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Getting Started
Welcome to the documentation for HCL CDP, where you can find information about how to install, maintain, and use this service.
About HCL CDP
HCL Customer Data and Experience Platform (CDP) is a powerful, AI-driven platform that unifies customer data across channels to deliver real-time, actionable insights. Designed for enterprise scale, it enables hyper-personalized engagement, predictive analytics, and seamless integration with your existing MarTech stack.
System Requirement and Compatibility
System requirements and compatibility for HCL CDP. Also learn about the supported browsers and minimum resolution for the service.
What's New in HCL CDP
In this release, we have introduced some new features, and we have made changes to some existing features or functionality.
Fixed Defects
Known Issues
Known Limitations
Contact and Support
Guidelines for Efficiently Resolving Issues with HCL Technical Support.
Installation
Learn more about HCL CDP installation and deploying core components of the product.
Installing on OpenShift
This section details the installation and deployment of the services and components required for deploying HCL CDP (Customer Data Platform) on the Red Hat OpenShift platform.
Installing on AWS
This section details the installation and deployment of the services and components required for deploying HCL CDP (Customer Data Platform) on the AWS platform.
Upgrading HCL CDP Platform
This section details the upgrading HCL CDP platform on the Red Hat OpenShift platform.
Administration
Learn about how to configure, manage, and maintain HCL CDP environments. It includes details on system setup, user management, permissions, integrations, and troubleshooting, ensuring seamless operation and efficient deployment of your continuous delivery processes.
Introduction
This section provides an overview of how to create, on-board, and manage tenant accounts effectively. You will also learn how to enable channels and modules for each tenant, ensuring they have the necessary tools and functionalities to maximize their experience within the CDP.
Onboard Tenant
Enable Channel Modules
After onboarding the tenant account, enable or disable modules required for the tenant based on the proposed contract.
Enable APIs
After onboarding the tenant account, enable or disable specific API(s) (External API, Journey API), based on the services agreed upon in the contract..
SST Enhancement
To support enhanced user profile enrichment across the platform, both Pixel Listener and DI API data sources must be configured to accept and map key identity and demographic attributes. This section ensures consistent and accurate user data updates within the profile system for each campaign.
Working with System
This section describes the Data Pipeline for streamlined data flow, leveraging Customer One View for unified profiles, and orchestrating campaigns to drive targeted engagement.
CDP Overview
This page talks about the importance of CDP and its benefits.
Customer One View
This page introduces Customer One View, a feature designed to provide a comprehensive analysis of customer traits, actions, and engagement history for enhanced understanding and efficiency.
Campaign Channels
Overview of supported channels in HCL CDP and core elements used during campaign setup.
Segments Overview
This page provides a detailed explanation of segments, their use cases, and types in the HCL CDP Marketing Automation platform. Segments allow marketers to automate user targeting, reduce manual errors, and drive higher conversions through precise audience categorization.
Data Pipeline
Data Pipeline enables seamless data flow by managing events, integrating data sources, and configuring destinations for unified and actionable customer insights.
Social Engagement
This page explains how CDP integrates with Google Ads and Facebook Ads to collect, process, and display social media performance metrics.
Agentic Segment
This page explains how to write effective prompts, from basic filters to advanced segmentation logic used within the Unica Platform to create CDP segments.
Insights and Actions
This section details unify real-time dashboards and AI-driven intelligence to transform data into impactful outcomes.
Dashboard
This page explains the purpose of the dashboard and its benefits.
Integrations
HCL CDP comes with predefined APIs like get profile and data ingestion APIs.
Developer APIs
Developer APIs provide a comprehensive suite of tools for data retrieval, submission, and processing to support seamless integration and customization.
SST Enhancement API
Journey Integration
This page explains how to configure Journey integration in HCL CDP to transfer the user profile to Unica Journey account.
Discover Integration
This topic describes how to integrate HCL Discover with HCL CDP using the Data Ingestion API (DIAPI).
MaxAI Integration
This page outlines the MaxAI integration, featuring AI-powered components to enhance customer targeting, optimize communication channels and timing for improved marketing performance.
Settings
This section allows configuring product label, setting frequency caps, and so on.
Product Label
This page talks about how to configure product labels.
Frequency Caps
This page explains how to configure Frequency Caps to limit user communications and prevent message overload.
Contacts
This page explains how to configure contacts.
Link Connection
This page explains how to configure HCL link connectors with CDP.