Integrated marketing solutions with Sitecore's XM Cloud Forms, Sitecore Connect, and Sitecore Send

Sitecore Send, Automation, AI
by Jugal Thakkar 9/3/2024

Creating integrated marketing solutions has become a vital aspect of modern business strategies. How can businesses seamlessly build forms, collect data, and automate email marketing without custom code? Sitecore offers a suite of tools—XM Cloud Forms, Sitecore Connect, and Sitecore Send—that work together to streamline these processes. 

XM Cloud Forms 

Imagine being able to create web forms effortlessly without any coding knowledge. XM Cloud Forms provides a drag-and-drop interface designed for this exact purpose. What makes it so efficient? It’s a headless form builder without a forms database, using webhooks to send data directly to third-party applications upon form submission. This simplicity ensures a smooth setup process and quick deployment. 

Sitecore Connect 

But how do you bridge the gap between your forms and other applications? This is where Sitecore Connect comes into play. Sitecore Connect is an integration platform that enables connections between Sitecore apps and various third-party applications, such as Google and Amazon. By providing recipes, projects, connections, triggers, and actions, Sitecore Connect allows you to create customised and automated workflows. This platform makes it easy to connect XM Cloud Forms to Sitecore Send email lists, ensuring seamless data transfer. 

Sitecore Send 

Once your data is connected, how do you manage your email marketing campaigns effectively? Sitecore Send, an AI-powered email marketing solution, steps in here. It offers a comprehensive suite of features, including email lists, templates, automated triggers, reports, and audience insights. By integrating Sitecore Send with XM Cloud Forms through Sitecore Connect, you can automate your email marketing processes. This means form submissions can instantly update your email lists and trigger personalised emails. 

Practical use cases 

How do these tools work together in real-world scenarios? 

  1. Event registration: Picture creating a form for an event registration. When someone registers, their data is sent via webhooks to Sitecore Connect, which adds them to your Sitecore Send email list. Automated confirmation emails and event updates can be sent without manual intervention. 
  2. Subscription forms: What if you need to grow your email list? You can create a subscription form using XM Cloud Forms. As users subscribe, their information is sent to Sitecore Connect and added to Sitecore Send. This integration allows you to manage automated welcome emails and newsletters effortlessly. 
  3. Feedback forms: How can you collect valuable customer insights efficiently? Feedback forms can capture this data, which is then integrated through Sitecore Connect and used to segment audiences in Sitecore Send. Follow-up emails can be targeted based on customer feedback, enhancing engagement. 
  4. Loyalty programs: Want to engage your loyal customers? Create forms for loyalty program enrollment that integrate with Sitecore Connect and Sitecore Send. Automated emails can welcome new members and provide exclusive offers, keeping your loyal customers engaged. 

Summary 

So, what makes these tools so powerful when used together? Sitecore's XM Cloud Forms, Sitecore Connect, and Sitecore Send offer an integrated solution for building forms, collecting data, and automating email marketing. XM Cloud Forms simplifies form creation with its user-friendly interface, while Sitecore Connect enables seamless integration with various applications. Sitecore Send enhances your email marketing efforts with its AI-powered features, allowing for automated, personalised communication. Together, they provide a streamlined, efficient way to manage your marketing processes without the need for custom code. 

By leveraging these tools, businesses can create comprehensive marketing solutions that are efficient, scalable, and highly effective. This approach ensures that you can meet your personalization and automation goals, driving customer engagement and conversions with ease.