Migrate content and journeys migrate-content-and-journeys
If you are moving to Journey Optimizer from another marketing platform, you do not have to start from a blank slate. Journey Optimizer includes a dedicated workspace that imports your existing email content and journeys. It converts them into Journey Optimizer content templates and journeys, so you can pick up where you left off instead of rebuilding everything from scratch.
To migrate your content and journeys to Journey Optimizer, you need the following permissions: Manage Campaigns, Manage Journeys, Manage Message, Manage Segments, Manage Library items, View and Manage sandboxes and Manage AJO integration configuration. Learn more on roles and permissions
You can access this workspace directly from the Journey Optimizer homepage.
Set up a connection set-up-a-connection
To import content or journeys through an API, first connect Journey Optimizer to your source platform:
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In the workspace, select Manage connections.
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Click New connection.
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Fill in the details below:
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Connection Name: A name that identifies the source system, such as
Marketing-Automation-Prod. Names must start with a letter and can only contain letters, numbers, underscores, or hyphens, between 4 and 50 characters long. -
Base API URL: The root URL of the source system’s API, without any resource path or query string, such as
https://api.example.com. -
Description: Optional context to help you and other users identify the purpose of this connection.
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Authentication Method: How Journey Optimizer authenticates to the source system. Choose API Key to send a single credential with each request. Choose OAuth 2.0 to use a token-based protocol that is better suited to enterprise and third-party APIs.
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Client ID: The public identifier assigned to your application when you registered it with the authorization server. Required for OAuth 2.0 connections.
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Client Secret: The confidential credential associated with your client ID. Keep it private, as it is known only to your application and the authorization server. Required for OAuth 2.0 connections.
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Token URL: The authorization server endpoint that issues access tokens for the client credentials flow, typically ending in
/oauth/tokenor/token. Required for OAuth 2.0 connections.
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Select Create.
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Once your connection is set up, use the advanced menu to delete it, or to mark it as default so it is pre-selected the next time you import content or journeys.
Import Email content import-email-content
Once you have a source for your content, either an HTML file or a connection to your source platform, import it into the workspace to convert it into a Journey Optimizer content template.
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From the Email content tab, choose how you want to import your email content:
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Upload HTML: Select one or more HTML email files from your computer.
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Browse from connection: Browse and select emails directly from your connected marketing platform, without needing to export and upload files manually.
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For an HTML upload, browse for your file or drag and drop it into the upload area. Click Upload once done.
Files must be in
.htmlor.htmformat and no larger than 10 MB.
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For import from connection, choose from the Emails list and click Import.
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Access your imported email and review the imported HTML.
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Add your Subject line and map each personalization placeholder to the corresponding profile attribute.
The workspace converts the source scripting syntax to Handlebars syntax automatically. For a list of supported operators, see Operators.
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Select a folder to upload the email’s images to Experience Manager Assets and click Upload assets.
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Once your email is ready, select Migrate, then select View in Journey Optimizer to open the new content template.
Your content template is now available in Journey Optimizer and ready to use in your journeys.
Import journeys import-journeys
Recreate your journeys by importing a screenshot of the journey flow, or by connecting to your source platform.
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From the Journeys tab, choose how you want to import your journeys:
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Upload screenshots: Select one or more journeys screenshots from your computer.
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Browse from connection: Browse and select journeys directly from your connected marketing platform, without needing to export and upload screenshots manually.
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For an HTML upload, browse for your file or drag and drop it into the upload area. Click Upload once done.
Files must be in .png, .jpg, .gif, .webp format and no larger than 5 MB.
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For import from connection, choose from the journeys list and click Import.
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Preview the journey that the workspace generates from your source.
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From the Action items pane, resolve each item based on the type of activity it belongs to:
- For each message step, select a channel configuration and content template.
- For each Audience activity, select the audience.
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Select Apply changes, then select View in Journey Optimizer to open the journey canvas.
Your journey is now available in Journey Optimizer, where you can review the canvas, make any final adjustments, and activate it when you are ready to go live.
Track migration track-migration-progress
The workspace overview helps you keep track of every email you have imported and quickly find the ones still awaiting action. Each imported email shows a status of needs review, migrated, or failed, so you can see where it stands at a glance. A set of KPIs at the top of the screen gives you an at-a-glance count of items in each status:
- Total emails (or Total journeys): The overall number of items imported into the workspace.
- In Progress: Items that are still being reviewed or mapped before they can be migrated.
- Migrated: Items that were successfully converted and are available in Journey Optimizer.
- Failed: Items that could not be migrated and need attention.
A set of filters lets you narrow down the list of imported email content so you can focus on a specific subset instead of scrolling through every item. Combine one or more of the following filters to find what you are looking for:
- Status: Show only emails with a specific status, such as Needs review, Migrated, or Failed.
- Created: Show emails imported within a specific date range.
- Updated: Show emails last modified within a specific date range.
