Session

EXM Newsletter Subscription, the cool way!

In 9.1 Sitecore introduced the Marketing Preference Center, a cool way to subscribe to Marketing Categories, which can be used to create segmented lists via the rules engine and can be taken as a receipient list for EXM newsletters.

Sitecore doesn't offer a way to subscribe to these categories, my module does this by custom Sitecore Forms fields and a custom Submit Action. The Form itself acts as the Marketing Preference Center itself, if you are a known contact.

The module was presented on 5th March on the SUGDE and it was an amazing Feedback, some of the participants asked if the module will be released in 9.4 as part of the product!

I would be glad to show the world my Module and here are some important points of the concept:

- I want to offer the contact the possibility to subscribe to marketing categories which can be attached to a manager root
- I want to use a global contact list as a base for all the segmented lists to filter the contacts
- I want to use Double-Opt-In because of GDPR!
- I want a Sitecore Forms backend where I can select Manager Roots and the global contact list
- If any double-opt-in setting is "true" the form should have the ability to get the manager root and a contact list where the contact will be subscribed to, otherwise the contact saves it's preferences every time.
- I want the possibility to identify the contact to have a similar behavior like the link in an email to the preference center
- I want to identify the contact and select it's preferences in the form
- I want a form that reacts on the behaviors of a known contact with conditions and security concerns
- Create the form that looks likes the (customized) preference center, regarding the conditions
- I want to have my own JavaScript magic in a form (maybe not necessary if you are tricky ;))
- Security should be always ensured, because no one should have the option to change another ones preferences by entering an email address

Much requirements, but the Module do it!

The presentation is already done, so I would be glad to present on the Virtual SUGCON 2020.

Best regards
Dirk

Dirk Schäfauer

Sitecore Senior Solution Architect at mmmake GmbH

Heilbronn, Germany

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