Guided channel setup

Hi, I’m Travis Jordan on the Adobe Journey Optimizer product team. In this video, I’m going to highlight a new exciting release called Guided Channel Setup that enables customers to rapidly set up and validate web and mobile channels in Journey Optimizer. Today, the time it takes to get up and going with web and mobile engagements in Journey Optimizer can be time consuming, requiring multiple steps across multiple products. The new Guided Channel Setup now improves the time to value by automating dozens of channel setup steps across data collection, experience platform, and Journey Optimizer. This automated experience makes it easier than ever for developers to quickly configure and validate SDKs and channels in their app, while unlocking marketers to start creating campaigns and journeys in AGO. Now let’s jump over to Adobe Journey Optimizer and take a look. For this demo, I will show you how to quickly set up and validate a push channel notification on a sample iOS mobile marketing app. From the home screen on Journey Optimizer, click Begin. This launches the Guided Channel Setup in a new window. Enter a name for your setup. Note, this name is used to name all your resources that are auto-created in subsequent steps.

For organizations with one or more data streams, you will select an existing data stream. If you don’t have a data stream, no worries. We will auto-create one for you. Next, select a platform. You can choose from iOS, Android, or Web.

For this demo, we are setting up an iOS app, so I will select iOS. Now click Auto-Create Resources to trigger the creation of resources across data collection, experience platform, and Journey Optimizer. This includes the creation of a mobile tag property and the necessary SDKs and extensions, as well as the creation of a channel configuration in Journey Optimizer. To see a full list of the auto-created resources, please reference the documentation.

Success! Your initial configuration is now complete. You’re ready to move on to the setup of the SDK. Click Setup to get started. On this screen, I will add the necessary dependencies and code to my app. I will now open Xcode on the right side of my screen to do this. I have already added the package dependencies, so I will skip step 1 and proceed to step 2 to import the required extension dependencies.

I simply copy and paste that from AJO to Xcode. For step 3, I will copy and paste the initialization code into my app. This code launches an experience platform assurance session upon opening my app. Assurance is a powerful technology used behind the scenes to help test and validate the SDK setup, as well as the channel setup in the upcoming steps. Note, this code is critical for testing and validating your app, but should be removed before pushing your app to production. Now that the code has been added to my app, I will click Build and Xcode to simulate the app experience. As you can see, I am prompted to connect to Assurance once my app launches. Click Allow Notifications and then Connect. Now you can see that my app appears in the list of available devices. Click Connect once more.

And there you go. I can now see that my device is connected to Assurance and that the mobile SDK was set up correctly. The green dot and Adobe icon in the upper right corner of my app indicates that I am indeed connected to Assurance and ready to test and validate my app. Click Finish to wrap up and move on to the final step. Lastly, I will add and validate the desired channels for Journey Optimizer. You can add multiple channels for each platform as needed. For this demo, I will just add and validate a mobile push notification. To do this, click Add. I will first need to retrieve the device token by copying and pasting this line of code into my app. Now I need to add the push certificate, the key ID, and team ID for my app. If you are unfamiliar with these configurations, please refer to the documentation from the tooltips for more information. After rebuilding the app, I will click Send Push Message to ensure everything is working end to end. And there you go. I can now see a sample push message on my device with a notification informing me that everything is properly set up. Click Finish to close this window. This setup is now complete. I will now share the name of the channel configuration with the team member responsible for creating campaigns and journeys in Journey Optimizer. To do this, click Share. Now I can close this out and exit channel setup. You are now on your way to creating web and mobile experiences in Adobe Journey Optimizer. To make a connection between this setup and the creation of the marketing content, I simply select the name of the channel configuration that was auto-created under Actions in the Campaign or Journey UI. Now you are off and going. With just a few clicks, you can now set up and validate new channels, making it even easier to get started in Journey Optimizer. This concludes this demo on guided channel setup in Journey Optimizer. Thank you.