Optimizely MA Connector Developer Guide

Getting started

Requirements

You need an account and live connection for the desired MA product (see list below), and an Optimizely CMS site with Optimizely 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 Optimizely 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 Optimizely 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 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 Optimizely Digital Experience Hub (DXH) is part of the the Optimizely 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 Optimizely DXH marketing connector framework.This integration requires installation of the EPiServer.ConnectForMarketingAutomation package.

Cookie usage in connectors

The cookie described below is used with these Optimizely Marketing Automation connectors. (Links go to the NuGet packages for each connector.)

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 Optimizely platform.