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Introduction to Sitecore Personalize
Managing accounts and system settings
Identifying guests
Introduction to experiments
Introduction to experiences
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Glossary
  • Sitecore Personalize
  • Introduction to experiences
  • Introduction to triggered experiences in Sitecore Personalize
  • Test a triggered experience using the Request Bin endpoint

Test a triggered experience using the Request Bin endpoint

When building experiences in Sitecore Personalize, it is important to test as you build. Sitecore Personalize provides various in-app testing tools for this purpose, which you might already be familiar with if you have built many experiences.

Triggered experiences require a different testing approach compared to web and interactive experiences. To test a triggered experience, you first have to set it to be live and then you trigger it.

This walkthrough guides you through testing a triggered experience using the Request Bin endpoint, which allows you to send requests to a test destination, inspect the data, and debug the experiences effectively.

This walkthrough describes how to:

  1. Create a connection in Sitecore Personalize.

  2. Create a triggered experience.

  3. Add a trigger to the experience.

  4. Test a triggered experience using the Request Bin.

Before you begin
  • Create a Request Bin to capture and inspect requests.

  • Copy the URL of the Request Bin that will serve as the endpoint where Sitecore Personalize can send data.

Create a connection in Sitecore Personalize

Set up a connection to an external destination from Sitecore Personalize to the Request Bin endpoint. You must have an Enterprise Admin role in Sitecore Cloud Portal to do this.

To create a connection in Sitecore Personalize:

  1. On the navigation menu, click Developer Center > Connections.

  2. On the Connections page, click Create  > Destination.

  3. On the Name & Describe page, complete the Name and Description fields, select an icon, and click Next.

  4. On the Authenticate page, select None and click Next.

  5. On the Request page:

    • In the Request URL section, select POST in the method drop-down list and enter the Request Bin URL.

    • In the Request field, enter a sample JSON request to test your connection. Ensure that the JSON is valid.

  6. Click Test Request. The Response field will display the results.

  7. Click Next to proceed to the Review & Save page, where you verify the connection details.

    Verify that the new connection details are correct on the Review & Save page.
  8. When you are ready to finalize the connection setup, click Save. Note the connection name because it will be required to configure your triggered experience.

Create a triggered experience

After the connection is set up, create a triggered experience and configure the API request to use the connection to the Request Bin.

To create a triggered experience:

  1. On the navigation menu, click Experiences. The experience list displays.

  2. Click Create > Triggered. The Name Your Experience  window displays.

  3. In the Name your Experiment field, enter an intuitive name for the experience and click Create.

  4. In the Webhook Composer tile, click Configure API request. In the Connection pane, select the connection you created with the Request Bin URL.

  5. In the API body editor, compose the API request to include any offers, content, or personalization you want sent to the Request Bin endpoint.

    Important

    Only send non-sensitive data to the Request Bin endpoint. Request Bin is a third-party provider, so avoid sending any sensitive information or personally identifiable information (PII).

  6. Click Save.

Add a trigger to the experience

Select a standard or custom event to trigger the experience in Sitecore Personalize. Both the testing and execution of the triggered experience depends on the trigger you select.

To add a trigger to the experience:

  1. On the experiment builder, click the Trigger tile.

  2. Click Add trigger. You can choose a Standard or Custom trigger from the options.

  3. To use a standard system event as the trigger to run the experiment, select the Standard option and, in the drop-down list, select a trigger:

    • Guest Created - runs the experience when a guest is created.

    • Order Created - runs the experience when an order is created.

    • Order Updated - runs the experience when a guest's order is updated.

    • Session Closed - runs the experience when the guest's session ends and Sitecore Personalize receives the SESSION_CLOSE event.

    • Guest Modified Custom - runs the experience when a guest's custom attribute is updated. For example, when a guest's data extension is modified.

    • Abandoned Cart - runs the experience when a guest leaves items in their shopping cart and the session closes.

  4. To create a custom trigger, select the Custom option and do the following:

    • In the Event Name field, enter the name of the event. For example, ADD_TO_CART.

    • In the Description field, enter the description of the event.

    • In the Event section, in the drop-down list, select an operator:

      • Equals - runs the experience if the specified event is an exact match.

      • Regex - runs the experience if the specified event matches a specified Regular Expression (RegEx) pattern.

      • Starts with - runs the experience if the event starts with the specified string.

    • In the Identifier field, enter the name, RegEx pattern, or string of the event.

    • Optionally, to add additional identifiers, click Add identifier. Sitecore Personalize will run the experience if any event identifiers matches

  5. Click Save.

Test a triggered experience

You can verify that your triggered experiences work as expected by inspecting the requests at the Request Bin test endpoint.

To test a triggered experience:

  1. Raise the specific trigger selected for the experience. Here is a quick reference for different triggers and how to raise them using Sitecore Personalize APIs:

    Trigger

    How to raise the trigger when testing

    Guest Created

    Create a new guest.

    Order Created

    Create a new order and associate it with a guest.

    Order Updated

    Update an order.

    Session Closed

    Open a browser to start a session, then manually close it.

    Guest Modified Custom

    Update an existing guest by creating a data extension.

    Abandoned Cart

    Open a browser to start a session, add items to the shopping cart, then manually close it.

    Custom Trigger

    Send a custom event.

  2. After raising the trigger, visit the Request Bin and check the response to verify that your triggered experience is functioning correctly.

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