Get Started for System Administrators

Before starting using Adobe Journey Optimizer, several steps are required to prepare your environment. You must perform these steps so that the Data Engineer and Journey Practicioner can start working with Adobe Journey Optimizer.

As a System Administrator, you need to understand roles and assign permissions for sandbox administration and channel configuration. You also need to setup sandbox(es) and manage them for the available roles. You will then be able to assign team members to roles.

These capabilities can be managed by Product administrators that have access to the Permissions product. Learn more about Permissions.

Learn about access management in the following pages:

1. Create sandboxes to partition your instances into separate, isolated virtual environments. Sandboxes are created in Journey Optimizer. Learn more in the Sandboxes section.

   NOTE

   As a System Administrator, if you cannot see the Sandboxes menu in Journey Optimizer, you need to update your permissions. Learn how to update your role on this page.

2. Understand roles. Roles are a set of unitary rights which allows users access to certain functionalities or objects in the interface. Learn more in the out-of-the-box roles section.

3. Set permissions for roles, including Sandboxes, and give access to your team members by assigning them to different roles. Permissions are unitary rights that allow you to define the authorizations assigned to Role. Each permission is gathered under capabilities, e.g. Journey or Offers, which represents the different functionalities or objects in Journey Optimizer. Learn more in the Permission levels section.

In addition, you must add users who need access to Assets Essentials to the Assets Essentials Consumer Users or/and Assets Essentials Users roles. Read more in Assets Essentials documentation.

When accessing Journey Optimizer for the first time, you are provisioned a production sandbox and allocated a certain number of IPs depending on your contract.

To be able to create your journeys and send messages, access the ADMINISTRATION menu. Browse the Channels menu to configure your messages and channel configurations (i.e. message presets).

Follow the steps listed below:

1. Configure messages and channels: define configurations, adapt and customize email, sms and push messages settings

   • Define push notifications settings in both Adobe Experience Platform and Adobe Experience Platform Launch. Learn more

   • Create channel configurations (i.e. message presets) to configure all the technical parameters required for email, sms and push notification. Learn more

   • Configure the SMS channel to configure all the technical parameters required for SMS. Learn more

   • Manage the number of days during which retries are performed before sending email addresses to the suppression list. Learn more

2. Delegate subdomains: for any new subdomain to be used in Journey Optimizer, the first step will be to delegate it. Learn more

   

3. Create IP pools: improve your email deliverability and reputation by grouping together IP addresses provisioned with your instance. Learn more

   

4. Manage the suppression and allowed lists: improve your deliverability with suppression and allowed lists

   • A suppression list consists of email addresses that you want to exclude from your deliveries, because sending to these contacts could hurt your sending reputation and delivery rates. You can monitor all the email addresses that are automatically excluded from sending in a journey, such as invalid addresses, addresses that consistently soft-bounce, and could adversely affect your email reputation, and recipients who issue a spam complaint of some kind against one of your email messages. Learn how to manage the suppression list and retries.

   

   • The allowed list enables you to specify individual email addresses or domains that will be the only recipients or domains authorized to receive the emails you are sending from a specific sandbox. This can prevent you from sending emails accidentally to real customer addresses when you are in a testing environment. Learn how to enable the allowed list.

   Learn more about deliverability management in Adobe Journey Optimizer on this page.