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Introduction to Sitecore Personalize
Managing accounts and system settings
Identifying guests
Introduction to experiments
Introduction to experiences
Decisioning
View dashboards
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Connecting to an external system
Using client-side JavaScript
Using server-side JavaScript
AI in Personalize
Glossary
  • Sitecore Personalize
  • Identifying guests in Sitecore Personalize

Identifying guests in Sitecore Personalize

A guest is any person that interacts with your brand, regardless of whether they are identified.

Sitecore Personalize stores attributes against the guest that you can use in personalization and decisioning. This behavioral data is sent to the platform through Sitecore Personalize APIs.

The guest data that is available to use in an experience, experiment or decisioning, depends on your organization's requirements and identity rules. Sitecore Personalize refers to the process of identifying guests as identity resolution.

Most organizations configure identity rules to check for a matching unique identifier that is internal to your organization, for example, a loyalty number or unique ID from a Customer Relationship Manager (CRM) system. This could also be a browser reference or guest reference which is a unique identifier that Sitecore Personalize assigns the guest.

Some organizations use Personally Identifiable Information (PII) to identify guests. After Sitecore Personalize identifies a guest, it updates the Guest Type from Visitor to Customer.

The following describes the guest types:

  • Customer

    A customer is a guest that has provided enough identity information according to your organization's identity rules.

  • Visitor

    A visitor is a guest who has not provided enough identity information or has provided partial identity information but not enough to meet the organization's identity rules.

  • Retired

    A retired guest is archived because it contained data that was migrated to another guest.

    Note

    Travel organizations use an additional guest type, Traveller. A Traveller guest type is a guest who is a consumer of a flight order but has not provided enough identifiable information, usually because they did not purchase the ticket. Only travel organizations use the Traveller guest type.

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