Create web experiences

Last update: 2025-04-07
  • Created for:
  • Beginner
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Journey Optimizer allows you to personalize the web experience you deliver to your customers through inbound journeys or campaigns.

Define a web experience through a journey or a campaign

To start building your web experience through a campaign or a journey, follow the steps below.

NOTE

If this is your first time creating a web experience, make sure you follow the prerequisites described in this section.

To add a Web activity to a journey, follow these steps:

  1. Create a journey.

  2. Start your journey with an Event or a Read Audience activity.

  3. Drag and drop a Web activity from the Actions section of the palette.

    NOTE

    As Web is an inbound message activity, it comes with a 3-days Wait activity. Learn more

  4. Enter a Label and Description for your message.

  5. Select or create the Web configuration to use.

  6. Select the Edit content button and edit your content as desired. Learn more

  7. If necessary, complete your journey flow by dragging and dropping additional actions or events. Learn more

  8. Once your web experience is ready, finalize the configuration and publish your journey to activate it. Learn more

For more information on how to configure a journey, refer to this page.

To start building your web experience through a campaign, follow the steps below.

  1. Create a campaign. Learn more

  2. Select the type of campaign that you want to execute

    • Scheduled - Marketing: execute the campaign immediately or on a specified date. Scheduled campaigns are aimed at sending marketing messages. They are configured and executed from the user interface.

    • API-triggered - Marketing/Transactional: execute the campaign using an API call. API-triggered campaigns are aimed at sending either marketing, or transactional messages, i.e. messages sent out following an action performed by an individual: password reset, cart purchase etc. Learn how to trigger a campaign using APIs

  3. Complete the steps to create a web campaign, such as the campaign properties, audience, and schedule.

  4. Select the Web action.

  5. Select or create the web configuration. Learn more about web configuration

  6. Click the Edit content button to edit your content as desired. Learn more

For more information on how to configure a campaign, refer to this page.

➡️ Learn how to create a web campaign in this video

Edit web content

Once you added a web action to a journey or a campaign, you can edit the content of your site using either:

To start authoring your web experience, follow the steps below.

  1. From the Action tab of the campaign or the Web activity in the journey, select Edit content.

  2. The edition screen displays. You can either:

    • Click the Edit web page button to start authoring your content using the web designer for a visual experience. Learn more

    • Unselect the Visual editor option to use the non-visual edition mode instead, and click Add a modification to start editing your web content without loading the visual editor. Learn more

Test the web experience

Once you authored your web experience using the web designer, you can use test profiles to preview your modified web pages. If you inserted personalized content, you can check how this content is displayed, using test profile data.

To do this, click Simulate content from either the journey or campaign edit content screen, then add a test profile to check your web page using the test profile data.

You can also open it in the default browser, or copy the test URL to paste it in any browser. This allows you to share the link with your team and stakeholders who will be able to preview the new web experience in any browser before the campaign goes live.

NOTE

When copying the test URL, the content displayed is the one personalized for the test profile used when the content simulation was generated in Journey Optimizer.

Detailed information on how to select test profiles and preview your content is available in the Content Management section.

Make your web experience live

IMPORTANT

If your campaign is subject to an approval policy, you will need to request approval in order to be able to activate your Web experiences. Learn more

Once you defined your web experience and you edited your content as desired, you can activate your journey or campaign to make your changes visible to your audience.

You can also preview your web experience content before making it live. Learn more

NOTE

If you activate a web journey/campaign impacting the same pages as another journey or campaign which is already live, all the changes will be applied to your web pages.

If multiple journeys or campaigns update the same element(s) of your website, the highest priority journey/campaign takes precedence.

Publish a web journey

To make your web experience live from a journey, follow the steps below.

  1. Verify that your journey is valid and that there is no error. Learn more

  2. From the journey, select the Publish option, located in the top right drop-down menu.

    NOTE

    Learn more about publishing journeys in this section.

Your web journey takes the Live status and is now read-only. Each recipient of your journey can see the modifications you added to your website.

NOTE

After you click Publish, it can take up to 15 minutes for the changes to be available live on your website.

Activate a web campaign

Once you defined your web campaign settings and you edited your content as desired, you can review and activate your web campaign. Follow the steps below.

  1. From your web campaign, select Review to activate.

  2. Check and edit if needed the content, properties, configuration, audience and schedule.

  3. Select Activate.

    NOTE

    Learn more about activating campaigns in this section.

Your web campaign takes the Live status and is now visible to the selected audience. Each recipient of your campaign can see the modifications you added to your website.

NOTE

After you click Activate, it can take up to 15 minutes for web campaigns changes to be available live on your website.

If you defined a schedule for your web campaign, it has the Scheduled status until the start date and time are reached.

Once your experience is live, you can monitor your web journeys and campaigns. Learn more

Stop a web journey or campaign

When a web journey or campaign is live, you can stop it to prevent your audience from seeing your modifications. Follow the steps below.

  1. Select a live journey or campaign from the respective list.

  2. Perform the relevant action according to your case:

    • From the campaign top menu, select Stop campaign.

    • From the journey top menu, click the More button and select Stop.

  3. The modifications you added are not be visible anymore to the audience you defined.

NOTE

Once a web journey or campaign is stopped, you cannot edit or activate it again. You can only duplicate it and activate the duplicated journey/campaign.

How-to video

The video below shows how to create a web campaign, configure its properties, review, and publish it.

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