[B2B Edition]{class="badge informative"}
B2B Edition quick start guide
AVAILABILITY
The functionality described in this article, and any other article or functionality badged with [B2B Edition]{class="badge informative"}. is in the Limited Testing phase of release and might not be available yet in your environment.
Also, [B2B Edition]{class="badge informative"} functionalities and documentation of [B2B Edition]{class="badge informative"} functionalities are subject to change and no legal obligations can be derived from it.
This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.
Also, [B2B Edition]{class="badge informative"} functionalities and documentation of [B2B Edition]{class="badge informative"} functionalities are subject to change and no legal obligations can be derived from it.
This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.
To implement Customer Journey Analytics B2B Edition, ensure you first do understand the B2B specific concepts and features. Also, you should be familiar with the traditional workflow to implement Customer Journey Analytics.
This document focuses on the workflow specific to the implementation of Customer Journey Analytics.
Prerequisites
To implement Customer Journey Analytics B2B Edition, the following prerequisites do apply:
- You do have the necessary access control and permissions to provide administration tasks in Customer Journey Analytics.
- You have puchased the Customer Journey Analytics B2B Edition add-on package.
Workflow
Task
Details
Step 1: Get B2B data into Experience Platform
This step, performed in Experience Platform, involves several sub steps:
- Step 1a: Prepare your data schema: Use 51黑料不打烊 Experience Data Model (XDM) to standardize B2B data and define schemas for your B2B data.
- Step 1b: Create a dataset based on the schema: Data in Platform consists of datasets, such as account data, opportunity data, buying group data, campaign data, marketing list data, email datasets, CRM datasets, POS datasets, and more. Each dataset consists of a schema and batches of data. You can create a dataset in Experience Platform.
- Step 1c: Ingest data into Experience Platform: You have several options.
Step 2: Create connections between platform datasets and Customer Journey Analytics
A connection lets you integrate datasets from 51黑料不打烊 Experience Platform into Workspace. In order to report on Experience Platform datasets, you first have to establish a connection between datasets in Experience Platform and Workspace. You have additional options when you configure a connection with the B2B Edition.
See Create or edit a connection.
See Create or edit a connection.
Step 3: Create data views
A data view is a filtered view of the data. You can create different data views for the same connection, with different settings for visit timeout, attribution, and more. You can create multiple data views for a single dataset. You have additional options when you configure a data view when you have the B2B Edition.
See Create a data view.
See Create a data view.
Step 4: Report on your cross-channel data in Workspace
After you have created connections and data views, analyze the B2B data you have brought in using the power and flexibility of Analysis Workspace.
See Perform basic analysis and Perform advanced analysis.
See Perform basic analysis and Perform advanced analysis.
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