SAP Customer Data Cloud Integration Document

This document outlines the steps to set up and configure SAP Customer Data Cloud (SAP CDC) for integrating with loyalty programs. It covers the creation of sites, schemas, screen sets, consent management, and webhooks. Please follow these steps to ensure the proper configuration for loyalty enrollment and user consent handling.

Create Site

• Create a New Site for SAP CDC:
• When you create a new setup, you will be prompted with a window displaying the Site Domain (code), API Key, and Secret Key.

• Make sure to record these details for future reference.

Create Schema

• Create a Schema in SAP CDC for Custom Fields:
  • To develop custom fields, navigate to the Schema section in SAP CDC.
  • Here, you will create the custom fields that are needed for your loyalty program.
• Create Custom Fields:
  • Click on Create Fields to start the process.
    • Database: Accounts
    • Field Type: Data Fields
    • Field Name: Use the format data.{custom_fields} to define custom fields, such as Loyalty Enrollment.

Create Custom Screen Sets

• Create a Screen Set for Loyalty Enrollment:
  • Go to the Screen Sets section and duplicate an existing field.

• Provide the following details for the new screen:
  • Screen ID: Give a unique name.
  • Internal Name: Assign an internal name.
  • Screen Template: Choose a template and modify it to suit your needs.

• Customize the Screen Set:

• After creating the new screen set, you can personalize the design to match your requirements.
  • Save the screen set with the customized content.

Consent Management

• Set Up User Consent for Loyalty Enrollment:
  • Consent management ensures that users provide necessary consents before enrolling in the loyalty program.
  • There are three types of consents:
    • Terms of Service: Mandatory user consent is required.
    • Privacy Policy: Mandatory user consent is required.
    • Other Consent Statements: Optional consents can be configured as mandatory or not.

• Configure Other Consent Statements for Loyalty Enrollment:
  • Other Consent Statements can be used to collect user consent for loyalty program enrollment.

• You can use a checkbox (as shown in the "Enroll to Loyalty" example) to collect consent.

• Ensure that isConsentGranted is selected to track consent accurately.

Prerequisite for Webhooks

• Before Application Creation:
  • Only the API Key and Secret Key are shared for webhook setup.
• After Application Creation:
  • In addition to the API Key and Secret Key, the User Key will be provided.

Create Webhooks

• Set Up Webhooks:
  • Webhooks provide notifications to your server when certain Gigya events occur. These events include:
    • Account Created
    • Account Registered
    • Account Updated
    • Account Deleted
    • Account Login, and so on.

• Create a Webhook:
  • Enter a unique name for the webhook.
  • Provide the Notification URL for your server, which will receive event notifications.
  • Select the events the webhook should subscribe to.
  • After creating the webhook, add the Annex Cloud site ID in the header.
  • If the site is multi-template enabled, add the multi-template ID.

• Webhook Information:
  • Once configured, your webhook will notify you of the specified events and can send the relevant information to your server.

Display Loyalty Information in User Profile

• Loyalty Data Flow:
  • There are two primary ways that loyalty data flows from Annex Cloud to SAP CDC:
    • Triggered by Webhooks: When a webhook is triggered, Annex Cloud uses SAP CDC APIs to update loyalty data.
    • Cron Job Updates: If the loyalty data changes in the Annex Cloud system or admin portal, a cron job will update the data in SAP CDC automatically.