Investment Goals = Retirement, Marital Status Married with Stock Page View
In this exercise, we will create an audience to qualify
Navigate to the Customer > Audiences page.
Click on the Browse tab.
Click Create audience.
In the left-hand rail of the audience canvas, click on the gear icon. Select Show full XDM schema.
Experience Events
Click Events to search for Experience Events stored in the union schema.
Drill down to the following folder path to find the Name event field.
XDM ExperienceEvent > Web > Web Page Details > URL
Validate your findings by clicking on the folder in the left-hand rail. The folder tree will expand to show the location of your search results.
Alternatively, you can search "Name" in the search bar. The results will display all event fields of the same name. Validate your findings by clicking on the i icon next to the field.
Drag and drop the field into the canvas. An Events container should expand.
Change the operator of the event rule to contains.
Enter "Stock" in the free-form field.
Attributes
In the left-hand rail, click Attributes
Drill down to the following folder path to find Investment Goals attribute field.
XDM Individual Profile > Adobeamericaspot 5 > cgWealthManagement > InvestmentGoals
- Validate your findings by clicking on the folder in the left-hand rail. The folder tree will expand to show the location of your search results.
- Alternatively, you can search "InvestmentGoals" in the search bar. The results will display all fields of the same name. Validate your findings by clicking on the i icon next to the field.
XDM Individual Profile > Adobeamericaspot 5 > cgWealthManagement > MaritalStatus
- Validate your findings by clicking on the folder in the left-hand rail. The folder tree will expand to show the location of your search results.
- Alternatively, you can search "MaritalStatus" in the search bar. The results will display all fields of the same name. Validate your findings by clicking on the i icon next to the field.
Drag and drop the field into the canvas. An Attributes container should appear.
Change the operator of the attributes rule to This month.
Above the box in the Events container, click on the defaulted "Any time" recency setting. Change to In Last. Enter 30 and select Days
Enter a name for your newly created audience