SITECORE LIST MANAGER ( Part 5 ) : SAVE CONTACTS INTO LIST USING MARKETING AUTOMATION AND FORMS

 

Marketing automation is a very powerful tool of Sitecore, it provides a facility to create an automated online campaign with a user-friendly drag and drop interface.

You can use Marketing automation to add contacts into the List from Sitecore 9 Forms instead to create a new custom submit action.

In this blog, we are going to trigger goals on the form, and using Marketing automation, we will add contacts into the list when the goal will be triggered.

Prerequisites

• Create one Goal let’s say “FormGoalTrigger” and deploy it. You can refer to this link to create Goal.
• Go to List Manager and create “Empty Contact List” with the name “FormList”. You can refer to this list to create a List.
• To save contacts into List, contact must be in xDB, this can be done to create a custom submit action to update contact using First Name, Last Name, and Email. You can take references from here Walkthrough: Creating a custom submit action that updates contact details (sitecore.com) or you can install “Form Extension Module” from the marketplace.

Forms

• Create a form with fields First Name, Last Name, and Email with Submit button.
  
  
  
  
  

  • Click on Submit button then go to Submit actions and select “Trigger Goal” submit action.
  • From the popup select the “FormGoalTrigger” goal and click OK.

  Marketing Automation

  • Now go to Marketing Automation and click on Create button.
  • Now click on Start point.
    
    
    
    
    

    • Select a goal from the drop-down, the goal will be “FormGoalTrigger”.
      
      
      
      
      

      • Click on Apply.
        
        
        
        
        

        • From Marketing actions, drag and drop the “Add contact to a list” action.
          
          
          
          
          

          • Click on “Add contact to a list” from the flow chart, select “FormList“List and click on apply.
            
            
            
            

            • Click on save, type Name, and make sure you have activated the campaign
              
              
              
              
              When you will fill the form, you have to wait till session timeout and after session, timeout contact will be added to the List