diff --git a/docs/trainings/CDP_Raptor_training/cdp_implementation.md b/docs/trainings/CDP_Raptor_training/cdp_implementation.md new file mode 100644 index 0000000000..2cd78c9bdd --- /dev/null +++ b/docs/trainings/CDP_Raptor_training/cdp_implementation.md @@ -0,0 +1,113 @@ +--- +description: Go through the CDP Implementation Training to learn the process, necessary steps, and tools during the CDP implementation part. +--- + +# Product Overview – Raptor Personalization portfolio + +At Raptor, personalization is at the core of everything we do. +Our product portfolio is designed to deliver relevant, data-driven experiences across every customer touchpoint: + +- **Recommendations** - allow you to deliver personalized product suggestions across channels such as web and email, using real-time behavioral data to drive engagement and conversions. + +- **Triggers** - with triggers you can activate real-time trigger-based actions when users engage with specific content, products, or services—perfect for follow-ups like cart abandonment, price drop alerts, or back-in-stock notifications. + +-**Site Search** - this tool is powered by the open-source Typesense framework, our intelligent site search delivers fast, relevant results tailored to each user’s intent, improving product discovery and user satisfaction. + +-**Merchandising center** - supports the retail media strategy by allowing brands to boost specific products or campaigns—helping highlight high-margin items or strategic brands directly within the customer journey. + +-**Customer Data Platform (CDP)** - centralizes customer data from multiple sources to build unified profiles, drive advanced segmentation, and activate personalized experiences across owned and paid channels. + +# Customer Data Platform (CDP) + +The idea behind CDP is to unify customer data from multiple sources and activate it across owned and paid channels. +We can ingest data from systems like CRM, loyalty programs, and transactional records. +At the core, our technology acts like a "keychain," stitching data together around each individual using identifiers such as email or phone number, ensuring profiles are only matched when there's a 100% verified match for accuracy. + +Once unified, these customer profiles can be activated directly in platforms like CMS, email systems, and paid channels such as Google and LinkedIn, enabling highly targeted marketing. +The CDP is agnostic in both data ingestion and activation, and it uses AI to enrich profiles with insights and predictions, enhancing the precision and personalization of customer engagement. + +## CDP - key benefits + +CDP brings numerous benefits that support more efficient and effective use of customer data at scale. + +Key benefits of using CDP are: + +- Ingesting customer data from different sources such as CRM systems, loyalty programs, and transactions +- Unifying customer profiles through verified matches using identifiers like email or phone number +- Enriching profiles with AI-driven predictions and advanced customer insights +- Activating real-time engagement across owned and paid channels, including email, CMS, Google, and LinkedIn +- Ensuring data accuracy and compliance by performing matches only when full certainty is achieved +- Maintaining platform-agnostic architecture for seamless integration with existing technology stacks + +## How CDP connects to and enhances other tools + +CDP itself, as a foundation, is the engine that drives personalization. +It ensures data is accurate, unified, enriched, and actionable—making every other tool smarter and more impactful. +What's more, it connects with other tools to improve their performance by providing unified and enriched customer data. + +| Tool | CDP connection | CDP enhancement | +|----------------------|------------------------------------------|-------------------------------------------------| +| Recommendations | Informs engine with rich profiles | Smarter, more personalized suggestions | +| Triggers | Detects behavior in real time | Targeted, automated follow-ups | +| Site Search | Personalizes based on history and intent | More relevant search results | +| Merchandising Center | Segments users for targeted campaigns | Boosts the right products to the right audience | + +### CDP and Recommendations + +CDP fuels recommendation engines with enriched customer profiles that include behavioral patterns, past purchases, and predicted interests. + +How CDP enhances Recommendations tool: + +- Delivers more accurate, context-aware product suggestions +- Enables cross-channel consistency (for example, same logic across web and email) +- Improves segment-specific or 1:1 personalized content + +### CDP and Triggers + +CDP tracks real-time customer interactions and historical behavior to enable meaningful trigger points. + +How CDP enhances Triggers tool: + +- Delivers more accurate, context-aware product suggestions +- Enables cross-channel consistency (for example, same logic across web and email) +- Improves segment-specific or 1:1 personalized content + +### CDP and Site Search + +CDP informs site search with user preferences, purchase history, and intent, enriching relevance. + +How CDP enhances Site Search tool: + +- Delivers more accurate, context-aware product suggestions +- Enables cross-channel consistency (for example, same logic across web and email) +- Improves segment-specific or 1:1 personalized content + +### CDP and Merchandising Center + +CDP offers detailed insights on customer segments, enabling more strategic and targeted merchandising. + +How CDP enhances Site Search tool: + +- Delivers more accurate, context-aware product suggestions +- Enables cross-channel consistency (for example, same logic across web and email) +- Improves segment-specific or 1:1 personalized content + +# Control Panel + +## Control Panel - what is it + +Control Panel is a centralized interface for managing Raptor's personalization and CDP features, designed to streamline workflows for marketing, data, and IT teams. +It provides users with a streamlined interface to access and manage all personalization and CDP tools in one place. +The built-in news dashboard keeps users updated on new features, product updates, and relevant releases—ensuring teams stay informed and in control of their personalization efforts. + +Users navigate through a collapsible sidebar that groups key features such as Data Manager, Operational Insights, Trust Center, and User Management. + +Control Panel consists of: + +- a collapsible sidebar with grouped dropdowns for intuitive navigation +- a dashboard showcasing the latest news and product updates +- tools section, including: + - **Data Manager** – ingest, map, and cleanse data for CDP or recommendation engines + - **Operational Insights** – monitor service performance, detect, and resolve errors in real time + - **Trust Center** – manage GDPR compliance and security settings + - **User Management** – control access permissions and roles for internal and external users