Create an email campaign using AJO Decisioning

Transcript

In this video, we’ll learn how to use decisioning policies in the email channel. Decisioning policies act as containers for your offers and use the decisioning engine to dynamically deliver the most relevant content to each audience member. To start using decisioning in an email channel, we first need to create either a campaign or a journey. In this example, we’ll create a campaign. Next, provide a meaningful name for your campaign and navigate to the Actions tab. From here, add an email action and associate it with your existing email configuration. Click on Edit Content to open the Content tab. Before editing the email content, make sure to enable decisioning by selecting the Enable Decisioning radio button. Then, click Continue and enter a valid subject line for your email. Once that’s done, click Edit Email Body to start designing and personalizing the content of your message. We could base our email on one of the pre-designed templates provided out of the box, or we can design the email from scratch, which is what we’ll do here. The first step is to add a structure. In this example, we’ll add a one-column structure. Make sure to enter a preheader name before proceeding. Inside this structure, let’s add a text component. Remove the default text, replace it with your own message, and then make the text bold and center-aligned. Next, we’ll add another structure, which will hold the image component. The actual image content will be served dynamically by a decision policy that we’ll create directly from here. To do that, select the image component, open the Decision Policy panel, and click Add New Decision Policy. Provide a meaningful name for your policy, then click Next. Next, associate a selection strategy. In this case, we’ll reuse a strategy that was created earlier, but you can also create a new one if needed. Click Save, then Next, and finally Create to complete the process of creating your decision policy. Every decision policy must be linked to a placement. Since we already have a few placements created earlier, we’ll reuse one of those. Of course, you can also create a new placement if you prefer. The next step is to insert the image URL of the offer returned by the decision policy and map it to the image component. To do this, click on the image component, then open the Edit Image icon. In the Source field, type any character. This will enable the Personalization button. Next, click the Personalization button to open the Personalization editor. And delete the character you just entered. On the left side, you’ll see your decision policy listed under your tenant ID. In this example, it appears as Tech Marketing Demos, but your tenant ID will be different in your setup. Within that, open the Offer Details section. Here, you’ll find the various offer attributes available for personalization. Select the image URL attribute for the offer, insert it into the Source field, and click Save. At runtime, the image URL associated with the offer returned by the decision policy will automatically populate, and the corresponding image will be rendered in the email. Finally, click Save again to save your work. Next, we need to insert the text related to the offer in the email using the text component. But before we do that, I’m going to create some spacing between the image component and the offer text that will be displayed. Add the text component. Delete the default text. Select the text component and associate existing decision policy that we had created earlier with the text component. Then select the text component and click on Add Personalization icon to open the Personalization editor. Drill down Offer Details and select the offer text attribute of the offer and insert it into the editor. So at runtime, whatever offer is returned by the decision policy, the image from the offer and the text from the offer will be inserted into the email at runtime. Save your changes. We will now add Repeat Grid to the email template. The Repeat Grid allows you to dynamically display multiple pieces of content, such as offers, within a single layout. It automatically repeats a content block for each item returned from a data source, such as a decision policy. Before adding the Repeat Grid to the email, I am going to create some space after the text component by adding the divider component. Select the Repeat Grid. You can specify the number of columns and rows in the Repeat Grid from the Settings menu. Accept the default values for the number of rows and columns and increase the spacing between rows and columns by two. Click on the Decisioning icon on the left to open the Decisioning panel. Add a new decision policy, provide a meaningful name, and set the number of items to four. Since we are associating the decision policy with Repeat Grid, the decision policy can return more than one item. Click next to associate a selection strategy with the policy. Complete the process of creating the decision policy. Make sure to add placement to the policy and click save to save your work. We are now ready to add components to the Repeat Grid. When you add a component, like an image, text, or button, to a Repeat Grid in Adobe Journey Optimizer, that component is replicated automatically across all cells in the grid. Today we will be adding image and text component to the Repeat Grid. Select the image component. Click on the Edit Image icon. Type any character in the source field to enable to Personalization icon. Click on the Personalization icon to open the Personalization editor. Insert the Image URL attribute of the offer into the editor and save the changes. Select the text component. Click on the Add Personalization button to open the Personalization editor. Delete the default text. Insert the offer text attribute of the offer and save your changes. At runtime the email will have four offers returned by the decision policy displayed in the Repeat Grid. Including an unsubscribe link in your emails is really important. It gives recipients a simple way to opt out if they no longer want to receive your messages. This not only builds trust with your audience but also keeps you compliant with email regulations like CanSpam and GDPR. The unsubscribe link is added to the email below the Repeat Grid. Some spacing was also created between the Repeat Grid and the unsubscribe link using the divider component. To add the unsubscribe link, insert HTML component onto the canvas. Select the HTML component and open the source code window. Insert a simple unsubscribe link and save your changes. Then select the link text and make sure it is of type external opt-out. Save your changes. The email template is now ready to be used in a campaign. Associate the desired audience with the campaign such as high net worth titanium customers. This audience was created earlier in the course. Set the identity type to FinWise CRM ID. This was created earlier in the course. Schedule the campaign to start as soon as it’s activated. Activate the campaign. When the campaign is executed, the targeted recipients from the selected audience will automatically receive personalized emails containing the relevant offers. These offers are determined based on the decisioning logic defined in Adobe Journey Optimizer.