Sitecore Send product team has been consistently launching new features and integrations, geared towards enriching the user experience and establishing seamless connections with other offerings within the Sitecore ecosystem and beyond.

Today, we are thrilled to present a compilation of noteworthy updates in a comprehensive overview. These updates encompass the availability of Send via the Cloud Portal, the integration of Sitecore Send with Sitecore Content Hub DAM (Digital Asset Management), the implementation of a design optimized for mobile devices, and the revolutionary automation of audience discovery processes.

Let’s dig into what’s new at Send!

Table of Contents

Sitecore Send on Cloud Portal

In the ever-evolving landscape of digital marketing, Sitecore's Send emerges as a dynamic force, redefining the way businesses approach email marketing, campaigns, and customer engagement. A world of email-driven interactions, all conveniently accessible through Sitecore's unified Cloud Portal, awaits.

Let's explore how Sitecore Send is transforming the way brands communicate, connect, and captivate their audiences.

A glimpse into Sitecore Cloud Portal

Sitecore Cloud Portal is your command center for managing the entire Sitecore DXP experience. It serves as an administration hub, empowering organization owners to efficiently manage team members and product access.

Furthermore, the portal offers a cohesive UI component library that ensures a consistent look and feel across various Sitecore products.

Accessing Sitecore Cloud Portal

Getting started with The Sitecore Cloud Portal is a straightforward process. Currently, membership within an organization is a requirement for accessing its capabilities.

Customers and partners purchasing XM Cloud or other SaaS products will now gain access through sales operations. This access will be facilitated through a Sitecore Cloud Portal organization. Moreover, existing organization owners or administrators can extend invitations to new members directly through the portal, fostering collaborative engagement.

Building on a foundation of Composable DXP

Sitecore's Send solidifies its position as a driving force behind the Composable DXP ecosystem. This ecosystem seamlessly links diverse products, providing marketers with a solid foundation to build, execute, and optimize customer journeys at scale.

Step into the future of email marketing and customer engagement. Elevate your digital strategy with Sitecore Send—an embodiment of personalized communication, unified access, and results-driven campaigns.

Sitecore Send and Content Hub DAM

The fusion of Sitecore Send and Sitecore Content Hub DAM is a game-changer that empowers Send users to gain direct access to DAM's reservoir of images. Thanks to this powerful integration, incorporating DAM images into campaigns and integrating images from the DAM repository into Send's campaign templates now becomes a seamless endeavor. This strategic alignment offers brands the invaluable advantage of upholding uniformity in media utilization across diverse content touchpoints throughout the customer journey.

Exploring the realm of image selection and manipulation, our journey unveils a versatile image picker feature that weaves seamlessly into your creative endeavors. Whether crafting newsletters, designing landing pages, molding subscription forms, or embellishing Gmail annotations with a striking featured image, the image picker stands as your artistic gateway.

This tool unfolds with an array of possibilities:

  • Delve into your recently employed images by venturing into the realm of "Recent Images."
  • Immerse yourself in the realm of creativity by uploading images stored on your local device through the "Local Files" option.
  • Harness the vast expanse of the internet with the "Direct Link" choice, seamlessly integrating online imagery into your masterpiece.
  • Embark on a visual journey with Sitecore Content Hub's Digital Asset Management system through the "Sitecore DAM" option, ensuring that your visuals adhere to the highest standards of quality and approval.
  • Infuse the charm of external image repositories like Unsplash, and Giphy, enabling the integration of diverse imagery into your creation.
  • Extend your horizons to the realms of social media, with options to incorporate images from platforms like Facebook and Instagram.
  • Embrace the accessibility of cloud storage platforms like OneDrive, Dropbox, and Google Drive, transforming your image selection process into a breeze.

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Sitecore Send and Connect

An exciting horizon unfolds as Sitecore Send forges a connection with Sitecore Connect, ushering in a realm of boundless possibilities. This integration serves as a bridge between Send and a diverse array of external applications, facilitating seamless data transfers that transcend traditional boundaries. A treasure trove of over 1000 applications stands ready for integration, all effortlessly orchestrated by the magic of Sitecore Connect recipes, making coding a thing of the past.

A new era of subscriber management dawns with this fusion. Witness the power of navigating and orchestrating subscribers in Sitecore Send, driven by triggers emanating from the integrated external applications. This symbiotic relationship bestows an unprecedented level of control, empowering you to curate and govern your subscriber base with unparalleled precision and responsiveness.

Open up a universe of connectivity with the dynamic capabilities of Sitecore Connect. This robust feature empowers you to effortlessly integrate Sitecore Send with a diverse array of external applications, allowing for smooth and seamless data transfers between Sitecore Send and these connected applications, including popular platforms like Facebook and Google Sheets.

Begin your integration journey by harnessing the innovative recipes offered by Sitecore Connect. These recipes act as guiding frameworks, enabling you to craft triggers and actions that center around your subscriber base. Whether you're fashioning a recipe activated by a Send-trigger or one sparked by a Send-action, you have complete control over shaping these connections according to your needs.

As the link between Sitecore Connect and Sitecore Send takes shape, a world of connectivity with third-party applications unfolds. This integration lays the foundation for a myriad of inventive applications. Picture streamlining your subscriber management within Send by responding to triggers ingeniously generated by the connected applications. For example, Sitecore Connect can be configured to automatically add subscribers to a Send email list whenever a contact is introduced into a spreadsheet, CRM system, ERP system, or when someone engages with a survey. All of this is seamlessly orchestrated through the Sitecore Send connector within Sitecore Connect, offering you a universe of possibilities.

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Achieving CSA Certification

Understanding the Certification:

The Certified Senders Alliance (CSA) operates as a vital intermediary between those sending emails and the providers managing mailboxes. This certification has a singular objective: enhancing the caliber and deliverability of emails. Think of CSA certification as an express authorization ticket for your emails, smoothly navigating past the barriers of spam filters. It acts as a catalyst for refining message deliverability and securing prime spots in inboxes, all made possible by joining the ranks of providers' whitelisted IP addresses.

Earning the CSA certification involves satisfying stringent technical and legal benchmarks that mirror the expectations of mailbox providers and adhere to the most current regulations.

The elation is palpable as we proudly announce the acquisition of CSA certification. This accomplishment substantially bolsters the authenticity and trustworthiness of the emails we dispatch to your valued audience.

Seamless mobility with responsive design

Introducing a transformative update – Sitecore Send has embraced a responsive design and ensured a flawless experience when managing your email marketing endeavors on the move using your mobile devices. This dynamic design adaptation empowers you to effortlessly tailor campaign settings, fine-tune landing pages, and craft subscription forms, all while enjoying the convenience of mobile flexibility.

Accessing performance reports and dashboards has also gotten easier as you can analyze them from your mobile, giving you an overview instantly whenever needed.

Sitecore Send's mobile transformation streamlines your email marketing on the go. Edit campaigns, forms, and lists effortlessly, accessing real-time metrics and account settings anywhere. Navigation adapts for mobile convenience, while tools like Campaigns, Growth, Audience, and Reports offer on-the-move control.

Campaigns and forms customization is intuitive, while audience management and report viewing ensure up-to-date insights. While some advanced features are desktop-exclusive, Sitecore Send's mobile version puts essential controls in your hands.

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Automated Audience Discovery

Prepare to be amazed by the capabilities of Audience Discovery automation. This groundbreaking feature empowers you with the ability to tap into automatically identified segments and campaigns that practically generate themselves. The result? A strategic edge that enables you to seamlessly deliver content tailored to individuals displaying strong purchase intent.

When Audience Discovery is enabled, Sitecore Send creates automated segments based on customers' purchase intent and interest in a product category. Through the automated campaign, Sitecore Send also creates automated campaigns based on the segment generated.

Step into the world of automated Audience Discovery, where efficiency takes center stage. Activate this feature and witness the effortless detection of segments and creation of campaigns.

Sitecore Send becomes a proactive creator, molding three ready-made segments and corresponding campaigns. These come with pre-filled details and a standard Audience Discovery title, offering the freedom to use, modify, or disregard them as needed.

Watch as these automated segments and campaigns evolve on a weekly basis, ensuring they always reflect the latest trends. Personalize any of them to make them your own, stepping out of the automated update cycle.

Automated segments categorize your audience seamlessly, spotlighting potential purchase intent and product interests. Paired with these segments, automated campaigns appear as drafts in your Campaigns list, equipped with predefined settings for efficiency.

In the design realm, an automated template springs to life, showcasing up to three relevant products complete with images and links to your website. Your logo takes center stage if available on your website.

Scheduling delivery becomes a breeze – choose to send your campaign instantly or save it as a draft for future refinement.

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Improvements to Conditional Visibility & Text Editor

We're thrilled to introduce remarkable improvements to our Conditional Visibility and Text Editor features in Sitecore Send. With Conditional Visibility, the power of personalization soars to new heights, granting you the ability to craft campaigns tailored to each recipient based on specific conditions. For instance, imagine showcasing exclusive discounts only to those recipients who meet predefined criteria – it's personalized engagement at its finest.

But that's not all – our latest enhancement empowers you to incorporate up to 10 conditions per layout. This advancement enables you to finely orchestrate the display of campaign sections, ensuring your audience sees precisely what's relevant to them. No more one-size-fits-all; instead, you wield the tools to curate a truly individualized experience.

Furthermore, we've revamped our Text Editor to be more than just a tool – it's an intuitive companion for your creative journey. Streamlined formatting options are now seamlessly centralized, ensuring smoother navigation and more efficient crafting. With this intuitive upgrade, your creative process becomes a breeze, allowing you to focus on crafting compelling content that resonates with your audience.

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