Interface tour of ÃÛ¶¹ÊÓƵ Experience Platform
Learn how to navigate ÃÛ¶¹ÊÓƵ Experience Platform’s user interface.
Transcript
Hi, it’s Daniel. Let’s go for a quick tour of the ÃÛ¶¹ÊÓƵ Experience platform user interface. I’ll start by logging into the ÃÛ¶¹ÊÓƵ Experience cloud interface, which you’re probably already familiar with. Once I’ve logged in with my personal or company ID, if I’ve been given access to platform, I’ll see a link in the Quick Access panel or in the application switcher. If I have access to Journey Optimizer or Customer Journey Analytics applications, I’ll see links to those interfaces here as well. Realtime Customer Data Platform doesn’t have a separate link, but is baked into Experience Platform’s interface. So let’s go there. Now, what you see in your account might be different from what I see in mine, depending on your individual user permissions and licensed features. So don’t stress if you don’t see what I see. Also, the interface may change from time to time. If a release has just occurred, you might get a pop-up showcasing new features. On the platform home page, you’ll see a dashboard highlighting various resources in your account, such as the schemas, data sets, and profiles. Note how enablement is baked into the platform interface with various components that will take you to relevant documentation and videos recorded by some of the smoothest voices in the technical enablement industry. Up top, you’ll see the ribbon, including the search feature, org switcher, sandbox switcher, application switcher, help links, notifications, and user account options. The sandbox switcher allows you to switch between your various platform sandbox environments, much like you might switch between different report suites and analytics or workspaces in Target. The search feature can help you quickly locate your platform resources, like audience and schemas, as well as find learning content on Experience League. OK, the left navigation. Note that you can collapse or expand the navigation if you need more space. Up here, you have easily configurable data sources and destinations. Look at this nifty system view visualization, showing you all of your inbound and outbound data flows. Next are your profiles, audiences, and identities. These are parts of the interface heavily used by marketers. They have customizable dashboards to help you understand how these features are being used. Now we have our privacy and governance features, where you can define data usage policies, manage privacy requests, and audit changes made within your platform account. Data science services, like attribution AI and customer AI, allow marketers to leverage powerful AI and ML models to manage marketing spend and personalize customer experiences. And then we have the realm of the data architect and the data engineer. Schemas and data sets, monitoring dashboards to keep an eye on inbound and outbound data flows. Also, query service, which is heavily used by data analysts and data scientists as well. You can run queries from here or obtain credentials needed to query from external applications. In the administration section is where you can manage user permissions and sandboxes, as well as monitor your usage of the product against your license. Data collection features like tags, data streams, and event forwarding are also available from both the left navigation as well as from a dedicated interface available from the application switcher. OK, that’s my quick tour of the interface. Take care and have fun using platform.
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