Introduction to Sitecore CDP REST APIs and my Postman Collection

In this post, I will introduce the Sitecore CDP REST APIs and the postman collection I created for working with the APIs. I’m a huge fan of postman it’s an essential developer tool when it comes to working with a REST API.

Sitecore CDP does not currently provide a standard document like OpenAPI (swagger) for describing the APIs, which can be used to generate a postman collection. Therefore I’ve started a collection based on the Sitecore documentation and examples they’ve provided. The Sitecore docs are an excellent resource for developers, to help you understand the various APIs and attributes. I highly recommend checking these out as they are constantly evolving since the acquisition of Boxever.

My postman collection is available on GitHub as a json file. You can import it into Postman and use it when working with your own Sitecore CDP sandbox. I hope you find it useful, please share any feedback.

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Standing up a Sitecore 10.2 Instance

Standing up an instance of Sitecore 10.2 on docker is pretty straightforward. The Sitecore team has done an excellent job of covering all the detailed steps required, which if you’ve never stood up an instance of Sitecore running on containers in your local instance is really useful. If that’s you then you should consider reading the developers install guide, otherwise, if you just want a quick guide, continue on.

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How to personalize your site with Sitecore CDP via Google Tag Manager

In a previous post, I’ve introduced Sitecore CDP with some tips and tricks to help you get started with this awesome platform. While there are a few different ways you can integrate Sitecore CDP with your site:

  • Direct client-side integration
  • Client-side integration via GTM (Google Tag Manager)
  • Server-side integration

I thought it would be helpful to demonstrate how to add CDP to the Next.js Commerce App via GTM. One of the benefits of this approach is it allows marketers to manage and deploy the CDP script to their site without having to modify the code. As the majority of sites already have GTM set up it should be relatively easy to add Sitecore CDP without getting the dev team involved. “Yey! we can do this ourselves, we don’t need any developers!” I hear you marketers holler!!

Now I’m not advocating you start adding scripts to your live site via GTM, as it does require some technical resources. Most marketing teams have analytic pros who understand the impact and risk of adding scripts and perform rigorous testing before publishing anything on a live site, to ensure there is no detrimental impact on performance or worse bring the entire site down. With great power comes great responsibility.

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Sitecore CDP Tips and Tricks

Having recently completed the Sitecore CDP Developer Deep Dive training I discovered a few tips and tricks and wanted to share some learnings as you start to explore the platform for yourself. I hope you find this useful and maybe even save you some time.

Sitecore CDP actually consists of two products: Sitecore CDP & Sitecore Personalize. Depending on the client’s requirements they can opt to have either product or both. This will determine which features your client will have access to within the CDP platform.

Sitecore CDP

Sitecore Personalize

Sitecore CDP & Sitecore Personalize combined

User Interface

Having taken the free online Boxever training offered by Sitecore I was expecting the UI to be similar. However, it has since been rebranded and is now more Sitecore-esque.

As you can see from above the interval is simple yet intuitive with the various features easily accessible from the main navigation pane on the left. Here is a quick overview of those features accessible from the navigation pane:

  • Customer Data Tab
    • Guests – provides access to a list of guests including current online guests, with the most recent appearing first. The list is searchable to help you locate guests easily and view their profile. Note to search by the unique browser if assoicated with a visit you need to enter bid: Enter the browser id retrived from your browser assigned by CDP.
    • Segments – allows you build custom unified Segments which blend real-time behaviors and historical customer data.
    • Subscriptions Lists – list guests who have agreed to receive offers.
  • Experiences
    • Web – enables you to add Experiences to your website and monitor performance.
    • Full Stack – API driven Triggered and Interactive Experiences.
    • Flows – show Offers across multiple channels with Flows.
  • Experiments
    • Web – run AB Tests on your website. An experiment is essentially an A/B test of two or more variants.
    • Full Stack – run AB tests on API driven Triggered and Interactive Experiences.
  • Decisioning
    • Decision Models – add a decision model to recommend offers dynamically based on your business rules.
    • Decision Engines – deliver highly personalised content and offers to customers through business rules.
    • Offers – create Offer content that can be presented to a Guest in multiple channels.
  • Library
    • Web Templates – create reusable Marketer-friendly Web Templates for use in Web Experiences.
    • Audience Templates – create reusable Real-Time Audience Templates for use in Experiences.
    • Decision Templates – create reusable Decision Templates for use in Decision Models.
    • Flow Templates – a Flow Template defines configuration which will be used in a Flow.
    • Offer Templates – create Templates are Offer content.
  • Connections – allow you to create and manage connections to third party systems. These can be used for sending email or ingesting data.

NOTE: Experiences vs Experiments – there were a few occasions during the training when these two were mixed up. Experiments is A/B testing while Experiences allow you to design and implement user interactions and capture user data.

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