This article describes how to set up your Target sandbox so that you can build and test your integration with Adobe Target. If you haven’t already been provisioned for a Target sandbox, check out this article for information on how to begin your integration in App Manager and request a sandbox.
The following steps will show you how to create a Target workspace and assign your Personal Adobe ID to it.
In the admin console
From the Adobe Admin Console overview page, click into the Target Product Configuration by clicking on Adobe Target card
Click New Profile in the upper right to start the creation of a new workspace.
On the Create New Profile screen, give your profile (workspace) any name you’d like. A workspace is a collection of Target properties, so for a large enterprise, a workspace might align to business unit names. Since this is your Adobe Exchange Account sandbox, you can name it whatever you’d like.
Click Done in the bottom right.
Click into the workspace you just created.
Add yourself as a user by clicking Add User in the upper right.
Change the choose the product role of the user drop-down to Approver.
In the next field, start typing your name and it should bring up your user. Click Save when done. At this point, your workspace should look something like this:
Click the Permissions tab. Note how you have a Web container and that 0 of n are included. This indicates how many web properties of the total number of web properties are assigned to this workspace (which will be zero at this point).
The steps up to this point will grant you access to the Target interface where you’ll be able to create properties that can be assigned to this workspace as well as activities within those properties.
In Adobe Target
Leave the Admin console and go back to the Experience Cloud home page
Access Target by clicking on Target in the solution switcher in the top nav (the solution switcher looks like a 3-by–3 keypad icon).
From the Adobe Target screen, click on Launch in the Target Card:
You should be taken to the Target landing page and the + Create Activity button in the upper right corner should be blue (not greyed out).
Troubleshooting tip: If your ‘+Create Activity’ button’ is greyed out, change the drop down just above the button to the workspace you created earlier. If the button still doesn’t turn blue, double check your Target settings in the Adobe Admin Console and ensure that you are listed as an approver in the Workspace you created. You can also try the standard log out and the log back in option.
Choose your default reporting report source by clicking on Setup in the top nav. The Preferences tab/page should be selected by default. If it is not, click Preferences
On the preferences screen, change the Experience Cloud solution used for reporting drop-down in the Results and Reporting area to Select per activity:
Click the Save button in the top right to save. You should receive a green success message at the top of the page.
Note: This setting allows you choose whether or not you want to always use A4T (‘Adobe Analytics’ option), Target’s native reporting (‘Adobe Target’ option), or to pick at the time of activity creation (‘Select per Activity’ option). Choosing per activity is usually the best option; however, it is your decision.
While still in the Setup tab, click on Properties in the left rail
Click the blue + Create Property button in the upper right
Leave the Channel radio button set to Web and give the property a very generic name that indicates it’s for a desktop website (something like Desktop Properties would work). This is really more of a placeholder so you can do proper validation later, but in a client scenario, a property would correspond to a specific website or set of designated digital properties with similar testing and conversion goals.
Click the Generate Code button. This will generate some code that you’d place on a website to match that digital property with the Target property. Check out this product documentation for information on how to implement the code.
Click the blue Save button and you should see you newly created web property:
With your property now created, you need to assign it to the workspace you created earlier. To start that process, click on the Assign to Workspaces link just above the properties list
Ideally, you’ll be taken to your Target permissions within the Adobe Admin Console. However, if your Adobe ID is part of multiple Experience Cloud orgs, then you may be accidentally taken to a different Admin Console. When you land on the Admin Console, ensure that you are in your sandbox admin console and, if necessary, click on your Target card.
Navigate to your Target permissions by clicking on the Permissions tab then click on the Web.
You should see your newly created web property in the left panel. Click the + next to it to move it to the right panel then click the blue Save button:
And that’s it! You should now be set up with a Target account and a working web property assigned to a new workspace.
Notes/Things you need to know about your Target Account:
- If you are unable to access Target, ensure that your user has access to the Target product from the Adobe Admin Console.
- These accounts are Target Premium accounts, but they do not have Recommendations or Automated Personalization enabled.