Examples of identity rules using unique identifiers

Abstract

Provides examples of identity rules and IDENTITY events that use unique identifiers to perform identity resolution (Sitecore CDP).

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

The examples in this topic are relevant to both the Sitecore CDP 2.0 data model and Sitecore CDP 2.1 data model. If you are unsure of the data model your organization uses, ask your Sitecore representative.

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

Organizations can use the identifiers array of JSON objects to identify guests in Sitecore CDP. An identifier is a unique string used to identify the guest, such as a unique ID from a Customer Relationship Management (CRM) system or loyalty program. Identifiers are not created by Sitecore CDP, they are created by your organization and sent to Sitecore CDP.

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

Your organization can configure a single identity rule that uses a unique identifier to identify a guest as a customer.

For example, your organization can use one identity rule, email address.

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

Single identity rule

Using this same example, your organization can send an IDENTITY event that contains the id attribute with an email address as the string value.

If the string value for the id attribute is the same as an existing guest profile, Sitecore CDP 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 id 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 the identifiers array of JSON objects contains a value for the "id" attribute.

{
   "channel":"WEB",
   "type":"IDENTITY",
   "language":"EN",
   "currency":"EUR",
   "page":"home page",
   "pos":"myretailsite.com",
   "browser_id":"56860bff-94ba-4d84-aa37-2b5a83d5411b",
   "identifiers":[
      {
         "provider":"email",
         "id":"john.doe@gmail.com"
      }
   ]
}

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

  1. Sitecore CDP locates the identifiers array of JSON objects and evaluates the value of the id attribute, "john.doe@gmail.com". It searches the platform to find a guest profile with an identical string value of "john.doe@gmail.com" for the id attribute. If it finds the identical string value in the identifiers array of JSON objects, it migrates the guest data including current session data to the guest profile with the customer guest type. Sitecore CDP adds the identifiers object to the guest profile, to use for identity resolution in the future. It retires the guest profile with the visitor guest type.

    You can use debug mode to view the guest profile in JSON format.

    The following image displays a guest profile with the populated identifiers object:

    Identifiers object in the guest profile
  2. If Sitecore CDP does not find a guest with an identical string value, "john.doe@gmail.com", for the id attribute, it creates a guest profile with a visitor guest type.

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

Your organization can configure multiple identity rules to use a unique identifier to identify a guest as a customer.

For example, your organization can use two identity rules: CRM_ID and loyalty_ID. You can configure Sitecore CDP to evaluate the identity rules using the equivalent of an OR operator, so that either identity rule can be used to identify a guest.

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

 

Using this same example, your organization must send an IDENTITY event that contains a string value for the id attribute, for either the CRM_ID or loyalty_ID attributes, for Sitecore CDP to identify a guest. The following IDENTITY event meets the required identity rules because it contains at least one of the required id attributes:

{
   "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"
      }
   ]
}

When Sitecore CDP receives the IDENTITY event, it evaluates the identity rules in the order they are listed on the Identity Rules screen, as follows:

  1. Sitecore CDP locates the identifiers array of JSON objects and evaluates the id attribute for the first identity rule, CRM number. It searches the platform to find a guest profile with an identical string value, "123456" for the id attribute. If it finds the identical string value in the identifiers array of JSON objects, it migrates the guest data including current session data to the guest profile with the customer guest type. It retires the guest profile with the visitor guest type.

  2. If Sitecore CDP does not find a guest with an identical string value for the id attribute for the first identity rule, CRM number, it evaluates the id attribute for the next identity rule, Loyalty number. The following occurs:

    • If Sitecore CDP does not find a guest with an identical string value, "xni8934y77", for the id attribute for the second identity rule, Loyalty number, it creates a guest profile with a visitor guest type.

    • If Sitecore CDP finds a guest with an identical string value, "xni8934y77", for the id attribute for the second identity rule, Loyalty number, it migrates the guest data including current session data to the existing guest profile with the customer guest type. It retires the guest profile with the visitor guest type.

    Sitecore CDP adds the identifiers object to the guest profile, to use for identity resolution in the future. You can use debug mode to view the guest profile in JSON format.

    The following image displays a guest profile with the populated identifiers object:

    Identifiers object in the guest profile

    If a string value for the id attribute is not provided for either the CRM_ID attribute or loyalty_ID attribute, Sitecore CDP creates a new guest profile with the visitor guest type.