IBX-5413: Ibexa CDP product guide added in Developer documentation (#…

…2317)

* CDP product guide added in dev-doc

* Updates

* Updates & Benefits section added

* Content & diagrams added

* mkdocs updated

* Update & diagram added

* Fixes

* Fix & typo

* Segment groups diagram added

* Updates after review

* Fixes after review

* Updates

* Fixes after dev-rev

* Vale fixes

* Fix

docs/cdp/cdp_guide.md

@@ -0,0 +1,123 @@
+---
+description: The Ibexa CDP (Customer Data Platform) product guide provides a full description of its features as well as the benefits it brings to the client.
+---
+
+# [[= product_name_cdp =]] product guide
+
+## What is [[= product_name_cdp =]]
+
+[[= product_name_cdp =]] is a Customer Data Platform module that helps you build unique and memorable experiences for your customers.
+By using [[= product_name_cdp =]] you can monitor and compile data about your customers' activity on multiple channels.
+It also allows you to create individual customer profiles so you can customize their experience on your platform.
+
+With [[= product_name_cdp =]] you can store and manage large volumes of customer data in a structured manner. This central data storage supports business growth with a scalable infrastructure, helping to futureproof your business.
+You can get customer data from both online and offline data sources.
+It includes first, second, and third-party data from multiple sources such as transactional systems, website tracking and behavior, POS, CRM, and others.
+
+## Availability
+
+[[= product_name_cdp =]] is available in all [[= product_name =]] editions.
+
+## How does Ibexa CDP work
+
+[[= product_name_cdp =]] unifies customer data throughout your whole organization. It helps you activate your users and give them real-time interaction.
+You can target certain user segments with the appropriate message, content, or products at the right time through the most used channels by using specified audiences.
+Customer data is gathered through a system of trackers embedded in various areas of your website.
+
+![CDP - how does it work](img/cdp_how_works.png)
+
+### Installation and configuration
+
+To start using [[= product_name_cdp =]], first you need to contact your sales representative, who provides you with a link to [register your [[= product_name_cdp =]] account](https://doc.ibexa.co/en/latest/cdp/cdp_installation/#register-in-ibexa-cdp-dashboard). When you're done with registration process, you'll be able to access a separate instance with the data needed to configure, activate, and use this feature.
+
+After your account is created, you can [download and install the [[= product_name_cdp =]] package](https://doc.ibexa.co/en/latest/cdp/cdp_installation/#install-cdp-package) that is opt-in and needs to be downloaded separately. Last step is to go through the [configuration process](https://doc.ibexa.co/en/latest/cdp/cdp_activation/cdp_configuration/).
+
+### Customer profile
+
+In [[= product_name_cdp =]] you can build 360° customer profiles. It unifies customer data from different sources to help you understand your prospects and customer needs.
+After you get customer data, you can unify and match customer profiles based on their preferences and habits. You can create and analyze complete, 360° customer profiles based on demographics, interactions, behaviors, and transactional data.
+This approach helps you create a single customer view.
+
+![Customer profile](img/customer_profile.png)
+
+### Segment groups
+
+To create a personalized customer experience, you need to group your clients into specified audiences.
+[[= product_name =]] comes with a ready solution - segment groups.
+Segment group information is reused by various [[= product_name =]] functionalities, such as [Personalization](https://doc.ibexa.co/en/latest/personalization/personalization_brochure/) or content targeting.
+
+You can [create a segment group](https://doc.ibexa.co/projects/userguide/en/latest/personalization/segment_management/) in the Back Office of [[= product_name =]]. It serves as a container for all segments data generated by [[= product_name_cdp =]].
+When you create a segment group, you need to provide its name and identifier.
+Be careful while doing so, as after you create the segment group in the Back Office and connect it to [[= product_name_cdp =]], you cannot change it in any way, including edit its name.
+
+Remember to add a segment group identifier to the configuration, under the `segment_group_identifier` field.
+
+## Capabilities
+
+### Data export
+
+Configuration in [[= product_name_cdp =]] allows you to automate the process of exporting Content, Users, and Products.
+An `ibexa_cdp.data_export` [configuration key](https://doc.ibexa.co/en/latest/cdp/cdp_data_export_schedule/#configuration-key) includes the `schedule` setting where you can find separate sections for exporting User, Content, and Product. Structure of each section is exactly the same and includes `interval` and `options` elements:
+
+- `interval` - sets the frequency of the command invoke using cron expressions, for example, '*/30 * * * *' means "every 30 minutes", '0 */12 * * *' means "every 12th hour".
+
+- `options` - allows you to add arguments that have to be passed to the export command.
+
+This configuration allows you to provide multiple export workflows with parameters. It's important, because all the types of content/product must have their own parameters on the CDP side, where each has a different Stream ID key and different required values configured per data source.
+
+Regarding data export, currently, only Stream File transport is supported and can be initialized from the configuration.
+
+For more information, see [CDP data export](https://doc.ibexa.co/en/latest/cdp/cdp_activation/cdp_data_export/).
+
+### Data customization
+
+​You can customize Content and Product data exported to [[= product_name_cdp =]] and control what Field Type information you want to export.
+With [[= product_name_cdp =]], you can export Field Types and Field Type values. They are exported with metadata and attributes, for example, ID, Field Definition name, type, value.
+
+For more information, see [data customization](https://doc.ibexa.co/en/latest/cdp/cdp_data_customization/#data-customization) documentation in Developer Documentation.
+
+### Client-side Tracking
+
+The final step is setting up a tracking script.
+For more information, see [CDP add client-side tracking](https://doc.ibexa.co/en/latest/cdp/cdp_activation/cdp_add_clientside_tracking/) and [tutorial in Raptor documentation](https://support.raptorsmartadvisor.com/hc/en-us/articles/9563346335004-Client-Side-Tracking).
+
+### Audience Builder
+
+In the Audience Builder, you can create audiences - groups of users that meet the assumed conditions.
+You can choose specific conditions: `did`, `did not`, or `have`.
+The conditions `did` and `did not` allow you to use events like buy, visit or add to a cart from online tracking. The  `have` conditions are tied to personal characteristics and can be used to track the sum of all buys or top-visited categories.
+
+You can also connect created audiences to the activations.
+
+![Audience Builder](img/audience_builder.png)
+
+## Benefits
+
+### Personalized user experience
+
+With [[= product_name_cdp =]] you can build unique and memorable experience for your customers and create individual customer profiles.
+By using 360° client profiles, you can connect with the right customer at the right moment, in the right place.
+Build extensive customer profiles that include their interactions, habits, and preferences from several touchpoints.
+
+### Segment groups
+
+Provide a personalized customer experience, group your clients into specified audiences, and provide recommendations depending on the user data.
+Create Segment groups to deliver personalized campaigns to boost engagement and conversion rates.
+
+### Audience Builder
+
+Create user groups - audiences - based on conditions and events.
+
+### Data export
+
+Export data regarding Content, Users, and Products. Data export includes automatic file mapping.
+Analyze customer data, track campaigns, and discover the most effective strategies to boost performance.
+
+### Data customization
+
+Customize data to control what Field Type information you want to export.
+
+### Real-time action
+
+Deliver relevant interactions in the right place at the right time for optimal results thanks to dynamic, real-time data updates.
+Take advantage of event-triggered communications which are aligned with your customers immediate interests.

mkdocs.yml

@@ -438,6 +438,7 @@ nav:
         - Attribute search in Elasticsearch: personalization/attribute_search_in_elasticsearch.md
     - CDP (Customer Data Platform):
         - Customer Data Platform: cdp/cdp.md
+        - CDP guide: cdp/cdp_guide.md
         - CDP installation: cdp/cdp_installation.md
         - CDP activation:
             - CDP activation: cdp/cdp_activation/cdp_activation.md