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  • Managing guests in Sitecore CDP
  • Search for a guest in Sitecore CDP

Search for a guest in Sitecore CDP

The Sitecore CDP Guests page lets you view your list of guests and search it for specific guests: you can sort the entire list or your search results by name or the date of their last visit to your site, and filter the list by guest type. The search feature also helps you identify specific guests and view their profiles to access their behavioral and transactional data.

Search for a guest

To search for a guest:

  1. On the navigation menu, click Guests.

    The Guests page lists currently online guests and most recent guests.
  2. On the Guests page, in the search drop-down list, select the type of guest identifier you want to search by:

    • Guest Reference - search by the guest’s unique reference number. You can retrieve this from the JSON data when viewing the guest profile using debug mode.

    • Browser ID - search by the guest's unique browser ID. You can retrieve the browser ID by using the Cloud SDK getBrowserId function, the Engage SDK getBrowserId function, or a direct HTTP GET request.

    • Email - search by the guest's full email address.

    • Identifiers - search by the guest's identifier provider and ID.

    • Order Reference - search by the guest's full order reference.

    Sitecore CDP returns a list of relevant matches.

  3. In the search field, enter the full text you want to search for. For example, if you selected Email in the previous step, enter the full email address such as [email protected].

    Note

    Search results will show for all guest types.

  4. If the search returned more than one page of results, you can use the arrow icons at the bottom of the list to view more.

  5. Click any row in the search results to view the profile of the corresponding guest.

Sort guests

Note

You can only sort guests alphabetically if your organization passes PII data to Sitecore CDP.

To sort the list of guests or the guest search results:

  • Do one of the following:

    • Sort by name - click the Name column label to sort guests by first name in alphabetical or reverse alphabetical order.

    • Sort by date of the guest's last visit - click the Last Seen column label to sort guests by last seen dates in ascending or descending order.

Filter guests by type

Note

You can only filter guests by type if your organization passes PII data to Sitecore CDP.

To filter guests by type:

  1. On the Guests page, make sure the search field is empty.

  2. From the Guest Type drop-down list, select one of the following options:

    • Customer

    • Traveller

    • Visitor

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