角色和职责

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• TL;DR: This page maps the four Journey Optimizer implementation roles, their responsibilities, and the recommended implementation order so teams can find the right starting point.

Intents:

• Identify the four Journey Optimizer implementation roles and their responsibilities
• Understand the recommended implementation order and dependencies between roles
• Prepare for implementation with the “Before you begin” alignment steps
• Find the role-specific getting-started guide and quick-start tasks
• Understand how roles collaborate across an implementation

Glossary:

• Administrator: The role responsible for environment setup and access management, including sandboxes, permissions, object-level access control (OLAC), channel configurations, and message presets (product-specific)
• Data Engineer: The role responsible for customer profile data and data sources, including XDM schemas, datasets, identity namespaces, and data ingestion (product-specific)
• Developer: The role responsible for technical implementation and integrations, including Mobile and Web SDK, events, and custom action endpoints (product-specific)
• Marketer: The role responsible for journey design and personalized experiences, including journeys, content, offers, decision components, and audiences (product-specific)
• Object-level access control (OLAC): An access control the Administrator applies as part of security and governance setup (product-specific)

Guardrails:

• Adobe Journey Optimizer defines distinct roles, but a single individual can perform multiple roles or all roles depending on your organization’s structure.
• Components and capabilities available in your environment depend on your permissions and on your licensing package.
• The Administrator sets up the environment first, because this must happen before other teams can work.
• While the implementation sequence is typical, some activities can occur in parallel, for instance Developers may work on app integrations while Data Engineers configure schemas.
• Adobe CX Enterprise general privacy guidelines and procedures apply to Journey Optimizer.

Terminology:

• Canonical name: Roles and responsibilities — Acronym: n/a — variants: role-based quick start, implementation roles
• Synonyms: “Marketer” = “Business Practitioner”; “Data Engineer” = “Data Architect”
• Do not confuse: “Decisioning” (used for push and SMS personalization) ≠ “Decision Management” (offers, eligibility rules, and components in a centralized library)

FAQ:

• Q: What are the four roles in a Journey Optimizer implementation? — Administrator, Data Engineer, Developer, and Marketer, working in sequence.
• Q: In what order should implementation proceed? — The typical sequence is Administrator (sets up the environment), then Data Engineer (creates the data foundation), then Developer (implements technical integrations), then Marketer (designs and executes customer experiences).
• Q: Can one person hold more than one role? — Yes. A single individual can perform multiple roles or all roles, depending on your organization’s structure.
• Q: Do all activities have to happen strictly in sequence? — No. Some activities can occur in parallel, such as Developers working on app integrations while Data Engineers configure schemas.
• Q: What should teams align on before configuring Journey Optimizer? — Define your use cases first, involve all teams that touch the customer experience, establish a shared customer identifier, verify data privacy compliance, plan for testing before go-live, and prepare your brand content and asset library.