Experience League | Image

Explore how you can share the Assets across the Adobe Experience Cloud

Speakers: Venkat Vedagiri and Raghunath Maikkara

Table of Contents

Lab Overview

This lab will show how you can create Assets in AEM and share the Assets to the Adobe Experience Cloud solutions using the Assets Core Service , How to create an email template in Adobe Campaign Standard, how you can leverage the shared assets using the Assets Core Service with in the Creative Designer and How to create an activity in Adobe Target and leverage the shared Assets using the Assets Core Service

Integrating these solutions will provide us with the following value:

  • We will be able to Create the Assets in a single place.

  • We will be able to share the images to Experience cloud.

  • We will be able to use the Assets across the multiple solutions such as Adobe Campaign Standard in email templates, Adobe Target when you create activities.

Key Takeaways

  1. How to create assets in AEM and push them to Assets Core Service

  2. How to create / manage assets in the Assets core service

  3. How to create an email template using the new creative designer in Adobe campaign and use assets from Assets Core Service

  4. How to create Activity in Adobe target using assets from Assets Core Service

Prerequisites

We have configured lab environments for you that have everything you need to complete these exercises. If you would like to walk through this lab again at home, we have provided a section at the end that covers how to configure these prerequisites in your own environment. To go through these pre-requisites, you will need access to:

  • AEM

  • Target

  • Campaign Standard

  • Adobe experience Cloud for Assets and Target & Assets core service

Things you need to take note

  • A number is provided to you before you start the lab. If you do not have a number, please reach out to the Lab Speakers or the TA

  • In the lab there will be some place holders indicated “XX” You need to replace XX with the Number provided to you. For eg if you have been assigned a number 7 then please replace XX with “07”

  • An Adobe ID and Password will be presented on the screen

  • A different ID and password will be provided for you again on the screen for logging into the Experience cloud. You should be able to access, Assets, Campaign and Target with that Id. This id will have a place holder where you must replace it with the number assigned to you.

Tips for the lab

If you don’t already have a lot of experience with the solutions that we’ll be using today, don’t worry, our teaching assistants are here to help. Additionally, we have provided you with some basic guidance for getting around that you may find helpful.

Accessing the Experience Cloud

You can access our Experience Cloud account directly by pointing your browser to

https://summit2019l726.experiencecloud.adobe.com

The solution switcher

Throughout the lab, we will often switch between Experience Cloud solutions. To access the solution switcher from any of the SaaS-based Experience Cloud solutions, click on the solution switcher icon

Note that AEM is not connected to our other solutions through the solution switcher. Thus, AEM is not illuminated in our SaaS-based solutions and our SaaS-based solutions are not illuminated in AEM.

During the lab, we will be accessing Target, Campaign and Assets. All other options can be ignored.

Accessing AEM

We have installed two different AEM environments on your lab machine: an author environment and a publish environment. The author environment is where we will author our content and configure our integrations. Our authored content and configurations will be published, activated, or replicated to our publish environment. These three terms are all synonymous. The publish environment in turn will serve our authored website.

At any time, you can access these environments in your web browser by using the provided bookmarks or directly at http://localhost:4502 for the author environment and http://localhost:4503 for the publish environment. When prompted to login to the author environment, you may use AEM’s default username and password: admin and admin.

Getting “Home” in AEM

Whenever you are in one of AEM’s consoles and would like to access the central menu, just click on the Adobe Experience Manager icon in the top left of your screen or accessing http://localhost:4502/aem/start.html

If you currently have an item selected in one of the AEM consoles, it is possible that you will not be able to see this icon. In these cases, you can click on the “X” icon in the top right of your screen to deselect all items and dismiss the contextual menu that runs across the top of the screen or hit the “Esc” Shortcut.

Changing your view in AEM consoles

AEM’s consoles provide several views of your content. In most of our exercises, we have shown how to complete the activity using list or column view. If your view does not match our instructions, you can change your view.

  1. In the current AEM console, you will see an icon in the top-right that matches your current view.

  2. At any time, you can click this icon to choose one of the other views that is available.

Using omnisearch in AEM

AEM provides a feature called omnisearch that is useful for navigating the system. In many steps throughout the lab, rather than clicking to navigate to a location, you can click on the magnifying glass in the top bar and type the location that you would like to navigate to. This may come in handy if you have gotten lost and are trying to find a screen or console. For example, rather than clicking on Tools > Cloud Services > Adobe Launch Configurations to navigate to the Launch configurations, you can click the magnifying glass, type Adobe Launch Configurations, and click on the link that is returned.

Lesson 1 – Sharing the Assets to Assets Core Service

Objective

  1. Create an application in Adobe I/O Adobe Developer gateway.

  2. Creating integration from AEM to share the Assets to Assets Core Service

  3. Share the Assets to Assets Core Service

Lesson Context

In a Multi-solution implementation, you want to re-use some assets that you have created in the AEM Assets in other solutions such as Adobe campaign and Adobe Target. In this lesson we will see how we can use the cloud service where we integrate the AEM Assets with the Adobe Experience Cloud and create some assets in AEM and Share those Assets to Assets Core Service

Exercise 1.1 – Creating an Application in the Adobe I/O Developer gateway

  1. Login to your lab machine with the following credentials (Numbered List)

    • Username: L726

    • Password: summit2019

  2. Access the Adobe Developer gateway interface by logging in at https://legacy-oauth.cloud.adobe.io

  3. Log in with the Adobe ID provided to you in the Lab, you would be landed on the screen as below and then Click on Add Application.

  1. On the New Application, give the inputs for Application Name, Description Organization and Scope.
  • Specify a name for the application L726-XX-Config, where you need to replace the XX with the Number assigned to you. For eg: if the number assigned to you is 4 then the configuration name would be L726-04-Config

  • Provide an optional description.

  • From the Organization list, select the organization for which you want to synchronize assets. Summit2019L726 should be your Organization.

  • From the Scope list, select dam-read, dam-sync, dam-write, and cc-share.

  • Click on Add. A message notifies that the application is created

  1. Do Not Close the Browser at this point as the public key has to be updated during exercise 1.2. The Application is created and in the screen the Application Id and Application Secret are displayed as below. Please note the Application Id and Application secret in a notepad as you would need them in future configurations.

Exercise 1.2 Configuring the Cloud Service - Adobe Experience Cloud

  1. Login to your lab machine with the following credentials (Numbered List)

    • Username: L726

    • Password: summit2019

  2. Start the Adobe Experience manager by double clicking the jar

  3. Open a browser Go to the URL http://localhost:4502/aem/start.html

  4. Use the following credentials

    • Username: admin

    • Password: admin

  5. AEM Home Screen is shown as below.

  1. Click on the tools as shown below

  1. Select Cloud Services and click on the first option Legacy Cloud Services

Tools > Cloud Services > Legacy Cloud Services

  1. Select the “Adobe Experience Cloud” Cloud Service As shown below and click on Configure now link

  1. Please configure the Title and Name “AssetShare” as below and click Create.

  1. Following Screen is displayed.

  • Provide the Tenant URL which is the Marketing Cloud URL (https://summit2019l726.experiencecloud.adobe.com/).

  • Client ID would be the Application Id created in Exercise 1.1 Step 5.

  • Select the Synchronization is option to Enabled

  • Click on OK

  • On the landing page click on “Display Public Key” and Copy the whole text as shown below.

  1. Go back to the browser left open in Step 5 of Exercise 1.1 and paste the text copied in the previous step in the “Public Key” Field and Save.

Exercise 1.3 Test the Synchronization

  1. Click the AEM logo on the user interface of your local AEM Assets instance and navigate to Tools > Deployment > Replication to locate the replication profiles created for synchronization.

  1. On the Replication page, click Agents on author.

  1. From the list of profiles, search for term “summit2019l726” on the page. When found click on the replication agent.

  2. In the dialog, click Test Connection.

  1. When the replication rest completes, check for a success message at the end of the test results.

Exercise 1.4 Sharing the Assets to Marketing Cloud.

  1. Open a browser Go to the URL http://localhost:4502/aem/start.html

  2. Use the following credentials if prompted for the credentials

    • Username: admin

    • Password: admin

  3. AEM Home Screen is shown as below.

  1. Click on the Assets Icon. Navigate to the folder Files.

  2. Click on Create and Select Folder in the Menu.

  3. Name the folder as XX-L726-Config. Where XX is the place holder and needs to be replaced by the number assigned to you. For eg: if the number assigned to you is 4 then name the Folder 04-L726-Config

  4. Navigate into the folder you have created and Click on Create and select Files.

  5. Select the two files from the location “/Users/Shared/Lab726/aemupload” when prompted for file chooser. Click on Upload, as shown in the screenshot.

  6. The Assets are uploaded in AEM.

  7. Navigate to the Assets Folder level as shown in the screenshot below.

  8. Select the Folder you have created. XX-L726-Config, where XX is the place holder for the number you have been assigned.

  9. Click Share when prompted for message Share this folder with “Adobe Marketing cloud”.

  10. You would be Prompted with a Message as following, Click on Share.

  11. Then you would be prompted with the Success message. Click Close.

  12. Login to the Experience cloud in a new tab/browser. https://summit2019l726.experiencecloud.adobe.com/

  13. Login with the ID provided to you at the lab, for logging into experience cloud.

  14. Click on the Solution Switcher and click on Assets under platform.

  15. In the Layout you would see a lot of Folders, navigate to the sub folder which reads, xx-l726-config where xx is a place holder for the number assigned to you. You can see the assets in the AEM folder you have created are now available in the Assets in the Experience Cloud.

Lesson 2 – Create, Manage Assets in Assets Core Service.

Objective

  1. Create Assets in Assets Core Services directly by uploading assets.

  2. Learn about the various options to Manage the Asset in the core service.

Lesson Context

Assets can be directly uploaded to the Assets core service and these assets can be used in the other marketing cloud Solutions. In this Lesson, we will see how you can create the Assets and how you can manage these assets with in the Assets Core Service.

Exercise 2.1 – Creating an Asset in Assets Core Service.

  1. If you have closed the browser from previous Lesson, execute steps 15, 16, 17 of the previous exercise.

  2. Click on Create on the top right-hand side. Select File “we-retail-instore-logo.png” from the folder “/Users/Shared/L726/assetsupload”.

  3. Upload dialog is popped up.

  4. Click on Upload

  5. An Asset is created in the “L726” folder.

Exercise 2.2 – Managing an Asset in Assets Core Service.

  1. Follow Steps 2 and 3 if you have closed the browser.

  2. Go to the Adobe Experience Cloud in a new browser. Login with the Adobe ID

  3. Click on the Solution Switcher and click on Assets under platform.

  4. Navigate to the Folder “xx-l726-config” where xx needs to be replaced by number assigned to you.

  5. Select the image “we-retail-instore-logo.png

  6. You can view the multiple menu options for Managing the Asset

  • Share

  • Download

  • Edit

  • Annotate

Lesson 3 – Create Email template in Adobe Campaign Standard, using assets from Assets Core Service.

Objective

  1. Create a profile in Adobe Campaign Standard.

  2. Creating an Email template using creative Designer and use the Assets Created/Shared in the previous exercises.

Lesson Context

Adobe Campaign Standard has the capability to Create Email Templates and Send Emails. While creating these templates you can use the Creative Designer capabilities and leverage the Assets from the Assets Core Services. In this lesson we will see how to create a template in ACS, use some of the Assets that were shared with Experience Cloud.

Exercise 3.1 Create a profile in Adobe Campaign

  1. Login to you experience cloud instance https://summit2019l726.experiencecloud.adobe.com/

  2. Click on the Solution Switcher and Click on Campaign.

  3. Login with your Adobe Id provided to you for Campaign

  4. Once Logged in you will be landed on the Home page of Campaign Standard as shown below

  5. Click on the Profiles link on the Page. You will be navigated to the Profiles page

  6. On the Profile Page Click on Create on the Top Righthand side of the page.

  7. Fill up the details, with your First Name, Last Name and Email. Please give Valid details, so that you can receive the email.

  8. Click on Create on the Top Right-hand side of the page.

  9. Your profile has been created in Adobe Campaign

  10. Click on “Home” on the Top Navigation.

Exercise 3.2 Creating an Email

  1. Follow Steps 1, 2 and 3 if you have closed the browser from the previous exercise (3.1).

  2. Open the Adobe Campaign URL and login with your Adobe Id provided to you.

  3. Once Logged in you will be landed on the Home page of Campaign Standard as shown below

  4. Click on the Create Email link on the home page.

  5. Select the “Send Via email(mail)” option and Click Next Button on the Top Right-Hand Side of the page.

  6. Name the Label with your name and leave the rest of the fields as is and click on Next on the top right-hand side of the page. Note Down the ID, for future reference.

  7. Leave the fields as it is and click on Next on the top right-hand side of the page.

  8. Select the Audience: Drag the profiles item on the left-hand side to the empty area on the right-hand side.

  9. Select the attribute Last Name in the “Field” dropdown.

  10. Select the Operator “Equal to” in the dropdown.

  11. In the Value Field, provide last name you provided when you created the profile.

  12. Un check Case Sensitive if you do not want the filtering condition to be case sensitive.

  13. Follow Steps 2 and 3 if you have closed the browser.

  14. Click Confirm and Click on Next on the top right-hand side of the page to land on the screen as shown below.

  15. Click on the “Try out the Creative Designer”.

  16. Click on “I Accept the terms and conditions” and Click on Accept.

  17. Click ok on any other Messages that pop up until you land on a screen as shown below.

  18. Drag the highlighted 1:1 Column Structure on the right-hand side of the page and collapse the Structure Component List to get a screen as below.

  19. Click on Content Components.

  20. Select the image Component and Drag it on to the Container on the Right-hand side.

  21. As shown in the above screenshot, once you click on the image component, you would be presented with options and click on the Icon that is highlighted. The Assets from the Marketing Cloud are fetched and displayed. The loading of images will take some time when you do the first time, please do not close the browser.

  22. Select the We.Retail Asset and click on the “Check “ Button on the top right hand side of the modal.

  1. On the right-hand side in the Component Settings Slide left the Pixel value to 15%

  2. In the Horizontal alignment select left align.

  3. Click on Save to save the changes.

  4. On the left-hand side Collapse Content Components and expand Structure Components

  5. Repeat steps 18 through 21

  6. Select the “Mountain Biking” Image. Do not apply any component settings and leave it as it is.

  7. On the left-hand side Collapse Content Components and expand Structure Components

  8. Repeat steps 18 and 19

  9. Drag the Text Component.

  10. In the text component Enter the text in the following format

Hi ,

We.Retail welcomes you to the Mountain Biking Club

Team We.Retail

  1. Then Click on “Save” to land on the template Page.

Click on Define Email Subject and Enter the Subject “Welcome to the Mountain Biking” and Click confirm on the top right-hand side

  1. Click on the Prepare button as shown below

  2. Once the Preparation is completed Click on the “Confirm Button”

  3. Email is sent when you get the Following message.

  4. Email can be seen in your inbox.

Lesson 4 – Create Activity in target, using assets from Assets Core Service.

Objective

  1. Reviewing the Scene7 Settings for Image Offers.

  2. Creating an Activity and using the Image offers (Images from Assets Core Service).

Lesson Context

Adobe target is a personalization and optimization solution. It can be used for A/B testing, Experience Targeting etc. In Adobe Target all the Assets shared in the Experience Cloud are available as Image offers. In this lesson we will see how you can create an activity and use the image offers in the Activity and how to make the Activity Live.

Exercise 4.1 – Configuring the Scene Seven Settings in Adobe Target

  1. Open the Experience Cloud URL in a new tab/browser https://summit2019l726.experiencecloud.adobe.com/

  2. Login with the ID provided for you in the lab.

  3. Once logged in, click on the solution Switcher and select Target under Marketing cloud to land on the screen as shown in the screenshot.

  4. Click on Launch on the Target card.

  5. Once the page loads, click on Set up on the top navigation

  6. Click Scene7 Setting on the Left navigation.

  7. Just Review the Scene7 Settings

  8. This Just a Review Exercise, no action needed.

  9. Click on Activities for Exercise 4.2

Exercise 4.2 – Creating Activity using the images from Assets core service

  1. If you have closed the browser Open the Experience Cloud URL and Click on the solution Switcher and select Target under Marketing cloud to land on the screen as shown below. And click on Launch. You will be landed on the “Activities” Page.

  2. Click on Create Activity As shown below

  3. Click on A/B Test

  4. Select Web (which is selected by default) and Chose the option Form.

  5. Choose Property as “No Property restrictions” and click on “Next”, you will land on the screen which looks as below screenshot.

  6. Click on the Top left portion of the page which says, “Untitled Activity” and rename it to “L726 -XX- Activity”. Where XX is a place holder to be replaced with the number Assigned to you.

  7. For Experience A, select the Location 1 from the dropdown, which is “target-global-mbox”.

  8. When clicked on “Audience Refinements” under “Location 1” a modal is shown loading all the audiences. Select “All Visitors”.

  9. For Experience A, select the Location 1 from the dropdown, which is “target-global-mbox”.

  10. When clicked on “Audience Refinements” under “Location 1” a modal is shown loading all the audiences. Select “All Visitors”.

  11. Under Content Section, Click on Default content and click on Change Image offer

  12. When a modal is loaded with images from Assets core service, Select the images from Assets Core Service.

    Select an image and Click on Save. The Experience A would look the following way

  13. On the Left Navigation Click on Add Experience

    Experience B would be created under Experience A.

  14. Click on Experience B and Set the “Location 1” as “target-global-mbox”.

    Click on “options” and then “Replace Refinements” and the Audience Modal is shown.

  15. Click on Default Content and select “Change Image Offer”

  16. Select a different image to the one you have chosen before. The Experience would look like the following.

  17. Click “Next” and Leave the “Targeting” page as is without changes and click on “Next” again.

  18. On the “Goal & Settings” Page, under “Report Settings” you would find the drop down “My Primary Goal”

  19. Select the Success Metric to “Conversion”.

  20. A new drop down is shown, then select the “Viewed an mbox”

  21. A new dropdown is shown, select “** any mbox **”.

  22. Then click “Save & Close”.

  23. Your activity is complete using Images from the Assets core service.

  24. Click on the inactive dropdown as shown below.

  25. The activity is Live Now.

Next Steps

In this lab, we provided an overview of how the Assets core service is used to share the assets across the Experience cloud, here are some more features you can explore as a follow up to this lab

  • Explore how you can Edit, Search, annotate the Assets.

  • Explore how you can create Activity using the Visual Experience Composer in target and use the assets from the core services in Adobe Target

  • Explore how you can leverage assets when creating email templates in Adobe Campaign using Rich Editor.

  • Explore the Assets tagging feature to smartly find and organize assets for the organization

Additional Resources

Integrating with AEM with Adobe Launch

https://helpx.adobe.com/experience-manager/using/aem_launch_adobeio_integration.html

Learn More about AEM integrations

https://helpx.adobe.com/experience-manager/6-4/sites/administering/using/integration.html

Learn more about Adobe Campaign Standard

https://helpx.adobe.com/campaign/standard/start/user-guide.html

Learn about Offers in target

https://marketing.adobe.com/resources/help/en_US/target/target/c_manage_content.html

Learn more about Core Services

https://marketing.adobe.com/resources/help/en_US/mcloud/

Appendix

AEM Integration with Adobe Experience Cloud

https://helpx.adobe.com/in/experience-manager/6-4/sites/administering/using/configure-assets-cc-integration.html

Adobe Campaign standard and Assets

https://docs.campaign.adobe.com/doc/standard/en/ITG_Assets_core_service_integration.html

Adobe Experience Cloud – Assets Core Service

https://marketing.adobe.com/resources/help/en_US/mcloud/experience-cloud-assets.html