Profile Lookup and Real-time Stitching
In this section, we will perform a series of steps to do the following:
- Explore an existing CRM profile fragment
- Log-in using email to stitch an ECID based web profile to the CRM profile viewed above
Objective: In this exercise, we will perform a series of steps to simulate online behavioral events. We will look up fragmented profiles, view experience events, profile attributes and view how identities are stitched in a unified customer profile after online authentication.
Instructions:
Visit the demo site.
View your Demo Customer Profile that was imported from a CRM system:
- Open AEP UI and navigate to Customer > Profiles page
2. View Merge Policies tab
3. View Union Schema tab
4. Open the Browse tab. Search and select the Email namespace. Enter the email assigned to you on the Demo Customer Profiles page, click view, click on the Profile ID listed.
Review the customer profile fragment i.e. profile attributes, events, segment membership.
Generate an unknown web visitor profile:
Visit the demo site.
- In an incognito browser, visit the demo site above.
- Click on the Experience Platform logo in the top left corner of the page to expand the profile viewer panel.
- Browse to several pages to generate event data
- Copy your ECID value from the profile viewer.
- In Platform, search and select ECID from the Identity Namespace field.
- Paste your ECID value in the Identity Value field. Click View.
- Click on the profile ID result.
Review the profile stored for the unknown visitor i.e. events, profile attributes, segment membership.
Stitch the unknown profile to the imported known profile above
Return to the demo site.
- Click on the Sign In button on the top right corner of the page. Paste the demo customer email. Password not required. Click Sign In.
- Return to Platform. Refresh your browser on the previously unknown user's ECID (this first-time stitching may take 10 minutes to complete)
Review the unified customer profile i.e. profile attributes, events, segment membership
Click on Identity Graph from the Details page. Review the stitched identities i.e. ECID, email, phone, CRMID.
