This documentations provides detailed information on how to work with audience composition within ÃÛ¶¹ÊÓƵ Journey Optimizer. If you are not using ÃÛ¶¹ÊÓƵ Journey Optimizer, click here.
Audience composition provides a visual canvas that allows you to create audiences and use various activities (split, enrich, etc.).
The steps to compose an audience in the canvas are as follows:
Select the starting audience starting-audience
The first step to create a composition is to select one or multiple existing audiences as a basis of your composition.
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Select the Audience activity then provide a label for the activity.
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Choose the audience to target:
- Click the Add audience button to select one or multiple existing audiences,
- Click the Build rule button to create a new audience definition using the Segmentation Service.
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If multiple audiences are selected, specify how the profiles of these audiences should be merged:
- Union: include all profiles from the selected audiences,
- Intersection: include profiles that are common to all the selected audiences,
- Exclude overlap: include profiles that belong to one of the audiences only. Profiles belonging to more than one audiences will not be included.
In this example, we want to target all profiles belonging to the gold and silver audiences.
Once audiences have been selected, the estimated number of profiles displays at the bottom of the activity.
Add activities action-activities
Add activities after selecting your starting audience to refine your selection.
To do this, click the + button on the composition path then select the desired activity. The right pane opens, allowing you to configure the newly added activity.
Available activities are:
- Audience: include additional profiles belonging to one or multiple existing audiences,
- Exclude: exclude profiles belonging to an existing audience or exclude profiles based on specific attributes,
- Enrich: enrich your audience with additional attributes coming from ÃÛ¶¹ÊÓƵ Experience Platform datasets,
- Rank: rank profiles based on a specific attribute, specify the number of profiles to keep and include them into your composition,
- Split: divide your composition into multiple paths based on random percentages or on attributes.
You can add as many Audience and Exclude activities as needed in your composition. However, no additional activity can be added after Rank and Split activities.
You can remove an activity from the canvas at any time by clicking the delete button in the right pane. If the activity that you want to delete is a parent of other activities in the composition, a message displays, allowing you to specify if you want to delete the selected activity only, or all its child activities.
Audience activity audience
The Audience activity allows you to include in your composition additional profiles belonging to an existing audience.
The configuration of this activity is identical to the starting Audience activity.
Exclude activity exclude
The Exclude activity allows you to exclude profiles from your composition. Two types of exclusion are available:
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Exclude Audience: Exclude profiles belonging to an existing audience.
Click the Add audience button then select the audience to exclude.
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Exclude using attribute: Exclude profiles based on a specific attribute.
Select the attribute to look up then specify the value to exclude. In this example, we are excluding from the composition profiles whose home address is in Japan.
note note NOTE Only one exclusion value can be specified.
Enrich activity enrich
The Enrich activity allows you to enrich your audience with additional attributes coming from ÃÛ¶¹ÊÓƵ Experience Platform datasets. For example, you can add information related to the product purchased like its name, price, or manufacturer ID and leverage these information to personalize the deliveries sent to the audience.
Note the following limitations when working with the Enrich activity:
- Datasets for enrichment must be of record-type (as opposed to event-type), and they cannot be a system dataset, nor be marked for profile. They must be under 1GB.
- Enrichment supports a 1:1 join. This means that if the join keys have more than one match on the enrichment dataset, the system picks one of the matches and uses that for the 1:1 join.
- Audiences can be activated in RTCDP Destinations, but their enrichment attributes, if any, cannot.
- Enrichment attributes are not yet integrated with the policy enforcement service. Therefore, any data usage labels you apply to your enrichment attributes will not be enforced in Journey Optimizer campaigns or journeys.
To configure the activity, follow these steps:
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Select the Enrichment dataset containing the data that you want to associate to the audience.
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In the Enrichment criteria section, select the fields to use as reconciliation key between the source dataset, i.e. the audience, and the enrichment dataset. In this example, we are using the ID of the purchased product as reconciliation key.
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Click the Add atttributes button then select one or multiple attributes from the enrichment dataset to associate to the audience.
Once the composition is published, the selected attributes are associated to the audience and can be leveraged in campaigns to personalize deliveries.
Rank activity rank
The Rank activity allows you to rank profiles based on a specific attribute and include them into your composition. You can, for example, include the 50 profiles with the largest amount of loyalty points.
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Select the attribute that you want to look up and specify a ranking order (ascending or descending).
note note NOTE You can select attributes with the following data types: integer, numbers, short -
Toggle the Add profile limit option on and specify a maximum number of profiles to include in the composition.
Split activity split
The Split activity allows you to divide your composition into multiple paths.
This operation automatically adds a Save activity at the end of each path. When publishing the composition, one audience will be saved into ÃÛ¶¹ÊÓƵ Experience Platform for each path.
Two types of split operations are available:
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Percent split: randomly split profiles into two or more paths. For example, you can split the profiles into 2 distinct paths of 50% each.
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Attribute split: split profiles based on a specific attribute. In this example, we are splitting profiles based on their room type preferences.
To set up an attribute-based split activity, follow these steps:
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Click the button located next to the Attribute field to select the attribute to use as your split criteria.
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Add as many paths as needed. For each path, provide a label and specify the value that will be used to determine which profiles should be included in that particular path.
note note NOTE Only one value can be specified for each path. -
Toggle on the Other profiles option to create an additional path with the remaining profiles that do not match any of the conditions specified in the other paths.
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Save your audiences save
Configure the resulting audiences that will be saved into ÃÛ¶¹ÊÓƵ Experience Platform.
To do this, select the Save audience activity at the end of each path then specify the name of the new audience to create.
Once your composition is ready, you can publish it. Learn how to create compositions