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Author's profile photo Jenny Xu

Customer Data Cloud Screen Sets and Alternative

Prior to discuss Customer Data Cloud’s screen-sets, we first look at and understand few terms about SAP Customer Data Cloud.

What is “Screen-Sets” of SAP Customer Data Cloud?

SAP Customer Data Cloud provides registration, log-in and other flows out of the box (OOTB), which cover most scenarios encountered when consumers log in to the website. These user-facing flows are displayed as sets of successive screens, known as Screen-Sets. 

In general, there are six major flows provided by SAP Customer Data Cloud screen-sets. In many cases, some of those flows are interconnected and one flow might be triggered by another.

  • Registration flow
  • Log-in flow
  • Update profile flow
  • Link accounts flow
  • Re-authentication flow
  • Forgot password flow

In this blog, we focus on registration and log-in screen sets to begin with. In the future, other user faced flows will be explored.

 

How does “screen-sets” apply to the registration and log-in flows within SAP Customer Data Cloud?

Lite registration flow: In a lite registration screen, the only data required by SAP Customer Data Cloud is a valid email address. This type of screen is usually used for subscriptions, and any flow where only an email is needed.

Typically, this can apply to competition sign-ups, unlocking restricted content etc.

This registration flow is sampled as below:

Standard registration and login flows: those flows are essentially the same and differ only in the first screen displayed to the user.

Commonly, we look at two registration flows by level of complexity.

A simple registration flow includes the option to log in to an existing account and registering with a social network. When a registration process completes successfully, the pop-up registration screen closes, and the user is logged in to your site.

This registration flow is sampled as below:

More details can be found via Configuring a registration completion screen

 

An advanced registration flow is triggered on top of a standard registration flow by adding several additional options, such as: 

Profile completion: this screen is triggered when information is missing from the user profile. For example, the screen may pop up in the following use cases:

  • If the user registered with a social network, but is missing the email as a mandatory field, so a prompt asks the user for the minimal required data without disrupting the ease of registration from social network.
  • If the sites include Customer Consent, the screen will appear in case the user is missing a valid consent to a required consent statement.

Account linking: this flow and process is triggered if the user is attempting to create a new site account, but that email is associated with an existing user account created by registering with a social network.

This registration flow is sampled as below:

 

What is the recommended “Screen-sets” implementation of SAP Customer Data Cloud?

Once knowing what user data and user-facing flows are required, it is important for any site to design a user experience that is flexible to meet both the business and IT objectives. To do so, it is recommended to consider the following three registration-as-a-service options within SAP Customer Data Cloud solution:

  • Out-Of-The-Box (OOTB)
  • Mark-Up Extensions
  • Account APIs

Comparisons and recommendations based on level of efforts (LOE):

Among those three deployment options, the best practice advice is to integrate the registration process and log in flows by using the OOTB option (CDC screen-sets) which involves minimum level of efforts to implement and very user friendly to deploy. The OOTB configuration screen within Customer Data Cloud is seen as below:

Additionally, SAP Customer Data Cloud allows certain levels of customisation. There are three use cases to be applied.

Screen-sets Customisation Scenarios:

  • Change the appearance of the screens, add, or remove fields, mark fields as mandatory and more. This can be done through the screens of a Screen-Set with the UI Builder or by using CDC Markup Extensions
  • Change the flows and add new screens by manually editing the HTML and CSS code provided in the default screen-sets.
  • Change the user-facing error messages. For more information, see Customising screen-set error messages

 

Hope you find this sharing insightful and enjoy the reading.

CX Intelligent Adoption & Consumption Team (IA&C CX)

 

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      2 Comments
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      Author's profile photo Kevin Hyde
      Kevin Hyde

      Thanks to this article I can learn more. Expand my knowledge and abilities. Actually the article is very real. My Fortiva

      Author's profile photo Jenny Xu
      Jenny Xu
      Blog Post Author

      Thanks Kevin for the kind feedback. Pleased to hear you enjoyed the reading and found it helpful. Thank you.