Progressive Profiling
Progressive profiling is an alternative approach where you incrementally collect profile data over time as trust is built between your site and the customer. This allows you to enrich customer profiles gradually.
Instead of presenting lengthy registration forms with numerous required fields, you can use progressive profiling to request information from users later in the journey. This can be triggered by specific events, such as a certain number of logins, a visit to a particular page, or after a specific number of shares. By gathering information unobtrusively over time, you can maintain high user registration rates.
You can implement progressive profiling scenarios in several ways. One approach involves adding custom code to your global site configuration to track relevant events. Another method is to use Markup Extensions to display specific screens only when certain conditions are met.
Implementation Approaches
There are three primary approaches you can take to implement full registration and progressive profiling in SAP CDC:
- The UI Builder– This tool allows you to implement custom UI flows based on included screen-set templates and UI widgets using a drag-and-drop interface.
- Markup Extensions – Screens defined using SAP CDC Markup Extensions can be assigned a variety of conditions, making profile information gathering progressive and flexible. For example, you can gather one or two information items after each login or after a user has been logged in for a certain period.
You can initially create these screens in the UI Builder. However, you must add your own custom logic to get them to perform progressively by using SAP Customer Data Cloud’s Markup language via the Screen-Set’s Advanced Customization tab or custom JavaScript to trigger the necessary screens.
- REST APIs – You can use Customer Data Cloud REST APIs to register user accounts and collect user profile data throughout the customer journey.
For more information, refer to Progressive Profiling and Implementation Approaches in the SAP Help Portal.