Marketing Automation with dotCMS Presentation from BootCamp 2014 DotCMS + Content + REST + Workflows + OSGI + Actionlets = Very flexible marketing automation tool. Will Ezell shares how to use the out of the box features in dotCMS to deliver customized marketing experiences, enable ecommerce and Salesforce integration. This session will give you insight into how dotCMS can be leveraged as one very powerful and ultra-flexible marketing automation machine.

1. @dotcms

2. Marketing Automation
dotCMS as a Marketing Funnel

3. How we use this now
• Landing Page Calls to Action
• Trial License Requests / Fulfillment
• Cloud Purchases - Generate a payment/subscription
link using Amazon’s payment service
Marketing Automation

4. Marketing Automation
Ingredients
• Content (any kind will do)
• HTML Forms (with some js sugar)
• RESTful Web Services
• Workflows
• OSGi
• Actionlets

5. Trial License Content Type
Marketing Automation
• Just Content!
• Textarea for
license
• Capture remote IP
• Careful with
required fields

6. Marketing Automation
Trial License Form
• Simple Form
• JS and Server Side
Validation
• Uses jquery ajax to
post into the
contentAPI

7. Trial License Form Code
Marketing Automation
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$(document).ready(function() {
$("#newPost").submit(function(e) {
e.preventDefault();
var dataObj={
'ipAddress': "107.17.98.234",
'stName':'LicenseRequest'
};
if($('#name').val() != undefined && $('#name').val().length > 0){
dataObj.name = $('#name').val();
}
if($('#email').val() != undefined && $('#email').val().length > 0){
dataObj.email = $('#email').val();
}
if($('#company').val() != undefined && $('#company').val().length > 0){
dataObj.company = $('#company').val();
}
if($('#phone').val() != undefined && $('#phone').val().length > 0){
dataObj.phone = $('#phone').val();
}
if($('#contactMe-0').is(':checked')){
dataObj.contactMe = true;

8. Trial License Workflow
Marketing Automation
• 3 Steps:
• Initial Request
• License Sent
• Pending Followup
• Send License Actions
Happens Automatically on
Content Submit.
• Mandatory Workflow

9. Send License Workflow Action
• Uses Custom Actionlet
• Can do multiple sub
actions in a single action
Marketing Automation
• “Generate dotCMS
License” creates license
code, Sends Email, and
automatically publishes
and notify users sends
bizdev an email

10. Send Email Actionlet
Marketing Automation
• Takes custom
parameters
• Available on Github
• Sends an email (velocity
.vtl file)
• Reusable - used to
• Marketing Contact
• Cloud Purchases

11. User Picks up License
Marketing Automation

12. Javascript fires workflow
Marketing Automation

13. Javascript fires Workflow on Page View
Marketing Automation
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var dotContent = {
"workflowEndPoint" :
“/DotAjaxDirector/com.dotmarketing.portlets.workflows.ajax.WfTaskAjax?cmd=executeAction
&r=0.3753547026720653",
"fireWorkflow" : function(contentInode, workflowId){
var dataObj={
"wfActionId" : workflowId,
"wfContentletId" : contentInode
}
$.ajax({
url: this.workflowEndPoint,
type: 'POST',
cache:false,
data: dataObj,
success: function(data,status,xhr) {
console.log("works!");
},
error: function(data,status,xhr) {
alert("Workflow Failed");
}

14. Marketing Automation
Post to Salesforce
• Takes the content as a
param
• Sets fields using
velocity - can include
logic
• Uses Salesforce Web
to Lead Form

15. Marketing Automation
Post to Salesforce

16. Cloud Purchase Process
Marketing Automation

17. Cloud Purchase Process
Marketing Automation

18. Cloud Purchase Process
Marketing Automation

19. Thank You!