YouTube presentation: https://www.youtube.com/watch?v=LiAnfgcx7VQ We’ve been in a rapid release cycle with Sitecore Email Experience Manager (EXM). Come see how we’ve overhauled this workhorse solution, and how to enable your Sitecore environment with email, marketers’ perennial favorite. Find out how you can benefit from the new and improved Sitecore Email Experience Manager from a leading partner practitioner and a Sitecore product expert. Speakers: Roland Villemoes, CTO - Alpha Solutions Semion McAlice, Senior Software Architect - Alpha Solutions Anthony Hook, Principal Product Strategist - Sitecore

1. Getting Started
With
EXM
Presented by:
RolandVillemoes
rv@alpha-solutions.us
Semion McAlice
sma@alpha-solutions.us

2. © 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
#Sitecore SYM
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• Sitecore EXM – By Anthony Hook
• Get going: Challenges & Recommendations
• Recommended approaches
• Planning an EXM deployment
• Example of an EXM project
• Technical demo
Agenda

3. © 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
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• Anthony’s slide(s) ?
Sitecore EXM – by Anthony Hook

4. How easy is it to get
started with EXM?
On the following slides we will walk
through the steps need to get going
easily with Sitecore EXM.

5. © 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
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• Challenges
• Email Marketing is a must-have – will it be complex to implement?
• How much will I need Sitecore consultants?
• Will it be an expensive project – short term/long term?
• Can I do transactional emails with EXM? Should I?
• My emails and list are in ourCRM – is that a problem?
• Will my organization be able to handle and manage Sitecore EXM?
• Recommendations
• (next page)
Challenges & Recommendations

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• Start simple
• Continuously add complexity and functionality
• Keep Personalization simple, follow Sitecore Analytics Maturity Matrix
• Tokens
• Test E-Mails
• A/B testing
• Don’t embed images – images = spam
• Build up E-Mail like web pages (ideally with custom email components)
Recommended Approaches

7. © 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
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Planning an EXM deployment
• Amount of emails – monthly
• Signup with Sitecore MTA – license base on amount above
• Or use Custom MTA (SMTP) – no reporting (Sparkpost – separate service…)
• xDB
• Signup with Sitecore Spam Checker & Email Checker
• recommended
• Plan with a Dedicated EXM server – depending on your calculated
amount of simultaneous emails.
• XXX mails pr. dedicated EXM server/hour

8. © 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
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EXM project
Timeline
Discov
ery
Kickoff
Config
&
Setup
Develop
ment
QA
Testing
UAT+
Produc
tion
Week 1
• Email templates
• Recipients
• Test Strategy/Planning
• Kick-off meeting
• Install Sitecore with EXM,
configure for send-out
• Build and QA Scripts
• Support for server
setup and deployment
• Implement templates
• Custom reporting?
• CRM integration
• Personalization
• Test email send-out
(multiple devices)
• Test reporting/analytics
• Installation of EXM on Prod
• Deployment to UAT/Prod
• Security Hardening & Scalability Configuration
• Documentation
Week 2

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• Sample Solution – “Keep it simple”
• Creating a EXM email in Sitecore
• Example send-out –WE NEEDYOUR HELP! RIGHT NOW!
Technical Demo

10. © 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
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• http://www.alpha-solutions.us/get-started-with-sitecore-exm
• http://goo.gl/8bgKAP (the short version)
Technical Demo

11. Next steps/Resources
11
What to do
• Analyze & extend – identify what works for your users
• Add personalization
• Utilize A/B testing
• Remember: KISS
Resources available
• https://doc.sitecore.net/
• Google!
• Blogs
• Alpha Solutions

12. FOR DISCUSSION PURPOSESONLY. Sitecore
Confidential and Proprietary. © 2016 Sitecore
Corporation A/S. All rights reserved. Sitecore®
and Own the Experience® are registered
trademarks of Sitecore Corporation A/S. All
other brand and product names are the
property of their respective owners.