Basic Journey
6 min
This lab will walk through the steps to create a Basic Email and SMS Journey in Adobe Journey Optimizer.
NOTE: Some exercises may vary during the actual Hands on Lab versus what is listed in the Archbee Page, due to industry setup and / or Presenter preferences.
The goal of the journey is to target customers who are in Moderate or High Risk Churn. We will be looking at their prefferred channel and we will send them an offer unique to either Moderate or High Risk Churn customers.
Create a Journey
- Navigate to Journeys
- Click on “Create Journey”
- Provide a Name and Description. Unclick “Allow Re-Entrance.” Click Ok.
Define the Audience
- Under Orchestration Node, drag the “Read Audience” onto the Canvas.
- Click on Select a Segment.
- Select “Moderate and High Risk Churn” (which includes our targeted audience). Click Save.
Setup Branching
- Under Orchestration Node, drag the “Condition” after the Read Segment.
- Add the label “Preferred Channel”. Set Type to “Data Source Condition”. Click on “Add a Path”
- Click Path1 and rename as "Email". Click Path2 and rename as "SMS"
Add Messages
- Under Actions, drag the Email Action onto the Canvas on Email path and drag SMS Action onto the SMS path.
- Next, we will design the Email and SMS messages. Navigate to the Email Designer Lab from the GitBook navigation menu.
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