RT 2.0 Triggers Setup - Complete Workflow

Orchestrates the complete RT triggers/journey setup: parent segment validation → use case discovery → data exploration → RT config → journey creation → activation deployment.

Prerequisites

• TD CLI installed: tdx
• Authenticated: tdx auth setup
• Parent segment created in Data Workbench
• Master API key with full permissions: export TD_API_KEY=your_key
• Webhook endpoint or integration configured (optional)

Workflow Overview

Complete workflow with checkpoints at each step.

Step 1-7: RT Infrastructure Configuration ✓ (SHARED with rt-setup-personalization)
Step 8: Create RT Journey ✓
Step 9: Create Activation ✓
Step 10: Configure Journey Stage & Entry Criteria ✓
Step 11: Wait for RT Infrastructure Ready ✓
Step 12: Launch Journey ✓
Step 13: Verify & Test ✓

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Steps 1-7: RT Infrastructure Configuration

SHARED STEPS - See steps/01-07-shared-rt-config.md which references:

• rt-setup-personalization/steps/01-02-validate-discovery.md
• rt-setup-personalization/steps/03-06-data-exploration.md
• rt-setup-personalization/steps/07-rt-config.md

Quick Summary

Step 1: Validate parent segment RT status

tdx ps rt list --json | jq '.[] | select(.id=="<ps_id>") | {id, name, rt_status: .status}'

Step 2: Use case discovery (Welcome Journey, Cart Abandonment, High-Value Purchase, etc.)

Steps 3-6: Data exploration (batch attributes, event tables, ID stitching, RT attributes)

Step 7: Configure RT infrastructure

# Configure event tables, key events, RT attributes, ID stitching
# Wait for RT status "ok"
while [ "$(tdx ps rt list --json | jq -r --arg ps '<ps_id>' '.[] | select(.id==$ps) | .status')" != "ok" ]; do
  sleep 10
done

Checkpoints:

• ✓ Parent segment validated
• ✓ Use case selected (journey trigger)
• ✓ Event tables configured
• ✓ RT attributes created
• ✓ ID stitching configured
• ✓ RT status is "ok"

---

Step 8: Create RT Journey

See steps/08-journey-creation.md for detailed implementation.

Quick Summary

Ask user about journey trigger use case:

• Welcome Journey (user signup → send email)
• Cart Abandonment (add to cart → reminder)
• High-Value Purchase (purchase > $500 → alert sales)

Create journey:

# Get folder
FOLDER_ID=$(curl -s "https://api-cdp.treasuredata.com/tree/audiences/<ps_id>/segment_folders?page%5Bsize%5D=100" \
  -H "Authorization: TD1 ${TD_API_KEY}" | jq -r '.data[0].id')

# Create journey in draft state
curl -X POST "https://api-cdp.treasuredata.com/entities/realtime_journeys" \
  -H "Authorization: TD1 ${TD_API_KEY}" \
  -H 'Content-Type: application/vnd.treasuredata.v1+json' \
  --data "{
    \"attributes\": {
      \"audienceId\": \"<ps_id>\",
      \"segmentFolderId\": \"$FOLDER_ID\",
      \"name\": \"<use_case>_journey\",
      \"reentryMode\": \"reentry_unless_goal_achieved\",
      \"realtimeJourneyStages\": [{\"name\": \"Stage 1\"}],
      \"state\": \"draft\"
    }
  }"

Checkpoint: Journey created in draft state.

---

Step 9: Create Activation

See steps/09-activation.md for detailed implementation.

Quick Summary

Ask user: "What activation should this journey trigger?" (Webhook, Salesforce, SendGrid, Braze)

Create authentication and activation:

# Create webhook connection
curl -X POST "https://api.treasuredata.com/v4/streaming_task_auths" \
  -H "Authorization: TD1 ${TD_API_KEY}" \
  --data "{\"auth_type\": \"td_webhook_out\", \"auth\": {\"url_prefix\": \"$WEBHOOK_URL\"}}"

# Create activation step
STEP_UUID=$(uuidgen | tr '[:upper:]' '[:lower:]')
curl -X POST "https://api-cdp.treasuredata.com/entities/realtime_journeys/$JOURNEY_ID/activations" \
  -H "Authorization: TD1 ${TD_API_KEY}" \
  --data "{
    \"attributes\": {
      \"stepUuid\": \"$STEP_UUID\",
      \"connectionId\": \"$CONNECTION_ID\",
      \"connectorType\": \"td_webhook_out\"
    }
  }"

Checkpoint: Activation created and linked to journey.

---

Step 10: Configure Journey Stage

See steps/10-journey-config.md for detailed implementation.

Quick Summary

Link activation to journey stage with entry criteria:

# Get trigger event ID
KEY_EVENT_ID=$(tdx api "/audiences/<ps_id>/realtime_key_events" --type cdp | \
  jq -r '.data[] | select(.name=="<trigger_event>") | .id')

# Configure stage
curl -X PATCH "https://api-cdp.treasuredata.com/entities/realtime_journeys/$JOURNEY_ID" \
  -H "Authorization: TD1 ${TD_API_KEY}" \
  --data "{
    \"attributes\": {
      \"realtimeJourneyStages\": [{
        \"id\": \"$STAGE_ID\",
        \"steps\": {
          \"$STEP_UUID\": {
            \"type\": \"TriggeredActivation\",
            \"journeyActivationStepId\": \"$ACTIVATION_ID\"
          }
        },
        \"entryCriteria\": {
          \"keyEventCriteria\": {
            \"keyEventId\": \"$KEY_EVENT_ID\",
            \"keyEventFilters\": {\"type\": \"And\", \"conditions\": []}
          }
        }
      }]
    }
  }"

Checkpoint: Journey stage configured with entry criteria.

---

Steps 11-13: Launch & Verify

See steps/11-13-launch-verify.md for detailed implementation.

Quick Summary

Step 11: Wait for RT infrastructure ready

while [ "$(tdx ps rt list --json | jq -r --arg ps '<ps_id>' '.[] | select(.id==$ps) | .status')" != "ok" ]; do
  sleep 10
done

Step 12: Launch journey

curl -X PATCH "https://api-cdp.treasuredata.com/entities/realtime_journeys/$JOURNEY_ID" \
  -H "Authorization: TD1 ${TD_API_KEY}" \
  --data '{"attributes": {"state": "launched"}}'

Step 13: Verify and test

# Verify journey launched
curl "https://api-cdp.treasuredata.com/entities/realtime_journeys/$JOURNEY_ID" \
  -H "Authorization: TD1 ${TD_API_KEY}" | jq '.data.attributes.state'
# Expected: "launched"

Console URL:

https://console-next.${REGION}.treasuredata.com/app/ps/<ps_id>/e/<journey_id>/rtj/da/je

Checkpoints:

• ✓ RT infrastructure ready
• ✓ Journey launched
• ✓ Activation verified
• ✓ Test event triggers activation

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Summary

This orchestrator ensures all checkpoints are met:

• Parent segment validated
• Use case discovered (journey trigger)
• RT infrastructure configured (events, attributes, stitching)
• Journey created with stages
• Activation configured (webhook/integration)
• Entry criteria set (trigger event)
• Journey launched and active

For RT Personalization instead, use the rt-setup-personalization skill which shares Steps 1-7.

Journey vs. Personalization Decision

Use RT Journeys when:

• Need to trigger external system (webhook, CRM, email)
• Event-driven activations
• One-way data push

Use RT Personalization when:

• Need to return data to app in real-time
• API-based data retrieval
• Two-way communication (request → response)

Can use both together:

• Journey: Cart abandonment → Send email
• Personalization: Return cart items in API