Introduction
CDP uses Exact and Fuzzy matching techniques to provide a 360 degree profile of a customer by:
- Integrating customer data
- Processing ingested customer records
- Standardizing individual customer records
- De-duplicating records into a single master customer record
CDP links all customer activities into this single customer profile, and enhances the profile with behavioral and predictive analytics. It gives you a single customer record that you can leverage for all your marketing activities and customer interaction.
The CDP 360 Profile API is a secure REST API to search and find specific customers. To access the 360 degree profile of a customer, the Search API queries the data from individual customer records. For each search result, there is a link to the 360 profile of that customer. You can configure the 360 Profile API to meet your unique business needs.
For all APIs, specify:
- Content-Type as
applicationorjson - Content-Length as
0
Best practices
The following are the best practices for a smooth integration:
- Avoid the Search API by going straight to the 360 Customer Profile API with the customer’s unique identifier
- Reuse the same authentication token across all servers
- For the 360 Customer Profile API, configure the
fieldsparameter to only fetch the resources that you need
Requirements
The following sections specify the requirements of the 360 Customer Profile API.
Subdomains
Before integrating with CDP’s 360 Profiles APIs, you must request the following values or variables from your implementation consultant:
- Pre-production (CS) environment:
- Environment Subdomain1 (string) - for /authentication endpoint
- Environment Subdomain2 (string) - for /dw/a360/ endpoint
- Tenant ID (integer)
- Production environment:
- Environment Subdomain1 (string) - for /authentication endpoint
- Environment Subdomain2 (string) - for /dw/a360/ endpoint
- Tenant ID (integer)
Example values for Environment Subdomain1:
| Environment | Pre-Production | Production |
|---|---|---|
| US AWS | cs-auth | auth |
| EU AWS | cs-auth.eu | auth.eu |
| US GCP | cs-gcp-auth | auth8 |
Example values for Environment Subdomain2:
| Environment | Pre-Production | Production |
|---|---|---|
| US AWS | cs-api6-green | api7 |
| EU AWS | cs-api6.eu | api6.eu |
| US GCP | cs-gcp-api6 | api8 |
Tenant IDs are client-specific and can only be provided by your implementation consultant or customer value manager.
Authentication through access tokens
To access any API from CDP, retrieve an access token by invoking the authentication API. You can fetch an existing active token through a GET request by:
https://<environmentSubdomain1>.agilone.com/token
To authenticate through access token:
- Use the
HTTPS GETrequest method. - Enter your username and password through the
HTTP Basic Authmechanism (base64 encoded). - Ensure that:
- Content-Type is set to
applicationorjson. - Content-Length is set to
0.
- Content-Type is set to
If no existing tokens are available, log in through a POST request:
https://<environmentSubdomain1>.agilone.com/authentication?action=login
To authenticate through a POST request:
- Use the
HTTPS POSTrequest method. - Enter your username and password through the
HTTP Basic Authmechanism (base64 encoded). - Ensure that:
- Content-Type is set to
applicationorjson. - Content-Length is set to
0.
- Content-Type is set to
In both the instances, the response json includes the access_token with token_type as bearer. You must pass the bearer token with all subsequent 360 Profile API calls. The response JSON also includes an expires_in attribute, which is the time in seconds in which the token expires. Subsequent API calls in this document require the following headers:
- Authorization: Bearer <your bearer token obtained from the auth API>
- Content-Type:
applicationorjson - Content-Length:
0
By default, a single client user is limited to 10 tokens. If a client user is shared among other users, each concurrent session that shares the same client user must share the same bearer token. Do not log in and instantiate a new bearer token for each concurrent read session because it causes your 10th oldest token to become logged out and denied.
Search API
Using Search API, you can search and find specific customers. Searchable attributes include:
- First name
- Last name
- Email address
- Source Customer Number
- Primary phone
- Primary address attributes (address1, address2, zip, state, country)
CDP supports the following mechanisms for search:
- Keyword search
- Attribute-specific search
The results are always ranked by relevance based on the search criteria.
Keyword search
This API supports a search, which is similar to a search engine search where you can pass a keyword or pattern as input and the search result includes any records where this keyword appears in any of the indexed attributes.
https://<environmentSubdomain2>.agilone.com/v2/<tenantId>/dw/a360/customers?searchTerm=<your search term> (HTTP Get operation)
The search term supports various regression patterns. The most used pattern is the wild-card search with a * character. For example, searchTerm=john* includes search results that starts with the term john in any of the indexed attributes:
https://<environmentSubdomain2>.agilone.com/v2/<tenantId>/dw/a360/customers?searchTerm=john*
Attribute-specific search
Using this API, you can search for values or patterns on specific attributes. For example, you can search for customer records with the John* pattern in the first name and Smith* in the last name.
https://<environmentSubdomain2>.agilone.com/v2/<tenantId>/dw/a360/customers?fq=<attribute-value patterns> (HTTP Get operation)
CDP supports the following attributes in the search:
- FirstName
- LastName
- SourceCustomerNumber
- PrimaryPhone
- Zip
- Country
- State
- Address1
- Address2
Example:
https://<environmentSubdomain2>.agilone.com/v2/<tenantId>/dw/a360/customers?fq=[{"lastName":["eq","smith*"],"firstName":["eq","john*"]}]
Important
If you are using a GCP cluster to make the API call, the search results can display an unwanted port value in the customer profile URL. If you face such an issue, send Key and Value as X-Forwarded-Port and 443 respectively in the request payload.
Search Results
To help identify the customer you are looking for, each result returned in the JSON includes a link to access the 360 profile of that customer along with select attributes for that record. For example, you can display these attributes included in the response as a preview of the records in the results as displayed in the UI, without having to get the full individual records.
When the results are a longer list, the API paginates the results it returns. You can pass limit and offset parameters in the request to page through a set of search results when the result set is larger.
Example:
https://<environmentSubdomain2>.agilone.com/v2/<tenantId>/dw/a360/customers?fq=[{"lastName":["eq","smith*"],"firstName":["eq","john*"]}]&limit=10&offset=0
This fetches the first 10 search results.
Using the link provided on each result, you can access the 360 profile of that customer.
...
"_embedded": {
"resources": [{
"_links": {
"self": {"href": <link to the customer record>}
},
"zip": <value or null>,
"country": <value or null>,
"firstname": <value or null>,
"address2": <value or null>,
"address1": <value or null>,
"sourcecustomernumber": <value or null>,
"id": <value or null>,
"state": <value or null>,
"primaryphone": <value or null>,
"email": <value or null>,
"lastname": <value or null>
}, {
"_links:{..}, <attribute and values>
}]
}
An example of full JSON returned from search API is in the later section.
Parameters
The API supports the following parameters:
- limit - Limit affects the maximum number of child customer records that are returned. The default limit is 40.
- offset - Offset allows you to paginate through the child customer records returned in the response. The default offset is 0. For example, if the API returns 40 records, a limit is not specified and the search matches more that 40 records, then to review the next 40 records you must set the offset to 40.
360 Customer Profiles API
The 360 Customer Profile API is accessible here:
https://<environmentSubdomain2>.agilone.com/v2/<tenantID>/dw/a360/customers/<customerID>
From this API, you can access the following details of the 360 profile of a customer:
- Customer Summary attributes
- Transaction details of the customer
- Events related to the customer showcasing the customer journey
- Individual customer record details that were de-duplicated into this master customer record
- Household Summary
In addition to this standard functionality, tenant-specific configurations can tailor this to your unique business needs. The following section explains what you can add through configuration.
The returned JSON always includes a self link to this 360 customer profile.
Example:
https://<environmentSubdomain2>.agilone.com/v2/<tenantId>/dw/a360/customers/FTP_CSV_1_102720214
The following is the example syntax:
{
"_links":{
"self":{
"href": <link to this customer 360 profile>
}
Parameters
The API supports the following parameters:
- limit - Limit affects the maximum number of objects per resource that are returned. For each resource, the default return limit is 40 objects. However, you can alter this behavior with the limit parameter. For example, if you want more than 40 events to be returned, you can append
?limit=<what you want>to your request URL - fields - If you want only specific resources to be returned and not the entire customer 360 profile, then you can specify the array of resources you want to be returned. For example, if you want the master customer profile and transactions to be returned, then you can append
? fields=["customersummary","transaction"]to your request URL. The resource options includes:- customersummary
- customer
- transaction
- event
- household
- toprecommendations
Customer summary (master customer) attributes
Customer summary attributes returned in the JSON include basic profile attributes, preferences including opt-in or opt-out information for different marketing channels, summaries calculated by CDP based on transactions, summaries calculated by CDP based on events, and predictive analytics.
The attribute names are self-explanatory. For more information, see Customer Summary.
- Customer Name (customersummary.FirstName, customersummary.LastName, customersummary.MiddleName)
- customersummary.Gender
- Customersummary.email
- customersummary.EmailStatus
- customersummary.MasterCustomerID //Internal to CDP, the id of the de-duped master customer record
- The primary address of the customer (customersummary.Address1, customersummary.Address2, customersummary.City, customersummary.State, customersummary.Country, customersummary.ZipCode)
- customersummary.AddressCertified
- ustomersummary.PrimaryPhone
- customersummary.MobilePhone
- customersummary.averagediscountrate
- customersummary.closeststore
- customersummary.FirstTransactionDate
- customersummary.frequency
- customersummary.Preferences //This includes the DNE, DNM flags for opt-in information.
- customersummary.primarystore
- customersummary.primaryOrganization
- customersummary.Tenuredays
- customersummary.TotalClickCount31_60Days
- customersummary.TotalClickCountLast30Days
- customersummary.TotalOpenCount31_60Days
- customersummary.TotalOpenCountLast30Days
- customersummary.TotalSendCount31_60Days
- customersummary.TotalSendCountLast30Days
- customersummary.TotalRevenue
- customersummary.TotalRevenue_Last12Months
- customersummary.TotalRevenue_Last13_24Months
- customersummary.TotalTransactionCount
- customersummary.TotalTransactionCount_Last12Months
- customersummary.TotalTransactionCount_Last13_24Months
- customersummary.TotalVisitCount31_60Days
- customersummary.TotalVisitCountLast30Days
The following is the example syntax snippet in the returned JSON for customer summary attributes:
"{\"displayResourceKey\":\"$customersummaryAttributes\",\"resource\":\"customersummary\",\"layout\":\"cat\"}": [{
"values": [{
"layout": <layout info relevant to CDP customer 360 UI>,
"udmColumn": "customersummary.<attribute name>",
"value": <Value>
},
{<Similarly, details of other customer summary attribute>}
],
"children": [] //For any 1->many customerSummary attributes.
}]
Transaction details
The transactions linked to this master customer record are returned as part of the 360 profile. This includes the transaction details and the related transaction items. Note that these are the transactions across all channels (web and store).
For more information on the attributes included in the Transaction and TransactionItem, see Appendix.
You can have additional configurations so that other transaction and transaction item attributes are returned. For more information, see Additional Configuration.
The following is the example syntax:
{\"displayResourceKey\":\"$customerTransaction360\",\"resource\":\"transaction\",\"layout\":\"cat\"}":[
{<Details of the latest transaction including 'children' section for details of each transactionItem that is part of this transaction},
{<Details of next transaction and so on>}
]
Events
The events associated with this customer are returned in the JSON. These events include email, webtag and other customer events the customer sends.
Note that the transactions are in the separate transactions section of the JSON and are not included in the events section.
For example, on the product browsed event, the children section includes the sourceProductNumber of the products browsed. On the email events, CDP includes the message name in the details.
The following is the example syntax:
"{\"displayResourceKey\":\"$customerJourney\",\"resource\":\"event\",\"layout\":\"cat\"}": [{
"values": [{
"layout": <layout info relevant to CDP customer 360 UI>,
"udmColumn": "event.EventTimeStamp",
"value": "1455639057000" //Timestamp value in UTC
}, {
"layout": <layout info relevant to CDP customer 360 UI>,
"udmColumn": "event.Type",
"value": <event type> //Ex: emailOpen
}],
"children": [
[<Additional details about this event>]
]
}, <Other events>
}],
Individual (child) customer records
The returned JSON includes information about the individual customer records, which are de-duped into this master customer record.
The collection attributes that are part of this record are returned in the children section. For example, multiple addresses can be related to a customer record and are returned in this section. For each address, the attributes returned include - address.Address1, address.Address2, address.Country, address. Zip, address.State, address.City, address.Certified.
The following is the example syntax:
""{\"displayResourceKey\":\"$customer\",\"resource\":\"customer\",\"layout\":\"cat\"}": [{
"values": [{
"layout": <layout info>,
"udmColumn": "customer.FirstName",
"value": <value>
},
//Similarly data for other attributes
],
"children": [
//For the 1->many info
[{
"layout": <layout info>,
"udmColumn": "customeraddressxref.DeleteFlag",
"value": <value>
}, <Other address attributes>
Return codes
The following are the return codes on the response:
- 404: Customer number was not found. It is not an error.
- 400: Bad request due to malformed or syntax error.
- 401: Unauthorized. Check the credentials.
- 500: 360 Client failed. Check with the operations team.
- 200: Successful call.
Additional Configuration Options
The 360 Profile API is built to be configurable to meet the unique business needs of your organization. For more information, contact your customer value manager.
The following are the supported customizations:
- Household details
- Product recommendations (user to product recommendations)
- Cross-brand customer details (master customer group summary)
- Custom attributes on customer summary, transaction (item), event.
- Custom events in the customer journey
- Custom entities related to the customer such as pets, wishlist, and call center record.
Success rate of 360 Profiles API
The success rate of the customer 360 Profiles API is approximately 98%.
Appendix
Appendix 1: Sample attributes in 360 profile
The following are the attributes returned in the 360 profile JSON for specific entities. Note that these could change in future. Also configurations can change the exact list returned when you invoke the API.
Transaction attributes: SourceTransactionNumber, Total, TransactionTimestamp, Type.
TransactionItem attributes: Discount, SaleRevenue, ShippingRevenue, ShipDate, Subtype (Shipped or Returned or Demand or Canceled), Type.
For each individual customer record, the attributes are: customer.lastName, customer.SourceSystemID, customer.SourceCustomerNumber, customer.Email, customer.EmailStatus.
Event attributes: event.EventTimeStamp and event.Type attributes. Additional event details are returned in the children section.
Excluded A360 response fields in the snowflake database
The following fields are not present in the Snowflake database:
rowKey: Fetches the records and debugs.rowKeyis not consumed downstream.
displayResourceKey: No direct application of this field in the Snowflakedatabase.
layout: No direct application of this field in the Snowflake database.ignore flag: No direct application of this field in the Snowflake database.
Appendix 2: Sample JSONs
JSON returned from search API
https://api7.agilone.com/v2/465/dw/a360/customers?fq=[{%22lastname%22:[%22eq%22,%22cartwright*%22],%22firstname%22:[%22eq%22,%22katey*%22]}]&limit=10&offset=0
returns:
{
"count": 3,
"_links": {
"self": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers"
},
"first": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers?offset=0&offset=0&limit=10&limit=10&fq=%5B%7B%22lastname%22:%5B%22eq%22,%22cartwright*%22%5D,%22firstname%22:%5B%22eq%22,%22katey*%22%5D%7D%5D"
},
"last": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers?offset=0&offset=0&limit=10&limit=10&fq=%5B%7B%22lastname%22:%5B%22eq%22,%22cartwright*%22%5D,%22firstname%22:%5B%22eq%22,%22katey*%22%5D%7D%5D"
}
},
"_embedded": {
"resources": [
{
"_links": {
"self": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers/FTP_CSV_1_360profile_customer_13"
}
},
"zip": "04473",
"country": "US",
"firstname": "Katey",
"address2": null,
"address1": "4 Colburn Dr",
"sourcecustomernumber": "360profile_customer_13",
"id": "FTP_CSV_1_360profile_customer_13",
"state": "ME",
"primaryphone": "2039124771",
"email": "[email protected]",
"lastname": "Cartwright"
},
{
"_links": {
"self": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers/FTP_CSV_1_360profile_customer_11"
}
},
"zip": "94043",
"country": "US",
"firstname": "Katey",
"address2": null,
"address1": "1091 N Shoreline Blvd",
"sourcecustomernumber": "360profile_customer_11",
"id": "FTP_CSV_1_360profile_customer_11",
"state": "CA",
"primaryphone": "(203) 912-4771",
"email": "[email protected]",
"lastname": "Cartwright"
},
{
"_links": {
"self": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers/FTP_CSV_1_360profile_customer_17"
}
},
"zip": "94043",
"country": "US",
"firstname": "Katey Cole",
"address2": null,
"address1": "1091 N Shoreline Blvd",
"sourcecustomernumber": "360profile_customer_17",
"id": "FTP_CSV_1_360profile_customer_17",
"state": "CA",
"primaryphone": null,
"email": "[email protected]",
"lastname": "Cartwright"
}
]
}
}
JSON returned from customer 360 Profile API
https://api7.agilone.com/v2/465/dw/a360/customers/FTP_CSV_1_360profile_customer_11?limit=25
returns:
{
"customerIds": [
"FTP_CSV_1_360profile_customer_11",
"FTP_CSV_1_360profile_customer_12",
"FTP_CSV_1_360profile_customer_13",
"FTP_CSV_1_360profile_customer_14",
"FTP_CSV_1_360profile_customer_15",
"FTP_CSV_1_360profile_customer_16",
"FTP_CSV_1_360profile_customer_17"
],
"householdCustomerIds": [
"FTP_CSV_1_360profile_customer_11"
],
"realtimeData": {},
"{\"displayResourceKey\":\"$householdSummary\",\"resource\":\"householdsummary\",\"layout\":\"customer\"}": [
{
"rowKey": " \\x00\\x00\\x01\\xD1\\xFF\\xFF\\xFF\\xF3\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x01FTP_CSV_1_360profile_customer_11",
"values": [
{
"udmColumn": "householdsummary.FirstTransactionDate",
"value": "1475638320000"
},
{
"udmColumn": "householdsummary.Frequency",
"value": "1.7892156862745099"
},
{
"udmColumn": "householdsummary.HouseholdID",
"value": "FTP_CSV_1_360profile_customer_11"
},
{
"udmColumn": "householdsummary.PrimaryBrand",
"value": "John Cordan"
},
{
"udmColumn": "householdsummary.PrimaryOrganization",
"value": "Physical"
},
{
"udmColumn": "householdsummary.primarystore",
"value": "Chicago store"
},
{
"udmColumn": "householdsummary.recencydays",
"value": "467"
},
{
"udmColumn": "householdsummary.State",
"value": "CT"
},
{
"udmColumn": "householdsummary.tenuredays",
"value": "1020"
},
{
"udmColumn": "householdsummary.TotalDiscount",
"value": "134"
},
{
"udmColumn": "householdsummary.TotalRevenue",
"value": "2840"
},
{
"udmColumn": "householdsummary.TotalRevenue_13_24Months",
"value": "2351"
},
{
"udmColumn": "householdsummary.TotalRevenue_Last12Months",
"value": "0"
},
{
"udmColumn": "householdsummary.TotalTransactionCount",
"value": "5"
},
{
"udmColumn": "householdsummary.TotalTransactionCount_Last12Months",
"value": "0"
},
{
"udmColumn": "householdsummary.TotalTransactionCount_Last13_24Months",
"value": "4"
},
{
"udmColumn": "householdsummary.Zipcode",
"value": "06880"
},
{
"udmColumn": "householdsummary.aovgroup",
"value": "500+"
},
{
"udmColumn": "householdsummary.LastTransactionDate",
"value": "1523414640000"
},
{
"udmColumn": "householdsummary.Address1",
"value": "17 Ferry Ln"
},
{
"udmColumn": "householdsummary.Address2",
"value": "Unknown"
},
{
"udmColumn": "householdsummary.averagediscountrate",
"value": "0-5%"
},
{
"udmColumn": "householdsummary.City",
"value": "Westport"
},
{
"udmColumn": "householdsummary.Country",
"value": "US"
}
],
"children": [],
"ignore": false
}
],
"{\"displayResourceKey\":\"$utoprecommendations\",\"resource\":\"utoprecommendations\",\"layout\":\"customer\"}": [
{
"rowKey": "\\x06\\x00\\x00\\x01\\xD1\\xFF\\xFF\\xFC\\x0E\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x01FTP_CSV_1_360profile_customer_11",
"values": [
{
"udmColumn": "utoprecommendations.MasterCustomerID",
"value": "FTP_CSV_1_360profile_customer_11"
}
],
"children": [
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203352"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "2"
},
{
"udmColumn": "product.name",
"value": "O handle casserole"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203352.png"
}
],
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203364"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "5"
},
{
"udmColumn": "product.name",
"value": "Caicos Sarah Maria"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203364.png"
}
],
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203356"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "4"
},
{
"udmColumn": "product.name",
"value": "Pitcher with rings"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203356.png"
}
],
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203358"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "3"
},
{
"udmColumn": "product.name",
"value": "oval serving dish glass melt"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203358.png"
}
],
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203362"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "1"
},
{
"udmColumn": "product.name",
"value": "Breakfast bundle"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203362.png"
}
]
],
"ignore": false
}
],
"{\"displayResourceKey\":\"$customerTransaction360\",\"resource\":\"transaction\",\"layout\":\"customer\"}": [
{
"rowKey": "%\\x00\\x00\\x01\\xD1\\xFF\\xFF\\xFF\\xF5\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x01FTP_CSV_1_360profile_customer_14\\x00\\x00\\x01b\\xB2\\x96\\xA5\\x80I{\\xFA\\x18\\x82wE\\xF6LHb\\x8D\\xC0\\xC7\\xED\\x87\\xD7\\xE1\\xAD\\xBF",
"values": [
{
"udmColumn": "organization.type",
"value": "Physical"
},
{
"udmColumn": "transaction.CustomerID",
"value": "FTP_CSV_1_360profile_customer_14"
},
{
"udmColumn": "transaction.TransactionTimestamp",
"value": "1523414640000"
},
{
"udmColumn": "transaction.SourceTransactionNumber",
"value": "STORE7_20180410194400"
},
{
"udmColumn": "transaction.Total",
"value": "660"
},
{
"udmColumn": "transaction.Type",
"value": "Purchase"
}
],
"children": [
[
{
"udmColumn": "transactionitem.Type",
"value": "Purchase"
},
{
"udmColumn": "transactionitem.Subtype",
"value": "Shipped"
},
{
"udmColumn": "transactionitem.SaleRevenue",
"value": "310"
},
{
"udmColumn": "product.Name",
"value": "Casserole dish"
},
{
"udmColumn": "product.SourceProductNumber",
"value": "101203346"
},
{
"udmColumn": "product.ProductURL",
"value": null
},
{
"udmColumn": "product.BrandName",
"value": "Steve Arleo"
},
{
"udmColumn": "transactionitem.ShippingRevenue",
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