Implementing Lite Registration Flows

Objective

After completing this lesson, you will be able to discover different types of accounts, Lite Registration use cases and functions to implement Lite Registration flow and access Lite Registration data through Identity Access.

Lite Registration in the Legacy Account Model

Lite Registration is a valuable SAP Customer Data Cloud (CDC) feature that allows users to interact with your site and content without immediately having to register. This approach is particularly apt for situations that call for a lower barrier to entry, such as newsletter sign-ups, contact forms, or lead generation activities.

A newsletter subscription dialog window overlays a smartphone showing a page titled Art You Love.

In the Legacy Account Model, Lite Registration serves as an initial step in establishing a relationship with site users. It enables the creation of ‘lite’ accounts using minimal information, typically just an email address. These lite accounts can later be converted into full accounts when the user completes the full registration process, ensuring that data collected during the lite registration phase is retained and integrated. User may be motivated to complete the registration process to gain access to exclusive member content, place orders, subscribe to a service, and so on.

Key Features and Benefits:

  • Customizable Screens – SAP Customer Data Cloud's UI Builder offers out-of-the-box lite registration screens that can be tailored to match your brand and any specific requirements.
  • Opt-in and Opt-out Flows – The system provides clear opt-in and opt-out mechanisms to comply with privacy regulations.
  • Data Export and Import – Subscriber data can be easily exported and imported to third-party platforms, such as Email Service Providers (ESPs), using Dataflows (CDC’s ETL service) or the accounts.search API.
  • Lite Preferences Center – Lite users are given control over their data through a dedicated Lite Preferences Center.
  • Improved Data Quality – Account Progression ensures that data is not lost when users upgrade from lite registrations to fully registered accounts.
  • Increased User Satisfaction – Users don't have to refill forms they've already completed, as preferences and identities are saved.
  • Higher User Acquisition Rates – Compelling offers combined with low-barrier opt-ins drive increased user acquisition.

For more information on Lite Registration, refer to the following video: Implementing Lite Registration for SAP Customer Data Cloud

Supported Use Cases

A newsletter signup dialog window inviting the user to provide their first and last name, email address, a checkbox signifying they wanted to receive a weekly newsletter and a statement they are agreeing to the Terms of Use, the text of which is available by clicking on the hyperlink. The bottom of the dialog shows a Sign Up button.

Lite Registration is suitable for various scenarios, including:

  • Newsletter sign-ups
  • Contact forms
  • Promotions
  • Lead generation (contests, online polls, campaigns, voting via email, document access, Wi-Fi access)
The progression over time of a user's journey, starting with subscribing to one newsletter, then consumin content as trust grows, then submitting to a second newsletter, after which the user's trust for the brand continues to grow as quality is consistently delivered. Finally, the user registers to the site via a dedicated conversion link.

Under the Legacy Account Model, a typical user journey might begin when a user subscribes to a newsletter using their email address. More newsletter subscriptions might follow, building trust in your brand. Eventually, they might choose to fully register on your site by following a dedicated conversion link.

Guest Interaction in the One Account Model

The One Account Model introduces the Guest Interaction Screen, simplifying the management of unauthenticated user interactions. This feature allows users to subscribe to content or receive notifications without immediately registering an account.

The Guest Interaction Screen is a new interface available within the Communications screen-set, located in the Default collection or any custom screen-set collections created after the release of the One Account feature. Its internal name is Guest Interaction, and it is uniquely identified by the Screen ID: gigya-guest-interaction-screen.

The UI Builder screen shows the Guest Interaction screen-set, which in this instance features a Subscribe to Newsletter dialog with two tabs: Email Address, and Phone Number. The Email Address tab invites the user to enter their email address, and their first and last names before selecting the Subscribe button.

When a user interacts as a guest (by subscribing to a newsletter, for instance), the system creates a single, unified account. If the user later completes a full registration, their data and preferences are seamlessly integrated, eliminating the need for manual reconciliation.

Key Benefits of the Guest Interaction Screen

  • Simplified User Experience – Users can engage with your content without immediate registration.
  • Unified Account Management – All user interactions, whether authenticated or not, are linked to a single account.
  • Easy Administration – Guest interactions can be efficiently managed via the Guest tab in the User Access section of the SAP CDC admin console.
The User Access page, under the Advanced section in the menu, has two tabs: Guest and Preference Center. The Guest tab allows you specify which fields may be modified by a guest without verification. In this example, phone number, email, and first name are all checked.

Guest Interaction vs. Legacy Lite Registration

FeatureLegacy Lite RegistrationGuest Interaction Screen
Backend Accounts CreatedTwo (Lite + Full)One (Unified)
Data Merge RequiredYes (Manual)No
Endpoint HandlingLegacy EndpointsNew One Account APIs
Administration LocationN/AUser Access > Guest Tab

By leveraging the new Guest Interaction Screen, organizations can offer a frictionless onboarding experience, capture valuable user engagement data, and reduce operational complexity.

Summary

  • Lite Registration, whether implemented through the Legacy Account Model or the Guest Interaction Screen in the One Account Model, provides a flexible and user-friendly way to capture user interest and gradually convert them into fully registered users.
  • The Legacy Account Model offers customizable screens and data management tools, while the One Account Model simplifies account management by unifying guest and registered user data.
  • Both approaches allow for improved data quality, increased user satisfaction, and higher user acquisition rates.