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DocumentationCustomer Journey AnalyticsCustomer Journey Analytics Guide

Integrate Journey Optimizer

Last update: Mon Nov 04 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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ÃÛ¶¹ÊÓƵ Journey Optimizer helps you deliver connected, contextual, and personalized experiences. It helps expose your customers to the next step in their customer journey.

You can configure data generated by Journey Optimizer to perform advanced analysis in Customer Journey Analytics. You can configure this integration automatically. If needed, you can make additional, manual customizations to the datasets, dimensions, or metrics that are available in your connection or data views.

Automatically configure Journey Optimizer integration

Journey Optimizer supports using Customer Journey Analytics as the reporting engine. See Get started with the new Reporting interface in the Journey Optimizer documentation.

When you have enabled Customer Journey Analytics reporting for Journey Optimizer, automatically a connection and data view are created for the specific sandbox.

Connection

The connection has the name AJO Enabled Connection (sandbox name) and has the following out of the box values for configuration and datasets:

Connection settings
Value
Connection name
AJO Enabled Connection (sandbox name)
Connection description
Describe your connection here
Tags
Select tags
Data settings
Value
Enable rolling data window
Enabled. Selected number of months 13.
Sandbox
name of sandbox (disabled; you cannot modify this setting).
Average number of daily events
less than 1 million (disabled; you cannot modify this setting).
Dataset name
Schema
Dataset type
Data source type
Person Id
Key
Matching Key
Import new data
Backfill data
AJO Entity Dataset
AJO Entity Record Schema
Lookup
Other
-
_id
_experience. decisioning. propositions. scopeDetails. correlationID
Status Green On
Status Gray Off
Journey Step Events
Journey Step Event schema for Journey Orchestration
Event
Other
IdentityMap(<primary>)
-
-
Status Green On
Status Gray Off
AJO Email Tracking Experience Event Dataset
AJO Email Tracking Experience Event Schema
Event
Other
IdentityMap(<primary>)
-
-
Status Green On
Status Gray Off
AJO Message Feedback Event Dataset
AJO Message Feedback Event Schema
Event
Other
IdentityMap(<primary>)
-
-
Status Green On
Status Gray Off
AJO Push Tracking Experience Event Dataset
AJO Push Tracking Experience Event Schema
Event
Other
IdentityMap(<primary>)
-
-
Status Green On
Status Gray Off

Data view

The data view has the name AJO Enable Data View (sandbox name).

  • In the Configure tab, the following values are configured out of the box.

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-fixed
    Settings Value
    Connection AJO Enabled Connection (sandbox name)
    Name AJO Enabled Data View (sandbox name)
    External ID AJO_Enabled_Data_View__sandbox_name_ (derived from the name)
    Description undefined
    table 0-row-2 1-row-2
    Compatibility Value
    Set as the default data view in ÃÛ¶¹ÊÓƵ Journey Optimizer Enabled (default).

    This configuration option allows you to designate a data view to use with Journey Optimizer, without the need for manual configuration. For information how to enable this configuration option (if not already enabled by default), see the Compatibility section in Create or edit a data view.

    When you disable the option, a dialog prompts you whether you want to continue changing the default data view. When you select Continue, you need to select another data view as the default data view. Select Confirm to confirm your selection. Select Cancel to cancel changing the default data view.
    table 0-row-2 1-row-2 2-row-2 3-row-2
    Containers Value
    Person container name Person
    Session container name Session
    Event container name Event
    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2
    Calendar Value
    Time zone Time zone conforming to your location
    Calendar type Gregorian
    First month of the year January
    First day of the week Sunday

  • In the Components tab:

    • All metrics and dimensions that have (AJO) appended to their name are added automatically as part of this automatic configuration.
    • Some of the metrics or dimensions that have been added automatically are based on derived fields. These derived fields are specifically created for this integration. For example, the metric Landing Page Clicks (AJO) is based on the Landing Page Clicks derived field.
    • Some of the metrics or dimensions have additional configuration. For example, Spam Complaint (AJO) does have Format and Include Exclude Values settings applied.
    • All automatically added metrics and dimensions do have a context label named :name_of_metric_or_dimension. For example, the Landing Page Clicks (AJO) metric has the context label :Landing page clicks (AJO).

  • In the Settings tab, no specific configuration values are applied

IMPORTANT
Modifying any of the automatically configured values for the connection and data view does have consequences for the Journey Optimizer reporting that is relying upon and using the automatically configured Customer Journey Analytics integration.

Manually configure a data view to be used with Journey Optimizer

The following sections describe how you can manually use data, generated by Journey Optimizer, to perform advanced analysis in Customer Journey Analytics. This manual configuration is necessary only if the automatic configuration option is insufficient for your needs.

Send data from Journey Optimizer to Experience Platform

ÃÛ¶¹ÊÓƵ Experience Platform serves as the central data source and link between Journey Optimizer and Customer Journey Analytics. See Get started with Datasets in the Journey Optimizer user guide for steps on how to send Journey Optimizer data to Experience Platform as a dataset.

Create a connection

Once Journey Optimizer data is in ÃÛ¶¹ÊÓƵ Experience Platform, you can Create a connection based on your Journey Optimizer datasets. Or you can add Journey Optimizer datasets to an existing connection.

Select and configure the following datasets:

Dataset
Dataset type
Connection settings
Description
AJO Message Feedback Event Dataset
Event
Person ID: IdentityMap
Contains message delivery events, such as ‘Sends’ and ‘Bounces’.
AJO Email Tracking Experience Event Dataset
Event
Person ID: IdentityMap
Contains email tracking events such as ‘Opens’, ‘Clicks’, and ‘Unsubscribes’.
AJO Push Tracking Experience Event Dataset
Event
Person ID: IdentityMap
Contains push tracking events such as ‘App Launches’.
Journey Step Events
Event
Person ID: _experience.journeyOrchestration.
stepEvents.profileID
Contains events showing which profiles participated in each node of the journey.
AJO Entity Dataset
Lookup
Key: _id
Matching Key: _experience.decisioning.propositions.
scopeDetails.correlationID
Contains classifications that associate Journey and Campaign metadata to all Journey Optimizer event data.

Configure the Data view

After a connection is created, you can create one or more Data Views to configure the desired dimensions and metrics available in Customer Journey Analytics.

NOTE
Data discrepancies between Journey Optimizer and Customer Journey Analytics are typically less than 1-2%. Larger discrepancies are possible for data collected within the last two hours. Use date ranges excluding today to mitigate discrepancies involving processing time.

Configure dimensions

You can create the following dimensions in a data view to achieve approximate parity with similar dimensions in Journey Optimizer. See Component settings in the Data View Manager for details on dimension customization options.

Dimension
Description
Dataset(s)
Schema element
Component Settings
Action Execution Error (AJO)
Error condition that prevented Journey Runtime from executing the action.
Journey Step Events
_experience.journeyOrchestration.
stepEvents.actionExecutionError
Component type: Dimension
Action Label (AJO)
The customer generated display name of the element with which the end-user interacted.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositionAction.label
Component type: Dimension
Batch Id (AJO)
GUID created at invocation of each new batch instance for a scheduled Journey or Campaign Action. For example, if a scheduled Journey or Campaign Action runs at 8.00am and 10.00am, there are two separate different batchInstanceID?s.
AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageExecution.batchInstanceID
Component type: Dimension
Batch Instance Timestamp (AJO)
The timestamp of the batch instance.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Dimension (Derived Field)
Campaign Id (AJO)
The id of the campaign.
AJO Entity Dataset
_experience.customerJourneyManagement.entities.
campaign.campaignID
Component type: Dimension
Campaign Name (AJO)
The name of the campaign.
AJO Entity Dataset
_experience.customerJourneyManagement.entities.
campaign.name
Component type: Dimension
Campaign Version ID (AJO)
The version id of the campaign.
AJO Entity Dataset
_experience.customerJourneyManagement.
entities.campaign.campaignVersionID
Component type: Dimension
Channel (AJO)
The channel to which this data should be correlated.
AJO Entity Dataset
_experience.customerJourneyManagement.
entities.channelDetails.channel._id
Component type: Dimension
Correlation Id (AJO)
The Correlation Id.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.propositions.
scopeDetails.correlationID
Component type: Dimension
Decision Policy Id (AJO)
The id of the decision policy used when deciding which items to include in this proposition.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Dimension (Derived Field)
Email Recipient Domain (AJO)
Domain of Email Address
AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
emailChannelContext.address
Component type: Dimension
Email Subject (AJO)
Email subject, non-personalized
AJO Entity Dataset
_experience.customerJourneyManagement.entities.
channelDetails.email.subject
Component type: Dimension
Event Id (AJO)
A unique identifier for the time-series event.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_id
Component type: Dimension (Derived Field)
Exit Criteria Id (AJO)
The id of the exit criteria used to determine if the journey should exit.
Journey Step Events
_experience.journeyOrchestration.
stepEvents.exitCriteriaID
Component type: Dimension
Exit Criteria Name (AJO)
Name of exit criteria.
Journey Step Events
_experience.journeyOrchestration.
stepEvents.exitCriteriaName
Component type: Dimension
Experiment Id (AJO)
The id of the experiment.
AJO Entity Dataset
_experience.customerJourneyManagement.
entities.experiment.experimentId
Component type: Dimension
Experiment Name (AJO)
The name of the experiment.
AJO Entity Dataset
_experience.customerJourneyManagement.entities.
experiment.experimentName
Component type: Dimension Context Labels: Experimentation Experiment
Fetch Error (AJO)
Error condition that prevented Journey Runtime from executing the fetch.
Journey Step Events
_experience.journeyOrchestration.
stepEvents.fetchError
Component type: Dimension
Is Send-Time Optimized(AJO)
Is message execution SendTimeOptimized
AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageProfile.isSendTimeOptimized
Component type: Dimension
Is Test Journey (AJO)
Is the event part of a test journey execution
Journey Step Events
_experience.journeyOrchestration.
stepEvents.inTest
Component type: Dimension
Is Test Message (AJO)
Is message sent as test execution
AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageProfile.isTestExecution
Component type: Dimension
Item Id (AJO)
The id of the item.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositions.items.id
Component type: Dimension
Item Name (AJO)
The name of the item
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositions.items.name
Component type: Dimension
Journey Action ID
Journey Action ID, for which MessageExecution is triggered.
AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageExecution.journeyActionID
Component type: Dimension
Journey Action Node Name (AJO)
The action node name of the journey.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset, AJO Entity Dataset
Derived Fields
Component type: Dimension (Derived Field)
Journey Event Node Name (AJO)
This value is set whenever a segment or external event occurs in a journey.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset, AJO Entity Dataset
Derived Fields
Component type: Dimension (Derived Field)
Journey Id (AJO)
The id of the journey.
AJO Entity Dataset
_experience.customerJourneyManagement.
entities.journey.journeyID
Component type: Dimension
Journey Name (AJO)
The name of the journey.
AJO Entity Dataset
_experience.customerJourneyManagement.
entities.journey.journeyName
Component type: Dimension
Journey Name and Version (AJO)
The name and version of the journey.
AJO Entity Dataset
_experience.customerJourneyManagement.
entities.journey.journeyNameAndVersion
Component type: Dimension
Journey Version Id (AJO)
The version id of the journey.
AJO Entity Dataset
_experience.customerJourneyManagement.entities.
journey.journeyVersionID
Component type: Dimension
Landing Page Id (AJO)
Unique Identifier for Landing Page.
AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageInteraction.landingpage.landingPageID
Component type: Dimension
Landing Page Source (AJO)
The source of the landing page.
AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Dimension (Derived Field)
Link URL (AJO)
The URL clicked by the user.
AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageInteraction.urlID
Component type: Dimension

Configure metrics

You can create the following metrics in a data view to achieve approximate parity with similar metrics in Journey Optimizer. See Component settings in the Data View Manager for details around metrics customization options.

Metric
Description
Dataset(s)
Schema element
Component Settings
App Installs (AJO)
Number of app installs
AJO Push Tracking Experience Event Dataset
application.installs.value
Component type: Metric
App Launches (AJO)
Number of times mobile app is launched
AJO Push Tracking Experience Event Dataset
application.launches.value
Component type: Metric
Bounces For Outbound Channels(AJO)
Total count of messages bounced across outbound channels
AJO Message Feedback Event Dataset
_experience.customerJourneyManagement.
messageDeliveryfeedback.feedbackStatus
Component type: Metric
Clicks (AJO)
Total count of clicks across all channels
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Email Tracking Experience Event Dataset, AJO Message Feedback Event Dataset
Derived Fields
Component type: Metric (Derived Field)
Count of Fallback Offers (AJO)
Count of fallback offers.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.propositions.items.
itemSelection.selectionDetail.selectionType
Component type: Metric
Count of Offers (AJO)
Count of offers.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositions.items.id
Component type: Metric
Dedup Metric (AJO)
Dedup metric
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_id
Component type: Metric
Delivered (AJO)
Total count of messages delivered.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Metric (Derived Field)
Dismissed (AJO)
Counts every time the inApp message is closed by the ÃÛ¶¹ÊÓƵ SDK regardless of which action the end user chooses to close it.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositionEventType.dismiss
Component type: Metric
Displays (AJO)
This count displays of AJO messages. This includes email opens, web displays, and inapp displays. Mobile platforms do not report SMS and Push message displays, therefore they are not counted.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Email Tracking Experience Event Dataset, AJO Message Feedback Event Dataset
Derived Fields
Component type: Metric (Derived Field)
Email Opens (AJO)
Total count of email opens
AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageInteraction.interactionType
Component type: Metric
Inbound Clicks (AJO)
Total count of clicks across inbound channels
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositionEventType.interact
Component type: Metric
Inbound Dismisses (AJO)
Total count of dismiss across inbound channels
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositionEventType.dismiss
Component type: Metric
Inbound Impressions (AJO)
Total count of impressions across inbound channels
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositionEventType.display
Component type: Metric
Journey End (AJO)
True if the current step led to ending an instance of the journey. That the last step in a journey for a given profile was executed successfully.
Journey Step Events
_experience.journeyOrchestration.
stepEvents.instanceEnded
Component type: Metric
Journey Enters (AJO)
True if the step event was a journey entrance event for a profile.
Journey Step Events
Derived Fields
Component type: Metric (Derived Field)
Journey Exits (AJO)
True if the current step led to ending an instance of the journey. That is the last step in a journey for a given profile was executed successfully.
Journey Step Events
_experience.journeyOrchestration.
stepEvents.instanceEnded
Component type: Metric
Journey Failures (AJO)
Gives the current state of the step that has finished executing. Possible Values: Transitions (Next step will occur on an event transition), EndStep (The last step in this journey instance has executed), Error (This step encountered an error condition, ending the current journey instance), TimedOut (The current step has ended because of a timeout on a fetch or on an action).
Journey Step Events
_experience.journeyOrchestration.
stepEvents.stepStatus
Component type: Metric
Landing Page Clicks (AJO)
Total count of clicks on landing page.
AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Metric (Derived Field)
Landing Page Conversions (AJO)
Total count of conversions on landing page.
AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageInteraction.interactionType
Component type: Metric
Landing Page Views (AJO)
Total count of views on landing page.
AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageInteraction.interactionType
Component type: Metric
Node Enters (AJO)
True if the step event was a node entrance event for a profile.
Journey Step Events
Derived Fields
Component type: Metric (Derived Field)
Outbound Clicks (AJO)
Total count of clicks across outbound channels
AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageInteraction.interactionType
Component type: Metric
Outbound Errors (AJO)
Total count of messages having errors across outbound channels
AJO Message Feedback Event Dataset
_experience.customerJourneyManagement.
messageDeliveryfeedback.feedbackStatus
Component type: Metric
Outbound Exclusions (AJO)
Total count of exclude events across outbound channels
AJO Message Feedback Event Dataset
_experience.customerJourneyManagement.
messageDeliveryfeedback.feedbackStatus
Component type: Metric
Outbound Sends (AJO)
Total count of messages send across outbound channels
AJO Message Feedback Event Dataset
_experience.customerJourneyManagement.
messageDeliveryfeedback.feedbackStatus
Component type: Metric
Push Custom Actions (AJO)
Total count of custom actions in push interaction.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
eventType
Component type: Metric
Push Interactions (AJO)
Number of times mobile app is launched due to a direct push message interaction
AJO Push Tracking Experience Event Dataset
application.launches.value
Component type: Metric
Sends (AJO)
Total count of messages send across all channels
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Metric (Derived Field)
SMS Inbound Messages (AJO)
SMS inbound reply. For example, stop, start, subscribe, etc.
AJO Push Tracking Experience Event Dataset, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
smsChannelContext.inboundMessage
Component type: Metric
Spam Complaint (AJO)
Total count of spam complaint
AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageInteraction.interactionType
Component type: Metric
Subscription List Adds (AJO)
Total count of adds to subscription list.
AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Metric (Derived Field)
Subscription List Removes (AJO)
Total count of removes from subscription list.
AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Metric (Derived Field)
Targeted (AJO)
This count of the number of times a proposition was targeted to a person. This is the number of times a proposition was considered for display to a person.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
Derived Fields
Component type: Metric (Derived Field)
Triggered (AJO)
Proposition was chosen to be displayed by the ÃÛ¶¹ÊÓƵ SDK. Other factors may prevent it from actually being displayed.
AJO Push Tracking Experience Event Dataset, Journey Step Events, AJO Message Feedback Event Dataset, AJO Email Tracking Experience Event Dataset
_experience.decisioning.
propositionEventType.trigger
Component type: Metric
Unique Visitors In Experiment (AJO)
The unique visitors in the experiment
AJO Entity Dataset
_experience.customerJourneyManagement.
entities.experiment.experimentId
Component type: Metric
Unsubscribes (AJO)
Total count of unsubscribes
AJO Email Tracking Experience Event Dataset
_experience.customerJourneyManagement.
messageInteraction.interactionType
Component type: Metric
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