View your organization's identity rules

On the navigation menu, click > Identity rules.

The Identity Rules screen displays the identity rules for your organization's tenant. Each identity rule has a human-readable name and a unique identifier. Sitecore Personalize uses the string value of identifier.provider to identify a guest as a customer. This must be the same name as the provider attribute in the IDENTITY event that your organization sends to Sitecore Personalize. If it is not the same, Sitecore Personalize can not successfully evaluate identity rules.

In the following image, the organization uses two identity rules:

Sitecore Personalize evaluates identity rule(s) in the order in which they display to determine if there is a matching guest. If Sitecore Personalize does not find a match with the first listed identity rule, it evaluates the next, and so on. If no guest profiles are matched, Sitecore Personalize assigns or retains a guest type of visitor.

Using this same example, your organization must send an IDENTITY event that contains an id value for either the CRM_ID or loyalty_ID attributes, for Sitecore Personalize to identify a guest. The following IDENTITY event meets the required identity rules because it contains at least one of the required provider attributes, CRM_ID or loyalty_ID:

{
   "channel":"WEB",
   "type":"IDENTITY",
   "language":"EN",
   "currency":"EUR",
   "page":"home page",
   "pos":"myretailsite.com",
   "browser_id":"56860bff-94ba-4d84-aa37-2b5a83d5411b",
   "identifiers":[
      {
         "provider":"CRM_ID",
         "id":"123456"
      },
      {
         "provider":"loyalty_ID",
         "id":"xni8934y77"
      }
   ]
}

To view a more robust example of an IDENTITY event that meets the requirements of this organization's identity rules, you can view examples of IDENTITY events.