--- title: Creating the journey slug: lab-fsi/3_-W-creating-the-journey description: >- docTags: createdAt: 2024-01-30T23:03:21.354Z --- # Story so far The customer has recently subscribed to a personal loan and is approaching their first repayment. Two weeks before the due date, they receive an email reminder, followed by a push notification one day before. Across these touchpoints, they are presented with a personalized offer for related insurance products, consistently displayed in communications and on the website. # Journey overview To get an overview of all journeys in Adobe Experience Platform: - In the menu on the left side, under **Journey Management**, click on **Journeys**. You will see an overview with all existing journeys. ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/oNsrZtkQh3P2D1ibSDhZQ_image.png) # Finalise the journey ## Duplicate the journey To speed up the exercises, the team has already created a journey. Your task now is to duplicate it and complete the missing bits. Locate the **\[Example] Engage - 2 weeks before 1st loan repayment **journey. Click on the three dots button next to the journey's name and then click on the **Duplicate** option. You'll be prompted with a message to choose the name of your journey. 1. Set the name to`[{{LASTNAME}}]- Engage - 2 weeks before 1st loan repayment` 2. Find your journey in the list and click on its label to open the journey canvas. Since the journey is already prebuilt, explore each node. ## Audience Qualification The journey starts with an audience qualification entry trigger. - Click on **Delivery in 2 days** to open the detailed view. - Audience is set to **\[Example] 1st payment in 2 weeks.** - The **behavior** is set to `Enter`. This means the journey will start as soon as the customer qualifies for the audience. - The **namespace** is set to `ECID (ECID)`. - Your screen should look like the image below. - Click **Cancel **to close the panel. ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/6lU3JCB3G12Kdx7HDVvUE_image.png) ## Email - Loan payment reminder The email is partially built. You have to complete some parts to make it fully work. - Click on the **Loan payment reminder **activity to open the detailed view. - Click on **Configure action**. - Enable **Send time optimization**, choose to **Optimize send time** for `Opens` and set it to **send within next** `6` hours. :::hint{type="info"} Adobe Journey Optimizer’s Send-Time Optimization feature, powered by Adobe’s Journey AI services, chooses the optimal send time for email and push messages to maximize customer engagement, based on your customers’ historical open and click behavior. ::: - Click on **Edit content** to finish designing your email. - Click on **Edit email body**. The email designer will now open. It should look like this: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/R7f5UPMe6QwkxQ_se7JN2_image.png) Most of the content are prebuilt into the email. You have to customise the email for journey with personalised Post-sales offers. ### Improve the content with Gen AI variations Ask the AI Assistant for improvements: - Select the block of text below the image. - In the right panel, click on the **AI Assistant** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/0d1pI38a7ynULUqIB7pXf_image.png" alt caption width="66" height="70"} ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/Okb5t_GTzHqzYCa4D51Kv_image.png) - Click on the **Fullscreen **icon :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/FFAyWiJHLXYEuJtzsXZ_r_image.png" alt caption width="54" height="50"}to maximize the window - Click on the **Brand alignment** tab - Click on the **Evaluate score** button to get the Brand alignment score and scroll down to see what could be improved. Click on **Writing style (low) **to see the brand violations. Then go back with the :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/2z8Odx1Ur7P71kCAiu-u__image.png" alt caption width="264" height="66"} button. - ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/gucPeasmd2JyI7KkrY6k2_image.png" size="42" width="626" height="1080" darkWidth="626" darkHeight="1080" position="center" showCaption="false"} - Click on the **AI assistant** tab - The **SecurFinancial brand** should already be selected - Try this prompt :::BlockQuote Make the text shorter, more reassuring and on brand so the customer feels relaxed about the payment and understand it is important to make payment on time. ::: - Set **Text settings** to - Communication strategy: Informative - Language: English - Tone: Empathetic - Click on **Generate **button and you should see couple of recommendations. - Look at the variations, select one that increases the brand alignment score or make a feedback to refine. Click on the select button in the top right corner. - ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/M-BkdMktip6oJcWdnaiO6_image.png) ### Include personalised offers Scroll down to the bottom and click in the white space between the two cards. You'll see a orange border appearing with the label **Repeat Grid**. ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/PEdMtgknkezaQQBo8LZCp_image.png) :::hint{type="info"} Repeat Grid lets marketers reuse one content pattern across multiple offers or items, making personalized emails faster, more consistent, and easier to scale. In the Repeat grid you configure one element and the it gets repeated for all the offers available in the Decision Policy. ::: - Click the **Decisioning** icon from the right hand menu ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/lozIfjVMH7V49uRxymcOF_image.png) - Click **Add Decision Policy >Add new policy** **** ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/YyGCFQTZcUNIVZyShM8x__image.png) - Set the name of the decision policy to:`[{{LASTNAME}}] Insurance Offer`. - Set the number of items to **2**. - Click **Next**. - Under **Strategy sequence**, select **+Add > Selection Strategy.** - Select the `{{LASTNAME}} - Next Best insurance Offer` Next Best Insurance Offer. - Click** Save** to close the window. - Click **Next** and review your decision policy. - Click **Create**. To use the decision policy in an email, you have to assign a **placement**. - Click **Assign Placement** in the Decisioning panel. - Check the **email-1-1-column **placement - Click** Assign.** With the decision policy assigned to the Repeat Grid block you can now use the offer fields to fill the fragment. Click on Settings icon to show the settings menu. ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/FzBQutty2okHu2IDEpTqN_image.png) - Click the image of the block. - From the image settings on the URL, remove the **Source** URL by clicking the **X**. - Click on the **Source** text box, type a white space to enable the personalisation menu. - Click :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/WSzY1Mhy7gac4v7diCQHw-20260414-122756.png" alt caption width="37" height="37"} to open the personalisation editor. - On the left menu, click on **Decision Policies**. - From the **\_demopotemea**, go in the **Offer Content > Media Assets > Image (High Resolution)** folder and search for the `sourceURL` attribute. - Click **+** to add the first attribute in the list into the expression editor. You should see: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/WZIAWghiEbarKNTdcMis6_image.png) - Click **Save.** :::hint{type="info"} When the email is sent, the decision policy retrieves the top two offers based, using the Selection Strategy rules, and will use the sourceURL to fill the image source. ::: Now you can repeat a similar action to configure the rest of the fields in the block. **Header** - Select the **One line header** text and click on :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/tVvfxbfT8nzcojeG-zyck_image.png" alt caption width="31" height="31"} in the top toolbar. - Select **Decision policies **from the left menu. - From the **\_demopotemea** policy, go in the **Offer Content > Text Content **folder and search for the `Compact Title `attribute - Click **+** to add the attribute in the list into the expression editor. - Click **Save.** **Body** - Select the **Description **text and click on :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/tVvfxbfT8nzcojeG-zyck_image.png" alt caption width="31" height="31"} in the top toolbar. - Select **Decision policies **from the left menu. - From the **\_demopotemea** policy, go in the **Offer Content > Text Content **folder and search for the `Full description `attribute. - Click **+** to add the attribute in the list into the expression editor. - Click **Save** **Button** - Click on the **Button**. - From the button options on the right-hand side panel, click on :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/WSzY1Mhy7gac4v7diCQHw-20260414-122756.png" alt caption width="37" height="37"} , next to the **Url** field to open the expression editor. - Select **Decision policies **from the left menu. - From the **\_demopotemea** policy, go in the **Offer Content > Navigation **folder and search for the `Web URL`attribute. - Click **+** to add the attribute in the list into the expression editor. - Click **Save.** **** - Now select the **Button** text and from the top toolbar click on the **Add Personalisation **icon :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/tVvfxbfT8nzcojeG-zyck_image.png" alt caption width="31" height="31"} to open the expression editor. - Select **Decision policies **from the left menu. - From the **\_demopotemea** policy, go in the **Offer Content > Text Content **folder and search for the `Banner Call To Action `attribute. - Click **+** to add the attribute in the list into the expression editor. - Click **Save.** :::hint{type="warning"} Reminder! Now is a good time to **Save **your email (top, right **Save** button). ::: :::hint{type="info"} The personalization editor is the centerpiece of the personalization in Journey Optimizer. It is available in every context where you need to define personalization like emails, push and offers. In the personalization editor interface, you can select, arrange, customize and validate all the data to create a customized personalization for your content. In this case, the **Banner image source URL** will be replaced dynamically with an image of the most suitable loan offer for each customer that receives the email. To find out more information, visit [Adobe Experience League](https://experienceleague.adobe.com/en/docs/journey-optimizer/using/content-management/personalization/personalization-build-expressions). ::: ## Add an Exit Criteria A customer could decide to pay their loan in full, or make a manual payment at any point in this journey. In these cases, we wouldn't want them to receive any further communication from this Journey. This is where **Exit criteria** comes into play. With this feature you can define real-time triggers that cause the profile to be removed from the journey. - On the right side of the canvas you'll find a small vertical hotbar. Click on the :FontAwesome[]{icon="fa-solid fa-user"}**-icon** to **Show exit criteria**. - Click on :FontAwesome[]{icon="fa-solid fa-plus"}** Add exit criteria**. - Set the **label** to `Exit if loan has been paid`. - Choose **Audience** as the exit criteria. - Click on the Audience input field or on the :FontAwesome[]{icon="fa-solid fa-pencil"} **-icon**. A window will open - Select the audience `[Example] Pay off the full loan` and click **Save.** - Set the **behavior **to `Enter` (the audience) - Click to **Save** your exit criteria. ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/rDhjlNmXqTsbJPS7VPovX-20260520-144912.png" size="70" width="1084" height="956" position="center" darkWidth="1084" darkHeight="956" showCaption="false"} ## \[Optional] Simulate Email Content If you want to see how the Offer would render for a test profile with certain attributes, you can simulate content. - Select **Simulate Content > Simulate Content** from the Email Designer - Add a **test profile** that you want to simulate email content for. - Click on **Manage test profiles**. - In **Identity namespace**, click on :inlineImage[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/XIDgV2xyuS3VDClJcdVUo-20260416-093503.png" alt caption width="25" height="26"}. - In **Select identity namespace**, click on `Email`, then click **Select**. - In Identity value type the email address you used at the beginning of this lab. - Click **Add profile**. An example test profile rendering is: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/mBApz3dJtjTjxKrKZWscs_image.png) - Click **Close** to return to the Email Designer. Your email should now look like: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/qrJ2Q2rLhDEMNMUeNogsI_image.png) - Click **Save** in the top right. - Navigate out of the email designer by clicking the back arrow :FontAwesome[]{icon="fa-solid fa-arrow-left"}** icon** in the top left. You'll be taken to the messages overview for your journey. - Navigate out of the messages overview by clicking the back **\<** **icon** in the top left. - You'll return to the Journey canvas. Click **Save** in the Actions: Email panel. Your journey should now look like: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/tRb0gxPdsfbBw2TLTdeSL_image.png) :::hint{type="success"} You've successfully composed a personalised Email Message to be sent to qualifying customers. You've used **Decisioning** to personalise your email with relevant offers. Now review what the rest of the journey does. ::: ## The rest of the journey After the **Loan payment reminder** email with your offer the journey waits until the day before the first payment. When the event occur, a push notification is setup. Create an action "Push" and configure it: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/cok43wSNCm5zK5R7HebBs_image.png) :::hint{type="success"} You have now successfully created the 1st loan repayment journey using the Adobe Journey Optimizer. Next, we are going to test our journey using Test Mode. :::