Objective
ο»ΏOverarching storyο»Ώ
This is the first step of the customer journey, where the customer sees a personal loan ad on a thirdβparty website and clicks through to the Secur Financial website.
Experience it first
Walk through this section as your customer would. This helps you understand what they experience. Next, you'll build the required elements in AEP to create that same journey.
You are looking for a personal loan on a newspaper website you see an ad from the Secur Financial website.
- Open the newspaper page.
- Click on the banner and land on the Secur Financial homepage.
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You then use the personal loan calculator, and click to email their quote
- Navigate to the Loans tab.
- Search for the loan "SecurFinancial Personal Loan"
- Click on "Learn more"
- Play with the parameters and click on "Save quote"
- Fill out the registration details with an email address you can access, your first name and last name.
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The website is equipped with a Profile Viewer, that surfaces the data available in Adobe Experience Platform to show how the data is being captured, unified, enriched and qualified over time behind the scenes.
Now check the profile viewer to see the events captured.
- Click on the
ο»Ώ button in the top left corner of the Luma website.
- Click on the Events tab and see the pages visited and the loans you have browsed.
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ο»ΏIf you cannot see the expected data in the Profile Viewer, click on the refresh 
ο»Ώ icon on the top-right corner.
While browsing, your profile gets qualified for one or more audiences, based on the actions you do on the website.
- Access the Profile Viewer and click on the Profile tab.
- Expand the Audiences sections.
- Your profile should be qualified for the [Example] Product Interest - Personal Loans audience.
In AEP, this audience is shared with TikTok for re-targeting purposes; next time the customer will scroll on the TikTok feed he will see a personalised ad.
Note: This lab cannot simulate the actual banner delivery to TikTok, as it would require an active TikTok Business account and running campaign. However, you will learn how to activate this audience segment to TikTok's Ad Manager in AEP.
What is needed
- ο»ΏA lookalike audience To identify customers that look like specific Luma's customers and provide personalised banner.
- ο»ΏA 3rd party destination to Google Customer Match To share the audience with the newspaper websiteο»Ώ and display the corresponding banner.
- ο»ΏA rule-based audience To qualify customers who have expressed interest in a personal loan
- ο»ΏA 3rd party destination to TikTok To share the audience and re-target the customers when they scroll on TikTok.
Why this matters for marketers
As marketer, you want to optimize your spending by focusing on customers with similar traits of behaviour and re-target them if they show interest. With AEP you can create lookalike audiences starting from a group of purchaser you own and want to grow.