marketing automation with dotcms

@dotcms

Marketing AutomationdotCMS as a Marketing Funnel

Marketing Automation

How we use this now• Landing Page Calls to Action

• Trial License Requests / Fulfillment

• Cloud Purchases - Generate a payment/subscription

link using Amazon’s payment service


Ingredients• Content (any kind will do)

• HTML Forms (with some js sugar)

• RESTful Web Services

• Workflows

• OSGi

• Actionlets


Trial License Content Type

• Just Content!

• Textarea for

license

• Capture remote IP

• Careful with

required fields


Trial License Form

• Simple Form

• JS and Server Side

Validation

• Uses jquery ajax to

post into the

contentAPI


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Trial License Form Code

$(document).ready(function() {

$("#newPost").submit(function(e) {

e.preventDefault();

var dataObj={

'ipAddress': "107.17.98.234",

'stName':'LicenseRequest'

};

if($('#name').val() != undefined && $('#name').val().length > 0){

dataObj.name = $('#name').val();

}

if($('#email').val() != undefined && $('#email').val().length > 0){

dataObj.email = $('#email').val();

}

if($('#company').val() != undefined && $('#company').val().length > 0){

dataObj.company = $('#company').val();

}

if($('#phone').val() != undefined && $('#phone').val().length > 0){

dataObj.phone = $('#phone').val();

}

if($('#contactMe-0').is(':checked')){

dataObj.contactMe = true;


Trial License Workflow

• 3 Steps:

• Initial Request

• License Sent

• Pending Followup

• Send License Actions

Happens Automatically on

Content Submit.

• Mandatory Workflow


• Uses Custom Actionlet

• Can do multiple sub

actions in a single action

Send License Workflow Action

• “Generate dotCMS

License” creates license

code, Sends Email, and

automatically publishes

and notify users sends

bizdev an email


Send Email Actionlet

• Takes custom

parameters

• Available on Github

• Sends an email (velocity

.vtl file)

• Reusable - used to

• Marketing Contact

• Cloud Purchases


User Picks up License


Javascript fires workflow


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Javascript fires Workflow on Page View

var dotContent = {

"workflowEndPoint" :

“/DotAjaxDirector/com.dotmarketing.portlets.workflows.ajax.WfTaskAjax?cmd=executeAction

&r=0.3753547026720653",

"fireWorkflow" : function(contentInode, workflowId){

var dataObj={

"wfActionId" : workflowId,

"wfContentletId" : contentInode

}

$.ajax({

url: this.workflowEndPoint,

type: 'POST',

cache:false,

data: dataObj,

success: function(data,status,xhr) {

console.log("works!");

},

error: function(data,status,xhr) {

alert("Workflow Failed");

}


Post to Salesforce

• Takes the content as a

param

• Sets fields using

velocity - can include

logic

• Uses Salesforce Web

to Lead Form


Post to Salesforce


Cloud Purchase Process

Thank You!

marketing automation with dotcms

Software