Welcome
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.
Customer One View
Customer One View provides a centralized, 360-degree analysis of individual customer traits, engagement history, and real-time activities.
Campaign Details Overview
The Campaign Details tab provides a high-level summary and granular performance metrics for all marketing campaigns, including revenue, conversions, and spending for a specified date range.

Getting Started
Welcome to the documentation for HCL CDP, where you can find information about how to install, maintain, and use this service.
Installation
Learn more about HCL CDP installation and deploying core components of the product.
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.
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
  Customer One View provides a centralized, 360-degree analysis of individual customer traits, engagement history, and real-time activities.
  - Demogarahic Overview
    The demographic overview provides a high-level visual summary of customer demographics and geographic distribution.
  - Searching for a Customer Profile
    Search for specific customers to view their unified profile, activity history, device information, campaign, and channel for products that the customer is associated with.
  - Profile Details Overview
    The profile details section provides a unified, 360-degree view of a customer by consolidating personal, behavioral, and technical data into a single interface.
  - Activity Details
    The Activity section provides a detailed chronological log of user events, engagement actions, and technical metadata captured within a specified timeframe.
  - Campaign Details Overview
    The Campaign Details tab provides a high-level summary and granular performance metrics for all marketing campaigns, including revenue, conversions, and spending for a specified date range.
- Campaigns Overview Reference
  The Campaigns overview page provides a centralized dashboard to view, filter, and monitor all marketing campaigns configured within your HCL CDP tenant.
- 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.
Integrations
HCL CDP comes with predefined APIs like get profile and data ingestion APIs.
Settings
This section allows configuring product label, setting frequency caps, and so on.
System Data Model

Campaign Details Overview

The Campaign Details tab provides a high-level summary and granular performance metrics for all marketing campaigns, including revenue, conversions, and spending for a specified date range.

Campaign Performance Metrics

The dashboard displays real-time key performance indicators (KPIs) to evaluate marketing effectiveness at a glance:

Total Campaigns: The total number of marketing initiatives currently running (for example, 10).
Top Performing: The count of campaigns meeting or exceeding specific success criteria.
Conversions: The number of successful user actions completed through the campaigns.
Revenue: The total monetary value generated from campaign activities (for example, ₹43,254).
Spent: The total cost incurred for the delivery of these campaigns.

Campaign Details by Channel

The campaign table allows you to analyze customer interactions across various channels. You can filter the view by specific product categories like Business Loans or Education Loans and adjust the date range to narrow the results.

The following data points are tracked for each campaign:

Campaign Code and Name: Unique identifiers for the campaign, such as Health Insurance (C000000109) or Prepaid Cards (C000000157).
Channel: The delivery method used for the campaign (for example, Email, SMS, or WhatsApp).
Sent: The specific timestamp indicating when the marketing communication was dispatched to the customer.
Revenue and Spent: Financial tracking per campaign interaction. For example, many individual SMS entries show a spend of ₹0.115.
Offer: The specific promotion or incentive associated with the campaign code.
Actions Received: List of engagement statuses and events triggered by the user, including Sent, Delivered, and Clicked.