Category: CDP and Personalize

Sitecore Personalize – Create Fullstack Interactive Experience

Run interactive expereince using the friendlyID attribute. When the expereinces are created in Sitecore CDP an ID is created for the experience. Use this ID to run an experiemnet.

How to create a fullstack experience in Sitecore CDP-

In the menu option click on Experiences => Full stack

This should show the list of existing experiences . Click on Create Experience

Select Interactive Experimence option-

Provide a name and note the ID –

Click on the Configure API response option-

Create a json response. Use “Copy Path as Freemaker” to copy the field name. In this case guest.title, guest.firstname etc.

One variant

You can have only one variant in an experience. Optionally, choose who will receive this experience using the audience filter. If you want to have multiple variants, create an experiment instead.

Click Save and “Preview API” to test the response

Note: dont forget to Save before testing the response.

Search for the guests. See how to create guests here <<enter blog details>>

Response for the guest that is searched. Back to “Interactive Expereience”

Error- if you receive this error. I had to add “” to the field names-

Run the Expereince immediately or schedule-

Experience is now live and the performance can be tracked in “Operational” Tab

At this point of time there are no executions. Check the “Operational” tab-

See this Full Stack Experiences list-

Next run the Experience in Postman or from the Web Site.

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Sitecore Personalize – Run Fullstack Experience using Rest API endpoint

Continuing with the post – Sitecore Personalize – Create Fullstack Experience

In earlier post created a new Fullstack experience named- pastoral grill experience and ID for same was “”

Get the ID of the expereince in “Details” tab and a code snippet to run this in frontend. But in this post will see how to interact using rest api endpoint.

Send request to Rest API to recieve response-

https://{{apiEndpoint}}/{{restApiVersion}}/callFlows

See here API target endpoint to be used based on region-

https://doc.sitecore.com/cdp/en/developers/sitecore-customer-data-platform–data-model-2-1/walkthrough–preparing-to-integrate-with-sitecore-cdp.html

https://doc.sitecore.com/cdp/en/developers/sitecore-customer-data-platform–data-model-2-1/base-url-of-sitecore-cdp-apis-for-v2-1-data-model.html

Request and Response-

clientKey- I have client key as a ennvironment variable. See how to find Client Key

pointOfSale- Enter your configured point of sale. See how to create or get POS

friendlyId- Fullstack/Web Epxerience friendly id. See how to get interactive experience id

In the operational tab there is a spike at the time the request was sent-

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Siteocre Personalize – Create a triggered experience to send abandon cart mail

This blog describes the step by step process to create a triggered expereience in Sitecore Personalize to send a abandon cart mail.

Create Experience

Choose Triggered Experience

Name the experience

Configure API Request

Choose a connection created in this blog post – here

Configure the reponse

Save and Close

Start the Expereince and select option “Run immediately”

Steps to add abandon the cart-

Step 1 – View event

Follow the blog post – here

Step 2- Identity event

Follow the blog post – here

Step 3- Add event

Follow the blog post – here

Step 4 – Force Close event

Follow the blog post – here OR wait for session to expire ( normally 20 minutes or as configured in POS)

Mail is delivered to the customer

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Sitecore Personalize – Create connection used by triggered experience

Create connection to external service used to trigger experience. This connections are outbound.

In this blog will see an example to create a connection to mailjet which can be used to trigger a expereience for abandon cart(covered in another blog post)- here

Setup mailjet account

Create a new account if you don’t have any- https://www.mailjet.com/

In the Account Settings => select optin “API Key management”

Note the API Key and Secret Key

Generate a secret key if not already generated.

Create a connection in Sitecore CDP portal

Navigate to “Develoepr center” => Connections option

Search for existing connection or “Add Connection”

Select “Destination” option for Flows to send data.

Fille in the required details and select icon-

Authentication

Next setup the Basic Authentication. Copy the API Key as User Name and Password as Secret Key and “Test Authentication”

Setup the request

Get the api endpoint and the request body from here – https://dev.mailjet.com/email/guides/getting-started/

// Sample mail 
{
    "Messages": [
        {
            "From": {
                "Email": "pilot@mailjet.com",
                "Name": "Your Mailjet Pilot"
            },
            "To": [
                {
                    "Email": "passenger@mailjet.com",
                    "Name": "Customer 1"
                }
            ],
            "Subject": "Your cart is waiting",
            "TextPart": "Dear passenger, Welcome to pastoral grill",
            "HTMLPart": "<h3>Dear passenger 1, welcome to <a href=\"https://www.mailjet.com/\">Mailjet!</a></h3><br />May the delivery force be with you!"
        }
    ]
}

Tet the connection-

Note- add sender address to the contact list in mailjet or the mails will be blocked. Also the mails from gmail wont be triggered. Use this URL to add sender address-

https://app.mailjet.com/account/sender

Check if the test Mail received-

Click Next, Review & Save

Connection is created and this can be used when an expereince is triggered.

Next setup the Triggered Expereince

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Sitecore CDP- Create Guests using REST Api

https://{apiEndpoint}/v2/guests

Request to the api-

Use Client Key in User name and API Token in password to send request with Basic Auth-

Response-

Note ref field. The ref field is a guest reference which can be used further to extend or pull the guests details-

See the Properties tab to verify all the guests details-

cURL code snippet-

curl --location --request POST 'https://api.boxever.com/v2/guests' \
--header 'Authorization: Basic <<Enter Token>>' \
--header 'Content-Type: application/json' \
--data-raw '{
    "guestType": "customer",
    "title": "Mr",
    "firstName": "Icy",
    "lastName": "Saber",
    "gender": "male",
    "dateOfBirth": "",
    "emails": [
        "icy.saber@mailfy.com"
    ],
    "phoneNumbers": [
        "01234567890"
    ],
    "nationality": "British",
    "passportNumber": "GB4B9565",
    "passportExpiry": "",
    "street": [
        "Apartment 140",
        "West Drive Avenue"
    ],
    "city": "London",
    "country": "GB",
    "postCode": "SW12",
    "state": "London"
}

C# code snippet-

var client = new RestClient("https://api.boxever.com/v2/guests");
client.Timeout = -1;
var request = new RestRequest(Method.POST);
request.AddHeader("Authorization", "Basic <<Enter Token>>");
request.AddHeader("Content-Type", "application/json");
var body = @"{
" + "\n" +
@"    ""guestType"": ""customer"",
" + "\n" +
@"    ""title"": ""Mr"",
" + "\n" +
@"    ""firstName"": ""Icy"",
" + "\n" +
@"    ""lastName"": ""Saber"",
" + "\n" +
@"    ""gender"": ""male"",
" + "\n" +
@"    ""dateOfBirth"": """",
" + "\n" +
@"    ""emails"": [
" + "\n" +
@"        ""icy.saber@mailfy.com""
" + "\n" +
@"    ],
" + "\n" +
@"    ""phoneNumbers"": [
" + "\n" +
@"        ""01234567890""
" + "\n" +
@"    ],
" + "\n" +
@"    ""nationality"": ""British"",
" + "\n" +
@"    ""passportNumber"": ""GB4B9565"",
" + "\n" +
@"    ""passportExpiry"": """",
" + "\n" +
@"    ""street"": [
" + "\n" +
@"        ""Apartment 140"",
" + "\n" +
@"        ""West Drive Avenue""
" + "\n" +
@"    ],
" + "\n" +
@"    ""city"": ""London"",
" + "\n" +
@"    ""country"": ""GB"",
" + "\n" +
@"    ""postCode"": ""SW12"",
" + "\n" +
@"    ""state"": ""London""
" + "\n" +
@"}
" + "\n" +
@"
" + "\n" +
@"";
request.AddParameter("application/json", body,  ParameterType.RequestBody);
IRestResponse response = client.Execute(request);
Console.WriteLine(response.Content);

Python code snippet-

import http.client
import json

conn = http.client.HTTPSConnection("api.boxever.com")
payload = json.dumps({
  "guestType": "customer",
  "title": "Mr",
  "firstName": "Icy",
  "lastName": "Saber",
  "gender": "male",
  "dateOfBirth": "",
  "emails": [
    "icy.saber@mailfy.com"
  ],
  "phoneNumbers": [
    "01234567890"
  ],
  "nationality": "British",
  "passportNumber": "GB4B9565",
  "passportExpiry": "",
  "street": [
    "Apartment 140",
    "West Drive Avenue"
  ],
  "city": "London",
  "country": "GB",
  "postCode": "SW12",
  "state": "London"
})
headers = {
  'Authorization': 'Basic <Enter Token>>',
  'Content-Type': 'application/json'
}
conn.request("POST", "/v2/guests", payload, headers)
res = conn.getresponse()
data = res.read()
print(data.decode("utf-8"))

Reference-

https://doc.sitecore.com/cdp/en/developers/sitecore-customer-data-platform–data-model-2-1/use-the-create-guest-function-in-sitecore-cdp-rest-api.html

https://doc.sitecore.com/cdp/en/developers/sitecore-customer-data-platform–data-model-2-1/overview-of-sitecore-cdp-rest-apis.html

https://doc.sitecore.com/cdp/en/developers/sitecore-customer-data-platform–data-model-2-1/sitecore-cdp-guest-extensions-data-model-for-rest-api.html

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Sitecore CDP- Generate browser ID

The browser ID is a universally unique identifier (UUID) that Sitecore CDP assigns to every user of your application. It associates sessions, events, and orders with the respective user.

To generate browser id at server side in this case using postman use following URL-

https://{{apiEndpoint}}/{{apiVersion}}/browser/create.json?client_key={{CLIENT_KEY}}&message={}

API Endpoint

{{apiEndpoint}} – API target endpoint depends on the region client key is available in. Following are the regions and url available at the point of writing this blog and as per this document

Europe – https://api.boxever.com

Asia Pacific – https://api-ap-southeast-2-production.boxever.com

United States – https://api-us.boxever.com

See here for more details on the Sitecore CDP Rest API

API Version

API Version is v1.2

Client Key

See here for more details on How to get Client Key and API Token

Get the client key from the Sandbox/CDP & Personalise portal.

Login to portal – https://app.boxever.com/#/

Top right click the clog icon. Select API Access option

Get teh client key from this page-

Request/Response-

Status- OK. The request was served successfuly

Anantmous(Guest) should be created. Browser ID is in “ref” field in the response

Check the guest details in portal with the Browser ID-

Goto the Guests page –

Search guests with browser id. (bid: <<browser id>>)

This should the Guest Type as Visitor which means its Anonymous and not yet known or uniquely identified.

CURL code snippet-

curl --location -g --request GET 'https://api.boxever.com/v1.2/browser/create.json?client_key=<<client key>>&message={}'

C# code snippet-

var client = new RestClient("https://api.boxever.com/v1.2/browser/create.json?client_key=<<client key>>&message={}");
client.Timeout = -1;
var request = new RestRequest(Method.GET);
IRestResponse response = client.Execute(request);
Console.WriteLine(response.Content);

Python code snippet-

import http.client

conn = http.client.HTTPSConnection("api.boxever.com")
payload = ''
headers = {}
conn.request("GET", "/v1.2/browser/create.json?client_key=<<code key>>&message=%7B%7D", payload, headers)
res = conn.getresponse()
data = res.read()
print(data.decode("utf-8"))

References

Preparing to integrate with Sitecore CDP

Understanding integration details

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Sitecore CDP – Send Checkout Event

TheĀ CHECKOUTĀ event captures a guest’s action of checking out an order.

After you send this event, you can view the event in the guest profile.

API url for CHECKOUT event

https://{{apiEndpoint}}/{{apiVersion}}/event/create.json?client_key={{CLIENT_KEY}}&message={{message}}

Request payload for CHECKOUT event

In the session event you should be able to see the Purchase Complete event with the Order Number where the customer completed the checkout.

This should help to get the revenue earned.

cURL code snippet-

curl --location -g --request GET 'https://api.boxever.com/v1.2/event/create.json?client_key=<<Client Key>>&message={"channel":"WEB","type":"CHECKOUT","language":"EN","currency":"GBP","page":"home page","pos":"pastoral-witty-grill","browser_id":"7ed103bd-08c2-47f4-8f69-91141ca3200d","status":"PURCHASED","reference_id":"ORDER_1"}'

C# code snippet-

var client = new RestClient("https://api.boxever.com/v1.2/event/create.json?client_key=<<Client Key>>&message={\"channel\":\"WEB\",\"type\":\"CHECKOUT\",\"language\":\"EN\",\"currency\":\"GBP\",\"page\":\"home page\",\"pos\":\"pastoral-witty-grill\",\"browser_id\":\"7ed103bd-08c2-47f4-8f69-91141ca3200d\",\"status\":\"PURCHASED\",\"reference_id\":\"ORDER_1\"}");
client.Timeout = -1;
var request = new RestRequest(Method.GET);
IRestResponse response = client.Execute(request);
Console.WriteLine(response.Content);

Python code snippet-

import http.client

conn = http.client.HTTPSConnection("api.boxever.com")
payload = ''
headers = {}
conn.request("GET", "/v1.2/event/create.json?client_key=<<Client Key>>&message=%7B%22channel%22:%22WEB%22,%22type%22:%22CHECKOUT%22,%22language%22:%22EN%22,%22currency%22:%22GBP%22,%22page%22:%22home%20page%22,%22pos%22:%22pastoral-witty-grill%22,%22browser_id%22:%227ed103bd-08c2-47f4-8f69-91141ca3200d%22,%22status%22:%22PURCHASED%22,%22reference_id%22:%22ORDER_1%22%7D", payload, headers)
res = conn.getresponse()
data = res.read()
print(data.decode("utf-8"))

Reference- https://doc.sitecore.com/cdp/en/developers/sitecore-customer-data-platform–data-model-2-1/send-a-checkout-event-to-sitecore-cdp.html

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Sitecore CDP – Send Confirm Event

The CONFIRM event captures the confirmation of purchased products.

Use the following endpoint for sending the confirm event.

https://{{apiEndpoint}}/{{apiVersion}}/event/create.json?client_key={{CLIENT_KEY}}&message={{message}}

ADD event

See how to create a browser id and Add Event before a confirm event is sent.

CONFIRM Event

Search Customer by browserid or Name.

You should be able to see the customer Online at that point odf instance

Click on Timeline and View Session details

Get the session details and should see the Order Confirmed event

Clieck on the settings icon to see more details-

cURL code snippet-

curl --location -g --request GET 'https://api.boxever.com/v1.2/event/create.json?client_key=<<Client Key>>&message={"channel":"WEB","type":"CONFIRM","language":"EN","currency":"GBP","page":"home page","pos":"pastoral-witty-grill","browser_id":"7ed103bd-08c2-47f4-8f69-91141ca3200d","product":[{"item_id":"EXACT_90"}]}'

C# code snippet-

var client = new RestClient("https://api.boxever.com/v1.2/event/create.json?client_key=<<Client Key>>&message={\"channel\":\"WEB\",\"type\":\"CONFIRM\",\"language\":\"EN\",\"currency\":\"GBP\",\"page\":\"home page\",\"pos\":\"pastoral-witty-grill\",\"browser_id\":\"7ed103bd-08c2-47f4-8f69-91141ca3200d\",\"product\":[{\"item_id\":\"EXACT_90\"}]}");
client.Timeout = -1;
var request = new RestRequest(Method.GET);
IRestResponse response = client.Execute(request);
Console.WriteLine(response.Content);

Python code snippet-

import http.client

conn = http.client.HTTPSConnection("api.boxever.com")
payload = ''
headers = {}
conn.request("GET", "/v1.2/event/create.json?client_key=<<Client Key>>&message=%7B%22channel%22:%22WEB%22,%22type%22:%22CONFIRM%22,%22language%22:%22EN%22,%22currency%22:%22GBP%22,%22page%22:%22home%20page%22,%22pos%22:%22pastoral-witty-grill%22,%22browser_id%22:%227ed103bd-08c2-47f4-8f69-91141ca3200d%22,%22product%22:%5B%7B%22item_id%22:%22EXACT_90%22%7D%5D%7D", payload, headers)
res = conn.getresponse()
data = res.read()
print(data.decode("utf-8"))

Reference- https://doc.sitecore.com/cdp/en/developers/sitecore-customer-data-platform–data-model-2-1/send-a-confirm-event-to-sitecore-cdp.html

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Sitecore CDP Intergration Series

Sitecore CDP and Personalize FAQs

How to get the Client Key and API Token?

How to create and get the point of sale?

How to debug?

How to get the base URL for Sitecore CDP Rest API?

What is the latest version of Javascript Library?

How to get Fullstack Experience friendly id?

What if the size of the compressed batch file exceeds the max limit i.e. 50MB?

Why I recieve HTTP 400 response when uploading the batch file?

Why I recieve HTTP 409 response when uploading the batch file?

How to delete a guest profile without using Batch API?

What access do you need to setup the Point of sale for Sitecore CDP and Personalize?

How to generate the browser id using postman?

Integrate using direct HTTP requests

Sending VIEW Event using direct HTTP requests

Send IDENTITY Event using direct HTTP request

Send ADD Event using direct HTTP request

Send CONFIRM Event using direct HTTP request

Send CHECKOUT Event using direct HTTP request

Upload guest data

Abandon cart with force close event

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Sitecore CDP – Abandon cart with force close event

You can force close event to test Abandon Cart. This works only in non-prod environments.

Assumption- An identified guest which is active and has added products in cart.

If you are corectly tracking you should see in the timeline Session and event a Product been added.

So whilst developing if you want to force close this session, since you might not want to wait for 20 minutes for session to expire or whatever time is set to expire the session, you can force close the session to see or perform the next steps if the cart is been abandoned.

The force close event can be triggered by providing message type as FORCE_CLOSE in the payload.

Send the payload to this endpoint. For more details on what should be the apiEndpoint and client key see this blog

https://{{apiEndpoint}}/{{apiVersion}}/event/create.json?client_key={{CLIENT_KEY}}&message={{message}}

var browser_id = pm.environment.get("browserId") -- browser id
var pointOfSale = pm.environment.get("PointOfSale") -- point of sale

var message = {    
    "channel": "WEB",
    "type": "FORCE_CLOSE",
    "language": "EN",
    "currency": "GBP",
    "page": "home page",
    "pos": pointOfSale,
    "browser_id": browser_id
}

postman.setEnvironmentVariable("message", JSON.stringify(message));

Since the session is now closed we can see the Abandoned Revenue. Further reminder mails can be sent to user to complete the purchase on the abandoned cart.

Hope this helps.

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