Marketing Automation with dotCMS
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Transcript of Marketing Automation with dotCMS
@dotcms
Marketing AutomationdotCMS as a Marketing Funnel
Marketing Automation
How we use this now• Landing Page Calls to Action
• Trial License Requests / Fulfillment
• Cloud Purchases - Generate a payment/subscription
link using Amazon’s payment service
Marketing Automation
Ingredients• Content (any kind will do)
• HTML Forms (with some js sugar)
• RESTful Web Services
• Workflows
• OSGi
• Actionlets
Marketing Automation
Trial License Content Type
• Just Content!
• Textarea for
license
• Capture remote IP
• Careful with
required fields
Marketing Automation
Trial License Form
• Simple Form
• JS and Server Side
Validation
• Uses jquery ajax to
post into the
contentAPI
Marketing Automation
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Trial License Form Code
$(document).ready(function() {
$("#newPost").submit(function(e) {
e.preventDefault();
var dataObj={
'ipAddress': "107.17.98.234",
'stName':'LicenseRequest'
};
if($('#name').val() != undefined && $('#name').val().length > 0){
dataObj.name = $('#name').val();
}
if($('#email').val() != undefined && $('#email').val().length > 0){
dataObj.email = $('#email').val();
}
if($('#company').val() != undefined && $('#company').val().length > 0){
dataObj.company = $('#company').val();
}
if($('#phone').val() != undefined && $('#phone').val().length > 0){
dataObj.phone = $('#phone').val();
}
if($('#contactMe-0').is(':checked')){
dataObj.contactMe = true;
Marketing Automation
Trial License Workflow
• 3 Steps:
• Initial Request
• License Sent
• Pending Followup
• Send License Actions
Happens Automatically on
Content Submit.
• Mandatory Workflow
Marketing Automation
• Uses Custom Actionlet
• Can do multiple sub
actions in a single action
Send License Workflow Action
• “Generate dotCMS
License” creates license
code, Sends Email, and
automatically publishes
and notify users sends
bizdev an email
Marketing Automation
Send Email Actionlet
• Takes custom
parameters
• Available on Github
• Sends an email (velocity
.vtl file)
• Reusable - used to
• Marketing Contact
• Cloud Purchases
Marketing Automation
User Picks up License
Marketing Automation
Javascript fires workflow
Marketing Automation
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Javascript fires Workflow on Page View
var dotContent = {
"workflowEndPoint" :
“/DotAjaxDirector/com.dotmarketing.portlets.workflows.ajax.WfTaskAjax?cmd=executeAction
&r=0.3753547026720653",
"fireWorkflow" : function(contentInode, workflowId){
var dataObj={
"wfActionId" : workflowId,
"wfContentletId" : contentInode
}
$.ajax({
url: this.workflowEndPoint,
type: 'POST',
cache:false,
data: dataObj,
success: function(data,status,xhr) {
console.log("works!");
},
error: function(data,status,xhr) {
alert("Workflow Failed");
}
Marketing Automation
Post to Salesforce
• Takes the content as a
param
• Sets fields using
velocity - can include
logic
• Uses Salesforce Web
to Lead Form
Marketing Automation
Post to Salesforce
Marketing Automation
Cloud Purchase Process
Marketing Automation
Cloud Purchase Process
Marketing Automation
Cloud Purchase Process
Thank You!