Prerequisites for Configured Commerce

  • Updated

Before you can integrate Optimizely Data Platform (ODP) and Optimizely Configured Commerce, you must follow these important prerequisites.

  1. Ensure you have the June 2025 release or later for Configured Commerce.
  2. Ensure you have an ODP account or submit a manual provisioning request. You must submit a separate request for sandbox and production.
  3. Validate whether or not the Configured Commerce environment uses unique email addresses across all user profiles.

Check for unique email addresses

Before you can connect ODP and Configured Commerce, you must determine whether your Commerce environment uses unique email addresses across all user profiles. This ensures proper configuration for the B2B modules. See B2B schema overview for information.

The Optimizely team must select the appropriate email uniqueness setting: 

  • Unique Email Enabled – Treats the email as a global unique identifier and merges all user activity associated with that email across businesses into a single profile. It is recommended when the email is a consistent and reliable identifier across accounts. This also enables holistic tracking, targeting, and reporting.
  • Non-Unique Email Enabled – Uses another identifier (such as Business User ID) as the unique key. Activity is not merged across accounts with the same email. This is ideal for shared or generic emails (such as orders@xyz.com) and scenarios where emails do not uniquely identify users.

Whether you use unique email addresses also affects targeting considerations. With non-unique emails, behavioral segmentation (like "clicked email in the last 30 days") is still supported. However, email-based targeting (activation) is not currently supported. Instead, you must use a Business User ID or a unique customer key for precise segmentation and personalization.

Steps

Use these steps to check for unique email addresses in your Configured Commerce environment.

  1. Check for non-unique emails by running the following query on the Commerce database:

    -- NON-UNIQUE EMAILS COUNT
SELECT COUNT(*) AS non_unique_emails_count
FROM (
    SELECT email
    FROM UserProfile
    GROUP BY email
    HAVING COUNT(email) > 1
) r;
    • If the result is 0, all email addresses are unique.
    • If the result is greater than 0, there are duplicate email addresses.

  2. Calculate the percentage of non-unique emails. If duplicates exist, run the second query to determine the percentage of non-unique emails in the system:

    -- NON-UNIQUE EMAILS PERCENTAGE
WITH CTE AS (
 SELECT COUNT(*) AS non_unique_emails_count
 FROM (
  SELECT email
  FROM UserProfile
  GROUP BY email
  HAVING COUNT(email) > 1
 ) r1
),
CTE2 AS (
 SELECT COUNT(DISTINCT email) AS all_emails_count
 FROM UserProfile
)
SELECT 
 CTE.non_unique_emails_count, 
 CTE2.all_emails_count, 
 ROUND((CTE.non_unique_emails_count * 100.0) / CTE2.all_emails_count, 2) AS non_unique_percentage
FROM CTE, CTE2;
  3. Determine the ODP configuration.
    1. If there are no duplicate emails (non_unique_emails_count = 0), go to the Admin Console and check the Use Email as UseName and Require Unique Email settings under Account Management > Website Security.
      • If they are both true, request ODP provisioning with B2bUserEmailUniqueness=true.
      • If they are both false, do one of the following:
        • If you want unique emails, update at least one of the security settings to true to ensure that emails continue to be unique. Request ODP provisioning with B2bUserEmailUniqueness=true.
        • If you want to support non-unique emails, request B2bUserEmailUniqueness=false.
    2. If there are duplicate emails (non_unique_emails_count > 0), check the percentage of duplicates and Admin Console settings.
      • If the percentage is less than 2% or very low and both settings are false:
         
        • If you want unique emails, update at least one of the security settings to true to ensure that emails continue to be unique. Request ODP provisioning with B2bUserEmailUniqueness=true.
        • If you want to support non-unique emails, request B2bUserEmailUniqueness=false.
      • If the percentage is greater than 2% or not very low, request ODP provisioning with B2bUserEmailUniqueness=false.

Provisioning

When you have completed the previous steps, you can submit a request for manual provisioning of the required Optimizely products and resources. Include the information about whether your Configured Commerce environment uses unique email addresses.