Optimize activity journey-path-optimization

From the Orchestration section, drag and drop the Optimize activity into the journey canvas.

Add an optional label, which can be useful to identify the activity in reporting and test mode logs.

Select Experiment from the Method drop-down list.

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Click Create experiment.

Select the Success metric you want to set for your experiment. Learn more on the available metrics and how to configure the list in this section.

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You can choose to add a Holdout group to your delivery. This group will not enter any path from this experiment.

You can allocate a precise percentage to each Treatment, or simply switch on the Distribute evenly toggle bar.

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Click Create.

Define the elements you want for each branch resulting from the Experiment, for example:

• Drag and drop an Email activity onto the first branch (Treatment A).

• Drag and drop a Wait activity of two days onto the first branch, followed by an Email activity (Treatment B).

• Drag and drop an Email activity onto the third branch, followed by an SMS activity (Treatment C).

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Optionnally, use the Add an alternative path in case of a timeout or an error to define a fallback action. Learn more

Select a channel action and use the Edit content button to access the design tools.

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From there, using the left pane you can navigate between the different contents for each action in your experiment. Select each content and design it as needed.

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Publish your journey.

From the Orchestration section, drag and drop the Optimize activity into the journey canvas.

Add an optional label, which can be useful to identify the activity in reporting and test mode logs.

Select Targeting rule from the Method drop-down list.

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Click Create targeting rule.

Click Create rule > Create new and use the rule builder to define your criteria.

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For example, define a rule for Gold members of the Loyalty program (loyalty.status.equals("Gold", false)), and a rule for the other members (loyalty.status.notEqualTo("Gold", false)).

You can also click Create rule > Select rule to select an existing targeting rule created from the Rules menu. Learn more

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In this case, the formula that makes up the rule is simply copied into the journey activity. Any subsequent changes to that rule from the Rules menu will not affect the journey’s copy.

After you added a rule, you can still modify it. Choose Edit inline to update it on the go using the rule builder, or Select rule to pick up another existing rule.

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Select the Enable fallback path option as needed. This action creates a fallback path for the audience that does not meet any of the targeting rules defined above.

Click Create to save your targeting rule settings.

Back in the journey, drop specific actions to customize each path. For example, create an email with personalized offers for Gold Loyalty members, and an SMS reminder for all other members.

If you selected the Enable fallback content option when defining the rule settings, define one or more actions for the fallback path that was automatically added.

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Optionnally, use the Add an alternative path in case of a timeout or an error to define an alternate action if issues occur. Learn more

Design appropriate content for each action corresponding to each group defined by your targeting rule settings. You can seamlessly navigate between the different contents for each action.

In this example, design an email with special offers for Gold members, and an SMS reminder for the other members.

Publish your journey.