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Analytics information includes summarized session information, goals and segments. CDP4S provides visualization of this information for each individual, and on-demand of more detailed session data, using a custom Lightning Web Component.

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This component can be added to the Guest (Sitecore_CDP_Guest__c) custom object, or to your configured master object. If your master object is a Lead and conversion handling is enabled, it can also display data on Contacts that have been converted from Leads.

To add the Sitecore CDP Guest component:

  • Browse to a detail page for the appropriate object, and choose Edit Page from the setup menu at top right to bring up the Lightning Builder.

  • Drag the Sitecore CDP Guest component from the Custom section in the Components toolbox to the desired area on the page. We recommend creating a separate tab for it.

  • Save the page, and activate if necessary.

CDP4S will automatically handle locating the correct Guest data for your record, if it exists.

Statistics and Guest summary

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Sessions

This list is limited to the last n visits as defined by the Maximum Visits setting.

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Detailed Analysis

CDP4S generates a number of charts to help analyze Guest behavior.

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Goals

Goal detail is record per session/visit. To see the breakdown of Goal names and values, choose Goals from the actions drop-button for the desired row in the Sessions table.

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Detailed Session Events

CDP4S only stores summary information for a limited number of sessions in Salesforce. The full list of events associated with a session can be retrieved from Sitecore CDP on demand by choosing Fetch Events… from the actions drop-button for the desired row in the Sessions table.

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