Sitecore Send: Everything you need to know (Part 2)

23 October 2023

By: Robert McGovern, Sitecore Optimization Consultant

Category: Blogs

In Part One of ‘Everything you need to know before getting started with Sitecore Send,’ we laid the foundation for harnessing the power of Sitecore Send in your email marketing endeavours, exploring Sitecore Send’s Email Lists and Campaigns. Let’s continue our journey by delving into Sitecore Send’s email marketing automation and analytics with Segments, Forms, Automation, Reports, and Integrations.


Segments can be created for your Email Lists that break down the list using certain criteria and allow for more relevant and targeted campaigns to be sent to sub-sets of the parent list. A Segment can be created via a Rule that consists of Segmentation Criteria, a Condition and a Value, as outlined below. These can be stacked to form granular Segments.

Segmentation Criteria Condition Value
Member email

Member name

Member mobile

Member tag

Date & time added

Date & time updated

Other mailing list

Verified for double opt-in

Subscription method

Opened any campaign

Opened campaign by Title

Opened campaign name

Specific campaign sent

Specific campaign opened

Specific sent campaign not opened

Specific campaign

Number of campaigns opened

Number of campaigns clicked

Specific link URL clicked

Device type

Operating system

Email client

Web browser

Mobile browser

Added a product to cart

Viewed a product

Purchased a product

Order total

Total spent

Average spent per order

Purchased product price

Interest in brand

Interest in category

Purchase intent for any product

Purchase intent for brand

Purchase intent for category

Funnel stage


is not


does not contain

starts with

does not start with

ends with

does not end with

is empty

is not empty


City or Region

Member Tag





Sitecore Send Conditions

An example of a Segment Rule in Sitecore Send


Subscription Forms are one of the primary methods for adding new Members to your Email Lists. Forms can be placed on your website pages or embedded or linked to third-party websites.

There are six types of Forms that you can implement in Sitecore Send:

  • Pop-up – When someone Visits / Leaves/ Clicks on a page
  • Inline – Embed it on a page
  • Floating bar – Display at Top / Bottom of page
  • Floating box – Display at Bottom-left / Bottom-right of page
  • Fullscreen – When someone Visits / Leaves
  • Promotional pop-up – When someone Visits / Leaves/ Clicks

The Forms Editor is laid out similarly to the Campaign Editor with the same page elements used to create and edit your Forms.

Like with the Campaign Template Library, there is also a multitude of Form Templates that can be used as a jumping-off point for your Form.

You can control which of your Emails List’s Custom Fields you want to include on your Form and which, if any, should be mandatory for a user to complete. 

On Submit, you must choose which of the following options you want to be presented to your user:

  • Display success / error message
  • Redirect to page on your website
  • Redirect to external URL
  • Close the Form

Subscription Form in Sitecore Send

A Subscription Form being created in Sitecore Send


Sitecore Send Automations automates emails based on triggers like a user subscribing to a list or abandoning their cart. You can create an Automation in Sitecore Send in two ways:

  • Automation Recipe – 18 template automations are offered to users out-of-the-box, such as an Abandoned Cart automation, which sends an email to a user if they put a product in their cart but don’t complete a purchase after a certain amount of time.
  • Custom Automation – Creating your own automation from scratch using the below elements.

An Automation is made up of three parts, and you can create a Custom Automation based on any combination of the above.

Trigger Conditional Step Action
Email Engagement – Open or click links in any campaigns or specific campaign

List Engagement – Subscribe or unsubscribe to any list or a specific list.

Profile Management – Custom field value or tag is updated.

Scheduling – Specific date reached

Website Engagement – Browses pages, views product, adds to cart, purchases product.

Lead Generation – Submits forms or reaches a landing page

Split Flow

(randomly splits your workflow based on a percentage that you set – default is 50/50)

Filter by weather conditions in the contact’s location

Filter (If condition / Else)

Wait for a specific time interval.


  • Send email campaign
  • Send a message to slack
  • Ping me
  • Subscribe to list
  • Unsubscribe from list
  • Set custom field value
  • Add tags to member
  • Remove tags from member
  • Increase/decrease custom field value


Once you have sent some Campaigns, you’ll be interested in how they are performing, right? Well, with Sitecore Send, there are plenty of options for you to choose from when it comes to viewing Reports in the dashboard themselves, or sharing them with others on your team or even externally.

There are two Types of Reports in Sitecore Send:

  • Campaign Reports – These are basic OOTB Reports associated with each Campaign that outline the overall performance, recipient activity, link clicks, locations, and the email clients and devices used to view your Campaigns.
  • Custom Reports – These are pick-and-mix reports that let you build your own dashboards based on a selection of widgets, including the ones that make up the Campaign Reports.


Sitecore Send is a powerful tool. But when connected with other platforms, its usefulness is multiplied.

That being said, there are many different ways to integrate Sitecore Send with other systems so you can pull in contacts or even data points from somewhere else and use this added information to bolster your email activity.

There’s Sitecore Connect, of course, but this is a separate tool with additional cost and development considerations.

Out-of-the-box, Sitecore Send has three plugins that can help you connect with other popular email platforms that can be accessed from the Integrations section:

  • Salesforce contacts
  • Google contacts
  • Mailchimp – import campaigns, senders and mailing lists.

Let’s get started.

We hope this two part series has given you a high-level overview of what is necessary before starting your Sitecore Send journey.

If you’d like to explore this further and discuss how Sagittarius can help you on your way, feel free to contact us. Partnering with a reputable Sitecore agency or Sitecore partners like Sagittarius ensures a smooth implementation and a platform tailored to your specific needs, including understanding Sitecore Pricing for your brand.

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