Sitecore ECM: How to create a e-mail template from Scratch – Part I

In this post I will create a e-mail template for ECM from scratch. This article is based on a Webinar (in Dutch) I did about the Email Campaign Manager (ECM) you can see the Webinar on YouTube.

 

 

 

[youtube]hGmzaK79cvI[/youtube]

We build a custom template the same way that we build a page. First we will create the templates, than we will create the presentation components and at the end we will bind the presentation components to the template standard values. Let’s start building!

Create Basic Newsletter template

1. Open the template manager and create a new template called Basic Newsletter, Select the following base templates
/sitecore/templates/Modules/Email Campaign/Messages/Inner Content/Message Root

2. Specify the following fields :
a. Title
b. Text, set the source property to /sitecore/system/Settings/Html Editor Profiles/ Message Content
c. Header Text
d. Header Link Text
e. Footer Text

The Basic Newsletter template in will look like this:

Sitecore ECM how to custom template datatemplate

3. Set the following standard values:

Field Standard value
Title Newsletter title
Text Newsletter Text
Header Text Are you having trouble viewing the e-mail?
Header Link Text Please click here to see the online version.
Footer Tekst <table width=”100%” style=”font-family: arial,helvetica,sans-serif; font-size: 11px;” border=”0″ cellspacing=”0″ cellpadding=”0″>
<tbody>
<tr valign=”top”>
<td>
<div><b>Organization Name</b></div>
<div>Street</div>
<div>City</div>
<div>Country</div>
</td>
<td align=”right”>
<div>This message was intended for: “$email$”</div>
<div><a href=”/link to unsubscribe page.aspx” style=”color: #c73318; text-decoration: underline;”>Unsubscribe</a></div>
</td>
</tr>
</tbody>
</table>

Create Basic Newsletter Branche template

1. Create a branch template
2. Select the /sitecore/templates/Modules/Email Campaign/Messages/Pre-existing page template
3. Rename the create Pre-exiting Page branche template to Basic NewsLetter
4. Underneath the $name item create the Email Message root item based on the Basic newsletter template
5. Underneath the created Email Message root item insert a folder called Message Subjects. This folder will contain all subjects for the e-mail.
6. Remove the folder template to insert options of the Message Subject folder and add the Subject template: /sitecore/templates/Modules/Email Campaign/Messages/Inner Content/Newsletter/Subject.
7. Insert a Subject item in the Message Subject folder with the name Subject 1.

The branche template should look like this: Continue reading “Sitecore ECM: How to create a e-mail template from Scratch – Part I”

Sitecore Rules Engine: How to create an insert option rule

You can automatically add a insert option using a insert option rule in the Sitecore Rule Engine.

The ‘case’:
In our Sitecore content tree we have a Meta-Data folder where we store al our meta-data information. The Meta-Data folder is organized in folders which contains meta-data items based on a template called Standard Text. What we want to achieve is that when a new folder is created within the Meta-Data folder the Standard Text template will be automatically available as insert option.

Open the content editor and find the Rules folder:
/sitecore/system/Settings/Rules/Insert Options/Rules/

In the Rules folder create a new Insert Option Rule named Meta-Data rule.  For the name enter Meta-Data rule and click, the Rule Set Editor will open.  Select the condition Where the parent name compares to value and for the action check Add specific insert option.  Specify the rule that it will look like this:
sitecore rules engine insert option rule

We don’t have to specify or activate the rule for the Meta-Data folder because the insert Option Rules will be automatically processed by the GetInsertRule pipeline.

Now test the result and create a new folder underneath the Meta-Data folder and check if the Standard Text template is added to the insert options.
sitecore rules engine insert option rule result

This article is based on a Webinar (in Dutch) I did about the Site Rules Engine you can see the Webinar on YouTube and read the related post: Sitecore Rules Engine: How to create a custom condition

[youtube]UWYTtDyM3WM[/youtube]

Cheers,
Pieter

Sitecore Rules Engine: How to remove conditions and actions

When using the Sitecore Rules Engine you don’t want your business user to see all the Conditions and Actions. Conditions and Actions are also items (everything is a Item ;-)) so you can apply security on them. Deny a user Read access on a Condition or Action and the user will not see them in the Rule Set Editor.

Create the role Deny Conditions

Open the Role Editor and create a new Role called Deny Conditions. Click Members and Add the business users to the role. Close the Role Manager.

Open the Security Editor en select the created role Deny Conditions. Go to SystemSettingsRulesConditional RenderingsConditions and deny read rights on the conditions (or folder) you want to hide for the business user. Repeat this for conditions in SystemSettingsRulesCommonConditions.

Sitecore rule engine disable and hide conditions

Login as the business user and open the Rule Set Editor

Now test the settings and log-in as the business user, go to the Marketing Center and create a new conditional rendering rule. All the condition where the read access is denied are not in the Rule Set Editor.

Sitecore rule engine disable and hide conditions result

At this point the business user will only see condition he/she can understand.

Sitecore Rules Engine: How to create a custom condition

In this How to I will build a custom condition for the Sitecore Rules Enginge. This How To is a proof of concepts based on a webinar (in Dutch)  about the Rules Engine. I presented this webinar earlier this year and you can watch the webinar on Youtube by clicking this link.

Before we start writing code I’ll explain the business case we are trying to resolve.

The ‘case’:
The business user want to personalize the website based on the website the visitor comes from (the http referrer).  For now he is only interested in Facebook and Twitter.
If the visitor visits our site from Facebook the Facebook Like button of our own Facebook page must be visible on the homepage.
If the visitor visits our site from Twitter our Twitter Tweet stream must be visible on the homepage.

Oke, Now start building it!

Create templates

Create a template called Sidebar Text, this template has two field; a Sidebar Title (Single-Line Text field) and a Sidebar Text (Rich Text field).

Create a template called Standaard Text, this template one field called Text (Multi-line Text).

Set up the content tree

Create a folder called Sidebars  and add two Sidebar Text items with the following values:

Create a folder called Http Referrers and add the following items:

  • Item name: Twitter
    • Text: twitter.com
  • Item name: Facebook
    • Text: facebook.com

Create presentation component

Create the Sidebar Text rendering for displaying the Sidebar Title and Sidebar Text.

Open development center and click Create a New XSLT rendering and name the rendering Sidebar Text. Add the following code to the rendering template:
Continue reading “Sitecore Rules Engine: How to create a custom condition”