Configuring marketing automation

Kentico EMS required

Features described on this page require the Kentico EMS license.

Marketing automation helps you automate, optimize and analyze your campaigns that are promoted by emails. Moreover, Marketing automation allows you to nurture your website visitors and leads – represented by contacts in Kentico.

To be able to work with processes and steps in the Marketing automation application, you need to have the permissions for the On-line marketing and Contact management modules.

First, you need to enable on-line marketing functionality so that you can track contacts handled in the automation processes:

Furthermore, you can set up the system to send an automated reminder to customers who leave a website and still have products in the shopping cart:

Additionaly, you can create custom action steps, which users can then incorporate into automation processes:

You can also implement custom handlers to influence the processing of triggers in the automation processes:

Enabling on-line marketing

You need to track contacts in order to leverage the functionality of the automation processes. To track contacts, enable on-line marketing:

  1. Open theSettingsapplication.
  2. Navigate toOn-line marketing.
  3. Select the Enable on-line marketing checkbox.
  4. Click Save.

Tracking marketing automation in the Event log

By default, the system logs an event log entry whenever a contact moves to a different step in a marketing automation process. You can view the event log in theEvent log application.

Disabling event logging for marketing automation

When running automation processes for very large numbers of contacts, logging of step transitions may lead to a cluttered event log or even website performance problems.

Administrations with access to the web project’s file system can disable the logging of these events by adding the following key to the appSettings section of the web.config file:

<add key="CMSLogMATransitions" value="false" />