Month: November 2024

Sitecore Personalize recent Features & Roadmap

Neil KillenLeave a comment

Senior Product Manager Paul Trundle joined our Craft Circle meetup last week to discuss and answer questions about the recent product updates and future innovations in Sitecore Personalize. From notifications, entity migration and the their recent A/B/n testing feature in XM Cloud to a cutting-edge journey orchestration and conditions builder, the session offered a glimpse into how Sitecore are acting on feedback from marketers and developers to incorporate features that make it intuitive to craft smarter, more engaging personalized experiences. This post dives into those recent feature and explores some of the roadmap features Paul shared.

Enhanced Notifications

In June Sitecore Personalize included a new feature making it easier to stay updated on changes to your experiments and experiences with notifications. You can enable notifications for your own email address or add multiple recipients to keep your team informed. Once set up, recipients will receive alerts whenever an experiment or experience is started, completed, paused, or resumed. Each notification includes details about who made the change, what action was taken, and when it occurred—along with a direct link for quick access to the specific experiment or experience. To update the recipient list, head to the Notifications tile and remove any unwanted email addresses.

Copy To Tenant

The Copy to Tenant feature allows you to easily copy entities between tenants within the same region. With just a few clicks you can easily copy web templates, conditions, decision templates, JS modules, connections, offers, offer templates and your point of sale.

1.From the entity you want to copy simply choose Copy to tenant option:

2.Choose your destination (it must be within the same region):

3.Create an exact copy of an asset or rename the asset before you copy it to the destination tenant:

4.Personalize will also perform collision detection and warn you if there is an asset with the same name in the destination, preventing you from potentially overwriting an existing entity:

As you can see this makes it really easy to transfer your entities between your tenants.

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Unified Tracking with Sitecore CDP

Neil KillenLeave a comment

At Sitecore Symposium Derek Fahey, in his session Sitecore CDP: Unlock your data with Unified Tracking, shared how this new feature streamlines the collection and sharing of customer traits and events to enhance users experience across the Sitecore suite of products and eventually other external digital touchpoints.


I recently invited Derek to join our Sitecore Craft Circle at Valtech and share with our community this new feature and future roadmap features it enables.

Unified Tracking

Unified Tracking is Sitecore’s solution to reduce tag bloat and simplifies sharing of user event data across Sitecore products like CDP, Personalize, and Search. It allows developers to track user interactions (like page views and clicks) through a single integration using the Cloud SDK. By consolidating event tracking, Sitecore enables consistent data collection and distribution across its ecosystem, creating a streamlined experience for both users and developers.

The unified tracking id also known as the browser id in Sitecore CDP or Personalize will be common across the suite of Sitecore Products. Allowing you to easily track the users behavior across Sitecore products.

Currently available with several customers already taking advantage of it. If you are interested it taking it for a spin then you’ll have to get it activated for your tenant(s). This can be done via support ticket to Sitecore who will enable it. Sitecore are currently working on improving this process, in the future we should be able to activate/deactivate this ourselves within the Portal.

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