Name: Navigating the Console - SAP Customer Data Platform
Uploaded: 2023-4-11
Duration: 284 s
Description: In this video, we’ll take a tour to get familiar with the layout of the Customer Data Platform console and its functionalities. You can view the documentation on the SAP Help Portal for more details:Product Overview | SAP Help Portal

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<div><div><div>In this video, we’ll take a tour to get familiar with the layout of the Customer Data Platform console and its functionalities. <br><br><p>You can view the documentation on the SAP Help Portal for more details:<br><a href="https://help.sap.com/docs/customer-data-platform/main/product-overview?q=console" rel="nofollow noopener noreferrer" target="_blank">Product Overview | SAP Help Portal</a></p></div></div></div>

Navigating the Console - SAP Customer Data Platform

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 down streaming 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 number 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 pre-defined 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 down streamed to external systems  by using a destination application action.   You can view the Audiences 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 Profiles’ structure definition, and also define your Activities, Groups, and Relationships Schemas.   Here you can create new attributes, change validation 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.