Navigate to Use Case Playbooks
Use Case Playbooks are available at no extra cost to all ÃÛ¶¹ÊÓƵ Experience Platform customers. To access a rich gallery of use case playbooks in the Experience Platform UI, select Playbooks from the left navigation.
Select any playbook to go to the details page and then select Go to an inspirational sandbox. A confirmation modal appears. Select Confirm to go to the inspirational sandbox where you can explore and experiment with the different use cases.
If you do not have the permission to create sandboxes, please contact your administrator for assistance in creating an inspirational sandbox.
If you haven’t already set up any inspirational sandboxes, select Create an inspirational Sandbox. A modal appears. Enter the Name and Title in the required field boxes and select Create. Once you create the inspirational sandbox, ensure to define permissions before you navigate back to the use case playbooks details page to create an instance.
If you select a use case playbook from outside an inspirational sandbox, you won’t be able to create an instance. On the details page, select Go to inspirational sandbox to go to an existing inspirational sandbox and then select Create instance.
If you do not have the permission to create sandboxes, please contact your administrator for assistance in creating an inspirational sandbox.
If you have reached the limit on the number of sandboxes that have been allocated to you, a message appears asking you to contact your organization administrator to increase the limit or deactivate or remove some active sandboxes. Once your sandbox limit has been adjusted or your number of active sandboxes has been reduced, you can proceed to create the inspirational sandbox.
Note that when you create an inspirational sandbox, channel surfaces for e-mail, push, and SMS notificationsare not are not automatically set up. Contact your IT administrator to manually configure them or the instance creation might fail.
Configure sandbox and channel surfaces in Journey Optimizer configure-channel-surfaces
If your organization is licensed for ÃÛ¶¹ÊÓƵ Journey Optimizer, and you’re looking to use the playbooks designed for Journey Optimizer, you’ll need to configure the channel presets in your sandbox, which define the technical parameters required for your messages. Learn how to set up channel surfaces in ÃÛ¶¹ÊÓƵ Journey Optimizer.
To create instances of playbooks in Journey Optimizer, you need to configure channel surfaces for e-mail, push, and SMS notifications.
E-mail channel surface
Go to Channels in the Journey Optimizer interface. Configure separate subdomains and IP pools for marketing emails and transactional messaging, if not already configured. These are best practices to ensure that transactional messages such as order confirmation e-mails, get through to your customers. Enter names, email addresses, and additional settings. Select Submit at the top-right of the page to create the marketing channel surface. Read the documentation on how to set up e-mail channel surfaces.
SMS channel surface
To create an SMS channel surface, first create an SMS API credential, and select the preferred vendor (for example, Sinch). Name the SMS channel surface (for example, SMS Marketing), select the configuration, and enter a sender number. Select Submit at the top-right of the page to save the SMS channel surface. Read the documentation on how to set up SMS channel surfaces.
Also configure channels for playbooks that contain transactional messages like order confirmations.
Push channel surface
Confirm that the channel configurations are configured either from the Experience Platform or Data Collections interface. This is how channel configurations look like in the Data Collections environment.
Next steps next-steps
Now that you’ve read this document, you should know how to setup an inspirational sandbox and be familiar with different ways of accessing use case playbooks within Platform. As a next step, read about how to choose the right playbook.