modular journeys - best practice

[Ajaz_A]

How does using Schema attribute & flags and modular journeys with segment-based triggers compare to using a single AJO journey with wait activities in terms of performance, non-functional requirements (NFRs), and Adobe Experience Platform (AEP) internal working best practices? Suggestions please.

Think of a simple use case: New Account Onboarding Journey

○ Objective: Guide new customers through the process of setting up their new bank accounts.

○ Key Steps: Welcome email, account setup guide, document submission reminders, first transaction encouragement.

For example:

1. Create the Main Journey:
   • Login to Adobe Journey Optimizer.
   • Navigate to the "Journeys" section and create a new journey named "New Account Onboarding Main Journey."

1. Configure Read Audience Activity:
   • Select the "Read Audience" activity as the journey trigger.
   • Configure the data source (AEP or CRM).
   • Enable the "Incremental Read" option.
   • Set the read frequency to daily.

1. Create and Configure Segments:
   • Navigate to the "Segments" section in Adobe Experience Platform.
   • Create segments based on the attribute flags.

1. Define Modular Journeys:
   • Create separate journeys for each email step (Welcome Email, Account Setup Guide Email, Document Submission Reminder Email, First Transaction Encouragement Email).
   • Each journey should trigger based on segment qualification.

1. Attribute Change Triggers:
   • Configure each modular journey to trigger based on segment qualifications.
   • Ensure each journey updates the relevant attribute flags upon completion of its action.

[SatheeskannaK]

@Ajaz_A For the given use case, I would suggest going with one journey with multiple touchpoints with wait times to communicate about the Welcome email, account setup guide, document submission reminders, and first transaction encouragement. I believe at least you would for a day between each touchpoint. It will be easier to orchestrate the journey in this way rather than separating out. Also, maintenance perspective it would be much easier to handle at a single journey level rather than handling multiple journeys.

[Ajaz_A]

Yes, that's one of the option. I was thinking more from Performance NFR perspective, since the number of active threads/journeys that are in wait states and in process can be very huge (depending upon the use case). Adobe would have to handle such huge running threads. 

To make my thought process more clear, here is the approach:

Segment Criteria:

Segment 1: New Account Holders

• Criteria: accountCreationDate is within the last 24 hours.

Segment 2: Welcome Email Sent

• Criteria: welcomeEmailSent is true.

Segment 3: Account Setup Guide Sent

• Criteria: accountSetupGuideSent is true.

Segment 4: Document Submission Reminder Sent

• Criteria: documentSubmissionReminderSent is true.

Segment 5: Documents Submitted

• Criteria: documentsSubmitted is true.

Segment 6: First Transaction Encouragement Sent

• Criteria: firstTransactionEncouragementSent is true.

Journey Rules and Details:

Journey 1: Welcome Email

• Trigger: Qualification to the "New Account Holders" segment.
• Condition: welcomeEmailSent is false.
• Action: Send a personalized welcome email.
  • Content: Welcome message, brief overview of the next steps, and contact information for support.
  • Email Template: "WelcomeEmailTemplate.html"
  • Personalization: Customer name, account type, support contact.
• Update Attribute: Set welcomeEmailSent to true.

Thoughts?