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Area: Episerver Add-ons, Episerver Campaign
Applies to versions: ConnectForCampaign 1 and higher

Episerver Connect for Campaign

The Episerver Connect for Campaign add-on is part of Episerver Connect for Marketing Automation. The add-on connects Episerver CMS, Episerver Forms, and Episerver Campaign. With this add-on, marketers can collect visitor data and pass that on to Episerver Campaign, for usage in campaign mailings.

Prerequisites

An Episerver CMS installation with Episerver Forms, Episerver Campaign, and the required Marketing Automation connector components.

Installation

The Connect for Campaign MA connector is installed through the NuGet package EPiServer.ConnectForCampaign. See Platform integration compatibility for supported Episerver versions.

Breaking changes

See:

Configuration

Authenticating Connect for Campaign

Prerequisites

  • The user being used for the connector must have API privileges. If your user does not have API access privileges, you will need to submit a support ticket to create a user specifically for API access. Include the name of the client for whom you want the user created, and which API access is needed. In the case of the Connector, request SOAP API access. For security purposes, the user being granted access cannot be the same as a user that has general access rights to the client.
  • To find the Mandator ID (Client ID), access your Campaign client at the location below:

    Ma-connector-Mandator-ID.png

To connect Episerver CMS with Episerver Campaign, enter your authentication details  - Username, Password, Mandator ID (provided with your Episerver Campaign setup) and a unique Connector Name, in the CMS admin view under CMS > Admin > Config > Episerver Campaign.

Connect for Campaign.png

Note: You can have multiple instances of the Campaign connector. Click Add Connector to add another instance.

Connecting Episerver Forms with Episerver Campaign

When the Episerver Forms add-on is installed on the Episerver CMS website, 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 User Guide.

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 fills 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 and Recipient Lists, is stored in the cache to improve performance.

To clear the cache, go to the Config tab > Episerver Campaign in the CMS admin view and click Clear cache. You can also set the Cache timeout value and click Save.

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.

Related topics

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Last updated: Jun 07, 2019