Set up data - Overview

Learn about real-time customer profile data and which steps are required to set up customer profile data for Journey Optimizer.

In this video, we’ll introduce the steps involved in setting up data about your customers and business to enable use cases in Adobe Journey Optimizer. Adobe Journey Optimizer is built on the Adobe Experience Platform, which integrates customer and business data into a unified customer profile shared by Adobe’s modern generation of experience applications. The Experience Platform takes in customer data from various sources, including Adobe’s web and mobile SDKs, look for collecting behavioral data from your digital properties, Adobe Analytics and other Adobe applications and other enterprise data sources that can be configured to send data into the Experience Platform through built-in source connectors, file uploads, or streaming data endpoints. As data from various sources comes into the Experience Platform, identity resolution is handled automatically and that data is stitched together into a unified profile that integrates data from all of those sources into a single 360 degree view of the customer. And the Experience Platform segmentation service monitors updates to each customer’s real-time profile and maintains up-to-date audience memberships for each customer in real time. Journey Optimizer works natively off this real-time customer profile and audience segments to orchestrate and personalize customer journeys. There are a few key steps involved in setting up your customer and business data so that you can use it in Adobe Journey Optimizer. First, you’ll model your customer data in schemas that specify the customer attributes and event data that will be included in the real-time customer profile. A critical part of that data modeling is mapping the identities that will be used to identify individual customers and stitch their data together from various sources. Once you have defined the schemas representing your customer data model, you’ll create data sets based on those schemas to hold customer data and start adjusting data into those datasets. Creating datasets and adjusting data can be done manually or through a wide variety of built-in source connectors that make it easy to bring in data from other Adobe applications, cloud services, and other enterprise data management systems. These source connectors can be set up for recurring batch ingestion or real-time streaming of specific data from various sources so that you have an ongoing flow of data coming in and keeping the real-time customer profile up to date.
These steps for setting up and maintaining data for Journey Optimizer would typically be done by a data engineer. And the Experience Platform functionality for managing schemas, mapping identities, creating datasets, and setting up source connectors, is all integrated directly into the Journey Optimizer interface for users with the data manager role. In subsequent Journey Optimizer videos, we’ll go into more detail on each of these steps. And we also invite you to refer to the wealth of tutorials and other resources that are available for learning how to manage customer data in the Adobe Experience Platform. Thank you, and have a good day. -