Sitecore Personalize and Sitecore CDP 101

Formerly Boxever, The Sitecore “Smart Hub CDP” offers two separate components… Sitecore Personalize and Sitecore Customer Data Platform. The combination of the two may have you saying goodbye to xConnect. API heavy, these are distinct tools within the overall CDP framework aimed at personalizing user journeys and segmenting powerful data insights to hone your customer interactions. It is truly a “Customer Data Platform”.

A great jumping off point can be found at: Sitecore Documentation – Personalize & CDP

Sitecore Personalize

Sitecore Personalize is the layer that focuses on personalizing the customer experience/user journey via testing, experimentation, and decisioning. According to Sitecore:

Sitecore Personalize activates your data across all customer touchpoints to create seamless and consistent customer experiences. You can use Sitecore Personalize to power web, interactive, and triggered experiments that provide real-time decisioning, experimentation, and performance analytics.

https://doc.sitecore.com/cdp/en/users/sitecore-personalize/introduction-to-sitecore-personalize.html

Sitecore Personalize does not require the full CDP to execute personalization. Of particular interest is the experimentation options including A/B testing. Key resources for Sitecore Personalization are as follows:

Introduction to web experiments in Sitecore Personalize: Introduction to web experiments in Sitecore Personalize

Introduction to triggered experiments in Sitecore Personalize: Introduction to triggered experiments in Sitecore Personalize

Introduction to interactive experiments in Sitecore Personalize: Introduction to interactive experiments in Sitecore Personalize

Running experiments in Sitecore Personalize: Running experiments in Sitecore Personalize

Experiment metrics and calculations in Sitecore Personalize: Experiment metrics and calculations in Sitecore Personalize

Managing experiments in Sitecore Personalize: Managing experiments in Sitecore Personalize

Introduction to templates: Introduction to templates (sitecore.com)

Connecting Sitecore Personalize to an external system: Connecting Sitecore Personalize to an external system

Using client-side JavaScript in Sitecore Personalize: Using client-side JavaScript in Sitecore Personalize

Using server-side JavaScript in Sitecore Personalize: Using server-side JavaScript in Sitecore Personalize

Sitecore CDP

Sitecore CDP is the layer focused to the data and segments used in personalization. These can be external third-party integrations. CDP goes a step forward by allowing you to capture clicks, unify customer profiles, and build scalable segments. According to Sitecore:

Sitecore CDP enables you to query and build custom segments at scale and speed using any attributes that your organization passes to Sitecore CDP. You can interrogate all your organization’s data using embedded analytics in the segment editor. Sitecore batch segmentation enables you to target specific guests for paid media and email campaigns.

https://doc.sitecore.com/cdp/en/users/sitecore-cdp/introduction-to-sitecore-cdp.html

API heavy, Sitecore CDP is focused to the collection and segmentation of data. With so many sources and external integrations, it’s imperative to bring this in as centrally manageable and consumable endpoints. This is achieved via 3 primary APIs of the stream, batch, and interactive APIs. With its ability to click count while maintaining GDPR compliance, you are able to get a refined user profile to maximize your personalization goals. Key Sitecore CDP resources are as follows:

Introduction to Sitecore CDP: Introduction to Sitecore CDP

Overview of Sitecore CDP Stream APIs: Overview of Sitecore CDP Stream APIs

Overview of Sitecore CDP REST APIs: Overview of Sitecore CDP REST APIs

Overview of Sitecore CDP Batch API: Overview of Sitecore CDP Batch API

Introduction to GDPR in Sitecore CDP: Introduction to GDPR in Sitecore CDP

Managing your account in Sitecore CDP: Managing your account in Sitecore CDP

Managing Sitecore CDP system settings: Managing Sitecore CDP system settings

Managing guests in Sitecore CDP: Managing guests in Sitecore CDP

Introduction to batch segmentation: Introduction to batch segmentation (sitecore.com)

Introduction to audience sync: Introduction to audience sync (sitecore.com)

Introduction to audience sync templates in Sitecore CDP: Introduction to audience sync templates in Sitecore CDP

Dashboards in Sitecore CDP: Dashboards in Sitecore CDP

Interrogating your organization’s data in Sitecore CDP: Interrogating your organization’s data in Sitecore CDP