getting started: email

Getting Started WithEXMPresented by:

Roland [email protected]

Semion Mc [email protected]

mailto:[email protected]

mailto:[email protected]

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.

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• Sitecore EXM – By Anthony Hook

• Get going: Challenges & Recommendations

• Recommended approaches

• Planning an EXM deployment

• Example of an EXM project

• Technical demo

Agenda


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• Anthony’s slide(s) ?

Sitecore EXM – by Anthony Hook

How easy is it to get started with EXM?On the following slides we will walk through the steps need to get going easily with Sitecore EXM.


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• Challenges

• Email Marketing is a must-have – will it be complex to implement?

• How much will I need Sitecore consultants?

• Will it be an expensive project – short term/long term?

• Can I do transactional emails with EXM? Should I?

• My emails and list are in our CRM – is that a problem?

• Will my organization be able to handle and manage Sitecore EXM?

• Recommendations

• (next page)

Challenges & Recommendations


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• Start simple

• Continuously add complexity and functionality

• Keep Personalization simple, follow Sitecore Analytics Maturity Matrix

• Tokens

• Test E-Mails

• A/B testing

• Don’t embed images – images = spam

• Build up E-Mail like web pages (ideally with custom email components)

Recommended Approaches


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Planning an EXM deployment

• Amount of emails – monthly

• Signup with Sitecore MTA – license base on amount above

• Or use Custom MTA (SMTP) – no reporting (Sparkpost – separate service…)

• xDB

• Signup with Sitecore Spam Checker & Email Checker

• recommended

• Plan with a Dedicated EXM server – depending on your calculated amount of simultaneous emails.

• XXX mails pr. dedicated EXM server/hour


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EXM project

Timeline

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Week 1

• Email templates

• Recipients

• Test Strategy/Planning

• Kick-off meeting

• Install Sitecore with EXM,

configure for send-out

• Build and QA Scripts

• Support for server

setup and deployment

• Implement templates

• Custom reporting?

• CRM integration

• Personalization

• Test email send-out

(multiple devices)

• Test reporting/analytics

• Installation of EXM on Prod

• Deployment to UAT/Prod

• Security Hardening & Scalability Configuration

• Documentation

Week 2


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• Sample Solution – “Keep it simple”

• Creating a EXM email in Sitecore

• Example send-out – WE NEED YOUR HELP! RIGHT NOW!

Technical Demo


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• http://www.alpha-solutions.us/get-started-with-sitecore-exm

• http://goo.gl/8bgKAP (the short version)

Technical Demo

http://www.alpha-solutions.us/get-started-with-sitecore-exm

http://goo.gl/8bgKAP

Next steps/Resources

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What to do• Analyze & extend – identify what works for your users

• Add personalization

• Utilize A/B testing

• Remember: KISS

Resources available• https://doc.sitecore.net/

• Google!

• Blogs

• Alpha Solutions

FOR DISCUSSION PURPOSES ONLY. Sitecore Confidential and Proprietary. © 2016 Sitecore Corporation A/S. All rights reserved. Sitecore®

and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All

other brand and product names are the property of their respective owners.

getting started: email

Technology