3

When I am importing contacts (within a scheduled job, which is our of request) I want to check few business conditions and if contact matches the condition, I want to trigger a goal for the contact.

The goal will execute rule action on enrolling the contact in the engagement flow.

Is that possible and how to do that?

2

Goal registration heavily relies on the current session. I am not aware of a good way to properly register a goal outside of actual session, page, and request being available.

To enroll a contact into a specific state in an engagement plan, you can try using this API:

using Sitecore.Analytics.Automation;

// ...

bool success = AutomationContactManager.AddContact(
    contactId,
    automationStateId,
    new Dictionary<string, object>());

This method will return false in the following cases:

  • The contact with given ID does not exist;
  • The database is unavailable;
  • The contact is locked by another process;
  • The contact is already in the given state;
  • The given automation state does not exist;
  • An exception occurs (it will be logged).

To check if a contact is already enrolled in a certain plan, you can use the following code:

Contact contact = ...
var manager = AutomationStateManager.Create(contact);
bool isInPlan = manager.IsInEngagementPlan(planId);
| improve this answer | |
  • What is supposed to go into customData dictionary? the new Dictionary<string, object>()? – Volodymyr Hil Dec 6 '16 at 11:29
  • You don't have to pass anything—that dictionary is for custom values. It's mainly used by EXM states, I believe. – Dmytro Shevchenko Dec 6 '16 at 11:30
  • I also need to check whether this contact is already in this engagement flow (not necessarily in given state). If it is I should not enroll. I can't find a static method in AutomationContactManager for that... – Volodymyr Hil Dec 6 '16 at 12:34
  • @VolodymyrHil I have updated my answer to include that information. – Dmytro Shevchenko Dec 6 '16 at 12:45
  • Thanks a lot, will try this and let you know the results.. – Volodymyr Hil Dec 6 '16 at 12:57

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