Examples of identity rules using personal data

Abstract

Provides examples of identity rules and IDENTITY events that use personal data in Sitecore CDP 2.0 data model (Sitecore CDP).

This topic includes examples of identity rules and IDENTITY events that use personal data to perform identity resolution.

As an alternative to using personal data, your organization can use unique identifiers to perform identity resolution. We recommend your organization uses this approach regardless of whether you pass Personally Identifiable Information (PII) to Sitecore CDP.

Only organizations still using Sitecore CDP 2.0 data model can use personal data to perform identity resolution.

You can view a tenant's identity rules in system settings.

We recommend that you familiarize yourself with identity resolution before you review the examples.

Your organization can configure an identity rule to require a single guest attribute to identify a guest as a customer. For example, a guest's email address.

The identity rule for this configuration looks similar to the following image:

Identity rule using one guest attribute

Using this same example, your organization can send an IDENTITY event that contains the following:

  • The email attribute with john.doe@gmail.com as the string value.

If the string value for the email attribute is the same as an existing guest profile, Sitecore CDP does the following:

  • Migrates the guest's browsing data to the guest's existing guest profile, while retiring the other guest profile.

If the string value for the email attribute is not the same as an existing guest profile, Sitecore CDP creates a new guest profile with visitor as the guest type.

The following IDENTITY event meets the required identity rule because it contains the required email attribute of john.doe@gmail.com.

{
    "channel": "WEB",
    "type": "IDENTITY",
    "language": "EN",
    "currency": "EUR",
    "page": "home page",
    "pos": "myretailsite.com",
    "browser_id": "56860bff-94ba-4d84-aa37-2b5a83d5411b",
    "email": "john.doe@gmail.com",
    "title": "Mr",
    "firstname": "John",
    "lastname": "Doe",
    "gender": "male",
    "dob": "1980-01-23T00:00",
    "mobile": "+3531234567",
    "phone": "+353123456",
    "street": ["Ashford House", "Tara Street", "Dublin 2"],
    "city": "Dublin",
    "country": "IE",
    "postal_code": "D2"
}

When Sitecore CDP receives the IDENTITY event, it evaluates the identity rule as follows:

  1. Sitecore CDP locates the email attribute and evaluates the id attribute for the identity rule, email. It searches the platform to find a guest profile with an identical string value, "john.doe@gmail.com" for the email attribute. If it finds the identical string value for the email attribute, it migrates the guest data including current session data to the guest profile with the customer guest type.

  2. The string value for the email attribute is retained in the guest profile, to use for identity resolution in the future, along with personalization. You can use debug mode to view the guest profile in JSON format.

    Sitecore CDP retires the guest profile with the visitor guest type.

    The following image displays a guest profile with the populated email attribute:

    Email attribute in the guest profile
  3. If Sitecore CDP does not find a guest with an identical string value, "johndoe@gmail.com", for the email attribute, it creates a guest profile with a visitor guest type.

    If a string value for the email attribute is not provided, Sitecore CDP creates a new guest profile with the visitor guest type.

Your organization can have identity rules that require several guest attributes to identify a guest as a customer. For example, the guest's first name, last name, and email address.

The identity rules for this configuration look similar to the following image:

Identity rules using multiple guest attributes

Using this same example, your organization must send an IDENTITY event that contains values for the email, firstname, and lastname attributes, for Sitecore CDP to identify a guest. The IDENTITY event in the following image meets the required identity rules because it contains string values for the email, firstname, and lastname attributes:

{
    "channel": "WEB",
    "type": "IDENTITY",
    "language": "EN",
    "currency": "EUR",
    "page": "home page",
    "pos": "myretailsite.com",
    "browser_id": "56860bff-94ba-4d84-aa37-2b5a83d5411b",
    "email": "john.doe@gmail.com",
    "title": "Mr",
    "firstname": "John",
    "lastname": "Doe",
    "gender": "male",
    "dob": "1980-01-23T00:00",
    "mobile": "+3531234567",
    "phone": "+353123456",
    "street": ["Ashford House", "Tara Street", "Dublin 2"],
    "city": "Dublin",
    "country": "IE",
    "postal_code": "D2"
}

When Sitecore CDP receives the IDENTITY event, it evaluates the identity rule as follows:

  1. Sitecore CDP searches the platform to find a guest profile with identical string values for all of the following attributes:

    • "firstname": "John"

    • "lastname": "Doe"

    • "email": "john.doe@gmail.com"

    If it finds identical string values for all attributes, it migrates the guest data including current session data to the guest profile with the customer guest type.

  2. The string values for the firstname, lastname, and email attributes are retained in the guest profile, to use for identity resolution in the future, along with personalization. You can use debug mode to view the guest profile in JSON format.

    Sitecore CDP retires the guest profile with the visitor guest type.

    The following image displays a guest profile with the populated email attribute:

    firstname, lastname, and email attributes in the guest profile
  3. If Sitecore CDP does not find a guest with identical string values for the email, firstname, and lastname attributes, it creates a guest profile with a visitor guest type.

    If the value for any one of the email, firstname, or lastname attributes is null, Sitecore CDP creates a new guest profile with the visitor guest type.