Buying Group role templates

In your Adobe Experience Platform home page, click Adobe Journey Optimizer B2B Edition.

On the left navigation, click Buying Groups.

In the Buying Groups page, select the Roles Templates tab.

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The tab provides an inventory list of all existing roles templates. It provides information as Name, Status, Creation date, Created by, Last update, Last updated by, Published on, and Published by in column format.

The list is sorted by the Last update column by default.

The number of live (published) roles templates is displayed at the top-right of the page. All roles templates have a status of Draft or Live.

To filter the list by name, use the search field at the top of the list.

Enter the first few characters of the name to reduce the displayed list to the matching items.

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From the Roles Templates tab, click Create template at the top-right corner.

In the dialog, enter a unique Name (required) and Description (optional) for the template.

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Add a rule for each role that you want to define for the template.

For the Beta release, there are six roles: Decision Maker, Influencer, Practitioner, Executive Steering Committee, Champion, and Other.

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• Choose a role from the list.

• Click Add Condition.

• In the condition dialog, expand the list of Person attributes and locate an attribute that you want to use to match the role. Drag it to the right and drop it in the filter space.

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• Use the attribute to create a matching filter using one or more values.

  In the following example, the Job title attribute is used to identify a match for Decicion Maker. Any value for title that starts with Director or Sr Director evaluates as true for the condition.

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• If needed, add another attribute and condition to further refine the criteria for a match to the role.

• Click Done.

For each additional role you want to include for the templae, click Add another role and define one or more conditions to match for the role.

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If the template is ready for use, click Publish at the top-right.

When you publish the template, it is set to a Live status and is available to associate with a SOlution Interest.

Your changes are auto-saved in the Draft status. If you are not ready to publish the roles template, click the left (back) arrow at the top of the page and return to the Roles Templates list.