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DocumentationJourney OptimizerJourney Optimizer Guide

Get started with Guided channel setup set-mobile-config

Last update: Fri Dec 06 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Experienced
  • Admin

This set up facilitates the expeditious configuration of marketing channels, ensuring all required resources are readily available within Experience Platform, Journey Optimizer, and Data Collection. This enables your marketing team to start with campaign and journey creation.

The Guided Channel setup supports the following platforms and channels.

  • Platforms and SDKs:

    • Swift by Apple, iOS

    • Kotlin, Android

    • Javascript, Web

  • Channels:

    • Mobile In-App

    • Mobile Push Message

    • Web Basic

Note that for each platform that you would like to setup, it is required to create a separate configuration. This is because each app requires a unique Channel Configuration, and this provides the flexibility to determine which channels you would like for each platform.

Prerequisites prereq

  • To effectively implement this, it is essential that a member of the organization with the authority and technical ability to modify website or mobile code oversees the setup.

    Below are the permissions required to run the Guided Channel Setup.

    accordion
    Required permissions
    table 0-row-2 1-row-2 2-row-2 3-row-2
    Solution Permissions
    Data collection
    • Company Rights > Properties
    • Property Rights: Develop, publish, manage extensions and environments
    • App Surfaces: Manage app Configuration
    ÃÛ¶¹ÊÓƵ Experience Platform
    • Data Collection: Manage datastreams
    • Sandbox: grant access to sandboxes
    • Manage segments: read, create, edit, and delete segment definitions
    • Manage profiles: read, create, edit, and delete profiles
    • Read datasets: read-only access to datasets
    • Read schemas: read-only access to schemas
    • Read Identity namespace: read-only access to identity namespace
    ÃÛ¶¹ÊÓƵ Journey Optimizer Campaigns: Manage and publish campaigns

  • If you are using the Existing configuration option, please ensure that you are using the following ÃÛ¶¹ÊÓƵ Experience Platform Mobile SDK extension versions. For more details on the SDK setup including the required dependencies and initialization code, please refer to the following documentation.

    For Android

    • Mobile Core v3.1.0 or later
    • ÃÛ¶¹ÊÓƵ Journey Optimizer v3.1.0 or later

    For iOS

    • Mobile Core v5.2.0 or later
    • ÃÛ¶¹ÊÓƵ Journey Optimizer v5.1.1 or later

Auto-created resources auto-create-resources

The Guided Channel Setup simplifies the rapid configuration of marketing channels, making all essential resources readily available in the Experience Platform, Journey Optimizer, and Data Collection apps. This allows your marketing team to quickly start creating campaigns and journeys. Below is a list of the resources that are auto generated and configured as a part of the Guided Channel Setup.

Browse through the tabs below to access the comprehensive lists of all the resources that are auto generated:

iOS

For the Initial configuration, below is a comprehensive list of all the resources created on the Configuration Details screen when you click Auto-Create Resources.

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2
Solution Auto-created resources
Tags
  • Mobile Tag Property
  • Rules
  • Data Elements
  • Library
  • Environments (staging, production, development)
Tags Extensions
  • ÃÛ¶¹ÊÓƵ Experience Platform Edge Network
  • ÃÛ¶¹ÊÓƵ Journey Optimizer
  • AEP Assurance
  • Consent (with default consent policies enabled)
  • Identity (with default ECID, with default stitching rules)
  • Mobile Core
Assurance Assurance Session
Datastreams Datastream with Services
Experience Platform
  • Dataset
  • Schema

For the Channel setup, below is a comprehensive list of all the resources created on the Add Channels screen.

table 0-row-2 1-row-2
Solution Auto-created resources
Journey Optimizer
  • Channel Configuration
  • Upload Push Credential (mobile push message only)
Android

For the Initial configuration, below is a comprehensive list of all the resources created on the Configuration Details screen when you click Auto-Create Resources.

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2
Solution Auto-created resources
Tags
  • Mobile Tag Property
  • Rules
  • Data Elements
  • Library
  • Environments (staging, production, development)
Tags Extensions
  • ÃÛ¶¹ÊÓƵ Experience Platform Edge Network
  • ÃÛ¶¹ÊÓƵ Journey Optimizer
  • AEP Assurance
  • Consent (with default consent policies enabled)
  • Identity (with default ECID, with default stitching rules)
  • Mobile Core
Assurance Assurance Session
Datastreams Datastream with Services
Experience Platform
  • Dataset
  • Schema

For the Channel setup, below is a comprehensive list of all the resources created on the Add Channels screen.

table 0-row-2 1-row-2
Solution Auto-created resources
Journey Optimizer
  • Channel Configuration
  • Upload Push Credential (mobile push message only)
Web

For the Initial configuration, below is a comprehensive list of all the resources created on the Configuration Details screen when you click Auto-Create Resources.

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2
Solution Auto-created resources
Tags
  • Mobile Tag Property
  • Rules
  • Data Elements
  • Library
  • Environments (staging, production, development)
Tags Extensions
  • ÃÛ¶¹ÊÓƵ Experience Platform Edge Network
  • ÃÛ¶¹ÊÓƵ Journey Optimizer
  • AEP Assurance
  • Consent (with default consent policies enabled)
  • Identity (with default ECID, with default stitching rules)
  • Mobile Core
Assurance Assurance Session
Datastreams Datastream with Services
Experience Platform
  • Dataset
  • Schema
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