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Changing the Face of Open Identity
                               In Ecommerce




Jonathan LeBlanc
Developer Evangelist
Twitter: @jcleblanc
E-Mail: jleblanc@x.com
Github: github.com/jcleblanc
The Gist of This Talk




http://www.x.com        http://slidesha.re/posscon_identity
The Gist of This Talk: PayPal Access




http://www.x.com          http://slidesha.re/posscon_identity
The Gist of This Talk: PayPal Access




http://www.x.com          http://slidesha.re/posscon_identity
The Gist of This Talk: PayPal Access




http://www.x.com          http://slidesha.re/posscon_identity
What We’re Going to Cover

          What is user identity?

          How can you use grouping to personalize?

          How do you pick the right identity tool?

          How does PayPal Access help?

http://www.x.com                   http://slidesha.re/posscon_identity
What We’re Going to Cover

          What is user identity?

          How can you use grouping to personalize?

          How do you pick the right identity tool?

          How does PayPal Access help?

http://www.x.com                   http://slidesha.re/posscon_identity
Identity: It’s Not Facebook




http://www.x.com          http://slidesha.re/posscon_identity
Identity: It’s Not BrowserID




http://www.x.com          http://slidesha.re/posscon_identity
Identity: It’s Not Even PayPal




http://www.x.com          http://slidesha.re/posscon_identity
Identity: Login is Just the Tool




http://www.x.com           http://slidesha.re/posscon_identity
Identity: It’s Human Behavior




http://www.x.com         http://slidesha.re/posscon_identity
Identity: Statistics From User Browsing Data



         Are you tracking what a user is viewing?

         Are you categorizing your users?

         Are you incentivizing your users?


http://www.x.com                   http://slidesha.re/posscon_identity
Identity: The Different Identity Models




                          Anonymous
                          Identity


http://www.x.com         http://slidesha.re/posscon_identity
Identity: The Different Identity Models




                          Perceived
                          Identity


http://www.x.com         http://slidesha.re/posscon_identity
Identity: The Different Identity Models




                      True (Verified)
                      Identity


http://www.x.com         http://slidesha.re/posscon_identity
What Have We Learned Thus Far?



                   Identity is more than just a login




http://www.x.com                      http://slidesha.re/posscon_identity
What We’re Going to Cover

          What is user identity?

          How can you use grouping to personalize?

          How do you pick the right identity tool?

          How does PayPal Access help?

http://www.x.com                   http://slidesha.re/posscon_identity
Grouping: Users Get Confused




http://www.x.com       http://slidesha.re/posscon_identity
Grouping: Find People With Like Interests




http://www.x.com         http://slidesha.re/posscon_identity
Grouping: Recommended Products




http://www.x.com      http://slidesha.re/posscon_identity
What Have We Learned Thus Far?


                   Identity is more than just a login

                   Grouping provides insight into users




http://www.x.com                         http://slidesha.re/posscon_identity
What We’re Going to Cover

          What is user identity?

          How can you use grouping to personalize?

          How do you pick the right identity tool?

          How does PayPal Access help?

http://www.x.com                   http://slidesha.re/posscon_identity
Identity Tools: Proprietary or Open?


     23 % of customers abandoned carts when
     asked to register. (Forrester)

     45 % left a site when they couldn’t remember
     their password. (Blue Inc)



http://www.x.com               http://slidesha.re/posscon_identity
Identity Tools: It’s Simpler Than You Think


       Do you sell anything?

       What kind of raw user data do you need?

       In what ways do you want to personalize
       your product with identity?


http://www.x.com                http://slidesha.re/posscon_identity
Identity Tools: Selling Goods




http://www.x.com          http://slidesha.re/posscon_identity
Identity Tools: Selling Goods




Graph source provided by Digitas (http://rww.readwriteweb.netdna-cdn.com/teaser.jpg)


 http://www.x.com                                                     http://slidesha.re/posscon_identity
Identity Tools: Raw User Data

              {
                   "addresses":[{
                       "state":"CA”,
                       "street1":"1339 moonlight way”,
                       "city":"New York",
                       "zip":"92345”
                   }],
                   "emails”:["john_smith22@yahoo.com"],
                   "firstName":"John",
                   "lastName":"Smith",
                   "telephoneNumber":"2123935554”
              }

http://www.x.com                           http://slidesha.re/posscon_identity
Identity Tools: Personalization




http://www.x.com          http://slidesha.re/posscon_identity
What Have We Learned Thus Far?


             Identity is more than just a login

             Grouping provides insight into users


             The right tool should work for your needs


http://www.x.com                     http://slidesha.re/posscon_identity
What We’re Going to Cover

          What is user identity?

          How can you use grouping to personalize?

          How do you pick the right identity tool?

          How does PayPal Access help?

http://www.x.com                   http://slidesha.re/posscon_identity
PayPal Access: The Core Principals


             Identity is more than just a login

             Grouping provides insight into users


             The right tool should work for your needs


http://www.x.com                     http://slidesha.re/posscon_identity
PayPal Access: Implementation Example

   • Create an application at devportal.x.com.

   • Forward the user to PayPal to authenticate.

   • Exchange the response code for an access
     token.

   • Use the access token to collect user data.

http://www.x.com                 http://slidesha.re/posscon_identity
PayPal Access: The Common Code




<?php
define('KEY', 'YOUR APPLICATION ID');
define('SECRET', 'YOUR APPLICATION SECRET');

define('CALLBACK_URL', 'YOUR CALLBACK PATH - TO COMPLETE.PHP');
define('AUTH_ENDPOINT', 'https://identity.x.com/xidentity/resources/authorize');
define('TOKEN_ENDPOINT', 'https://identity.x.com/xidentity/oauthtokenservice');
define('USER_ENDPOINT', 'https://identity.x.com/xidentity/resources/profile/me');

function run_curl($url, $method = 'GET', $postvals = null){ ... }
?>
PayPal Access: Forwarding for Login


 <?php
 require_once "common.php";

 $auth_url = sprintf(
   "%s?scope=%s&response_type=code&redirect_uri=%s&client_id=%s",
   AUTHORIZATION_ENDPOINT,
   urlencode("https://identity.x.com/xidentity/resources/profile/me"),
   urlencode(CALLBACK_URL),
   KEY);

 //forward user to PayPal auth page
 header("Location: $auth_url");
 ?>
PayPal Access: Obtaining the Access Token
   <?php
   require_once "common.php";

   //capture code from auth
   $code = $_GET["code"];

   //construct POST object for access token fetch request
   $postvals =
   sprintf("client_id=%s&client_secret=%s&grant_type=authorization_code&
   code=%s&redirect_uri=%s",
     KEY,
     SECRET,
     $code,
     urlencode(CALLBACK_URL));

   //get JSON access token object
   $token = json_decode(run_curl(ACCESS_TOKEN_ENDPOINT, 'POST',
   $postvals));
PayPal Access: Using the Access Token




    //construct URI to fetch profile information for current user
    $profile_url = sprintf("%s?oauth_token=%s",
    PROFILE_ENDPOINT, $token->access_token);

    //fetch profile of current user
    $profile = run_curl($profile_url);

    var_dump($profile);
    ?>
PayPal Access: The Raw Data


        Verified Account   Addresses
        Language           Telephone Number
        First Name         Date of Birth
        Last Name          Time zone
        Full Name          Gender
        Emails


http://www.x.com              http://slidesha.re/posscon_identity
PayPal Access: Using the Raw Data




http://www.x.com        http://slidesha.re/posscon_identity
PayPal Access: Using the Raw Data




http://www.x.com        http://slidesha.re/posscon_identity
PayPal Access: The Data Sources


                   Transaction               Activity
                   Recency                   Class



                   Transaction               Average
                   Frequency                 Spent


http://www.x.com                 http://slidesha.re/posscon_identity
Seamless Checkout Simplification

                   User is already known – no
                   login needed.

                   Simplified checkout with a
                   single review step.




http://www.x.com            http://slidesha.re/posscon_identity
Extending Identity with Recommendations


                                Recommended
                                Products



                                Similar
                                Products


http://www.x.com          http://slidesha.re/posscon_identity
Group Dynamics with Prospect Scores




http://www.x.com       http://slidesha.re/posscon_identity
In The End…



                   Data should help, not hinder


                   Identity should help extend
                   your business



http://www.x.com                     http://slidesha.re/posscon_identity
Looking for Partners


                   Early Access to alpha
                   release products

                   Direct support from
                   evangelism & engineering



http://www.x.com          http://slidesha.re/posscon_identity
Thanks For Joining Me!
                               http://slidesha.re/posscon_identity




Jonathan LeBlanc
Developer Evangelist
Twitter: @jcleblanc
E-Mail: jleblanc@x.com
Github: github.com/jcleblanc

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2012 POSSCON Changing the Face of Identity in Ecommerce

  • 1. Changing the Face of Open Identity In Ecommerce Jonathan LeBlanc Developer Evangelist Twitter: @jcleblanc E-Mail: jleblanc@x.com Github: github.com/jcleblanc
  • 2. The Gist of This Talk http://www.x.com http://slidesha.re/posscon_identity
  • 3. The Gist of This Talk: PayPal Access http://www.x.com http://slidesha.re/posscon_identity
  • 4. The Gist of This Talk: PayPal Access http://www.x.com http://slidesha.re/posscon_identity
  • 5. The Gist of This Talk: PayPal Access http://www.x.com http://slidesha.re/posscon_identity
  • 6. What We’re Going to Cover What is user identity? How can you use grouping to personalize? How do you pick the right identity tool? How does PayPal Access help? http://www.x.com http://slidesha.re/posscon_identity
  • 7. What We’re Going to Cover What is user identity? How can you use grouping to personalize? How do you pick the right identity tool? How does PayPal Access help? http://www.x.com http://slidesha.re/posscon_identity
  • 8. Identity: It’s Not Facebook http://www.x.com http://slidesha.re/posscon_identity
  • 9. Identity: It’s Not BrowserID http://www.x.com http://slidesha.re/posscon_identity
  • 10. Identity: It’s Not Even PayPal http://www.x.com http://slidesha.re/posscon_identity
  • 11. Identity: Login is Just the Tool http://www.x.com http://slidesha.re/posscon_identity
  • 12. Identity: It’s Human Behavior http://www.x.com http://slidesha.re/posscon_identity
  • 13. Identity: Statistics From User Browsing Data Are you tracking what a user is viewing? Are you categorizing your users? Are you incentivizing your users? http://www.x.com http://slidesha.re/posscon_identity
  • 14. Identity: The Different Identity Models Anonymous Identity http://www.x.com http://slidesha.re/posscon_identity
  • 15. Identity: The Different Identity Models Perceived Identity http://www.x.com http://slidesha.re/posscon_identity
  • 16. Identity: The Different Identity Models True (Verified) Identity http://www.x.com http://slidesha.re/posscon_identity
  • 17. What Have We Learned Thus Far? Identity is more than just a login http://www.x.com http://slidesha.re/posscon_identity
  • 18. What We’re Going to Cover What is user identity? How can you use grouping to personalize? How do you pick the right identity tool? How does PayPal Access help? http://www.x.com http://slidesha.re/posscon_identity
  • 19. Grouping: Users Get Confused http://www.x.com http://slidesha.re/posscon_identity
  • 20. Grouping: Find People With Like Interests http://www.x.com http://slidesha.re/posscon_identity
  • 21. Grouping: Recommended Products http://www.x.com http://slidesha.re/posscon_identity
  • 22. What Have We Learned Thus Far? Identity is more than just a login Grouping provides insight into users http://www.x.com http://slidesha.re/posscon_identity
  • 23. What We’re Going to Cover What is user identity? How can you use grouping to personalize? How do you pick the right identity tool? How does PayPal Access help? http://www.x.com http://slidesha.re/posscon_identity
  • 24. Identity Tools: Proprietary or Open? 23 % of customers abandoned carts when asked to register. (Forrester) 45 % left a site when they couldn’t remember their password. (Blue Inc) http://www.x.com http://slidesha.re/posscon_identity
  • 25. Identity Tools: It’s Simpler Than You Think Do you sell anything? What kind of raw user data do you need? In what ways do you want to personalize your product with identity? http://www.x.com http://slidesha.re/posscon_identity
  • 26. Identity Tools: Selling Goods http://www.x.com http://slidesha.re/posscon_identity
  • 27. Identity Tools: Selling Goods Graph source provided by Digitas (http://rww.readwriteweb.netdna-cdn.com/teaser.jpg) http://www.x.com http://slidesha.re/posscon_identity
  • 28. Identity Tools: Raw User Data { "addresses":[{ "state":"CA”, "street1":"1339 moonlight way”, "city":"New York", "zip":"92345” }], "emails”:["john_smith22@yahoo.com"], "firstName":"John", "lastName":"Smith", "telephoneNumber":"2123935554” } http://www.x.com http://slidesha.re/posscon_identity
  • 29. Identity Tools: Personalization http://www.x.com http://slidesha.re/posscon_identity
  • 30. What Have We Learned Thus Far? Identity is more than just a login Grouping provides insight into users The right tool should work for your needs http://www.x.com http://slidesha.re/posscon_identity
  • 31. What We’re Going to Cover What is user identity? How can you use grouping to personalize? How do you pick the right identity tool? How does PayPal Access help? http://www.x.com http://slidesha.re/posscon_identity
  • 32. PayPal Access: The Core Principals Identity is more than just a login Grouping provides insight into users The right tool should work for your needs http://www.x.com http://slidesha.re/posscon_identity
  • 33. PayPal Access: Implementation Example • Create an application at devportal.x.com. • Forward the user to PayPal to authenticate. • Exchange the response code for an access token. • Use the access token to collect user data. http://www.x.com http://slidesha.re/posscon_identity
  • 34. PayPal Access: The Common Code <?php define('KEY', 'YOUR APPLICATION ID'); define('SECRET', 'YOUR APPLICATION SECRET'); define('CALLBACK_URL', 'YOUR CALLBACK PATH - TO COMPLETE.PHP'); define('AUTH_ENDPOINT', 'https://identity.x.com/xidentity/resources/authorize'); define('TOKEN_ENDPOINT', 'https://identity.x.com/xidentity/oauthtokenservice'); define('USER_ENDPOINT', 'https://identity.x.com/xidentity/resources/profile/me'); function run_curl($url, $method = 'GET', $postvals = null){ ... } ?>
  • 35. PayPal Access: Forwarding for Login <?php require_once "common.php"; $auth_url = sprintf( "%s?scope=%s&response_type=code&redirect_uri=%s&client_id=%s", AUTHORIZATION_ENDPOINT, urlencode("https://identity.x.com/xidentity/resources/profile/me"), urlencode(CALLBACK_URL), KEY); //forward user to PayPal auth page header("Location: $auth_url"); ?>
  • 36. PayPal Access: Obtaining the Access Token <?php require_once "common.php"; //capture code from auth $code = $_GET["code"]; //construct POST object for access token fetch request $postvals = sprintf("client_id=%s&client_secret=%s&grant_type=authorization_code& code=%s&redirect_uri=%s", KEY, SECRET, $code, urlencode(CALLBACK_URL)); //get JSON access token object $token = json_decode(run_curl(ACCESS_TOKEN_ENDPOINT, 'POST', $postvals));
  • 37. PayPal Access: Using the Access Token //construct URI to fetch profile information for current user $profile_url = sprintf("%s?oauth_token=%s", PROFILE_ENDPOINT, $token->access_token); //fetch profile of current user $profile = run_curl($profile_url); var_dump($profile); ?>
  • 38. PayPal Access: The Raw Data Verified Account Addresses Language Telephone Number First Name Date of Birth Last Name Time zone Full Name Gender Emails http://www.x.com http://slidesha.re/posscon_identity
  • 39. PayPal Access: Using the Raw Data http://www.x.com http://slidesha.re/posscon_identity
  • 40. PayPal Access: Using the Raw Data http://www.x.com http://slidesha.re/posscon_identity
  • 41. PayPal Access: The Data Sources Transaction Activity Recency Class Transaction Average Frequency Spent http://www.x.com http://slidesha.re/posscon_identity
  • 42. Seamless Checkout Simplification User is already known – no login needed. Simplified checkout with a single review step. http://www.x.com http://slidesha.re/posscon_identity
  • 43. Extending Identity with Recommendations Recommended Products Similar Products http://www.x.com http://slidesha.re/posscon_identity
  • 44. Group Dynamics with Prospect Scores http://www.x.com http://slidesha.re/posscon_identity
  • 45. In The End… Data should help, not hinder Identity should help extend your business http://www.x.com http://slidesha.re/posscon_identity
  • 46. Looking for Partners Early Access to alpha release products Direct support from evangelism & engineering http://www.x.com http://slidesha.re/posscon_identity
  • 47. Thanks For Joining Me! http://slidesha.re/posscon_identity Jonathan LeBlanc Developer Evangelist Twitter: @jcleblanc E-Mail: jleblanc@x.com Github: github.com/jcleblanc

Editor's Notes

  1. Are you tracking what a user is viewing?Use that data to personalize state &amp; suggest productsFacebook likes hard to categorize (entire web) but publishers have a specific inventory that they control.
  2. Identity should include user historical buying data and what they have viewed – recommendation engine
  3. Many times you will have users that aren’t exactly sure what they wantThrough monitoring their browsing and buying behavior you can find “like” usersFrom “like users”, you can recommend products and guide users to products they may like.
  4. Identity should include user historical buying data and what they have viewed – recommendation engine
  5. Identity should include user historical buying data and what they have viewed – recommendation engine
  6. Identity should include user historical buying data and what they have viewed – recommendation engine