ÃÛ¶¹ÊÓƵ Experience Platform UI guide
This guide serves as an introduction to using the ÃÛ¶¹ÊÓƵ Experience Platform user interface (UI), explaining what the various components are used for and providing links to further documentation for more information.
To learn more about ÃÛ¶¹ÊÓƵ Experience Platform, please read the Experience Platform overview.
Home screen
After logging into ÃÛ¶¹ÊÓƵ Experience Platform, you are on the Home page, which is comprised of the metrics dashboard, recent data, and recommended learning sections.
Metrics
The metrics dashboard provides cards that give you information about datasets, profiles, segments, and destinations within your organization.
The Datasets section shows the number of datasets within your organization. This number is updated when a new dataset is created. You can find more information about datasets in the datasets overview.
The Profiles section shows the total number of people with profiles within your organization, excluding profile fragments. This total number of people represents the total addressable audience, and is updated once every 24 hours. You can find more information about profiles in the Real-Time Customer Profile overview.
The Segments section shows the total number of segments created within your organization. This number is updated when a new segment is created. You can find more information about segments in the Segmentation Service overview.
The Destinations section shows the total number of destinations created for the organization. This number is updated when a new destination is created. You can find more information about destinations in the destinations overview.
Recent data
The recent data dashboard provides information about recently created datasets, sources, segments, and destinations.
The Recent datasets section lists the five most recently created datasets within your organization. This list is updated every time a new dataset is created. You can select a dataset from the list to view You can find more information about the specified dataset or select View all to see a list of all created datasets. You can find more information about datasets in the datasets overview.
The Recent sources section lists the five most recently created source connectors within your organization. This list is updated every time a new source connector is created. You can select a source connection from the list to view You can find more information about the specified connector or select View all to see a list of all created source connections. You can find more information about sources in the sources overview.
The Recent segments section lists the five most recently created segment definitions within your organization. This list is updated every time a new segment definition is created. You can select a segment definition from the list to view You can find more information about the specified segment definition or select View all to see a list of all created segment definitions. You can find more information about segments in the Segmentation Service overview.
The Recent destinations section lists the five most recently created destinations within your organization. This list is updated every time a new destination is created. You can select a destination from the list to view You can find more information about the specified destination or select View all to see a list of all created destinations. You can find more information about destinations in the destinations overview.
Recommended learning
The Recommended learning section provides links to useful documentation to get started with ÃÛ¶¹ÊÓƵ Experience Platform.
Top navigation bar
The top navigation bar in the Platform UI displays the organization you are currently signed into, and provides several important controls.
On the left side of the navigation bar is the ÃÛ¶¹ÊÓƵ Experience Platform logo. Selecting this logo at any time brings you back to the Platform UI home screen.
Organization switcher
The first item on the right side of the top navigation bar is the Organization switcher.
Selecting the switcher opens a dropdown menu of organizations you have access to, if any are available. To switch to another organization, select a listed option.
Switch applications
The next item on the right side of the top navigation is the application switcher, represented by the
Help
To the right of the application switcher is the help and support menu, which is represented by the
Notifications and announcements
In the notifications section, which is represented by the
User profile
The final item on the top navigation bar is the user settings, represented by the
You can toggle between the light and dark theme for the Platform interface with the switch located just below your name and email. Select the theme you prefer.
Sandboxes
Immediately below the top navigation bar is the sandbox bar. This bar shows which sandbox you are currently using for Platform. You can find more information about sandboxes in the sandboxes overview.
Left navigation left-nav
The navigation on the left side of the screen lists all the different services supported in the Platform UI.
Click the menu icon to show or hide the left navigation panel.
You can lock the navigation in the open position by clicking again after showing the panel.
The Home section lets you return to the Platform UI homepage.
The Workflows section shows a list of multi-step workflows for performing operations within Platform. You can find more information about workflows in the workflows overview.
Connections
The Sources section lets you create, update, and delete source connections, allowing you to ingest data from external sources into Platform. You can find more information about sources in the sources overview.
The Destinations section lets you create, update, and delete destinations, allowing you to export data from Platform to many external destinations. You can find more information about destinations in the destinations overview.
Customer
The Profiles section lets you browse customer profiles, view profile metrics, create and manage merge policies, and view union schemas. To learn more about using the Profiles section, please read the Profile user guide. You can find more information about Real-Time Customer Profile in the Real-Time Customer Profile overview.
The Audiences section lets you create and manage segment definitions. To learn more about using the Audiences section, please read the segmentation user guide. You can find more information about Segmentation Service in the Segmentation Service overview.
The Identities section lets you create and manage identity namespaces. For more information about the Identities section, including information about identity namespaces and how to use identities in the Platform UI, please refer to the identity namespace overview.
Privacy
The Policies section lets you create and manage data usage policies. To learn more about using the Policies section, please read the data usage policies user guide. You can find more information about data usage policies in the data usage policies overview.
The Requests section lets you create and manage privacy requests. Please note that you must be allowlisted in order to have access to the Privacy Service UI. To learn more about using the Requests section, please read the Privacy Service user guide. You can find more information about Privacy Service in the Privacy Service overview.
Data Science
The Notebooks section provides access to JupyterLab, an interactive development environment that lets you explore, analyze, and model your data. To learn more about using the Notebooks section, please read the JupyterLab user guide. You can find more information about Data Science Workspace in the Data Science Workspace overview
The Models section lets you use machine learning and artificial intelligence to create, develop, train, and tune models to make predictions. You can find more information about the Models section in the tutorial on training and evaluate a model.
The Services section lets you manage your published models for scheduled training and scoring, or use ÃÛ¶¹ÊÓƵ’s Intelligent Services, a set of AI services that deliver real-time, personalized customer experiences. You can find more information about the Services section in the Publishing a Model as a Service tutorial.
Data management
The Schemas section lets you create and manage Experience Data Model (XDM) schemas. To learn more about schemas, please read the tutorial on creating a schema. You can find more information about XDM in the XDM System overview.
The Datasets section lets you create and manage datasets. You can find more information about datasets in the datasets user guide.
The Queries section lets you create and manage queries, log SQL queries made by ÃÛ¶¹ÊÓƵ Experience Platform Query Service, and view your PostgreSQL credentials. You can find more information about queries in the Query Service user guide.
The Monitoring section lets you monitor batch and streaming ingestion. You can find more information about monitoring in the monitoring data ingestion user guide.
Federated data (Limited availability)
The Models section lets you design and create data models and schemas that define the structure, relationships, and constraints of your data. You can find more information about the data models and schemas in the Federated Audience Composition user guide.
The Audit trail section provides a detailed and chronological record of all actions and events that have been made to your environment in real-time. You can find more information about the audit trail in the Federated Audience Composition user guide.
The Federated databases section lets you connect ÃÛ¶¹ÊÓƵ Experience Platform to your enterprise data warehouse. You can find more information about connection to federated databases in the Federated Audience Composition user guide.
Decisioning
ÃÛ¶¹ÊÓƵ Journey Optimizer is an application service built on top of Experience Platform. It allows you to use powerful decisioning technologies to deliver the best offer and experience to your customers across all touch points at the right time. To learn more about Journey Optimizer, including working with Offers and Activities visit the Journey Optimizer documentation.
Administration
The Platform user interface (UI) provides a dashboard through which you can view important information about your organization’s license usage, as captured during a daily snapshot. Access this dashboard by selecting License usage in the navigation. To learn more about the license usage dashboard, visit the license usage dashboard guide.
Next steps
By reading this guide, you now have been introduced to the home page and major navigational elements of the Platform UI. For more detailed information about working in the user interface, please refer to the documentation for each individual Platform service. Links to this documentation are provided in the left navigation section found earlier in this document.