Generating Leads with Sitecore Personalize and Sitecore Send (Moosend)

Lead generation is such an important marketing practice for every business or brand and it comes in many different forms. Take the simple subscribe to receive discount offers email, almost every e-commerce site I’ve landed on recently has displayed one of these pop-ups. Sitecore Personalize makes it possible for your marketing team to easily add these lead generation experiences. While Sitecore Send (Moosend) allows marketing to stimulate and nurture visitor engagement through targeted and relevant communications. With the ultimate goal of converting visitors into lifelong consumers.

In a previous post, I showed how to easily integrate Sitecore CDP/Personalize with your existing site using GTM. In this post, I’ll show you how to capture the visitor’s name and email address using a Sitecore Personalize web experience, once a guest submits their information we’ll add them to a mailing list configured in Sitecore Send (Moosend).

To achieve this we will complete the following:

  1. Create a offers mailing list in Sitecore Send (Moosend) for customers so they can subscribe to receive offer emails.
  2. Take a look at the Sitecore Send REST API we will use to add a user to the mailing list.
  3. Create Data Connection in Sitecore Personalize for the API method.
  4. Create a Web Experience prompting user to enter name and email to subscriber to the email campaign that only displays when user has not previously subscribed.
  5. Create a Triggered Experience that will send user data to Sitecore Send using a data Connection to subscribe the user to the mailing list when the user submits the subscription pop up.
  6. Start the Experiences and Test.

At first glance, this might seem like a lot of steps to go through but it’s relatively straightforward to accomplish with Sitecore Personalize and Sitecore Send. Once you understand the various components involved, which I’ll guide you through, your marketing team will be able to re-use for similar scenarios.

Lots of good stuff!

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