3.4.1 Configure a trigger-based journey - Order Confirmation
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--.
3.4.1.1 Create your event
In the menu, go to Configurations and click Manage under Events.
On the Events screen, you’ll see a view similar to this. Click Create Event.
You’ll then see an empty event configuration.
First of all, give your Event a Name like this: --aepUserLdap--PurchaseEvent, and add a description like this: Purchase Event.
For Type, select Unitary.
For Event ID Type, select System Generated.
Next is the Schema selection. A schema was prepared for this exercise. Please use the schema Demo System - Event Schema for Website (Global v1.1) v.1.
After selecting the Schema, you’ll see a number of fields being selected in the Payload section. Click the Edit/Pencil icon to add additional fields to this event.
You’ll then see this popup. You now need to check additional checkboxes in order to access additional data when this event gets triggered.
First of all, check the checkbox on the line --aepTenantId--.
Next, scroll down and check the checkbox on the line commerce.
Next, scroll down and check the checkbox on the line productListItems. Click Ok.
You’ll then see that additional fields have been added to the event. Click Save.
Your new event is then saved and you’ll see your event in the list of available events now.
Click on your event again to open up the Edit Event screen again.
Hover over the Payload field again to see the 3 icons again. Click on the View Payload icon.
You’ll now see an example of the expected payload. Your event has a unique orchestration eventID, which you can find by scrolling down in that payload until you see _experience.campaign.orchestration.eventID.
The event ID is what needs to be sent to ÃÛ¶¹ÊÓƵ Journey Optimizer in order to trigger the journey that you’ll build in the next step. Write down this eventID, as you’ll need it in one of the next steps."eventID": "1c8148a8ab1993537d0ba4e6ac293dd4f2a88d80b2ca7be6293c3b28d4ff5ae6"
Click Ok, followed by Cancel.
Your event is now configured and ready to be used.
3.4.1.2 Create your journey
In the menu, go to Journeys and click Create Journey.
You’ll then see this. Give your journey a name. Use --aepUserLdap-- - Order Confirmation journey. Click Save.
First, you need to add your event as the starting point of your journey. Search for your event --aepUserLdap--PurchaseEvent and drag and drop it onto the canvas. Click Save.
Next, under Actions, search for the Email action and add it onto the canvas.
Set the Category to Marketing and select an email surface that enables you to send email. In this case, the email surface to select is Email. Ensure that the checkboxes for Clicks on email and email opens are both enabled.
The next step is to create your message. To do that, click Edit content.
You now see this. Click the Subject line text field.
In the text area start writing Thanks for your order, and click the Personalization icon.
The subject line is not done yet. Next you need to bring in the personalization token for the field First name which is stored under profile.person.name.firstName. In the left menu, scroll down to find the Person > Full name > First name field and click on the + icon to add the personalization token into the subject line. Click Save.
You’ll then be back here. Click Edit email body to create the email’s content.
In the next screen, click Design from scratch.
In the left menu, you’ll find the structure components that you can use to define the structure of the email (rows and columns).
Drag and drop 8 times a 1:1 column on the canvas, which should give you this:
In the left menu, go to Fragments. Drag the header you created earlier in exercise 3.1.2.1 onto the first component in the canvas. Drag the footer you created earlier in exercise 3.1.2.2 onto the last component in the canvas.
Click the + icon in the left menu. Go to Contents to start adding content onto the canvas.
Go to Contents and drag and drop an Image component on the second row. Click Browse.
Open the folder citi-signal-images, click to select the image citisignal-preparing.png, and click Select.
Under Styles, change the width to 40%.
Next, go to Contents and drag and drop a Text component on the third row.
Select the default text in that component Please type your text here. and replace it by the below text:
You’re one step closer!
Hi
We've received your order details!
We will also send you a separate email containing your VAT Invoice.
We'll be back in touch with you as soon as we've finished packing your package. Please read carefully the Order Information detailed below.
Put the cursor next to the text Hi and click Add Personalization.
Navigate to the Person > Full name > First name field and click on the + icon to add the personalization token into the subject line. Click Save.
You’ll then see this:
Next, go to Contents and drag and drop a Text component on the fourth row.
Select the default text in that component Please type your text here. and replace it by the below text:
Order Information
Change the font size to 26px and center your text in this cell. You’ll then have this:
Next, go to Contents and drag and drop an HTML component on the fifth row. Click the HTML component and then click Show the source code.
In the Edit HTML popup, paste this HTML:
<table><tbody><tr><td><b>Items purchased</b></td><td></td><td><b>Quantity</b></td><td><b>Subtotal</b></td></tr><tr><td colspan="4" width="500"><hr></td></tr></tbody></table>
Click Save.
You’ll then have this. Click Save to save your progress.
Go to Contents and drag and drop an HTML component on the sixth row. Click the HTML component and then click Show the source code.
In the Edit HTML popup, paste this HTML:
{{#each xxx as |item|}}<table width="500"><tbody><tr><td><img src="{{item.--aepTenantId--.core.imageURL}}" width="100"></td><td><table><tbody><tr><td><b>{{item.name}}</b><br>{{item.--aepTenantId--.core.subCategory}}<br><b>{{item.priceTotal}}</b><br> <br>Article no: {{item.SKU}}</td></tr></tbody></table></td><td>{{item.quantity}}</td><td><b>{{item.priceTotal}}</b></td></tr></tbody></table>{{/each}}
You’ll then have this:
You now have to replace xxx by a reference to the productListItems object that is part of the event that triggers the journey.
First, delete xxx in your HTML code first.
In the left menu, click Contextual attributes. This context is passed to the message from the journey.
You’ll then see this. Click the arrow next to Journey Orchestration to drill deeper.
Click the arrow next to Events to drill deeper.
Click the arrow next to --aepUserLdap--PurchaseEvent to drill deeper.
Click the arrow next to productListItems to drill deeper.
Click the + icon next to Name to add it to the canvas. You’ll then have this. You now need to select .name as indicated in the below screenshot, and then you should remove .name.
You’ll then have this. Click Save.
You’ll be back in the Email Designer now. Click Save to save your progress.
Next, go to Contents and drag and drop an HTML component on the seventh row. Click the HTML component and then click Show the source code.
In the Edit HTML popup, paste this HTML:
<table><tbody><tr><td><b>Subtotal</b><br>Delivery charge (included)</td><td align="right"><b>xxx</b><br><b>5</b></td></tr><tr><td colspan="2" width="500"><hr></td></tr><tr><td><b>Total including VAT</b></td><td align="right"><b>xxx</b></td></tr></tbody></table>
There are 2 references of xxx in this HTML code. You now have to replace each xxx by a reference to the productListItems object that is part of the event that triggers the journey.
First, delete the first xxx in your HTML code.
In the left menu, click Contextual Attributes.
Click the arrow next to Journey Orchestration to drill deeper.
Click the arrow next to Events to drill deeper.
Click the arrow next to --aepUserLdap--PurchaseEvent to drill deeper.
Click the arrow next to Commerce to drill deeper.
Click the arrow next to Order to drill deeper.
Click the + icon next to Price Total to add that to the canvas.
You’ll then have this. Now delete the second xxx in your HTML code.
Click the + icon next to Price Total again to add that to the canvas.
You can also add the field Currency from within the Order object onto the canvas, as you can see here.
When you’re done, click Save to save your changes.
You’ll then be back in the Email Designer. Click Save again.
Go back to the message dashboard by clicking the arrow next to the subject line text in the top-left corner.
Click the arrow in the top left corner to go back to your journey.
Click Save to close your email action.
Click Publish to publish your journey.
Click Publish again.
Your journey is now published.
3.4.1.5 Update your ÃÛ¶¹ÊÓƵ Experience Platform Data Collection Client property
Go to and select Tags.
This is the ÃÛ¶¹ÊÓƵ Experience Platform Data Collection Properties page you saw before.
In Getting Started, Demo System created two Client properties for you: one for the website and one for the mobile app. Find them by searching for --aepUserLdap-- in the Search box. Click to open the Web property.
Go to Data Elements. Search and open the data element XDM - Purchase.
You’ll then see this. Navigate to the field _experience.campaign.orchestration.eventID and fill out your eventID here. The eventID to fill out here, is the eventID you created as part of exercise 3.4.1.1 Click Save or Save to Library.
Save your changes in your property, and then publish your changes by updating your development library.
Your changes are now deployed and can be tested.
3.4.1.6 Test your order confirmation email using the demo website
Let’s test the updated journey by buying a product on the demo website.
Go to . After logging in with your ÃÛ¶¹ÊÓƵ ID, you’ll see this. Click the 3 dots … on your website project and then click Run to open it.
You’ll then see your demo website open up. Select the URL and copy it to your clipboard.
Open a new incognito browser window.
Paste the URL of your demo website, which you copied in the previous step. You’ll then be asked to login using your ÃÛ¶¹ÊÓƵ ID.
Select your account type and complete the login process.
You’ll then see your website loaded in an incognito browser window. For every exercise, you’ll need to use a fresh, incognito browser window to load your demo website URL.
Have a look at the Profile Viewer panel and the Real-time Customer Profile with the Experience Cloud ID as the primary identifier for thi currently unknown customer.
Go to the Register/Login page. Click CREATE AN ACCOUNT.
Fill out your details and click Register after which you’ll be redirected to the previous page.
Add any product to your cart
Go to the Cart page. Click Checkout.
Next, verify the fields and complete if necessary. Click Proceed.
Click Confirm Order.
Your order is now confirmed.
You’ll then receive your order confirmation email within seconds.
You have finished this exercise.
Next Step: 3.4.2 Configure a batch-based newsletter journey