Overview of Sitecore CDP and Personalize

Sitecore has introduce the CDP & Personalize composable DXP products to meet the requirement of customer engagement for web application . Here I am going to briefly explain about this wonderful product which has lots of advance features. I would include some more technical deep dive in my subsequent post very soon, so keep watching this place and enjoy the CDP & personalize learning.

Introduction of CDP

• The CDP stands for “Customer Data Platform” is one of martech’s most powerful tools.
• Packaged software that creates a persistent, unified customer database that is accessible to other systems
• It is responsible for building customer experiences that truly resonate. By bringing together multiple data sets and creating a single customer view, the CDP shapes highly personalized digital interactions that are delivered to the right person, on the right device, at precisely the right time.
• CDP software requires very little support from IT departments, meaning marketing teams can plan and execute personalized marketing campaigns quickly and easily.
• 360-degree view of each customer by gathering data from multiple systems
• Data stored in the CDP is “accessible to other systems”

Need of CDP

• You need to connect data collected by your organization that is currently siloed and underutilized
• You need to get a 360-degree understanding of your customers and their customer journey
• Your organization wants to offer a more intuitive, personalized experience on your website and digital channels
• You need to reduce ad spend and create targeted, multichannel advertising campaigns
• You need to combine online and offline data
• Your organization wants to future-proof its data management processes in compliance with GDPR and CCPA
• You want to cross-sell and up-sell products

Sitecore CDP Key Features

• Data Collection
• Profile unification
• Segmentation
• Analytics

Sitecore CDP actually consists of two products:

• Sitecore CDP
• Sitecore Personalize.

Sitecore Personalize

Sitecore Personalize allows you to set up personalized experiences and experiments on your website or other channels, using data from live or previous interactions.

Sitecore Personalize Key Features

• Testing & Optimization (Experimentation)
• Targeting & Triggering (Experiences)
• Decisioning

Architecture of Sitecore CDP & Sitecore Personalize

Benefits of CDP & Personalize

• CDP: –
  • Customer data collection
  • Real-time data, real-time context
  • Intelligent data lakes
  • First-party data unlocked
  • Connect to activate

  • Real-time segmentation

• Personalize: –
  • Full-stack A/B testing optimization
  • Connected customer experiences
  • Customer and business data awareness
  • In-the-moment marketing

  • Lightning-fast performance

• Data compliance: Sitecore CDP can help your organization ensure that you support the following rights of the data subject:
  • Right to erasure, that is, the right to be forgotten.
  • Right to data portability.
  • Right to data rectification.
  • Right to restrict processing.

  • Rights in relation to automated decision making and profiling.

Experience Analytics Vs CDP

• Sitecore has introduce the Composable DXP product
• Sitecore has multiple products to address the Sitecore traditional DXP offerings in a composable architecture
  • CDP
  • Personalize
  • Content Hub
  • Discover,
  • OrdrCloud

  • Send… Etc

Below table explain the data engagement feature in Sitecore XP which can be achieved with composable DXP product in Sitecore XM :

CDP Integration

• Need to add CDP Javascript into head section of Web Application.
• Prerequisites:
  • client_key : API client key. you can get it from CDP portaltarget : API target endpoint specific to your data center regioncookie_domain : website domain namejavascriptLibraryVersion : latest Boxever JavaScript library versionpointOfSale : point of sale configured in system settings

  • web_flow_target: path for Amazon CloudFront CDN for Sitecore Personalize

I am adding a sample Script for reference which you can update with your settings and add this script in head section of your web application. we need to make sure this script loads on each and every page of the site.:-

<script type="text/javascript">
        // Define the Boxever queue
        var _boxeverq = _boxeverq || [];

       // Define the Boxever settings
        var _boxever_settings = {
            client_key: 'hdjtysxl66t9a3gjokdo18ao1d2z1234',
            target: 'https://api.boxever.com/v1.2',
            cookie_domain: 'example.com',
            javascriptLibraryVersion: 'v1.2',
            pointOfSale: 'ExamplePOS',
            web_flow_target: 'https://d35vb5cccm4xzp.cloudfront.net',
            web_flow_config: { async: false, defer: false }
        };
        // Import the Boxever library asynchronously
        (function () {
            var s = document.createElement('script'); s.type = 'text/javascript'; s.async = true;
            s.src = 'https://d1mj578wat5n4o.cloudfront.net/boxever-1.4.8.min.js';
            var x = document.getElementsByTagName('script')[0]; x.parentNode.insertBefore(s, x);
        })();
    </script>

CDP Dashboard: