Exm sending email programmatically

Exm is built into Sitecore 9 Experience Platform, You no longer need to install it as a package. 

We can specify target language when sending automated messages through the client API.

To send email programmatically through EXM, follow the below steps.

Step1: Create Exm model with necessary properties as show below.

    public class ExmModel

    {

        public string MessageTemplateId { get; set; }

        public Dictionary<string, object> CustomTokens { get; set; }  

        public string UserName { get; set; }

        public string Email { get; set; }

        public MediaItem Attachment { get; set; }

       

        public string FilePath { get; set; }

        public string FileStream { get; set; }

        public string FileName { get; set; }       

        public string MediaItemID { get; set; }

    }

Step2: Create the instance exm model as below

// Send Mail.

   ExmModel exmModel = new ExmModel();

   exmModel.MessageTemplateId = “email message template id”

   exmModel.MediaItemID =”Sitecore MediaItemID”;

Step3: Add the custom token like (body content for the email) and prepare email content

exmModel.CustomTokens = new Dictionary<string, object>();

exmModel.CustomTokens.Add(token, “heading”);

exmModel.CustomTokens.Add(token, “Address”);

exmModel.CustomTokens.Add(token name, “any content you wish to add”);

Step4: Create the contact and Add recipient

       Create the contact, List Manager in sitecore.

       Please refer the sitecore exm blog post to create the List manager and contacts      

Step5: Create the contract and Add recipient

MessageItem message = Sitecore.Modules.EmailCampaign.Factory.GetMessage(exmModel.MessageTemplateId);

List<RecipientId> recipients = new List<RecipientId>();

Var contact = contactRepository.LoadContactReadOnly(userName);

Var lockAttempt = contactManager.TryLoadContact(contact.ContactId);

GetOrCreateContact(userName, lockAttempt, contactRepository, contactManager, name);

            }­­

                            recipients.Add(RecipientRepository.GetDefaultInstance().ResolveRecipientId("xdb:" + contact.ContactId));

Step6: Replace Custom Tokens.            

Step7: Attachment: Sitecore media item.

a.     Store the attachment as media item in the sitecore

b.     Retrieve the media item from sitecore

                       

exmModel.Attachment = "get the media item from sitecore"

message.Attachments.Add(exmModel.Attachment);

message.FromAddress = exmModel.Email;

Step8: Sending email

      if (recipients != null && recipients.Any())

        {

                           

          foreach (var recipient in recipients)

            {

               New AsyncSendingManager(message).SendStandardMessage(recipient);

             }

          }

2. Piece of code to store uploaded file as a media item in sitecore

     private static MediaItem AddingFile(ExmModel exmModel)

        {

            byte[] fileStreamDecoded = System.Convert.FromBase64String(exmModel.FileStream);

            using (MemoryStream ms = new MemoryStream(fileStreamDecoded))

            {

                StreamWriter writer = new StreamWriter(ms);

                writer.Write(fileStreamDecoded);

                System.Net.Mime.ContentType ct = new System.Net.Mime.ContentType(System.Net.Mime.MediaTypeNames.Application.Pdf);

                System.Net.Mail.Attachment attach = new System.Net.Mail.Attachment(ms, ct);

                // Create the options

                Sitecore.Resources.Media.MediaCreatorOptions options = new Sitecore.Resources.Media.MediaCreatorOptions();

                options.FileBased = false;

                options.IncludeExtensionInItemName = false;

                options.Versioned = false;

                options.Database = ContextDatabase;

                options.Destination =”exm file path”

                Sitecore.Resources.Media.MediaCreator creator = new Sitecore.Resources.Media.MediaCreator();

                using (new Sitecore.SecurityModel.SecurityDisabler())

                {

                    // Item mediaItem = Sitecore.Resources.Media.MediaManager.Creator.CreateFromStream()

                    Item mediaItem = creator.CreateFromStream(ms, exmModel.FilePath, options);

                    mediaItem.Editing.BeginEdit();

                    mediaItem.Name = Path.GetFileNameWithoutExtension(exmModel.FileName);

                    mediaItem.Editing.EndEdit();

                    return mediaItem;

                }

            }

        }

3. Reference

1.     https://sitecorehacker.com/2018/01/08/introducing-exm-9-for-the-sitecore-experience-platform/

2.     http://www.nonlinearcreations.com/Digital/how-we-think/articles/2012/04/Personalization-with-Profiles-and-Pattern-Cards-in-Sitecore-DMS.aspx