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| 1 | +--- |
| 2 | +description: Go through the CDP Implementation Training to learn the process, necessary steps, and tools during the CDP implementation part. |
| 3 | +--- |
| 4 | + |
| 5 | +# Product Overview – Raptor Personalization portfolio |
| 6 | + |
| 7 | +At Raptor, personalization is at the core of everything we do. |
| 8 | +Our product portfolio is designed to deliver relevant, data-driven experiences across every customer touchpoint: |
| 9 | + |
| 10 | +- **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. |
| 11 | + |
| 12 | +- **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. |
| 13 | + |
| 14 | +-**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. |
| 15 | + |
| 16 | +-**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. |
| 17 | + |
| 18 | +-**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. |
| 19 | + |
| 20 | +# Customer Data Platform (CDP) |
| 21 | + |
| 22 | +The idea behind CDP is to unify customer data from multiple sources and activate it across owned and paid channels. |
| 23 | +We can ingest data from systems like CRM, loyalty programs, and transactional records. |
| 24 | +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. |
| 25 | + |
| 26 | +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. |
| 27 | +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. |
| 28 | + |
| 29 | +## CDP - key benefits |
| 30 | + |
| 31 | +CDP brings numerous benefits that support more efficient and effective use of customer data at scale. |
| 32 | + |
| 33 | +Key benefits of using CDP are: |
| 34 | + |
| 35 | +- Ingesting customer data from different sources such as CRM systems, loyalty programs, and transactions |
| 36 | +- Unifying customer profiles through verified matches using identifiers like email or phone number |
| 37 | +- Enriching profiles with AI-driven predictions and advanced customer insights |
| 38 | +- Activating real-time engagement across owned and paid channels, including email, CMS, Google, and LinkedIn |
| 39 | +- Ensuring data accuracy and compliance by performing matches only when full certainty is achieved |
| 40 | +- Maintaining platform-agnostic architecture for seamless integration with existing technology stacks |
| 41 | + |
| 42 | +## How CDP connects to and enhances other tools |
| 43 | + |
| 44 | +CDP itself, as a foundation, is the engine that drives personalization. |
| 45 | +It ensures data is accurate, unified, enriched, and actionable—making every other tool smarter and more impactful. |
| 46 | +What's more, it connects with other tools to improve their performance by providing unified and enriched customer data. |
| 47 | + |
| 48 | +| Tool | CDP connection | CDP enhancement | |
| 49 | +|----------------------|------------------------------------------|-------------------------------------------------| |
| 50 | +| Recommendations | Informs engine with rich profiles | Smarter, more personalized suggestions | |
| 51 | +| Triggers | Detects behavior in real time | Targeted, automated follow-ups | |
| 52 | +| Site Search | Personalizes based on history and intent | More relevant search results | |
| 53 | +| Merchandising Center | Segments users for targeted campaigns | Boosts the right products to the right audience | |
| 54 | + |
| 55 | +### CDP and Recommendations |
| 56 | + |
| 57 | +CDP fuels recommendation engines with enriched customer profiles that include behavioral patterns, past purchases, and predicted interests. |
| 58 | + |
| 59 | +How CDP enhances Recommendations tool: |
| 60 | + |
| 61 | +- Delivers more accurate, context-aware product suggestions |
| 62 | +- Enables cross-channel consistency (for example, same logic across web and email) |
| 63 | +- Improves segment-specific or 1:1 personalized content |
| 64 | + |
| 65 | +### CDP and Triggers |
| 66 | + |
| 67 | +CDP tracks real-time customer interactions and historical behavior to enable meaningful trigger points. |
| 68 | + |
| 69 | +How CDP enhances Triggers tool: |
| 70 | + |
| 71 | +- Delivers more accurate, context-aware product suggestions |
| 72 | +- Enables cross-channel consistency (for example, same logic across web and email) |
| 73 | +- Improves segment-specific or 1:1 personalized content |
| 74 | + |
| 75 | +### CDP and Site Search |
| 76 | + |
| 77 | +CDP informs site search with user preferences, purchase history, and intent, enriching relevance. |
| 78 | + |
| 79 | +How CDP enhances Site Search tool: |
| 80 | + |
| 81 | +- Delivers more accurate, context-aware product suggestions |
| 82 | +- Enables cross-channel consistency (for example, same logic across web and email) |
| 83 | +- Improves segment-specific or 1:1 personalized content |
| 84 | + |
| 85 | +### CDP and Merchandising Center |
| 86 | + |
| 87 | +CDP offers detailed insights on customer segments, enabling more strategic and targeted merchandising. |
| 88 | + |
| 89 | +How CDP enhances Site Search tool: |
| 90 | + |
| 91 | +- Delivers more accurate, context-aware product suggestions |
| 92 | +- Enables cross-channel consistency (for example, same logic across web and email) |
| 93 | +- Improves segment-specific or 1:1 personalized content |
| 94 | + |
| 95 | +# Control Panel |
| 96 | + |
| 97 | +## Control Panel - what is it |
| 98 | + |
| 99 | +Control Panel is a centralized interface for managing Raptor's personalization and CDP features, designed to streamline workflows for marketing, data, and IT teams. |
| 100 | +It provides users with a streamlined interface to access and manage all personalization and CDP tools in one place. |
| 101 | +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. |
| 102 | + |
| 103 | +Users navigate through a collapsible sidebar that groups key features such as Data Manager, Operational Insights, Trust Center, and User Management. |
| 104 | + |
| 105 | +Control Panel consists of: |
| 106 | + |
| 107 | +- a collapsible sidebar with grouped dropdowns for intuitive navigation |
| 108 | +- a dashboard showcasing the latest news and product updates |
| 109 | +- tools section, including: |
| 110 | + - **Data Manager** – ingest, map, and cleanse data for CDP or recommendation engines |
| 111 | + - **Operational Insights** – monitor service performance, detect, and resolve errors in real time |
| 112 | + - **Trust Center** – manage GDPR compliance and security settings |
| 113 | + - **User Management** – control access permissions and roles for internal and external users |
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