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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