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Co-authored-by: Mustapha Unubi Momoh <[email protected]>
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# Creating a Retail Demo Store account | ||
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1 - Creating the Account > [2 - Personalization](2-Personalization.md) | ||
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> Before getting started, we advise you to use a Private Window (Firefox) or Incognito Window (Chrome) to make sure you don't mix different demo profiles in the same browser session | ||
Since several of the features of the Retail Demo Store require a user/customer account to demonstrate effectively, this section will describe the process of creating a user account using the Retail Demo Store’s web user interface. This process also provides a good demonstration of how Amazon Cognito is used to implement user account and authentication. | ||
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Click the “Sign In” button in the right side of the top navigation bar. This will take you to the Sign In page. Click the “Create account” link at the bottom of the Sign In form as shown below. These forms are provided by Cognito. | ||
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![image.png](../workshop/images/retaildemostore-create-acct-link.png) | ||
![image.png](../assets/retaildemostore-create-acct-link.png) | ||
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Figure 3. Create Account Link. | ||
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Complete the “Sign Up Account” form by entering appropriate values in each field. Note that your password must meet the complexity requirements configured in Amazon Cognito (upper- and lower-cased characters, numbers, and special characters). In addition, be sure to enter a valid email address since Cognito will send you a confirmation code via email once you submit the form. Otherwise, the only way to confirm your account is manually in the Cognito User Pool page in the AWS console. If you need to create multiple accounts to demonstrate behavior across users, a useful tip is to append a different mailbox name (“+” notation) to the username portion of your email address for each user account. For example, [email protected]. You will still receive emails addressed using this format in your inbox. | ||
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![image.png](../workshop/images/retaildemostore-create-acct.png) | ||
![image.png](../assets/retaildemostore-create-acct.png) | ||
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Figure 4. Create Account page. | ||
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Within a few seconds after pressing the “Create Account” button on the “Sign Up Account” form you should receive an email on the provided email address. The email will contain a 6-digit confirmation code. Enter this code on the “Confirm Sign Up” form and press the “Confirm” button. If you don’t receive a confirmation code, you can have it resent or you can manually confirm your user account in the Amazon Cognito User Pool page in the AWS console in the AWS account where the Retail Demo Store instance has been deployed. | ||
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![image.png](../workshop/images/retaildemostore-confirm.png) | ||
![image.png](../assets/retaildemostore-confirm.png) | ||
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Figure 5. Confirm New Account. | ||
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Once your user account has been confirmed, you can sign in to your account with your username and password. | ||
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![image.png](../workshop/images/retaildemostore-signin.png) | ||
![image.png](../assets/retaildemostore-signin.png) | ||
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Figure 6. Sign In to Account. | ||
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You can tell if you’re signed in if the “Sign In” button in the top navigation is replaced by your username. | ||
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## Next Steps | ||
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- [Personalized Experience](2-Personalization.md) |
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# Retail Geofencing and Location-aware Personalization with Amazon Location Services | ||
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# Retail Geofencing and Location-aware Personalization | ||
Amazon Location Services is an Amazon provision of maps, location indexing, geofencing, user tracking, and routing. Geofencing can be used to set off chains of events just when they need to be set off - when your customer is in the right place, at the right time. In this demo we use it together with the ecommerce platform and Amazon Pinpoint to engage customers when they approach physical stores. | ||
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Customers are inspired to opt in to share their location by being provided with personalized offers. These offers can be related to customer preferences, local stock levels, and more. In this demo we use Amazon Personalize to select an offer to show to a consumer that can be redeemed in-store. The consumer has the extra convenience and we have enaged with them in a targeted fashion and, moreover, attracted them into our bricks and mortar store where the experience will be, naturally, more personal than online. | ||
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There is also an in-store interface that shows a sample view for store staff showing orders that are about to be collected, and transactional messaging for user and store staff around pickup that is triggered by the user approaching the store for pickup. | ||
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is an Amazon provision of maps, location indexing, geofencing, user tracking, and routing. | ||
Geofencing can be used to | ||
set off chains of events just when they need to be set off | ||
- when your customer is in the right place, at the right time. | ||
In this demo we use it together with the ecommerce platform and Amazon Pinpoint | ||
to engage customers when they approach physical stores. | ||
## Using the Location Services Demo | ||
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To use the Amazon Location functionality, Location Services must be enabled in your region. First, ensure you are deploying Retail Demo Store in a region in which Location is enabled. Next, enable "Deploy Location Services resources" and "Deploy personalized offers and pickup notices using Location Services geofencing" when deploying or updating the solution from CloudFormation. A Location geofence will be set up for you. | ||
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From any Retail Demo Store "Shop" menu You can access the Location "In-Store View" where you can see orders made to be collected from in-store. From there you can navigate to "Location Geofence" where you can see the Location Services-provided map and simulated user - from here you can initiate simulations of users travelling close to the default configured store either during a scenario where Location Services can be used to enable a quick collection of bought products and related messaging using Pinpoint Transactional Messaging to email, SMS or web ("collection" scenario), or where the user might be inspired to enter the store to make a new purhcase through the triggering of personalised messages sent using Pinpoint Campaigns to email, SMS and web, either containing offers chosen with Amazon Personalize or containing notices about unfinished shopping carts ("purchase" scenario). | ||
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Customers are inspired to opt in to share their location by being | ||
provided with personalized offers. These offers can be related to | ||
customer preferences, local stock levels, and more. In this demo | ||
we use Amazon Personalize to select an offer to show to a consumer | ||
that can be redeemed in-store. The consumer has the extra convenience | ||
and we have enaged with them in a targeted fashion and, moreover, | ||
attracted them into our bricks and mortar store where the experience | ||
will be, naturally, more personal than online. | ||
### Enable email sending. | ||
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If you are in the email "sandbox" for Pinpoint, then all recipient emails must be verified according to the below process, to ensure that the emails will be sent. | ||
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There is also an in-store interface that shows a sample view for store | ||
staff showing orders that are about to be collected, and transactional messaging | ||
for user and store staff around pickup that is triggered by the user approaching | ||
the store for pickup. | ||
* After deploying the demo, navigate to your Pinpoint application called "retaildemostore" in the UI Console (https://console.aws.amazon.com/pinpoint/home making sure that the region is the same one in which you deployed your demo). | ||
* Click on "Settings" > "Email" in the navigation menu. | ||
* Under the "Identities" tab, click "Edit". | ||
* Ensure the email channel for the project is set to "Enabled" (this will be set after Amazon Personalize campaigns are finished deploying, but you may set it beforehand). | ||
* For the email that you used when you deployed the solution under "Reply-To email address", ensure that the email address is verified. Select this as your "Default sender address". | ||
* For every email to which you plan to send emails, ensure that the email address is verified. | ||
* Save the changes. | ||
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Note that you can manage your email and SMS limits within the "Settings" > "Email" and "Settings" > "SMS and voice" menus available under your Pinpoint project. Also note that there are additional limits imposed when your account is in the Pinpoint "sandbox". | ||
Enable SMS sending. | ||
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Using the Location Services Demo | ||
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To use the Amazon Location functionality, Location Services must be enabled in your region. | ||
First, ensure you are deploying Retail Demo Store in a region in which | ||
Location is enabled. Next, enable | ||
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and "Deploy personalized offers and | ||
pickup notices using Location Services geofencing" | ||
when deploying or updating the solution from CloudFormation. | ||
A Location geofence will be set up for you. | ||
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From any Retail Demo Store "Shop" menu You can access the Location "In-Store View" | ||
where you can see orders made to be collected from in-store. From there you can navigate to | ||
"Location Geofence" where you can see the Location Services-provided map and simulated user | ||
- from here you can initiate | ||
simulations of users travelling close to the default configured store either during a scenario | ||
where Location Services can be used to enable a quick collection of bought products | ||
and related messaging using Pinpoint Transactional Messaging to email, SMS or web | ||
("collection" scenario), or where the user might be inspired to enter the store to make a | ||
new purhcase through the triggering of personalised messages sent using Pinpoint Campaigns | ||
to email, SMS and web, either containing offers chosen with Amazon Personalize or containing | ||
notices about unfinished shopping carts ("purchase" scenario). | ||
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If you are in the email "sandbox" for Pinpoint, then all recipient | ||
emails must be verified according to the below process, to ensure | ||
that the emails will be sent. | ||
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After deploying the demo, navigate to your Pinpoint application | ||
called "retaildemostore" in the UI Console | ||
(https://console.aws.amazon.com/pinpoint/home making sure that the region | ||
is the same one in which you deployed your | ||
demo). | ||
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Ensure the email channel for the project is set to "Enabled" | ||
(this will be set after Amazon Personalize campaigns | ||
are finished deploying, but you may set it beforehand). | ||
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For the email that you used when you deployed the solution | ||
under "Reply-To email address", ensure that the email | ||
address is verified. Select this as your "Default sender address". | ||
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For every email to which you plan to send emails, | ||
ensure that the email address is verified. | ||
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Note that you can manage your email and SMS limits within the | ||
"Settings" > "Email" and "Settings" > "SMS and voice" | ||
menus available under your Pinpoint project. | ||
Also note that there are additional limits imposed when your account is | ||
in the Pinpoint "sandbox". | ||
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Ensure any phone number in the Pinpoint database | ||
to which you intend to send promotional messages (the "purchase" journey | ||
above - for the "collection" journey, the phone number will be recorded against the order) | ||
has opted in to receive promotional messages. For more information on how to ensure this, | ||
see the section in the | ||
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Pinpoint messaging workshop. | ||
In brief, you need to (in the USA): | ||
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Subscribe to a long-code that supports SMS through the Pinpoint UI so that Pinpoint has a number | ||
to send messages from (this is a requirement in the USA to send messages). | ||
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Enable 2-way messaging on that long-code and choose the SNS PinpointIncomingTextAlerts | ||
topic that was deployed along with Retail Demo Store to send messages to, so that responses | ||
to verification SMS messages can be processed to opt in users. | ||
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Enter your phone number from the UI to start the verification process and reply to the text | ||
message sent to your phone to opt in. | ||
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import {mapState} from 'vuex'; | ||
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import ArticleLayout from '../ArticleLayout.vue'; | ||
import ArticleFeature from '../ArticleFeature/ArticleFeature.vue'; | ||
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export default { | ||
name: 'LocationServices', | ||
components: {ArticleLayout, ArticleFeature}, | ||
computed: {...mapState({isMobile: (state) => state.modal.isMobile})}, | ||
}; | ||
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.digital-interactions { | ||
margin-bottom: 9rem; | ||
} | ||
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.logo-and-quote--mobile { | ||
margin-bottom: 20px; | ||
flex-direction: column; | ||
} | ||
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.logo-and-quote--mobile .dominos { | ||
width: auto; | ||
max-width: 300px; | ||
} | ||
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.cloudformation-text { | ||
font-family: "Droid Sans Mono", "Courier New", monospace; | ||
} | ||
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.subheading { | ||
font-size: 70%; | ||
font-weight: bold; | ||
} | ||
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.feature-subheading { | ||
font-size: 100%; | ||
} | ||
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Ensure any phone number in the Pinpoint database to which you intend to send promotional messages (the "purchase" journey above - for the "collection" journey, the phone number will be recorded against the order) has opted in to receive promotional messages. For more information on how to ensure this, see the "Two-Way SMS with Pinpoint" section in the Pinpoint messaging workshop. In brief, you need to (in the USA): | ||
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* Subscribe to a long-code that supports SMS through the Pinpoint UI so that Pinpoint has a number to send messages from (this is a requirement in the USA to send messages). | ||
* Enable 2-way messaging on that long-code and choose the SNS PinpointIncomingTextAlerts topic that was deployed along with Retail Demo Store to send messages to, so that responses to verification SMS messages can be processed to opt in users. | ||
* Enter your phone number from the UI to start the verification process and reply to the text message sent to your phone to opt in. |
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