Configure the site to support optional Management Center marketing features

There are a number of configuration tasks we might need to perform to support some optional Management Center marketing features. Complete the tasks required for the site, if the support is not already in place.

Procedure

1. Optional: To support sending marketing emails, we must configure outbound and inbound email accounts. See Configure email activity accounts.

2. Optional: To support sending marketing text messages (SMS), add an SMS transport and configure a Marketing message message type for the site. See Enable and configuring the SMS transport.

3. Optional: Ensure that the store registration page allows customers to opt in for email and text message marketing, and to supply their email addresses and mobile phone numbers. Ensure that the store registration page allows customers to supply their birth dates if you plan to use these marketing features:

   • The Customer Celebrates Birthday trigger for dialog activities, to market to customers on their birthday

   • The customer segment attribute Current age according to supplied birth date to create age-based customer segments that remain accurate as our customers get older

   For the Aurora starter store registration page example, see Registration page (B2C).

4. Optional: If we are redirecting customers from the site to external sites through click actions on e-Marketing Spots, we must enable URL redirect filtering.

5. Optional: To view revenue statistics for marketing experiments (A/B testing) and search rule experiments in Management Center, then we must enable the ExperimentEvaluationEventListener.

Previous topic: Reviewing settings in the marketing component configuration file (wc-admin-component.xml) for Management Center