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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. 8 - Adobe Journey Optimizer: External data sources and custom actions

8.3 Define a custom action

Adobe Journey Optimizer - External Weather API, SMS Action & more - Define Custom Actions

Previous8.2 Define an external data sourceNext8.4 Create your journey and messages

Last updated 2 years ago

In this exercise, you'll create two custom actions by making use of Adobe Journey Optimizer in combination.

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--.

In the left menu, scroll down and click Configurations. Next, click the Manage button under Actions.

You'll then see the Actions list.

You'll define one action that sends a text to a Slack channel.

8.3.1 Action: Send Text to Slack Channel

You'll now use an existing Slack channel and send messages to that Slack Channel. Slack has an easy-to-use API and we'll use Adobe Journey Optimizer to trigger their API.

Click Create Action to start adding a new action.

You'll see an empty Action popup.

As a Name for the Action, use --demoProfileLdap--TextSlack. In this example, the Action Name is vangeluwTextSlack.

Set Description to: Send Text to Slack.

For the URL Configuration, use this:

  • URL: https://2mnbfjyrre.execute-api.us-west-2.amazonaws.com/prod

  • Method: POST

The above URL refers to an AWS Lambda function which will then forward your request to the Slack channel as mentioned above. This is done to protect access to an Adobe-owned Slack channel. If you have your own Slack channel, you should create a Slack App through https://api.slack.com/, you then need to create an Incoming Webhook in that Slack App, and then replace the above URL by your Incoming Webhook URL.

You don't need to change the Header Fields.

Authentication should be set to No Authentication.

For the Action Parameters, you need to define which fields should be sent towards Slack. Logically, we want Adobe Journey Optimizer and Adobe Experience Platform to be the brain of personalization, so the text to send to Slack should be defined by Adobe Journey Optimizer and then sent to Slack for execution.

So for the Action Parameters, click the Edit Payload icon.

You'll then see an empty popup-window.

Copy the below text and paste it in the empty popup window.

{
 "text": {
  "toBeMapped": true,
  "dataType": "string",
  "label": "textToSlack"
 }
}

FYI: by specifying the below fields, these fields will become accessible from your Customer Journey and you'll be able to populate them dynamically from the Journey:

"toBeMapped": true,

"dataType": "string",

"label": "textToSlack"

You'll then see this:

Click Save.

Scroll up and click Save one more time to save your custom Action.

Your custom action is now part of the Actions list.

You've defined events, an external data sources and actions. Now let's consolidate all of that in one journey.

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