---
title: Creating the journey
slug: naama-hol/creating-the-journey
description: >-
docTags: 
createdAt: 2024-01-30T23:03:21.354Z
---

In this exercise, you'll be creating adding further to your PCA Application journey, using all the components you've created in the previous exercises.

:::hint{type="info"}
Didn't complete the Journey in part 1? You can copy the pre-created template journey: `[Example] - Part 1 - PCA Application Journey` .
:::

## Journey overview

To get an overview of all journeys in Adobe Experience Platform:

1. In the menu on the left side, under **Journey Management**, click on **Journeys**. You will see a overview with all existing journeys.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/zBskeoMhlCLJh6DLP4Z5q_screenshot-2024-07-09-at-083341.png)

## Creating a journey

We'll be creating a journey that will send an email or Push message to customers once they submit a PCA Application and give them an offer for a related product, like a credit card. The channel which we send the message will depend on their communication preferences. 

Open the journey you created in Part 1. You'll be taken to the **Journey canvas**.

:::hint{type="info"}
Didn't complete the Journey in part 1? You can copy the pre-created template journey: `[Example] - Part 1 - PCA Application Journey` .
:::

1. Set the name to `[your name] - PCA Application Journey`.
2. For the other properties we'll keep the default values.
3. Your screen should look like the image below. Click **Save** to save and close the properties.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/4GkxoNxKTbAfCxR33m4lO_screenshot-2024-07-09-at-090237.png)

You're now in the journey canvas. This is where you'll be creating your journey's logic. In the left menu you have **activities**. There's three types of activities:

**Events** are the triggers that can start or continue your journey.

**Orchestration** is the logic of your journey. It looks at conditions, audiences, but can also be used to make your workflow wait or end.

**Actions** are the results of your journey. This can be messages, profiles updates or API calls.

### Event trigger - Application Submit

We're continuing our workflow of with an event trigger. After the customer has been sent the Push notification reminder, we want to listen for an Application Submit event. 

1. From the events tab, choose **your created event (\[yourName]PCAApplication\_Submit)** and drag it onto the canvas. *If you did not create an event, use the **PCAApplication\_Submit** event.*
2. There's nothing we need to configure for this as we have already done this in the **Configuring Events **section. 
3. Click **Save** to close the menu.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/3f4deHozbSbJnTnaTiJAM_screenshot-2024-07-09-at-090828.png)

### Condition - Push or email?

1. From the orchestration tab, choose **Condition** and drag it onto the journey path following the Application Submit event you added in the previous step.
2. Click on the activity to open the detailed view.
   1. Set the **label** to `Communication preference?`.
   2. Click on **Path1** and change the label to `Email`.
   3. Click on **Add an expression** to open a window.
      1. On the left side, open **ExperiencePlatform**. This is the Experience Platform data source that contains all the Profile attributes available in Experience Platform. We can use these in our journeys for conditions and personalisation.
      2. Expand the tree **Consents and Preferences > Marketing Preferences > Receive email > Choice Value**. Drag the Choice Value attribute onto the right side.
      3. Set the Choice Value equal to `y` and click **Ok**. 
      4. Click **Ok** to save the condition.
   4. Check **+ Add a path**.
      1. Click on **Path2** and change the label to `Push`.
      2. Click on **Add an expression** to open a window.
         1. On the left side, open **ExperiencePlatform**. This is the Experience Platform data source that contains all the Profile attributes available in Experience Platform. We can use these in our journeys for conditions and personalisation.
         2. Expand the tree **Consents and Preferences > Marketing Preferences > Receive push notifications > Choice Value**. Drag the Choice Value attribute onto the right side.
         3. Set the Choice Value equal to `y` and click **Ok**. 
         4. Click **Ok** to save the condition.
   5. Your screen should look like the image below. Click **Save**.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/z0WGrz3kDgiwZsRTsRf0F_screenshot-2024-07-09-at-092606.png)

At this point we want the customers that submitted their PCA application within the 2 days timeout condition at the start of the journey to merge in with this population. We need to rearrange the canvas a little bit. 

1. Drag the **Condition - Push or email?**-activity on top of the **end** behind the first **Event - PCAApplication\_Submit **action. This will connect them and merge the customers into this path.
2. Now move the **Condition - Push or email?**-activity to the right so the journey becomes more readable. Additionally you can align both **ends** to look nicer.
3. Your canvas should now look like this :

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/1VfolIbTee4HLTRhxqrvL_screenshot-2024-07-09-at-093101.png)

### Email #1 - Application confirmation & cross-sell product Offers

1. From the actions tab, choose **Email** and drag it onto the journey path of the email communication preference.
2. Click on the action to open the detailed view.
   1. Set the **label** to `Application Confirmation`.
   2. Set the **category** to `Marketing`.
   3. Set the **email surface** to `MarketingMessages`.
   4. Click on **Edit content** to start designing your email.
      1. Click on the :FontAwesome[]{icon="fa-solid fa-user"} **icon** to the right of the text box, to create a subject line. 
      2. We're going to add the first name as a personalised field. To do this search for `first name` in the profile attributes. Click the **+** icon next to the second option in the list.
      3. In the expression editor, input the following after the personalised field `, your new Club Lloyds Account`.
      4.

         ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/UoghgVO2AZ6bOpQyAOBN8_screenshot-2024-07-09-at-095920.png)
      5. Click **Save**.
   5. Click on **Edit email body**. Under **Saved templates**, choose `[Template] Lloyds Bootcamp - Email`. It will show you a preview of the template. Click on **Use this template**.
3. The email designer will now open. It should look like this:

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/-zy9P58m0N-_GQhe8Cga5_screenshot-2024-07-09-at-100043.png)

In the left menu you have **components**.

**Structure components** are the building blocks of your email, they will determine the layout of your email. 

**Content components** are the different forms of content that you can place inside your structure components, like text, buttons and images.

You'll also notice there are **personalised fields** added into the email copy. These are references to a customers Profile Attributes and are populated dynamically in the resulting email to each customer that qualifies to receive the Email message.

1. Now let's add a personalized offer to the email. Scroll down and you will see the text *"Drag a new component here." * From the **content components** drag an `Offer decision` onto the email, into this empty component.
2. Click **Add, **a pop-up window will open. 
   1. In the top left, click **Select Offer decision**.
   2. From the Placements drop down, choose `Email - Image`
   3. Check the **\[your name] - Lloyds Cross-sell Campaign** offer decision and click on **Add** in the top right of the window.
      *If you didn't create the decision, you can use* ***Lloyds Cross-sell Campaign**.*
   4. Under **Offer preview**, you can see the potential offers customers could receive.
3. Your screen should look like the image below: 

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/PJ-oAKlNhVdZA45bGxjUC_screenshot-2024-07-09-at-100901.png)

1. Click **Save** in the top right. Navigate out of the Email designer by clicking the arrow on the top left of your screen. Then navigate out of the email overview by clicking on the arrow on the top left. You will be taken back to the journey canvas.
2. Click **Save** in the Actions\:Email panel. 
3. Your Journey canvas should look like this:

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/PIWUOcDb1pgR0YZZwuM6I_screenshot-2024-07-09-at-101137.png)

### Push #2 - Application confirmation

1. From the actions tab, choose **Push** and drag it onto the journey path of the Push communication preference.
2. Click on the action to open the detailed view.
   1. Set the **label** to PCA Application Submit.
   2. Set the **category** to `Transactional`.
   3. Set the **push surface** to `transactionalMessages`.
   4. Click on **Edit Content**, to start designing your push.
      1. Set the **title** to `Thank you for your application`.
      2. To change the **body**, click on the :FontAwesome[]{icon="fa-solid fa-user"} **icon** beside the text box. A window will open allowing you to write advanced expressions. Copy the following text in:
         `See details of your new Club Lloyds ACCOUNT_TYPE Account`
          
         1. Select and remove the text `ACCOUNT_TYPE`.
         2. In **Profile attributes**, search for `checking account type` and click on the :FontAwesome[]{icon="fa-solid fa-plus"} **icon** to add `Checking Account Type` to your expression. It should read:
            `See details of your new Club Lloyds {{profile._demopotemea.individualCharacteristics.fsi.productOverview.checkingAcctType}} Account`
         3. Click **Save**.
      3. To add an image, click on **Add media**. Assets Essentials will open. Navigate to **Bootcamp > Lloyds** and select the image `lloyds-logo-partial.png` and click **Select** in the top right.
      4. Your screen should look like the image below:
      5. ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/jSF4hFH8b_rJyX2EG6ZZT_screenshot-2024-07-09-at-102343.png)
      6. Navigate out of the designer by clicking the arrow on the top left of your screen.
      7. Click **Save** in the Actions\:Push panel. 
      8. Your Journey canvas should look like this:

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/g0-mJhe6jsw3liobvOn-J_screenshot-2024-07-09-at-102526.png)

:::hint{type="success"}
You have now successfully created the application journey using the Adobe Journey Optimizer. Next, we are going to test our journey using Test Mode.
:::