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3.2.3 Define a custom action

In this exercise, you’ll create a custom action to send a message to a Slack channel.

Login to ÃÛ¶¹ÊÓƵ Journey Optimizer by going to . Click Journey Optimizer.

You’ll be redirected to the Home view in Journey Optimizer. First, make sure you’re using the correct sandbox. The sandbox to use is called --aepSandboxName--. You’ll then be in the Home view of your sandbox --aepSandboxName--.

You’ll now use an existing Slack channel and send messages to that Slack channel. Slack has an easy-to-use API and you’ll use ÃÛ¶¹ÊÓƵ Journey Optimizer to trigger their API.

In the left menu, scroll down and click Configurations. Next, click the Manage button under Actions.

You’ll then see the Actions list. Click Create Action.

You’ll see an empty Action popup.

As a Name for the Action, use --aepUserLdap--TextSlack.

Set Description to: Send Message to Slack.

For the URL Configuration, use this:

You don’t need to change the Header Fields.

Authentication should be set to No Authentication.

Under Payloads, you need to define which fields should be sent towards Slack. Logically, you want ÃÛ¶¹ÊÓƵ Journey Optimizer and ÃÛ¶¹ÊÓƵ Experience Platform to be the brain of personalization, so the text to send to Slack should be defined by ÃÛ¶¹ÊÓƵ Journey Optimizer and then sent to Slack for execution.

For the Request, click the Edit Payload icon.

You’ll then see an empty popup-window.

Copy the below text and paste it in the empty popup window.

{
 "text": {
  "toBeMapped": true,
  "dataType": "string",
  "label": "textToSlack"
 }
}

You’ll then see this:

Scroll up and click Save one more time to save your action.

Your custom action is now part of the Actions list.

You’ve defined events, an external data sources and actions. Now let’s consolidate all of that in one journey.

Next Step: 3.2.4 Create your journey and messages

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