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Configure a Targeting dimension configuration

Last update: Thu Sep 04 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Applies to:
  • Campaign Orchestration

With Orchestrated Campaigns, you can design and deliver targeted communications at the entity level, leveraging Adobe Experience Platform’s relational schema capabilities. Experience Platform uses schemas to describe the structure of data in a consistent and reusable way. When data is ingested into Experience Platform, it is structured according to an XDM schema.

Although segmentation for Orchestrated Campaigns operates primarily on relational schemas, the actual message delivery always occurs at the Profile level.

When configuring targeting, you define two key aspects:

  • Targetable Schemas

    You specify which relational schemas are eligible for targeting. By default, the schema named Recipient is used, but you can configure alternatives such as Visitors, Customers, etc.

    note important
    IMPORTANT
    The target schema must have a 1:1 relationship with the Profile schema. For example, you cannot use Purchases as a target schema, since it typically represents a one-to-many relationship.

  • Profile Linkage

    The system must understand how the target schema maps to the Profile schema. This is achieved through a shared identity field — one that exists both in the target schema and the Profile schema and is configured as an identity namespace.

Create your Targeting dimension targeting-dimension

Start by setting up campaign orchestration by mapping a relational schema to the customer profile.

  1. From Administration, access the Configurations menu and select Campaign Target Dimension.

  2. Click Create to start creating your Targeting dimension.

  3. Choose your previously configured Schema ​from the drop-down.

    While all relational schemas are visible, only schemas with a direct identity relationship to the Profile are eligible for selection.

  4. Select the Identity value that represents the entity you want to target.

    In this example, the customer profile is linked to multiple subscriptions, each represented by a unique crmID in the Recipient schema. By setting the Target Dimension to use the Recipient schema and its crmID identity, you can send messages at the subscription level, rather than to the main customer profile, ensuring each contract or line receives its own personalized message.

    Learn more in Adobe Experience Platform documentation

  5. Click Save to complete the setup. Note that once created, a Target dimension cannot be removed or edited.

After configuring the Target Dimension, proceed to create and set up your Channel Configuration and define the corresponding Execution Details.

Configure your Channel configuration channel-configuration

After setting up your Target Dimension, you need to configure your Email or SMS Channel Configuration and define the appropriate Execution Details. This allows you to define :

  • The level of message delivery: for example, sending one message per recipient, such as a single email per individual.

  • The execution address: the specific contact field to be used for sending, such as an email address or phone number.

To configure you channel configuration:

  1. Start by creating and configuring your Channel configuration.

    You can also update an existing Channel configuration.

    ➡️ Follow the steps detailed in this page

  2. From the Execution details section of your Channel configuration, access the Orchestrated campaigns tab.

  3. Click Enabled to make it compatible with Orchestrated campaigns.

  4. Choose your delivery method:

    • Target Dimension: send to the primary entity e.g., recipient.

    • Target + Secondary Dimension: send using both primary and secondary entities e.g., recipient + contract.

  5. Select from the drop-down your previously created Target Dimension.

  6. If you selected Target + Secondary Dimension as the delivery method, choose a Secondary Dimension to define the context for message delivery.

  7. Under the Execution Address section, choose which Source should be used to fetch the delivery address, such as the email address or phone number:

    • Profile: Select this option if the delivery address, e.g. email, is stored directly in the main customer profile.

      Useful when sending messages to the main customer, not a specific associated entity.

    • Target Dimension: Choose this if the delivery address is stored in the primary entity, e.g. a recipient.

      Useful when each recipient has their own delivery address such as a different email or phone number.

    • Secondary Dimension: When using Target + Secondary Dimension as the delivery method, select the relevant Secondary Dimension that you previously configured.

      For example, if the secondary dimension represents a booking or subscription, the execution address, such as an email, can be taken from that level. This is useful in cases where profiles use a different contact detail when booking or subscribing to a service.

  8. From the Delivery address field, click edit icon to choose the specific field to use for your message delivery.

  9. Once configured, click Submit.

Your channel is now ready to use with Orchestrated Campaigns, and messages will be delivered according to the selected target dimension.

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