Personalize

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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Sitecore Personalize – Livin’ on the Edge

Neil KillenLeave a comment

With the explosion of data being collected and consumed by IoT applications and devices along with our insatiable desire for near real-time feedback, has led to a shift in how we handle computing. Performing all the computation at data centers and/or cloud servers is not the most efficient approach as this increase in data consumption requires significantly more bandwidth which only increases latency. Edge computing, allows computation of data to remain much closer to the user rather than going through several network hops, for a cloud server to process the data and return a response. With this computation of data happening closer to the source not only is Edge more performant it is also considered more secure.

Users who have a personalized online experience and feel a connection with your brand are more likely to make a purchase and become loyal customers. However, a poor implementation that adversely impacts performance will have the opposite effect and drive potential customers away.

The probability of bounce increases 32% as page load time goes from 1 second to 3 seconds.

https://www.thinkwithgoogle.com/marketing-strategies/app-and-mobile/page-load-time-statistics/

In this post, I will demonstrate how you can improve performance and user experience by moving personalization to the Edge with Nextjs Middleware and Sitecore Personalize using the Sitecore Commerce template created by Vercel. First I’ll show you how to personalize using visitors’ Geolocation to show summer or winter clothing collections.

Then we’ll personalize using guest information collected by Sitecore Personalize to display products from our men’s or women’s store.

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Sitecore Demo Portal

Neil Killen1 Comment

If you’ve been involved recently with Sitecore on any client pitches for OrderCloud or CDP & Personalize then you would have seen Sitecore Sales engineers demonstrate the power of these applications running on the demo portal using the PLAY Summit. It has been made available to all Sitecore MVPs this week and allows you to quickly and easily spin up an environment and instance to easily demonstrate Sitecore products. For Partners you need to be onboarded via the partner team, you can contact your partner manager to get access.

If you’ve ever been involved in pre-sales then you know how much effort can go into standing up a demo Sitecore Solution to provide your Sales and Marketing teams with something that can be shown to potential new or existing clients.

The goal of the Portal and what the Sitecore Demo team have continually been striving towards – to simplify the process of spinning up a working Sitecore solution, allowing you to quickly demonstrate the main features with each new Sitecore release. It has to be said they’ve had their work cut out recently with all the recent acquisitions and new Products being added to Sitecore. But it has to be said this most recent incarnation of their demo solution and portal is their best work yet! It demonstrates how to spin up a ComposableDXP with Sitecore with a few clicks and some simple configuration. The portal will do its thing and you can review the progress or go make yourself a cuppa coffee and wait until you receive an email indicating your demo instance is ready in around 10-15mins. Awesome!

Taking it for a spin

I was fortunate to get early access to take it for a spin. If you’ve not already accessed the demo portal you’ll want to head over and sign in with your Sitecore Partner account. Once signed in you’ll be presented with the portal home screen which will list any current demo instances you’ve created:

As you can see here I have several demo instances available one for each of the demo templates that are currently available.

To spin up and new demo instance Select the Get a Demo menu option or click Quick Demo for a faster wizard-like experience.

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A React Sitecore Personalize NPM module

Neil KillenLeave a comment

The React Sitecore Personalize npm module is a wrapper for Sitecore CDP/Personalize Direct Client Script allowing you to easily add the script to react-based apps. The goal of this project is to make it even easier for those developers who might be new to React or Next.js and are learning how to integrate Sitecore Personalize by providing a simple wrapper for the direct client script. Allowing you to easily add the script to your projects and send events to Sitecore Personalize to track user behavior with just a few lines of code. The project is available on GitHub so please use it to help you get up-to-speed quickly, and contribute to the project if you have any suggestions for improvement.

Installation

npm install react-sitecore-personalize

Or

yarn add react-sitecore-personalize

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Introduction to Sitecore CDP REST APIs and my Postman Collection

Neil KillenLeave a comment

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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Sitecore CDP Tips and Tricks

Neil KillenLeave a comment

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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