Extend Sitecore Engagement Plan UI to assign contacts to an engagement plan state

The default Sitecore Engagement Plan currently supports the following option to assign users/contacts to an engagement plan state

Add from CSV File
Add a Sitecore user
Add all Members of a Sitecore Role
Add a Segment

Out off all those options only the segment option have the capability of assigning existing contacts to an engagement plan state.

However, what if we would like to import contacts from a CSV file there’s no option to do so, the Add from CSV file will import the data as Sitecore users instead of contacts.

We would need to modify the UI in order to achieve the functionality that we’re aiming for. To do so first we would need to figure which file to modify.

As the UI is using Silverlight it’s a bit difficult to figure which file we need to modify, however searching for the “Welcome to the Import Contacts Wizard” text under the /sitecore folder reveals that this file seems to be the correct one

\sitecore\shell\Applications\MarketingAutomation\Dialogs\ImportVisitors.xml

1	\sitecore\shell\Applications\MarketingAutomation\Dialogs\ImportVisitors.xml

Further inspecting the code inside that file and tinkering with it a bit confirms that this is the correct file to modify.

We will not modify the existing Sitecore file, instead we will use the Override folder in order to apply our modification to the existing XML control. To do this copy and paste the existing ImportVisitors.xml file to the override folder

\sitecore\shell\Override\Applications\MarketingAutomation\Dialogs\ImportVisitors.xml

1	\sitecore\shell\Override\Applications\MarketingAutomation\Dialogs\ImportVisitors.xml

You can put the file directly inside the Override folder, but it’s good practice to replicate the original folder paths so you know which file you’re overriding. After we now know which file to modify we can start modifying the default behaviour of that XML control.

The modified ImportVisitors.xml

<?xml version="1.0" encoding="utf-8" ?>
<control xmlns:def="Definition" xmlns="http://schemas.sitecore.net/Visual-Studio-Intellisense">
  <ImportVisitors>
    <WizardForm CodeBeside="TC.SitecoreEngagementPlanUI.Shell.Applications.MarketingAutomations.Dialogs,TC.SitecoreEngagementPlanUI">

      <style type="text/css">
        th.scListviewViewDetailsHeader
        {
        display:none;
        }

        #RolesBox div
        {
        padding-bottom: 2px;
        }

        input
        {
        font-family: verdana;
        font-size: 9pt;
        }

        .orderedList{
        list-style-type: decimal;
        list-style-position: inside;
        }

        .orderedList > li{
        list-style-position: inside;
        padding-left: 8px;
        list-style-type: square;
        }
      </style>

      <WizardFormFirstPage ID="FirstPage" Icon="People/32x32/users_into.png">
        <Border Class="scWizardWelcomeTitle">
          <Literal Text="Welcome to the Import Users/Contacts Wizard" />
        </Border>
        <Literal Text="This wizard helps you:" />
        <ul>
          <li class="scWizardBullet">
            <Literal Text="Select a CSV file that contains visitor information." />
          </li>
          <li class="scWizardBullet">
            <Literal Text="Then do one of the followings:" />
            <ol>
              <li class="scWizardBullet">
                <Literal Text="1. Import as a user" />
                <ul class="orderedList">
                  <li class="scWizardBullet">
                    <Literal Text="Map the information in the file to the fields in the user profile." />
                  </li>
                  <li class="scWizardBullet">
                    <Literal Text="Select a domain for new visitors." />
                  </li>
                  <li class="scWizardBullet">
                    <Literal Text="Add visitors to the selected domain." />
                  </li>
                  <li class="scWizardBullet">
                    <Literal Text="Add visitors to a state." />
                  </li>
                </ul>
              </li>
              <li class="scWizardBullet">
                <Literal Text="2. Import as a contact" />
                <ul class="orderedList">
                  <li class="scWizardBullet">
                    <Literal Text="Map the information in the file to contact fields" />
                  </li>
                  <li class="scWizardBullet">
                    <Literal Text="Add visitors to a state." />
                  </li>
                </ul>
              </li>
            </ol>
          </li>
        </ul>
      </WizardFormFirstPage>

      <WizardFormPage ID="ChooseAction" Header="Choose action" Text="Choose to import as a user or contact">
        <WizardFormPadding>
          <GridPanel Width="100%" Valign="top">
            <Label Header="Import Action:" GridPanel.VAlign="top" />
            <Space Height="16" />
            <Radiobutton ID="ImportUsers" Name="ChooseAction" Value="ImportUsers" Header="Import as Users"></Radiobutton>
            <Literal Text="Importing as Users will import the visitor as a registered User in Sitecore" Style="font-weight:bold;" GridPanel.Colspan="2"/>
            <Space Height="8" />
            <Radiobutton ID="ImportContacts" Name="ChooseAction" Value="ImportContacts" Header="Import as Contacts"></Radiobutton>
            <Literal Text="Importing as Contacts will import the visitor as a Contact in the Sitecore xDB" Style="font-weight:bold;" GridPanel.Colspan="2"/>
          </GridPanel>
        </WizardFormPadding>
      </WizardFormPage>

      <WizardFormPage ID="SelectFile" Header="File to Import" Text="Select the CSV file that contains the visitor information that you want to import. This file must be in .csv format." Icon="People/32x32/users_into.png">
        <WizardFormPadding>
          <GridPanel Width="100%" VAlign="top" Cellspacing="4" >

            <Label Header="File Name:" GridPanel.VAlign="top" />

            <GridPanel GridPanel.VAlign="top" Columns="3" Width="100%">
              <Edit ID="Filename" GridPanel.Width="100%" Width="100%" ReadOnly="true" />
              <Space Width="6px" />

              <Border Width="75px" GridPanel.Width="75px">
                <Border Style="position: relative;">
                  <Frame ID="UploadFileFrame" Height="26px" Style="position: relative; -moz-opacity:0; filter:alpha(opacity: 0);	opacity: 0;	z-index: 2;" SourceUri="/sitecore/shell/Applications/MarketingAutomation/Dialogs/UploadFile.aspx"/>
                  <button class="scButton" type="button" Style="position: absolute; top: 1px; left: 0px; z-index: 1;">
                    <Literal Text="Browse" />
                  </button>
                </Border>
              </Border>
            </GridPanel>

          </GridPanel>
        </WizardFormPadding>
      </WizardFormPage>

      <WizardFormPage ID="Fields" Header="Fields" Text="Select the fields that you want to import and the fields that you want to map them to." Icon="People/32x32/users_into.png">
        <WizardFormPadding>
          <GridPanel Height="100%" Width="100%">
            <GridPanel Width="100%" VAlign="top" Cellspacing="8" Style="padding-left: 4px;">
              <Label Header="User Name:" />
              <EditableCombobox ID="UserName" SelectOnly="true" Width="100%" />
            </GridPanel>

            <Scrollbox ID="FieldsSection" GridPanel.Height="100%" Border="0" Style="background: transparent;">
              <GridPanel Width="100%" VAlign="top" Cellspacing="8" Columns="3" >

                <Label Header="From:" GridPanel.Width="50%" />
                <Label Header="To:" GridPanel.Width="50%" />
                <Border Height="16" Width="16" />

              </GridPanel>
            </Scrollbox>
          </GridPanel>
        </WizardFormPadding>
      </WizardFormPage>

      <WizardFormPage ID="DomainAndRole" Header="Domain and Role" Text="Select the security domain and role (optional) that you want to add new visitors to." Icon="People/32x32/users_into.png" >
        <WizardFormPadding>
          <GridPanel Width="100%" VAlign="top" >

            <Label Header="Domain:" />
            <Space Height="4"/>
            <EditableCombobox ID="DomainCombobox" SelectOnly="true" Width="100%" Visible="false" />

            <GridPanel ID="DomainPanel" GridPanel.VAlign="top"  Columns="3" Width="100%" Visible="false">
              <Edit ID="DomainInput" GridPanel.Width="100%" Width="100%" ReadOnly="true" />
              <Space Width="6px" />
              <Button Header="Select" Click="SelectDomain_Click" />
            </GridPanel>

            <Space Height="8"/>

            <Label Header="Role (optional):" />
            <Space Height="4"/>
            <GridPanel GridPanel.VAlign="top" Columns="3" Width="100%">
              <Edit ID="RoleInput" GridPanel.Width="100%" Width="100%" />
              <Space Width="6px" />
              <Button Header="Select" Click="SelectRole_Click" />
            </GridPanel>

            <Space Height="34"/>

            <Label Header="If a record in the file contains a user name that already exists:" />
            <Space Height="4"/>

            <GridPanel Cellspacing="0">
              <Radiobutton ID="SkipProperties" Name="Conflict" Value="SkipProperties" Header="Do not modify profile fields." Checked="true" />
              <Radiobutton ID="OverwriteProperties" Name="Conflict" Value="OverwriteProperties" Header="Overwrite existing profile fields." />
              <Radiobutton ID="StoreProperties" Name="Conflict" Value="StoreProperties" Header="Only store data in empty profile fields." />
            </GridPanel>

          </GridPanel>
        </WizardFormPadding>
      </WizardFormPage>

      <WizardFormPage ID="ContactFields" Header="Contact Fields" Text="Select the field that you want to identify the contact as" Icon="People/32x32/users_into.png">
        <WizardFormPadding>
          <GridPanel Width="100%" VAlign="top" Cellspacing="8" Style="padding-left: 4px;">
            <Label Header="Contact Identifier (required):" />
            <EditableCombobox ID="ContactIdentifier" SelectOnly="true" Width="100%" />
            <Space Height="16" />
            <Label Header="First Name:" />
            <EditableCombobox ID="ContactFirstName" SelectOnly="true" Width="100%" />
            <Space Height="16" />
            <Label Header="Last Name:" />
            <EditableCombobox ID="ContactLastName" SelectOnly="true" Width="100%" />
            <Space Height="16" />
            <Label Header="Contact Email:" />
            <EditableCombobox ID="ContactEmail" SelectOnly="true" Width="100%" />
          </GridPanel>
        </WizardFormPadding>
      </WizardFormPage>

      <WizardFormPage ID="Importing" Header="Importing Contacts" Text="Please wait while the wizard imports visitors." Icon="People/32x32/users_into.png">
        <WizardFormPadding>
          <GridPanel Width="100%" VAlign="Top">
            <Space Height="64" />
            <Border Align="center">
              <ThemedImage Src="People/32x32/users_into.png" Width="48" Height="48" />
            </Border>
            <Space Height="16" />
            <Border Align="center">
              <ThemedImage Src="Images/progress.gif" Width="94" Height="17" />
            </Border>
            <Space Height="16" />
            <Border Align="center" >
              <Literal Text="Importing..." Style="font-weight:bold"/>
            </Border>
          </GridPanel>
        </WizardFormPadding>
      </WizardFormPage>

      <WizardFormLastPage ID="Finish" Icon="People/32x32/users_into.png">
        <GridPanel Width="100%">
          <Literal Text="The visitor information has been imported successfully." />

          <Border>
            <Space Height="14px" />
          </Border>

          <Border ID="Results">
            <GridPanel Columns="2" Cellspacing="6" Valign="top">
              <Literal Text="Importing" Style="font-weight:bold;" GridPanel.Colspan="2"/>
              <Literal ID="LiteralUsersImported" Text="Users imported:" Style="padding-left: 14px;"/>
              <Literal ID="NumImported" />

              <Border GridPanel.Colspan="2">
                <Space Height="16px" />
              </Border>

              <Literal ID="SkippedText" Text="Records skipped:" GridPanel.Colspan="2" Style="padding-left: 14px;" />

              <Literal ID="LiteralUserExists" Text="User exists:" Style="padding-left: 28px;"/>
              <Literal ID="NumUserExists" />

              <Literal ID="LiteralBadUserName" Text="Invalid user name:" Style="padding-left: 28px;"/>
              <Literal ID="NumBadUserName" />

              <Literal ID="LiteralBrokenStructure" Text="Broken stucture:" Style="padding-left: 28px;"/>
              <Literal ID="NumBroken" />

              <Border GridPanel.Colspan="2">
                <Space Height="16px" />
              </Border>

              <Literal Text="Adding to state" Style="font-weight:bold" GridPanel.Colspan="2"/>

              <Literal Text="Contacts added to state:" Style="padding-left: 14px;"/>
              <Literal ID="NumAddedToState" />
            </GridPanel>
          </Border>
        </GridPanel>
      </WizardFormLastPage>

    </WizardForm>
  </ImportVisitors>
</control>

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<?xml version="1.0" encoding="utf-8" ?>

th.scListviewViewDetailsHeader

{

display:none;

}

#RolesBox div

{

padding-bottom: 2px;

}

input

{

font-family: verdana;

font-size: 9pt;

}

.orderedList{

list-style-type: decimal;

list-style-position: inside;

}

.orderedList > li{

list-style-position: inside;

padding-left: 8px;

list-style-type: square;

}

</style>

</Border>

<ul>

</li>

<ol>

</li>

</li>

</li>

</li>

</ul>

</li>

</li>

</li>

</ul>

</li>

</ol>

</li>

</ul>

</WizardFormFirstPage>

</GridPanel>

</WizardFormPadding>

</WizardFormPage>

</button>

</Border>

</GridPanel>

</WizardFormPadding>

</WizardFormPage>

</GridPanel>

</GridPanel>

</Scrollbox>

</GridPanel>

</WizardFormPadding>

</WizardFormPage>

</GridPanel>

</GridPanel>

</GridPanel>

</WizardFormPadding>

</WizardFormPage>

</GridPanel>

</WizardFormPadding>

</WizardFormPage>

</Border>

</Border>

</Border>

</GridPanel>

</WizardFormPadding>

</WizardFormPage>

</Border>

</Border>

</Border>

</GridPanel>

</Border>

</GridPanel>

</WizardFormLastPage>

</WizardForm>

</ImportVisitors>

</control>

The code beside file

using System;
using System.Collections.Generic;
using System.Web;
using Sitecore;
using Sitecore.Analytics;
using Sitecore.Analytics.Automation.MarketingAutomation;
using Sitecore.Analytics.Data;
using Sitecore.Analytics.DataAccess;
using Sitecore.Analytics.Model;
using Sitecore.Analytics.Model.Entities;
using Sitecore.Analytics.Tracking;
using Sitecore.Configuration;
using Sitecore.Data;
using Sitecore.Diagnostics;
using Sitecore.Globalization;
using Sitecore.IO;
using Sitecore.Jobs;
using Sitecore.Resources;
using Sitecore.Web.UI.HtmlControls;
using Sitecore.Web.UI.Sheer;

namespace TC.SitecoreEngagementPlanUI.Shell.Applications.MarketingAutomations.Dialogs
{
    public class ImportVisitorsForm : Sitecore.Shell.Applications.MarketingAutomation.Dialogs.ImportVisitorsForm
    {
        protected EditableCombobox ContactEmail;
        protected EditableCombobox ContactFirstName;
        protected EditableCombobox ContactIdentifier;
        protected EditableCombobox ContactLastName;
        protected Radiobutton ImportContacts;
        protected Radiobutton ImportUsers;
        protected Literal LiteralBadUserName;
        protected Literal LiteralBrokenStructure;
        protected Literal LiteralUserExists;
        protected Literal LiteralUsersImported;

        protected ImportActionType ImportAction
        {
            get
            {
                if (ImportUsers.Checked)
                    return ImportActionType.ImportAsUser;

                if (ImportContacts.Checked)
                    return ImportActionType.ImportAsContact;

                return ImportActionType.Unknown;
            }
        }

        protected override bool ActivePageChanging(string page, ref string newpage)
        {
            Assert.ArgumentNotNull(page, "page");
            Assert.ArgumentNotNull(newpage, "newpage");
            switch (page)
            {
                case "ChooseAction":
                    if (ImportAction == ImportActionType.Unknown)
                    {
                        SheerResponse.Alert("Please select one of the action available");
                        return false;
                    }
                    break;
                case "SelectFile":
                    if (newpage.Equals("Fields") && !ReadFile())
                        return false;
                    if ((ImportAction == ImportActionType.ImportAsContact) && newpage.Equals("Fields"))
                        newpage = "ContactFields";
                    break;
                case "Fields":
                    if (newpage.Equals("DomainAndRole") && !CheckFields())
                        return false;
                    break;
                case "DomainAndRole":
                    if (newpage.Equals("ContactFields"))
                    {
                        if (!CheckDomainAndRole())
                            return false;
                        StartImport();
                        newpage = "Importing";
                    }
                    break;

                case "ContactFields":
                    if (newpage.Equals("Importing"))
                    {
                        if (ImportAction == ImportActionType.ImportAsContact)
                        {
                            if (ContactIdentifier.Value.Equals(FormatDefaultText(Translate.Text("select field"))))
                            {
                                SheerResponse.Alert("Contact Identifier field must have a valid value");
                                return false;
                            }
                            StartImportingContacts();
                        }
                    }
                    else if (newpage.Equals("DomainAndRole"))
                    {
                        if (ImportAction == ImportActionType.ImportAsContact)
                            newpage = "SelectFile";
                    }
                    break;
                case "Importing":
                    if (newpage.Equals("Finish"))
                    {
                        if (ImportAction == ImportActionType.ImportAsContact)
                        {
                            LiteralUserExists.Text = "Contact exists:";
                            LiteralBadUserName.Text = "Invalid contact:";
                            LiteralUsersImported.Text = "Contacts imported:";
                            LiteralBrokenStructure.Visible = false;
                            NumBroken.Visible = false;
                        }
                        if (ImportAction == ImportActionType.ImportAsUser)
                        {
                            LiteralUserExists.Text = "User exists:";
                            LiteralBadUserName.Text = "Invalid user name:";
                            LiteralUsersImported.Text = "Users Imported:";
                            LiteralBrokenStructure.Visible = true;
                            NumBroken.Visible = true;
                        }
                    }
                    break;
            }
            return base.ActivePageChanging(page, ref newpage);
        }

        public new void Next()
        {
            var index = Pages.IndexOf(Active) + 1;
            if (index >= Pages.Count)
                Active = Pages[Pages.Count - 1];
            else
                Active = Pages[index];
        }

        private void InitializeFields()
        {
            for (var index = ParentControl.Controls.Count - 1; index >= 0; --index)
            {
                var control = ParentControl.Controls[index];
                if (!string.IsNullOrEmpty(control.ID) &&
                    (control.ID.StartsWith("Field") || control.ID.StartsWith("Property") ||
                     control.ID.StartsWith("DelSection")))
                    ParentControl.Controls.Remove(control);
            }
            InitializeUserNameField();
            InitializeContactFields();
            var prevIdPostfix = string.Empty;
            foreach (var str in FieldList)
            {
                var f = str;
                var defProperty = PropertyList.Find(p => string.Equals(f, p, StringComparison.OrdinalIgnoreCase));
                if (!string.IsNullOrEmpty(defProperty))
                    prevIdPostfix = AddRow(prevIdPostfix, defProperty);
            }
            AddRow(prevIdPostfix);
            SheerResponse.Refresh(FieldsSection);
        }

        private void InitializeContactFields()
        {
            ContactIdentifier.List = FieldList;
            ContactIdentifier.Value = FormatDefaultText(Translate.Text("select field"));
            ContactFirstName.List = FieldList;
            ContactFirstName.Value = FormatDefaultText(Translate.Text("select field"));
            ContactLastName.List = FieldList;
            ContactLastName.Value = FormatDefaultText(Translate.Text("select field"));
            ContactEmail.List = FieldList;
            ContactEmail.Value = FormatDefaultText(Translate.Text("select field"));
        }

        protected void StartImportingContacts()
        {
            var importOptions = new ContactImportOptions
            {
                FileName = RealFilename,
                PlanId = Tracker.DefinitionDatabase.GetItem(StateId).ParentID,
                StateId = StateId,
                ContactIdentifierField = ContactIdentifier.Value,
                ContactFirstNameField = ContactFirstName.Value,
                ContactLastNameField = ContactLastName.Value,
                ContactEmailField = ContactEmail.Value
            };
            StartJob("Import Contacts", "DoImportContacts", this, importOptions);
            CheckImport();
        }

        protected string DoImportContacts(ContactImportOptions options)
        {
            Assert.ArgumentNotNull(options, "options");
            var contactManager = Factory.CreateObject("tracking/contactManager", true) as ContactManager;
            var contactRepository = Factory.CreateObject("tracking/contactRepository", true) as ContactRepository;
            var numOfImported = 0;
            var numOfContactExists = 0;
            var numOfBadContacts = 0;
            var numOfContactsAddedToState = 0;
            using (var csvFileReader = new CsvFileReader(options.FileName))
            {
                try
                {
                    var columnNameFields = csvFileReader.ReadLine();
                    var contactIdentifierIndex =
                        columnNameFields.FindIndex(h => string.Equals(options.ContactIdentifierField, h));
                    if (contactIdentifierIndex < 0)
                        return string.Empty;

                    var contactFirstNameIndex =
                        columnNameFields.FindIndex(x => string.Equals(options.ContactFirstNameField, x));
                    var contactLastNameIndex =
                        columnNameFields.FindIndex(x => string.Equals(options.ContactLastNameField, x));
                    var contactEmailIndex = columnNameFields.FindIndex(x => string.Equals(options.ContactEmailField, x));

                    var valueFields = csvFileReader.ReadLine();
                    while (valueFields != null)
                    {
                        var contactIdentifier = valueFields[contactIdentifierIndex];
                        if (string.IsNullOrWhiteSpace(contactIdentifier))
                        {
                            numOfBadContacts++;
                        }
                        else
                        {
                            var leaseOwner = new LeaseOwner("AddContacts-" + Guid.NewGuid(),
                                LeaseOwnerType.OutOfRequestWorker);
                            LockAttemptResult<Contact> lockAttemptResult;
                            var contact = contactManager.LoadContactReadOnly(contactIdentifier);
                            if (contact != null)
                            {
                                numOfContactExists++;
                                lockAttemptResult = contactRepository.TryLoadContact(contact.ContactId, leaseOwner,
                                    TimeSpan.FromSeconds(3));
                                if (lockAttemptResult.Status == LockAttemptStatus.Success)
                                {
                                    contact = lockAttemptResult.Object;
                                    contact.ContactSaveMode = ContactSaveMode.AlwaysSave;
                                }
                                else
                                {
                                    Log.Error("Cannot lock contact! " + lockAttemptResult.Status, this);
                                }
                            }
                            else
                            {
                                contact = contactRepository.CreateContact(ID.NewID);
                                contact.Identifiers.Identifier = contactIdentifier;
                                contact.System.Value = 0;
                                contact.System.VisitCount = 0;
                                contact.ContactSaveMode = ContactSaveMode.AlwaysSave;
                                lockAttemptResult = new LockAttemptResult<Contact>(LockAttemptStatus.Success, contact,
                                    leaseOwner);
                            }
                            UpdateContactPersonalInfo(contact, contactFirstNameIndex, valueFields, contactLastNameIndex);
                            UpdateContactEmailAddress(contactEmailIndex, contact, valueFields);

                            if ((lockAttemptResult.Status != LockAttemptStatus.AlreadyLocked) &&
                                (lockAttemptResult.Status != LockAttemptStatus.NotFound))
                            {
                                if (contact.AutomationStates().IsInEngagementPlan(options.PlanId))
                                {
                                    contact.AutomationStates().MoveToEngagementState(options.PlanId, options.StateId);
                                    Log.Info(
                                        string.Format("Move contact: {0} to engagement plan stateId: {1}",
                                            contact.ContactId, options.StateId), this);
                                }
                                else
                                {
                                    contact.AutomationStates().EnrollInEngagementPlan(options.PlanId, options.StateId);
                                    Log.Info(
                                        string.Format("Enrolled contact: {0} to engagement plan stateId: {1}",
                                            contact.ContactId, options.StateId), this);
                                }

                                contactRepository.SaveContact(contact, new ContactSaveOptions(true, leaseOwner, null));
                                numOfContactsAddedToState++;
                            }
                            else
                            {
                                Log.Error(
                                    string.Format("Failed to enroll contact: {0} in engagement plan stateId: {1}",
                                        contact.ContactId, options.StateId), this);
                            }
                            numOfImported++;
                        }

                        valueFields = csvFileReader.ReadLine();
                    }
                }
                catch (Exception ex)
                {
                    Log.Error(ex.Message, ex, this);
                }
            }

            Log.Info(
                string.Format(
                    "Import Contacts Finished: Imported: {0}, Contact Exists: {1}, Bad Contact Data: {2}, Added to State: {3}",
                    numOfImported, numOfContactExists, numOfBadContacts, numOfContactsAddedToState), GetType());
            return numOfImported + "|" + numOfContactExists + "|" + numOfBadContacts + "|" + "|" +
                   numOfContactsAddedToState + "|";
        }

        private void UpdateContactPersonalInfo(Contact contact, int contactFirstNameIndex, List<string> valueFields,
            int contactLastNameIndex)
        {
            var contactPersonalInfoFacet = contact.GetFacet<IContactPersonalInfo>("Personal");
            if (contactFirstNameIndex >= 0)
                contactPersonalInfoFacet.FirstName = valueFields[contactFirstNameIndex];

            if (contactLastNameIndex >= 0)
                contactPersonalInfoFacet.Surname = valueFields[contactLastNameIndex];
        }

        private void UpdateContactEmailAddress(int contactEmailIndex, Contact contact, List<string> valueFields)
        {
            if (contactEmailIndex >= 0)
            {
                var contactEmailFacet = contact.GetFacet<IContactEmailAddresses>("Emails");
                contactEmailFacet.Preferred = "Preferred";
                if (contactEmailFacet.Entries.Contains("Preferred"))
                {
                    var preferredEmailAddress = contactEmailFacet.Entries["Preferred"];
                    preferredEmailAddress.SmtpAddress = valueFields[contactEmailIndex];
                }
                else
                {
                    var preferredEmailAddress = contactEmailFacet.Entries.Create("Preferred");
                    preferredEmailAddress.SmtpAddress = valueFields[contactEmailIndex];
                }
            }
        }

        protected class ContactImportOptions
        {
            public string FileName { get; set; }
            public ID PlanId { get; set; }
            public ID StateId { get; set; }
            public string ContactIdentifierField { get; set; }
            public string ContactFirstNameField { get; set; }
            public string ContactLastNameField { get; set; }
            public string ContactEmailField { get; set; }
        }

        protected enum ImportActionType
        {
            Unknown,
            ImportAsUser,
            ImportAsContact
        }

        #region Methods from base class

        protected new bool ReadFile()
        {
            if (string.IsNullOrEmpty(RealFilename))
            {
                SheerResponse.Alert(Translate.Text("Select a file first."));
                return false;
            }
            if (!FileUtil.FileExists(RealFilename))
            {
                SheerResponse.Alert(Translate.Text("'{0}' file does not exist.", (object) RealFilename));
                return false;
            }
            if (!RealFilename.Equals(LastFile))
                using (var csvFileReader = new CsvFileReader(RealFilename))
                {
                    FieldList = csvFileReader.ReadLine();
                    LastFile = RealFilename;
                    InitializeFields();
                }
            return true;
        }

        protected new void CheckImport()
        {
            var str = Context.ClientPage.ServerProperties["job"] as string;
            var job = !string.IsNullOrEmpty(str) ? JobManager.GetJob(Handle.Parse(str)) : null;
            if (job == null)
                Next();
            else if (job.IsDone)
            {
                if (job.Status.Result != null)
                    UpdateForm(job.Status.Result.ToString());
                Next();
            }
            else
                SheerResponse.Timer("CheckImport", 300);
        }

        private void UpdateForm(string results)
        {
            if (string.IsNullOrEmpty(results))
                return;
            var strArray = results.Split('|');
            if (strArray.Length < 5)
                return;
            NumImported.Text = strArray[0];
            NumUserExists.Text = strArray[1];
            NumBadUserName.Text = strArray[2];
            NumBroken.Text = strArray[3];
            NumAddedToState.Text = strArray[4];
            SheerResponse.Refresh(Results);
        }

        private void AddDelSection(string idPostfix)
        {
            Assert.ArgumentNotNull(idPostfix, "idPostfix");
            var imageBuilder = new ImageBuilder
            {
                Src = "Applications/16x16/delete2.png",
                Width = 16,
                Height = 16,
                Style = "cursor: pointer"
            };
            var literal = new Literal
            {
                Text = imageBuilder.ToString()
            };
            var border1 = new Border();
            border1.ID = "DelSection" + idPostfix;
            border1.Click = "DelSection_Click";
            var border2 = border1;
            border2.Controls.Add(literal);
            ParentControl.Controls.Add(border2);
        }

        private void AddFieldCombobox(string idPostfix, string defValue)
        {
            Assert.ArgumentNotNull(idPostfix, "idPostfix");
            var editableCombobox1 = new EditableCombobox();
            editableCombobox1.ID = "Field" + idPostfix;
            editableCombobox1.SelectOnly = true;
            editableCombobox1.List = FieldList;
            var editableCombobox2 = editableCombobox1;
            if (!string.IsNullOrEmpty(defValue))
                foreach (var str in FieldList)
                    if (defValue.Equals(str, StringComparison.OrdinalIgnoreCase))
                    {
                        editableCombobox2.Value = str;
                        break;
                    }
            if (string.IsNullOrEmpty(editableCombobox2.Value))
                editableCombobox2.Value =
                    HttpUtility.HtmlEncode(FormatDefaultText(Translate.Text("select to add field")));
            ParentControl.Controls.Add(editableCombobox2);
        }

        private void AddPropertyCombobox(string idPostfix, string defValue)
        {
            Assert.ArgumentNotNull(idPostfix, "idPostfix");
            var editableCombobox1 = new EditableCombobox();
            editableCombobox1.ID = "Property" + idPostfix;
            editableCombobox1.SelectOnly = true;
            editableCombobox1.List = PropertyList;
            var editableCombobox2 = editableCombobox1;
            if (string.IsNullOrEmpty(defValue))
                editableCombobox2.Value = HttpUtility.HtmlEncode(FormatDefaultText(Translate.Text("select property")));
            else
                foreach (var str in PropertyList)
                    if (defValue.Equals(str, StringComparison.OrdinalIgnoreCase))
                    {
                        editableCombobox2.Value = str;
                        break;
                    }
            ParentControl.Controls.Add(editableCombobox2);
        }

        private string AddRow(string prevIdPostfix)
        {
            return AddRow(prevIdPostfix, string.Empty);
        }

        private string AddRow(string prevIdPostfix, string defProperty)
        {
            var uniqueId = Control.GetUniqueID(string.Empty);
            if (!string.IsNullOrEmpty(prevIdPostfix))
                AddDelSection(prevIdPostfix);
            AddFieldCombobox(uniqueId, defProperty);
            AddPropertyCombobox(uniqueId, defProperty);
            return uniqueId;
        }

        private string FormatDefaultText(string text)
        {
            Assert.ArgumentNotNull(text, "text");
            return "<" + text + ">";
        }

        private void InitializeUserNameField()
        {
            UserName.List = FieldList;
            UserName.Value = FormatDefaultText(Translate.Text("select field"));
        }

        private void StartJob(string name, string method, object helper, params object[] args)
        {
            Assert.ArgumentNotNull(name, "name");
            Assert.ArgumentNotNull(method, "method");
            Assert.ArgumentNotNull(helper, "helper");
            var job = JobManager.Start(new JobOptions(name, method, Context.Site.Name, helper, method, args)
            {
                EnableSecurity = false,
                AfterLife = TimeSpan.FromSeconds(3.0),
                WriteToLog = true
            });
            try
            {
                Context.ClientPage.ServerProperties["job"] = job.Handle.ToString();
            }
            catch (Exception ex)
            {
                Log.Error(ex.Message, ex, this);
            }
        }

        #endregion
    }
}

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using System;

using System.Collections.Generic;

using System.Web;

using Sitecore;

using Sitecore.Analytics;

using Sitecore.Analytics.Automation.MarketingAutomation;

using Sitecore.Analytics.Data;

using Sitecore.Analytics.DataAccess;

using Sitecore.Analytics.Model;

using Sitecore.Analytics.Model.Entities;

using Sitecore.Analytics.Tracking;

using Sitecore.Configuration;

using Sitecore.Data;

using Sitecore.Diagnostics;

using Sitecore.Globalization;

using Sitecore.IO;

using Sitecore.Jobs;

using Sitecore.Resources;

using Sitecore.Web.UI.HtmlControls;

using Sitecore.Web.UI.Sheer;

namespace TC.SitecoreEngagementPlanUI.Shell.Applications.MarketingAutomations.Dialogs

{

public class ImportVisitorsForm : Sitecore.Shell.Applications.MarketingAutomation.Dialogs.ImportVisitorsForm

{

protected EditableCombobox ContactEmail;

protected EditableCombobox ContactFirstName;

protected EditableCombobox ContactIdentifier;

protected EditableCombobox ContactLastName;

protected Radiobutton ImportContacts;

protected Radiobutton ImportUsers;

protected Literal LiteralBadUserName;

protected Literal LiteralBrokenStructure;

protected Literal LiteralUserExists;

protected Literal LiteralUsersImported;

protected ImportActionType ImportAction

{

get

{

if (ImportUsers.Checked)

return ImportActionType.ImportAsUser;

if (ImportContacts.Checked)

return ImportActionType.ImportAsContact;

return ImportActionType.Unknown;

}

protected override bool ActivePageChanging(string page, ref string newpage)

{

Assert.ArgumentNotNull(page, "page");

Assert.ArgumentNotNull(newpage, "newpage");

switch (page)

{

case "ChooseAction":

if (ImportAction == ImportActionType.Unknown)

{

SheerResponse.Alert("Please select one of the action available");

return false;

}

break;

case "SelectFile":

if (newpage.Equals("Fields") && !ReadFile())

return false;

if ((ImportAction == ImportActionType.ImportAsContact) && newpage.Equals("Fields"))

newpage = "ContactFields";

break;

case "Fields":

if (newpage.Equals("DomainAndRole") && !CheckFields())

return false;

break;

case "DomainAndRole":

if (newpage.Equals("ContactFields"))

{

if (!CheckDomainAndRole())

return false;

StartImport();

newpage = "Importing";

}

break;

case "ContactFields":

if (newpage.Equals("Importing"))

{

if (ImportAction == ImportActionType.ImportAsContact)

{

if (ContactIdentifier.Value.Equals(FormatDefaultText(Translate.Text("select field"))))

{

SheerResponse.Alert("Contact Identifier field must have a valid value");

return false;

}

StartImportingContacts();

}

else if (newpage.Equals("DomainAndRole"))

{

if (ImportAction == ImportActionType.ImportAsContact)

newpage = "SelectFile";

}

break;

case "Importing":

if (newpage.Equals("Finish"))

{

if (ImportAction == ImportActionType.ImportAsContact)

{

LiteralUserExists.Text = "Contact exists:";

LiteralBadUserName.Text = "Invalid contact:";

LiteralUsersImported.Text = "Contacts imported:";

LiteralBrokenStructure.Visible = false;

NumBroken.Visible = false;

}

if (ImportAction == ImportActionType.ImportAsUser)

{

LiteralUserExists.Text = "User exists:";

LiteralBadUserName.Text = "Invalid user name:";

LiteralUsersImported.Text = "Users Imported:";

LiteralBrokenStructure.Visible = true;

NumBroken.Visible = true;

}

break;

}

return base.ActivePageChanging(page, ref newpage);

}

public new void Next()

{

var index = Pages.IndexOf(Active) + 1;

if (index >= Pages.Count)

Active = Pages[Pages.Count - 1];

else

Active = Pages[index];

}

private void InitializeFields()

{

for (var index = ParentControl.Controls.Count - 1; index >= 0; --index)

{

var control = ParentControl.Controls[index];

if (!string.IsNullOrEmpty(control.ID) &&

(control.ID.StartsWith("Field") || control.ID.StartsWith("Property") ||

control.ID.StartsWith("DelSection")))

ParentControl.Controls.Remove(control);

}

InitializeUserNameField();

InitializeContactFields();

var prevIdPostfix = string.Empty;

foreach (var str in FieldList)

{

var f = str;

var defProperty = PropertyList.Find(p => string.Equals(f, p, StringComparison.OrdinalIgnoreCase));

if (!string.IsNullOrEmpty(defProperty))

prevIdPostfix = AddRow(prevIdPostfix, defProperty);

}

AddRow(prevIdPostfix);

SheerResponse.Refresh(FieldsSection);

}

private void InitializeContactFields()

{

ContactIdentifier.List = FieldList;

ContactIdentifier.Value = FormatDefaultText(Translate.Text("select field"));

ContactFirstName.List = FieldList;

ContactFirstName.Value = FormatDefaultText(Translate.Text("select field"));

ContactLastName.List = FieldList;

ContactLastName.Value = FormatDefaultText(Translate.Text("select field"));

ContactEmail.List = FieldList;

ContactEmail.Value = FormatDefaultText(Translate.Text("select field"));

}

protected void StartImportingContacts()

{

var importOptions = new ContactImportOptions

{

FileName = RealFilename,

PlanId = Tracker.DefinitionDatabase.GetItem(StateId).ParentID,

StateId = StateId,

ContactIdentifierField = ContactIdentifier.Value,

ContactFirstNameField = ContactFirstName.Value,

ContactLastNameField = ContactLastName.Value,

ContactEmailField = ContactEmail.Value

};

StartJob("Import Contacts", "DoImportContacts", this, importOptions);

CheckImport();

}

protected string DoImportContacts(ContactImportOptions options)

{

Assert.ArgumentNotNull(options, "options");

var contactManager = Factory.CreateObject("tracking/contactManager", true) as ContactManager;

var contactRepository = Factory.CreateObject("tracking/contactRepository", true) as ContactRepository;

var numOfImported = 0;

var numOfContactExists = 0;

var numOfBadContacts = 0;

var numOfContactsAddedToState = 0;

using (var csvFileReader = new CsvFileReader(options.FileName))

{

try

{

var columnNameFields = csvFileReader.ReadLine();

var contactIdentifierIndex =

columnNameFields.FindIndex(h => string.Equals(options.ContactIdentifierField, h));

if (contactIdentifierIndex < 0)

return string.Empty;

var contactFirstNameIndex =

columnNameFields.FindIndex(x => string.Equals(options.ContactFirstNameField, x));

var contactLastNameIndex =

columnNameFields.FindIndex(x => string.Equals(options.ContactLastNameField, x));

var contactEmailIndex = columnNameFields.FindIndex(x => string.Equals(options.ContactEmailField, x));

var valueFields = csvFileReader.ReadLine();

while (valueFields != null)

{

var contactIdentifier = valueFields[contactIdentifierIndex];

if (string.IsNullOrWhiteSpace(contactIdentifier))

{

numOfBadContacts++;

}

else

{

var leaseOwner = new LeaseOwner("AddContacts-" + Guid.NewGuid(),

LeaseOwnerType.OutOfRequestWorker);

LockAttemptResult<Contact> lockAttemptResult;

var contact = contactManager.LoadContactReadOnly(contactIdentifier);

if (contact != null)

{

numOfContactExists++;

lockAttemptResult = contactRepository.TryLoadContact(contact.ContactId, leaseOwner,

TimeSpan.FromSeconds(3));

if (lockAttemptResult.Status == LockAttemptStatus.Success)

{

contact = lockAttemptResult.Object;

contact.ContactSaveMode = ContactSaveMode.AlwaysSave;

}

else

{

Log.Error("Cannot lock contact! " + lockAttemptResult.Status, this);

}

else

{

contact = contactRepository.CreateContact(ID.NewID);

contact.Identifiers.Identifier = contactIdentifier;

contact.System.Value = 0;

contact.System.VisitCount = 0;

contact.ContactSaveMode = ContactSaveMode.AlwaysSave;

lockAttemptResult = new LockAttemptResult<Contact>(LockAttemptStatus.Success, contact,

leaseOwner);

}

UpdateContactPersonalInfo(contact, contactFirstNameIndex, valueFields, contactLastNameIndex);

UpdateContactEmailAddress(contactEmailIndex, contact, valueFields);

if ((lockAttemptResult.Status != LockAttemptStatus.AlreadyLocked) &&

(lockAttemptResult.Status != LockAttemptStatus.NotFound))

{

if (contact.AutomationStates().IsInEngagementPlan(options.PlanId))

{

contact.AutomationStates().MoveToEngagementState(options.PlanId, options.StateId);

Log.Info(

string.Format("Move contact: {0} to engagement plan stateId: {1}",

contact.ContactId, options.StateId), this);

}

else

{

contact.AutomationStates().EnrollInEngagementPlan(options.PlanId, options.StateId);

Log.Info(

string.Format("Enrolled contact: {0} to engagement plan stateId: {1}",

contact.ContactId, options.StateId), this);

}

contactRepository.SaveContact(contact, new ContactSaveOptions(true, leaseOwner, null));

numOfContactsAddedToState++;

}

else

{

Log.Error(

string.Format("Failed to enroll contact: {0} in engagement plan stateId: {1}",

contact.ContactId, options.StateId), this);

}

numOfImported++;

}

valueFields = csvFileReader.ReadLine();

}

catch (Exception ex)

{

Log.Error(ex.Message, ex, this);

}

Log.Info(

string.Format(

"Import Contacts Finished: Imported: {0}, Contact Exists: {1}, Bad Contact Data: {2}, Added to State: {3}",

numOfImported, numOfContactExists, numOfBadContacts, numOfContactsAddedToState), GetType());

return numOfImported + "|" + numOfContactExists + "|" + numOfBadContacts + "|" + "|" +

numOfContactsAddedToState + "|";

}

private void UpdateContactPersonalInfo(Contact contact, int contactFirstNameIndex, List<string> valueFields,

int contactLastNameIndex)

{

var contactPersonalInfoFacet = contact.GetFacet<IContactPersonalInfo>("Personal");

if (contactFirstNameIndex >= 0)

contactPersonalInfoFacet.FirstName = valueFields[contactFirstNameIndex];

if (contactLastNameIndex >= 0)

contactPersonalInfoFacet.Surname = valueFields[contactLastNameIndex];

}

private void UpdateContactEmailAddress(int contactEmailIndex, Contact contact, List<string> valueFields)

{

if (contactEmailIndex >= 0)

{

var contactEmailFacet = contact.GetFacet<IContactEmailAddresses>("Emails");

contactEmailFacet.Preferred = "Preferred";

if (contactEmailFacet.Entries.Contains("Preferred"))

{

var preferredEmailAddress = contactEmailFacet.Entries["Preferred"];

preferredEmailAddress.SmtpAddress = valueFields[contactEmailIndex];

}

else

{

var preferredEmailAddress = contactEmailFacet.Entries.Create("Preferred");

preferredEmailAddress.SmtpAddress = valueFields[contactEmailIndex];

}

protected class ContactImportOptions

{

public string FileName { get; set; }

public ID PlanId { get; set; }

public ID StateId { get; set; }

public string ContactIdentifierField { get; set; }

public string ContactFirstNameField { get; set; }

public string ContactLastNameField { get; set; }

public string ContactEmailField { get; set; }

}

protected enum ImportActionType

{

Unknown,

ImportAsUser,

ImportAsContact

}

#region Methods from base class

protected new bool ReadFile()

{

if (string.IsNullOrEmpty(RealFilename))

{

SheerResponse.Alert(Translate.Text("Select a file first."));

return false;

}

if (!FileUtil.FileExists(RealFilename))

{

SheerResponse.Alert(Translate.Text("'{0}' file does not exist.", (object) RealFilename));

return false;

}

if (!RealFilename.Equals(LastFile))

using (var csvFileReader = new CsvFileReader(RealFilename))

{

FieldList = csvFileReader.ReadLine();

LastFile = RealFilename;

InitializeFields();

}

return true;

}

protected new void CheckImport()

{

var str = Context.ClientPage.ServerProperties["job"] as string;

var job = !string.IsNullOrEmpty(str) ? JobManager.GetJob(Handle.Parse(str)) : null;

if (job == null)

Next();

else if (job.IsDone)

{

if (job.Status.Result != null)

UpdateForm(job.Status.Result.ToString());

Next();

}

else

SheerResponse.Timer("CheckImport", 300);

}

private void UpdateForm(string results)

{

if (string.IsNullOrEmpty(results))

return;

var strArray = results.Split('|');

if (strArray.Length < 5)

return;

NumImported.Text = strArray[0];

NumUserExists.Text = strArray[1];

NumBadUserName.Text = strArray[2];

NumBroken.Text = strArray[3];

NumAddedToState.Text = strArray[4];

SheerResponse.Refresh(Results);

}

private void AddDelSection(string idPostfix)

{

Assert.ArgumentNotNull(idPostfix, "idPostfix");

var imageBuilder = new ImageBuilder

{

Src = "Applications/16x16/delete2.png",

Width = 16,

Height = 16,

Style = "cursor: pointer"

};

var literal = new Literal

{

Text = imageBuilder.ToString()

};

var border1 = new Border();

border1.ID = "DelSection" + idPostfix;

border1.Click = "DelSection_Click";

var border2 = border1;

border2.Controls.Add(literal);

ParentControl.Controls.Add(border2);

}

private void AddFieldCombobox(string idPostfix, string defValue)

{

Assert.ArgumentNotNull(idPostfix, "idPostfix");

var editableCombobox1 = new EditableCombobox();

editableCombobox1.ID = "Field" + idPostfix;

editableCombobox1.SelectOnly = true;

editableCombobox1.List = FieldList;

var editableCombobox2 = editableCombobox1;

if (!string.IsNullOrEmpty(defValue))

foreach (var str in FieldList)

if (defValue.Equals(str, StringComparison.OrdinalIgnoreCase))

{

editableCombobox2.Value = str;

break;

}

if (string.IsNullOrEmpty(editableCombobox2.Value))

editableCombobox2.Value =

HttpUtility.HtmlEncode(FormatDefaultText(Translate.Text("select to add field")));

ParentControl.Controls.Add(editableCombobox2);

}

private void AddPropertyCombobox(string idPostfix, string defValue)

{

Assert.ArgumentNotNull(idPostfix, "idPostfix");

var editableCombobox1 = new EditableCombobox();

editableCombobox1.ID = "Property" + idPostfix;

editableCombobox1.SelectOnly = true;

editableCombobox1.List = PropertyList;

var editableCombobox2 = editableCombobox1;

if (string.IsNullOrEmpty(defValue))

editableCombobox2.Value = HttpUtility.HtmlEncode(FormatDefaultText(Translate.Text("select property")));

else

foreach (var str in PropertyList)

if (defValue.Equals(str, StringComparison.OrdinalIgnoreCase))

{

editableCombobox2.Value = str;

break;

}

ParentControl.Controls.Add(editableCombobox2);

}

private string AddRow(string prevIdPostfix)

{

return AddRow(prevIdPostfix, string.Empty);

}

private string AddRow(string prevIdPostfix, string defProperty)

{

var uniqueId = Control.GetUniqueID(string.Empty);

if (!string.IsNullOrEmpty(prevIdPostfix))

AddDelSection(prevIdPostfix);

AddFieldCombobox(uniqueId, defProperty);

AddPropertyCombobox(uniqueId, defProperty);

return uniqueId;

}

private string FormatDefaultText(string text)

{

Assert.ArgumentNotNull(text, "text");

return "<" + text + ">";

}

private void InitializeUserNameField()

{

UserName.List = FieldList;

UserName.Value = FormatDefaultText(Translate.Text("select field"));

}

private void StartJob(string name, string method, object helper, params object[] args)

{

Assert.ArgumentNotNull(name, "name");

Assert.ArgumentNotNull(method, "method");

Assert.ArgumentNotNull(helper, "helper");

var job = JobManager.Start(new JobOptions(name, method, Context.Site.Name, helper, method, args)

{

EnableSecurity = false,

AfterLife = TimeSpan.FromSeconds(3.0),

WriteToLog = true

});

try

{

Context.ClientPage.ServerProperties["job"] = job.Handle.ToString();

}

catch (Exception ex)

{

Log.Error(ex.Message, ex, this);

}

#endregion

}

The end result

Source Code is available in GitHub

Rey Rahadian

continuous improvement ftw

Extend Sitecore Engagement Plan UI to assign contacts to an engagement plan state

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