Create a buying group

Transcript

This video will explain how to create buying groups in Adobe Journey Optimizer B2B edition. Creation of a buying group in Adobe Journey Optimizer B2B edition is a process which consists of three steps. Step 1 is to configure who you want to target and to do that you need to create roles template. Step 2 is to configure what are you selling and to do that you need to create a solution interest, product to set the product or service. Step 3 is to configure to whom are you selling and to do that you need to select an account audience. This video will focus on step 3 and explain how to create buying groups. In step 3 you will configure to whom are you selling by selecting an account audience and mapping it to the solution interest created in step 2. And then you will use inputs from steps 1, 2 and 3, role template, solution interest and account audience to create multiple buying groups, one buying group for each combination of a solution interest and account, i.e. one buying group per account for the solution interest. To launch a Journey Optimizer B2B edition from your Adobe Experience Cloud homepage you need to click Journey Optimizer B2B edition icon and you will see Adobe Journey Optimizer B2B edition homepage. On the left side there is a buying groups menu. Once you click on it you will see a buying groups page with four tabs. The browse tab is related to buying groups. Once you click on it you will see a buying groups page. On this page you may see existing buying groups or create new buying groups. In this example my B2B company is Luma and it is using AJO B2B. Luma sells 5 solutions high tech products and services. Luma needs to create buying groups for product 1, Luma Secure. To create new buying groups you click create buying groups button and you will see a new page which reminds you on three prerequisites that you need to have before creating buying groups. A roles template which represents a list of roles that people have in making a purchasing decision, such as decision maker, influencer or a practitioner. A solution interest which represents a mapping of a product or service to a roles template and account audience which represents a list of accounts that you want to sell your product to. On the prerequisite page you click the next button and you will see a new page where you need to map the solution interest to account audience. In AJO B2B you will configure the mapping. Solution interest, for example Luma Secure, will be mapped to the account audience, for example all accounts. You select Luma Secure solution interest, you click select account audience button, you select all accounts, you click add audience button and we see that we have mapped the solution interest to an account audience. In AJO B2B you will create buying groups. You click the create button and on this screen we see that estimated number of buying groups is 39. If your account audience, for example all accounts, consists of 39 accounts and you are selling one solution interest, for example Luma Secure to 39 accounts, AJO B2B will create 39 buying groups, one buying group per account for the solution interest. We click the create button and we see that AJO B2B has started creating buying groups for Luma Secure. You click the browse button to see the buying groups page and we see that AJO B2B has created 39 buying groups. The browse tab is related to buying groups. Once you click on it you will see a buying groups page. On this page you may see a list of existing buying groups, a filter section and the search bar. If you focus on one specific buying group you will see that each buying group represents the combination of the solution interest and the account. The name of the buying group is always solution interest for the account, so Luma Secure for Acme. You can also see the roles templates used for the creation of the solution interest. When you click on the buying groups name you will see the overview for the selected buying group and on this page you may see the members of this buying group. For example members of this buying group are two people which both have the same role, decision maker. And if we look at the roles template used for creation of this buying group that is located on the roles templates page and we click on the Luma Secure roles template. We see that Luma Secure roles template includes three buying group roles, decision maker, influencer and the practitioner. Which means that we have populated only one role decision maker out of the expected three roles for this buying group. And this is what we call a completeness score. You may see the completeness score on the overview page for the buying group. And when you click the back button you will see the same completeness score on the buying groups homepage. On the buying groups homepage you may click on the filter icon to display or hide filters. The solution interest filter enables you to filter for the solution interest. If we filter for Luma Secure solution interest, application will display only buying groups created for Luma Secure and that is exactly 39 buying groups. Once you have created buying groups you may see the number of buying group jobs. You will go to the solution interest tab and look into the buying group creation jobs column. The number in this column represents the number of buying groups jobs for this solution interest. To stop the creation of buying groups you will go to the solution interest tab and look into the buying group creation jobs column. You click the number and you will see a new screen. On this screen you will select delete. You click on delete and you confirm the delete. And this is the end of this video. We have explained how to create buying groups in Adobe Geny Optimizer B2B edition.