How to transfer EXM campaign and mail between environments?












3















My customer has prepared an automated campaign on the test environment. The campaign is used in a Form and is working fine on that test environment.



I need to transfer the form and the campaign to the production environment. How?



I packaged the form items and the related items in Email/Messages and installed them on production. The items are installed properly and the form is ok, but I do not get my campaign in the EXM admin.. what am I missing?










share|improve this question



























    3















    My customer has prepared an automated campaign on the test environment. The campaign is used in a Form and is working fine on that test environment.



    I need to transfer the form and the campaign to the production environment. How?



    I packaged the form items and the related items in Email/Messages and installed them on production. The items are installed properly and the form is ok, but I do not get my campaign in the EXM admin.. what am I missing?










    share|improve this question

























      3












      3








      3








      My customer has prepared an automated campaign on the test environment. The campaign is used in a Form and is working fine on that test environment.



      I need to transfer the form and the campaign to the production environment. How?



      I packaged the form items and the related items in Email/Messages and installed them on production. The items are installed properly and the form is ok, but I do not get my campaign in the EXM admin.. what am I missing?










      share|improve this question














      My customer has prepared an automated campaign on the test environment. The campaign is used in a Form and is working fine on that test environment.



      I need to transfer the form and the campaign to the production environment. How?



      I packaged the form items and the related items in Email/Messages and installed them on production. The items are installed properly and the form is ok, but I do not get my campaign in the EXM admin.. what am I missing?







      exm






      share|improve this question













      share|improve this question











      share|improve this question




      share|improve this question










      asked 1 hour ago









      GatogordoGatogordo

      11.3k21656




      11.3k21656






















          3 Answers
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          active

          oldest

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          2














          You need to go to the email message through the content editor. And click on "open exm", next click on "Full Email Campaign", go to the delivery tab and then you need to de-activate and re-activate the email message.



          enter image description here






          share|improve this answer































            1














            Apparently I also had to include some items from the Marketing Control Panel/Campaigns/Emails/.. that were related to my message. Otherwise there was a missing link in my mail item. Just wanted to add this to make the solution complete.



            After that was done, the "Open EXM" button on the item in the content editor (as suggested by Bart) worked perfectly. That opened my campaign in EXM and after re-activating, the mail appeared in the EXM overview.






            share|improve this answer































              0














              Email Experience Manager messages relies on analytics. When you transfer it by package, no analytics information is transferred. (e.g.: AutomationRanges and Automation states Mongo collections data).



              For example when you look on Sitecore.Demo for ExM, it comes with data that should be exported to Mongo to makes it work properly.



              How to overcome it:




              1. Migrate also analytics data. (complex and risky way)

              2. Move ExM campaign to initial workflow state(Draft). And click "Deploy" button. It should create required data in analytics db.


              P.S. ExM campaign creates separate campaign(under /sitecore/system/Marketing Control Panel/Campaigns/Emails) and engagement plan items(under /sitecore/system/Marketing Control Panel/Engagement Plans/Email Campaign) for each campaign. Make sure that you have added them to package as you haven't listed it in your question.






              share|improve this answer























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                3 Answers
                3






                active

                oldest

                votes








                3 Answers
                3






                active

                oldest

                votes









                active

                oldest

                votes






                active

                oldest

                votes









                2














                You need to go to the email message through the content editor. And click on "open exm", next click on "Full Email Campaign", go to the delivery tab and then you need to de-activate and re-activate the email message.



                enter image description here






                share|improve this answer




























                  2














                  You need to go to the email message through the content editor. And click on "open exm", next click on "Full Email Campaign", go to the delivery tab and then you need to de-activate and re-activate the email message.



                  enter image description here






                  share|improve this answer


























                    2












                    2








                    2







                    You need to go to the email message through the content editor. And click on "open exm", next click on "Full Email Campaign", go to the delivery tab and then you need to de-activate and re-activate the email message.



                    enter image description here






                    share|improve this answer













                    You need to go to the email message through the content editor. And click on "open exm", next click on "Full Email Campaign", go to the delivery tab and then you need to de-activate and re-activate the email message.



                    enter image description here







                    share|improve this answer












                    share|improve this answer



                    share|improve this answer










                    answered 1 hour ago









                    Bart VerdonckBart Verdonck

                    1,351120




                    1,351120























                        1














                        Apparently I also had to include some items from the Marketing Control Panel/Campaigns/Emails/.. that were related to my message. Otherwise there was a missing link in my mail item. Just wanted to add this to make the solution complete.



                        After that was done, the "Open EXM" button on the item in the content editor (as suggested by Bart) worked perfectly. That opened my campaign in EXM and after re-activating, the mail appeared in the EXM overview.






                        share|improve this answer




























                          1














                          Apparently I also had to include some items from the Marketing Control Panel/Campaigns/Emails/.. that were related to my message. Otherwise there was a missing link in my mail item. Just wanted to add this to make the solution complete.



                          After that was done, the "Open EXM" button on the item in the content editor (as suggested by Bart) worked perfectly. That opened my campaign in EXM and after re-activating, the mail appeared in the EXM overview.






                          share|improve this answer


























                            1












                            1








                            1







                            Apparently I also had to include some items from the Marketing Control Panel/Campaigns/Emails/.. that were related to my message. Otherwise there was a missing link in my mail item. Just wanted to add this to make the solution complete.



                            After that was done, the "Open EXM" button on the item in the content editor (as suggested by Bart) worked perfectly. That opened my campaign in EXM and after re-activating, the mail appeared in the EXM overview.






                            share|improve this answer













                            Apparently I also had to include some items from the Marketing Control Panel/Campaigns/Emails/.. that were related to my message. Otherwise there was a missing link in my mail item. Just wanted to add this to make the solution complete.



                            After that was done, the "Open EXM" button on the item in the content editor (as suggested by Bart) worked perfectly. That opened my campaign in EXM and after re-activating, the mail appeared in the EXM overview.







                            share|improve this answer












                            share|improve this answer



                            share|improve this answer










                            answered 41 mins ago









                            GatogordoGatogordo

                            11.3k21656




                            11.3k21656























                                0














                                Email Experience Manager messages relies on analytics. When you transfer it by package, no analytics information is transferred. (e.g.: AutomationRanges and Automation states Mongo collections data).



                                For example when you look on Sitecore.Demo for ExM, it comes with data that should be exported to Mongo to makes it work properly.



                                How to overcome it:




                                1. Migrate also analytics data. (complex and risky way)

                                2. Move ExM campaign to initial workflow state(Draft). And click "Deploy" button. It should create required data in analytics db.


                                P.S. ExM campaign creates separate campaign(under /sitecore/system/Marketing Control Panel/Campaigns/Emails) and engagement plan items(under /sitecore/system/Marketing Control Panel/Engagement Plans/Email Campaign) for each campaign. Make sure that you have added them to package as you haven't listed it in your question.






                                share|improve this answer




























                                  0














                                  Email Experience Manager messages relies on analytics. When you transfer it by package, no analytics information is transferred. (e.g.: AutomationRanges and Automation states Mongo collections data).



                                  For example when you look on Sitecore.Demo for ExM, it comes with data that should be exported to Mongo to makes it work properly.



                                  How to overcome it:




                                  1. Migrate also analytics data. (complex and risky way)

                                  2. Move ExM campaign to initial workflow state(Draft). And click "Deploy" button. It should create required data in analytics db.


                                  P.S. ExM campaign creates separate campaign(under /sitecore/system/Marketing Control Panel/Campaigns/Emails) and engagement plan items(under /sitecore/system/Marketing Control Panel/Engagement Plans/Email Campaign) for each campaign. Make sure that you have added them to package as you haven't listed it in your question.






                                  share|improve this answer


























                                    0












                                    0








                                    0







                                    Email Experience Manager messages relies on analytics. When you transfer it by package, no analytics information is transferred. (e.g.: AutomationRanges and Automation states Mongo collections data).



                                    For example when you look on Sitecore.Demo for ExM, it comes with data that should be exported to Mongo to makes it work properly.



                                    How to overcome it:




                                    1. Migrate also analytics data. (complex and risky way)

                                    2. Move ExM campaign to initial workflow state(Draft). And click "Deploy" button. It should create required data in analytics db.


                                    P.S. ExM campaign creates separate campaign(under /sitecore/system/Marketing Control Panel/Campaigns/Emails) and engagement plan items(under /sitecore/system/Marketing Control Panel/Engagement Plans/Email Campaign) for each campaign. Make sure that you have added them to package as you haven't listed it in your question.






                                    share|improve this answer













                                    Email Experience Manager messages relies on analytics. When you transfer it by package, no analytics information is transferred. (e.g.: AutomationRanges and Automation states Mongo collections data).



                                    For example when you look on Sitecore.Demo for ExM, it comes with data that should be exported to Mongo to makes it work properly.



                                    How to overcome it:




                                    1. Migrate also analytics data. (complex and risky way)

                                    2. Move ExM campaign to initial workflow state(Draft). And click "Deploy" button. It should create required data in analytics db.


                                    P.S. ExM campaign creates separate campaign(under /sitecore/system/Marketing Control Panel/Campaigns/Emails) and engagement plan items(under /sitecore/system/Marketing Control Panel/Engagement Plans/Email Campaign) for each campaign. Make sure that you have added them to package as you haven't listed it in your question.







                                    share|improve this answer












                                    share|improve this answer



                                    share|improve this answer










                                    answered 53 mins ago









                                    AntonAnton

                                    1,666213




                                    1,666213






























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