What’s the best way in AJO to pull a list of customers who received a specific journey message (email or SMS)?

Hi @shushmitpa 

You need an accurate, deduplicated list of customers who received a specific journey communication and want to turn this into a reusable audience in AEP without relying solely on tracking datasets.

Solution: Log Custom Experience Events for Each Communication

Instead of querying raw tracking datasets (which are great for reporting but not for segmentation), you can create a custom schema and dataset to capture communication delivery events. This approach makes the data actionable inside AEP and reusable for downstream journeys.

Step 1: Create a Custom Experience Event Schema

• Base class: XDM ExperienceEvent: ORG_Journey_Action
• Add a custom Field Group (e.g., _tenantId.journeyCommunicationAction) with fields like:
  • journeyCommunicationAction.journeyName – Human-readable name (e.g., "Abandoned Cart").
  • journeyCommunicationAction.channel – email, sms, push, etc.
  • journeyCommunicationAction.subject – Email subject line.
  • journeyCommunicationAction.offerId / offerName – If offers are included.
  • journeyCommunicationAction.messageName – Friendly name for the message.
  • journeyCommunicationAction.sendDateTime – When the comm was sent.
  • eventType – e.g., "journeyEmail/SMS.sent".
  • _id – Unique UUID for deduplication.
• Include identityMap with primary identity (email, phone, ECID, etc.).
• Enable it to profile

Step 2: Create a Dedicated Dataset

• Type: Experience Event dataset: ORG_Journey_Action
• Bind it to the schema above.
• This dataset will store all communication events triggered from journeys.
• Enable it to profile

Step 3: Create an HTTP API Ingestion Flow (Streaming Pipeline)

Before adding the custom action, you need a way to ingest the event data into AEP:

• Create an STPL (Source Template) request to define the ingestion pipeline.
• Configure:
  • Source: HTTPS API endpoint that will receive the payload from AJO.
  • Target Dataset: The dataset created above: ORG_Journey_Action
  • Mapping: Map JSON fields from the custom action payload to schema fields.
• This creates a streaming ingestion pipeline so that every event from AJO flows directly into AEP in near real-time.
• Test ingestion with sample payloads to ensure data flows correctly and schema mapping is valid.

Step 4: Add a Custom Action in Each Journey Step

• After each Email/SMS action, add a Custom Action that POSTs a JSON payload to your ingestion endpoint.

Step 5: Build Audiences in AEP

Once events are ingested:

• Use Segment Builder with conditions like:
  • eventType = "journeyEmail/SMS.sent"
  • communication.journeyName = "Abandoned Cart"
  • communication.channel = "email"
  • Within last X days
• This gives you a deduplicated audience because segmentation works at the profile level.

Step 6: You can event Trigger Subsequent Journeys if you have such a use case

• Create a Unitary entry event that listens for:
  • eventType = "journeyEmail/SMS.sent"
  • communication.journeyName = "Abandoned Cart"
• Add a Wait step (e.g., 7 days), then check for purchase or redemption before sending the next comm.

Why This Works

• Creates a single source of truth for communication delivery.
• Enables reusable audiences and downstream triggers.
• Works for both one-off campaigns and recurring journeys.

Please review and let me know if this helps.

Thanks a lot.

Sashanka B

@shushmitpa Yes, you can set up an audience to target customers who have received communication from a specific journey or campaign, and a query service is not required for this. For example, you can create an audience of customers who have successfully delivered a message from a journey in the last 30days. This method can also be applied to campaigns and the SMS channel.