Create Journey

1 min

We will first create the Journey flow, then add the content for each message.

Create a Journey

Create manually

Create with Agent

Create a Journey Manually

Navigate to Journey Management -> Journeys and click on Create Journey.

If proposed, select Create from scratch

Give your journey a name, add your initials so you can recognise it from other lab participants.

Measurement is critical to any journey, Adobe Journey Optimizer can use any of the metrics defined in Customer Journey Analytics as journey success metric. For this journey we are encouraging subscription, click on the Journey Metric drop down and select Purchases (7d). The attribution in this case is pre-set to Last Touch 7 days, but you can modify this within Customer Journey Analytics or create different versions for different purposes.

Next. let add an exit criteria for customer who restart to use their credit card, so we don't have to test this condition at everysingle step of the journey. Click on Exit criteria button on the right side, give it a name, then select the event cardTransaction

Click to save the properties.

Journeys can be triggered from individual events, when a customer enters or exits a streaming audience if you want to create a real time journey, or it can be scheduled by you. You can see the events that are configured as journey triggers in the left panel - this list is configurable and will depend on your implementation.

In this scenario we wand to target the whole audience we created.

Go to the Orchestration menu on the left side

Drag and drop the Read audience activity.

On the right pannel, Select the audience MB CC Win back

Change the namespace to CRMID.

Next, we need to send a message. Open the Actions menu on the left side, and drag and drop the Action activity into the canvas just after the read Audience. Select Email as a channel

Add a wait activity after the email. You can find the wait in the Orchestration menu on the left side. Change the condition to 3 days

Drag and drop a new Action activity after the wait, select push message.

Our flow is now ready. We just need to configure the message in the next section.

Create a Journey with Agent

Navigate to Journey Management -> Journeys and click on Create Journey.

select Create with AI

Add a Promt describing the journey we want to create. Copy and paste this one : Create a batch journey, select audience "MB CC winback", send an email, wait for 3 days, then send a push message

The agent will analyse your query, and propose a plan to execture. quickly review and type yes

Process will continue. Follow the instructions and confirmed when needed. It may require confirmation of the audience to use if he can't find an exact match.

When the journey is ready, it will ask you if you want to save it, type yes. Then finally ask for a review before saving. Review and approve.

Finally, the agent may ask you if you want to continue the configuration by adding some content. While we can use the agent, we will do that manually in the next exercice.

Open your journey and review the configuration.

In the Read audience activity setting, change the Identity Namespace to CRMID