What’s the Deal with Profiles, Personas, and Patterns?Sitecore
The document discusses profiles, personas, and patterns used in website experience optimization. It defines key terms like profiles (categories that track visitor behavior), profile keys (variables that relate profiles to patterns), patterns (predefined groups of typical visitors), and profile cards (sets of profile keys representing relationships). It explains how profiles are assigned to website content and visitors, how their behavior creates a unique profile, and how their profile can be matched to patterns to personalize experiences. Measuring these patterns over time can provide insights into website usage and conversion rates.
Path Analyzer X-Files: How We Built the Ultimate xDB Forensic ToolSitecore
YouTube presentation: https://www.youtube.com/watch?v=pBkMZcj3Xoo
Who needs Scully and Mulder when you can join two Sitecore technical demo gods to see the new capabilities of Sitecore Path Analyzer, a next-generation tool for visual data exploration and analysis on top of Sitecore Experience Database. Learn how we applied hot JavaScript technologies, including d3.js and react.js, and see the new front-end developer workflow used while developing on this completely new stack. Find out how we optimized performance, and all kinds of crazy futuristic things you can do with this technology.
Speakers: Alex Shyba, Sitecore Fellow - Sitecore & Adam Weber, Advanced Innovation - Sitecore
Empowering Your Users: Maximizing the Content Management ExperienceJeffrey Rondeau
Tips and examples on how to make the Sitecore content management process easy and more intuitive. Presented at Sitecore Symposium 2018 by Jeffrey Rondeau.
Sitecore Symposium 2018 - Supercharge Your Author Experience With Machine Lea...Mark Stiles
Learn about the practical ways we're using machine learning to reduce or eliminate tedious tasks in the Sitecore authoring experience. Demo includes examples of analyzed image search, smart image cropping, automated image alt tagging, assisted content tagging and using a chat bot to perform multi-step tasks.
Meet your new best friend: The Sitecore rules engineJeffrey Rondeau
The document discusses a presentation about utilizing the Sitecore rules engine. It describes how the rules engine can be used for personalizing content, controlling page builds, improving placeholder settings, and making conditions and actions reusable. The presentation aims to provide a better understanding of rule structures, ideas for fully utilizing the rules engine, and practical examples for projects. Specific topics that will be covered include rule structures, placeholder settings, component datasources at different scopes (page, website, global), and limiting renderings per page or placeholder.
YouTube presentation: https://www.youtube.com/watch?v=2Alp-S9WF1g
Get deeply acquainted with personas and personalization rules.
Speakers:
Ed Kapuscinski, Senior Sitecore Architect - NTT Data
Adam Conn, Product Manager - Sitecore
This document discusses how Sitecore Experience Accelerator (SXA) can be customized beyond out-of-the-box functionality. It provides examples of extending search features like pagination and search scopes. Custom search tokens and variant definitions are also demonstrated. The document concludes by discussing how SXA's new Scriban templating engine enables additional customizations.
What’s the Deal with Profiles, Personas, and Patterns?Sitecore
The document discusses profiles, personas, and patterns used in website experience optimization. It defines key terms like profiles (categories that track visitor behavior), profile keys (variables that relate profiles to patterns), patterns (predefined groups of typical visitors), and profile cards (sets of profile keys representing relationships). It explains how profiles are assigned to website content and visitors, how their behavior creates a unique profile, and how their profile can be matched to patterns to personalize experiences. Measuring these patterns over time can provide insights into website usage and conversion rates.
Path Analyzer X-Files: How We Built the Ultimate xDB Forensic ToolSitecore
YouTube presentation: https://www.youtube.com/watch?v=pBkMZcj3Xoo
Who needs Scully and Mulder when you can join two Sitecore technical demo gods to see the new capabilities of Sitecore Path Analyzer, a next-generation tool for visual data exploration and analysis on top of Sitecore Experience Database. Learn how we applied hot JavaScript technologies, including d3.js and react.js, and see the new front-end developer workflow used while developing on this completely new stack. Find out how we optimized performance, and all kinds of crazy futuristic things you can do with this technology.
Speakers: Alex Shyba, Sitecore Fellow - Sitecore & Adam Weber, Advanced Innovation - Sitecore
Empowering Your Users: Maximizing the Content Management ExperienceJeffrey Rondeau
Tips and examples on how to make the Sitecore content management process easy and more intuitive. Presented at Sitecore Symposium 2018 by Jeffrey Rondeau.
Sitecore Symposium 2018 - Supercharge Your Author Experience With Machine Lea...Mark Stiles
Learn about the practical ways we're using machine learning to reduce or eliminate tedious tasks in the Sitecore authoring experience. Demo includes examples of analyzed image search, smart image cropping, automated image alt tagging, assisted content tagging and using a chat bot to perform multi-step tasks.
Meet your new best friend: The Sitecore rules engineJeffrey Rondeau
The document discusses a presentation about utilizing the Sitecore rules engine. It describes how the rules engine can be used for personalizing content, controlling page builds, improving placeholder settings, and making conditions and actions reusable. The presentation aims to provide a better understanding of rule structures, ideas for fully utilizing the rules engine, and practical examples for projects. Specific topics that will be covered include rule structures, placeholder settings, component datasources at different scopes (page, website, global), and limiting renderings per page or placeholder.
YouTube presentation: https://www.youtube.com/watch?v=2Alp-S9WF1g
Get deeply acquainted with personas and personalization rules.
Speakers:
Ed Kapuscinski, Senior Sitecore Architect - NTT Data
Adam Conn, Product Manager - Sitecore
This document discusses how Sitecore Experience Accelerator (SXA) can be customized beyond out-of-the-box functionality. It provides examples of extending search features like pagination and search scopes. Custom search tokens and variant definitions are also demonstrated. The document concludes by discussing how SXA's new Scriban templating engine enables additional customizations.
A real world application built by integrating multi channel content with ML and Sitecore and it’s called Symposium Session Recommendation Engine or MYSYM for short and the word cloud shows everything we used to put it together.
world's fastest delivery pipeline for Sitecore on AzureBas Lijten
The document discusses Sitecore deployment pipelines on Azure. It describes how the organization deploys Sitecore websites using web deployment packages, Azure DevOps pipelines, and msdeploy to parameterize configurations. Deployment times have decreased from years ago when using on-premise servers to now deploying on Azure. The pipeline allows deploying a baseline Sitecore configuration and then redeploying just changes through parameterization rather than full database migrations. This enables much faster deployment times.
Destination Dollywood! Optimizing the Digital ExperienceSitecore
YouTube presentation: https://www.youtube.com/watch?v=B8eofj6QnlU
Herschend Family Entertainment is the nation’s largest family-owned, themed attractions company with 26 entertainment, tourism, and hospitality properties that span 10 states. One of its most famous destinations, Dollywood, is a Sitecore Xccelerate participant focused on using the Sitecore Experience Platform to optimize the digital experience. Learn how this world-class, Smoky Mountain destination leverages analytics, personalization, testing and more to continuously increase its visitor base.
Introducing the Sitecore Commerce 9 Connector for Microsoft D365Dean Thrasher
Combining Microsoft Dynamics 365 for Retail with Sitecore Commerce 9 provides a seamless omnichannel experience, from brick-and-mortar point of sales systems to cloud e-commerce. Learn about the latest version of the connector for Sitecore Commerce 9 – including its features, architecture, performance, and scalability – from two developers who are responsible for one of the largest in-production e-commerce implementations in the world. We took everything we learned about prior generations of Microsoft D365's retail module and reworked the integration from the ground up for Sitecore Commerce 9. We’ll share the limitations and constraints of the old approach, describe the new connector in detail, and outline our vision for what’s next.
Sitecore Symposium 2018 - Cooking Up Smart Product Recommendations for Siteco...John Montes
Cooking Up Smart Product Recommendations - A first step in utilizing machine learning for your Sitecore Commerce shop.
Presented by: John Montes and Kautilya Prasad
Presented at: Sitecore Symposium 2018 in Orlando, Florida
Ten Sitecore 9 Form Features to Increase ConversionsJaina Baumgartner
Forms are one of the most critical aspects of a website. They are the conversion point of anonymous users to leads, and eventually loyal customers. They are the beginning of a lifetime engagement. Yet, the average conversion rate on websites is 2.35%, with contact forms garnering less than 3% conversions.
In this session, we plan to give you a conversion boost by reviewing what the top 10% of websites are doing differently. With the help of Hexagon, we will share real-world implementations of similar experiences using Sitecore 9 Forms and review their benefits with supportive analytics. We hope you leave with a renewed vision for increasing leads and building lifelong customers on your website.
An Under-the-Hood Tour of Sitecore Experience AcceleratorSitecore
YouTube presentation: https://www.youtube.com/watch?v=L6xIIVQ0G6E
It’s the best invention since electricity and possibly the wheel. Come to this mega-demo session to see exactly how Sitecore Experience Accelerator allows for rapid prototyping of information architecture, wire framing and content entry. Sitecore XA allows creative designers and UI developers to implement Sitecore designs faster than ever before–up to 80% faster––without writing any code.
Speakers:
John Field, Product Strategist - Sitecore
Ryan Donovan, SVP of Product Management - Sitecore
Sitecore Symposium 2018 - Getting Value Out of Your DataMichael Shaw
This document discusses Sitecore analytics and how it helps marketers analyze customer data. It provides an overview of key Sitecore analytics tools like Experience Analytics, Path Analyzer, and xProfile that give insights at different levels - from high-level segments to individual customers. The presentation emphasizes how the holistic use of these tools together allows marketers to identify opportunities, analyze customer journeys, and develop targeted tactics.
Sitecore Experience Analytics, combined with engagement value and tools like Path Analyzer and Page Analyzer, can help in building customer relationships that last.
Romancing the Customer Experience | Sitecore Symposium 2016Delphic Digital
What are your customer’s pain points? Where are the barriers to conversion? Do customers readily provide their information? In other words, do customers love your site … or not? Find out all the ways you can determine if they do in this session. Presented in conjunction with a leading provider of senior living communities, the session shows how to marry user testing with Sitecore Experience Database (xDB) personalization tools, to deliver the right content, at the right time, to the right person. You will love the results of context marketing at its finest!
Presented by Delphic Digital's Sr. Account Director, Kate Dalbey @k8dalbey), and Sunrise Senior Living’s Sr. Director of Online Marketing, Abby See (@AbbyGSee) at the 2016 Sitecore Symposium.
SUGCON India Microsoft Bot Framework + SitecoreJack Spektor
The document discusses a framework for building chatbots in Sitecore using Microsoft Bot Framework. It provides an overview of the key features and benefits of the framework, including storing chatbot content and logic in Sitecore items so no coding is required, using the Sitecore rule engine for conversation branching, and integrating with Sitecore capabilities like forms, xConnect, and personalization. It also includes an agenda for the presentation and a demonstration.
Accelerate your sitecore website delivery with sitecore sxa - sugcon india 2019chaturanga ranatunga
The document discusses Sitecore Experience Accelerator (SXA), a set of tools and features in Sitecore that can accelerate website development. It describes building a simple demo website using SXA to see how long it takes. The demo took 2.5 hours for backend/content work compared to 16-20 hours without SXA. SXA allows dividing work between design, frontend, backend, and content teams to run in parallel. It provides many out-of-box features and functionality to accelerate delivery with minimal custom code. The document provides recommendations on how to get started with SXA, including investigating the SXA Showcase package and YouTube videos.
The document discusses Microsoft's use of Sitecore for marketing purposes across various sites and business units. It provides an overview of the Sitecore Marketing Digital Services (SMDS) team and their services, platforms, and tools used including Sitecore, WordPress, and other technologies. It also describes the various marketing use cases, content management processes, and governance models for managing the sites.
We live in a world where we continuously adapt to innovations. The @Sitecore Experience Platform 9.3 is now container ready. Do you also jump on the transformation train from on-premise, IaaS, PaaS to containerized applications?
The document discusses the key concepts of microservices architecture including domain analysis, data management, communication between services, monitoring, and security. It describes techniques for handling data across multiple microservices like using separate databases per service or event sourcing. Communication methods like API gateways, message queues, and service registration/discovery are also outlined. The presentation provides examples of implementing microservices for a reference application and discusses important considerations for moving microservices to production.
SUGMEA - Sitecore Experience Platform - what's new in 9.3 previewdharmeshharji
The document summarizes the new features in Sitecore Experience Platform 9.3. Key updates include improved Sitecore forms with new elements like file upload and bot detection, an updated templating engine for SXA, scheduled plan enrollment for marketing automation, replacing the "Reach" metric with "Impressions" for experience optimization testing, and permission enabled search to filter search results based on user permissions. The installation process was also updated with new capabilities for Sitecore Install Assistant.
YouTube presentation: https://www.youtube.com/watch?v=D0SWlRrZuZ4
Let’s spin some context marketing gold, Sitecore style. Attendees nominated four websites that our panel of experts gave a “make over,” pinpointing opportunities for improvement with context marketing, to better connect visitors with personalized content at every click.
Speaker:
Chris Nash, SBOS Senior Consultant - Sitecore
This document discusses exploring data science techniques using data from Sitecore's xDB to gain insights into website visitors and test assumptions about what drives engagement for an online MBA program. It outlines questions about how different types of visitors engage with content and whether thought leadership plays an important role in decision making. The document proposes initial experiments using techniques like lead scoring and audience segmentation to cluster visitors and identify factors that predict conversion or different visitor behaviors. The goal is to better understand the organization's audiences and improve the student experience.
A real world application built by integrating multi channel content with ML and Sitecore and it’s called Symposium Session Recommendation Engine or MYSYM for short and the word cloud shows everything we used to put it together.
world's fastest delivery pipeline for Sitecore on AzureBas Lijten
The document discusses Sitecore deployment pipelines on Azure. It describes how the organization deploys Sitecore websites using web deployment packages, Azure DevOps pipelines, and msdeploy to parameterize configurations. Deployment times have decreased from years ago when using on-premise servers to now deploying on Azure. The pipeline allows deploying a baseline Sitecore configuration and then redeploying just changes through parameterization rather than full database migrations. This enables much faster deployment times.
Destination Dollywood! Optimizing the Digital ExperienceSitecore
YouTube presentation: https://www.youtube.com/watch?v=B8eofj6QnlU
Herschend Family Entertainment is the nation’s largest family-owned, themed attractions company with 26 entertainment, tourism, and hospitality properties that span 10 states. One of its most famous destinations, Dollywood, is a Sitecore Xccelerate participant focused on using the Sitecore Experience Platform to optimize the digital experience. Learn how this world-class, Smoky Mountain destination leverages analytics, personalization, testing and more to continuously increase its visitor base.
Introducing the Sitecore Commerce 9 Connector for Microsoft D365Dean Thrasher
Combining Microsoft Dynamics 365 for Retail with Sitecore Commerce 9 provides a seamless omnichannel experience, from brick-and-mortar point of sales systems to cloud e-commerce. Learn about the latest version of the connector for Sitecore Commerce 9 – including its features, architecture, performance, and scalability – from two developers who are responsible for one of the largest in-production e-commerce implementations in the world. We took everything we learned about prior generations of Microsoft D365's retail module and reworked the integration from the ground up for Sitecore Commerce 9. We’ll share the limitations and constraints of the old approach, describe the new connector in detail, and outline our vision for what’s next.
Sitecore Symposium 2018 - Cooking Up Smart Product Recommendations for Siteco...John Montes
Cooking Up Smart Product Recommendations - A first step in utilizing machine learning for your Sitecore Commerce shop.
Presented by: John Montes and Kautilya Prasad
Presented at: Sitecore Symposium 2018 in Orlando, Florida
Ten Sitecore 9 Form Features to Increase ConversionsJaina Baumgartner
Forms are one of the most critical aspects of a website. They are the conversion point of anonymous users to leads, and eventually loyal customers. They are the beginning of a lifetime engagement. Yet, the average conversion rate on websites is 2.35%, with contact forms garnering less than 3% conversions.
In this session, we plan to give you a conversion boost by reviewing what the top 10% of websites are doing differently. With the help of Hexagon, we will share real-world implementations of similar experiences using Sitecore 9 Forms and review their benefits with supportive analytics. We hope you leave with a renewed vision for increasing leads and building lifelong customers on your website.
An Under-the-Hood Tour of Sitecore Experience AcceleratorSitecore
YouTube presentation: https://www.youtube.com/watch?v=L6xIIVQ0G6E
It’s the best invention since electricity and possibly the wheel. Come to this mega-demo session to see exactly how Sitecore Experience Accelerator allows for rapid prototyping of information architecture, wire framing and content entry. Sitecore XA allows creative designers and UI developers to implement Sitecore designs faster than ever before–up to 80% faster––without writing any code.
Speakers:
John Field, Product Strategist - Sitecore
Ryan Donovan, SVP of Product Management - Sitecore
Sitecore Symposium 2018 - Getting Value Out of Your DataMichael Shaw
This document discusses Sitecore analytics and how it helps marketers analyze customer data. It provides an overview of key Sitecore analytics tools like Experience Analytics, Path Analyzer, and xProfile that give insights at different levels - from high-level segments to individual customers. The presentation emphasizes how the holistic use of these tools together allows marketers to identify opportunities, analyze customer journeys, and develop targeted tactics.
Sitecore Experience Analytics, combined with engagement value and tools like Path Analyzer and Page Analyzer, can help in building customer relationships that last.
Romancing the Customer Experience | Sitecore Symposium 2016Delphic Digital
What are your customer’s pain points? Where are the barriers to conversion? Do customers readily provide their information? In other words, do customers love your site … or not? Find out all the ways you can determine if they do in this session. Presented in conjunction with a leading provider of senior living communities, the session shows how to marry user testing with Sitecore Experience Database (xDB) personalization tools, to deliver the right content, at the right time, to the right person. You will love the results of context marketing at its finest!
Presented by Delphic Digital's Sr. Account Director, Kate Dalbey @k8dalbey), and Sunrise Senior Living’s Sr. Director of Online Marketing, Abby See (@AbbyGSee) at the 2016 Sitecore Symposium.
SUGCON India Microsoft Bot Framework + SitecoreJack Spektor
The document discusses a framework for building chatbots in Sitecore using Microsoft Bot Framework. It provides an overview of the key features and benefits of the framework, including storing chatbot content and logic in Sitecore items so no coding is required, using the Sitecore rule engine for conversation branching, and integrating with Sitecore capabilities like forms, xConnect, and personalization. It also includes an agenda for the presentation and a demonstration.
Accelerate your sitecore website delivery with sitecore sxa - sugcon india 2019chaturanga ranatunga
The document discusses Sitecore Experience Accelerator (SXA), a set of tools and features in Sitecore that can accelerate website development. It describes building a simple demo website using SXA to see how long it takes. The demo took 2.5 hours for backend/content work compared to 16-20 hours without SXA. SXA allows dividing work between design, frontend, backend, and content teams to run in parallel. It provides many out-of-box features and functionality to accelerate delivery with minimal custom code. The document provides recommendations on how to get started with SXA, including investigating the SXA Showcase package and YouTube videos.
The document discusses Microsoft's use of Sitecore for marketing purposes across various sites and business units. It provides an overview of the Sitecore Marketing Digital Services (SMDS) team and their services, platforms, and tools used including Sitecore, WordPress, and other technologies. It also describes the various marketing use cases, content management processes, and governance models for managing the sites.
We live in a world where we continuously adapt to innovations. The @Sitecore Experience Platform 9.3 is now container ready. Do you also jump on the transformation train from on-premise, IaaS, PaaS to containerized applications?
The document discusses the key concepts of microservices architecture including domain analysis, data management, communication between services, monitoring, and security. It describes techniques for handling data across multiple microservices like using separate databases per service or event sourcing. Communication methods like API gateways, message queues, and service registration/discovery are also outlined. The presentation provides examples of implementing microservices for a reference application and discusses important considerations for moving microservices to production.
SUGMEA - Sitecore Experience Platform - what's new in 9.3 previewdharmeshharji
The document summarizes the new features in Sitecore Experience Platform 9.3. Key updates include improved Sitecore forms with new elements like file upload and bot detection, an updated templating engine for SXA, scheduled plan enrollment for marketing automation, replacing the "Reach" metric with "Impressions" for experience optimization testing, and permission enabled search to filter search results based on user permissions. The installation process was also updated with new capabilities for Sitecore Install Assistant.
YouTube presentation: https://www.youtube.com/watch?v=D0SWlRrZuZ4
Let’s spin some context marketing gold, Sitecore style. Attendees nominated four websites that our panel of experts gave a “make over,” pinpointing opportunities for improvement with context marketing, to better connect visitors with personalized content at every click.
Speaker:
Chris Nash, SBOS Senior Consultant - Sitecore
This document discusses exploring data science techniques using data from Sitecore's xDB to gain insights into website visitors and test assumptions about what drives engagement for an online MBA program. It outlines questions about how different types of visitors engage with content and whether thought leadership plays an important role in decision making. The document proposes initial experiments using techniques like lead scoring and audience segmentation to cluster visitors and identify factors that predict conversion or different visitor behaviors. The goal is to better understand the organization's audiences and improve the student experience.
Meet up Milano 14 _ Axpo Italia_ Migration from Mule3 (On-prem) to.pdfFlorence Consulting
Quattordicesimo Meetup di Milano, tenutosi a Milano il 23 Maggio 2024 dalle ore 17:00 alle ore 18:30 in presenza e da remoto.
Abbiamo parlato di come Axpo Italia S.p.A. ha ridotto il technical debt migrando le proprie APIs da Mule 3.9 a Mule 4.4 passando anche da on-premises a CloudHub 1.0.
Discover the benefits of outsourcing SEO to Indiadavidjhones387
"Discover the benefits of outsourcing SEO to India! From cost-effective services and expert professionals to round-the-clock work advantages, learn how your business can achieve digital success with Indian SEO solutions.
Understanding User Behavior with Google Analytics.pdfSEO Article Boost
Unlocking the full potential of Google Analytics is crucial for understanding and optimizing your website’s performance. This guide dives deep into the essential aspects of Google Analytics, from analyzing traffic sources to understanding user demographics and tracking user engagement.
Traffic Sources Analysis:
Discover where your website traffic originates. By examining the Acquisition section, you can identify whether visitors come from organic search, paid campaigns, direct visits, social media, or referral links. This knowledge helps in refining marketing strategies and optimizing resource allocation.
User Demographics Insights:
Gain a comprehensive view of your audience by exploring demographic data in the Audience section. Understand age, gender, and interests to tailor your marketing strategies effectively. Leverage this information to create personalized content and improve user engagement and conversion rates.
Tracking User Engagement:
Learn how to measure user interaction with your site through key metrics like bounce rate, average session duration, and pages per session. Enhance user experience by analyzing engagement metrics and implementing strategies to keep visitors engaged.
Conversion Rate Optimization:
Understand the importance of conversion rates and how to track them using Google Analytics. Set up Goals, analyze conversion funnels, segment your audience, and employ A/B testing to optimize your website for higher conversions. Utilize ecommerce tracking and multi-channel funnels for a detailed view of your sales performance and marketing channel contributions.
Custom Reports and Dashboards:
Create custom reports and dashboards to visualize and interpret data relevant to your business goals. Use advanced filters, segments, and visualization options to gain deeper insights. Incorporate custom dimensions and metrics for tailored data analysis. Integrate external data sources to enrich your analytics and make well-informed decisions.
This guide is designed to help you harness the power of Google Analytics for making data-driven decisions that enhance website performance and achieve your digital marketing objectives. Whether you are looking to improve SEO, refine your social media strategy, or boost conversion rates, understanding and utilizing Google Analytics is essential for your success.
Instagram has become one of the most popular social media platforms, allowing people to share photos, videos, and stories with their followers. Sometimes, though, you might want to view someone's story without them knowing.
Gen Z and the marketplaces - let's translate their needsLaura Szabó
The product workshop focused on exploring the requirements of Generation Z in relation to marketplace dynamics. We delved into their specific needs, examined the specifics in their shopping preferences, and analyzed their preferred methods for accessing information and making purchases within a marketplace. Through the study of real-life cases , we tried to gain valuable insights into enhancing the marketplace experience for Generation Z.
The workshop was held on the DMA Conference in Vienna June 2024.
Ready to Unlock the Power of Blockchain!Toptal Tech
Imagine a world where data flows freely, yet remains secure. A world where trust is built into the fabric of every transaction. This is the promise of blockchain, a revolutionary technology poised to reshape our digital landscape.
Toptal Tech is at the forefront of this innovation, connecting you with the brightest minds in blockchain development. Together, we can unlock the potential of this transformative technology, building a future of transparency, security, and endless possibilities.
Hands up if you have played with the Martketing Automation editor in Sitecore
And hands up if you’ve built an actual MA plan in production ?
I’ve been working with Marketing Automation for much of this year, found it fascinating and kinda fun.
Lots to learn but very satisfying when it all comes together and seeing the end users put the plans into action.
Front end code is Angular. Back end is C#.
Add to Sitecore via the Sitecore Content Management interface
Deploy all the necessary pieces (there are a few!)
But first a quick bit of background on Marketing Automation
Engagement plans were kinda clunky and were part of CM
The new MA UI is MUCH nicer and more intuitive
Engine is separate from XM (Experience Manager) and is part of Experience Platform
Separate process
Can run as:
Windows Service
Console App
Azure WebJob
So, what is an Activity Type ?
- it’s an element in a Marketing Automation plan that performs an action based on xDB contact data
Most people think of Marketing Actions when they hear the phrase “custom activity types” but all of these are Activity Types.
There’s a corresponding Sitecore item in the tree for each of these.
They are themed by colour.
You could create your own custom Activity Type Classification, however there would be some CSS and HTML requirements.
Editor is the entire pane
Parameters are passed back and forth from UI to Sitecore/.NET code
Can branch into what are called “Paths” based on decisions made in the Activity TYpe
So now we know what an Activity Type is and the pieces that make up an Automation Plan, how do we create our own ?
Ok so let’s get into the tricky bit – front end dev.
On screen walkthrough of files
On screen walkthrough of files
On screen walkthrough of files
On screen walkthrough of files
tsconfig.json is the TypeScript compiler config
tsconfig-aot.json is the configuration for our Angular compilation.
AOT is Ahead of Time compilation
There is a “files” section and a “genDir” which tells the AOT compiler what to compile and where to put the object code
Webpack bundles up our modules.
Watch out for read-only folders
Switch to code
Properties MUST be public for parameters to be passed from the editor
Note the return type
Nuget packages Sitecore.Xdb.MarketingAutomation.Core
Facets
Using appSettings (in Engineroot\AppSettings folder
This is a bit fiddly. Best to set up some special deployment pipelines or some scripts to ensure everything is in the right place.
Because if it isn’t, you will find out pretty quickly!
(Discuss and show the various pieces that need to be deployed and where)
(Discuss and show the various pieces that need to be deployed and where)
(Discuss and show the various pieces that need to be deployed and where)
If time permits, look at a custom predicate in the solution