In Journey Orchestration, there are two types of users, each of them performing specific tasks: the technical user and the business user . User access is managed via product profiles and rights. Refer to Access management to learn how to configure user access.
Here are the main steps to configure and use Journey Orchestration:
- Configure an eventYou need to define the expected information and how to process it. This configuration is mandatory. This step is performed by a technical user .For more on this, refer to About events .
- Configure the data sourceYou need to define a connection to a system to retrieve additional information that will be used in your journeys, for example in your conditions. A built-in Experience Platform data source is also configured at provisioning time. This step is not required if you only leverage data from the events in your journey. This step is performed by a technical user .For more on this, refer to About data sources .
- Configure an actionIf you're using a third-party system to send your messages, you need to configure its connection with Journey Orchestration. See About custom action configuration .If you are using Adobe Campaign Standard to send messages, you need to configure the built-in action. See Working with Adobe Campaign .These steps are performed by a technical user .
- Design your journeyCombine the different event, orchestration and action activities to build your multi-step cross-channel scenarios. This step is performed by a business user .For more on this, see Creating a journey .
- Test and publish the journeyYou need to validate and activate the journey. This step is performed by a business user .
- Monitor your journeyUse the dedicated reporting tools to measure your journey's effectiveness. This step is performed by a business user .For more on this, see About journey reports .