Financial Services

The following code sample depicts sitemap code for an imaginary implementation of Marketing Cloud Personalization on the Cumulus Financial Services website https://www.cumulusfinserv.com/. This sitemap code isn’t exhaustive and maps only key areas valuable for demonstrating an example implementation of Personalization. The primary focus of this sitemap code is to depict how to approach designing a Catalog for websites offering financial services.

For financial services implementations, we recommend using the Product catalog type as showcased in this example. In order to use this catalog type, we add a default price and quantity for each Product when creating line items as that data is not typically present on financial services Product Detail Pages (PDPs). Then on the forms associated with PDPs, we create a checkout flow and fire a Purchase interaction when the last step of a form is clicked. We don't recommend using a custom catalog object type as it doesn't as easily allow for conversion tracking. It's also harder to illustrate ownership when using a non-Product catalog type.