Most CDPs stop at users and events. Real businesses do not. They operate around objects like policies, loans, devices, subscriptions, or courses, each with its own lifecycle and logic. CDPx extends WebEngage’s CDP to model these real-world objects natively, connect them to users and events, and enable truly contextual engagement at scale.

What’s New

• Custom Entities Create and manage real business objects such as Policies, Loans, Devices, or Courses directly inside WebEngage.
• Lifecycle Awareness Entities can hold states like Active, Lapsed, Due, or Overdue, allowing campaigns to react as records change over time.
• References Link Entities to Users, Events, and other Entities
• Segmentation Enhancements Build user segments using entity data, for example users with more than two active policies. You can also segment entities themselves, such as all policies expiring in the next 15 days.
• Personalization Use entity attributes directly in campaigns.
• Entity Navigation Entities appear as tabs on the main menu and inside user profiles, showing linked records like a user’s policies with related claims nested inside.

How It Works

• Create an Entity Define the entity details and configure entity schema.
• Set Data Source Choose between static uploads or dynamic sync with configurable auto-refresh.
• Manage References Connect entities to users, events, or other entities to build relational models.
• Use in Segments and Campaigns Filter users or entities, personalize messages, and trigger journeys based on entity attributes and lifecycle states.

Why It Matters

You no longer need to force complex objects into flat user attributes or misuse events as storage. Workarounds and fragmented dashboards are reduced significantly. One user can hold multiple policies, devices, or loans without messaging conflicts. Customers get clearer, more relevant communication through digests and lifecycle-aware campaigns.