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Introduction to Sitecore CDP
Data availability
Managing your account
Managing system settings
Managing guests
Batch segmentation
Data browser
Audience export
Dashboards
Developer center
AI in CDP
Glossary
  • Sitecore CDP
  • Glossary

Glossary

This topic explains general concepts and terms used within Sitecore CDP.

Glossary

abandoned cart

Occurs when a guest adds items to their online shopping cart but leaves the site before completing the purchase.

audience export

A feature that lets you export audiences built from a segment for use outside of Sitecore CDP, such as in social media platforms or email marketing apps.

batch segmentation

A feature that enables you to query and build custom segments at scale using any attributes that your organization passes to Sitecore CDP, for targeting specific guests.

browser ID (BID)

A unique identifier associated with a guest's web browser, used in sessionization and for identifying guests in Sitecore CDP.

Code Assistant

An AI-powered tool in CDP that understands natural language prompts and responds with JavaScript code tailored to features like audience export, conditions, and session traits.

connection

A configuration in the Developer center that defines how to connect and authenticate to an external API or integration tool.

consumer

In the context of orders, a person who is listed as traveling or consuming a product or service.

contact

In the context of orders, the person who owns the order.

conversion

An action a guest takes, such as making a purchase, completing a form, viewing a page, or clicking a button.

conversion rate

The percentage of guests who complete a conversion on a site or an app, calculated as the number of conversions divided by the total number of guests.

cookie domain

The domain name (such as .myretailsite.com) specified in the Sitecore CDP settings for which Sitecore CDP cookies are set. Matches the domain in the guest's web browser address bar.

customer

A type of guest with sufficient identifying information, such as order details, a profile sign-up, or a newsletter opt-in.

data browser

A feature in Sitecore CDP that enables users to view their organization’s data, displaying fields and their values to see data availability, unique counts, data types, and value distributions.

data extension

Optional, additional information captured about guests or orders, such as loyalty program details or data from a CRM system.

data lake

The underlying storage repository where Sitecore CDP stores raw and processed customer data, accessible for detailed analytics and export.

debug mode

A feature in Sitecore CDP that, when enabled via a feature flag, allows users to view underlying data in table or JSON format on certain screens for troubleshooting and detailed inspection.

delta export

A type of audience export where the first export is a full dataset, and subsequent exports only contain data for guests who have been added to or removed from the segment since the previous run.

developer center

An area in Sitecore CDP designed for developers to extend its functionality by managing entities like conditions, connections, and API keys.

event

An instance of behavioral data, such as a page view, button click, or item added to a cart. Events help CDP users understand guest interactions.

event type

A classification for an event, such as VIEW, ADD, PURCHASE, or custom types defined by the organization. Event types indicate the nature of the guest interaction.

event viewer

A screen in Sitecore CDP that displays a table of events for a selected guest and details of each event, used for debugging purposes.

full export

A type of audience export that contains the entire audience defined by a segment at the time the export is run.

Gensights

An AI-powered dashboard that analyzes trends, user behavior, and performance metrics from Sitecore CDP dashboards and transforms complex data into clear, natural-language summaries and recommendations.

guest

Any person who interacts with your organization's brand, regardless of whether they are identified.

guest context service

A Sitecore CDP service that provides real-time guest data for use in programmable decisions and real-time audiences. See data limits in decisioning.

guest profile

A guest record in Sitecore CDP that contains relevant transactional and behavioral data collected across various digital touchpoints, with or without personally identifiable information (PII).

guest reference

A unique identifier assigned to a guest.

guest type

A classification based on the identity status of a guest interacting with your organization's brand. The three levels of identity are Customer, Traveller, and Visitor. Not all organizations use the Traveller guest type.

identity resolution

The process of matching a guest to an existing guest profile using personally identifiable information (PII) or custom identity rules.

identity rule

A configurable rule in Sitecore CDP that defines the criteria (such as a matching email address or CRM ID) used to identify and link guest data. Identity rules are used in identity resolution.

order

A collection of order items added to a shopping cart. See transactional data.

order item

A tangible item or a service with a price and unique attributes. When added to a shopping cart, the order item becomes part of an order. See transactional data.

personally identifiable information (PII)

Personal data containing enough information to identify a guest.

point of sale (POS)

A specific storefront where your organization sells products, such as a website for a particular country or brand.

profile traits

Out-of-the-box, calculated attributes that represent a customer's historical activity, such as average order value, total spend, or most purchased product.

segments

A group of guests with similar characteristics, such as demographics, user behaviors, or transactional history. Segments can be used to export audiences.

session

A group of events occurring on a specific channel (such as on the web or in a mobile app) over a defined period, representing a continuous interaction by a guest with a brand.

sessionization

The process of grouping individual events into sessions, based on attributes like channel, browser ID, and time. Sitecore CDP automatically performs sessionization.

session trait

A feature that uses JavaScript logic to retrieve or calculate specific attributes from a customer's web session, which are then stored in the guest profile for later use.

session type

A classification for a session, such as email, web, or mobile, indicating the channel through which the guest interaction occurred.

Sitecore Customer Data Platform (Sitecore CDP)

A customer data platform that enables organizations to collect, unify, segment, and activate customer data from various touchpoints to create personalized experiences.

traveller

A type of guest with minimal identifying information, derived from consumer details in an order. Not all organizations use the Traveller guest type.

visitor

A type of guest with insufficient information for partial or full identification.

webhook notification

An automated message sent from Sitecore CDP to an external API or integration tool when an audience export finishes running. Used to trigger further actions.

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