Adobe Journey Optimizer B2B Edition Documentation

Adobe Journey Optimizer B2B Edition is a first-of-its-kind application that lets marketing and sales teams orchestrate account-based experiences and qualify buying groups for specific products across the entire customer lifecycle. It uses AI to engage and qualify buying groups within target accounts, helping your teams to generate a higher quality pipeline, design better acquisition, expansion, and retention strategies. It also enables shared insights across sales and marketing teams.

This documentation provides information for mastering the application. It is designed for marketers, business development representatives, data analysts, and operational administrators.

What’s new

Review this sampling of the latest additions and enhancements in the Journey Optimizer B2B Edition application and documentation.

AI agents

With the Experience Platform Agent Orchestrator, the AI Assistant interface can automatically call upon specialized agents to get you the right answers and insights. Agent Orchestrator remembers your conversation history, enabling you to build on previous questions naturally without repeating context, and combines insights from multiple agents to present you with clear, unified responses. In the Journey Optimizer B2B Edition context, there are three purpose-built agents for specific B2B tasks and domains:

Brand themes

With themes, non-technical designers have the ability to create reusable email content design guidelines that align to a specific brand and styling. Themes empower marketers to leverage visually appealing, brand-consistent emails faster and with less effort, and provide advanced customization options for unique design needs.

[Learn more]{class="badge informative" title="Learn about brand themes"}

Persona mapping

Marketers can define detailed profiles, including background, responsibilities, pain points, and preferred communication channels. With these definitions, administrators can configure personas according to person attributes in Journey Optimizer B2B Edition so that roles templates can use streamlined and consistent role conditions that capture these personas.

[Learn more]{class="badge informative" title="Learn about persona mapping"}

In-CRM Sales Insights

Sales team members can now view maturing buying groups and related insights within a Salesforce or Dynamics integration to identify new opportunities. The buying group details like stage, score, and related members are included.

[Learn more]{class="badge informative" title="Learn about In-CRM Sales Insights"}

Email content collaboration

The email design space includes collaboration tools for feedback and resolution so that marketing teams can seamlessly review, discuss, and finalize email assets directly within Journey Optimizer B2B Edition. Instead of sharing drafts over external tools (like chat, email threads, or spreadsheets), users can comment, suggest edits, and resolve feedback within the email design space. You can tag your team members so that they receive an email or pulse notification with the details of the comment.

[Learn more]{class="badge informative" title="Learn about email content collaboration tools"}

Dark mode email design

The email design space now includes dark mode preview and settings. Dark mode allows a supporting email client or app to display emails with darker backgrounds and lighter colors for text, buttons, and other visual elements. Preview rendering, customize settings, ensure accessibility, and test across email clients.

[Learn more]{class="badge informative" title="Learn about dark mode email design"}

Person engagement score

B2B marketers can now use a person-level engagement scores as a filter in their split paths for a journey or in a roles template to create buying groups. This score and filtering enables precise targeting of buying groups members to personalize ongoing engagement.

[Learn more]{class="badge informative" title="Learn about person engagement scores and filtering"}

Start exploring section-explore

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Latest Release Notes

Stay updated with the latest release notes, new features, and improvements in Adobe Journey Optimizer B2B Edition.

View Release Notes

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Get Started

Review the Journey Optimizer B2B Edition onboarding guidance for administrators and marketers.

Get Started

Configure icon

Configure Your XDM fields

Implement the system configurations to activate the XDM schemas and fields that you want to use in Adobe Journey Optimizer B2B Edition.

View XDM field management

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Communication Channels

Configure and manage email, SMS, and other channels for personalized customer interactions.

Configure email channel
Configure SMS channel

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Create an Account Journey

Design, orchestrate, manage, and optimize personalized account journeys.

Explore Journeys

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Understand Buying Groups

Detailed guidance on creating, managing, and optimizing buying groups for effective targeting.

Learn about buying groups

Overview demo

Discover the components of a buying group and understand the basics of building an account journey.

Dig into the documentation

Additional resources

Adobe Journey Optimizer B2B Edition
Videos and tutorials - Product description
Adobe Experience Platform
Documentation - Developer resources
Adobe Real-Time Customer Data Platform
Documentation - Developer tutorials
Adobe Marketo Engage
User documentation - Developer documentation
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