Marketing Automation plan and activity enrollment

Current version: 10.2

There are various methods that you can use to trigger the evaluation of a contact’s plan and activity enrollments.

xConnect event plugin

When an interaction is submitted to xConnect, the XdbContactEventWatcher service plugin assesses it .  The plugin adds a work item to the automation processing pool for any successful operation (add or update) concerning contacts, interactions, or facets.

XdbContactEventWatcher settings

The XdbContactEventWatcher is an xConnect plugin. It is configured in the c:\path\to\xConnect\App_Data\config\sitecore\MarketingAutomation\sc.XConnect.Service.Plugins.MarketingAutomation.xml file. The default priority to set on new automation work items is 80. 

Live event detection

You can register a live event request using the Marketing Automation Operations API. The tracker uses this to raise live events as soon as they happen rather than waiting for the session to end.

Note

Live event detection is specific to Marketing Automation. You cannot subscribe to a feed of live events from another part of the system.

Manual enrollment

You can use the Marketing Automation Operations API to enroll a contact in a plan or activity The Marketing Automation Operations API replaces the AutomationStateManager class.

Plan seeding

You can use the Marketing Automation Operations API to seed a plan with a contact list or segmented list.

Scheduled enrollment

You can use the Marketing Operations API to define plan enrollment schedules for particular contact lists or segmented lists. For example, you can choose to enroll all new contacts in a 'Welcome' plan every 24 hours.

Timeout

The Automation Engine’s ActivityTimeoutWorker gets all activity enrollments that have expired when the enrollment’s TimeoutDate is greater than DateTime.UtcNow. By default, the worker runs every 30 seconds and adds work items into the pool with a priority value of 70.

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