xConnect/DEF in automation plans

Jiri Padera, Rene Naplava

OCTOBER 2018

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• Big picture

− Sitecore and xDB in Oriflame

• Intro to MA pilots

− SC8 summary

− SC9 scope and ambitions

• Technical insights

− Azure Service Bus

− Data Exchange Framework

− Automation plans

AGENDA

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• International beauty company selling direct

• Over 3 million Oriflame consultants

• Since 1967

• 60 markets

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ORIFLAME - quick facts

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• Re-platforming to Sitecore in 2014

• Globally – 60 markets

+200 mil visits / year

+30 mil orders / year (96% online)

• In peaks, over 1000 orders per minute in a single market

• Currently

Websites running globally in Sitecore 8.1

on virtual machines in MS Azure

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ONLINE PRESENCE

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South central US1. Latin America

Western Europe

2. Admin Site

3. CE

4. WE

5. CIS

6. Africa

East Asia (Hong Kong)

7. Asia

Azure datacenters

across the globe

Content

ManagementDelivery

Sites

Publishing

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1

Synchronization

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3 4 5

3 5 6

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4

2

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1

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global

regional

local

development

Languages

Adm

ins

Data

cente

rsWest Europe

South

Central

US

East Asia

CE WE AFR CIS LATAM ASIA

Global

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• Website personalization

− Explicit – based on external eCommerce and CRM data

− Integrated through Azure Service Bus and DEF

• EXM, analytics or behaviour profiling

− Issues with multi-site instances and performance

• Engagement plans

− Abandoned basket or newcomer nurturing

• Overall: xDB in SC8 - DEFOCUSED now

SITECORE 8 – xDB PILOTS

Marketing Automation

SC 8.1, EXM 3.3, DEF1.4

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• Prove fast SC9 is up to the task

• Pilot on CN specific mobile app – live on SC9

• Standalone, single-language environment

• Latest SC version, Azure PaaS deployment

• Scope

1) External data for automated notifications

2) Behavioral data (universal tracker)

3) Personalize native app (JSS)

SITECORE 9 – MA - PILOTS - SETUP

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SC 9 – MA Pilot – Part 1Automated messaging based on external data

External systemsExperience platform

Collection database

Automation engine

CRM

Data

Warehouse

E-Commerce

Segments

Favorite categories

ID

Name

Birthday

Registration

First order

WP

Push and InApp

notifications

ActionEvaluateEnroll

CN segments

Has registered

Has made first order

Is his B-day today?

Is VIP?

Is qualified for WP?

Send Push notification

Send InApp Message

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Let’s dive

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Orisales

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1st scenario

Sitecore xDBService Bus Sitecore DEF

xConnect

Provider

ServiceBus

Provider

Consultant ID

• First Name

• Last Name

• Birthdate

Contact

• Identifier

• First Name

• Last Name

• Birthdate

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Getting data from Service Bus

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Sitecore xDBService Bus

DWH

eCommerce

CRM

internal system

internal service

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Service Bus Provider implementation

• Data Exchange Framework 2.0.1

• Well documented by Sitecore: Implementing a Provider

• We are using just one way: → inside Sitecore

• DEF is running on Processing role only

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Steps

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1. Create items in Sitecore

Data Exchange Framework SDK

2. Implement Troubleshooter

check connection

create stuff in Service Bus

option to size reading

3. Implement Processor

read messages from Bus (batch)store data in Dictionary

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DEF configuration

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developers

solution

experts

Just based on provided documentation…

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Points of interest

• Different Identifiers

• Custom facet (we are extending the Sitecore data model)

• Custom predicate

• Issue with Processing role → easily solved by rule based configuration

• …

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Manual enrollment

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Ordering

service

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2nd scenario

Sitecore xDB

Registration

• Registration date

• Registration type

Event Hub

Azure Functions

Registration

service

events

events

Service 1

Service 2

consumers

xConnect Client

API

custom event

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Ordering

service

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3rd scenario

Sitecore xDB

API Gateway

Registration

service

Service 1

Service 2

consumers

xConnect Client

API

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Q & A

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Thank you!

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