Getting Started: Email
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This document provides an overview of getting started with Sitecore EXM, including challenges, recommended approaches, and planning for deployment. It emphasizes starting simple, gradually adding complexity, and highlights a project timeline for implementation. Technical resources and next steps for further learning are also included.
Getting Started: Email
- 1. Getting Started With EXM Presented by: RolandVillemoes rv@alpha-solutions.us Semion McAlice sma@alpha-solutions.us
- 2. © 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. #Sitecore SYM 2 • Sitecore EXM – By Anthony Hook • Get going: Challenges & Recommendations • Recommended approaches • Planning an EXM deployment • Example of an EXM project • Technical demo Agenda
- 3. © 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. #Sitecore SYM 3 • Anthony’s slide(s) ? Sitecore EXM – by Anthony Hook
- 4. 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.
- 5. © 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. #Sitecore SYM 5 • 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 ourCRM – is that a problem? • Will my organization be able to handle and manage Sitecore EXM? • Recommendations • (next page) Challenges & Recommendations
- 6. © 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. #Sitecore SYM 6 • 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
- 7. © 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. #Sitecore SYM 7 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
- 8. © 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. #Sitecore SYM 8 EXM project Timeline Discov ery Kickoff Config & Setup Develop ment QA Testing UAT+ Produc tion 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
- 9. © 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. #Sitecore SYM 9 • Sample Solution – “Keep it simple” • Creating a EXM email in Sitecore • Example send-out –WE NEEDYOUR HELP! RIGHT NOW! Technical Demo
- 10. © 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. #Sitecore SYM 10 • http://www.alpha-solutions.us/get-started-with-sitecore-exm • http://goo.gl/8bgKAP (the short version) Technical Demo
- 11. Next steps/Resources 11 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
- 12. FOR DISCUSSION PURPOSESONLY. 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.