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Configure identity rules

Abstract

Describes how to configure the identity rules for your organization's tenant (Sitecore CDP).

This topic describes how to configure the identity rules for your organization's tenant. To do this, you must have an Enterprise Admin, Sitecore Support, or Sitecore Services role. You can do this after your organization's tenant is created and before you start sending events to Sitecore CDP. We recommend you familiarize yourself with identity resolution before reading this topic.

To configure your organization's identity rules:

  1. In the navigation pane, hover your mouse over the Sitecore CDP tenant name and click System Settings, Identity rules as shown in the following image.

    Identity rules menu item
  2. From the Identity Rules screen, click Add Rules.

    Warning

    If you want to add more than one identity rule, you must add them in the order you want them prioritized, starting with the identity rule with the highest priority. If you want to change the priority of the identity rules, you must delete the identity rules and add them again in order of priority.

  3. Complete the following fields on the Add Identity Rule screen:

    • Rule name - enter the name of the identity rule.

    • Identifier provider - enter the required provider attribute that Sitecore CDP uses to identify the guest. For example, CRM_ID. This must be the same name as the provider attribute in the IDENTITY event that your organization sends to Sitecore CDP. If it is not the same, Sitecore CDP can not successfully evaluate identity rules. To review examples, see Examples of identity rules using unique identifiers.

  4. Click Save. The new identity rule takes a few minutes to become effective. This means if you start sending IDENTITY events to Sitecore CDP immediately after adding a new rule, Sitecore CDP cannot identify the guest using the new rule until a few minutes have passed.

  5. To add additional identity rules, click Add Rules. You can enter up to five identity rules. Most organizations use one or two identity rules.

    In the following image, the organization uses two identity rules:

    • CRM number - with CRM_ID as the identifier.provider.

    • Loyalty number - with loyalty_ID as the identifier.provider.

    Multiple identity rules

Using this same example, your organization must send an IDENTITY event that contains a value for either the CRM_ID or loyalty_ID attributes, for Sitecore CDP to identify a guest. If Sitecore CDP does not find a match with the first listed identity rule, it evaluates the next, and so on.

If a guest profile is matched, Sitecore CDP assigns a guest type of customer. If no guest profiles are matched, Sitecore CDP assigns or retains a guest type of visitor.

The following IDENTITY event meets the required identity rules because it contains at least one of the required provider attributes, CRM_ID or loyalty_ID:

{
   "channel":"WEB",
   "type":"IDENTITY",
   "language":"EN",
   "currency":"EUR",
   "page":"home page",
   "pos":"myretailsite.com",
   "browser_id":"56860bff-94ba-4d84-aa37-2b5a83d5411b",
   "identifiers":[
      {
         "provider":"CRM_ID",
         "id":"123456"
      },
      {
         "provider":"loyalty_ID",
         "id":"xni8934y77"
      }
   ]
}