. Select Cancel to cancel changing the default data view.

table 0-row-2 1-row-2

Compatibility

Value

Set as the default data view in Adobe Journey Optimizer

Enabled (default).

This configuration option allows you to designate a data view to use with Journey Optimizer, without the need for manual configuration. For information how to enable this configuration option (if not already enabled by default), see the Compatibility section in Create or edit a data view.

When you disable the option, a dialog prompts you whether you want to continue changing the default data view. When you select Continue, you need to select another data view as the default data view. Select Confirm to confirm your selection. Select Cancel to cancel changing the default data view.

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Containers	Value
Person container name	`Person`
Session container name	`Session`
Event container name	`Event`

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Calendar	Value
Time zone	Time zone conforming to your location
Calendar type	Gregorian
First month of the year	January
First day of the week	Sunday

In the Components tab:
- All metrics and dimensions that have (AJO) appended to their name are added automatically as part of this automatic configuration.
- Some of the metrics or dimensions that have been added automatically are based on derived fields. These derived fields are specifically created for this integration. For example, the metric Landing Page Clicks (AJO) is based on the Landing Page Clicks derived field.
- Some of the metrics or dimensions have additional configuration. For example, Spam Complaint (AJO) does have Format and Include Exclude Values settings applied.
- All automatically added metrics and dimensions do have a context label named :name_of_metric_or_dimension. For example, the Landing Page Clicks (AJO) metric has the context label :Landing page clicks (AJO).
In the Settings tab, no specific configuration values are applied

IMPORTANT

Modifying any of the automatically configured values for the connection and data view does have consequences for the Journey Optimizer reporting that is relying upon and using the automatically configured Customer Journey Analytics integration.

Manually configure a data view to be used with Journey Optimizer

The following sections describe how you can manually use data, generated by Journey Optimizer, to perform advanced analysis in Customer Journey Analytics. This manual configuration is necessary only if the automatic configuration option is insufficient for your needs.

Send data from Journey Optimizer to Experience Platform

Adobe Experience Platform serves as the central data source and link between Journey Optimizer and Customer Journey Analytics. See Get started with Datasets in the Journey Optimizer user guide for steps on how to send Journey Optimizer data to Experience Platform as a dataset.

Create a connection

Once Journey Optimizer data is in Adobe Experience Platform, you can Create a connection based on your Journey Optimizer datasets. Or you can add Journey Optimizer datasets to an existing connection.

Select and configure the following datasets:

Dataset

Dataset type

Connection settings

Description

AJO Message Feedback Event Dataset

Event

Person ID: IdentityMap

Contains message delivery events, such as ‘Sends’ and ‘Bounces’.

AJO Email Tracking Experience Event Dataset

Event

Person ID: IdentityMap

Contains email tracking events such as ‘Opens’, ‘Clicks’, and ‘Unsubscribes’.

AJO Push Tracking Experience Event Dataset

Event

Person ID: IdentityMap

Contains push tracking events such as ‘App Launches’.

Journey Step Events

Event

Person ID: _experience.journeyOrchestration.
stepEvents.profileID

Contains events showing which profiles participated in each node of the journey.

AJO Entity Dataset

Lookup

Key: _id
Matching Key: _experience.decisioning.propositions.
scopeDetails.correlationID

Contains classifications that associate Journey and Campaign metadata to all Journey Optimizer event data.

Configure the Data view

After a connection is created, you can create one or more Data Views to configure the desired dimensions and metrics available in Customer Journey Analytics.

NOTE

Data discrepancies between Journey Optimizer and Customer Journey Analytics are typically less than 1-2%. Larger discrepancies are possible for data collected within the last two hours. Use date ranges excluding today to mitigate discrepancies involving processing time.

Configure dimensions

You can create the following dimensions in a data view to achieve approximate parity with similar dimensions in Journey Optimizer. See Component settings in the Data View Manager for details on dimension customization options.

Dimension

Description

Dataset(s)

Schema element

Component Settings

Action Execution Error (AJO)

Error condition that prevented Journey Runtime from executing the action.

Journey Step Events

_experience.journeyOrchestration.
stepEvents.actionExecutionError

Component type: Dimension

Action Label (AJO)

The customer generated display name of the element with which the end-user interacted.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositionAction.label

Component type: Dimension

Batch Id (AJO)

GUID created at invocation of each new batch instance for a scheduled Journey or Campaign Action. For example, if a scheduled Journey or Campaign Action runs at 8.00am and 10.00am, there are two separate different batchInstanceID?s.

AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageExecution.batchInstanceID

Component type: Dimension

Batch Instance Timestamp (AJO)

The timestamp of the batch instance.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Dimension (Derived Field)

Campaign Id (AJO)

The id of the campaign.

AJO Entity Dataset

_experience.customerJourneyManagement.entities.
campaign.campaignID

Component type: Dimension

Campaign Name (AJO)

The name of the campaign.

AJO Entity Dataset

_experience.customerJourneyManagement.entities.
campaign.name

Component type: Dimension

Campaign Version ID (AJO)

The version id of the campaign.

AJO Entity Dataset

_experience.customerJourneyManagement.
entities.campaign.campaignVersionID

Component type: Dimension

Channel (AJO)

The channel to which this data should be correlated.

AJO Entity Dataset

_experience.customerJourneyManagement.
entities.channelDetails.channel._id

Component type: Dimension

Correlation Id (AJO)

The Correlation Id.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.propositions.
scopeDetails.correlationID

Component type: Dimension

Decision Policy Id (AJO)

The id of the decision policy used when deciding which items to include in this proposition.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Dimension (Derived Field)

Email Recipient Domain (AJO)

Domain of Email Address

AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
emailChannelContext.address

Component type: Dimension

Email Subject (AJO)

Email subject, non-personalized

AJO Entity Dataset

_experience.customerJourneyManagement.entities.
channelDetails.email.subject

Component type: Dimension

Event Id (AJO)

A unique identifier for the time-series event.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_id

Component type: Dimension (Derived Field)

Exit Criteria Id (AJO)

The id of the exit criteria used to determine if the journey should exit.

Journey Step Events

_experience.journeyOrchestration.
stepEvents.exitCriteriaID

Component type: Dimension

Exit Criteria Name (AJO)

Name of exit criteria.

Journey Step Events

_experience.journeyOrchestration.
stepEvents.exitCriteriaName

Component type: Dimension

Experiment Id (AJO)

The id of the experiment.

AJO Entity Dataset

_experience.customerJourneyManagement.
entities.experiment.experimentId

Component type: Dimension

Experiment Name (AJO)

The name of the experiment.

AJO Entity Dataset

_experience.customerJourneyManagement.entities.
experiment.experimentName

Component type: Dimension Context Labels: Experimentation Experiment

Fetch Error (AJO)

Error condition that prevented Journey Runtime from executing the fetch.

Journey Step Events

_experience.journeyOrchestration.
stepEvents.fetchError

Component type: Dimension

Is Send-Time Optimized(AJO)

Is message execution SendTimeOptimized

AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageProfile.isSendTimeOptimized

Component type: Dimension

Is Test Journey (AJO)

Is the event part of a test journey execution

Journey Step Events

_experience.journeyOrchestration.
stepEvents.inTest

Component type: Dimension

Is Test Message (AJO)

Is message sent as test execution

AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageProfile.isTestExecution

Component type: Dimension

Item Id (AJO)

The id of the item.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositions.items.id

Component type: Dimension

Item Name (AJO)

The name of the item

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositions.items.name

Component type: Dimension

Journey Action ID

Journey Action ID, for which MessageExecution is triggered.

AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageExecution.journeyActionID

Component type: Dimension

Journey Action Node Name (AJO)

The action node name of the journey.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset, AJO Entity Dataset

Derived Fields

Component type: Dimension (Derived Field)

Journey Event Node Name (AJO)

This value is set whenever a segment or external event occurs in a journey.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset, AJO Entity Dataset

Derived Fields

Component type: Dimension (Derived Field)

Journey Id (AJO)

The id of the journey.

AJO Entity Dataset

_experience.customerJourneyManagement.
entities.journey.journeyID

Component type: Dimension

Journey Name (AJO)

The name of the journey.

AJO Entity Dataset

_experience.customerJourneyManagement.
entities.journey.journeyName

Component type: Dimension

Journey Name and Version (AJO)

The name and version of the journey.

AJO Entity Dataset

_experience.customerJourneyManagement.
entities.journey.journeyNameAndVersion

Component type: Dimension

Journey Version Id (AJO)

The version id of the journey.

AJO Entity Dataset

_experience.customerJourneyManagement.entities.
journey.journeyVersionID

Component type: Dimension

Landing Page Id (AJO)

Unique Identifier for Landing Page.

AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageInteraction.landingpage.landingPageID

Component type: Dimension

Landing Page Source (AJO)

The source of the landing page.

AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Dimension (Derived Field)

Link URL (AJO)

The URL clicked by the user.

AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageInteraction.urlID

Component type: Dimension

Configure metrics

You can create the following metrics in a data view to achieve approximate parity with similar metrics in Journey Optimizer. See Component settings in the Data View Manager for details around metrics customization options.

Metric

Description

Dataset(s)

Schema element

Component Settings

App Installs (AJO)

Number of app installs

AJO Push Tracking Experience Event Dataset

application.installs.value

Component type: Metric

App Launches (AJO)

Number of times mobile app is launched

AJO Push Tracking Experience Event Dataset

application.launches.value

Component type: Metric

Bounces For Outbound Channels(AJO)

Total count of messages bounced across outbound channels

AJO Message Feedback Event Dataset

_experience.customerJourneyManagement.
messageDeliveryfeedback.feedbackStatus

Component type: Metric

Clicks (AJO)

Total count of clicks across all channels

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Email Tracking Experience Event Dataset, AJO Message Feedback Event Dataset

Derived Fields

Component type: Metric (Derived Field)

Count of Fallback Offers (AJO)

Count of fallback offers.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.propositions.items.
itemSelection.selectionDetail.selectionType

Component type: Metric

Count of Offers (AJO)

Count of offers.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositions.items.id

Component type: Metric

Dedup Metric (AJO)

Dedup metric

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_id

Component type: Metric

Delivered (AJO)

Total count of messages delivered.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Metric (Derived Field)

Dismissed (AJO)

Counts every time the inApp message is closed by the Adobe SDK regardless of which action the end user chooses to close it.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositionEventType.dismiss

Component type: Metric

Displays (AJO)

This count displays of AJO messages. This includes email opens, web displays, and inapp displays. Mobile platforms do not report SMS and Push message displays, therefore they are not counted.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Email Tracking Experience Event Dataset, AJO Message Feedback Event Dataset

Derived Fields

Component type: Metric (Derived Field)

Email Opens (AJO)

Total count of email opens

AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageInteraction.interactionType

Component type: Metric

Inbound Clicks (AJO)

Total count of clicks across inbound channels

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositionEventType.interact

Component type: Metric

Inbound Dismisses (AJO)

Total count of dismiss across inbound channels

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositionEventType.dismiss

Component type: Metric

Inbound Impressions (AJO)

Total count of impressions across inbound channels

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositionEventType.display

Component type: Metric

Journey End (AJO)

True if the current step led to ending an instance of the journey. That the last step in a journey for a given profile was executed successfully.

Journey Step Events

_experience.journeyOrchestration.
stepEvents.instanceEnded

Component type: Metric

Journey Enters (AJO)

True if the step event was a journey entrance event for a profile.

Journey Step Events

Derived Fields

Component type: Metric (Derived Field)

Journey Exits (AJO)

True if the current step led to ending an instance of the journey. That is the last step in a journey for a given profile was executed successfully.

Journey Step Events

_experience.journeyOrchestration.
stepEvents.instanceEnded

Component type: Metric

Journey Failures (AJO)

Gives the current state of the step that has finished executing. Possible Values: Transitions (Next step will occur on an event transition), EndStep (The last step in this journey instance has executed), Error (This step encountered an error condition, ending the current journey instance), TimedOut (The current step has ended because of a timeout on a fetch or on an action).

Journey Step Events

_experience.journeyOrchestration.
stepEvents.stepStatus

Component type: Metric

Landing Page Clicks (AJO)

Total count of clicks on landing page.

AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Metric (Derived Field)

Landing Page Conversions (AJO)

Total count of conversions on landing page.

AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageInteraction.interactionType

Component type: Metric

Landing Page Views (AJO)

Total count of views on landing page.

AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageInteraction.interactionType

Component type: Metric

Node Enters (AJO)

True if the step event was a node entrance event for a profile.

Journey Step Events

Derived Fields

Component type: Metric (Derived Field)

Outbound Clicks (AJO)

Total count of clicks across outbound channels

AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageInteraction.interactionType

Component type: Metric

Outbound Errors (AJO)

Total count of messages having errors across outbound channels

AJO Message Feedback Event Dataset

_experience.customerJourneyManagement.
messageDeliveryfeedback.feedbackStatus

Component type: Metric

Outbound Exclusions (AJO)

Total count of exclude events across outbound channels

AJO Message Feedback Event Dataset

_experience.customerJourneyManagement.
messageDeliveryfeedback.feedbackStatus

Component type: Metric

Outbound Sends (AJO)

Total count of messages send across outbound channels

AJO Message Feedback Event Dataset

_experience.customerJourneyManagement.
messageDeliveryfeedback.feedbackStatus

Component type: Metric

Push Custom Actions (AJO)

Total count of custom actions in push interaction.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

eventType

Component type: Metric

Push Interactions (AJO)

Number of times mobile app is launched due to a direct push message interaction

AJO Push Tracking Experience Event Dataset

application.launches.value

Component type: Metric

Sends (AJO)

Total count of messages send across all channels

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Metric (Derived Field)

SMS Inbound Messages (AJO)

SMS inbound reply. For example, stop, start, subscribe, etc.

AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
smsChannelContext.inboundMessage

Component type: Metric

Spam Complaint (AJO)

Total count of spam complaint

AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageInteraction.interactionType

Component type: Metric

Subscription List Adds (AJO)

Total count of adds to subscription list.

AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Metric (Derived Field)

Subscription List Removes (AJO)

Total count of removes from subscription list.

AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Metric (Derived Field)

Targeted (AJO)

This count of the number of times a proposition was targeted to a person. This is the number of times a proposition was considered for display to a person.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

Derived Fields

Component type: Metric (Derived Field)

Triggered (AJO)

Proposition was chosen to be displayed by the Adobe SDK. Other factors may prevent it from actually being displayed.

AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset

_experience.decisioning.
propositionEventType.trigger

Component type: Metric

Unique Visitors In Experiment (AJO)

The unique visitors in the experiment

AJO Entity Dataset

_experience.customerJourneyManagement.
entities.experiment.experimentId

Component type: Metric

Unsubscribes (AJO)

Total count of unsubscribes

AJO Email Tracking Experience Event Dataset

_experience.customerJourneyManagement.
messageInteraction.interactionType

Component type: Metric

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