Integrate Sitecore form with Sitecore Send to send data

In this blog, I will give you a walkthrough on how we can connect Sitecore form to our new marketing automation friend Sitecore send to submit data.

Create a Sitecore send account before going ahead. You can choose from different plans available with different features at different prices or you can also use the trail/free version for one month to explore. However, all features are not available in the free version for one month.

If you already have Sitecore send account. Lets start by following below steps:

1. Create a Email List in Sitecore send

Create a Email List from email list option available under audience menu option(refer below image). It is really easy to create and add members with just few clicks. By default, there are Name, Mobile and Email fields for each member in Email list. Email is the mandatory field here. You can also add custom fields if required and perform computations. We will discuss that in another blog.

2. Create a Sitecore form

Create a Sitecore form with email as mandatory field, name and few other fields if required(refer below for an example)

For more details, refer https://doc.sitecore.com/xp/en/users/93/sitecore-experience-platform/creating-forms.html

3. Create a Sitecore custom submit action

a. Create a submit action item under /sitecore/system/Settings/Forms/Submit Actions and add the Submit Action class to the model type field.

b. Then, add the custom submit action to the form’s submit button.

c. Create a custom submit action class

First copy the IDs of email list and Sitecore Send API Key from Sitecore Send(refer below images) that we will use while making a call to Sitecore send:

API Key:

Email List ID

d. Now inherit the SubmitActionBase and override Execute method to add a code snippet by which a POST request is made to the Uri(refer below code) asynchronously. You will get a Boolean response from the API call about status.

using Newtonsoft.Json;
using Sitecore.Diagnostics;
using Sitecore.ExperienceForms.Models;
using Sitecore.ExperienceForms.Mvc.Models.Fields;
using Sitecore.ExperienceForms.Processing;
using Sitecore.ExperienceForms.Processing.Actions;
using System;
using System.Linq;
using System.Net.Http;
using System.Text;
using System.Threading.Tasks;
using static Demo.Foundation.SitecoreExtensions.Models.SitecoreSendModel;

namespace Demo.Foundation.SitecoreExtensions.Actions
{
    public partial class SitecoreSend : SubmitActionBase<string>
    {
        private readonly Uri baseAddress = new Uri("https://api.moosend.com/v3/");
        private readonly string emailListID = "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxx"; // Add email list ID here, refer above images
        private readonly string SitecoreSendApiKey = "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxx"; // Add sitecore send api key here, refer above images

        public SitecoreSend(ISubmitActionData submitActionData) : base(submitActionData)
        {
        }

        protected override bool TryParse(string value, out string target)
        {
            target = string.Empty;
            return true;
        }

        protected override bool Execute(string data, FormSubmitContext formSubmitContext)
        {
            Assert.ArgumentNotNull(formSubmitContext, "formSubmitContext");
			var txtFirstName = GetFieldValue(this.GetValue(formSubmitContext.Fields.FirstOrDefault(f => f.Name.Equals("FirstName"))));
            var txtLastName = GetFieldValue(this.GetValue(formSubmitContext.Fields.FirstOrDefault(f => f.Name.Equals("LastName"))));
			var emailAddress = GetFieldValue(this.GetValue(formSubmitContext.Fields.FirstOrDefault(f => f.Name.Equals("Email"))));
            var mobile= GetFieldValue(this.GetValue(formSubmitContext.Fields.FirstOrDefault(f => f.Name.Equals("Mobile"))));
            var SitecoreSendModel = new SitecoreSendData
            {
                Name = txtFirstName +" "+ txtLastName,
                Email = emailAddress,
                Mobile = mobile
            };
            Task<bool> executePost = Task.Run(async () => await ExecuteCall(JsonConvert.SerializeObject(SitecoreSendData)));
            return executePost.Result;
        }

        private async Task<bool> ExecuteCall(string data)
        {
            try
            {
                using (var httpClient = new HttpClient { BaseAddress = baseAddress })
                {
                    httpClient.DefaultRequestHeaders.TryAddWithoutValidation("accept", "application/json");

                    using (var content = new StringContent(data, Encoding.Default, "application/json"))
                    {
                        using (var response = await httpClient.PostAsync($"subscribers/{emailListID}/subscribe.json?apiKey={SitecoreSendApiKey}", content))
                        {
                            string response = await response.Content.ReadAsStringAsync();
							if(!string.IsNullOrEmpty(response))
							{
								return true;
							}
							else
							{
								return false;
							}
                        }
                    }
                }
            }
            catch (Exception ex)
            {
                Log.Error(ex.Message.ToString(), "ExecuteCall");
                return false;
            }
        }

        private string GetFieldValue(IViewModel field)
        {
                if (field != null && field is ListViewModel)
				{
					PropertyInfo property = field.GetType().GetProperty("Value");
                    string str = (object)property != null ? property.GetValue(field, (object[])null)?.ToString() : (string)null;
                    return str;
			}
        }
    }
    public partial class SitecoreSendModel
    {
            public string Name { get; set; }
            public string Email { get; set; }
            public string Mobile { get; set; }
    }
}

For more details, refer https://doc.sitecore.com/xp/en/developers/90/sitecore-experience-manager/walkthrough–creating-a-custom-submit-action.html

4. Submit form

After submitting the data successfully, you will be able to see that the one with source as API integration are submissions via API from Sitecore form and others were done manually into email list.

Hope you like this blog! 🙂

Sitecore send – a composable offering for Email automation and marketing

Sitecore is moving towards a SaaS-based platform offering for enterprise solution and a composable digital experience platform (DXP) centered around content. Sitecore has acquired in May 2021 with the effort of adding best of the breed to the class of composable offerings.

Moosend is microservices-based, API-first and cloud-native marketing platform that offers greater personalization and customer engagement with AI-powered analytics and reporting. Moosend has been working with around 2500+ small to large and massive organizations like hewlett packard enterprise, Forbes, NASA, CITYAM, Tedx, health organizations like UNICEF, etc. All these organizations are using moosend for different business cases and marketing needs for market automation, newsletter, better website experience, etc.

It simplifies the way we execute email marketing and customer engagements by providing :

  1. Complete SaaS Platform
  2. Holistic Customer database
  3. Omnichannel digital experience
  4. AI driven Email Experience
  5. Campaign management
  6. Advanced list segmentation
  7. Reduce developer dependency
  8. Simple marketing automation workflows
  9. Powerful real time reporting and analytics
  10. Fast and real time customer journeys

If you like to use Sitecore send, you will get package starting from $10/month that includes up to 2,000 subscribers and an enterprise plan with custom pricing. Sitecore also offer trial version of 1 month to explore Sitecore send however, you may not be able to explore all in trial version.

What XM cloud brought to us?

Recently, Sitecore has officially released their Sitecore Experience Manager, XM Cloud and as the tweet by Sitecore CEO, Steve Tzikakis, it is most significant milestone in Sitecore history.

So, we are going to discuss how Sitecore Experience Manager, XM cloud going to be such significant milestone in Sitecore History and what it has brought to us that will make customer experience mind blowing?

Image from Sitecore

Sitecore XM Cloud is a step towards the Sitecore’s 100% SaaS platform offering for enterprise solution and a composable digital experience platform (DXP) centered around content. With this, Sitecore took its core CMS solution to modern cloud architecture achieving speed to market with implementation of the immersive customer experience and overcoming challenges faced in flexibility, scaling, including variable traffic, multi brand architectures, and site security.

Following are some of the features and challenges overcame by XM cloud:

  • Continued innovation – with XM cloud, there are various new features, and all features are SaaS based. These features and capabilities will continue to receive updates and innovation going forward. In addition to this, new features will be released seamlessly as part of the product lifecycle.
  • Elastic scaling – It manages scaling and elasticity and easily set-and-forget traffic volume demands.
  • Composability – XM cloud follows the composable architecture and any Sitecore’s platform solution can now be purchased independently and will fit in any marketing technology stack easily
  • On-the-Fly Engagement – XM cloud makes it possible to cope with changing demands in the market at high rate and create experiences to fulfilling market needs.
  • Multichannel content management – Following headless architecture makes it achieve omni channel content delivery without any challenges.
  • Simplicity for marketers– XM cloud brought content authors with easy to use, business-focused tools and intuitive content authoring workflows
  • Agility for developers – XM cloud follows agility workflow for deployment with customized builds utilizing modern frameworks.
  • Future Upgrades – with the continuous innovation, there will no longer be need for significant cost and effort spent on upgrades.  The XM cloud has its own automatic upgrades. However, there can be costs involved while switching from existing Sitecore customers to Sitecore XM cloud.
  • Edge Caching & GraphQL Querying Sitecore XM Cloud uses a technology called Experience Edge that will provide a level of performance better traditional web server architecture. Experience edge is kind of network of servers all around to cache to deliver your content quickly.