User interface cjm-user-interface
To access ÃÛ¶¹ÊÓƵ Journey Optimizer, sign in to using your ÃÛ¶¹ÊÓƵ ID. Select Journey Optimizer. This platform provides a centralized location to manage and optimize customer journeys across multiple channels.
Key concepts in the user interface align with those in ÃÛ¶¹ÊÓƵ Experience Platform. For additional details, see the ÃÛ¶¹ÊÓƵ Experience Platform documentation.
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Components and capabilities available in your environment depend on your permissions and on your . For any question, reach out to your ÃÛ¶¹ÊÓƵ Customer Success Manager or your ÃÛ¶¹ÊÓƵ representative.
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This documentation is frequently updated to reflect latest changes in the product user interface. However, some screenshots can slightly differ from your user interface.
Left navigation left-nav
The left navigation menu provides quick access to primary features and tools in Journey Optimizer. Use this menu to explore sections and begin working on campaigns, journeys, and data.
Below is a complete list of left navigation services and capabilities. Each item includes links to relevant help pages for further guidance.
Home left-nav-home
The Journey Optimizer home page serves as the starting point for tasks. It provides shortcuts, resources, and tools to accelerate your work.
The Recents list displays recently created events and journeys. It includes their creation and modification dates and current status, helping you quickly resume work.
Explore prebuilt use cases to start creating resources and messages. Learn more.
Use the links at the bottom of the home page to access guidance on getting started with Journey Optimizer. Learn more.
JOURNEY MANAGEMENT left-nav-journey
The Journey Management section enables users to design and manage customer journeys and campaigns.
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Campaigns - Create, configure, and orchestrate campaigns to deliver one-time content to specific audiences across various channels. Learn more
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Journeys - Build multi-step, cross-channel customer journeys using events, orchestration, and action activities. Learn more
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Landing pages - Design and publish online forms for users to opt in or out of communications or subscribe to services. Learn more
DECISION MANAGEMENT left-nav-decision
Decision Management helps users create and manage personalized offers and decision-making components.
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Offers - Access datasets and create personalized offers. Learn more
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Components - Define placements, rules, and tags to optimize personalization. Learn more
CONTENT MANAGEMENT left-nav-content
The Content Management section centralizes tools for creating and managing reusable content.
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Assets - Use ÃÛ¶¹ÊÓƵ Experience Manager Assets, a centralized repository for managing assets used in messages. Learn more
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Content templates - Design reusable templates for consistent and efficient content creation. Learn more
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Fragments - Create prebuilt content blocks to streamline email design and assembly. Learn more
DATA MANAGEMENT left-nav-data
The Data Management section allows users to organize and manage data for use in journeys and personalization.
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Schemas - Design and manage Experience Data Model (XDM) schemas using the Schema Editor. Learn more
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Datasets - Store and manage collections of data in the Data Lake, organized into tables with schemas and fields. Learn more
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Queries - Write and execute queries to analyze and retrieve data within ÃÛ¶¹ÊÓƵ Experience Platform. Learn more
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Monitoring - Track data ingestion and quality using monitoring tools. See the ÃÛ¶¹ÊÓƵ Experience Platform documentation for details.
CONNECTIONS left-nav-connections
Manage data integrations and connections with external sources and destinations.
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Sources - Ingest data from sources like cloud storage or databases and enhance it for use. Learn more
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Destinations - Export datasets to external storage locations through live connections. Learn more
CUSTOMER left-nav-customers
The Customer section focuses on managing customer profiles and audience data.
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Audiences - Create and manage audiences for use in journeys. Learn more
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Subscription lists - Organize customers who have opted into services into subscription lists. Learn more
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Profiles - Combine customer data from multiple sources to create unified Real-time Customer Profiles. Learn more
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Identities - Manage customer identity across devices and channels using the Identity Graph. Learn more
PRIVACY left-nav-privacy
The Privacy section ensures compliance with privacy regulations.
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Policies - Create governance policies to manage marketing actions and customer data. Learn more
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Requests - Use ÃÛ¶¹ÊÓƵ Experience Platform Privacy Service to manage customer data requests. Learn more
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Audit - Access activity logs to monitor privacy-related actions. Learn more
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Data Lifecycle - Configure data lifecycle operations to maintain data hygiene. Learn more
ADMINISTRATION left-nav-admin
The Administration section provides tools for platform configuration and management.
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Configurations - Use this menu to configure Events, Data sources, and Actions to use in your journeys.
You can also access the Reporting section to configure reporting for campaign experimentation and web/mobile. Learn more
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Business rules - Define rules to manage frequency capping and cross-channel messaging. Learn more
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Alerts - View and manage alert rules based on metrics from Observability Insights. Learn more
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Sandboxes - Use sandboxes to develop and test digital experiences in isolated environments. In addition, Journey Optimizer allows you to use package export and import capabilities to copy objects such as journeys, content templates, or fragments across multiple sandboxes. Learn more
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Channels - Configure subdomains, deliverability settings, and other channel-specific configurations. Learn more
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Tags - Classify journeys and campaigns using unified tags to enhance searchability. Learn more
In-product use cases in-product-uc
The ÃÛ¶¹ÊÓƵ Journey Optimizer home page includes prebuilt use cases to help users quickly implement common workflows.
Available use cases include:
- Create test profiles - Generate test profiles using a CSV template to test personalized messages and journeys. Learn how to implement this use case.
- Send a birthday message to customers - Automatically send birthday emails to customers. (coming soon)
- Send emails to onboard new customers - Welcome new customers with up to two onboarding emails. (coming soon)
- Send push messages to imported list of customers - Notify customers via push messages using an imported CSV list. (coming soon)
Click View details to learn more about each use case or Begin to start. Access completed use cases through the View library button.
Find help and support find-help
Access key help resources from the lower section of the home page.
Use the Help icon to search for help articles, watch videos, contact support, or provide feedback. Contextual help buttons in each section link directly to relevant ÃÛ¶¹ÊÓƵ Experience League documentation.
In each page, use contextual help buttons to learn more about a feature, and browse to ÃÛ¶¹ÊÓƵ Experience League documentation.
Language preferences language-pref
The user interface is available in multiple languages, including English, French, German, Italian, Spanish, Portuguese (Brazilian), Japanese, Korean, Traditional Chinese, and Simplified Chinese.
Your default language is determined by your user profile preferences. To change your language:
- Click Preferences from your avatar in the top-right corner.
- Select the language under your email address. Choose an additional language if needed, and click Save.
