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15 votes
Accepted

Automation Engine can't find custom predicate

Turns out this had a really easy answer (after conferring with Sitecore Support). XML-files for Automation Engine must have the prefix sc., so I renamed MyPredicates.xml to sc.MyPredicates.xml, and ...
TheHvidsten's user avatar
  • 1,004
7 votes
Accepted

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

As mentioned elsewhere, the log files are in [yourxconnectroot]\App_data\jobs\continuous\AutomationEngine\App_Data\Logs. You can change the log level in: \App_data\jobs\continuous\AutomationEngine\...
Jacob Nielsen's user avatar
7 votes
Accepted

List segmentation on custom rule YourLinqIsTooStrongException error

Sadly, my solution was too ambitious for the Sitecore predicate engine. The solution was to re-write the condition to a bare-bones implementation where a Facet it retrieved by strong-typed class. ...
Mark-Danney's user avatar
6 votes
Accepted

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

Due to the technological and fundamental differences between Engagement Plans and Marketing Automation, there is no migration path short of manually recreating the plans. Marketing Automation uses ...
Pete Navarra's user avatar
  • 14.7k
5 votes
Accepted

Custom predicate: YourLinqIsTooStrongException in CreateContactSearchQuery function

The real problem with the question/answer linked in the description is the use of custom methods as part of the expression. This type of exception is normally about types of queries that are not ...
eglasius's user avatar
  • 456
5 votes

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

Without having done any testing, I think that one of the important considerations here would be "what kind of personalization conditions will cause performance impacts?" The rules engine is very ...
Matthew FitzGerald-Chamberlain's user avatar
5 votes
Accepted

Marketing Automation module in Sitecore 9 with Marketer role

Not clear what the Marketer role which you mentioned above, but to your question to access Marketing Automation module, you need to have the "Marketing Automation Editors". You can refer the detail ...
Gobinath Saminathan's user avatar
5 votes
Accepted

Automation Engine activity type not retrieving custom facet

The Marketing Automation engine requires you to define custom facets that will be available when the contact is evaluated. You will need to patch in your custom facet to the IncludeFacetNames section ...
George Tucker's user avatar
4 votes

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

Campaigns are not treated as live events OOTB. Live events are only detected for page events and outcomes by corresponding processors: Sitecore.Xdb.MarketingAutomation.Tracking.Pipelines....
grg's user avatar
  • 1,811
3 votes
Accepted

Enrolling Anonymous Users to Marketing Automation

You can not add anonymous contacts to Automation Plans. You will need to identify them first. Additionally, if you are planning on sending this user an email, you have to know information about the ...
Pete Navarra's user avatar
  • 14.7k
3 votes

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

Nothing significant from a performance perspective. But there are other issues. I wouldn't worry about this from a performance perspective. While there is a certain overhead on the Rules Engine I ...
Mark Cassidy's user avatar
  • 25.3k
3 votes
Accepted

What happens to enrolled contacts when they are merged?

Based on Sitecore documentation engagement plan enrollments are not merged. Hence you have to implement any required logic yourself. Be it purging the source contact from all plans before merging or ...
grg's user avatar
  • 1,811
3 votes

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

In my opinion, the only answer to your question is "it depends". It depends on many factors: what is the acceptable page generation time how many visits your site has how many servers you have can ...
Marek Musielak's user avatar
  • 23.8k
3 votes
Accepted

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

Please check the SSL certificate of {website}.xconnect in IIS. Also please check the license file of .\Website\App_data\jobs\continuous\AutomationEngine\App_Data and thumbprint of .\Website\App_data\...
ATT's user avatar
  • 146
3 votes
Accepted

Custom marketing automation activity does not work in Sitecore 9.0.1

I have checked birmit's blog, actually you have to update angular dependency to 5. package.json is => { "name": "demo9.features.sendemailpromo", "version": "0.0.0", "description": "Sitecore 9 ...
Anik Saha's user avatar
  • 475
3 votes
Accepted

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

There are generally two reasons why one would get the Required Anti-Forgery Cookie error message. There is a client issue with your browser preventing the cookies from being read correctly. The error ...
Pete Navarra's user avatar
  • 14.7k
3 votes
Accepted

How can I find out Triggered Goal on Sitecore Item

When does is it written to xDB Like the other answers said, it is written when the session closes. The time it takes to be written is in the web.config, in the session config. In the xml below, it is ...
Chris Auer's user avatar
  • 13.1k
3 votes
Accepted

Marketing Automation - Unable to see imported Active EXM Campaigns

Not sure of the underlying reason for it, however if you deactivate the message it will be unprotected and you can then move it to the dynamically created folder in the environment that you've moved ...
andyp's user avatar
  • 903
2 votes

Send email upon activation of the Marketing Automation plan

There are a couple of different approaches, but first a bit of background information. When a contact/interaction/facet is added/updated and submitted to xConnect (at the end of the session), a work ...
Jacob Nielsen's user avatar
2 votes

How to add Activity Type in Marketing Operation actions tab?

There are several components that go into creating an Activity Type. Once you have the code implemented, you need to ensure the rest of the system is configured to make use of your new code. Step 1: ...
Jason St-Cyr's user avatar
  • 6,791
2 votes

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

Where the Marketing Automation logs located depends how the service was installed. The one of the way how to determine where the log for marketing automation located just to find the current service ...
Vlad Shpak's user avatar
  • 1,792
2 votes

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

The plans a contact is enrolled in is stored in a built-in facet on the contact called AutomationPlanEnrollmentCache. You can get the facet like this: using (XConnectClient client = ...
TheHvidsten's user avatar
  • 1,004
2 votes

Sitecore 9.1 xConnect site not working

I suspect you are running into a certificate issue where you have self signed certificates in the Trusted Root that need to be removed. Check out this blog post. https://getfishtank.ca/en/blog/...
Pete Navarra's user avatar
  • 14.7k
2 votes

Custom listener - where contact clicked email condition not firing

I have experienced this issue first hand in the past. The Marketing Automation engine is the sole process responsible for determining whether the contact has met the requirements in order to enter or ...
Pete Navarra's user avatar
  • 14.7k
2 votes
Accepted

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

To get around this issue I retrieved the interactions from the Contact via the code below. If anyone can explain why, that would be helpful, but this should get you out of trouble. Contact contact = ...
andyp's user avatar
  • 903
2 votes
Accepted

Contacts added by xConnect API not being enrolled in marketing automation

It turns out this had nothing to do with how I was adding contacts or their identifiers or their facets. It's to do with interactions. Contacts aren't enrolled into a marketing automation plan until ...
MarkRadford's user avatar
2 votes

Engagement Plans in Sitecore 10

Engagement plans are replaced by Marketing Automation plans from Sitecore 9. I don't think there is an upgrade path offered by Sitecore. You can refer this answer from Pete - https://sitecore....
Paulson Maclean's user avatar
2 votes
Accepted

How to add a custom condition to appear in marketing automation "rules" panel?

I found out how to do it: if you want to add your new rule set to an existing group (like Contact, Campaign, Channel, etc.) Then just assign a group to your new rule set from here if you want your ...
Mie ElMansy's user avatar
2 votes

Failed to start the Marketing Automation Engine service - Sitecore 10 installation failed on Windows 11

Solution: The issue was resolved by disabling TLS 1.3 over TCP. New-Item 'HKLM:\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.3\Server' -Force | Out-Null New-ItemProperty ...
Himmat Singh Dulawat's user avatar
1 vote
Accepted

Custom listener - where contact clicked email condition not firing

So, I found the reason my listener wasn't firing. It turns out, the listener Sitecore.EmailCampaign.Activities.ClickListener listens for a specific ClickPageEventId. The GUID that it's listening for ...
James Williamson's user avatar

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