How do I set up the Recurly Engage and Adobe Integration?

The Recurly Engage Adobe integration suite is an add-on feature that enhances data flow and marketing orchestration between Recurly Engage and Adobe Experience Cloud products, including Adobe Experience Platform (AEP), Journey Optimizer (AJO), and Analytics.

Key Benefits of the Integration

• Unified data layer: Stream real-time prompt interaction events into Adobe’s Data Lake via AEP to create a unified view of customer behavior.
• Cross-product orchestration: Trigger in-app prompts and update user traits in Recurly Engage directly from Adobe Journey Optimizer.
• Enhanced analytics: Capture prompt metrics and analyze them with existing site analytics using the Adobe Experience Platform Web SDK.
• Streamlined onboarding: Import and use existing Adobe Audience segments without additional development work.

Prerequisites for Configuration

To configure this integration, you must have the following:

• Company or App Administrator permissions.
• Active Adobe Experience Platform, Journey Optimizer, or Analytics licenses.
• Schema and data stream configurations completed in AEP prior to ingestion.

Configuration Steps for Adobe Experience Platform (AEP)

The Recurly Engage AEP connector pushes prompt interaction events (e.g., impression, goal, decline, dismiss, timeout, custom_goal, and holdout) to an Adobe Data Stream in real time.

1. Identity Map: Create or reuse an Identity Map in AEP.
2. Schema: Enable the Profile toggle and add a Field Group to your schema with the required traits:
   • activity (String) — Event type (e.g., "impression")
   • app_id (String) — Recurly Engage instance ID
   • app_name (String) — Recurly Engage instance name
   • event_timestamp (DateTime) — When the event occurred
   • promo_id, promo_name — Prompt identifiers
   • variation_id, variation_name — Experiment variation identifiers
3. Data Stream & Dataset: Attach the schema to your Data Stream and create a Dataset from the same schema, ensuring the Profile toggle is enabled.
4. Recurly Engage Configuration: In Recurly Engage, navigate to Settings → Integrations → External → Adobe and enter your Identity Map Symbol, Event Type (e.g., xdm:eventType), Adobe Instance Name, and Data Stream ID.

Configuration Steps for Adobe Journey Optimizer (AJO)

Use AJO Custom HTTP Actions to call Recurly Engage endpoints directly from customer journeys to update user traits or trigger in-app prompts.

1. In AJO, navigate to Actions and create a new Custom HTTP Action.
2. Enter a name and description for the action.
3. Under Endpoint Configuration, set the HTTP Method to GET and enter your Recurly Engage API endpoint.
4. Configure Query Params using the properties[<keyName>]=<value> format.
5. Add the USER-ID HTTP header.
6. Test the action with your Customer Success Manager and then deploy it within your AJO journey.

Connecting Adobe Audience Segments

The Segment Importer allows you to sync segments from Adobe Audience Manager or AEP directly to Recurly Engage.

1. Sync your Adobe Audience segments to Recurly Engage via the Segment Importer.
2. The imported segments will appear as user traits on your customers' profiles within Recurly Engage.
3. Use these traits to build new Recurly Engage segments for targeted messaging.

Setting Up Adobe Analytics

To forward Recurly Engage prompt interaction events directly to Adobe Analytics, contact your Recurly Engage Customer Success Manager to enable Web SDK configuration for your account. They will assist in ensuring that events map correctly to your Adobe Analytics data streams.