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  • Sitecore Connect app
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  • Sitecore CDP actions

Sitecore CDP actions

The Sitecore CDP actions available in Sitecore Connect enable you to manage and interact with your customer data:

Action

Description

Example use cases

Audience Export - Get latest files*

Returns pre-signed URLs for the latest audience export files from Sitecore CDP. Use them to download, extract, and send files to another system.

Send the latest exported audience data to external platforms for targeted advertising, lookalike campaigns, or exclusion lists.

Audience Export - Get files by execution ref*

Returns pre-signed URLs for audience export files from Sitecore CDP using a specific execution reference. Use them to download, extract, and send files to another system.

Retrieve a historical export from Sitecore CDP for data analysis, auditing, or reconciling customer data discrepancies.

Audience Export Delta - Get latest files*

Returns pre-signed URLs for audience for the latest audience export files from Sitecore CDP, including added or removed records. Use them to download, extract, and send files to another system.

Use only the newest additions or removals in customer lists to email marketing apps to keep campaigns aligned with the latest data.

Audience Export Delta - Get files by execution ref*

Returns pre-signed URLs for delta audience export files from Sitecore CDP using a specific execution reference. Use them to download, extract, and send files to another system.

Use a specific delta export to sync new or removed profiles to a data lake for incremental ingestion into Business Intelligence (BI) tools.

Upload a batch file to Sitecore CDP

Uploads a batch gzip file with JSON records - either guests or orders - into Sitecore CDP.

Import bulk guest or order data from ecommerce platforms, loyalty systems, or legacy CRMs to populate or update Sitecore CDP customer profiles.

Get status of your batch file upload action

Retrieves the current status of your batch file upload to confirm completion before uploading the next file.

Verify the completion of an orders file upload to Sitecore CDP before sending the next day’s transactions, preventing duplicates or data loss.

Manage Guests

Enables you to create, retrieve, update, and delete guest data in Sitecore CDP. Use this to manage a guest's data and link it to their transactional and behavioral data.

Manage guest data from sign-up forms, webinar attendance, or CRM tools, to create or enrich guest profiles.

Manage Guest Data Extensions

Enables you to create, retrieve, update, and delete guest data extension in Sitecore CDP. Use this to store and manage extra guest details as key-value pairs for more complete profiles.

Add extra guest details—such as subscription preferences, loyalty levels, or custom fields—to store more information or import data from your CRM system.

Manage Orders

Enables you to create, retrieve, update, and delete order data in Sitecore CDP. Use this to manage order details, including overall attributes and purchased items.

Sync order data from your ecommerce system to connect purchases to the right customer profiles.

Custom action

Enables you to build a custom action via the HTTP connector using any Sitecore CDP API endpoint.

Use this to access other Sitecore CDP endpoints, for example to access guest data and orders.

Tip

For the Audience Export actions*, to download and access the files from the pre-signed URLs:

  • Use the Get file from URL action to download the gzipped output file from the URLs.

  • Then use the Uncompress a file action to extract the contents of the gzipped file.

See the Receive the latest output of an audience export and Receive a specific output of an audience export walkthroughs for more information.

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