Tuesday, October 2, 2018

Sitecore 9 EXM Guide: Part 4 - Optimize your Multi-Lingual Email with Sitecore EXM Preferred language Functionality






This series is divided into four parts:

Sitecore 9 EXM Guide: Part 1 – How to Setup Sitecore 9 EXM in 5 Minutes
Sitecore 9 EXM Guide: Part 2 – Explore Sitecore 9 EXM Reporting
Sitecore 9 EXM Guide: Part 3 – Personalize Your Emails with Sitecore EXM Tokens



Think about the international audience and their Native language:

Research proved that user spends more time on email communication and web content if its written in their native language and chances of conversion might be double for those native language speakers if you send the communication in their native language.

And 2x is a game changer figure for big email campaign, so planning of the multi-linguage campaign is very important if your audience is multi-national/lingual.

Step By Step – Plan your email campaign in multi-lingual with Sitecore EXM

Build your customer segment based on language preference, and tag every customer with preferred language column and fill their native/preferred language.

I am going to create three below languages for my email campaign as below:

  • Arabic
  • English
  • Spanish




I am assuming we have done this task offline and prepare the offline CSV file with below attributes of the email contacts:

  •        First name
  •        Last name
  •        Email address
  •        Preferred language


The file will look like this:



I created 12 contacts with different preferred language which are English, Arabic and Spanish, here in the file we need to upload the language code.

Create the Languages in the Sitecore:

Go to System > languages > create Arabic and Spanish language >



Once you done with the language, the next step is to map the preferred language field with the imported contacts.

But the question is how? As Sitecore provided the functionality of sending the email based on preferred language



How to set User preferred language for each recipient?

So, we already have the data ready the only thing is to map the data with existing facet of the contact.

When we upload the CSV file, Sitecore in background creates the contact for each recipient and by default map only three facets as below:

  • First name
  • Last name
  • Email

Now, we have to map the fourth facet called prefrredlangauge/
So, follow the below steps to map the preferred language:

Go to the desktop:



Change the database from master to core




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

Here is the list of all default item derived from /ImportModelField template
Duplicate any item and change the data as below:


Change the duplicate item(Personal – preferred language” fields value as below:


  
Now all done from mapping side, lets quickly create one email campaign with three language version and based on the individual preference of the email list, Sitecore will pick the correct language version and send the email accordingly

Creating Multi-Lingual campaign with EXM

Go to EXM > create the Regular email campaign >

Select > simple html message > First_Campaign_Multi_lingual




Go to receipts tab > click on dropdown  > Add list from File > select the CSV file which we created in this blog>



Upload the list >



Go to Map Tab>

Great, I can see the new mapping field called “Preferred Language” which we just configured in the above steps:



Select all the File field with Sitecore field as above image,

12 contact has been imported in the Sitecore from CSV file:



Quickly I created the sample English message as below:



Now time to create the Arabic and Spanish version of the email:

Change the language > Arabic from language selector >

Enter the Arabic message template, here I entered the sample arabic content the below:



Same like Arabic, I created the Spanish version of the email, by selecting Spanish language from the language selector as below:




Now we have created all three version of the email, time to send the email message with multi-language functionality

  • Go to delivery tab >
  • Select the Multi- language > select the checkbox > Use preferred language >
  • Important Note: make sure you select the English language from language selector at the time of clicking the send message button, otherwise the selected language email version will send for all the recipients regardless of preferred language. 
  • Click on send email option




Now check the email, I am checking three emails for English, Arabic and Spanish

As per my file record, below would be the preferred language data based on email:



Here is the result:

Jack Daniel – Arabic Speaker:



Sachin Tendulkar – English



Virat Kohli – Spanish:


Hope this Article will help You

Happy Sitecoring..

Sitecore 9 EXM Guide: Part 3 - Personalize Your Emails with Sitecore EXM Tokens



This series is divided into four parts:

Sitecore 9 EXM Guide: Part 1 – How to Setup Sitecore 9 EXM in 5 Minutes
Sitecore 9 EXM Guide: Part 2 – Explore Sitecore 9 EXM Reporting
Sitecore 9 EXM Guide: Part 3 – Personalize Your Emails with Sitecore EXM Tokens


Don’t want to send the same message to all the customer, and want to setup some basic personalized message for each customer, for example – if I am sending message to Jack, so automatically it should start with Hi/Dear Jack – this functionality called “Token” replacement.

Sitecore out of the box, supports the use of tokens in the emails which allow us to automatically pull in specific bits of user information for greater personalization – such as a user first name, last name, email etc.

The following tokens are by default available in EXM:

·        $email$
·        $fullname$
·        $firstname$
·        $lastname$
·        $name$
·        $phone$

We can easily replace the above tokens in the email, now I am using the same example and showing how quickly we can replace the token with first and last name.

If you haven’t read my first Blog of this series then, please go through this link and then continue:



I have created the new campaign called “First_Email_Token” using Simple HTML message as below:



As you see I inserted some basic token in the subject and body which will replace the first and last name of the recipient  data, below is the basic subject and body which I used in my previous email, so you see the comparison of both the email, the only difference is token instead of hardcoded “text” or “name”



Now, there is quick way to check your token replacement, you don’t have to send the actual/test email to check this functionality

Go to detail section and click on right most corner dropdown icon as below:



Then click on “Preview for recipient” option and select one of the contact which you want to preview the token data:



I selected the Sachin data and click on Ok button, and here is the result:



As we can see, the token has been replaced with the first name and last name of the contact which is “Sachin” and “Tendulkar” as the first and last name..

Now, your first level of testing has been done, you can processed with the review and delivery of the campaign and check the result in the actual email client, I am just sending this campaign and let’s see the result:



Open the email client inbox, here I am using the YOPmail email client, and below is the preview of the actual email experience which customer will get from “Token replacement” functionality..




Note: this blog is for basic understanding of default Sitecore Token, how it works? And with live practical example. If you want to learn more about the custom token, then please refer the Sitecore custom token blog as below:


Hope this Article will help You

Happy Sitecoring..


Sitecore 9 EXM Guide: Part 2 - Explore Sitecore 9 EXM Reporting






This series is divided into four parts:

Sitecore 9 EXM Guide: Part 1 – How to Setup Sitecore 9 EXM in 5 Minutes
Sitecore 9 EXM Guide: Part 2 – Explore Sitecore 9 EXM Reporting
Sitecore 9 EXM Guide: Part 3 – Personalize Your Emails with Sitecore EXM Tokens


Continue from the First Blog:

Setup Your First Email With Sitecore 9 EXM in 5 Minutes

Are we really done with Setup the First Email ? No, where is the Report? Without Reporting, marketing is incomplete, so here we go to track and analyze the recent send campaign:

Go to the EXM > Reports > sent email campaigns > select your campaign



Click on First_email link, it will open the complete dashboard:




In this dashboard, you can explore each and everything regarding your email campaign for example – your email open rate, click rate, value and engagement , email campaign preview etc..

I haven’t open any emails, that’s why its not showing any open rate, let me open some emails:

I just open couple of email, now let’s see in the report section:



As you can see in the above image, unique opens now start tracking in the report.

Click on the First_email > it will go to the dashboard.




Click on Recipient activity, under this tab, there is a table called “Open and Click rates” at the bottom.

In this list, you can see all the people who opened the email, Time of day , bounced etc..



Also, you can track the Technology attribute of the email campaign, means who is your target platform customer –


  • Information of computer or mobile email user?
  • Which browser people are using more to open the email?
  • Which operating system they are using?

Just navigate to the overview tab > technology section




You can also track the value, engagement and landing page performance, if you have the landing page of the website which is linked from the email.

For More Information, Please check Sitecore Blog:

I Hope This Article will help you..

Happy Sitecoring..



Sitecore 9 EXM Guide: Part 1 - Setup Your First Email With Sitecore 9 EXM in 5 Minutes




This series is divided into four parts:

Sitecore 9 EXM Guide: Part 1 – How to Setup Sitecore 9 EXM in 5 Minutes
Sitecore 9 EXM Guide: Part 2 – Explore Sitecore 9 EXM Reporting
Sitecore 9 EXM Guide: Part 3 – Personalize Your Emails with Sitecore EXM Tokens


Are you beginner in EXM module and want to send your first email from Sitecore through EXM module, In the tutorial, I am explaining how to setup EXM module in Sitecore 9 – step by step.

In order to setup the EXM, there are two below prerequisite:

  1. List of emails: - need to provide the list of email subscription which will use in the EXM module to send the email.
  2. Email Delivery Configuration: It could be email cloud or custom SMTP




List of Emails:

You can easily upload the list of emails through list manager, here I am going to upload the CSV file which consist the first name, last name and email ids.

Steps:

Just create the CSV file, with below columns

  • First Name
  • Last Name
  • Email Address




Below is the sample record file:



Note: you can use any disposable email box for testing purpose, I used yopmail.com for the same.

Now, open the Sitecore application launch pad > marketing application > list manager >



Go to > Create > Create list from file >





Upload the CSV file, which we created in the previous steps

Map the file Column with Sitecore column field:



Click next > List manager will upload the contact the contacts from file and create in the sitecore
 


Now list manager task has been done, we succcefuuly  imported some sample emails in the sitecore, which we can use for sending email..

Custom Email SMTP configuration:

To send the email from Sitecore, you must need the SMTP server configuration, in this tutorial I am using Gmail SMTP settings, because everybody has the Gmail account and it’s really easy  to configure.

Steps:

  • Go to web.config file of the root folder of the application
  • Change the default setting to custom SMTP setting from web config
  • Search the key called “eds:define” in the web.config and make sure the value should be “CustomSMTP”



Configure your Gmail setting in CustomSMTP file

Go to \App_Config\Sitecore\EmailExperience\Sitecore.EDS.Providers.CustomSMTP.config



Update the SMTP setting in smtpSetting node as below (I used Gmail credential)



Now all prerequisites has been configured, let’s play with EXM module in Sitecore, and send your first email from Sitecore application 

  • Open the EXM module >
  • Go to sitecore application launch pad, click on email experience manager under marketing application:


 

Create the email campaign > Click create > Regular Email Campaign >





Select any predefined template, I selected simple html message for demo purpose and named it “first_email”  >



In general information tab, you can configure some basic information of the email campaign for example name, description etc, in the sender section you can configure “from name” and email, which will show in the email box.

Note: this is very important information, as many click rates are depending on the sender information.




Now, select your list of recipients, we already created the list in the previous steps, we just need to provide the reference of that list, as below:
 


Next tab is Message, as we selected the very basic template – Custom HTML, we can type just the sample html message for testing purpose as below:

 


Note: you can play with the html, select the other predefined template or import the custom HTML template as well.


 All set, ready to go, but wait “prevention is better than Cure”




We should always test our campaign before rollout to the customer, and Sitecoe provided this feature called “Review” means actual Review, send the email for testing first, you can send more than one testing email using comma separator as below:


 

Check your preview/ testing email –

Let me quickly check my email, whether email came or not

Yes, within a seconds, I got the email as below:



Now I can quickly review the test email and if you are happy with content and formatting and want to send to all the receipts, then go to the next steps to delivery tab:


Click on Send message button.. Boom – All done..

Check the actual email as below:



Hope this article will Help You.

Happy Sitecoring..