Connect the Tenant Service to an engagement plan

To activate the Marketing Automation, you must connect the Tenant Service to an engagement plan.

To create a connection:

1. Create the SFMC centralized data extension in SFMC, if it does not already exist, by running the Setup – SFMC Account Infrastructure pipeline batch in your SFMC tenant. This generates the necessary xConnect data extension template in SFMC.

   

2. On your Sitecore content management instance, open the <sitename>\App_Config\Sitecore\MarketingAutomation\Sitecore.DataExchange.MarketingAutomation.Client.config file.

3. In the <tenantServiceConnectionRepository>/<tenantServices> node, add the name of the Tenant Service . For example:

   [tenantservice]

4. On the Sitecore Launchpad, open the Marketing Automation application.

5. Create a new campaign, or select an existing campaign if you already have one. Configure the start point to trigger the campaign when a customer visits a specific page or when a general PageView event happens. For testing, you can select the Instant demo goal. Click Apply.

6. From the toolbox, drag and drop a Trigger DEF SFMC Sync Process marketing action to the campaign.

   

7. Click the Trigger DEF SFMC Sync Process action. In the Select a Tenant Service field, select a Tenant Service.

   Note

   You can configure the list of available Tenant Services in the <sitename>\App_Config\Sitecore\MarketingAutomation\Sitecore.DataExchange.MarketingAutomation.Client.config configuration file.

8. Click Apply.