開始使用自訂動作 about_actions

在此頁面上:​瞭解動作和自訂動作如何讓您透過REST API呼叫提供個人化體驗並連線協力廠商系統,讓您可以延伸歷程至內建訊息以外的範圍。

動作是指您向客戶提供個人化即時體驗時使用的連結,例如推播通知、電子郵件、簡訊或您在業務中使用的任何其他數位參與方式。

➡️ 在影片中探索此功能

Journey Optimizer隨附內建訊息功能。 自訂動作可讓您設定第三方系統的連線,以傳送訊息或 API 呼叫。 您可以使用任何提供者提供的任何服務來設定動作,這些服務可經由 REST API,搭配 JSON 格式的承載進行呼叫。

  • 如果您使用Adobe Campaign v7或v8,整合可應要求提供。 請參見此頁面

  • 如果您使用協力廠商系統來傳送訊息,例如Epsilon、Facebook、Adobe Developer、Firebase等,則需要建立和設定自訂動作。 請參見此頁面

CAUTION
自訂動作的設定必須由​ 技術使用者 ​執行。

自訂動作是技術使用者定義的其他動作,可供行銷人員使用:設定後,自訂動作會顯示在您歷程的左側浮動視窗,位於​ 動作 ​類別中。 請在此頁面了解更多。

若要檢視動作清單或設定新動作,請在[管理]功能表區段中選取​組態。 在​ 動作 ​區段中,按一下​管理。 畫面隨即顯示動作清單。 如需介面的詳細資訊,請參閱此頁面

瞭解如何在此專屬頁面🔗上疑難排解自訂動作。

作法影片 video

瞭解如何設定自訂動作。

其他資源

瀏覽以下章節,進一步瞭解設定及使用自訂動作:

AI Knowledge Reference

This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.

For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.

  • TL;DR: This page introduces actions and custom actions in Journey Optimizer, which let you deliver personalized real-time experiences and connect third-party systems through REST API calls.

Intents:

  • Understand what actions and custom actions are and how they extend journeys
  • Distinguish built-in message capability from third-party custom actions
  • Identify when to use the Adobe Campaign v7/v8 integration versus a custom action
  • Access the action list from the Configurations Actions area
  • Learn who is responsible for configuring custom actions

Glossary:

  • Action: A connection through which you deliver personalized, real-time experiences to customers, such as push notifications, email, SMS, or other digital engagement (product-specific)
  • Custom action: A configured connection to a third-party system that sends messages or API calls, defined by technical users and made available to marketers (product-specific)
  • Built-in message capability: The messaging capability that comes with Journey Optimizer, distinct from custom actions (product-specific)

Guardrails:

  • The configuration of custom actions must be performed by a technical user.
  • An action can be configured with any service from any provider that can be called through a REST API with a JSON-formatted payload.
  • Once configured, custom actions appear in the left palette of your journey, in the Action category.

Terminology:

  • Canonical name: Custom action — Acronym: n/a — variants: action, custom actions
  • Do not confuse: “built-in message capability” (native Journey Optimizer messaging) ≠ “custom action” (third-party connection through a REST API)
  • Do not confuse: “action” (the general connection concept) ≠ “custom action” (the configured third-party connection)

FAQ:

  • Q: What is a custom action? — A configured connection of a third-party system to send messages or API calls, usable with any provider callable through a REST API with a JSON-formatted payload.
  • Q: Who must configure custom actions? — The configuration of custom actions must be performed by a technical user.
  • Q: How do I connect Adobe Campaign v7 or v8? — An integration is available upon request; refer to the Adobe Campaign v7/v8 integration page.
  • Q: Where do custom actions appear after configuration? — In the left palette of your journey, in the Action category.
  • Q: Where is the action list found? — Select Configurations in the ADMINISTRATION menu section, then click Manage in the Actions section.
recommendation-more-help
journey-optimizer-help