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Navigating the SAP Customer Data Platform Console

<div id="content"><div class="parentsection"><div class="section"><p tabindex="0">The SAP Customer Data Platform Console allows you to configure every functionality of SAP CDP using a friendly user interface.</p><p tabindex="0">In this section, we'll take a tour to get familiar with the layout of the console and its functionalities.</p><ZoomableImage><img tabindex="0" src="/service/media/topic/b9c2669a-48f1-4dee-9fd0-963a94a29dec/C4H650B_2302_en-US_media/C4H650B_2302_en-US_images/U2L1_001.png" alt="" class="image 1_1_landscape" style="max-width:900px;max-height:none" /><div class="imageCaption"></div></ZoomableImage></div></div><div class="parentsection"><div class="section"><div tabindex="0"><h3>Navigating the SAP Customer Data Platform Console</h3></div><p tabindex="0">In this video, you'll become familiar with the Customer Data Platform console.</p><div class="kalturaVideoLessonWrapper"><div id="1_kfajbv5r" data-testid="video" class="kalturaVideoLessonContainer"></div></div></div></div></div>

SAP Customer Data Platform Console

Exploring SAP Customer Data Platform Essentials

Console Overview.mp4

In this video, we'll take a tour to get familiar with the layout of the Customer Data Platform Console and its functionalities. After you log into the SAP Customer Data Platform Console, you'll land in the Dashboard view. It displays several analytics in your workspace. This includes insights such as customer distribution of known versus anonymous customers, customer data events for data ingestion from external systems, and the number of triggered activations for downstreaming data to target external systems. Additionally, you'll see the top activity information, graphics related to processing purpose enforcement across your customer data stored inside the platform, the numbers of customers who have contact information, and their communication channels. On the left-hand side, you'll find a menu with features that you can configure using the console. Under Dashboard, you'll find the new analytics menu containing some extra information such as total customers, distribution of customers per country, average total spend, customers per age, gender, and distribution per activity. You can drill down on each item by the segments your customers are a part of. In the Customers menu group, the search function allows you to look for customers using either unified or contextual profile information. Then you can check actual customer data information that's currently stored inside the customer data platform. In segments, you can define attribute based criteria to segment your customer data based on common characteristics and activity data. In Indicators, you can create calculated attributes based on customer data to help measure performance based on customer activities. In the Personalize menu group, you'll find a new feature, CX Journeys. This feature allows you to engage your customers individually according to milestones that represent different levels of their relationship with your brand or product. You can group CX Flows as part of your journey's milestones to deliver real-time personalized experiences during crucial moments in the customer's lifecycle. CX Flows can be designed using a visual tool and will be triggered for each customer according to a predefined criteria. In Audiences, you can define groups of customers. Marketers can use these in marketing campaigns by setting conditions based on profile information, segments, and activity indicators. Once the audience is built, it can be downstream to external systems by using a destination application action. You can view the audience's dashboard to see the performance and numbers of your audience actions and check the status of previous audience activations. In the Connect menu group, you can configure source and destination applications to set up which external systems you want to consume customer data from, and push the stored customer profiles to. In Customer Schemas, you can check and customize the unified and contextual customer profile structure definition, and also define your activities, groups, and relationships schemas. Here you can create new attributes, changeundation rules and normalization settings, and merge rules for when an existing customer profile is updated. When incoming customer data is ingested into the customer data platform, matching rules uses profile attributes to decide whether the incoming data will merge with existing customer profiles or be used to create new ones. In processing purposes, you define how the system will allow businesses to ensure compliance with regulations, restrictions, and policies applicable to customer data usage. This configuration defines the deciding factor whether the data is allowed to be stored in the system upon ingestion and which data may be sent out to destination applications. Finally, the new monitoring feature allows you to visualize metrics and check the health of the Customer Data Ingestion System, including connectivity to external sources and details around past event executions, which can be useful for troubleshooting issues. This concludes the overview of the SAP Customer Data Platform Console.