Questions tagged [marketing-automation]

Questions related to Sitecore Marketing Automation can be tagged here.

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0answers
20 views

Contacts added by xConnect API not being enrolled in marketing automation

Has anyone had issues with contacts created via the xConnect API not enrolling in marketing automation plans? We've created a custom job which pulls in contact information from an external source and ...
1
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0answers
33 views

Certificate Error starting the Sitecore Marketing Automation Engine service [closed]

I am upgrading Sitecore xConnect from version 9.0.1 to 9.1.1 and after following steps from the Sitecore-911-Upgrade-Guide, I copy & pasted the provided files and folders to the xConnect folder. ...
2
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1answer
27 views

Contacts not enrolling in Automation Plan in XP Scaled topology

I am using events to enrol contacts in a Marketing Automation plan, and it works fine in XP Single topology, but in an XP Scaled topology (Azure PaaS) the contacts are not being enrolled. The plan is ...
2
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1answer
55 views

Marketing Automation Custom Listener with custom predicate fails to continue on the “No” path

I have a custom predicate which is used as a rule for a Custom Listener in Marketing Automation. It checks the value of a property in a custom event and, when it evaluates to True the journey proceeds ...
3
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2answers
72 views

How can I find out Triggered Goal on Sitecore Item

I have created a Goal, deployed and published it. After that, I have applied goal on Sitecore media Item. I am working with Sitecore 9 update 2. For More reference: https://urbansitecore.blog/2017/10/...
0
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1answer
43 views

Sitecore form and list manager contact not saving properly

I am using Sitecore form to subscribe to news. In the On submit of the form, I am triggering the goal. Once the goal is triggered, I have a marketing automation campaign which add the contact to the ...
2
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0answers
38 views

How to implement DI service configurator in Automation Engine service registration

I am seeking to inject a service with dependencies into a Marketing Automation Activity Type that will be instantiated by the Marketing Automation Engine. I have successfully injected a basic service ...
3
votes
1answer
49 views

Automation Engine activity type not retrieving custom facet

I have a custom activity type in Marketing Automation that is being processed correctly in the MA journey, however I am unable to retrieve a custom facet from the IContactProcessingContext in the ...
1
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0answers
57 views

Sitecore 9.0.1 Goal is not triggering

I have Sitecore 9.0 update 1 environment is in Azure PaaS. I have created a new goal and checked the "IsLiveEvent" to trigger the goal without ending the session. Goal is deployed and published. Now I ...
-1
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1answer
91 views

Activate Marketing Automation campaigns in Sitecore 9.1 is giving us “api 404 error”

When i activate the Marketing automation campaigns this error appear "The requested resource was not found." This issue appears after an upgrade from Sitecore 9.0 to 9.1. I compared the configs ...
0
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1answer
61 views

Marketing Automation module in Sitecore 9 with Marketer role

Can we access Marketing Automation module in sitecore 9 with a Marketer role? I am able to access this module as the admin user. But my marketing team is not able to access this module with Marketer ...
1
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1answer
71 views

Enrolling Anonymous Users to Marketing Automation

I am trying to enroll an anonymous user to a marketing automation plan but it didn't work. Basically the user will open campaign from Facebook, this campaign already created with the Sitecore ...
1
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0answers
30 views

How to handle changes to active automations?

We're in the process of standing up the Sitecore CMS 9.1 with Marketing Automation, and I've been theorising how we might best handle updating and versioning automation flows. We haven't run them to ...
2
votes
1answer
170 views

Is a Sitecore campaign triggered as a 'live event'?

In Sitecore, campaigns can be created for online and offline tracking. Those campaigns can then be triggered by adding sc_camp=the-unique-id to urls in social media or on the site itself. I want to ...
4
votes
2answers
108 views

Custom listener - where contact clicked email condition not firing

In SC9.1, I have a marketing automation that is triggering EXM emails. I'm using the where contact clicked email condition to direct the visitor through the automation. Marketing automation is not ...
1
vote
2answers
475 views

Sitecore 9.1 xConnect site not working

Background: I am trying to install Sitecore 9.1 XP0 developer topology on my local machine, however, the SIF install fails at task 65 out of 88 with the error message Installation error: Failed to ...
0
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1answer
72 views

Sitecore Azure 9.1 Marketing Operations service error

I'm receiving this error in my Sitecore 9.1 Azure Marketing Operations service. FYI my xCollect service is pointing to MongoDB instance so I have enabled sc.Xdb.Collection.Data.MongoDb.xml in ...
1
vote
2answers
45 views

How to get engagement plans that current user is enrolled in?

Sitecore Marketing Automation API defines how to enroll a contact in a plan, but doesn't mention how to get plans that current (or specified) contact is enrolled in. Is there an API for that? Sitecore ...
6
votes
1answer
108 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?
4
votes
1answer
69 views

Logic for Enroll contacts from list in Sitecore 9.1

There is a new cool feature called Enroll contacts from list in Sitecore 9.1: I'm wondering where the actual logic resists (which assembly and class). I'm going to utilize this functionality by ...
1
vote
1answer
256 views

MarketingAutomationService times out during Sitecore 9.1 install with SIF

Background Info: I am trying to install Sitecore 9.1 initial release with SIF. I want to install it on my development machine with the XP0 topology. I have been trying to use the XP0-SingleDeveloper....
10
votes
1answer
192 views

Automation Engine can't find custom predicate

I have create a custom predicate according to the documentation: https://doc.sitecore.net/developers/xp/segmentation/create-a-custom-predicate.html The rule has been defined in /sitecore/system/...
6
votes
3answers
92 views

How many personalization rules are too many? At what point does page/site performance start to take a hit?

A client wants to do basic personalization with a rule that changes a header image based on geolocation/zip code. They would like to try and cover as many individual zip codes as possible in a region. ...
2
votes
1answer
138 views

Custom predicate: YourLinqIsTooStrongException in CreateContactSearchQuery function

My custom rule checks if it is contact's birthday today. Birthdate from Personal facet and current date are compared (respectively their months and days). Following code should do it (at least by my ...
2
votes
1answer
71 views

Add Visitor into Contact List [duplicate]

For hands-on on Sitecore Automation tool, I have crated a Simple Automated campaign i.e if Logged-in user visited to specific page then goal will be trigger and If goal trigger then add user to ...
6
votes
2answers
360 views

List segmentation on custom rule YourLinqIsTooStrongException error

I've made a custom rule that enables the user to get a date field from any facet and see if that date's passed. I've made two variants, one for personalization and one for list segmentation/Marketing ...
2
votes
3answers
1k views

How to fix “Failed to instantiate a processor of type '”Sitecore.Xdb.MarketingAutomation.Processing.EventProcessor“'”

Marketing Automation is not working. When I check log in [xconnect]\Website\App_data\jobs\continuous\AutomationEngine\App_Data\Logs I have found this below error: Failed to instantiate a processor ...
2
votes
3answers
348 views

Where do I find log of Marketing automation custom activity or How to debug custom activity dlls?

This is my custom Activity: public SendPromoEmailActivity(ILogger<SendPromoEmailActivity> logger) : base((ILogger<IActivity>)logger) { } public override ActivityResult ...
0
votes
1answer
228 views

Postcondition the definition was not found error at the time of creating Automation plan by code

My code for creating Automation Plan var manager = ServiceLocator.ServiceProvider.GetDefinitionManagerFactory().GetDefinitionManager<IAutomationPlanDefinition>(); var currentTime = DateTime....
0
votes
1answer
105 views

How to add Activity Type in Marketing Operation actions tab?

I have followed this documentation. Have created Sitecore item and deploy *.dll under \xconnect\App_data\jobs\continuous\AutomationEngine folder and also created xml file named sc.MarketingAutomation....
1
vote
0answers
46 views

Why “Email clicked” And “Email opened” activity types are not shown in Marketing actions tab in sitecore 9.0.1?

There are two Activity types named "Email clicked" and "Email opened" in Marketing Automation. But both of these items are not loaded in Marketing Automation Tab. Why?
2
votes
1answer
274 views

Custom marketing automation activity does not work in Sitecore 9.0.1

I've created and successfully tested custom activity type in Sitecore 9.0.0 according to this guide: https://doc.sitecore.net/developers/xp/marketing-automation/activities/activity-types/add-activity-...
2
votes
1answer
184 views

Creating or editing Marketing Automation campaigns in Sitecore 9.0.1 is giving us “Authorization has been denied for this request.” in Chrome

We are using Sitecore 9.0.1 and Marketing Automation heavily on our current small project. On one of our environments, we are getting Authorization has been denied for this request. when we are ...
5
votes
2answers
611 views

Send email upon activation of the Marketing Automation plan

I have read the marketing automation documentation about how the automation works and it's usage - https://doc.sitecore.net/sitecore_experience_platform/digital_marketing/marketing_automation/...
4
votes
1answer
175 views

How to trigger an event when a customer don't open email using sitecore 9

We send a mail when a customer fill up a simple form. We want to trigger an event if that customer don't open that mail in 7 days. How to achieve this goal in sitecore 9 using marketing automation?
5
votes
1answer
100 views

Is there an automatic way to migrate engagement plans to marketing automation plans?

This question prompted when I was answering an Engagement Plans question. I couldn't find an answer anywhere nor an explicit mention that Marketing Automation Plans are essentially replacing ...