Handling marketing automation triggers

You can influence trigger processing when Marketing automation processes start by implementing custom handlers for the ProcessTrigger event. For example, you can use the handler to penetrate activity data into the trigger macro resolver. This then allows you to create macro conditions that start a Marketing automation process, for example, based on the data submitted by a contact in a column of an online form.

Example

The following example demonstrates how to add online form submit activity data into a marketing automation trigger macro resolver.

You have a Marketing automation process that subscribes contacts to a newsletter.

Marketing automation process that subscribers contacts to newsletters

A triggers starts the process whenever a user submits the ContactUs form, as displayed in the following image.

Trigger starts the marketing automation process when users submits a form

Kentico EMS required

Features described on this page require the Kentico EMS license.

Now you can improve the trigger to make it start the process only when users submit the form with the "example.com" domain in the email field.

  1. Open your Kentico web project in Visual Studio (using the WebSite.sln or WebApp.sln file).

  2. Create a custom module class.

    • Either add the class into a custom project within the Kentico solution (recommended) or directly into the Kentico web project (into a custom folder under the CMSApp project for web application installations, into the App_Code folder for web site installations).
  3. using CMS;
    using CMS.DataEngine;
    using CMS.Automation;
    using CMS.OnlineForms;
    using CMS.Activities;
    using CMS.MacroEngine;
    
    // Registers the custom module into the system
    [assembly: RegisterModule(typeof(ProcessTriggerHandlerModule))]
    
    public class ProcessTriggerHandlerModule : Module
    {
    	// Module class constructor, the system registers the module under the name "ProcessTriggerHandlers"
    	public ProcessTriggerHandlerModule()
    		: base("ProcessTriggerHandlers")
    	{
    	}
    
    	// Contains initialization code that is executed when the application starts
    	protected override void OnInit()
    	{
    		base.OnInit();
    
    		// Assigns a handler to the AutomationEvents.ProcessTrigger.Before event
    		AutomationEvents.ProcessTrigger.Before += ProcessTrigger_Before;
    	}
    }
  4. Define the handler method (inside the custom module class):

    void ProcessTrigger_Before(object sender, AutomationProcessTriggerEventArgs e)
    {
        // Only applies to activity-based triggers
        if (e.TriggerInfo.TriggerTargetObjectType == ActivityTypeInfo.OBJECT_TYPE)
        {
    		foreach (TriggerOptions option in e.Options)
    		{
    			// Gets the related activity from the macro resolver
    			MacroResolver resolver = option.Resolver;
        	    ActivityInfo activity = resolver.GetNamedSourceData("Activity") as ActivityInfo;
    
                // Checks if the activity represents the "form submit" action
    			if (activity != null && activity.ActivityType.Equals("bizformsubmit"))
                {
                    int formId = activity.ActivityItemID;
                    int itemId = activity.ActivityItemDetailID;
    
                    // Gets the form
                    BizFormInfo form = BizFormInfoProvider.GetBizFormInfo(formId);
    
                    if (form != null)
                    {
                        // Gets the submitted form data
                        string className = DataClassInfoProvider.GetClassName(form.FormClassID);
                        BizFormItem item = BizFormItemProvider.GetItem(itemId, className);
                        if (item != null)
                        {
                            // Makes FormData available in the trigger condition evaluation
                            resolver.SetNamedSourceData("FormData", item);
                        }
                    }
                }
            }
        }
    }
  5. Save the class. You can now use FormData in the trigger condition evaluation.
  6. Change the trigger condition to:

    FormData["Email"].EndsWith("@example.com")

  7. Submit the form using "@example.com" in the E-mail field.

The trigger automatically starts the process.


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