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. |
| Process Audience Export | Retrieves the full audience export from Sitecore CDP in CSV/JSON format using built-in batch processing and automatic file uncompression. | Export audience data in CSV or JSON formats for use in flat file systems, email platforms, data warehouses, or BI tools. |
| 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.
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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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