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Comprehensive Technical Tutorial for AEP
  • Comprehensive Technical Tutorial for Adobe Experience Platform
    • Architecture
    • Video Overview
  • 0 - Getting started
    • 0.0 Which environment do I use?
    • (Deprecated) Install the Chrome extension for the Experience League documentation
    • 0.1 Use Demo System Next to setup your Adobe Experience Platform Data Collection client property
    • 0.2 Create your Datastream
    • 0.3 Set up the website
    • 0.4 Set up the mobile app
    • 0.5 Ingest Data to AEP through the Website
    • 0.6 Ingest Data to AEP through the Mobile App
    • 0.7 Visualize your own Real-time Customer Profile - UI
    • 0.8 See your Real-time Customer Profile in action in the Call Center
    • 0.9 Set up and use the AEP API to visualize your Real-Time Customer Profile
    • 0.10 Install the Experience Platform Debugger Extension
    • 0.11 What if I want to demonstrate basic AEP concepts directly on a live website?
  • 1 - Adobe Experience Platform Data Collection and the Web SDK extension
    • 1.1 Understanding Adobe Experience Platform Data Collection
    • 1.2 Edge Network, Datastreams and Server Side Data Collection
    • 1.3 Introduction to Adobe Experience Platform Data Collection
    • 1.4 Client-side Web Data Collection
    • 1.5 Implement Adobe Analytics and Adobe Audience Manager
    • 1.6 Implement Adobe Target
    • 1.7 XDM Schema requirements in Adobe Experience Platform
    • Summary and Benefits
  • 2 - Data Ingestion
    • 2.1 Explore the Website
    • 2.2 Configure Schemas and Set Identifiers
    • 2.3 Configure Datasets
    • 2.4 Data Ingestion from Offline Sources
    • 2.5 Data Landing Zone
    • Summary and Benefits
  • 3 - Real-time Customer Profile
    • 3.1 Visit the website
    • 3.2 Visualize your own real-time customer profile - UI
    • 3.3 Visualize your own real-time customer profile - API
    • 3.4 Create a segment - UI
    • 3.5 Create a segment - API
    • 3.6 See your Real-time Customer Profile in action in the Call Center
    • Summary and benefits
  • 4 - Query Service
    • 4.0 Prerequisites
    • 4.1 Getting Started
    • 4.2 Using the Query Service
    • 4.3 Queries, queries, queries... and churn analysis
    • 4.4 Generate a dataset from a query
    • 4.5 Query Service and Power BI
    • 4.6 Query Service and Tableau
    • 4.7 Query Service API
    • Summary and benefits
  • 5 - Intelligent Services
    • 5.1 Customer AI - Data Preparation (Ingest)
    • 5.2 Customer AI - Create a New Instance (Configure)
    • 5.3 Customer AI - Scoring Dashboard and Segmentation (Predict & Take Action)
  • 6 - Real-time CDP - Build a segment and take action
    • 6.1 Create a segment
    • 6.2 Review how to configure DV360 Destination using Destinations
    • 6.3 Take Action: send your segment to DV360
    • 6.4 Take Action: send your segment to an S3-destination
    • 6.5 Take Action: send your segment to Adobe Target
    • 6.6 External Audiences
    • 6.7 Destinations SDK
    • Summary and benefits
  • 7 - Adobe Journey Optimizer: Orchestration
    • 7.1 Create your event
    • 7.2 Create your journey and email message
    • 7.3 Update your Data Collection property and test your journey
    • Summary and benefits
  • 8 - Adobe Journey Optimizer: External data sources and custom actions
    • 8.1 Define an event
    • 8.2 Define an external data source
    • 8.3 Define a custom action
    • 8.4 Create your journey and messages
    • 8.5 Trigger your journey
    • Summary and benefits
  • 9 - Adobe Journey Optimizer: Offer Decisioning
    • 9.1 Offer Decisioning 101
    • 9.2 Configure your offers and decision
    • 9.3 Prepare your Data Collection Client property and Web SDK setup for Offer Decisioning
    • 9.4 Combine Adobe Target and Offer Decisioning
    • 9.5 Use your decision in an email
    • 9.6 Test your decision using the API
    • Summary and benefits
  • 10 - Adobe Journey Optimizer: Event-based Journeys
    • 10.1 Configure an event-based journey - Order Confirmation
    • 10.2 Configure a batch-based newsletter journey
    • 10.3 Apply personalization in an email message
    • 10.4 Setup and use push notifications
    • 10.5 Create a business event journey
    • Summary and benefits
  • 11 - Customer Journey Analytics - Build a dashboard using Analysis Workspace on top of Adobe Experie
    • 11.1 Customer Journey Analytics 101
    • 11.2 Connect Adobe Experience Platform Data Sets in Customer Journey Analytics
    • 11.3 Create a Data View
    • 11.4 Data Preparation in Customer Journey Analytics
    • 11.5 Visualization using Customer Journey Analytics
    • Summary and benefits
  • 12 - Ingest & Analyze Google Analytics data in Adobe Experience Platform with the BigQuery Source Co
    • 12.1 Create your Google Cloud Platform Account
    • 12.2 Create your first query in BigQuery
    • 12.3 Connect GCP & BigQuery to Adobe Experience Platform
    • 12.4 Load data from BigQuery into Adobe Experience Platform
    • 12.5 Analyze Google Analytics Data using Customer Journey Analytics
    • Summary and benefits
  • 13 - Real-Time CDP: Segment Activation to Microsoft Azure Event Hub
    • 13.1 Configure your Microsoft Azure EventHub environment
    • 13.2 Configure your Azure Event Hub Destination in Adobe Experience Platform
    • 13.3 Create a segment
    • 13.4 Activate segment
    • 13.5 Create your Microsoft Azure Project
    • 13.6 End-to-end scenario
    • Summary and benefits
  • 14 - Real-Time CDP Connections: Event Forwarding
    • 14.1 Create a Data Collection Event Forwarding property
    • 14.2 Update your Datastream to make data available to your Data Collection Event Forwarding property
    • 14.3 Create and configure a custom webhook
    • 14.4 Create and configure a Google Cloud Function
    • 14.5 Forward events towards the AWS ecosystem
    • Summary and benefits
  • 15 - Stream data from Apache Kafka into Adobe Experience Platform
    • 15.1 Introduction to Apache Kafka
    • 15.2 Install and configure your Kafka cluster
    • 15.3 Configure HTTP API Streaming endpoint in Adobe Experience Platform
    • 15.4 Install and configure Kafka Connect and the Adobe Experience Platform Sink Connector
    • Summary and benefits
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  1. 10 - Adobe Journey Optimizer: Event-based Journeys

10.2 Configure a batch-based newsletter journey

In this section you will configure a batch email journey to send a newsletter

Previous10.1 Configure an event-based journey - Order ConfirmationNext10.3 Apply personalization in an email message

Last updated 2 years ago

Login to Adobe Journey Optimizer by going to Adobe Experience Cloud. Click Journey Optimizer.

You'll be redirected to the Home view in Journey Optimizer. First, make sure you're using the correct sandbox. The sandbox to use is called --aepSandboxId--. To change from one sandbox to another, click on PRODUCTION Prod (VA7) and select the sandbox from the list. In this example, the sandbox is named AEP Enablement FY22. You'll then be in the Home view of your sandbox --aepSandboxId--.

10.2.1 Create newsletter journey

You'll now create a batch-based journey. Unlike the event-based journey of the previous exercise which relies on incoming experience events or segment entries or exits to trigger a journey for 1 specific customer, batch-based journeys target a whole segment once with unique content like newsletters, one-off promotions, or generic information or periodically with similar content sent on a regular basis like for instance birthday campaigns and reminders.

In the menu, go to Journeys and click Create Journey.

On the right-hand side you will see a form where you need to specify the journey name and description. Enter the following values:

  • Name: --demoProfileLdap-- - Newsletter Journey. For instance: vangeluw - Newsletter Journey.

  • Description: Monthly Newsletter

Click Ok.

Under Orchestration, drag and drop Read Segment onto the canvas. This means that, once published, the journey will start by retrieving the whole segment audience, which then becomes the target audience of the journey and message. Click Select a segment.

In the Choose a segment popup, search for your ldap and select the segment you created in Module 6 - Real-time CDP - Build a segment and take action named --demoProfileLdap-- - Interest in PROTEUS FITNESS JACKSHIRT. for example: vangeluw - Interest in PROTEUS FITNESS JACKSHIRT. Click Save.

Click Ok.

In the left menu, find the Actions section and drag and drop an Email action onto the canvas.

Set the Category to Marketing and select an email surface that enables you to send email. In this case, the email surface to select is Email. Ensure that the checkboxes for Clicks on email and email opens are both enabled.

The next step is to create your message. To do that, click Edit content.

You now see this. Click the Subject line text field.

Enter this text for the subject line: Luma Newsletter - your monthly update has arrived.. Click Save.

You'll then be back here. Click Email Designer to start creating the email content.

You'll then see this. Click Import HTML.

In the pop-up screen, you'll need to drag and drop the HTML file of the email. You can find the HTML template here. Download the zip-file with the HTML template to your local machine and unzip in onto your desktop.

Drag and drop the file ajo-newsletter.html to upload it in Journey Optimizer. Click Import.

This email content is ready to go since it has all the expected personalization, imagery and text. Only the offer placeholder is left empty.

You might get an error message: Error when trying to fetch assets. This is linked to the image in the email.

If you get this error, select the image and click the Edit image button.

Click Assets Essentials to go back to your AEM Assets Essentials library.

You'll then see this popup. Navigate to the folder enablement-assets and select the image luma-newsletterContent.png. Click Select.

Your basic newsletter email is now ready. Click Save.

Go back to the message dashboard by clicking the arrow next to the subject line text in the top-left corner.

Click the arrow in the top left corner to go back to your journey.

Click Ok to close your email action.

Your newsletter journey is now ready to be published. Before you do so, notice the Schedule section where you can switch this journey from being a one-off to a recurring campaign. Click the Schedule button.

You'll then see this. Select Once.

Select a date and time within the next hour so you can test your journey. Click Ok.

Message send date and time must be within more than one hour.

Click Publish.

Click Publish again.

Your basic newsletter journey is now published. Your newsletter email message will be sent as you defined it in your schedule, and your journey will stop as soon as the last email has been sent.

You have finished this exercise.

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