Save contacts into List using Marketing automation and Forms

Save contacts into List using Marketing automation and Forms

Add contact into List using Marketing automation and Forms


Marketing automation is a very powerful tool of Sitecore, it provides a facility to create an automated online campaign with a user-friendly drag and drop interface.

You can use Marketing automation to add contacts into List from Sitecore 9 Forms instead to create new custom submit action.

In this blog, we are going to trigger goal on form and using Marketing automation we are going to add contacts into list when the goal will be a trigger.

Prerequisites

Forms

  • Create form with field First Name, Last Name and Email with Submit button.
Save contacts into List using Marketing Automation and Forms

  • Click on Submit button then go to Submit actions and select “Trigger Goal” submit action.
  • From the popup select “FormGoalTrigger” goal and click OK.

Marketing Automation

  • Now go to Marketing Automation and click on Create button.
  • Now click on Start point.
Save contacts into List using Marketing Automation and Forms

  • Select a goal from drop down, goal will be “FormGoalTrigger”.
Save contacts into List using Marketing Automation and Forms

  • Click on Apply.
Save contacts into List using Marketing Automation and Forms

  • From Marketing actions, drag and drop “Add contact to a list” action.
Save contacts into List using Marketing Automation and Forms

  • Click on “Add contact to a list” from flow chart, select “FormList“List and click on apply.
Save contacts into List using Marketing Automation and Forms

  • Click on save, type Name and make sure you have activated campaign
Save contacts into List using Marketing Automation and Forms



When you will fill form, you have to wait till session timeout and after session timeout contact will be add into List




Comments

  1. Hi Swatti, i have seen your stackoverflow posts, where one asked contact not saving properly and you replied them by saying check custom save action and i am facing same problem everything seems to be properly coded but still i am not sure why is it not storing contact properly. In experience profile i see only email address filled properly

    ReplyDelete
  2. Can you please try to rebuild xconnect indexes? And also make sure you are saving atleast one interaction.

    ReplyDelete
  3. One point seems quite contradictory: Initially it says, "You can use Marketing automation to add contacts into List from Sitecore 9 Forms instead to create new custom submit action."
    But, later in the pre-requisite #3, it says, "To save contacts into List, contact must be in xDB, this can be done to create custom submit action to update contact.."
    Can I add a contact to List without code, does Sitecore enables me to do this Out-of-the-box?

    Thanks for your post!

    ReplyDelete
    Replies
    1. Thanks for feedback, this statement means "You can use Marketing automation to add contacts into List from Sitecore 9 Forms instead to create new custom submit action." you do not need to create custom action for save contact into List manager but contact must be on xDB first

      Delete

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