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Hello, and welcome to the course for integrating ÃÛ¶¹ÊÓƵ Campaign with ÃÛ¶¹ÊÓƵ Experience Manager. In this introduction video, we’re going to give you an overview of what to expect and what prerequisites you’ll need to get the most out of this course. The goal of this course is to teach you how to connect ÃÛ¶¹ÊÓƵ Campaign and ÃÛ¶¹ÊÓƵ Experience Manager. This will allow you to manage email delivery templates, assets and forms in Experience Manager while simultaneously using them in Campaign email deliveries. To do this, I will walk you through the required steps such as configuring your Campaign and AEM instances, installing the required packages in Campaign, publishing and approving assets created in AEM for Campaign, as well as synchronizing approved content for new email deliveries. You can expect to learn about setting up and configuring your ÃÛ¶¹ÊÓƵ Campaign instance to retrieve Experience Manager assets, how to create, publish, and approve content in AEM for use in Campaign deliveries, and how to create and synchronize your AEM content in a new Campaign email delivery with additional tips and tricks along the way.

To begin this course, you’ll need the following prerequisites. First, you’ll need access to an organization with ÃÛ¶¹ÊÓƵ Campaign. ÃÛ¶¹ÊÓƵ Campaign only supports Windows and requires Internet Explorer 11. If you’re using macOS, you must run Campaign on a virtual Windows machine. Next, you’ll need access to an organization with both an ÃÛ¶¹ÊÓƵ Experience Manager authoring and publishing instance. With that, let’s jump right into the course and begin learning how to connect Campaign and Experience Manager. . -

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Hello, in this video we are going to configure an ÃÛ¶¹ÊÓƵ Campaign instance to be ready to integrate with ÃÛ¶¹ÊÓƵ Experience Manager. Let’s start by logging into our ÃÛ¶¹ÊÓƵ Campaign instance that we wish to integrate with AEM. Our first task for setting up the integration is to install the AEM integration package for ÃÛ¶¹ÊÓƵ Campaign. This sets the AEM server operator in Campaign, which is used to connect the Campaign and experience manager server. To do this, navigate to the Tools tab at the top of Campaign, then select Advanced, followed by selecting Import Package. The entities import wizard popover appears. The package we want to install is a standard package, so we want to select Install a standard package. A list of standard packages appear. Scroll down to find the AEM integration package. Once selected, as indicated by the checkmark, select Next to continue. The installer appears. Select Start to install the package, and once it is 100% done, we can close the window. Now that we have the AEM integration package installed, the next step is to configure an external account to connect to ÃÛ¶¹ÊÓƵ Experience Manager. Navigate to the Explorer tab, then within the left side panel, select Administration, followed by selecting Platform. Within Platform, select External Accounts. We can create a new external account by selecting the Create New Account icon. Next, in the setup, we can set the type to AEM via the dropdown. Once selected, enter the following credentials. The server and your account and password for your AEM authoring instance. Note that the server you enter must be the authoring server and not your publishing server. You will receive an error if you try using the publishing server. Once everything has been filled in, make sure to check the enabled box, followed by selecting Save. Now that we have configured the external account, we need to configure AEM resources filtering. Resource filtering is used to filter Experience Manager resources that can be used in ÃÛ¶¹ÊÓƵ Campaign. This allows Campaign to retrieve Experience Manager content that is specifically designed to be used in Campaign. While in the Explorers tab, select Administration, Platform, followed by selecting Options. Next, select AEM Resource Type Filter. Instead of scrolling, we can search the internal name AEM. This option should be pre-configured, however we want to check if the configuration is properly set up. Once selected, in the Value Text field, make sure the path is one of the following paths shown on the screen. As noted in the description, we use commas to separate the resources. It is likely that no changes need to be made, however if changes were made, remember to select Save. With that, we now have our Campaign AEM integration configured. However, things are not ready just yet. We still have to configure AEM to connect with Campaign. This will be shown in a subsequent video. Thanks for watching, and see you in the next video.

Transcript

In this video, we’re going to create an email newsletter, edit the content in ÃÛ¶¹ÊÓƵ Experience Manager, then publish and approve the content for ÃÛ¶¹ÊÓƵ Campaign.

Let’s start by logging into our AEM publishing instance, followed by selecting the AEM logo. Once complete, select sites from the available option. Next, select Campaigns, your brand, in this case will be using the WeRetail demo brand, main area, and then select the email Campaign you wish to use. After selecting the Campaign, select the Create button located at the top right, followed by selecting Page to create a new page. We are then asked to select a template. I’ll be selecting the ÃÛ¶¹ÊÓƵ Campaign email, AC 6.1 template, I’ll be selecting the ÃÛ¶¹ÊÓƵ Campaign email, AC 6.1 template, and name the newsletter Campaign Course Demo Newsletter. You might want a better name for yours. Upon successfully creating your Campaign, you are greeted with a success message and the option to open your newsletter in a new window.

We can edit our newsletter email content using assets and components provided by our design team or leave the design entirely up to them. If you want to learn more about the different components in AEM, visit the Experience Manager documentation.

While building our newsletter in AEM using all the different available components, it’s important to note that we can also personalize our newsletter by taking advantage of our Campaign data. Ultimately, our newsletter is going to be synchronized and sent using Campaign. This means we can use our Campaign data, such as names, titles, addresses and more, in our AEM newsletter. For example, as you can see, this newsletter utilizes the first name field in Campaign to add a little personalization. Hopping over to Campaign, we can see that when creating an ordinary email, we have access to Campaign data fields. If we were to select recipient, then first name from the dropdown, the HTML is populated in the body of the email. Using an example recipient in the preview, we can confirm that this HTML pulls our recipient’s first name. Any personalized Campaign HTML content can therefore be added to the AEM newsletter.

Once we finish editing the newsletter content, we need to publish and approve our workflow. If we try to use content that has not been approved, Campaign will provide a warning when synchronizing content. Additionally, this process makes sure the content within the email has been approved and reviewed by required individuals in your organization.

Once approved, the content can be published in a similar matter.

Let’s start by selecting the page information button to the top left, then select Start Workflow. In the first dropdown, select Approve for ÃÛ¶¹ÊÓƵ Campaign. Then select Start Workflow. A blue bar at the top of a page appears with a disclaimer. If you are an administrator or have the privileges to approve the newsletter, you will have the complete option. Otherwise, a notification is sent to users who have permissions to approve.

Once the newsletter has been approved for ÃÛ¶¹ÊÓƵ Campaign, the status is updated to approved. After getting our newsletter approved, we need to publish it to ÃÛ¶¹ÊÓƵ Campaign. Once again, select page information and Start Workflow. Then in the dropdown, select Publish to Campaign, followed by Start Workflow.

Once the page has been published, the status updates again.

With our newsletter review and approval complete, you should now have the content available in ÃÛ¶¹ÊÓƵ Campaign. Once a newsletter is synced with a Campaign delivery workflow, an additional linked status is displayed with the delivery name. In the next video, we’ll show you how to create and synchronize our newsletter delivery in ÃÛ¶¹ÊÓƵ Campaign. Thanks for watching. . -

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In this video, we are going to synchronize and send an ÃÛ¶¹ÊÓƵ Experience Manager newsletter delivery in ÃÛ¶¹ÊÓƵ Campaign. Previously, we created a newsletter in ÃÛ¶¹ÊÓƵ Experience Manager and had our team approve and publish the newsletter for Campaign. With our newsletter ready, let’s start by logging into Campaign and create a new delivery. We can create a delivery by selecting Campaigns, followed by selecting Deliveries. From here, we can select the green Create button. The delivery popover appears. In the delivery popover, select the Email Delivery with AEM Content option from the Delivery Template dropdown. Feel free to provide a new label, then select Continue in the bottom right. The delivery editor appears. Because we selected the AEM Content template, you will notice that a new Synchronize button is available with the AEM logo. Selecting Synchronize opens the Synchronize with AEM Content popover. The default automatically shows the content that has not been approved. However, we want to select our approved weekend newsletter. Using the dropdown filters, we can easily set the status to Approved and the Link status to Linked. Select the content you wish to use in your email, then select OK. Our email template automatically loads and synchronizes with the latest version of our AEM newsletter. If we wanted to make edits to the newsletter, we can edit it at any time in AEM, then select the Refresh button to pull in the updated newsletter. Now all that’s left to do is to find our population and send the email. Before we send the email, it’s best practice to preview the email in Campaign with a test This ensures our personalization is working correctly. To preview the newsletter with a recipient, select Preview at the bottom left followed by selecting a test recipient. After a few moments, the preview generates. With the email ready to go, select your recipients, followed by selecting the Send button in the top left. We want to select Deliver as soon as possible. Followed by selecting Analyze to submit the job to the server and confirm nothing is wrong. With the delivery preparation complete, select Confirm Delivery. Hopping over to our email, we can see that our newsletter was successfully delivered using the AEM template we synchronized and the content was personalized using our campaign recipients. Thanks for watching.