Create your first journey jo-quick-start
Prerequisites start-prerequisites
In order to send messages with journeys, the following configurations are required:
-
Configure an event: if you want to trigger your journeys unitarily when an event is received, you need to configure an event. You define the expected information and how to process it. This step is performed by a technical user. Read more.
-
Create an audience: your journey can also listen to Adobe Experience Platform audiences in order to send messages in batch to a specified set of profiles. For this, you need to create audiences. Read more.
-
Configure the data source: you can define a connection to a system to retrieve additional information that will be used in your journeys, for example in your conditions. A built-in Adobe Experience Platform data source is also configured at provisioning time. This step is not required if you only leverage data from the events in your journey. This step is performed by a technical user. Read more
-
Configure an action: If you’re using a third-party system to send your messages, you can create a custom action. Learn more in this section. This step is performed by a technical user. If you’re using Journey Optimizer built-in message capabilities, you just need to add a channel action to your journey and design your content.
Access journeys journey-access
Key metrics & journeys’ list access-metrics
In the JOURNEY MANAGEMENT menu section, click Journeys. Two tabs are available:
Overview: this tab displays a dashboard with key metrics related to your journeys:
- Profiles processed: total number of profiles processed over the last 24 hours
- Live journeys: total number of live journeys with traffic over the last 24 hours. Live journeys include Unitary journeys (event-based) and Batch journeys (read audience).
- Error rate: ratio of all profiles in error compared with the total number of profiles who entered over the last 24 hours.
- Discard rate: ratio of all profiles discarded compared with the total number of profiles who entered over the last 24 hours. A discarded profile represents someone who is not eligible to enter the journey, for example because of an incorrect namespace or because of reentrance rules.
Browse: this tab displays the list of existing journeys. You can search for journeys, use filters and perform basic actions on each element. For example, you can duplicate or delete an item. For more information, refer to this section.
Filter journeys filter
In the list of journeys, you can leverage various filters to refine the list of journeys for better readability.
Here are the various filtering operations that you can perform:
Filter journeys according to their status, type, version and assigned tags from the Status and version filters.
The type can be: Unitary event, Audience qualification, Read audience or Business event.
The status can be:
- Closed: the journey has been closed using the Close to new entrances button. The journey stops letting new individuals enter the journey. Persons already in the journey can finish the journey normally.
- Draft: the journey is in its first stage. It has not been published yet.
- Draft (Test): the test mode has been activated using the Test mode button.
- Finished: the journey automatically switches to this status after the 91-day global timeout. Profiles already in the journey finish the journey normally. New profiles can no longer enter the journey.
- Live: the journey has been published using the Publish button.
- Stopped: the journey has been switched off using the Stop button. All individuals instantly exit the journey.
Use the Creation filters to filter journeys according to their creation date or the user who created them.
Display journeys which use a specific event, field group or action from the Activity filters and Data filters.
Use the Publication filters to select a publication date or a user. You can choose, for example, to display the latest versions of live journeys that were published yesterday.
To filter journeys based on a specific date range, select Custom from the Published drop-down list.
Additionally, in the Event, Data source and Action configuration panes, the Used in field displays the number of journeys that use that particular event, field group or action. You can click the View journeys button to display the list of corresponding journeys.
Build your journey jo-build
Design journeys to deliver personalized, contextual experiences. Journey Optimizer allow you to build real-time orchestration use cases with contextual data stored in events or data sources. Design multistep advanced scenarios powered by following capabilities:
-
Send real-time unitary delivery triggered when an event is received, or in batch using Adobe Experience Platform audiences.
-
Leverage contextual data from events, information from Adobe Experience Platform, or data from third-party API services.
-
Use the built-in channel actions (Email, SMS, Push, InApp) to send messages designed in Journey Optimizer or create custom actions if you’re using a third-party system to send your messages.
-
With the journey designer, build your multistep use cases: easily drag and drop an entry event or a read audience activity, add conditions and send personalized messages.
➡️ Discover this feature in video
Steps to send messages through journeys are listed below:
-
From the Browse tab, click Create Journey to create a new journey.
-
Edit the journey’s properties in the configuration pane displayed on the right side. Learn how to set your journey’s properties in this this page.
-
Start by drag and dropping an event or a Read Audience activity from the palette into the canvas. To learn more about journey design, refer to this section.
-
Drag and drop the next steps that the individual will follow. For example, you can add a condition followed by a channel action. To learn more about activities, refer to this section.
-
Test your journey using test profiles. Learn more in this section
-
Publish your journey to activate it. Learn more in this section.
-
Monitor your journey using the dedicated reporting tools to measure your journey’s effectiveness. Learn more in this section.
Duplicate a journey duplicate-a-journey
You can duplicate an existing journey from the Browse tab. All objects and settings are duplicated to the journey copy.
To perform this, follow the steps below:
-
Navigate to the journey you want to copy, click the More actions icon (the three dots next to the journey name).
-
Select Duplicate.
-
Enter the name of the journey and confirm. You can also change the name in the journey properties screen. By default, the name is set as follows:
[JOURNEY-NAME]_copy
-
The new journey is created and available in the journey list.