Last updated: Feb 14 2019

Configuring Episerver Connect for Campaign

Episerver Connect for Campaign is an add-on that connects Episerver CMS, Episerver Forms, and Episerver Campaign. With this add-on, you can collect visitor data and pass that on to Episerver Campaign.

Requirements

To use Connect for Campaign, apart from Episerver CMS and Episerver Campaign, you also need to install the following add-ons:

Supported versions

See Platform integration compatibility for supported versions of Episerver CMS.

Installation

Installed via Visual Studio and the NuGet package EPiServer.ConnectForCampaign.

Authenticating Connect for Campaign

To connect to Episerver Campaign, enter your authentication details (username, password and Mandator ID*) in the CMS admin view under CMS > Admin > Config tab > Episerver Campaign.

Connect for Campaign.png

(* The Mandator ID is provided with your Episerver Campaign installation.) 

Connecting Episerver Forms with Episerver Campaign

When the add-on is installed, you need to connect form fields with Episerver Campaign so that data from the specified fields can be sent to Campaign. This is described in the Episerver Platform User Guide.

Configuring Connect for Campaign

Autofill

When a website visitor submits a form, a tracking cookie is generated which can be used to identify the visitor. If the visitor opens the form again in the same web browser (assuming it still has the cookie and it is valid), the system automatically gets the visitor's data based on the cookie and fill in the data in the form.

This autofill feature can be  enabled and disabled in the CMS admin view, under Config > Tool SettingsMarketing Connectors > Global Settings > Enable Auto-fill on forms:

enable autofill on forms.png

Clearing the cache

Information such as Session Token, Recipient Lists, and so on, is stored in the cache to improve performance.

To clear the cache, in CMS admin view, go to Config tab > Episerver Campaign and click Clear cache.
ClearCache.png

Storing tracking cookie

When a website visitor submits a form, a tracking cookie is generated which can be used to identify the visitor.

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