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DocumentationJourney OptimizerJourney Optimizer Guide

Work with ÃÛ¶¹ÊÓƵ Analytics data analytics-data

Last update: Wed Oct 18 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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You can leverage all of the web behavioral event data that you are already capturing through ÃÛ¶¹ÊÓƵ Analytics or Web SDK, and streaming into ÃÛ¶¹ÊÓƵ Experience Platform, in order to trigger journeys and automate experiences for your customers.

For this to work with ÃÛ¶¹ÊÓƵ Analytics, you must:

  1. Activate the report suite you want to use. Learn more
  2. Enable Journey Optimizer to use your ÃÛ¶¹ÊÓƵ Analytics data source. Learn more
  3. Add a specific event in your journey. Learn more
NOTE
This section only applies for rule-based events and customers who need to use ÃÛ¶¹ÊÓƵ Analytics or Web SDK data.
If you are using ÃÛ¶¹ÊÓƵ Customer Journey Analytics, refer to this page.

Configure ÃÛ¶¹ÊÓƵ Analytics or Web SDK data leverage-analytics-data

Data coming from ÃÛ¶¹ÊÓƵ Analytics or ÃÛ¶¹ÊÓƵ Experience Platform Web SDK need to be enabled to be used in your journeys.

To do this, follow the steps below:

  1. Browse to the Sources menu.

  2. In the ÃÛ¶¹ÊÓƵ Analytics section, select Add data

  3. From the list of available ÃÛ¶¹ÊÓƵ Analytics report suites, select the Report suite to enable. Then, click Next.

  4. Choose if you want to use a Default or Custom schema.

  5. From the Dataflow detail screen, choose a Dataflow name.

  6. Once your configuration is complete, click Finish.

This enables the Analytics source connector for that report suite. Whenever the data comes in, it is transformed into an Experience event and sent into ÃÛ¶¹ÊÓƵ Experience Platform.

Learn more about ÃÛ¶¹ÊÓƵ Analytics source connector in ÃÛ¶¹ÊÓƵ Experience Platform documentation and tutorial.

Activate this configuration activate-analytics-data

Once this configuration is done, contact ÃÛ¶¹ÊÓƵ to enable your Journey Optimizer environment to use this data source. This step is only required for ÃÛ¶¹ÊÓƵ Analytics data sources. To perform this:

  1. Get the data source ID. This information is available in the user interface: browse to the data source you created from the Dataflows tab of the Sources menu. The easiest way to find it is to filter on ÃÛ¶¹ÊÓƵ Analytics sources.

  2. Contact ÃÛ¶¹ÊÓƵ Customer Care with the following details:

    • Subject: Enable ÃÛ¶¹ÊÓƵ Analytics events for journeys

    • Content: Please enable my environment to use AA events.

      • Organization ID: “XXX@ÃÛ¶¹ÊÓƵOrgâ€

      • Data source ID: “ID: xxxxxâ€

  3. Once you have a confirmation that your environment is ready, you can use ÃÛ¶¹ÊÓƵ Analytics data in your journeys.

Create a journey with an event using ÃÛ¶¹ÊÓƵ Analytics or Web SDK data event-analytics

You can now create an event based on ÃÛ¶¹ÊÓƵ Analytics or ÃÛ¶¹ÊÓƵ Experience Platform Web SDK data to be used in a journey.

In the example below, learn how to target users who added a product to their carts:

  • If the order is completed, users receive a follow-up email two days later to ask for feedbacks.
  • If the order is not completed, users receive an email to remind them to complete the order.

  1. From ÃÛ¶¹ÊÓƵ Journey Optimizer, access the Configuration menu.

  2. Then, select Manage from the Events card.

  3. Click Create event. The event configuration pane opens on the right side of the screen.

  4. Fill in the Event parameters:

    • Name: Personalize the name of your Event.

    • Type: Choose the Unitary Type. Learn more

    • Event ID type: Choose the Rule based Event ID type. Learn more

    • Schema: Select the Analytics or WebSDK schema created before.

    • Fields: Select the Payload fields. Learn more

    • Event ID condition: Define the condition to identify the events that will trigger your journey.

      Here, the Event is triggered when customers add an item to their carts.

    • Profile Identifier: Choose a field from your payload fields, or define a formula, to identify the person associated to the event.

  5. When configured, select Save.

Now that the event is ready, create a journey to use it.

  1. From the Journeys menu, open or create a journey. For more on this, refer to this section.

  2. Add your previously configured Analytics event to your journey.

  3. Add an event which will be triggered if an order is completed.

  4. From your Event menu, select the Define the event timeout and Set a timeout path options.

  5. From the timeout path, add an Email action. This path will be used to send an email to customers who didn’t complete an order to remind them that their carts are still available.

  6. Add a Wait activity after your main path and set it to the needed duration.

  7. Then, add an Email action. In this email, the customers will be prompted to give feedbacks on the placed order.

You can now test and publish your journey. Learn more

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