Find the right Journey Optimizer capability for your goal ajo-use-case-guide

On this page: Start from what you want to accomplish, then jump to the Adobe Journey Optimizer capability that solves it — without needing to know the feature name first.

Adobe Journey Optimizer offers many capabilities, and the right one depends on what you are trying to achieve. This guide is organized around business goals rather than product features: find the goal that matches your need, then follow the link to start with the recommended capability.

Use this page as a quick router — scan for your goal and jump straight to the right capability. If you are just getting started, begin with Get started with Journey Optimizer to find the right entry point for your role.

NOTE
For step-by-step implementation samples, see the Journey use cases library.

Where an end-to-end tutorial isn’t available for a specific scenario, the link takes you to the best current starting point to learn the capability and begin.

AI is built into many of these capabilities — look for the (AI) tag in the tables below. The conversational AI Assistant can also answer product questions and surface operational insights about your journeys at any time. For the full set of intelligent features, see AI & intelligent features.

TIP
New to Journey Optimizer? Start with Get started with Journey Optimizer to choose the right path for your role, then read What is Journey Optimizer for the essentials. To build hands-on confidence, browse the Journey Optimizer tutorials, follow an expert-curated video playlist, and practice in a training sandbox or with the hands-on challenges.

Set up Journey Optimizer for your team setup-admin

For administrators and technical users who need to configure the environment before building journeys or campaigns.

I want to…
Recommended capability
Start here
Configure email, SMS, or push channels before sending
Channel configuration
Get started with channel configuration
Warm up a new IP address for email sending
IP warmup plan
Get started with IP warmup
Set up roles, permissions, and access control
Access control
Get started with access control
Work across multiple environments or regions
Sandboxes
Work with sandboxes

Engage customers in real time engage-real-time

For scenarios where you react to a customer action or event as it happens.

I want to…
Recommended capability
Start here
Welcome a new customer or subscriber automatically
Event-triggered journey
Get started with journeys · Introduction to building a journey

Before you build: make sure you have (1) a journey entry event configured to capture the sign-up trigger, (2) an email or push channel surface set up for your sandbox, and (3) at least one test profile available to validate the journey before publishing.

I want to…
Recommended capability
Start here
Recover an abandoned cart or browse session
Event-triggered journey
Get started with journeys · Abandoned browse tutorial

Before you build: you need (1) a behavioral event that captures the cart or browse action from your web or mobile SDK, (2) a wait activity strategy decided (typically 1–4 hours before the first nudge), and (3) a channel surface ready for the follow-up message. Note: the journey must include a condition to exit profiles who complete the purchase before the wait period ends.

I want to…
Recommended capability
Start here
Trigger a journey from a website form submission
Event-triggered journey
Get started with journeys · Tutorial
React to in-app behavior (app open, screen view)
Journeys + In-app
Get started with In-app
Send order, shipping, or appointment confirmations
API-triggered campaign
Work with API-triggered campaigns
Re-engage inactive or lapsing customers
Journeys + audiences
Get started with profiles & audiences · Create audiences using the rule builder

Before you build: you need (1) an audience defined in Adobe Experience Platform that identifies inactive profiles (e.g. no purchase or login in 60 days), (2) a decision on re-engagement channel (email, push, or SMS), and (3) a suppression rule or frequency cap to avoid contacting recently messaged profiles. Use a Read Audience journey entry — not an event — for this scenario.

I want to…
Recommended capability
Start here
Test a journey with real data before activating it
Journey dry run
Test your journey with dry run
Pause a live journey to make edits without stopping in-flight profiles
Journey pause & resume
Pause and resume a journey
Build or optimize a journey from a natural-language prompt
Journey Agent (AI)
AI agents · Journey Agent tutorial

Reach audiences at scale reach-at-scale

For scheduled, one-to-many outreach to a defined audience.

I want to…
Recommended capability
Start here
Send a newsletter or promotion to a segment
Scheduled campaign
Get started with campaigns

Before you build: you need (1) a published audience segment in Adobe Experience Platform, (2) an email channel surface with a verified sending domain, and (3) any content fragments or templates you plan to reuse already published. Scheduled campaigns are the right choice here — not journeys — if this is a one-time or recurring send with no branching logic.

I want to…
Recommended capability
Start here
Launch a product with an A/B test
Content experimentation (AI)
Get started with content experimentation · Create content experiments for email campaigns
Notify customers of an outage or service update
Scheduled campaign + audiences
About audiences
Design a multi-step campaign with branching logic
Orchestrated campaigns
Get started with orchestrated campaigns
Target only profiles that changed since my last campaign run
Orchestrated campaigns — incremental query
Build queries in orchestrated campaigns
Check how many profiles match my audience before launching
Audience preview
About audiences
Coordinate messaging across many channels at scale
Orchestration
Get started with orchestrated campaigns · Scaling orchestration to omnichannel engagement
Send each message at the best time for each customer
Send-time optimization (AI)
Send-time optimization

Personalize what each customer sees personalize

For tailoring offers and content to each individual.

I want to…
Recommended capability
Start here
Show the best offer for each customer
Decisioning
Get started with offer decisioning · Web offers tutorial

Before you build: decisioning requires a specific setup sequence. You need (1) decision items (offers) created with eligibility rules and attributes, (2) a selection strategy or ranking formula configured, and (3) a decision policy attached to the surface where offers will appear. Skipping this sequence is the most common reason first-time decisioning setups fail to return results.

I want to…
Recommended capability
Start here
Rank offers using a formula (zip code, income, weather)
Decisioning — ranking formula
Ranking formulas · Ranking formula tutorial · Weather data tutorial
Use external product or CRM data to personalize offers
Decisioning — AEP dataset lookup
Use dataset lookup in decisioning
Tailor message content with profile data
Personalization
Personalize your content
Generate copy, images, and message variations
AI content generation (AI)
AI content generation · Tutorial
Convert a design image into an editable email template
Image to HTML converter (AI)
Convert an image to an email template
Automatically rank and personalize offers
AI ranking models (AI)
AI models for decisioning
Deliver always-on contextual content (no campaign)
Content cards
Get started with content cards · Create content cards
Deliver personalized content via API to any app or surface
Code-based experience
Get started with code-based experience
Control which parts of an email template my team can edit
Content locking
Lock content in email templates

Coordinate & govern delivery coordinate-govern

For controlling how, when, and how often customers are contacted across channels.

I want to…
Recommended capability
Start here
Prevent message fatigue across channels
Frequency capping
Set frequency capping by channel
Resolve conflicting or competing messages
Conflict prioritization
Identify potential conflicts · Tutorial
Decide which journey takes priority
Journey arbitration
Use formulas to rank journeys
Respect quiet hours & consent
Quiet hours / Privacy
Set quiet hours
Enforce consent policies and data usage labels across channels
Consent & data governance
Get started with privacy
Get alerted when a journey has high error or discard rates
Journey alerts
Set up journey alerts

Choose a channel to deliver on choose-channel

I want to send on…
Channel
Start here
Email newsletters, promotions, or transactional messages
Email
Get started with email
Mobile push notifications (iOS and Android)
Push
Get started with push notifications
SMS, MMS, or RCS text messages
SMS/MMS/RCS
Get started with SMS/MMS/RCS · Mobile Learning Hub
WhatsApp messages via Meta Cloud API
WhatsApp
Get started with WhatsApp
In-browser or in-app overlays and banners
In-app
Get started with In-app
Personalized web page content
Web
Get started with web channel
Any surface via API (kiosk, connected device, headless app)
Code-based experience
Get started with code-based experience
Physical mail pieces triggered from a journey
Direct mail
Get started with direct mail

Measure & optimize measure-optimize

For tracking performance, diagnosing issues, and improving results over time.

I want to…
Recommended capability
Start here
See performance metrics for a live journey or campaign
Live reports
Live reports · Monitor & analyze your journey with live reports
Report on full campaign or journey performance after it ends
Global reports
Get started with reporting
Analyze an experiment and get next-step recommendations
Experimentation Agent (AI)
Experimentation Agent · Tutorial
Monitor the health and latency of custom actions in my journeys
Custom action monitoring
Use custom actions
Get alerted when journey error or discard rates exceed thresholds
Journey alerts
Set up journey alerts

Starter flows starter-flows

Each starter flow below is a short, outcome-oriented set of steps: what you will build, who it is for, and how to get there. Pick the goal that matches your first project and follow the links to the detailed documentation.

Welcome new customers flow-welcome

You will build: An automated welcome series that greets every new subscriber and nudges inactive ones.
Best for: Marketers · Capability: Event-triggered journey

  1. Confirm your unified profiles and audiences are receiving the sign-up event.
  2. Create your first journey and use the sign-up event as the entry.
  3. Add a welcome email, then a wait step and a follow-up push notification for profiles that have not engaged.
  4. Personalize the content with profile attributes such as first name and stated interests.

➡️ Start with journeys

Recover abandoned carts flow-cart

You will build: A real-time recovery flow that reminds customers of items left behind.
Best for: Marketers · Capability: Event-triggered journey

  1. Make sure the cart-abandonment event reaches Journey Optimizer (work with your data team if needed).
  2. Build a journey triggered by the abandonment event.
  3. Send a personalized reminder email; if there is no click within 24 hours, branch to a push follow-up.
  4. Personalize with the abandoned items and loyalty status.

➡️ Start with journeys

Send transactional messages flow-transactional

You will build: On-demand order, shipping, or appointment confirmations triggered by an external system.
Best for: Marketers & Developers · Capability: Campaign triggered by an external system

  1. Review how campaigns triggered by an external system work and what payload they expect.
  2. Design the message template and personalize it with the transaction details.
  3. Have your developer call the campaign endpoint from your order or fulfillment system.

➡️ Work with campaigns triggered by an external system

Launch a campaign with content testing flow-campaign

You will build: A scheduled promotion that automatically picks the best-performing content.
Best for: Marketers · Capability: Scheduled campaign + content experimentation

  1. Get started with campaigns and define your audience.
  2. Use content generation to draft subject-line and copy variations.
  3. Set up a content experiment to test variants on a sample, then send the winner to the rest.

➡️ Get started with campaigns

Personalize offers per customer flow-offers

You will build: A decision that shows the single best offer to each customer.
Best for: Marketers · Capability: Decisioning

  1. Get started with offer decisioning and create your offers and eligibility rules.
  2. Add the decision to a journey or campaign message.
  3. Layer in intelligent features to rank and optimize offers automatically.

➡️ Get started with offer decisioning

Example scenarios example-scenarios

These examples illustrate how Journey Optimizer’s capabilities work together across different roles, industries, and channels.

Delayed shipment recovery scenario-delayed-shipment

Role: Marketer | Core capability: Unified profile + audience exclusion

A clothing store typically sends post-purchase surveys to all customers who have purchased products in the last week. Due to inclement weather, a few shipments experienced delays. Seeing which customers have not received their shipments, the clothing store can exclude them from the scheduled customer satisfaction send and instead send a personalized email apologizing for the delay and offering a discount code with product recommendations based on the customer’s past purchases.

Get started with campaigns

Real-time in-store engagement scenario-instore

Role: Marketer | Core capability: Geofence triggering + push

The same retailer can engage a loyal customer who pulls into the store parking lot in real time by sending them a push notification about a sweater that is back in stock in the customer’s size.

Get started with push notifications

Cart abandonment recovery scenario-cart

Role: Marketer | Core capability: Event-triggered multi-step journey

When a customer adds items to an online cart but leaves without completing the purchase, Journey Optimizer detects the event in real time and starts a recovery journey automatically. The customer receives a personalized email reminding them of the items left behind. If they do not click through within 24 hours, a follow-up push notification is sent — personalized based on their browsing history and loyalty status.

Build your first journey

Streaming service welcome series scenario-welcome

Role: Marketer | Core capability: Event-triggered welcome journey

When a customer subscribes to a streaming service, Journey Optimizer detects the sign-up event and immediately starts a multi-step welcome journey. The customer receives a welcome email encouraging them to open the app for the first time. If no login activity is detected within 48 hours, a follow-up push notification is sent with personalized content recommendations based on their stated interests during sign-up — turning a passive subscriber into an active, engaged user from day one.

Build your first journey

Reservation reminder with directions scenario-reservation

Role: Marketer | Core capability: Scheduled + location-aware messaging

A hospitality brand sends each guest a timely reminder one hour before their reservation. The notification includes the guest’s name, reservation time, and location-based directions to the venue — automatically assembled from the customer profile and booking data, with no manual effort from the marketing team.

Get started with campaigns

Proactive service outage notification scenario-outage

Role: Operations | Core capability: Automated audience selection at scale

When a service disruption occurs, Journey Optimizer automatically identifies the affected customers based on their account data and usage patterns. Those customers receive a proactive notification acknowledging the issue and outlining next steps — turning a potentially negative experience into a moment of transparency and trust, delivered at scale.

Build your first journey

Intelligent promotional campaign scenario-ai-campaign

Role: Marketer | Core capability: Content generation + experimentation

A retail brand planning a product launch uses Journey Optimizer’s AI Assistant to generate multiple subject line and body copy variations in minutes — guided by a natural language prompt and their uploaded brand guidelines. Built-in content experimentation automatically identifies the best-performing variant among an initial audience sample. The winning message is then deployed to the remaining recipients, maximizing engagement without additional copywriting effort.

Explore intelligent features | Learn about content experimentation

Maintenance alerts via mobile app scenario-maintenance

Role: Operations | Core capability: Non-marketing journey orchestration

Non-marketers such as operations teams and customer support can use Adobe Journey Optimizer to manage operational notifications or monitor onboarding processes. For example, an amusement park where visitors download a mobile app as part of their experience: maintenance staff can use Journey Optimizer to notify park visitors of rides currently closed due to maintenance.

Build your first journey

Video library videos

Browse curated video content by topic. Each tab links to the relevant tutorials and playlists on Experience League.

Getting started
Journeys & campaigns
Personalization & intelligence
Reporting & optimization

Choosing between journeys, campaigns, and orchestrated campaigns choosing

Scenario
Use
Behavior-driven, multi-step, each customer moves at their own pace
Journey
Simple scheduled or API-triggered message to an audience
Campaign
Complex batch workflow with multi-entity segmentation
Orchestrated campaign

Not sure? not-sure

If your goal maps to a term you are unfamiliar with, or you are unsure which capability the table points to, start with the Journey Optimizer key terminology page to clarify the concepts behind each capability.

You can also build hands-on confidence with the end-to-end exercises in the Journey Optimizer tutorials.

recommendation-more-help
journey-optimizer-help