Get started with Journey Optimizer B2B Edition

Before your team can start using the Adobe Journey Optimizer B2B Edition features, several steps are required to prepare your environment. Perform these steps so that the data engineer and marketer can start working with Adobe Journey Optimizer B2B Edition.

As a system administrator, you need to understand product profiles and assign permissions for sandbox administration and channel configuration. You also need to set up sandboxes and manage them for the available product profiles. You can then assign team members to the product profiles. These capabilities can be managed by product administrators that have access to the Adobe Admin Console. Learn more about Adobe Admin Console.

Learn about access management in the following pages:

1. Create sandboxes to partition your instances into separate, isolated virtual environments. Learn more

2. Set up the product profile. A product profile is a set of unitary rights in Adobe Experience Platform that allow users access to certain functionalities or objects in the interface. Learn more

3. Set up user permissions for product profiles, including sandboxes, and give access to your team members by assigning them to different product profiles. This task is performed in the Admin Console. Learn more

4. Configure email delivery in Marketo Engage, which enables your team to send email content from account journeys. Learn more

5. Configure SMS services. Set up one of the supported third-party SMS providers who offer text messaging services independently and configure the account credentials in Adobe Journey Optimizer B2B Edition. Learn more

6. Configure and enable use of Adobe Experience Manager Assets for teams that use Assets as c Cloud Service for centralized digital asset management. Learn more

As a marketer, or an Account Journey Practitioner, you are responsible for designing journeys and crafting content. You can start working with Adobe Journey Optimizer B2B Edition after the system administrator and the data engineer prepare your environment and grant you access.

Refer to the following sections to set up your first journey, add assets, and send content:

1. Add account audiences. Journey Optimizer B2B Edition allows you to create account audiences through segment definitions directly from the application, and leverage them into your account journeys. Learn more

2. Create buying groups. Define the key components for meeting your business goals and objectives, and create buying groups that identify the members for your target accounts lists. Learn more

3. Create and manage assets. Adobe Experience Manager Assets provides a single, centralized repository of assets that you can use to populate your messages. Learn more

4. Add personalizalized and dynamic email templates. Leverage Journey Optimizer B2B Edition personalization and dynamic content capabilities to adapt your message to your audience. Learn more

5. Design account journeys to deliver personalized, contextual experiences. Journey Optimizer B2B Edition allows you to build real-time orchestration use cases with contextual data stored in events or data sources. Design multi-step, advanced scenarios powered by the following capabilities:

   • Send real-time unitary delivery triggered when an event is received, or in batch using Adobe Experience Platform audiences.

   • Use contextual data from events, information from Adobe Experience Platform, or data from third-party API services.

   • Use the built-in channel actions (email and SMS) to send messages designed in Journey Optimizer B2B Edition.

   • In the journey designer, build your multi-step use cases, add conditions and send personalized messages.

   Learn more