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Video: 8 Ways to Crank up your Sitecore Authoring and Marketing Experience

Whether you are launching a new Sitecore XP environment in the next few months or are wanting to enhance your authoring and marketing experience, this video should be a whistle stop on your enhancements campaign tour. Originally this content was to be presented live in Budapest at SUGCON 2020 but then, well, you know. Like the rest of the world, we went virtual and this was delivered to a focused audience of Sitecore diehards and technical wizards. Since then it was also presented to a smattering of Sitecore User Groups. This is an attempt to make sure the message reaches my marketing friends and simply a broader audience.

I present this content with my good friend and fellow Sitecore MVP, Corey Smith (@sitecorey). He and I tend to rehearse, rehearse and re-rehearse our presentations until we wake up screaming segments in the middle of the night. The is video is a recording of one of those run-throughs.

8 ways crank up your Sitecore launch for your content marketers, include:

  • Launching with a starting set of marketing definitions
  • Importance of setting up roles and workflows
  • Cleaning up your goal selection list
  • Launching with custom Path Analyzer Maps
  • Contact card (xProfile) enhancements
  • Marketing automation tips
  • Using personalization presets
  • Creating “goal buttons”

Corey and I have long felt that the combination of a Developer and Marketer working together to provide Sitecore enhancements and solutions yield a more finely-tuned result. I am sure you will see that in this video. About half of the go-live solutions listed can be done with no development support, provided a full standard XP solution has been delivered. The other half include development work, and Corey has brilliantly executed the heavy lifting for you and your team.

When applicable GitHub code repositories are included via on-screen links. For your convenience they are also listed here:

Setting up Marketing Definitions (link is to my YouTube Playlist):

Configuring Roles (SXA):

Configuring Roles (Non-SXA):

Clean up Goals and Event Selection Lists:…

Adding Custom Eras to xProfile Timeline:

Adding Gravatars to xProfile Cards:

Hopefully this video inspires you and your organization to deliver a more complete solution. In turn it will accelerate adoption and overall excitement for your authoring and marketing teams.

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Rick Bauer, Senior Solutions Architect

As a 5-time Sitecore Strategy MVP and Senior Solutions Architect at Perficient, Rick provides insight, training, and a passion for a fully-realized potential of the Sitecore Customer Experience Platform and Content Hub. He utilizes his years of hands-on Sitecore know-how and certification to help deliver clear solutions and actionable results for marketers - both new to the platforms, or looking to take them to the next level of maturity.

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