Questions tagged [marketing-automation]
Questions related to Sitecore Marketing Automation can be tagged here.
57
questions
0
votes
1
answer
40
views
How to Export/Import Marketing Automation Plan across Sitecore instances
With having xConnect and Sitecore 9.3. When we create a marketing automation plan on a local/dev machine and we want to install/export it to the next environment, let's say QA. What is the recommended ...
- 1,553
0
votes
0
answers
22
views
Contacts in List Manager gets replaced by new ones in Sitecore 10.1.0
I followed the below documentation and added a custom submit action in Sitecore 10.1.0.
https://doc.sitecore.com/xp/en/developers/93/sitecore-experience-manager/walkthrough--creating-a-custom-submit-...
- 1
0
votes
1
answer
81
views
Custom action throwing 500 error while saving
I created a custom action, followed all steps mentioned in https://doc.sitecore.com/en/developers/93/sitecore-experience-platform/create-an-activity-type.html
i can see my custom action in the ...
- 23
1
vote
2
answers
107
views
Load Contact by ID in XConnect Automation Engine Context
I have created an Automation Plan and its enrollment is based on Custom Page Event.
The Plan is working as expected, but the contacts are not multiple-enrolled. Meaning that if the contact already in ...
0
votes
2
answers
166
views
How to add a custom condition to appear in marketing automation "rules" panel?
I'm using Sitecore 10.
I want to create a custom condition and have it show when creating a new marketing automation campaign as an option when creating a "rule" for starting the campaign. I ...
- 803
0
votes
1
answer
96
views
Sitecore 9.3 - Can we allow unsigned Certificate during Installation and still run the Marketing automation service
I am trying to install Sitecore 9.3 using the PowerShell scripts "XP0-SingleDeveloper.ps1".
The script stops the installation and throws error on starting the Marketing Automation service.
...
- 41
0
votes
1
answer
42
views
Adding validations to marketing automation activity type parameters
I'm using Sitecore 9.3
Is it possible to add Sitecore validations to the parameters of a marketing automation activity type? I have a parameter called "Title" for example, and I'd like to ...
- 803
0
votes
1
answer
59
views
Engagement Plans in Sitecore 10
We are looking to upgrade to Sitecore 10 from 8.1, the current site using Marketing Engagement Plan(s).
Are engagement plans used in Sitecore 10. If not what are they replaced with and is there a ...
1
vote
0
answers
140
views
ERROR in Sitecore EXM marketing automation: Multiple actions were found that match the request
Trying to create a simple custom token to add on my email campaign. After following this documentation from Sitecore, again I encountered an error.
https://doc.sitecore.com/developers/exm/90/email-...
0
votes
0
answers
204
views
Sitecore 9.3 EXM - SQL timeout issue
While doing Marketing automation in the send email step I am seeing below error in the logs. It is continuously attempting to send email and logging this error. It is able to send the email sometimes.
...
- 345
3
votes
2
answers
93
views
Two different contact for form submit and Email campaign history
I see two different contact when same user is register for email campaign and for page visit, need to merge this to one, how can i do so?
The first contact you see in above image is email history ...
- 43
3
votes
1
answer
76
views
Multiple version of marketing automation models
How are you guys handling multiple version of a marketingautomationengine model in your current solution.
Let's assume I have mymodel,1.0.json which looks like below
{
"Name": "mymodel",
"...
0
votes
1
answer
219
views
Saving Marketing Automation campaign throws an error
When I create a new campaign in marketing automation from blank and save it, Sitecore throws an error:
ERROR [Sitecore Services]: HTTP POST
URL https://sitecoreclean93sc.dev.local/sitecore/api/ma/...
- 234
0
votes
2
answers
79
views
In SC 9.3 Marketing Automation Plan, will contacts go to the yes path immediately or wait until the time has elapsed?
In Sitecore 9.3 Marketing Automation plan, I have the following Custom listener. In this case, will the contact go to the yes path and continue as soon as it triggers the campaign and channel or will ...
0
votes
2
answers
62
views
Auto Contact Enrollment, Sitecore 9.0.2
Is there a way I can auto enroll a list of contacts, created in list manager to a campaign ? I see 9.1 has an option to do it.
- 61
2
votes
0
answers
224
views
Rebus INFO messages appearing in Marketing Automation webjob console log output
I am running Marketing Automation 9.1.1 in Azure PaaS, scaled topology. The MA engine is running fine but I am only recently seeing some new INFO messages in the WebJobs console output when new ...
- 853
2
votes
0
answers
83
views
Marketing Automation CultureInfo.CurrentCulture problem
I have marketing automation campaign where I use xconnect segmentation rule Sitecore.XConnect.Segmentation.Predicates.Interactions.ChannelGroupMatches.
There are a lot of this error in my Automation ...
- 2,974
3
votes
3
answers
141
views
Get Phone Number List Facet from IContactProcessingContext
I have a custom activity in marketing automation. Then I try to get phone number when user IContactProcessingContext, but
context.Contact.GetFacet() return null. Any suggestions as to what I need to ...
- 143
0
votes
0
answers
72
views
Some pages are not logging goals
I am facing a weird issue in my project. I am triggering goal programmatic way for some pages based on some fulfilling custom conditions. I am using the Sitecore 9.1 initial release. Here is my code:
...
- 506
3
votes
1
answer
72
views
Marketing Automation - Unable to see imported Active EXM Campaigns
I'm trying to move a package of automated email campaigns to another environment.
I created a Sitecore package from the Email \ Messages bucket folder for two draft automated email campaigns.
I then ...
- 1,303
2
votes
1
answer
170
views
Capture Session Timeout Event in Sitecore Marketing Automation
I am working on Sitecore 9.0.2 and we have a requirement to send a reminder email through marketing automation. We have a scenario where contact will land on registration page and provide email/...
- 97
1
vote
2
answers
141
views
Sitecore Marketing Automation Custom Activity [closed]
I tried to create Sitecore custom activity which appears on the Marketing automation control panel UI but does not call the invoke method when I pass the send sms service to it. If the invoke method ...
- 11
4
votes
1
answer
242
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 ...
- 371
1
vote
0
answers
182
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. ...
- 83
2
votes
1
answer
171
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 ...
- 853
3
votes
1
answer
248
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 ...
- 853
2
votes
2
answers
1k
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 the goal on the Sitecore Media Item. I am working with Sitecore 9 update 2.
For More reference: https://urbansitecore.blog/...
- 1,557
1
vote
2
answers
396
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 ...
- 293
2
votes
0
answers
128
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 ...
- 853
3
votes
1
answer
173
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 ...
- 853
-1
votes
1
answer
253
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 ...
- 1
0
votes
1
answer
90
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 ...
- 129
1
vote
1
answer
260
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 ...
- 123
1
vote
0
answers
38
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
1
answer
417
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 ...
- 1,591
3
votes
2
answers
330
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 ...
- 1,036
1
vote
3
answers
1k
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 ...
- 834
0
votes
1
answer
185
views
Sitecore Azure 9.1 Marketing Operations service error [closed]
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
2
answers
92
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 ...
- 1,801
6
votes
1
answer
118
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?
- 996
4
votes
1
answer
145
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 ...
- 103
2
votes
2
answers
942
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....
- 617
12
votes
1
answer
733
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/...
- 860
6
votes
3
answers
305
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. ...
- 61
3
votes
1
answer
359
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 ...
- 133
2
votes
1
answer
97
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 ...
- 687
6
votes
2
answers
788
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 ...
- 614
2
votes
4
answers
3k
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 ...
- 465
2
votes
3
answers
703
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 ...
- 465
0
votes
1
answer
520
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....
- 465