Often when people think about Sitecore Personalize, they are only thinking about Web Experiments or Experiences – The feature of the product that allows them to add a pop-up, modal or swap content on their websites. But the platform really is so much more powerful than that. It is really meant to be the foundational layer of your personalization strategy across your entire marketing technology stack. Especially when used with CDP, it can be the backbone for how you engage and interact with customers, ensuring you get the right message and the right time to the right audience.
Thinking about it as an architectural foundation, I noticed there aren’t a lot of good architecture diagrams that really convey that, so I decided to create my own. Hopefully this will be helpful in understanding the features, scope and break of what you can do with Sitecore CDP and Personalize.
In this diagram, everything towards the top depends on the features/capabilities of what’s below it. The experiences you get through the channels in that top layer depend on the features of Sitecore Personalize to get personalized content to your audiences through those channels.
Using Full Stack Interactive Experiments, you can create a custom API with Personalized content for a user based on their history of interactions and customer data. You can then call that API from your mobile App to Personalize different areas of the application. Since it’s just a REST api, you can consume it from Native code, from cross platform tools like Xamarin, even web based toolkits like Cordova.
Campaign Management Tools
Most organizations may use several different tools to manage outbound campaigns across channels like email, text messages (SMS) and social. Although you could use the same API based approach to get personalized content into these tools, usually communications across these channels need to be responsive to events that occur: a form filled out on one channel, a purchase done in another channel or some other trigger. For this Sitecore Personalize allows you to configure full stack triggered experiences or experiments. These allow you to have Sitecore personalize evaluate the condition that’s occurring, which is usually reported through one of its streaming API’s from the same channels mentioned above and then it can call an API via web hook, while mapping that API’s parameters to personalized content.
Call Center Apps and other Customer Interaction Points
Any platform you have that interacts with your customers can be integrated with Sitecore Personalize. Whether you wanted to provide personalized content for a customer or you want to provide additional context to your employees who interact with those customers, Personalize can be the foundation of that experience. Your call center applications can integrate with Sitecore Personalize’ s real time API’s to return the relevant events and interactions that customer has done across channel so they will have that context when interacting with your customer.
Tracking with Streaming API’s
XM Cloud Roadmap Guide
XM Cloud is the future of enterprise content management offerings. The new sites, pages, and components tools offer an efficient content author experience that is not available with other CMS systems.
Decisioning is probably the most powerful feature of Sitecore Personalize. With it you can evaluate a contact’s behavior across channels using all the data you have on them, and figure out what is the “Next Best Action” you should take to get them a step closer to convert. These models can be complex and leverage machine learning, but they don’t have to be. When you are just getting started you probably want to keep things simpler. Here’s an example matrix we’ve used with healthcare clients to map “Calls to actions” to Personalized Web experiences:
For each CTA, we determine when we would offer it, how we could track that someone should get that offer, what the experience looks like and where we would actually show it. We can then take those experiences and map it to a simple decision model.
Testing is engrained into Sitecore Personalize. Everything this post has covered can be tested. You can test different web experiences with different content or components. You can test triggered experiences, sending different parameters to your API’s to test which email or text message content works better for your audience. You can send different API payloads to your mobile apps to see what performs better when you bind them to your mobile components.
You can even test your decision models to see if changing what offer or action to take will improve the goals you get across channels.
Sitecore Personalize will track variants, give you different controls for evaluating results and provide reporting so you can see how everything is doing.
Sitecore Personalize by itself is Powerful, but when you add Sitecore CDP, you can truly create a 360 degree view of your customers and take into account everything you know about them to ensure the experiences you create are as relevant as possible.
Sitecore CDP adds additional API’s for getting data into the system: batch API’s that allow you to pull in data from CRM systems, from ERP and order systems, from any system of record that can expose data that would be useful to use to drive experience.
Audience sync allows you to synchronize your dynamic segments with other systems. You can use this to send audience data to other platforms like Google Ads or Facebook Ads so that you can target (and retarget) them with the messages you want.
As you can see Sitecore Personalize and CDP are more than just a client side personalization tool. It’s a Personalization Platform meant to be integrated across your entire marketing stack. That integration can be complex and take effort, but the benefits are worth it.
If you need help with your strategy, either from an experience and interactions point of view or from a technical architecture, how do we connect everything together to make this work perspecitve, we’d love to help. Reach out to me on LinkedIn, Twitter or fill out our contact form.