CDP Implementation - training

docs/trainings/CDP_Raptor_training/cdp_implementation.md

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+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