Questions tagged [engagement-plans]
For questions related to the planning, creation, customization and use of engagement plans in Sitecore
17
questions
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 ...
6
votes
1
answer
1k
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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 ...
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?
5
votes
2
answers
345
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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 ...
5
votes
1
answer
1k
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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 ...
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 ...
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 ...
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 ...
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 ...
2
votes
1
answer
195
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 ...
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 ...
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?
1
vote
2
answers
93
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 ...
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 ...
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 ...
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 ...
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?