Use case patterns

Use case patterns define repeatable implementation approaches for Adobe Experience Platform and applications. Each pattern describes a specific capability, the function chain that delivers it, the applications involved, and the key business objectives it supports.

Use the tables below to find the pattern that matches your implementation needs, then follow the link to the full implementation reference including options, phases, decision guidance, and Experience League documentation.

Audience building & activation

The following patterns help you build, evaluate, and activate audience segments across channels and destinations.

Pattern
Primary Capability
Core Solutions
Audience activation to destinations
Evaluate and publish audience segments to external destinations for targeting or suppression
Real-Time CDP
Audience Collaboration
Share and match audience segments across sandboxes or organizations using Segment Match
Real-Time CDP, Experience Platform
Event forwarding
Forward real-time event data collected via Edge Network to non-Adobe destinations
Experience Platform (Edge Network, event forwarding)
B2B audience activation
Activate account-based B2B audiences across web, email, and advertising channels
Real-Time CDP B2B Edition

Personalization

The following patterns deliver tailored experiences to known and unknown visitors across web and app surfaces.

Pattern
Primary Capability
Core Solutions
Anonymous visitor web personalization
Deliver personalized content based on in-session behavioral signals for unidentified visitors
Journey Optimizer (web channel), Real-Time CDP
Known-visitor web/app personalization
Deliver personalized content, offers, or promotions to identified visitors based on real-time profile and segment membership
Journey Optimizer, Real-Time CDP
Offer decisioning
Use centralized decision logic to select the next-best offer or content for a profile across channels
Journey Optimizer (Decisioning), Real-Time CDP
Behavioral recommendation
Generate item and content recommendations using selection strategies and ranking models
Journey Optimizer (Decisioning), Real-Time CDP

Campaign management & orchestration

The following patterns cover scheduled, triggered, and multi-step message delivery across channels.

Pattern
Primary Capability
Core Solutions
Batch outbound message activation
Evaluate an audience, then deliver a scheduled outbound message in a single batch execution
Journey Optimizer, Real-Time CDP
Event-triggered messaging
Listen for a real-time behavioral or system event, then deliver a contextual message to the triggering profile
Journey Optimizer, Real-Time CDP
Multi-step orchestrated journey
Guide a profile through a branching, multi-touch journey with waits, conditions, and multiple message actions
Journey Optimizer, Real-Time CDP
Cross-channel journey with decisioning
Orchestrate a multi-step journey incorporating real-time decisioning to select optimal channel, content, or offer
Journey Optimizer, Real-Time CDP
Buying group-based marketing & journey management
Develop account-level journeys that qualify leads into buying groups to improve B2B marketing effectiveness
Journey Optimizer B2B Edition, Real-Time CDP B2B Edition

Analysis

The following patterns support cross-channel behavioral and performance analysis.

Pattern
Primary Capability
Core Solutions
Customer analytics & insight generation
Build cross-channel analysis workspaces, computed metrics, and dashboards for behavior and performance analysis
Customer Journey Analytics, Experience Platform
B2B analytics
Include B2B account-level information in cross-channel customer journey analysis
Customer Journey Analytics B2B Edition, Real-Time CDP B2B Edition

Conversational experience

The following patterns enable AI-powered, brand-safe conversational interactions on digital properties.

Pattern
Primary Capability
Core Solutions
Brand Concierge conversational experience
Transform digital properties into AI-powered, brand-safe conversational experiences that guide customer discovery
Brand Concierge, Experience Platform, Real-Time CDP

Scenario selector

Use this guide when a scenario could plausibly fit more than one pattern. Answer the branching questions to find the primary pattern, then optionally extend with the patterns listed.

Win-back with incentive offer

A lapsed customer has not purchased in 90 days. You want to re-engage them with a targeted offer.

Post-purchase follow-up

A customer just completed a purchase. You want to send a confirmation, cross-sell recommendation, and loyalty reward notification.

Loyalty milestone personalization

A customer reaches a new loyalty tier. You want to show personalized web content and send a congratulatory message.

Re-engagement campaign

A segment of inactive users needs a multi-touch reactivation sequence.

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