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

Goal Trigger on forms submit

 

Goal Trigger on forms submit:

• Create a Sitecore form.
• Select Submit button.
  
  
  
  
  
• Click on the "+" icon and select the "Trigger Goal".
  
  
  
  
  
• It will open the modal popup and select the Goal which has you created and click on the "Ok" button.
  
  

  

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

  

  
  
• Once you submit the forms then it will update the Analytics dashboard.
  
  
  

  

  
  

  

Associate a goal with page items

Associate a goal with page items

 

Associate a goal with page items:

You can associate a goal with a content item in the Experience Editor or in the Content Editor. You use the Media Library or Content Editor to associate a goal with a media item.

To associate a goal with an item:

• From the Sitecore Launchpad, open the Experience Editor or the Content Editor, then navigate to the relevant content item.
• In the Attributes group, click Goals.
• In the Experience Editor, this is located on the Optimization tab.
  
  
  
  
  
• In the Content Editor, this is located on the Analyze tab.
  
  
  
  
• In the Goals dialog, select the goal that you want to associate with this item and click OK.

Goal Trigger on forms submit

Sitecore Goals

Goal

• Goals are activities that visitors can perform on your website. You create goals to track and measure how visitors engage with the website and campaigns – both online and offline.
• All goals are events, but not all events are goals.
• Goals can be “tagged” on specific pages on your website.

In this demo, we have to learn how to create goals and associate with Page Items or Goal Trigger on forms submit in Sitecore.

Create and deploy a goal

• In Marketing Control Panel, in the content tree, click Goals.
  
  
  
• On the Home tab, in the Insert group, click Goal to create a new goal.
  
  
  
  
  
• In the dialog box that appears, enter a name for the goal.
  
  
  
  
  
  
• On the Content tab, you can enter more detailed information about the goal, such as engagement value points or a description.
  
  
  
  
  
• Click on the Save button.
  
• To deploy the goal, on the Review tab, in the Workflow group, click Deploy.
  
  
  
  
  Now you can associate the goal with content items and campaigns.
  
• To publish the goal, on the Publish tab, in the Publish group, click Publish.

Associate a goal with page items

Goal Trigger on forms submit