Marketo API: Integration Guide
In the fast-paced world of marketing, automation is a key tool to efficiently manage personalized multi-channel programs and campaigns. Marketo is a powerful marketing automation platform that enables marketers to attract, segment, and nurture customers. In this comprehensive guide, we’ll delve into the core entities and their relationships within Marketo, providing you with a better understanding of this versatile tool. Let’s read about Marketo API.
What is Marketo API?
By Marketo API: Marketers and developers can speed up their campaigns, automate tedious tasks, and exchange data seamlessly between Marketo and third-party applications with the help of the Marketo API. Moreover, by enabling tailored experiences, data-driven insights, and focused engagement, it gives marketing a human touch. Businesses can build cohesive velocity e-mail marketing ecosystems and foster meaningful customer interactions by utilizing the Marketo API’s power.
Let’s talk about what our Nextrow experts can do for your business.
10 Marketo Core Entities and their Relationships
- Person (Leads)
In Marketo, leads are the foundation of any marketing automation effort. Leads are records of individuals who interact with your organization but have not yet become customers. They can be prospects, suspects, contacts, or any other non-sales person records. Leads have standard fields such as email, first name, and last name, and you can extend them with custom fields to capture additional information. Each lead is uniquely identified by the “id” field, and other unique keys must be enforced externally from the system. - Activities
Leads interact with your organization in various ways, such as visiting your website, attending events, or downloading content. These interactions are captured as activities in Marketo. Activities are associated with leads by their “leadId” and help marketers understand lead behavior, enabling them to send timely and relevant communications. - Programs & Campaigns
Programs are central to organizing marketing efforts in Marketo. They represent different types of marketing initiatives, such as an email blast. Lead progression is a key concept, and it records a lead’s actions related to a program, like email opens or link clicks.
Campaigns, on the other hand, serve specific purposes and goals within a program. They can involve activities like segmenting leads and sending targeted emails.
- Tags
Tags are used for grouping data in Marketo for reporting purposes. They enable you to categorize data and define how you want to report on your programs to measure their effectiveness and ROI. As a Marketo admin, you can create custom tags, such as “Region” or “Owner,” to analyze different aspects of your marketing efforts. - Lists
Lists in Marketo allow marketers to organize collections of leads. There are two types: static and smart lists. A static list is fixed, while a smart list is dynamic and based on specific characteristics, allowing it to grow as leads meet those criteria. - Opportunities & Companies
Opportunities represent potential sales deals and are associated with leads and organizations in Marketo. Organizations, sometimes referred to as accounts, are the companies to which leads belong. Properly associating leads with their organizations and opportunities is crucial for ROI attribution. - Assets
Assets in Marketo encompass landing pages, emails, forms, and images used within a program. They can be local to a specific program or global, accessible across any program. - Tokens
Tokens allow marketers to personalize messages with assets and add logic within flow actions. There are tokens for the overall system, programs, leads, and companies. They can be defined at the program or folder level as “My Tokens” within Marketo. - Custom Objects
Marketo custom objects create relationships between Marketo leads and custom object records. This one-to-many or many-to-many relationship extends the capabilities of Marketo and allows for more personalized marketing efforts. - Sales Persons
Sales Person records are used to manage lead relationships in Marketo when there is no native CRM integration enabled. They contain basic information about the salesperson and are used for filtering and tokens when a lead is owned by one.
Integration of Marketo API (Application Programming Interface)
1.
REST API
Marketo’s REST API provides remote access to many of the platform’s capabilities. You can perform a wide range of actions, from creating programs to importing bulk leads. However, it’s essential to be aware of daily quotas and rate limits to manage API usage effectively. To learn about the Marketo Integration Best Practices click here.
Marketo allows you to make 50,000 API calls per day, which means you can interact with the system up to 50,000 times in a day. However, there’s a limit on how fast you can make those calls. You can only make 100 calls every 20 seconds. Additionally, at any given moment, you can have a maximum of 10 API calls happening at the same time. If you need more API calls or faster access, you can talk to your account manager to increase your daily allowance.
2.
JavaScript API
The Marketo JavaScript API allows for client-side integration capabilities. Marketo’s Munchkin JavaScript tracking code is vital for lead generation from website visits. Additionally, Forms 2.0, Web Personalization, Predictive Content, and Social Marketing leverage JavaScript for enhanced functionality.
To use Marketo’s features, you need a Marketo account. Implementing it is easy: you add a special “embed code” to your website. This code is unique to your Marketo account. You can find it in the Marketo user interface and then paste it into your website. Once the code is in place, you can use additional functionalities by calling JavaScript functions that come with the code. This allows you to do more with Marketo and tailor it to your needs.
3.
Webhooks
Webhooks in Marketo facilitate communication with third-party web services, enabling the use of GET or POST HTTP verbs to push or retrieve data from specific URLs.
Tokens in webhooks are used to dynamically populate information when making outgoing requests. When you use webhooks, you can include custom headers along with the request, which are additional pieces of information sent to the recipient. You can use tokens in both the webhook fields and the custom headers to make the content more personalized.
Let’s talk about what our Nextrow experts can do for your business.
Here are some important tips to keep in mind when using webhooks:
- Call Webhook step is only valid in Trigger campaigns, where you can initiate a webhook call based on certain triggers.
- Updates via response mappings will only happen if the web service responds with a successful HTTP response code (2xx). Otherwise, there will be no updates to the record.
- Webhooks are useful for custom data enrichment, validation, or normalization from internal or external services.
- The execution time of a webhook depends on the response time of the service being used. This can sometimes result in delays in the campaign execution.
- Marketo will wait up to 30 seconds for a given service call before terminating the call if there is no response (a.k.a. timing out).
- Special characters in the URL field will be passed as written. For example, ‘&’ will be sent as ‘&’ and ‘%26’ will be sent as ‘%26’.
- If a character needs to be percent-encoded when received by the recipient server, it should be explicitly passed as the string representing that character.
4.
SOAP API
Implementing, consulting, and managing these Adobe services may seem like a mountain to climb. That’s where NextRow, a trusted Adobe Gold Partner, comes into play. Outsourcing these services to experts like NextRow ensures a seamless and efficient integration of these advanced features into your existing framework. The result? Enhanced user experiences, streamlined operations, and a solid ROI.
In conclusion, Adobe Dynamic Chat, with its revamped features, provides companies with the tools to redefine their conversational marketing strategies. When coupled with the expertise of NextRow, businesses can ensure they are making the most of what Adobe has to offer.
Looking to delve deeper into the world of Adobe Dynamic Chat Prime? Stay tuned for our next blog where we unpack the myriad reasons and benefits of upgrading.
How NextRow Digital will help you in achieving your results?
Nextrow isn’t like every other tech company; we’re the masters of Marketo API integration. We’ve been in the industry for years, and we use that experience to help businesses like yours deal with the nitty-gritty of technology.
We’ll give careful consideration to your individual requirements and the difficulties you’re up against. Our individualized services are developed to meet your specific needs in regard to Marketo. We’ll be your go-to partner for everything from building out API integrations to improving speed and safety.
We will work together to develop a strategy for maximizing the use of Marketo’s APIs, increasing your productivity, boosting your growth, and opening up previously unrealized opportunities.
Conclusion
With this comprehensive overview, you now have a solid understanding of Marketo’s key features and capabilities. As a marketing automation platform, Marketo empowers marketers to drive personalized, data-driven, and effective marketing campaigns, ultimately leading to better engagement and increased ROI. By leveraging its various integration points and APIs, marketers can customize and extend the platform to suit their specific needs and objectives.
You can book your meeting with NextRow’s Marketo experts to understand it effectively.
Visualize your Marketing Goals with Marketo Engagement Canvas
Attention, marketing mavens, and visionaries! What is Marketo Engagement Canvas? The Engagement Canvas is a visual tool that allows you to build and organize reusable campaigns. It’s completely backward compatible, so all existing campaigns can be viewed in this new structure with the click of a button. Canvases can be downloaded and shared.
Engagement Canvas, formerly known as “Journeys,” in Marketo Engage, will be generally available worldwide on August 1, 2023. Engagement Canvas brings the power of visualization to Marketo, allowing users to build out reusable campaigns aided by intuition.
Read about Why Migrating to Marketo is a Game-Changing Decision!
In this blog, we’ll explore the extraordinary features of Engagement Canvas and demonstrate how they can help you reach your marketing goals in ways you never thought possible. Trust in NextRow as your guide as we explore the uncharted waters of Engagement Canvas to help you reach new heights in your marketing efforts.
Advantages of Marketo Engagement Canvas for Marketers

- Enhanced Planning: The Engagement Canvas aids marketers in managing the flow of leads through their campaigns and provides easy validation into the lead journey and the relationships between interconnected campaigns.
- Streamlined Execution: Marketing teams can save time and effort by using Engagement Canvas to create and reuse campaigns, onboard new users, deal with error handling and troubleshooting.
- Improved Alignment: Enhanced Visibility into Complex Marketing Efforts and Enhanced Decision-Making Thanks to this Tool, Marketers are Better Able to Communicate with Stakeholders Using Clear Visuals.
- Accelerated Time to Value: Quickly onboard new users with the Engagement Canvas, reducing the learning curve and enabling them to contribute to campaigns faster.
- Use Cases: Engagement Canvas provides a number of valuable use cases, such as:
- Using visualization to manage and verify connected campaigns.
- Enhancing the handling and troubleshooting of errors to increase operational effectiveness.
- Increasing time to value by onboarding new users quickly.
- Enhancing coordination between important stakeholders using simple graphics revealing insights into complicated campaigns.
Let’s talk about what our Nextrow experts can do for your business.
Features of Marketo Engagement Canvas

1.
Streamlined Workflows and Amplified Efficiency
Suppose you worked in a marketing environment where complicated processes didn’t get in the way of getting things done. It’s not uncommon for marketers to work through complicated procedures that get in the way of smooth campaign execution.
The Engagement Canvas is a one-stop shop for streamlining operations and boosting output. Incorporating out-of-the-box visuals and simplifying workflows are now within the reach of any marketer.
The “Engagement Canvas” button provides detailed visualizations of your smart campaigns, offering valuable insights into your marketing initiatives.
2.
Mastering Error Handling and Troubleshooting
We’ve all felt the pain of marketing campaigns marred by mistakes. Finding and fixing them can be a hassle, delaying even the best-laid plans. The Marketo Engagement Canvas is revolutionary because of its visual approach to detecting and fixing errors.
The Engagement Canvas allows for easy journey-wide troubleshooting for marketing teams. You can pinpoint problems quickly and efficiently thanks to the system’s ability to graphically display the interdependencies between various campaigns.
3.
Intuitive Navigation: Easy Access to Essential Features in Engagement Canvas
Engagement Canvas’s user-friendly interface and straightforward navigation make it ideal for marketing teams. Create and manage targeted lists with ease to increase the effectiveness of your campaigns by reaching the right people.
You can easily optimize your campaign results by implementing automated workflows and personalized interactions. Simple interaction tracking and analysis allows you to fine-tune your strategies and increase customer buy-in.
Further, you can easily export and share crucial campaign data using Engagement Canvas. To improve alignment and make more well-informed decisions, it is important to collaborate with team members and stakeholders by sharing insights and reports.
4.
Campaign Settings
Effective campaign management is crucial to the achievement of marketing goals. Envision a single hub where you can easily manage settings for all your campaigns. Marketo’s Campaign Settings give you just that: a centralized location for managing your campaigns’ repeating and scheduling needs.
Effective campaign scheduling and recurring event setup gives marketers the freedom to make data-driven decisions. Using the data and insights available in real time, you can fine-tune your campaign using the Campaign Settings.
5.
Fostering Stakeholder Alignment and Enhancing Visibility
Alignment among stakeholders is the key to a successful marketing campaign. Imagine a world where all your stakeholders are on the same page, driving your marketing initiatives forward with well-informed decisions. You can do that with the help of Marketo’s Engagement Canvas.
Connecting teams and stakeholders through the sharing of visual data that sparks understanding and encourages data-driven decision-making is made possible with Marketo Engagement Canvas. The right partner’s knowledge of leading customers through this process guarantees smooth communication, increased transparency, and well-informed choices.
6.
Creative Potential for Impactful Campaigns
The secret ingredient in successful advertising campaigns is imagination. The Marketo Engagement Canvas provides the ideal background for any marketing team to sketch their plans. Engaging your audience effectively requires a fresh perspective, and Engagement Canvas’s dynamic and user-friendly interface encourages just that. To help you optimize visual elements, develop compelling stories, and spark innovation, let NextRow be your creative partner.
NextRow: Your Guide to Marketo Engagement Canvas Success

NextRow’s dedication extends far beyond merely introducing you to Marketo Engagement Canvas. We are committed to helping our clients get the most out of Engagement Canvas. To help you reach your full marketing potential, we offer personalized advice, ongoing support, and strategic planning services.
In order to help you get the most out of Engagement Canvas, our team of experts will work closely with you to determine your specific requirements and goals. If you work with NextRow, you’ll have a partner who cares deeply about your success and access to our unparalleled expertise. To take your marketing to new heights, let’s work together to maximize the potential of Marketo’s Engagement Canvas.
Conclusion

Marketo Engagement Canvas marks the beginning of a new chapter in marketing success. With its powerful features and NextRow’s expertise, marketers can elevate their strategies and achieve exceptional results. The ability to plan, execute, and align seamlessly within Engagement Canvas empowers marketers to deliver personalized experiences, nurture leads effectively, and drive revenue growth. The future of marketing automation is here, and it starts with Marketo Engagement Canvas and NextRow.
Book your session with our Marketo experts to know more!
Building Blocks and Use Cases for CJA (Customer Journey Analytics)
A crucial step in realizing the full potential of your analytics projects as the digital landscape changes is the switch from Adobe Analytics (AA) to Customer Journey Analytics (CJA). Enter a world where the Adobe Experience Platform creates the foundation for a revolutionary analysis workspace experience.
Learn the essential foundational elements CJA needs to revolutionize your perception of multi-channel analytics. CJA transforms how you decode customer journeys, from user-friendly data definitions to sophisticated data manipulation.
Join us on an exciting journey through data-driven insights with our blog, “Building Blocks and Use Cases for CJA (Customer Journey Analytics).”
Overview of CJA
CJA distinguishes itself from Adobe Analytics by combining the strength of Analysis Workspace and a new dataset with the Adobe Experience Platform as its foundation. Years’ worth of data can be broken down, filtered, queried, and visualized using this cutting-edge analytics capability, and the Experience Data Model’s (XDM) flexibility ensures uniform representation and organization.
Traditional analytics are broadened by CJA, which provides cross-channel capabilities across web, mobile, call centres, and CRM. Get ready to start a transformational journey as CJA unearths the mysteries buried in your data.
Building Blocks and Use Cases
- Combining data from call centers, POS systems, and online properties, you can view and analyze customer data in the context of their customer journey.
- Democratize data access and allow more employees to use data to drive decisions based on thorough analysis.
- Give data scientists and analysts the tools to conduct sophisticated analyses and uncover deep insights.
- Investigate data from the Adobe Experience Platform by using on-demand reporting to visualize and interact with datasets.
- We broaden the scope beyond web data by utilizing unique schemas and gaining control over data manipulation.
- To create comprehensive data views that completely understand the customer journey, combine datasets, and define connections.
Prerequisites
- Customer Journey Analytics add-on and an active Adobe Analytics Select, Prime, or Ultimate subscription are needed.
- Customer Journey Analytics must be provisioned for Adobe Experience Platform in order to be seamlessly integrated.
- Without Adobe Analytics, Customer Journey Analytics is also available as a standalone product.
- Consult your Adobe Account Team to confirm the Customer Journey Analytics add-on’s availability and contract type.
Terminology Updates
- In Customer Journey Analytics, segments are now referred to as ‘Filters.’
- To comply with industry standards, virtual report suites are referred to as “Data views.”
- For better communication, classifications have been renamed as “Lookup datasets.”
- In Customer Journey Analytics, customer attributes are now referred to as ‘Profile Datasets.’
- In the context of Customer Journey Analytics, hit containers are referred to as ‘Event’ containers.
- ‘Session’ containers have taken the place of visit containers.
- To improve clarity and consistency, visitor containers are now referred to as ‘Person’ containers.

Why Choose NextRow Digital for AA to CJA Migration Journey?
For a smooth and successful transition from Adobe Analytics (AA) to Customer Journey Analytics (CJA), NextRow Digital is your ideal partner. Here’s how we differ:
Extensive Experience: Our team has years of experience as an Adobe Gold Partner and is well-versed in the intricacies of migration, resulting in a seamless transition.
Proven Success: We guarantee a smooth migration process and foster business expansion with our tried-and-true methodologies and strategies.
Comprehensive Support: From assessment and roadmap development to implementation and beyond, NextRow Digital provides end-to-end support.
Industry Best Practices: Our migration strategy adheres to validated best practices, guaranteeing accuracy, dependability, and industry compliance.
CJA Positioning & Key Use Cases
Customers engage in many online and offline touchpoints during their purchasing experience, which has evolved into a complicated and non-linear process. Due to this, there is a growing demand for sophisticated analytics solutions that can capture and analyze data from numerous sources. And leading the charge is Adobe’s revolutionary Customer Journey Analytics (CJA).
Customer Journey Analytics (CJA) is a powerful tool that helps organizations enhance the customer experience. It enables anyone responsible for customer engagement to visualize the complete customer journey across various data channels in real-time. By understanding the customer’s journey, organizations can make informed decisions and influence the crucial moments that shape customer experiences.
So, prepare for a revolutionary change as NextRow Digital unravels the mysteries of the customer journey and utilizes the power of Customer Journey Analytics (CJA) to redefine the future of marketing.
Evolution of Journey Analytics

The journey of customer journey analytics has been marked by three distinct waves, each contributing to a deeper understanding of customer behavior:
- Standalone Web Analytics Platforms: Standalone web analytics platforms pioneered the initial generation of customer journey analysis, which observed and evaluated visitors’ activities on a company’s website.
- Integration into Cloud-Based Solutions: The second wave enabled firms to break down data silos and evaluate cross-channel consumer journeys by incorporating journey analytics into cloud-based systems like Adobe Experience Cloud.
- The Rise of Powerful Platform-Based Solutions: The current wave ushers in a new era of customer journey analytics characterized by powerful platform-based solutions. No longer limited to online channels, these solutions have boldly expanded into the realm of offline marketing and omnichannel journeys.
With the advent of first-party identifiers and device graphs, businesses now have the power to deliver accurate and personalized experiences to their customers. But it doesn’t stop there. These solutions have cracked the code of seamless data movement, allowing organizations to collaborate effortlessly and share valuable insights. And let’s not forget about the magic of AI and Machine Learning.
Customer Journey Analytics (CJA) by Adobe
Adobe’s Customer Journey Analytics (CJA) disrupts the analytics landscape by expanding into offline channels, offering a complete picture of the customer journey. Powered by the Adobe Experience Platform, it establishes open standards for marketing data, facilitating seamless integration across platforms.
While Adobe CJA takes the lead, alternatives like Oracle CX Cloud and SAS Customer Intelligence 360 bring their own strengths and unique features. Even amidst fierce competition, Adobe CJA shines as a powerful solution, unleashing the potential of offline channels. It empowers businesses with actionable insights and advanced analytics capabilities, enabling them to make informed decisions and drive meaningful customer experiences.
Journey Analytics Market Positioning
In the realm of analytics, two powerful forces emerge: Digital Intelligence (DI) and Enterprise Business Intelligence (BI).
DI thrives on automation-driven workflows, leveraging AI and machine learning to unlock actionable insights. It empowers businesses to uncover hidden patterns, track real-time trends, and understand customer behaviour at a granular level, enabling agile decision-making in the digital age.
On the contrary, BI takes a human-centered approach, emphasizing data analysts’ expertise. It combines vast information with human insights to drive strategic decision-making, providing a comprehensive platform for analyzing and visualizing data. This empowers organizations to gain deep operational and customer understanding.
NextRow: Unleashing the Power of Code and Content Complexity Analysis
By fusing automation-driven workflows with human ingenuity, organizations unlock a new level of analytics prowess, transforming data into valuable insights that drive success.
Key Use Cases for Journey Analytics
Let’s delve into the pivotal use cases that epitomize the transformative potential of journey analytics:
- Call Center Analytics: By seamlessly merging call center data with online interactions, telecom, and financial services industries gain profound insights into customer preferences, behaviors, and satisfaction levels. This invaluable intel paves the way for superior service delivery and propels customer-centric strategies.
- Click-to-Brick Analytics: Uniting the realms of physical and online experiences, retail and pharmaceutical sectors can revolutionize customer journeys. Scrutinizing the path from initial clicks to in-store purchases unveils untapped opportunities, optimizing touchpoints to elevate the overall customer experience.
- Augmented AI: Bestowing AI/ML capabilities upon citizen data analysts, telecom, media & entertainment, and high-tech industries unlock actionable insights from the vast ocean of customer data. Advanced analytics techniques fuel hyper-personalized experiences and foster a culture of data-driven decision-making.
- Journey Intelligence and Management: By centralizing insights gleaned from CRM systems and documents, pharmaceutical, high-tech, and media & entertainment sectors supercharge their email marketing and A/B testing prowess. This unlocks invaluable intelligence that heightens campaign effectiveness and nurtures customer relationships.
- Cross-Channel Attribution: Journey analytics proves its universal relevance by accurately tracking campaign conversions across all channels. Businesses gain the prowess to astutely select visitor identifiers, unravel the true impact of marketing endeavours, and masterfully optimize their omnichannel strategies.
In the quest for the ideal journey analytics solution, three vital factors command attention:
- Real-time Engagement Data Capture and Management: Embrace a solution that captures and manages data in real-time, empowering agile analysis and swift response to customer interactions.
- Seamless Customer Data Collection: Seek a solution that effortlessly aggregates data from multiple touchpoints and channels, offering a comprehensive view of the customer journey analytics.
- Advanced Profiling and Identity Capabilities: Opt for a solution with cutting-edge profiling and identity features, enabling meticulous customer profiling and comprehensive tracking across the entire journey.
Final Words
Harness the game-changing potential of Customer Journey Analytics (CJA) to propel your business forward. With CJA, dive deep into the multi-channel customer journey, extracting invaluable insights and paving the way for data-driven decision-making. Embrace the transformative capabilities of CJA, empowering your organization to confidently navigate the ever-evolving market landscape.
Let NextRow be your guiding light, unlocking the secrets to growth and elevating your customer experiences. Embrace the revolution of CJA and chart your path to success.
Step into the future of data-driven decision-making, where every move is fuelled by insights that drive success.
Engage with NextRow Digital
When selecting a journey analytics solution, prioritize reports and insights automation for streamlined analysis processes, customization, and interoperability to integrate with existing systems seamlessly. With NextRow Digital by your side, you can confidently navigate the journey analytics landscape and unlock the power of CJA for your organization’s success.
NextRow Digital’s seamless support for both IT teams and analysts can navigate the complexities of CJA implementation with ease. Their unrivalled expertise in implementing Adobe technologies will unlock the true power of CJA, propelling your business toward unprecedented growth.
Go-Live Phase: AEM as Cloud Service (AEMaaCS)
As the go-live phase of integrating AEM as a cloud service approaches, the stage is set, the spotlight is bright, and the digital transformation reaches its grand finale. The go-live phase marks the culmination of the implementation process for AEM as a cloud service. A smooth transfer from the current infrastructure to the cloud-based AEM environment is ensured during this crucial period, allowing businesses to fully realize the promise of their digital experiences.
In this blog, we will encompass the key aspects of AEM such as cloud service go-live and the invaluable assistance provided by the NextRow team in planning and strategizing the go-live cutover.
Go-Live Readiness Checklist: Essential Preparations for a Seamless Transition
It is essential to guarantee readiness on a number of fronts before starting the go-live phase. This entails determining the stability of the system, checking that all prerequisites have been satisfied, and certifying that all necessary preparations have been made. The basis for a smooth transition is laying a complete go-live readiness evaluation. Discover the key aspects to guarantee a successful live.
1.
Content Transfer: Unlocking Digital Assets and Importance of Seamless Data Migration

2.
Delta Transfer: Optimizing Performance and Importance of Efficient Incremental Updates

To keep the content up to date during the migration process, delta transfer plays a vital role. It involves transferring incremental changes made to the content since the initial transfer. By identifying and transferring only the modified or new content, delta transfer significantly reduces the overall transfer time and optimizes the migration process, ensuring efficient and timely updates.
3.
Code Triaging: Harmonizing the Codebase and Importance of Stability and Compatibility

During the go-live phase, it is essential to assess the codebase thoroughly and prioritize any necessary modifications or enhancements. Code triaging involves:
- Evaluating the existing code.
- Identifying potential issues or deprecated features.
- Streamlining the codebase to align with the new cloud-based AEM as a service environment.
This process ensures optimal performance, stability, and compatibility, paving the way for a robust and future-ready codebase.
4.
User Acceptance Testing (UAT): Perfecting the User Experience and Importance of User Satisfaction

UAT plays a pivotal role in the go-live phase, ensuring that the implemented features and functionalities meet user expectations. By conducting comprehensive UAT, organizations can gather valuable end-user feedback, identify usability issues, and make necessary adjustments. UAT allows us to fine-tune digital experiences and enhance user satisfaction, creating a delightful and user-centric environment.
5.
Performance Testing: Showcasing Excellence and Importance of Scalability and Responsiveness

Performance testing is a critical aspect of the go-live phase, aiming to assess the responsiveness, scalability, and stability of the AEM as a service environment under various workloads. By simulating real-world scenarios and stress testing the system, organizations can identify and address any performance bottlenecks, ensuring a seamless user experience even during peak usage periods.
In addition, performance testing highlights the system’s capabilities and ensures its ability to handle high-traffic loads, delivering exceptional performance and reliability.
NextRow: Your Maestro of the Go-Live Phase
In the complex and crucial go-live process, partnering with an experienced and reliable team can make all the difference. NextRow is at the forefront of enabling successful go-live cutover for organizations transitioning to AEM as a cloud service. With their deep expertise in AEM implementation, the NextRow team assists companies in planning and strategizing the go-live cutover, ensuring a seamless and efficient transition.
Their expertise helps organizations identify potential challenges, mitigate risks, and streamline the go-live process, ensuring minimal downtime and maximum business continuity.
Conclusion
As the countdown to go live begins, ensuring go-live readiness becomes paramount. From seamless content transfer and efficient delta updates to code triaging, UAT, and performance testing, each step contributes to a successful transition to AEM as a cloud service. By meticulously preparing and addressing these key aspects, organizations can elevate their digital experiences, enhance user satisfaction, and pave the way for future growth and success.
AEM as Cloud Service Post-go-live Optimization
Welcome to a realm where your digital aspirations take flight. In the vast landscape of AEM as a Cloud Service, the path to success doesn’t end with a go-live—it’s just the beginning. Get ready to embark on a thrilling expedition as we delve into the realm of post-go-live optimization. In this captivating blog, we unravel the secrets that will unlock the true potential of your AEM implementation.
From code refinement to access fortification, we’ll guide you toward a realm of unparalleled performance, innovation, and user experiences. Prepare to elevate your AEM game to extraordinary heights with NextRow Digital and turn your dreams into digital reality.
Post-Go-Live Optimization: Elevating Your AEM as a Cloud Service Transformation Process

So far, you’ve successfully taken your AEM cloud Service migration headway. From Migration readiness to planning and implementation, the journey has been a rollercoaster; however, to elevate performance, scalability, and innovation to unlock the full power of your platform, certain aspects should be considered during their post-go-live optimization process.
Code Cleanup: Paving the Path to Performance Excellence
Streamline your codebase by bidding adieu to redundancy, optimizing algorithms, and embracing industry best practices.
- Identify areas for improvement, retire outdated functionality, and improve the architecture as a whole.
- Eliminate redundant code, improve algorithms, and embrace industry best practices to streamline your codebase.
- Using methods like code restructuring, performance profiling, and caching systems, you may speed up load times, lessen complexity, and guarantee scalability.
- Improve the stability, maintainability, and extensibility of your code to provide a foundation for outstanding performance and seamless user interfaces.
Access Management: Enhancing Security and Collaboration
Safeguard your content management environment by prioritizing effective access management.
- Implement granular access controls, craft role-based permissions, and choreograph secure workflows for harmonious collaboration.
- Conduct a comprehensive audit to scrutinize user access rights, eliminate unnecessary privileges, and implement robust authentication mechanisms.
- Foster seamless collaboration with granular access controls, role-based permissions, and secure workflows.
- Regularly review and update access policies to ensure compliance and data integrity.
- Create a secure ecosystem that empowers content authors, editors, and administrators with appropriate access levels, balancing collaboration and stringent security measures for exceptional digital experiences.
Support and Expert Guidance: Post-Go-Live Optimization Success
In the post-go-live symphony, the orchestra of support plays a vital role. Dedicated support and expert guidance ensure a harmonious transition and resolve any hiccups along the way.
- Their virtuosos, experienced professionals, deliver timely assistance, wield efficient issue resolution, and serenade you with proactive recommendations to optimize your AEM as a Cloud Service environment.
- With your trusted partner, you can confidently compose innovative masterpieces and deliver exceptional digital experiences, knowing their seasoned ensemble stands by your side.
Log Management: Unveiling Actionable Insights
Unlock the power of proactive log management to gain valuable insights into system performance and issue resolution.
- Define log levels, implement robust frameworks, and leverage monitoring tools to capture vital information.
- Continuously monitor log files to identify errors, exceptions, and performance metrics.
- Analyze log data to optimize resource allocation, identify bottlenecks, and improve system efficiency.
- Harness log aggregation and analysis platforms for real-time monitoring and actionable insights, enabling proactive troubleshooting and driving continuous improvement for your AEM as a Cloud Service deployment.
Streamlining Post-Go-Live Deployment Cycles: Accelerating Innovation
Fuel innovation and maintain agility by streamlining deployment cycles in the post-go-live phase.
- Implement efficient CI/CD pipelines, automated testing frameworks, and release orchestration tools for a streamlined process.
- Automate build, testing, and deployment processes to reduce time-to-market for new features and enhancements.
- Ensure code stability and maintainable releases through version control, branching strategies, and continuous integration.
- Embrace infrastructure-as-code and containerization for seamless scalability and rapid environment provisioning.
- Streamlined deployment cycles enhance agility, mitigate risks, and empower your teams to rapidly innovate, delivering impactful updates and enhancements for exceptional digital experiences.
Partner with NextRow for Post Go-Live Optimization Success

As you navigate the complexities of post-go-live optimization, NextRow can be your trusted partner. Their experienced professionals guide code cleanup, access management, log management, and streamlining deployment cycles. With NextRow’s comprehensive support and expertise, you can confidently tackle the challenges of post-go-live activities.
By partnering with NextRow, you unlock the full potential of AEM as a Cloud Service, delivering exceptional digital experiences to your users. Together, you can optimize your platform, enhance performance, and ensure the long-term success of your AEM implementation.
Conclusion
As we conclude this journey of AEM as a Cloud Service post-go-live optimization, you are equipped with the required knowledge and tools to boost your digital experiences to new horizons. You can elevate performance, fortify security, and foster innovation by embracing these strategies. Take the reins of your AEM implementation, optimize it to perfection, and unleash its full potential.
Migration Planning and Setup: AEM as a Cloud Service (AEMaaCS)
While Adobe never fails to surprise its users, it recently launched its AEM cloud service. As a result, the road to digital transformation has been forever changed by its inception. Planning and setting up your migration to AEM as a cloud service is a critical step toward leveraging the full potential of Adobe’s powerful platform. This blog will delve into the essential aspects of migration planning and setup, focusing on content preparation, code refactoring, environment strategy, and the valuable assistance provided by the NextRow team.
Come experience a streamlined migration process, reduced complexity, and ensure a seamless transition to AEM as a Cloud Service.
Planning Content Preparation and Reducing Complexity
Although we discussed the importance of Migration readiness and the efficacy of tools like BPA and CAM, effective content planning and deployment are key to a successful migration. In such cases, The Content Transformer tool is your ally in simplifying this process, enabling you to transform and adapt your existing content to align with the cloud-native architecture of AEM.
By utilizing the Content Transformer, you can reduce complexity, ensure data integrity, and maintain a seamless user experience. Careful evaluation of your content’s structure, metadata, and relevance is essential to optimize its performance in the cloud environment. With meticulous planning and the assistance of the NextRow team, you can efficiently prepare your content for a smooth migration.
Creating a Code Refactoring Plan for Compatibility

Code refactoring plays a crucial role in the migration planning and setup phase alongside content preparation. To achieve compatibility with AEM as a cloud service, businesses must assess and update their existing code repository.
- By creating a comprehensive code refactoring plan, organizations can identify and address outdated code, eliminate deprecated functionalities, and optimize overall code performance.
- This procedure entails analyzing the present codebase in-depth, determining dependencies, and putting current coding standards into effect.
Businesses can increase the stability, scalability, and maintainability of their code repository by systematically rewriting it to conform to the high requirements that AEM establishes as a cloud service.
- Determine any out-of-date or ineffective code by analyzing the present codebase.
- Adopt contemporary coding standards and get rid of out-of-date features.
- To improve stability and scalability, optimize the performance of your code.
- As a cloud service standard, take care to address dependencies and make sure AEM is compatible.
Environment Strategy for a Smooth Migration
Moving to AEM as a cloud service requires a strong environment plan. To ensure a smooth transition, this strategy calls for careful design of the architecture, infrastructure, and deployment procedures.
Factors including scalability, redundancy, disaster recovery, and performance optimization must be given considerable thought.
- Organize the architecture and infrastructure to meet AEM’s needs for a cloud service.
- Determine the optimal cloud infrastructure provider and deployment models.
- Establish best practices for monitoring, management, and performance optimization.
- Finally, implement robust disaster recovery mechanisms to ensure business continuity.
By designing and implementing a well-thought-out environment strategy, businesses can minimize downtime, mitigate risks, and lay a solid foundation for a smooth migration experience.
Leveraging NextRow’s Expertise in Migration and Planning Setup

Navigating the intricacies of migration planning and execution can be challenging. The NextRow team offers invaluable support in planning and implementing changes and updates to your code and content. In addition, with our deep understanding of AEM and industry best practices, we can guide you in optimizing your migration approach.
Whether it’s planning code refactoring, strategizing content transformation, or aligning with the cloud-native environment, NextRow’s expertise ensures a seamless migration experience. By partnering with NextRow, you can leverage our knowledge, experience, and proven methodologies to successfully migrate to AEM as a Cloud Service.
Conclusion
Implementing AEM as cloud service (AEMaaCS)
A new era of enterprise digital experience management has begun with Adobe Experience Manager (AEM) as a cloud service. With its cloud-native architecture and advanced capabilities, AEM empowers businesses to easily deliver personalized and engaging content to their audience. However, as organizations embark on implementing AEM as a cloud service, careful planning and implementation become imperative.
This blog will walk through the crucial aspects of executing code refactoring and content transfer plans, leveraging Cloud Manager for seamless deployments, formulating a robust QA strategy and testing plans, and the invaluable role of NextRow Tools in reducing manual effort.
Code Refactoring and Content Transfer Execution
You’ve already familiarized yourself with the modifications made to AEM as a Cloud Service and determined whether your deployment is prepared to be migrated to the cloud through the preparation, planning, and set up in the earlier portions of the trip.
An essential part of the implementation phase is carrying out the plans for content transfer and code refactoring. By following a systematic approach, businesses can ensure the successful transition of their codebase and content to AEM as a cloud service.
- Identify compatibility issues and refactor code to align with AEM as a cloud service.
- Remove deprecated functionalities and optimize code performance.
- Execute content transfer plans with data integrity and minimal disruptions.
- Leverage NextRow Tools for automated code refactoring and content transfer.
Code Deployments through Cloud Manager

Before we begin, you should become acquainted with Cloud Manager, as it is the only mechanism for delivering code to AEM as a Cloud Service.
Cloud Manager enables enterprises to administer AEM on the cloud on their own. It contains a framework for continuous integration and continuous delivery (CI/CD), which allows IT teams and implementation partners to accelerate the delivery of customizations or upgrades without sacrificing performance or security.
In addition, it offers a single platform for managing and automating deployment workflows, resulting in consistent and efficient deployment processes.
- Automate build and deployment workflows using Cloud Manager to accelerate time-to-market and reduce errors.
- Integrate Cloud Manager with version control systems for seamless collaboration and concurrent feature development.
- Gain visibility into deployment status, logs, and metrics through Cloud Manager’s monitoring and troubleshooting capabilities.
- Ensure code integrity and governance with Cloud Manager’s agile development features.
Ensuring Quality and Performance through Testing and Security Review

In the journey of implementing AEM as a cloud service, quality assurance, user acceptance testing (UAT), and performance testing play pivotal roles in delivering a flawless digital experience. These testing practices guarantee that the implementation meets the highest standards of quality, functionality, and security.
- A well-defined QA strategy is essential to validate the implementation through rigorous functional, regression, and integration testing. This ensures that all features and functionalities are thoroughly tested and aligned with business requirements.
- User Acceptance Testing (UAT) takes center stage in validating the implemented features from the end-user perspective. By involving users and stakeholders, organizations can ensure that the solution meets their expectations and delivers the desired user experience.
- Performance testing evaluates system responsiveness, scalability, and stability under various loads. It helps identify bottlenecks, optimize system performance, and ensure a seamless experience for users even during peak usage periods.
- Additionally, conducting a comprehensive security review is vital to safeguard sensitive information and protect against potential threats. This includes verifying adherence to data protection regulations, implementing AEM secure coding practices, and addressing vulnerabilities to ensure a robust and secure digital ecosystem.
NextRow Tools for Implementing AEM Effortlessly
Unlocking the true potential of AEM as a Cloud Service requires efficient code and content update management. This is where NextRow Tools come into play, revolutionizing the implementation process. NextRow Tools are pivotal in reducing manual effort and enhancing efficiency during the change/update process. These tools automate tasks such as code analysis, content validation, and deployment validation, ensuring a streamlined and error-free implementation.
By leveraging NextRow Tools, businesses can accelerate their AEM as a cloud service implementation and maintain the highest level of security and compliance. In addition, with NextRow Tools, deployment workflows become a breeze, enabling swift and hassle-free code and content updates.
Conclusion
Implementing AEM as a Cloud Service marks a new age of digital transformation for businesses. As organizations embrace this cloud-native solution, they unlock unparalleled scalability, performance, and security.
The future is here, and with AEM as a Cloud Service, businesses can captivate their audience, streamline their operations, and stay ahead in the ever-evolving digital landscape. So, embrace the possibilities and embark on your AEM journey today.
AEM as Cloud Service Migration Readiness: Guide 2024
Adobe Experience Manager (AEM) as a cloud service has revolutionized the way enterprises manage their digital experiences. With its cloud-native architecture and advanced capabilities, AEM enables businesses to deliver personalized and engaging content to their audience. As companies embark on the migration journey to AEM as a Cloud Service, it is crucial to ensure readiness in terms of code and content.
In this blog, we will explore how best practice analyzer (BPA) and cloud acceleration manager (CAM) can help assess code and content reports and how NextRow’s expertise can assist in generating and analyzing code and content complexity.
Why Focus on Migration Readiness?

Here’s why migration readiness is crucial:
- Seamlessly Adapt to Changing Business Needs: AEM as a Cloud Service offers agility to swiftly meet evolving requirements. Its cloud-native architecture ensures seamless scalability, effortlessly handling increasing workloads.
- Unleash Advanced Capabilities: Access cutting-edge features and integrations to stay ahead of the competition. Deliver exceptional digital experiences that captivate your audience.
- Enhanced Security and Automatic Updates: Benefit from ongoing enhancements and automatic security updates. Your digital assets remain protected while you focus on growth.
Embrace migration readiness to propel your business forward, embracing adaptability, advanced capabilities, and enhanced security.
Assessing Code and Content Readiness with Best Practice Analyzer (BPA)
Before setting sail on your migration voyage, it is imperative to ensure that your codebase is in optimal condition. This is where the Best Practice Analyzer (BPA) comes into play—a reliable compass that guides you through the challenging waters of code quality.
With its meticulous attention to detail, the BPA meticulously inspects your code against industry best practices, identifying potential bottlenecks, vulnerabilities, and areas for improvement. By aligning your codebase with industry standards, the BPA lays the foundation for a smooth and efficient migration, setting the stage for your digital future.
But migration readiness encompasses more than just code. Your content, the lifeblood of your digital experiences, also requires meticulous evaluation. The BPA extends its reach to content analysis, scrutinizing its structure, metadata, and relevance.
By uncovering inconsistencies, outdated content, or duplication, the BPA ensures that your content is finely tuned and ready to shine in the realm of AEM as a Cloud Service. Seamlessly migrate your content, empowering your business with a seamless transition
Navigating Code and Content Reports with Cloud Acceleration Manager (CAM)
As you navigate your way toward migration readiness, having a reliable navigator by your side is essential. Introducing Cloud Acceleration Manager (CAM)—your digital compass in the vast expanse of AEM deployments. CAM provides a unified dashboard that offers real-time insights into the health, performance, and scalability of your AEM instances. With CAM, you can effortlessly navigate through code and content reports, unraveling the mysteries of your digital environment.
By monitoring key performance indicators (KPIs) such as response time, throughput, and error rates, CAM sheds light on potential bottlenecks, allowing you to optimize your environment before migration.
Prepare your ship for the exhilarating journey ahead, ensuring that your AEM as a Cloud Service operates at peak efficiency, delivering extraordinary digital experiences to your audience. With CAM as your trusted companion, you can confidently navigate the seas of migration, equipped with the knowledge to steer your business toward success.
NextRow: Unleashing the Power of Code and Content Complexity Analysis

Harnessing the power of the Best Practice Analyzer (BPA) and Cloud Acceleration Manager (CAM), NextRow elevates your migration readiness to new heights. Their meticulous analysis and in-depth understanding of AEM and industry best practices enable them to provide tailored recommendations that optimize your code and content. By partnering with NextRow, you unlock the potential to seamlessly transition to AEM as a Cloud Service.
As you navigate the challenging waters of migration, NextRow’s proficiency in addressing challenges and minimizing disruptions becomes a beacon of assurance. Trust their experienced crew to guide your ship toward digital excellence, propelling your business to greater success in the ever-evolving digital landscape. With NextRow by your side, embrace the journey with confidence and embark on a transformation that transcends boundaries.
Conclusion
In the ever-evolving world of digital innovation, Adobe never fails to astonish with its groundbreaking announcements. Like a rising star in the digital sky, AEM shines brightly within Adobe’s Experience Cloud, illuminating the path to extraordinary customer experiences. Embrace the winds of change and set sail with AEM as your compass, navigating the boundless seas of migration readiness.
Adobe Analytics to Customer Journey Analytics Migration Considerations
In this article, we’ll explore the reasons why businesses might consider making the switch from Adobe Analytics to Customer Journey Analytics and the key considerations that need to be considered to ensure a smooth migration.
Adobe’s Customer Journey Analytics & Its Positioning
Top Advantages of CJA over Adobe Analytics
- Analyzing Data from Any Channel: Customer Journey Analytics empowers you to analyze data from any channel, providing a comprehensive view of customer behavior across online and offline touchpoints. Unlike Adobe Analytics, CJA stitches data at a visitor level, creating separate data views that accurately represent your customers’ journey.
- User-Friendly Data Definitions: Say goodbye to complex variables like eVars and props! CJA simplifies data definitions by leveraging simple, standardized key-value pairs built on the Adobe Experience Platform. This eliminates complexity, facilitates data consistency across your organization, and allows for unlimited variables.
- Field-Based Stitching (Cross-Channel Analytics): CJA enables seamless integration of cross-channel data through field-based stitching using first-party IDs like customer ID and email ID. This unlocks person-based analysis, surpassing traditional web and visit-based approaches. Customize sessionization logic, define different session timeouts, and compare attribution across various session durations.
- Altering Historical Data: Customer Journey Analytics empowers data analysts to modify historical data using “Data Views.” With this powerful feature, you can change components, use strings as metrics, and correct or remove data retroactively without affecting the underlying dataset. This ensures accurate analysis and eliminates limitations imposed by data collection timing.
- Advanced-Data Manipulation: Designed with marketers in mind, CJA offers an intuitive interface and streamlined workflows that minimize the learning curve. Marketers can now extract advanced insights from web and cross-channel data without relying on IT teams or implementation changes. This marketing-centric approach enables agile decision-making and empowers businesses to derive valuable intelligence.
- Change Variable Persistence: CJA applies variable settings at report time, allowing for effortless adjustments within Analysis Workspace projects. Similar to visits logic, these retroactive settings facilitate easy comparison of different configurations. This streamlined approach simplifies data collection, eliminates redundant variables, and provides marketers with a comprehensive understanding of the data schema.
Customer Journey Analytics Migration Considerations
About NextRow
Insights from Adobe Summit 2023: Driving Experience-Led Growth
If you couldn’t make it to the Adobe Summit this year – or even if you did but couldn’t cover all the action – here are the NextRow Digital Adobe Summit team’s highlights from the event!
We just got back from the eventful Adobe Summit 2023 and can’t wait to put all that gained knowledge to work with. For the first time since 2019, Adobe Summit returned to Las Vegas in a hybrid in-person and virtual format – and what a standout event it was! Marketing representatives from major enterprises all over the world converged in Las Vegas to learn, be inspired, network with industry peers and have a full Adobe experience. NextRow Digital had the privilege of being a gold sponsor at the Digital Conference of the year.
With various insightful sessions and a line-up of luminary speakers, we were able to garner some useful insights that will help us accelerate creative development, streamline engagement channels and elevate digital experiences for our clients.
Let us do a quick recap of our Adobe Summit experiences and throw some light on the key takeaways from the event.
A Brief Summary of the Sponsored Session by NextRow
Healthcare Experiences with Approaches to First-Party Data
As a gold sponsor at the summit, we had the privilege to host an informative session on the new approaches in marketing, like first-party data, identities, and direct-to-consumer strategies in the healthcare industry. The speakers Joe George, Director Marketing Technology, Abbvie, Angela Tang, Sr Manager, Digital Analytics and Personalization Technologies, Abbvie, and Pradeep Subramanian, Architect, NextRow Inc, delved into the digital transformation (with focus on first party data) of Abbvie, an undisputed leader in the healthcare industry. They also assessed various first party data implementation strategies and the best practices and opportunities leveraging Martech stack.
The session also showcased some futuristic use cases and brought forth the possibilities these advanced marketing approaches can unlock and how they can help in crafting exceptional experiences for patients and healthcare professionals.
In case you missed the session, or if you want to revisit it, here’s the link to the recording.

NextRow’s New Solutions – IntegratedPDF and RADAR
Elevate your personalization efforts with IntegratedPDF solution
NextRow’s IntegratedPDF demystifies a major pain point for marketers that was not been addressed before – PDF documents on websites. The customer interactions and engagements on a PDF document remained a mystery and in effect, hampered the efficacy of the content within it. Marketers were unable to view the data of interaction and act upon it.
However, with NextRow’s IntegratedPDF solution, marketers can now capture analytics for interactions inside the PDF in real-time, such as the pages scrolled, keyword searched, or any annotations. The PDF will open along or within the website with powerful rendering capabilities including highlighting, comments, annotation, etc.
Learn more about the capabilities of NextRow’s IntegratedPDF, understand how it works, and explore the potential benefits it offers to marketers for lead scoring and personalization with marketing documents.
Monitor the health of your digital properties with AI-powered RADAR
NextRow’s project RADAR is a one-stop solution that keeps track of digital properties’ health by acting as a digital command center. RADAR will reduce the data quality loss and improve data quality across digital properties and empower marketers to make data-driven decisions. RADAR is built on powerful microservices and integrations with products like ObservePoint to provide 360-degree data and the health scores for digital properties. RADAR is powered by AI models and can be integrated with popular MarTech stacks.
To find out how RADAR can maximize your MarTech performance by keeping track of your digital properties, get in touch with our RADAR experts!
NextRow Digital at Adobe Summit 2023: An Inspiring Experience
The NextRow team had an action-packed time in Las Vegas at the Adobe Summit – with innovative discussions and conversations, and a very exciting session on Healthcare Experiences with Approaches to First-Party Data. For us, what happens in Vegas should not stay in Vegas and that is why, here is a snippet of our experience at the summit.
- Meeting and interacting with our customers, other industry experts, and marketing enthusiasts in our booth. Interesting conversations were initiated, and great insights were shared – thank you to every one of them.
- Connecting with partners and learning about their technologies and solutions; and finding out exciting new ways to collaborate and work together.
- Hosting an insightful session on advanced marketing techniques for professionals from the healthcare industry.
- Introducing our new tools and solutions built on Adobe Experience Cloud and Adobe Experience Platforms, that are aimed at streamlining and elevating digital marketing efforts.
- Adding an extra dose of excitement to our summit experience with a rewarding lucky dip for our visitors and registered attendees.
- Learning from a long list of amazing speakers at the event – Adobe Chairman and CEO Shantanu Narayen, AMD Chair and CEO Dr. Lisa Su, Eli Lilly Chair and CEO Dave Ricks, T-Mobile EVP and CDO Marcus East, Prudential Financial CMO Susan Somersille Johnson, screenwriter and director Aaron Sorkin, comedian and actress Tig Notaro, and NFL stars Peyton Manning and Damar Hamlin.

Major Announcements & Key Takeaways from the Summit
- At the Summit, Adobe debuted new Adobe Sensei GenAI services, including Firefly, a new family of creative generative AI models, first focused on the generation of images and text effects. “Generative AI is the next evolution of AI-driven creativity and productivity, transforming the conversation between creator and computer into something more natural, intuitive and powerful,” said David Wadhwani, president, digital media business, Adobe.
- Generative AI capabilities into Adobe’s clouds will provide businesses with unprecedented speed and productivity to power end-to-end marketing workflows. In Adobe Experience Cloud, customers will be able to move seamlessly between Sensei GenAI services and existing features, right within their workflows.
- The company also announced New Adobe Product Analytics and a reimagined content management solution enabling marketers to self-serve website and mobile app edits.
- To accelerate and democratize creative development at enterprise scale, Adobe unveiled Adobe Express for Enterprise, empowering organizations to rapidly create and iterate content, regardless of their creative skill level.
- Adobe also announced the world’s first comprehensive Content Supply Chain solution, made possible through Creative Cloud and Experience Cloud innovations that connect popular tools for planning, creating, reviewing and distributing creative collateral so teams can come together to meet growing content demands in less time.
- Adobe’s Next-Gen Composability (previously known as AEM franklin, or Project Franklin) was announced as an advanced feature available in AEM with cloud-native technology. Designed to accelerate content velocity, deliver high-impact experiences at a high performance, and greatly reduce time-to-market, Next-Gen Composability streamlines the process of publishing content to the web, removing burdensome CMS interfaces.
Wrapping Up
Adobe Summit 2023 went by in a flash and as always, Adobe brought amazing innovations to the forefront. As businesses across the world realize the potential of content in driving next-generation digital experiences, the new Adobe innovations are rightly aimed at optimizing content creation, delivery, and measurement. If you were at the summit, we hope that you had an amazing time and gathered some meaningful insights. However, if you were unable to attend in person, fret not. Adobe has made most sessions available on demand
For the NextRow team, the innovations we witnessed and the new learnings we gathered from the summit have paved a way to enhance the digital marketing services we cater to our clients and elevate their customer experiences. We will continue to learn and hone our offerings, continuing our commitment to offer state-of-the-art solutions to our customers. If you wish to know more about our latest offerings or just want an expert consultation regarding your digital transformation, reach out to us.
Looking forward to connecting with you all again at the summit next year!
How is AEP transforming CX in FinTech Industry?
Fintech is becoming the most demanding and fastest growing sector. It has a complex ecosystem with data security and privacy as the top priority. Customer data privacy regulations such as GDPR, CCPA, and PIPEDA are important, but they should have strict regulations across internal systems and processes as well. These demands cause major changes and disruptions in the BFSI ecosystem. Maintaining strong security and privacy measures along with providing a unified, real-time, and consistent customer experience is always a major challenge for the financial institutions.
These considerations, understanding the industry trends, and how to combat these challenges are always essential. In this blog, we will explore how AEP can help Fintech Industry can combat the major challenges and focus on the importance of data and personalization.
Financial Trends:
- Accelerated Digital Growth
- Multi-channel Mayhem
- Technology Updates
- Unified & Real-time experiences
- Emerging Competitors
Accelerated Digital Growth
The recent pandemic has significantly increased digital adoption and changes in customer behaviors. Customer requirements are now dynamic. They need their requirements fulfilled at the right place and time.
Multi-Channel Mayhem
Customers can interact with you through several challenges such as mobile apps, social media, chatbots, and others. It can create chaos in serving consistent and personalized customer experiences. Financial institutions have to ensure that they are providing their customers the same level of services, personalized recommendations, and information irrespective of what channel they prefer to connect.
Technology Updates
New technologies are introducing in the industry. Cloud-based and open technologies are a few examples that can be challenging for financial institutions to adopt. In addition to maintaining technologies standard, they must deal with the increased regulated requirements, higher cost of change, and processes.
Unified & Real-Time experiences
Customers want a unified experience, or a one-stop shop for all their needs. However, it remains a challenge for majority of the financial institutions to serve them exactly what they want whenever they want.
Emerging Competitors
Financial services are more competitive than ever before. Consumers have multiple options to choose from that becomes a challenge for companies to close the conversion at faster rate. To win the race, you should know your customers better and build a strategy to satisfy them with the best offer.

How to Combat These Challenges?
Financial institutions must make sure that they are considering these challenges to design a solution that boost their conversion rate and customer satisfaction rate. To combat these challenges, marketers should focus on these four pillars:
1.RELENTLESS CUSTOMER FOCUS
Customer focus becomes increasingly important for businesses in highly competitive ecosystem where customers have high number of options that ever before. Consumer data is lifeline of marketing and should be the prime focus of any marketer. Breaking down the data silos and positioning the customer data at the center is required to enhance digital experiences.
2.OMNICHANNEL EXECUTION
Proper execution of plans across channels is also critical. Knowing that data plays an important role in the future, designing datasets across channels (such as mobile, websites, apps, etc.) shield financial institutions from future enhancements.
3. IMPROVE TRUST MULTI-FOLD
Gaining customer trust is one of the important aspects to increase the conversion rate. Data breaches and privacy concerns lead to customer churn. So, data privacy and security cannot be ignored. It is important to hold customers‘ trust right from the first interaction to get information and empower marketers with data.
4.EMBRACE AI/ML WORKFLOW
Automation powered by AI/ML and cloud–based offerings integrated with your technological stacks will enhance your accuracy and efficiency. It can help you automate tedious and time-consuming tasks, enhance fraud detection, improve risk assessment, and provide personalized financial services to customers.
NextRow’s Solutions for Fintech powered by AEP
The major roadblocks for marketers that hinders customers journey in the current FinTech ecosystem are:
- No data driven next best offer
- High probability of abandonment (Manual multi-step form)
- Offline deflection hampers customer acquisition

To remove the impact of these roadblocks and enhance the customer experience, we have built an extensive financial services solution powered by AEP including integrations across AEC products such as – AEP RT-CDP, AEM, Adobe Analytics, Adobe Target, Tag Manager, Amazon Cloud Storage (First Party Data source), and MX Platform API (Second Party Data Source).

HOW MX PLATFORM API BRINGS VALUE TO THE PLATFORM
MX Platform API is an aggregation and ingests platform that provides consumer data through open APIs while maintaining a high degree of privacy and compliance in a consent–driven fashion. You can get a holistic view of customer data in a fragmented landscape thus improving customer personalization. AI-driven insights will support faster processing of meta-data into usable components addition to this, you can easily integrate your existing customer, internal credit core system, and any third-party data to get enhanced data.
ROLE OF AEP
Being a core component, it will take your customer experience management to a new level. It collects data in scalable and user-friendly fashion and stores it in the data lake. It commits data from multiple sources such as CRM, web behaviors, and second party data to build real-time customers profiles that can be easily shared across various platforms such as DSPs, email service providers, and personalization engines. The integrated AI/ML helps marketers to clean, addition insights, and enrich customer profiles.
THE RESULTS
As FinTech is a growing sector, marketers need to keep focusing on improving customer experiences and personalization. With our especially designed solution for Fintech, you can increase customer engagement, improve conversion rates, lower drop-off rates, and increase customer trust while maintaining a higher degree of privacy and compliance.
Want to know more about FinTech Solution powered by AEP? Set up a one-to-one meeting with our consultant.
To know more about our solution and AEP architecture, browse our webinar.