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1. Sitecore Email Campaign Messages Section


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This related list shows the names of Sitecore EXM campaigns that have been dispatched in Sitecore and pushed to Salesforce by the scheduled task.

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More detail about each campaign is revealed by clicking on the list link.


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Note the following:

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If you have installed the optional S4S Analytics package in Salesforce, the following related list will be visible in the lead or contact record, or both. The Sitecore Campaign column will show the name of the Sitecore campaign that caused the recipient to visit the website. If missing, the visitor arrived by other means. In the example below, on visit 20, the lead (or contact) reached the website by clicking on a link in an email that was sent via the Houston Symposium XX campaign. The column, therefore, shows any click-throughs or First Click Email Links as seen in the image above. 

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Usage

After sending a Sitecore EXM email campaign, there are three ways to push EXM analytics to Salesforce using S4S EXM.

  • By running the S4S EXM scheduler task. By default, this scheduler run time has been set to 8 hours. You can change the scheduler run time by changing the agent called “S4SLBPlusScheduler” in S4SEXM.config. S4SEXM.config can be found in S4SLBPlusScheduler in \App_Config\Modules\S4S\S4SEXM.config.   The S4S EXM scheduler task will go through all the Sitecore EXM interactions since the last scheduler run time and push EXM analytics to relevant Salesforce Org and Entity. After the S4S EXM scheduler runs, it updates the “S4SEXM - Last run time of scheduled task” item in the content tree path /sitecore/system/Modules/S4S/Scheduled Tasks. See the figure below.

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  •   Run the Sitecore EXM interaction Sync to Salesforce explicitly from S4S EXM dashboard. It does the same thing as running the scheduled task.

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  •  Get Sitecore EXM analytics for individual Salesforce contact or lead records. You can get Sitecore EXM analytics into the individual Salesforce contact or lead by clicking “Get Get Sitecore Email Campaign Analytics” in Analytics in Salesforce. You can find more information about how to configure and set up this on the installation page.

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Prerequisites

For Sitecore 9.1 up to Sitecore 9.2

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IMPORTANT:  S4S EXM picks up Sitecore EXM interactions which are related to following types of Sitecore contacts;

  • Sitecore contacts which imported from S4SLB.
  • Sitecore contacts created when submitting a form with the "S4S Generic Save Action" submit action (these types of Sitecore contacts have S4SInfo facet's 'SalesforceEntityIdDictionary' field filled with Salesforce entity id and org id)

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