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.
To use Connect for Campaign, apart from Episerver CMS and Episerver Campaign, you also need to install the following add-ons:
See Platform integration compatibility for supported versions of Episerver CMS.
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.
(* 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
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 Settings > Marketing Connectors > Global Settings > Enable Auto-fill on forms:
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.
Storing tracking cookie
When a website visitor submits a form, a tracking cookie is generated which can be used to identify the visitor.
- Blog post: Configuring the Episerver Campaign connector through code by David Knipe