Sitecore Rules Integration

The Send2CRM personalization cookie can be used to integrate with Sitecore rules in the Experience Editor for a seamless user interface.

Create Sitecore Rules items

Create a new Tag named send2crm under /sitecore/system/Settings/Rules/Definitions/Tags.
Add this Tag to the Selected items for /sitecore/system/Settings/Rules/Conditional Renderings/Tags/Default.
Create an Element Folder named send2crm under /sitecore/system/Settings/Rules/Definitions/Elements.
Add the Tag from step 1 to the Selected items for /sitecore/system/Settings/Rules/Definitions/Elements/send2crm/Tags/Default.
Create a Condition named CookieValue under /sitecore/system/Settings/Rules/Definitions/Elements/send2crm:
- Text: “where Send2CRM Personalization [OperatorId,StringOperator,,compares to] [Value,,,personalize value]”
- Code: all code below including the namespace
- References: “bin/Sitecore.Kernel.dll,bin/System.Web.Http.dll”
- Language: “C#”
Save and publish all above.

namespace send2crm
{
    public class CookieValue<T> : Sitecore.Rules.Conditions.StringOperatorCondition<T> where T : Sitecore.Rules.RuleContext
    {
        public string Value { get; set; }
        protected override bool Execute(T ruleContext)
        {
            Sitecore.Diagnostics.Assert.ArgumentNotNull(ruleContext, "ruleContext");

            System.Web.HttpCookie customCookie = System.Web.HttpContext.Current.Request.Cookies.Get("send2crmPersonalization");
            if (customCookie == null) return false;

            return Compare(customCookie.Value, Value);
        }
    }
}

Apply the Rule

When using the Experience Editor, the new condition should now be visible under the send2crm heading.