Create a recipe in Sitecore Connect with Sitecore Send
Learn how to integrate to 3rd party apps using Sitecore Connect.
To create an automation in Sitecore Connect that transfers data between Sitecore Send and a connected application to complete an action, you can use built-in recipes or set up your own triggers and actions on the subscriber base.
To create your own recipe, you first connect with an app and choose a trigger that will initiate the automation. Then, you connect with an app (this can be a different app), choose one or more actions, and map the data you need to transfer.
How you create your recipe depends on your purpose:
When you want your automation to start from an event that happens in Sitecore Send - create a recipe with a trigger from Sitecore Send.
When you want an action to happen in Sitecore Send - create a recipe with an action from Sitecore Send.
Alternatively, you can use a built-in recipe.
You can create a recipe with a trigger from Sitecore Send when you want your automation to start from an event that happens in Sitecore Send.
Note
Before you begin, you must set up a connection between Sitecore Connect and Sitecore Send and create a Sitecore Send project. For information, see Create a connection from Sitecore Connect to Sitecore Send.
To create a recipe in Sitecore Connect with a trigger from Sitecore Send:
In Sitecore Connect, in the left-hand menu, click
. Navigate to the Sitecore Send project and open it.
On the project page, click Create, then click Recipe.
On the Set up your recipe page, enter a name for your recipe and if you want to locate your recipe in a different project, select it from the Location drop-down list.
Under Pick a starting point, click Trigger from an app, then click Start building.
In the recipe editor, under Trigger, Select an app and trigger event is preselected. In the right-hand pane, fill in the required fields:
On the App page, click Sitecore Send to select Sitecore Send as the app that you want to trigger the first event.
On the Trigger page, click one of the following events to use it to trigger an action in your workflow:
New Subscriber
New Unsubscriber
Updated Profile
If you haven't already connected with Sitecore Send, then on the Connection page either:
Click a connection to select it, or,
To create a new connection, click New connection and enter the API key and Plugin secret key. See how to get the keys in Sitecore Send.
On the Setup page, from the Email list drop-down list, select the email list you want the trigger to monitor.
To retrieve all available data from the members of the selected email list, in the recipe editor under Actions, click
. Under What happens next, click Action in an app.
In the right-hand pane, fill in the required fields on each page:
On the App page, click Sitecore Send.
On the Action page, click Retrieve Subscriber Information.
Note
When you use a Sitecore Send trigger, you must select Retrieve Subscriber Information as the first action in order to retrieve data from Sitecore Send. As the second action, select the action you want to take place on the other app.
On the Connection page, a connection is preselected. To change it, click Switch connections.
On the Setup page, click the ID field. In the Recipe data pop-up dialog that appears, choose the ID you need and drag and drop this ID to the ID field on the Setup page.
In the recipe editor, repeat step 8 to add another action for any of the connected apps.
Click Save, then Exit.
To start the recipe, click Start recipe. When you’ve started your recipe, it is displayed on the Jobs tab.
You can create a recipe with an action from Sitecore Send when you need an action to take place in Sitecore Send.
Open Sitecore Connect.
In the left-hand menu, click
.On the Projects page, navigate to the Sitecore Send project to connect to the corresponding app, and click it.
On the project page, click Create, then click Recipe.
On the Set up your recipe page, enter a name for your recipe. In the Location field, select your project from the drop-down list.
Under Pick a starting point, click Trigger from an app to add a trigger, and then click Start building.
In the recipe editor, under Trigger, Select an app and trigger event is pre-selected.
In the right-hand pane, fill in the required fields on each page:
On the App page, click the app you want to use.
On the Trigger page, click a trigger to select it.
On the Connection page, a connection is preselected. To change it, click Switch connections.
On the Setup page, when you click a field, the Recipe data pop-up window appears. Drag-and-drop the datapills you need from the Recipe data window into the fields of the Setup page to define what data you want to transfer into the app and where to add it.
In the recipe editor, under Actions, click
. Then, under What happens next, click Actions in an app.In the right-hand pane, fill in the required fields on each page:
On the App page, navigate to Sitecore Send and click it to select it.
On the Action page, click one of the following events to trigger the action you want the app to perform.
Create Subscriber
Increment / Decrement Numeric Custom Field
Retrieve Subscriber Information
Set Custom Field Value
Unsubscribe Member
Trigger an Automation
If you haven't already connected with Sitecore Send, then on the Connection page do one of the following:
Click a connection to select it.
To create a new connection, click New connection and enter the API key and Plugin secret key.
On the Setup page, when you click a field, the Recipe data pop-up window appears. Drag-and-drop the datapills you need from the Recipe data window into the Setup page fields to define what data you want to transfer into the app and where to add it.
Click Save, then Exit.
To start the recipe, click Start recipe. When you’ve started your recipe, it is displayed on the Jobs tab.
Sitecore Connect has built-in recipes for Sitecore Send that you can save as your own and customize.
To use the built-in Sitecore Send recipes:
On the left-hand menu, click
to open the community library and search for Sitecore Send.The available built-in recipes are:
Add new Salesforce contacts as Send mailing list subscribers
Add new SurveyMonkey respondents to Send mailing list
Add Send subscribers from new Facebook Lead Ads leads
Add subscribers to Send from a Google Sheets spreadsheet
Create Send subscribers from caught Webhooks
Post Slack channel messages for new Send subscribers
Click the recipe you want to use.
In the recipe that opens, click Use this recipe. A ready-to-use copy of the built-in recipe is created in your project.