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Showing posts from February, 2019

Sitecore 9 - Creating Custom Marketing Automation Activity Part-2

I am going to build user interface part of custom activity. As we saw in previous post, we have a parameter called "ProcessLimit" in activity implementation. So, we should provide a UI to marketing managers that can set it from marketing automation panel. I don't want to repeat the official documentation, I will only show some key parts. I started with creating package.json file. When you follow official documentation, you see that you need those packages as required. @angular/core: 5.2.11 @angular/http: 5.2.11 @ngx-translate/core: 9.0.2 rxjs: 5.5.11 You will get warning in terminal if there is any package missing, I added step by step and my final package.json file was like this: { "name" : "package" , "version" : "1.0.0" , "description" : "Playground Demo" , "private" : true , "angular-cli" : {}, "scripts" : { "dev" : "ngc -p .

Sitecore 9 - Creating Custom Marketing Automation Activity Part-1

We saw how to debug our marketing automation rule in previous post. Now, let's come back to our scenario first. Imagine that you have a website displaying movies. Visitors are able to see movie details and take some actions like save movie or share it.  You want to follow the visitors' activities and you want to take some marketing actions based on those activities. For example, if a contact visits a movie more than X time or she/he saves a movie, you want to send those movies to an external system. In addition, there is going to be a limit to send same movie. Such as, it will not be possible to send same movie more than 2 times.  You want to configure this as a marketing automation plan to give flexibility to your marketing managers. They should be able to add configurable rules and activities.  We have our rule, so we are able to filter contacts who visit a movie more than X time. The missing part is sending those movies to an external service. In addition, we

Sitecore 9 - Marketing Automation: Debugging Custom Marketing Automation Rules

We have seen implementation of a custom segmentation rule and marketing automation rule in previous post. The main focus was on segmentation rule but I also showed marketing automation rule implementation. Basically, we need to implement ICondition interface and write our logic in Evaluate method. Since, I've already completed configuration and written my rule, we can create a marketing automation plan. I added my rule and activated my marketing automation plan. Now, I want to test my custom rule. The easiest way to use "Repost view" button inside marketing automation page. Once the rule applies for a contact, then you should see that contact in the list. Let's say it didn't work. You visited a movie 3 or more times and ended your session. Normally, at that moment, the contact should be added to list in your automation plan. But you didn't see anything. We need to debug and see our fault in code. To do this, first I am going to stop marketing au

Sitecore 9 - Creating Custom Segmentation Rule

Predicates are important to create rules for marketing automation and segmented lists. Before going through the details, I am going to remind what I am implementing again. Imagine that you have a website displaying movies. Visitors are able to see movie details and take some actions like save movie or share it.  You want to follow the visitors' activities and you want to take some marketing actions based on those activities. For example, if a contact visits a movie more than X time or she/he saves a movie, you want to send those movies to an external system. In addition, there is going to be a limit to send same movie. Such as, it will not be possible to send same movie more than 2 times.  According to my scenario, I need a rule to filter contacts who visits a movie more than X time. Maybe, we can add one more condition there like in Y days. To creating rule will give flexibility to marketing managers that then they can easily add or remove multiple rules and proceed the

Sitecore 9 - Implementing Calculated Facets

I am going to implement a calculated facet in this section. It is going to include creating, making calculations, how to debug calculation code and at the end, I am going to show how to display data in experience profile. But first let's remember the scenario again. Imagine that you have a website displaying movies. Visitors are able to see movie details and take some actions like save movie or share it.  You want to follow the visitors' activities and you want to take some marketing actions based on those activities. For example, if a contact visits a movie more than X time or she/he saves a movie, you want to send those movies to an external system. In addition, there is going to be a limit to send same movie. Such as, it will not be possible to send same movie more than 2 times.  In previous post, we saw that we are able filter and get necessary data using XConnect api. However, as I mentioned in previous post, I am going to use a calculated facet which will

Sitecore 9 - Custom Page Events & Filtering with XConnect

This is the first article of a series. I am going to start with creating a custom page event and will show how we can fetch event data using xconnect api. Let's start with reminding demo scenario: Imagine that you have a website displaying movies. Visitors are able to see movie details and take some actions like save movie or share it.  You want to follow the visitors' activities and you want to take some marketing actions based on those activities. For example, if a contact visits a movie more than X time or she/he saves a movie, you want to send those movies to an external system. In addition, there is going to be a limit to send same movie. Such as, it will not be possible to send same movie more than 2 times.  You want to configure this as a marketing automation plan to give flexibility to your marketing managers. They should be able to add configurable rules and activities.  My first focus is movie detail page. I want to track visitors when they visit the

Sitecore 9 Playground Series - Marketing Automation, Custom Predicates, Activities, Page Events and More

This is going to be a series of blog posts that I am going to follow a scenario and build a demo project step by step. Here is the plan: Imagine that you have a website displaying movies. Visitors are able to see movie details and take some actions like save movie or share it.  You want to follow the visitors' activities and you want to take some marketing actions based on those activities. For example, if a contact visits a movie more than X time or she/he saves a movie, you want to send those movies to an external system. In addition, there is going to be a limit to send same movie. Such as, it will not be possible to send same movie more than 2 times.  You want to configure this as a marketing automation plan to give flexibility to your marketing managers. They should be able to add configurable rules and activities.  To be able to carry out this plan, I am going to implement and show those topics: Custom page events & XConnect queries Calculated fa