Installation and configuration Sitecore Email Experience Manager Part-2

  EXM Part 2:   Explore EXM emails and reporting Data.

EXM module divided in to two series.

EXM Part 1:  Install&Configure EXM.
EXM Part 2:  Explore EXM emails and reporting Data.

In previous article we had setup EXM and test MTA. So let’s play with EXM and explore some basic feature like personalize email, multilingual email, reporting data.

Let’s start with list manager to create contact list.

I have already created list in local and put some emails. It’s have three fields.

First Name

Last Name

Email Address

three fields mandatory to upload contact list.

If you want to more fields like that preferred language, phone etc. then you have to add filed in core data base to below path.

/sitecore/client/Applications/List Manager/Dialogs/ImportWizardDialog/PageSettings/TabControl Parameters/Map/ImportModel

For now just skip this steps.

Click on launch pad and moving to create contact list. So I have created one contact list with csv format and going to upload this file. Just click on list manager it will redirect separate module where you can manage your contact list.

Now you will see Create button just click on that It will open menu and choose first one creates list from file. When you click on that it will open new popup and here you will choose file and just import this file.

After import successfully just click on MAP to bind column. Choose column as per respective names and click on next. In summary tabs you will see how many contacts imported here. Click on finish button and you will your list under dashboard.

Note: sometimes locking issue happened so don’t scared just one simple steps we can unlock this list. In top menu you will see Action button just click on that and choose unlock list.

 

That means our contact list ready to use send emails.

Let’s move on to create new campaign and sent it to the contacts which created earlier. So again coming back to Launchpad and navigate on Email Experience manager.

Yeah! you will see a separate module here. Where you can manage your emails and campaign.

Note: First one you have to set default setting for EXM by clicking on default setting button which is present on right top. It will open popup.

So click on create button it will open menus and choose regular email campaign.

  

It will open popup where you can select template as per your needed. I have choose here simple html text and give name accordingly.

Note:  you can choose here your custom page

When you click on create button it will redirect another page where you will see some configuration tabs.

 

In first General tab you will see general information, sender details. You can edit as per your needed.

Click on second Recipient tab here you will choose contact list which uploaded earlier. Here are two boxes one for include list and second exclude list. You have to go under include list and click on drop down it will show you contact list which is present under list. Choose which you uploaded.

Click on third message tab. Here you will be put subject and body.

Note: you can see I am using tokens to get first name and last name.  say for example I am sending email to jack so it should be go like Dear Jack, so in Sitecore we can achieve this through the tokens.

Multiple tokens we can use like.

$firstname$

$lastname$

$email$

$phone$

So moving on review tab you can send email here to instant check look & feel content. I just put my email id and clicking on sent button.

In below SS you see email which I wrote and see the first last name.

So finally moving on Delivery tab.

In this tab have many option like that delivery notification, multi lingual emails, scheduling emails. You can explore yourself each n every point.

i am just press button to send message.

For verifying we will move on mailbox now you will see email and first name last name whatever we have set tokens earlier in subject and email body.

firstly go on Dashboard to check reporting data. it will show you blank but Whenever you open any email the data reflect on dashboard. I opened 2 emails and for verifying just go on sent email campaign and click on campaign which is recently sent and see the reports data.

It’s have 4 tabs. You can explore more about reports data.

 

Hope you will be enjoying.

Happy coding!

if found anything miss in this article feel free put comment.