How to transfer EXM campaign and mail between environments?
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
add a comment |
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
add a comment |
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
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
exm
asked 1 hour ago
GatogordoGatogordo
11.3k21656
11.3k21656
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3 Answers
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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.
add a comment |
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.
add a comment |
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:
- Migrate also analytics data. (complex and risky way)
- 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.
add a comment |
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3 Answers
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active
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votes
3 Answers
3
active
oldest
votes
active
oldest
votes
active
oldest
votes
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.
add a comment |
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.
add a comment |
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.
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.
answered 1 hour ago
Bart VerdonckBart Verdonck
1,351120
1,351120
add a comment |
add a comment |
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.
add a comment |
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.
add a comment |
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.
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.
answered 41 mins ago
GatogordoGatogordo
11.3k21656
11.3k21656
add a comment |
add a comment |
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:
- Migrate also analytics data. (complex and risky way)
- 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.
add a comment |
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:
- Migrate also analytics data. (complex and risky way)
- 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.
add a comment |
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:
- Migrate also analytics data. (complex and risky way)
- 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.
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:
- Migrate also analytics data. (complex and risky way)
- 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.
answered 53 mins ago
AntonAnton
1,666213
1,666213
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add a comment |
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