---
title: Payment Abandonment Journey
slug: hol-bajaj-allianz/payment-abandonment-journey
docTags: 
createdAt: 2025-03-30T03:52:04.220Z
---

Journeys are designed for in-the-moment communications, in this exercise we will create an Abandoned Payment journey triggered when the customer starts a quote but does not proceed past the the payment page.  If they don't complete a purchase within an hour we will send an email reminder - or whichever channel is preferred. &#x20;

This is just one example of how journeys can be triggered from streamed events, some other ideas could be:

- Claim Optimization - provide helpful information during the claim process
- Garage Proximity - promote a new garage or partner business when the customer is nearby
- New Policy Purchases - request feedback after purchasing

## Create the Journey

For this exercise we will switch modules to Journey Optimizer.  Use the solution switcher in the top right to change to **Journey Optimizer. &#x20;**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/j9JQeaCdKVA2jAREinhx9_image.png)

Journey Optimizer is where you can build out your customer journeys starting from individual streaming events for in the moment communications or scheduled batch communications leveraging pre-defined audiences. &#x20;

Click on **Journey Management -> Journeys&#x20;**&#x69;n the left hand navigation.   Then click to **Create** **Journey**.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/OfujRL7eBSymjJVv-UhfW_image.png)

Give your journey a **name.  &#x20;**&#x53;omething unique like *\[your last name] - quote abandoned payment. &#x20;*

It's in the journey properties that we can configure re-entrance settings, by default journeys allow customer to re-enter them after 5 minutes if they take the same action.  In this real world you probably wouldn't want a customer to enter this journey more than once per day, but you can leave the settings as is for the exercise. &#x20;

Click **Save**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/ueJ7p1Wk-w0Wbht3Ga9Eb_image.png)

Every event received by Adobe Experience Platform can be used to start a journey, but to improve usability only events defined by an administrator as available for journeys will appear in the journey builder.  An administrator has pre-configured the quote start and quote purchase events for you. &#x20;

Drag the **QuoteStart&#x20;**&#x65;vent into the canvas.  &#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/_8O6qeNFqwrqSAj7QuH9z_image.png)

Click **Save**, there is nothing to configure for this activity. &#x20;

Drag the **QuotePurchase&#x20;**&#x65;vent into the canvas and attach it to the end. &#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/m_MIjot9KL61-MVwkuQ8e_image.png)

In the event properties, we want to add a **timeout&#x20;**&#x63;ondition.  Set the timeout to wait for **10 minutes&#x20;**&#x66;or the purchase event to be received.   If the customer does not complete the form within this time this is when we will start to retarget them.    Make sure the **Set a timeout path** checkbox is ticked.   &#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/l8yHVmbV0gABM57jBQ-Ro_image.png)

Click **Save**

Drag an **Email** to action to the timeout path.  Set the **Email configuration** property to **email-marketing.&#x20;**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/8Kgpts2XJbTseCB_qpHmW_image.png)

Click **Save&#x20;**

Your journey should look like this.  &#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/wzO3L_xPtGbyevNaoD8YW_image.png)

## Add Email Content&#x20;

Click on the **Email&#x20;**&#x61;ctivity and click **Edit Content.**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/_OEqsBEY_eRKUEupFC1As_image.png)

Give your email a **Subject** **line**, then click to **Edit email body**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/yiePJ3U5SRFkLXwiCa0lV_image.png)

We're going to start with a brand approved email template, click to view **Saved templates** then select the **Bajaj Allianz Basic Template. &#x20;**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/yELJRo2DACortZYjwAcsU_image.png)

Once the preview has loaded click to **Use this template**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/T6zePgwF0yMc_tKYsbMuP_image.png)

Let's add the customer's firstname to the content, highlight the placeholder and click on the **Add Personalisation&#x20;**&#x62;utton.&#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/9PfMq8P3YynDVqYBMlXhM_image.png)

The personalisation editor gives you access to all of the known profile attributes.  &#x20;

1. Search for **first&#x20;**&#x20;
2. Click the **+** icon to add the first name syntax
3. Click **Save**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/E8AXTcK1ovBpgxa5BFhTy_image.png)

Next, update the main text content of the email.   We can add additional personalisation data coming from the event that triggered the journey not just the profile attributes.  In this case we can access attributes such as registration number or the quote number. &#x20;

Click to **Add Personalisation.**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/QWZVyPmA8B6rh1GaUkAzs_image.png)

In the personalisation editor&#x20;

1. Click from Profile attributes to **Contextual Attributes**
2. Search for **quote**
3. Click the **+&#x20;**&#x69;con to insert the quote no syntax into the editor&#x20;
4. Click **Save**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/sEesQba5LpTM_nPcWhJ8N_image.png)

Update the Call to Action, click the button and update the label and URL.  Note that the quote number or other contextual information could be appended to this URL if needed to return to the right place in the process. &#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/1Dzf8uWzszPcvDTleCRyr_image.png)

Lastly, let's update the imagery to match the experience from the website. &#x20;

Click on the image block, and click **Browse**.&#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/P6VA1m56WyxAiWAsz74s6_image.png)

This opens the **Asset Explorer&#x20;**&#x77;here you can access the Adobe Experience Manager Asset library.   These are the same assets used to build your website.   &#x20;

1. Click on the **Bajaj Allianz&#x20;**&#x66;older.&#x20;
2. Select the **car\_svg.png** image. &#x20;
3. Click **Select&#x20;**&#x74;o insert the image into the email&#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/sEu1LGzxBtYGIMq7EFSXu_image.png)

We now have a default banner in the email, but we want to personalize it to match the website experience depending on the vehicle body type.   Select the newly inserted image and click to **Enable conditional content.**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/JvRbSYPmpHao2nT4TRn0n_image.png)

In the left hand panel you can see the dynamic content variants.  Rename the second variant to **SUV&#x20;**&#x74;hen click to **select condition.&#x20;**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/SyQV2_m6QrFjmX5QC1TcE_image.png)

Once again, we can leverage profile attributes, audiences or contextual information from the event that triggered the journey to create dynamic content conditions. &#x20;

1. Select the pre-exisitng condition **Bodytype = SUV.  &#x20;**
2. Click **Select**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/gpxAOjJ6fc5PqbF6Av4zy_image.png)

Lastly update the image for this variant to use the suv.png image. &#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/z4QyduvOCgXTyRgyjy-hH_image.png)

You can configure additional variants as needed, by clicking the **+ Add variant** button. &#x20;

Once you're happy with the content click **Save&#x20;**&#x69;n the top right, then click the **\<-&#x20;**&#x61;rrows in the top left corner to return to the journey. &#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/YleLglkJyQYUsI7yTsrEo_image.png)

Once you're back to the journey canvas, click **Save&#x20;**&#x6F;n the email activity properties.&#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/UekFDJ2TEqfwNtftP6KmD_image.png)

:::hint{type="success"}
Congratulations you've created your first journey.   It's now ready for testing.
:::

## Test the journey

The journey is now ready for testing.   Click the **Test mode** button to move the journey to testing mode.&#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/2gCXyW-dlhtgS7ryKRyfh_image.png)

Once the journey moves to **Draft(Test)** status it's ready for testing.   When in test mode, you can override any **wait times** defined in the journey to reduce the duration.   By default the journey will wait only 10 seconds for the purchase event instead of waiting the 10 minutes that we configured. &#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/xXrz-GV687oiruC852C0J_image.png)

Click to **Trigger an event**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/tGyFP-wNroZxyELireFLD_image.png)

Select the QuoteStart event:

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/gwQU2oI0CZGlNL6V9uiUw_image.png)

Then set the event attributes as follows:

| **Attribute**                                                                                                | **Value**                                                                                                                                                                                                                                                                      |
| ------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| EVENT TYPE                                                                                                   | quote.start                                                                                                                                                                                                                                                                    |
| PROFILE IDENTIFIER<br />*identityMap.id*                                                                     | Retrieve the phone number from your customer profile - you can copy it from the xray panel on the website<br />:inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/W8D7xogIKrFWA50pWhAOX_image.png" alt caption size="62" width="422" height="871"} |
| PRIMARY<br />*identityMap.primary*                                                                           | Toggle the switch to on                                                                                                                                                                                                                                                        |
| CORE<br />*\_demoapac.identification.core.ecid*                                                              | Retrieve the ECID from the website xray panel<br /><br />:inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/nBaXiciMfwAzdjc65jUJV_image.png" alt caption size="70" width="528" height="871"}                                                       |
| QUOTE<br />*\_demoapac.interactionDetails.fsi.quote.****policyType***                                        | Car                                                                                                                                                                                                                                                                            |
| QUOTE<br />*\_demoapac.interactionDetails.fsi.quote.****quoteNo***                                           | anything you want can go here                                                                                                                                                                                                                                                  |
| VEHICLE DETAILS<br />*\_demoapac.interactionDetails.fsi.quote.vehicleDefails.****bodyType***                 | SUV                                                                                                                                                                                                                                                                            |
| VEHICLE DETAILS<br />*\_demoapac.interactionDetails.fsi.quote.vehicleDefails.****make***                     | anything you want can go here                                                                                                                                                                                                                                                  |
| VEHICLE DETAILS<br />*\_demoapac.interactionDetails.fsi.quote.vehicleDefails.****model***                    | anything you want can go here                                                                                                                                                                                                                                                  |
| VEHICLE DETAILS<br />*\_demoapac.interactionDetails.fsi.quote.vehicleDefails.****vehicleInformationNumber*** | your rego number                                                                                                                                                                                                                                                               |

Once the event attributes are set, click **Send&#x20;**&#x74;o trigger the test event.&#x20;

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/QMdEa1mWpmFJSBSKsWjAC_image.png)

You'll see a notification that the test event was sent successfully and a greenline will indicate the profile's progress through the journey.&#x20;



![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/gumclYC1YzgM8RV5uFhOH_image.png)

:::hint{type="success"}
Congratulations you've created your first journey!   This concludes the exercise on Quote to Conversion.
:::

