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Journeys & Exchanges

Journeys & Exchanges are primary way of accessing Zero-Party Data and making use of Zero-Shared Data. They pull together everything that the DataSapien platform offers to orchestrate desired outcomes for customers and your organisation.

Journeys & Exchanges are what makes consented Zero-Party Data (ZPD) accessible to you. The Orchestrator features advanced wizards where you are able to design and deploy your Journeys and Exchanges.

Creating / Editing Journeys & Exchanges​

Journey and Exchange creation wizards share the following common sections:

  1. Basic information: In this section, you specify the title, description, and visuals about your Journey or Exchange that will presented to the user. You also specify the Tags.
  2. Target Audience: In this section, you select your target Audience and optionally add the maximum number of desired participants in that Audience.
  3. Rewards: In this section, you decide if this Journey or Exchange will grant Rewards to those who complete it and provide results. You select the type and amount of the reward.
  4. Overview and publication: In this section, you can do a final check on your Journey or Exchange and publish it.

You can save your progress as a draft if you wish to finish creating your Journey or Exchange later.

Audience Selection​

All Journeys & Exchanges must target an Audience (Everybody is an Audience provided out of box). You can select an existing Audience or create a new one. In addition to Audience, you are able to specify a maximum number of participants. You can either:

  • Select Open ended - in this case the Journey will be always available to the target Audience.
  • Select Limited and specify the maximum count - in this case Journey & Exchange will autocomplete when the desired number of participants is reached.
tip

For A/B Testing you can use A/B Testing - Group A and A/B Testing - Group B Audiences that are provided out of the box.

Tags​

You may add multiple Tags to your Journeys & Exchanges. These tags can be used by your mobile application to filter Journeys & Exchanges and "place" them in your host applications as you see fit.

For an instance, you may add a home tag to some of your Journeys & Exchanges and your application can query those to display them in your home screen among. Similarly you can have special tag in your Journeys & Exchanges and you could bind those to your application's top banner.

tip

Use Tags to classify Journeys & Exchanges within your host mobile app.

Journey Designer​

In addition to common sections; Journey Designer allows you to design the flow of your Journey step by step.

Journeys

Journeys on Orchestrator

Flow Designer​

You can drag and drop steps to create the flow. Step types are:

  • MeData Step: Allows access to select list of MeData in the Journey. This will trigger MeData collectiond and native OS permission dialogs if needed.
  • Screen Step: Allows designing your screens to collect input from user or inform user.
  • Script Step: Allows authoring and deploying custom logic securely. Whole DataSapien Mobile SDK services (including AI Service) are available to scripts.

Journey Flow Designer

Journey Flow Designer

MeData Selection Editor​

Documentation pending.

Journey MeData Selection

Journey MeData Selection Editor

Screen Designer​

The Screen Designer enables you to create screens using common UI elements. You can use the Journey scoped variables in these screens both as input and output:

  1. You can use collected MeData value in a previous step as Journey variable in a rich text component on screen (input).
  2. Bind of a text input field to a Journey variable so that it will be available to following steps (output).

Journey Screen Designer

Journey Screen Designer

info

Screen Designer allows styling designed screens so that they match your app's design system completely. You can style:

  • Font
  • Colors for background, text
  • Border size, padding and margin values
  • Border radius

Script Editor​

Script Editor lets you author scripts in JavaScript. You can make use of:

  • Journey variables introduced into Journey context such as MeData values or inputs from screens
  • DataSapien Mobile SDK services, eg
    • MeDataService to read collected values for a MeData Definition, save a new value for a MeData Definition
    • IntelligenceService to invoke provisioned ML / AI Models
  • A subset of standard JavaScript APIs including fetch to consume external APIs

The Script Editor provides smart code completion eg to access variables from previous Journey steps or functions provided by the Mobile SDK Services.

Script Editor

Script Editor

Conditional Flow​

The Flow Designer allows you execute logic to choose between the next steps to be executed. In this way you are able to alter the execution of the Journey based on user input after a Screen Step or a calculated value in a Script Step.

A conditional flow, coupled with ability of building and deploying screens and having custom logic, allows extending your application to engage with your customers using virtually endless use-cases.

Exchange Designer​

In addition to common sections; Exchange Designer allows you to design Survey part of your exchange.

Exchanges

Exchanges on Orchestrator

Survey Designer​

The Survey Designer is a drag & drop Survey builder with various question types. Question types are:

  • Single / Multiple choice: makes the user select one or more predefines choices
  • Text: allows the user to type a single or multiline text input
  • Numeric: allows the user to input a numeric value
  • Boolean: allows the user to select between two choices, you can customise the labels of your choices
  • Date: allows the user to pick a date and or time
  • Media Upload: requests that the user uploads media like an image or video

Exchanges

Exchange Survey Editor on Orchestrator