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<!DOCTYPE html>
<html lang="en" class="spectrum spectrum--light spectrum--medium">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Customer Journey Analytics upgrade checklist</title>
<link rel="stylesheet" href="styles.css">
<link rel="icon" href="favicon.ico" type="image/x-icon">
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/tokens@15.2.0/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/page/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/button/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/treeview/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/typography/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/radio/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/contextualhelp/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/icon/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/checkbox/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/accordion/dist/index.css" />
<link rel="stylesheet" href="https://unpkg.com/@spectrum-css/textfield/dist/index.css" />
<link rel="stylesheet" href="https://code.jquery.com/ui/1.13.2/themes/base/jquery-ui.css">
<script src="https://code.jquery.com/jquery-3.6.0.min.js"></script>
<script src="https://code.jquery.com/ui/1.13.2/jquery-ui.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/js-yaml@4.1.0/dist/js-yaml.min.js"></script>
<script src="scripts.js"></script>
<script>
!function (n, o) {
o.forEach(function (o) {
n[o] || ((n.__alloyNS = n.__alloyNS ||
[]).push(o), n[o] = function () {
var u = arguments; return new Promise(
function (i, l) { n.setTimeout(function () { n[o].q.push([i, l, u]) }) })
}, n[o].q = [])
})
}
(window, ["alloy"]);
alloy("configure", {
datastreamId: "702a6cae-caa3-4fa2-8b87-1e3b7bce36bb",
orgId: "53A16ACB5CC1D3760A495C99@AdobeOrg",
context: ["web", "device", "environment", "placeContext", "highEntropyUserAgentHints"]
});
</script>
<script src="https://cdn1.adoberesources.net/alloy/2.24.0/alloy.min.js"></script>
</head>
<!-- Popover example format -->
<!--<span class="popover-icon" data-description="Example" data-link="https://experienceleague.adobe.com"></span><br>-->
<body class="spectrum-Body">
<div class="container">
<!-- Left Column: Questionnaire -->
<div class="left-column">
<div class="q-accordion">
<h2 class=" q-accordion-header">Customer Journey Analytics upgrade checklist</h3>
<div class=" q-accordion-content active">
<p>This questionnaire is designed to help your organization upgrade from Adobe Analytics to Customer Journey Analytics by outlining the complete process for implementation and migration.</p>
<p>In its default state, the checklist provides step-by-step guidance for the standard upgrade method recommended by Adobe. As you make selections, the steps dynamically adjust to your organization's unique circumstances.</p>
<p>Repeat this process for each property in your organization (website, mobile app, and so forth).</p>
<button id="begin-button" onclick="goToNextAccordion(this)">
<span>Begin questionnaire</span>
</button>
</div>
</div>
<div class="q-accordion">
<h3 class="q-accordion-header">Your Adobe Analytics implementation</h3>
<div class="q-accordion-content">
<p>How do you currently have Adobe Analytics implemented for a given property?</p>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-appmeasurement">
<span></span>
<label>AppMeasurement (Manual JS file)</label>
</div>
<span class="popover-icon" data-description="A JavaScript implementation that loads AppMeasurement.js on a page, and sends data to Adobe using the s object (for example, s.eVar1)." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-analytics-implementation"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-analytics-extension">
<span></span>
<label>Adobe Analytics extension (Tags)</label>
</div>
<span class="popover-icon" data-description="A tags implementation that loads Adobe Experience Platform Data Collection (formerly known as Launch). The tag has the Adobe Analytics extension installed." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-analytics-implementation"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-web-sdk-alloy">
<span></span>
<label>Web SDK (<code>alloy.js</code>)</label>
</div>
<span class="popover-icon" data-description="A JavaScript implementation that loads the Web SDK library (alloy.js) on a page, and sends data to Adobe using a JSON payload." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-analytics-implementation"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-web-sdk-extension">
<span></span>
<label>Web SDK extension (Tags)</label>
</div>
<span class="popover-icon" data-description="A tag implementation that loads Adobe Experience Platform Data Collection (formerly known as Launch). The tag has the Web SDK extension installed." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-analytics-implementation"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-api">
<span></span>
<label>API</label>
</div>
<span class="popover-icon" data-description="An implementation that uses the data insertion API or bulk data insertion API." data-link="https://developer.adobe.com/analytics-apis/docs/2.0/guides/endpoints/bulk-data-insertion/"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-mobile-sdk">
<span></span>
<label>Mobile SDK</label>
</div>
<span class="popover-icon" data-description="An implementation that uses the Adobe Experience Platform Mobile SDK." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-analytics-implementation"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-third-party-product">
<span></span>
<label>A non-Adobe Analytics product</label>
</div>
<span class="popover-icon" data-description="An implementation that collects data for a different Analytics product, such as Google Analytics. Selecting this option disables several options in the questionnaire that don't apply to this implementation type."></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-third-party-tags">
<span></span>
<label>AppMeasurement using a third-party tag management tool</label>
</div>
<span class="popover-icon" data-description="An implementation that collects data for Adobe Analytics, but you use a third-party tag management system."></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-type" id="imp-dunno">
<span></span>
<label>I don't know</label>
</div>
<span class="popover-icon" data-description="If you're not the person that manages your implementation, you can temporarily select this option for now."></span>
<hr>
<label class="spectrum-Checkbox">
<input type="checkbox" id="already-have-adc">
<span></span>
<span>Our implementation currently uses the Analytics source connector</span>
</label>
<span class="popover-icon" data-description="The Analytics source connector allows you to easily get value from Customer Journey Analytics, but requires that you pay for both Adobe Analytics and Customer Journey Analytics. This guide can help you move towards an independent Web SDK implementation." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-from-source-connector"></span><br><br>
<button onclick="goToNextAccordion(this)">
<span>Next</span>
</button>
</div>
</div>
<div class="q-accordion" id="aa-feature-accordion">
<h3 class=" q-accordion-header">Adobe Analytics features important to your organization</h3>
<div class=" q-accordion-content">
<p>Select the Adobe Analytics features that you want to continue using in Customer Journey Analytics:</p>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-historical-data">
<span></span>
<span>Historical data from Adobe Analytics</span>
</label>
<span class="popover-icon" data-description="Bring your historical Adobe Analytics report suite data into Adobe Experience Platform and Customer Journey Analytics." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-recommendations"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-component-migration">
<span></span>
<span>Components and projects from Adobe Analytics</span>
</label>
<span class="popover-icon" data-description="Components from Adobe Analytics include: Projects (with their associated freeform tables and visualizations), segments, and calculated metrics."></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-activity-map-overlay">
<span></span>
<span>Activity map overlay and link tracking</span>
</label>
<span class="popover-icon" data-description="A browser extension that allows you to see link tracking data as an overlay on your site." data-link="https://experienceleague.adobe.com/en/docs/analytics/analyze/activity-map/overview"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-classifications">
<span></span>
<span>Classification data</span>
</label>
<span class="popover-icon" data-description="Group or categorize data as separate dimensions." data-link="https://experienceleague.adobe.com/en/docs/analytics/components/classifications/c-classifications"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-marketing-channels">
<span></span>
<span>Marketing channels</span>
</label>
<span class="popover-icon" data-description="Create rules that categorize how customers arrive on your site." data-link="https://experienceleague.adobe.com/en/docs/analytics/components/marketing-channels/c-getting-started-mchannel"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-data-feeds">
<span></span>
<span>Data Feeds</span>
</label>
<span class="popover-icon" data-description="Export raw data from Adobe Analytics for use in external tools and processes." data-link="https://experienceleague.adobe.com/en/docs/analytics/export/analytics-data-feed/data-feed-overview"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-data-warehouse">
<span></span>
<span>Data Warehouse</span>
</label>
<span class="popover-icon" data-description="Export processed data from Adobe Analytics in spreadsheet format." data-link="https://experienceleague.adobe.com/en/docs/analytics/export/data-warehouse/data-warehouse"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-streaming-media">
<span></span>
<span>Streaming Media data</span>
</label>
<span class="popover-icon" data-description="An add-on to Adobe Analytics that specializes in data collection of media, such as audio, video, or streamed content." data-link="https://experienceleague.adobe.com/en/docs/media-analytics/using/media-overview"></span><br><br>
<button onclick="goToNextAccordion(this)">
<span>Next</span>
</button>
</div>
</div>
<div class="q-accordion">
<h3 class=" q-accordion-header">Customer Journey Analytics features that you want</h3>
<div class=" q-accordion-content">
<p>Select the features you want:</p>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-omnichannel">
<span></span>
<span>Tie web data with data from other sources, such as contact center data</span>
</label>
<span class="popover-icon" data-description="(Recommended) The ability to combine analytics data from other channels is the primary use case for Customer Journey Analytics." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/cja-overview/cja-overview"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-stitching">
<span></span>
<span>Stitch hits from other datasets using a custom dimension</span>
</label>
<span class="popover-icon" data-description="If any of your datasets don't share a primary identifier (such as an Experience Cloud ID), you can still stitch that data together using another dimension, such as login username or email address." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/stitching/overview"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-rtcdp">
<span></span>
<span>Integrate with Adobe Real-time CDP</span>
</label>
<span class="popover-icon" data-description="Combine profile data from multiple sources to generate audiences and segments based on user traits." data-link="https://experienceleague.adobe.com/en/docs/experience-platform/rtcdp/home"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-ajo">
<span></span>
<span>Integrate with Adobe Journey Optimizer</span>
</label>
<span class="popover-icon" data-description="Deliver connected, contextual, and personalized experiences to customers." data-link="https://experienceleague.adobe.com/en/docs/journey-optimizer/using/get-started/get-started"></span><br><br>
<button onclick="goToNextAccordion(this)">
<span>Next</span>
</button>
</div>
</div>
<div class="q-accordion">
<h3 class=" q-accordion-header">Your Customer Journey Analytics implementation</h3>
<div class=" q-accordion-content">
<p>Select how you plan to ultimately use Adobe Analytics and Customer Journey Analytics:</p>
<div class="spectrum-Radio">
<input type="radio" name="keep-aa-or-not" id="want-turn-off-aa">
<span></span>
<label>I intend to fully move to Customer Journey Analytics</label>
</div>
<span class="popover-icon" data-description="(Recommended) Customer Journey Analytics aims to be the primary Analytics tool for your organization. However, your organization might still require Adobe Analytics if it heavily relies on features exclusive to the tool and those workflows cannot be altered."></span><br>
<div class="spectrum-Radio">
<input type="radio" name="keep-aa-or-not" id="want-keep-aa">
<span></span>
<label>I intend to keep both Analytics products</label>
</div>
<span class="popover-icon" data-description="(Not recommended) If you select this option, your contract with Adobe includes both Adobe Analytics and Customer Journey Analytics, which can be more expensive for your organization over time."></span><br>
<hr>
<p>Select how you want to configure your Customer Journey Analytics schema:</p>
<div class="spectrum-Radio">
<input type="radio" name="schema-want" id="want-cja-schema">
<span></span>
<label>I want to use a schema tailored to my organization</label>
</div>
<span class="popover-icon" data-description="(Recommended) Customizing your schema allows your organization to track only what you need and avoid the overhead tied to messy and unneeded fields. This option includes field groups added by the Web SDK and field groups custom to your organization." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-schema-existing"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="schema-want" id="want-aa-schema">
<span></span>
<label>I want to use the default Adobe Analytics schema</label>
</div>
<span class="popover-icon" data-description="(Not recommended) The Adobe Analytics schema contains more than a thousand fields, which can lead to cluttered and complex schema. Your organization would be forced to continue adhering to the concept of props and eVars, which is a legacy concept not used in Customer Journey Analytics. Integrating with other Adobe Experience Platform services is more difficult." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-schema-existing"></span>
<hr>
<p>Select your preferred way of implementing Customer Journey Analytics:</p>
<div class="spectrum-Radio">
<input type="radio" name="implementation-want" id="imp-type-want-manual">
<span></span>
<label>Manual implementation (<code>alloy.js</code>)</label>
</div>
<span class="popover-icon" data-description="Include the Web SDK library (alloy.js) on each page your site." data-link="https://experienceleague.adobe.com/en/docs/experience-platform/web-sdk/install/library"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-want" id="imp-type-want-tags">
<span></span>
<label>Tags</label>
</div>
<span class="popover-icon" data-description="If you are not yet using Tags, install the tag loader on your site. If you are already using Tags, you can add the Web SDK extension to your tag property. This option includes implementations using tags within Adobe Experience Platform Data Collection and third-party tag management systems." data-link="https://experienceleague.adobe.com/en/docs/experience-platform/web-sdk/install/extension"></span><br>
<div class="spectrum-Radio">
<input type="radio" name="implementation-want" id="imp-type-want-api">
<span></span>
<label>API</label>
</div>
<span class="popover-icon" data-description="Use the data collection API to send data directly to a datastream. Both non-authenticated (client-to-server) and authenticated (server-to-server) types are supported." data-link="https://developer.adobe.com/data-collection-apis/docs/getting-started/"></span>
<div class="spectrum-Radio">
<input type="radio" name="implementation-want" id="imp-type-want-other">
<span></span>
<label>Third-party tag management tool</label>
</div>
<span class="popover-icon" data-description="Select this desired implementation type for an implementation that uses a third-party tag management tool outside of Adobe Experience Platform Data Collection."></span>
<hr>
<label class="spectrum-Checkbox">
<input type="checkbox" id="pressed-on-time">
<span></span>
<span>Migration timing is important, and I am willing to incur tech debt to hasten the process</span>
</label>
</div>
</div>
<div class="q-accordion hidden" id="shortcut-accordion">
<h3 class="q-accordion-header">Shortcuts you are willing to take</h3>
<div class="q-accordion-content active" id="shortcut-accordion-content">
<p>These optional steps allow you to make your transition to Customer Journey Analytics much easier, but they come at a cost of some technical debt.</p>
<p>Select the shortcuts that you want to take:</p>
<label class="spectrum-Checkbox">
<input type="checkbox" id="just-use-adc" disabled>
<span></span>
<span>Solely use the Analytics source connector</span>
</label>
<span class="popover-icon" data-description="(Not recommended) You cannot integrate with other Adobe Experience Platform services or move off of Adobe Analytics with the Analytics source connector. Tying data from other sources likely requires stitching. Meet all of these requirements in the questionnaire to select this option." data-link="https://experienceleague.adobe.com/en/docs/analytics-platform/using/compare-aa-cja/upgrade-to-cja/cja-upgrade-source-connector-exclusively"></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="shortcut-keep-appmeasurement">
<span></span>
<span>I want to use my AppMeasurement logic with the Web SDK</span>
</label>
<span class="popover-icon" data-description="Instead of sending data through an XDM object, send all your variables in AppMeasurement format through the data object. Saves implementation time by using your AppMeasurement logic, but introduces extra complexity over time by requiring all fields be mapped to XDM in the datastream. This shortcut is mutually exclusive to sending your entire data layer to a datastream, as they are different shortcuts achieving the same task."></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="shortcut-use-data-layer">
<span></span>
<span>I want to send my data layer to Adobe without additional configuration</span>
</label>
<span class="popover-icon" data-description="Sending your entire data layer to Adobe greatly simplifies the implementation, but requires that you map every data layer element at the datastream level. Any additions to your implementation requires modifications to datastream mapping. This shortcut is mutually exclusive to using AppMeasurement logic with the Web SDK, as they are different shortcuts achieving the same task."></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-a4t">
<span></span>
<span>Temporarily integrate with Adobe Target (A4T)</span>
</label>
<span class="popover-icon" data-description="Adobe recommends integrating with Adobe Journey Optimizer for personalization use cases. Integrating with Adobe Target is possible, but a temporary solution."></span><br>
<label class="spectrum-Checkbox">
<input type="checkbox" id="want-aam">
<span></span>
<span>Temporarily integrate with Adobe Audience Manager</span>
</label>
<span class="popover-icon" data-description="Adobe recommends integrating with Adobe Real-time CDP for audience-based use cases. Integrating with Audience Manager is possible, but a temporary solution."></span><br>
</div>
</div>
</div>
<!-- Right Column: Checklist -->
<div class="right-column">
<h2>Dynamically generated upgrade steps</h2>
<p>Complete the steps below to start using Customer Journey Analytics. As you make selections on the left, these steps dynamically adjust to accommodate your organization's unique circumstances.</p>
<div id="checklist-container"></div>
</div>
</div>
</body>
</html>