Walkthrough: Searching for a guest in Sitecore CDP

Sitecore CDP enables you to search for guests on the Guests page, where you can also sort and filter the results. This search feature helps you identify specific guests and view their guest profiles to access their behavioral and transactional data.

This walkthrough describes how to:

Search for a guest
Filter and sort guest search results

Search for a guest

To search for a guest:

On the navigation menu, click Guests.
On the Guests page, in the Search field, enter your search query.
- If your organization passes Personally Identifiable Information (PII) to Sitecore CDP, use one of the following methods:
  - Free text - enter the guest’s full or partial name, email, or some other identifiable text. Enclose your query with quotes for an exact match, for example, "[email protected]".
  - Order referenceId - enter the order reference to return the guest associated with the order.
- If your organization does not pass PII to Sitecore CDP, use one of the following methods:
  - Identifier - enter the guest’s unique identifier.
  - guestRef - enter the guest’s unique reference number. You can retrieve this from the JSON data when viewing the guest profile using debug mode.
  - browserId - enter the bid: prefix followed by the guest’s browserId. For example, bid: a38b230c-11eb-4cf9-8d5d-274e9f344925. You can retrieve the browserId by using either the Engage SDK getBrowserId() function or a direct HTTP GET request.
Sitecore CDP returns a list of relevant matches.
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.
Click any row in the search results to view the profile of the corresponding guest.

Filter and sort guest search results

Note

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

To filter and sort guest search results:

To filter by guest type, on the Guests page, from the Guest Type drop-down list, select one of the following options:
- Customer
- Traveller
- Visitor
To sort search results, do one of the following:
- Sort by first name: click the arrow adjacent to the Name column to sort guests' first names in alphabetical or reverse alphabetical order.
- Sort by date of the guest's last visit: click the arrow adjacent to the Last seen column to sort guests' last seen dates in ascending or descending order.

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