DISCOVER

Every movement begins with a moment.

Installing and Configuring Sitecore's Email Campaign Manager

Posted 24 July 2015 9:00 AM by Andy Makely

At Moxie, we often use the Sitecore Content Management System to build online solutions for our clients. One of the benefits of using Sitecore is that it allows you to learn more about your customers as they interact with your website. Sitecore also allows you to broadcast email campaigns from this same system, enabling you to target specific types of users with your emails. You can gather data from email click-throughs plus the resulting website visits using the same software that drives your website, thereby bringing the user’s data profile full circle — from website to email and back again.

We recently implemented Sitecore’s Email Campaign Manager (ECM) on our own website, MoxieUSA.com, in order to gain further insights into our users and to better meet their needs. The process of getting the ECM up and running in Sitecore 7.1 was not without its challenges, so I thought I would document what we experienced for the benefit of other Sitecore users who have yet to upgrade to version 8. With email capabilities more tightly integrated in Sitecore 8, we anticipate this being a much easier process.

Getting Started

Before you begin, you may wish to refer to the Sitecore ECM Administrator and Developer Guide and the ECM Marketer’s Guide, which can be found in the Sitecore Developer Network website under Products > Email Campaign Manager > Email Campaign Manager 2.1 (for CMS 6.6-7.2) > Documentation. These documents help you think everything through before you begin. But also be sure to read this full post because it could save you a lot of headaches as well.

One of the first decisions you need to make is how you wish to send your email. You can use your own mail servers or, for a small fee, you can use Dyn’s MTA service (brokered by Sitecore). We chose to leverage Dyn’s service because it offered more assurance that our marketing emails would not get marked as spam. Dyn is a trusted email broadcaster, and they are diligent about keeping their email servers listed in good status so that your emails get through. Also, if you choose to, you can purchase add-ons that allow you to preview your emails across multiple email clients (and you can purchase an additional spam check tool just to be sure). To configure the email service, visit the Sitecore App Center from within your CMS. There you can establish payment terms and test the connection between the service and your Web server.

Tip #1: If you are using Sitecore’s email service, you MUST set up an SPF record for the DNS entry for your website. You need to add "include:customerspf.sitecore.net" to this record, which essentially tells email systems that you are officially allowing Sitecore to send out emails on your behalf. This step increases the level of trust in your emails as they are sent and reduces the chance that they are designated as spam.

Tip #2: You may not realize this until later in the process, but the Sitecore ECM relies on being able to make Web requests to itself in order to display email previews and other content. So ask yourself this question: “If I open a Web browser from the desktop of my production Web server, can I view my website?” Your Web server may not be configured to see its own Web domain. You MUST fix this in order for the ECM to work. You might as well take care of this now, before you move on.

Once the Sitecore email service is established and connected, we move on to installing the ECM software. Be prepared for the fact that this process will require publishing your site multiple times, so make sure that any content that you do not wish to go live is protected from publishing. You can protect an item by selecting it, going to the Publish tab and clicking the “Restrictions>Change” button in the top ribbon menu. There you will find a checkbox for “Publishable,” and you can uncheck that box to keep that item from going live during a site-wide Publish command.

Under The Hood

To install the ECM software, we now have to dig a little deeper into Sitecore. We will be installing the Sitecore Email Campaign Manager version 2.1 into our Sitecore 7.1 CMS. The main steps to accomplish this goal are as follows:

1)    Install the SPEAK 1.0.0 package because the ECM was built using the SPEAK system, which provides an improved user interface experience.

2)    Install the ECM 2.1 package.

3)    Install the ECM 2 Save Actions module.

Step 1 should be pretty straightforward for any Sitecore developer. You simply download the SPEAK 1.0.0 package from the Sitecore Developer Network website and install it using the Sitecore Package installer within your CMS. Once this package is installed, Publish your full website (you can use Smart Publish).

Step 2 is where things get tricky.

Tip #3: You need to verify that your Web server can run .NET MVC 2. Yes, version 2. We had to add the following to our web.config to remedy this:

<dependentAssembly>
        <assemblyIdentity name="System.Web.Mvc" publicKeyToken="31bf3856ad364e35" />
        <bindingRedirect oldVersion="1.0.0.0-2.0.0.0" newVersion="3.0.0.0" />
</dependentAssembly>

Now we can install the Sitecore ECM 2.1 module using the Sitecore Package Installer, but be ready for a quick fix immediately afterward:

Tip #4: Is your Web server 32-bit or 64-bit? Do you have access to the Web server’s file system? You might want to make sure you do because there is a file installed by ECM that needs to be renamed in the /bin folder called either ChilkatDotNet2.x32 or .x64, depending on which type of operating system you have. We had to rename the appropriate file to ChilkatDotNet2.dll because the ECM package did not install an actual DLL for this library — and the website would not run without that DLL file in place.

After installing the ECM package (and renaming that DLL), publish the site again. Then you may proceed to Step 3 and install the Email Save Actions package.

If your CMS is not configured for multisite, you may be ready to start using your Email Campaign Manager. If you do use multisite, you should know:

Tip #5: Because we use the multisite features of Sitecore on MoxieUSA.com, we found that we had to implement the fix found on this Web page: https://kb.sitecore.net/articles/837879. The ECM was having a hard time determining which hostname to use for serving email content. Once this pipeline setting was in place, things started working.

As a finishing touch, you may want to go ahead and use the Security>Domain Manager to create a domain called “Emailcampaign,” which will be used by the ECM to maintain users subscribed to mailing lists.

Ready To Go

Ideally, you now have everything up and running, and you can launch the Email Campaign Manager from the Sitecore button in the lower left (look under All Applications > Email Campaign > Email Campaign Manager). If you have any trouble, be sure to refer back to the Sitecore ECM Administrator and Developer Guide.

I hope you have found this post useful for troubleshooting your Sitecore ECM installation. We have been very pleased with the results as we move forward with our email campaigns on this new platform.

Are you happy with your current email campaign system or looking for somebody to help your get set up with Sitecore’s? Let us know your thoughts in the comments section below.

Share:

Add your comment

 
 

 

Archive

Syndication

Tagcloud

#crisis #socialmediacrisis #socialmedia #digitalmarketing #socialmarketing #strategy #influencers #communication #pr #media #ideation #creation #content #planning #culture Snapchat Snap Inc. advertising marketing social media community management brand millennials authenticity Spectacles Wearables customer customer service Paid Media Podcasts Content Sponsored Ads Content Marketing #content #marketing #media #analytics #digitalmarketing #ideation #creation #production DecisionIQ strategy big data personalization Humanizeit Facebook Facebook Live Video Media Media Planning Data Intern Instagram Stories ftc guidelines social influencer social influencers social media influencers social media broadcasting live video Processing prototype prototyping user experience ux technology programming coding java ideas design visual arts mix reality mixed realities tutorial sketch Twitter Carousel Ads Ad Exchange Programmatic FBX Disney virtual reality projection mapping RFID Tumblr Voice Tone Axure wireframing UX software collaboration Measuring Usability UX Best Practices Designing User Journeys Stop counting clicks Designing for completion Designing for satisfaction Dieter Ram and User Experience Less is more Less but better Influencer Marketing learnability user interface user-created content gaming maker editor Super Mario Maker Nintendo digital media chat bots messaging mobile applications automation F8 Mark Zuckerberg Business F8 Conference Email office agency communication Slack Facebook at Work meetings productivity Wearable tech Healthcare Experience Patient Experience Service Design Strategy Creative Moxie VR Six Flags Six Flags Over Georgia theme parks Samsung Samsung Gear Samsung Galaxy VR headset Oculus Rift Playstation VR roller coasters Dare Devil Drive Websites Web dev development digital reactions emotion analytics dislike social metrics clicks Brands Consumers CPG Retail Consumer Marketing Consumer Insights Super Bowl Commercials Football Cultural Phenomenon Game adtech martec auto-responders automated marketing Experience Design Interaction Design Ecosystem iOS Healthkit Ad blocking Forbes Condé Nast GQ interactive media ad-light hashtags hashflags audience visual emojis campaign management 1-to-1 marketing omnichannel CES CES 2016 Oculus Sony PlayStation uSens HTC special mapping hand tracking games PetBot WonderWoof BowTie Pets OTT digital distribution Netflix Reed Hastings on-demand #yearahead #2016 #newyear #2016predictions #digitalstrategy #modernism user-generated content UGC Consumer Connection Integrated Marketing Manufacturers Accessibility usability engagement rate disability awareness creative process creativity fail fast hiring ideas imperfectionist perfectionist personnel progress test and learn fast casual restaurants social media campaigns QSR social strategies in-store promotions in-store social media promotions successful social media campaigns Logos Typography Branding #CPG #Retail #ConsumerInsights #CRM #ConsumerDirect #Seamless #OmniChannel #MoxieMakers #frontierism #intelligence #architecture insight moments Unit3C FutureX lab innovation open house Q&A UnitFilms 48in48 General Assembly Non-Profit Ponce City Market Branded design technical design style guide wireframes brand guidelines Consumer Products Interactive Marketing GIF social campaign modern marketing Cannes Lions new media pop culture meme Web Accessibility QA media buying mobile apps targeting wires Advertisers Apple Store EasyPay self-checkout app mobile payment Sporting Events Sitecore CMS delivery Content Marketing Strategy Brand Content Marketing Content Strategy Brand Content Strategy Social Content Strategy Cannes humanity what3words life saving dot Agency Partnership Agency Relationship Competitive Review Millennial Marketers email marketing omni-channel digital marketing esp email service provider process WCAG 2016 Planning Connected Omni AR Commerce Social Innovation Create Content Strategy OMMA MediaPost Internet Week TV & Video Media Planners Creative Conundrum real-time scalability Customization smartphone loyalty advocacy live streaming content democracy Open Source Node.js Cheerio Handlebars Hyperquext MongoDB Atlassian Stash PhantomJS Shopping On-demand economy Sharing economy Everything on demand Instant delivery iPhone App Amazon Now Build Automation DevOps Native Advertising Machina Forrester SXSW Machine Learning Data Streams Web search results Data Platforms ROI Instagram Purchase Behavior Like Content Consumer Channel Role and Purpose ExactTarget Salesforce Cloud Responsys Oracle Silverpop IBM Agency Culture Innovation and Technology Client Relationships Platform Partnerships Ever-evolving Digital Age geo-fencing tablet Android second-screen Austin FOMO Meerkat scaleable vector graphics Flash animation interactivity code browsers uber-savvy consumers integrated digital-connectedness Valentine's Über Bloom that Open Table Waze marketing research google music art sports illustration sculpture food green entertainment movies photography real time marketing cheat sheet smart homes vine print 3d printing street art painting fashion influencer movie billboard outdoor mobile wallet toys film halloween history space films cars anniversary
×

PLEASE PROVIDE YOUR INFORMATION
TO DOWNLOAD THE PAPER.

Error: All fields are required.
×
THANK YOU.
YOUR DOWNLOAD IS NOW AVAILABLE.