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Questions tagged [engagement-plans]

For questions related to the planning, creation, customization and use of engagement plans in Sitecore

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6 votes
1 answer
131 views

What happens to enrolled contacts when they are merged?

What happens if two contacts are enrolled in the same engagement plan and then get merged? Will the dying contact be removed from the plan? Which state will the surviving contact be in?
Mark Lowe's user avatar
  • 1,056
1 vote
0 answers
52 views

Trigger EA plan when Sitecore Commerce 8.2.1 orders change status?

I work with Sitecore 8.2 Update-5 and Sitecore Commerce 8.2.1. Is it possible to trigger an EA plan when an order is updated with a new status? Let's say I want to trigger a EA plan that sends an ...
Raskolnikoov's user avatar
1 vote
2 answers
94 views

ContactListManager.FindById returns null for a list that exists

I am trying to access the contents of a list using the ContactListManager, but in certain contexts the FindById(listId) method returns null. This code is actually used as part of a condition in an ...
WheretheresaWill's user avatar
1 vote
1 answer
41 views

Can I set a condition in an Engagement Plan with no rule so it always evaluates to 'True'?

We are using Sitecore version 8.2.5. I wanted to set my condition to have no rules so it basically falls through after a wait period in the first condition, executes the triggers then moves to the ...
Daryl's user avatar
  • 67
4 votes
3 answers
76 views

Measure engagement on a per product basis

I'm trying to measure engagement per product and I'm spinning my wheels a bit. Goals seems to be close to what I'm going for but "engagement value" is a one-dimensional metric when what I really need ...
Coelacanth's user avatar
1 vote
1 answer
68 views

Engagement plan condition outcome 'no' supports no action?

In my Sitecore 8.2u5 instance I am implementing different engagementplans and want to assign actions like sending an EXM campaign email to outcome of condition checks between states. It seems I can ...
Joost's user avatar
  • 505
1 vote
0 answers
62 views

Engagement plans for in-session engagement possible?

Is it possible to use engagement plans to implement something like, User visits FAQ page 3 times in one session: Trigger action to show chat panel. User should be enrolled in engagement plan on ...
Joost's user avatar
  • 505
4 votes
1 answer
192 views

Engagement Plans: Enroll contact in Engagement Plan through WCF service

Sitecore 8.1 U3 I am trying to fetch customer details from BI and pushing them to sitecore by creating customer items with the necessary details. Each of these customers should be enrolled in an ...
Sri's user avatar
  • 71
3 votes
0 answers
408 views

Trigger Engagement Plan for an email-id when Email is sent to an user

I am new to engagement plans and trying to setup one for a requirement, using Sitecore 8.1 Requirement: Send an Offer Email with offer link to user email-id Send a reminder email after 24 hours if ...
Sri's user avatar
  • 71
0 votes
2 answers
247 views

Add Anonymous Users into an Engagement Plan

Is there a way to automatically add visitors to a specific site definition to a specific engagement plan OOTB? Is there a way this could be implemented programmatically?
Dylan Young's user avatar
  • 4,314
2 votes
1 answer
196 views

EXM message engagement plan. Invalid Address state - how it works?

By default, EXM creates an engagement plan for each message being created. There is a specific state "Invalid Address". Currently we have quite a few contacts in there and I just want to ask, what ...
Volodymyr Hil's user avatar
1 vote
1 answer
214 views

How to get list of contacts in specific engagement plan state?

I have an engagement plan and there are number of contacts in each state. How can I programmatically obtain list of contacts which are in specific engagement plan state by state ID?
Volodymyr Hil's user avatar
5 votes
1 answer
1k views

Send emails from EXM with custom data per triggered email

For a large number of implementations we use business logic to determine the actual body of an email and then send it through either smtp (or a custom save action in WFFM). But would it make sense to ...
Kris Verheire's user avatar
4 votes
1 answer
88 views

Statistics overview for engagement plan shows wrong numbers

I am experiencing weird behavior on engagement plan. We are running Sitecore 8.2 initial release. If I open the plan in "supervisor" mode I can see the overview on how much contacts are in each plan ...
Volodymyr Hil's user avatar
5 votes
2 answers
345 views

Cannot send emails as an Engagement Action [closed]

When selecting the action Send Email Campaign Message for an engagement plan in design phase, the dialog box opened up, contains all Email Campaign managers for all sites, but does not include emails ...
user1234's user avatar
  • 185
6 votes
1 answer
1k views

How do I execute an action when a user clicks a link in an EXM email?

I would like to execute an a rule (condition and action) when a user clicks a link in an EXM email. The ability to trigger a goal would also be acceptable. This seems like a simple request, but ...
Ben Golden's user avatar
  • 3,313
10 votes
1 answer
462 views

Engagement plans: Progressing from one state to another is taking significantly longer than the specified timeout

In short my question is: Why does it usually take significantly longer than the specified timeout time to progress from one state to another in an engagement plan? Detailed issue: A user has been ...
pwind's user avatar
  • 963