Actions and rules in engagement plans
An engagement plan is a predefined plan that lets you control how your website interacts with some visitors. When you create an engagement plan, you create a system whereby a particular part of certain visitors’ online activity is subject to a set of rules and conditions. These rules and conditions determine when specific actions are performed for these website visitors.
Predefined actions and rules
Predefined actions and rules
The Sitecore Marketing Center comes with a number of predefined actions and rules that you can use to create engagement plans.
You can use a predefined action to, for example:
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Increase or decrease the profile value of a visitor
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Add or remove the visitor from an engagement plan or state
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Send an e-mail message
In engagement plans, you can use the predefined rules to evaluate information, such as:
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The level of authentication that the visitor has.
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The country, city, postal code, and IP address that the visitor comes from.
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The number of times the visitor has been on the website.
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Whether the visitor has triggered a campaign event.
Additional actions and rules
Additional actions and rules
Engagement plans can vary in size and scope, depending on any number of factors, including the business you are in, the size of your website, your target audience, what kind of campaigns you are running, and so on.
If the predefined actions and rules do not let you create the engagement plan that you need for your website, your IT department or Sitecore partner can easily create additional conditions, rules, and actions for you, as well as any pages, forms, security roles, and so on that you may need.