Walkthrough: Searching for a guest in Sitecore CDP

Abstract

Describes how to search, filter, and sort guests (Sitecore CDP).

This section contains JavaScript that you can use to build a real-time audience or an audience template.

This walkthrough describes how to use JavaScript to:

  • Find a guest profile

  • Filter and sort guest search results

Find a guest profile

To search for a guest profile:

  1. On the navigation pane, click Customer Data, Guests. The Guests screen displays.

  2. In the Search field, enter the relevant search text:

    • If your organization does not pass Personally Identifiable Information (PII) to Sitecore CDP, enter the browser reference for the guest. You must enter a bid: prefix to the browser reference. Alternatively, you can enter the guest reference. You can find the guest reference by using debug mode when viewing a guest profile.

    • If your organization passes PII to Sitecore CDP, enter characters of the guest's first and or last name. Sitecore CDP starts returning the relevant matches.

  3. Click the Search icon. Sitecore CDP returns all results that contain the entered search values.

Filter and sort guest search results

To filter and sort guests search results:

  1. If your organization passes Personally Identifiable Information (PII) data to Sitecore CDP, you can filter according to guest type. To filter by guest type, select one of the following guest types from the Guest Type drop-down list:

    • Customer

    • Traveller

    • Visitor

  2. To sort guests in alphabetical order or reverse alphabetical order according to their first name, click the arrow icon adjacent to the Guest column. This filter is only available for organizations that pass PII data to Sitecore CDP.

  3. Click the arrow icon adjacent to the First seen column to sort guests in ascending or descending order according to the date the guest was first seen by Sitecore CDP.

  4. Click the arrow icon adjacent to the Last seen column to sort guests in ascending or descending order according to the date the guest was last seen by Sitecore CDP.

  5. Click the arrow icons at the bottom of the table to see additional search results. You can view a guest profile by clicking a guest row.