Associating Campaign Activities with Sitecore Form submit

Part - 1 Sitecore Campaign
Part - 2 Campaign Creator in Sitecore
Part - 3 Associating Campaign Activities to pages

Associating Campaign Activities with Sitecore Form submit button:

• On the Sitecore Launchpad, click on Forms.

• On the landing page, click Create button.

• Design your Forms and select the submit button filed.

• Scroll down to the General section, click on the "+" icon and select the "Trigger Campaign Activity".

• It will open the modal popup and select the Campaign which have you created and click on the "Ok" button.

• Now you can see the selected Campaign, Click on Apply button and publish the forms.

• Now you can visit your page and once submit your forms then it will update the Analytics dashboard and you can see the number of visitors.

Part - 1 Sitecore Campaign
Part - 2 Campaign Creator in Sitecore
Part - 3 Associating Campaign Activities to pages

Associating Campaign Activities to pages

Part - 1 Sitecore Campaign, Campaign Group

Part - 2 Campaign Creator in Sitecore

Part - 4 Associating Campaign Activities with Sitecore Form submit button

In Sitecore, it is possible to omit the URL parameter and yet, track your campaign interactions. In cases where you have a landing page for your campaign activity, Sitecore gives you the option of associating the two. This is particularly useful for the campaigns you run over offline channels such as direct mail or billboards. Here is an overview of the steps, check out the documentation for more details:

• Navigate to the landing page, either on the content editor or the experience editor.
• Click on Attributes from the Analyze tab and select the corresponding campaign activity from the list on the Campaigns tab.
  
  
  
  
  
• Click Ok and save the item and publish.

Part - 1 Sitecore Campaign, Campaign Group

Part - 2 Campaign Creator in Sitecore

Part - 4 Associating Campaign Activities with Sitecore Form submit button

Campaign Creator in Sitecore

Part - 1 Sitecore Campaign, Campaign Group

Part - 3 Associating Campaign Activities to pages

Part - 4 Associating Campaign Activities with Sitecore Form submit button

Campaign activities are individual campaigns that run for a defined amount of time.

To create a campaign activity:

• On the Sitecore Launchpad, click Campaign Creator as see the screenshot.
  
  
  
  
  
• It's showing the landing page, Now click on Create campaign as see the screenshot.
  
  
  
  
  
• It will open the fields where you can be given a name etc, In the General campaign info section, in the Name field, enter a name for the campaign. To enter start and end dates, click the calendar and select a date from the calendar.
  
  
  
  
  
• In the Campaign classification section, select the campaign classification attributes that you want to associate with the campaign activity by clicking the drop-down menu next to each attribute.
  
  
  
  
  
• Click on Save to save the campaign activity.
  
  
  
  
  

BUILDING URLs

When you create a campaign, the Campaign Creator generates a campaign tracking code. Appending this code to any URL included in your campaign content (email, add, etc.) will allow Sitecore to track the website traffic generated by your campaign.

• Start by copying the Campaign link from the Campaign execution section of your campaign activity.
  
  
  
  
  
  
  
  
• Add the Campaign link as a query string parameter to your campaign URL. Don't forget to add a question mark between the page URL and the campaign link parameter. For example:

https://mysite.com/landing-pages/symposium?sc_camp=FA303E4359074746DF75FE9DFA07716B

RESULTS

After completing the previously described steps, your website visitors arriving via your campaigns will have their interactions recorded in xDB. You'll see your campaigns' info on the Acquisition tab reports:  Campaigns, Campaign facets.

Campaigns that do not have a Campaign Group defined will be shown on the Experience Analytics reports grouped under the "unknown campaign group".

Part - 1 Sitecore Campaign, Campaign Group

Part - 3 Associating Campaign Activities to pages

Part - 4 Associating Campaign Activities with Sitecore Form submit button

Sitecore Campaign

Part - 2 Campaign Creator in Sitecore

Part - 3 Associating Campaign Activities to pages

Part - 4 Associating Campaign Activities with Sitecore Form submit button

 
Campaign

• A campaign is a promotion or advertising initiative designed to encourage people to visit your website.
• You can use campaigns to raise brand awareness or to get contacts to perform certain actions on your website.
• Sitecore Campaigns allow you to target the user once they arrive at the site.
• Campaign activities are individual campaigns that run for a defined amount of time.

Campaign Group

• A campaign group is a higher-level campaign that contains multiple campaign activities.
• You can use campaign groups to group individual campaign activities that you run across different channels.

Create a campaign group

• In the Marketing Control Panel, in the content tree, expand the Taxonomies node and click Campaign Group.

• On the Home tab, in the Insert group, click Campaign Group.

• In the Message dialog box, enter a name for the campaign group and click OK.

• To save the new campaign group, click Save.
• To deploy the campaign group, select the root Campaign group item and on the Taxonomy tab, click Deploy.

Part - 2 Campaign Creator in Sitecore

Part - 3 Associating Campaign Activities to pages

Part - 4 Associating Campaign Activities with Sitecore Form submit button

Email Experience Manager (Automated) - Quick Setup

Email Experience Manager

Use the email experience manager (EXM) to create highly customizable email campaigns and make them both personal and relevant to your customers.

Email experience manager does not support CMS-only mode.

Email Experience Manager (EXM), there are two types of email campaigns and each has a set of templates that contain default content and layout.

1. Regular email campaign - This type does not have any predefined content or recipients, so you create this type of email campaign from scratch. 
2. Automated email campaign – This type is used to send a single email to one contact at a time.

Out of the Box, Sitecore enables EXM by default and sets up the Mail Distribution provider as the CustomSMTP provider. However, the provider settings must be set up in order to send an email. This post will dive into how to set those settings. I will explain how to set up the EXM module in Sitecore 9.x for dev machine usage.

1. Custom Email SMTP configuration: To send the email from Sitecore, you just need to configure the SMTP server, I am using MailTrap.io SMTP settings.

• Set up MailTrap.io account: Mailtrap is a fake SMTP server to test, view, and share emails sent from the development and staging environments. It allows you to test email notifications without sending them to the real users of the application. All emails sent to Mailtrap are held in your Mailtrap inbox where you can test, view, and share with your team. To create an account, visit https://mailtrap.io and signup.
  
  
• Once set up, you can see SMTP settings.
  
  
  

2. The EXM configuration settings: In this section, we will do all required configuration changes.

• Now go to web.config file of the root folder of the application. Search the key called “eds:define” in the web.config and make sure the value should be “CustomSMTP”.
  
  
  
  
  
• Go to \App_Config\Sitecore\EmailExperience\Sitecore.EDS.Providers.CustomSMTP.config
  
  
  
  
  
  
• Update the SMTP setting in the smtpSetting node as below.
  
  

3. Testing Your MTA Connection: On any Sitecore EXM Manager Root item, there is a Test Connection button in the Content Editor.

Clicking on this button will test your connection to your Mail Transit Authority (MTA). A successful connection to the MTA service will display the following.

4. Email Experience Manager Module: Now as all configurations are done, let’s play with the EXM module in Sitecore, and send your first email from the Sitecore application. Open the EXM module on the Sitecore dashboard.

• Create the email campaign > Click create > Regular Email Campaign/Automated email campaign. We have created an Automated email campaign for this demo.
  
  

• Once you click on "Automated" then the modal popup opens and you can select the default template or Import your HTML template or you select the exit page item then click on the "Create" button.

 

• In the general information tab, you can configure some basic information of the email campaign for example name, description, etc, in the sender section you can configure “from name” and email, which will show in the email box.
  
  
  
  
  
  
• In the Message tab, we can make the message template what looks like in the mailbox.
  
  
• In the Delivery tab click on Activate to activate the campaign.