In Part 1, we explored how to create a new definition for Marketing Campaigns in Sitecore Content Hub. We defined a member group called Core Details, which includes essential fields such as:
- CampaignName: The name of the marketing campaign.
- StartDate: When the campaign starts.
- EndDate: The end date for the campaign.
- Location: The geographical target or location for the campaign.
- MarketingAssets: Any related assets such as images or videos.
- CampaignStatusActive: A field to indicate if the campaign is currently active.
Now, in this part, we’ll walk through how to display and manage these entities without needing to build custom React components. We’ll leverage Sitecore Content Hub’s out-of-the-box tools to efficiently manage the entities created from the Marketing Campaign definition.
Step 1: Adding a Search Component to Display Marketing Campaigns
To manage and display the Marketing Campaigns entities, we will use the Search Component. Here's how to set it up:
- Navigate to the Manage Section:
- Log in to Sitecore Content Hub.
- From the top navigation bar, click on Manage, then select Pages from the dropdown.
- Select the Marketing Campaigns Page:
- In the Pages section, choose the page where you want to display the Marketing Campaigns entities.
- For this example, we'll use a page named Marketing Campaigns.
- Add a Search Component:
- On the Marketing Campaigns page, locate the Main Zone and click on the + Component button.
- A pop-up will appear. Select Search Component from the list of available components.
- Click Add to insert the search component into the page.
- Name the component Search Marketing Campaigns to reflect the purpose.
- Ensure the Toggle Visible option is enabled to display the component on your page.
- Click Save to apply the changes.
Step 2: Configuring the Search Component
After adding the Search Component, we need to configure it to display the Marketing Campaigns based on the Core Details fields we defined earlier.
- Configure Search Settings:
- Click on the newly added Search Marketing Campaigns component to open its configuration settings.
- You’ll find several tabs that allow for in-depth configuration, such as filters, functionality, and output.
- Set Up Filters:
- Navigate to the Filters Tab.
- Within the System Tab, you can define the type of filters that will be applied to the search results.
- Select Filter Type and choose options like Definition, Property, Relation, or Selection.
- For our example, choose Definition and then select MarketingCampaign to filter only those entities created from the Marketing Campaigns definition.
Step 3: Configuring Functionality
Next, we’ll set up the functionalities to control how users can interact with the search results.
- Enable Full-Text Search:
- In the Functionality Tab, you can enable various search features.
- Enable Full Text Search to allow users to search across all fields of the Marketing Campaign entities.
- Facets and Filters:
- You can enable Facets to provide filterable categories based on the CampaignName, StartDate, or CampaignStatusActive.
- Enable sorting and pagination to help users navigate through large sets of Marketing Campaigns easily.
- Refresh Button:
- Add a Refresh Button so users can refresh the search results without reloading the entire page.
Step 4: Customizing the Output
After setting up filters and functionality, we will configure how the search results are displayed to users.
Choose Display Format:
- In the Output Tab, define how the results should be displayed.
- You can choose between a Tabular view (table format) or a Grid view depending on your preference.
- For a quick overview of multiple campaigns, the Tabular View may be more efficient as it allows you to display details like CampaignName, StartDate, EndDate, and CampaignStatusActive in columns.
Add Operations:
- You can also add operation like Deleting Entities, allowing users to manage campaigns directly from the search results.
- You can also add operation like Deleting Entities, allowing users to manage campaigns directly from the search results.
Step 5: Saving and Finalizing the Search Component
Once you have configured the filters, functionality, and output for the Search Marketing Campaigns component, follow these final steps:
Save the Configuration:
- Click Save to finalize the search component’s configuration.
- You should now see the Search Marketing Campaigns component on the page, displaying results based on the MarketingCampaign definition.
Conclusion: Managing Marketing Campaigns Without Custom React Components
By following these steps, you can efficiently display and manage your Marketing Campaigns entities without the need for custom React components. The Search Component in Sitecore Content Hub offers a powerful, configurable way to handle entities, providing flexibility with filters, search functionalities, and customizable outputs.
In the next part of this series, we’ll explore how to add additional features to further enhance campaign management in Sitecore Content Hub.😊