The Episerver Connect for Marketing Automation (MA) integration suite lets marketers automate activities such as web form interaction with Episerver Forms, and sending out emails based on visitor behavior, using popular MA products. There are a number of pre-built connectors available for integrating Episerver with common MA tools. This section describes how to install and configure components needed to set up an MA integration.
Getting started
Requirements
You need an account and live connection for the desired MA product (see list below), and an Episerver CMS site with Episerver Forms installed.
Installation
The MA components are installed through NuGet packages and Visual Studio.
Install the following for the MA integration:
- The Forms connector (EPiServer.Marketing.Automation.Forms) to get the integration between Episerver Forms and the MA connector. See Configuring MAI connector.
- The MA connector to connect with the desired marketing automation product (see list below).
See Platform integration compatibility for the specific NuGet packages to install and supported Episerver versions.
web.config
From EPiServer.ConnectForMarketingAutomation 5.5.1 onwards, configure the following section web.config.
<configSections>
...
<section name="episerver.dataStore"
type="EPiServer.Data.Configuration.EPiServerDataStoreSection, EPiServer.Framework.AspNet"/>
</configSections>
<episerver.dataStore>
<dataStore autoRemapStores="true">
</dataStore>
</episerver.dataStore>
Connectors
Select the MA product to continue with the installation and configuration.
- Connect for Campaign
- Connect for Delivra
- Connect for Eloqua
- Connect for HubSpot
- Connect for Marketo
- Connect for Microsoft Dynamics CRM
- Connect for Pardot
- Connect for Salesforce
- Connect for Salesforce Marketing Cloud (ExactTarget)
- Connect for Watson Marketing (Silverpop)
Digital Experience Hub (DXH)
The Episerver Digital Experience Hub (DXH) is part of the the Episerver Customer-Centric Digital Experience Platform (DXP), and provides a set of the pre-built MA connectors. See Digital Experience Hub.
Custom connectors
See the Custom connector developer guide for examples how to build connectors implementing necessary components for integration with the Episerver DXH marketing connector framework.This integration requires installation of the Episerver.ConnectForMarketingAutomation package.
Cookie usage
The cookie described below is used with these Episerver Marketing Automation connectors:
- Episerver.MarketingAutomationIntegration.Eloqua
- Episerver.MarketingAutomationIntegration.ExactTarget
- Episerver.MarketingAutomationIntegration.Hubspot
- Episerver.MarketingAutomationIntegration.Marketo
- Episerver.MarketingAutomationIntegration.MSDynamics
- Episerver.MarketingAutomationIntegration.Pardot
- Episerver.MarketingAutomationIntegration.Salesforce
- Episerver.MarketingAutomationIntegration.Silverpop
Cookie Name | Purpose |
---|---|
mai_trk_{connectorId}_{instanceID} | Functionality-related. Identifies current visitor for form auto-fill purposes. Connector-related personalization is through visitor groups. Persistent (1 year from creation). |
See Cookies for more information about cookies used in other parts of the Episerver platform.
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Last updated: Apr 02, 2020