Create your first journey jo-quick-start
ÃÛ¶¹ÊÓƵ Journey Optimizer includes an omnichannel orchestration canvas which allows marketers to harmonize marketing outreach with one-to-one customer engagement. The user interface allows you to easily drag and drop activities from the palette into the canvas to build your journey. The journey user interface is detailed on this page.
The main steps to create a journey are detailed on this page. They are streamlined as follows:
Build multi-step customer journeys to initiate a sequence of interactions, offers, and messages across channels in real time. This approach ensures customers are engaged at the optimal moments based on their actions and relevant business signals. Target audiences are defined based on behavior, contextual data, and business events. Prerequisites depend on your use case and the type of journey you are building.
Before starting to build your journey, ensure the relevant configuration steps are completed:
- If you want to trigger your journeys individually when an event is received, configure an event. Define the expected information and how to process it. Read more.
- Your journey can also listen to ÃÛ¶¹ÊÓƵ Experience Platform audiences to send messages in batches to a specified set of profiles. For this, create audiences. Read more.
- Define a connection to a system to retrieve additional information that will be used in your journeys, for example, in your conditions. This connection relies on a data source. Read more.
- Journey Optimizer comes with built-in message capabilities. If you are using a third-party system to send your messages, you can create a custom action. Learn more in this section.
As a data engineer, steps to configure your journeys, including Data Sources, Events and Actions are detailed in this section.
Create a journey jo-build
To create a multi-step journey, follow these steps:
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In the JOURNEY MANAGEMENT menu section, click Journeys.
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Click the Create Journey button to create a new journey.
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Edit the journey’s configuration pane to define the name of the journey and set its properties. Learn how to set your journey’s properties on this page.
You can then start designing your journey.
Design the journey jo-design
The omnichannel journey designer helps you build multi-step journeys with targeted audiences, updates based on real-time customer or business interactions, and omnichannel messages using an intuitive drag-and-drop interface.
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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.
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Start by dragging 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.
Test the journey jo-test
Once you have built your journey, test it before publishing. Journey Optimizer offers a Test mode as a way to view test profiles as they move along the journey, detecting potential errors before activation. Running quick tests ensures that journeys operate correctly so that you can publish them with confidence. Learn how to test your journey in this section
You can also execute your journey in Dry run. Journey Dry run is a special journey publication mode in ÃÛ¶¹ÊÓƵ Journey Optimizer that allows journey practitioners to test a journey using real production data without contacting real customers or updating profile information. This feature helps journey practitioners gain confidence in their journey design and audience targeting before publishing it live. Learn how to publish a journey in Dry run mode in this section.
Publish the journey jo-pub
You must publish a journey to activate it and make it available for new profiles to enter it. Before publishing your journey, verify that it is valid and that there are no errors. You cannot publish a journey with errors. Learn more about journey publication in this section.
Once published, you can monitor your journey using the dedicated reporting tools to measure your journey’s effectiveness.
Learn more about journey reports in this section.