After quite some time I finally got the chance to play around with the Marketing stuff. I found plenty of examples how to create a custom condition and custom action for the rules, but what I couldn’t find is how to show those items in the Rule Editor if the items are outside of the standard Sitecore elements.

Since I am a newbie in this there might be somewhere a document how to do it but Google wasn’t my friend this time (@akshaysura13 took it away). You may want to place the action under one of the standard Sitecore Element folders, but sometimes you might need to separate out your own items in a different folder.

So, lets Feed the Puss!

I want to create an action which says

Donate money to the hungry cat: value (true/false)

which is being used on Goals and Personalization.

Create element folder and action

Navigate to /sitecore/system/Settings/Rules/Definitions/Elements and create Element Folder
Create an Action based on Action template

The example Action looks like this

Now, we need to associate the Tag with it.

Go to /sitecore/system/Settings/Rules/Definitions/Tags and create a tag. This one is called Feed Puss

Now, go back to your Elements folder, select Tags->Default

Expand Taxonomy on the right side and add tag that you have just created.

Time to create a Goal

Go to /sitecore/system/Marketing Control Panel/Goals and create a Goal

In this example, Goal is called Donate money. Click on the Goal you created and on the right side click Edit Rule.

Our custom Action that we created is not present.

To enable it, for Goals, you need to link your tag with the Page Events /sitecore/system/Settings/Rules/Page Events

Select Default tag and on the right side, under Taxonomy, add Feed Puss tag and save the item.

Now go back to the Rule Editor on your Goal item.

You will now see the action you have created on the right side.

For Personalization, you need to add your tag to Conditional Renderings default tag

/sitecore/system/Settings/Rules/Conditional Renderings/Tags/Default

Example of the personalization item

And that’s it.

Congratulations, you have given the possibility to a fat cat to be even fatter! Puss thanks you. Happy Sitecoring!