MarketingAutomation

Get Started

• Create settings
• Replace those tokens in epi__00__create_settings.ps1

* Execute that file to create the settings * Popup to exclude fiels with recommendations like "Urn" * To manage recipient lists in EpiServer (which is not able through the online UI), execute "epi__01__manage_lists_manually.ps1" where you can copy lists and much more

Hints

• Transactional Mailing are always single mailings consisting of a recipient list and a mailing
• Transactional Mailing can contain multiple recipient lists
• A Marketing Automation Process contains 1..n transactional mailings. This process sets the trigger for new recipient entries in a specific list.
• Be aware to fill all numerical values for the upload with 0, otherwise the api call will be canceled with a http500 code

How To in Epi

• Add more screenshots here
• Create an Email Template
• Create a Transactional Mailing refering to that template
• Create a Marketing Automation refering to that Transactional Mailing

Next steps

• Implement email html preview
• Implement test connection