Practical Sitecore 8 Configuration and Strategy by Phillip Wicklund

Practical Sitecore 8 Configuration and Strategy by Phillip Wicklund

Author:Phillip Wicklund
Language: eng
Format: epub
Publisher: Apress, Berkeley, CA


The Supervise button opens a view (Figure 5-12) that allows you to see how many contacts are enrolled in the Engagement Plan, as well as which states they fall into. Perhaps there is a bottleneck in your plan and you need more personalization rules to help customers advance to the next stage faster. Additionally, if a customer is stuck, you can manually move that customer by clicking the Move button. Or, you can add a new contact manually into the Engagement Plan as well with the help of the Add button.

Figure 5-12.Reporting is available in an Engagement Plan to see the percentage of customers that are in each state, as well as the total number of customers enrolled in the plan



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