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.
An Episerver CMS installation with Episerver Forms, Episerver Campaign, and the required Marketing Automation connector components.
Note: See Breaking changes in version 2.0 for breaking changes introduced between version 1 and 2 of Episerver Connect for Campaign.
To connect Episerver CMS with Episerver Campaign, enter your authentication details - Username, Password and Mandator ID (provided with your Episerver Campaign setup) , in the CMS admin view under CMS > Admin > Config > Episerver Campaign.
Note: In Connect for Campaign version 1.x, the Episerver Campaign admin page could be reached by selecting Campaign in the global menu.
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.
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:
Information such as Session Token and Recipient Lists, 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.
When a website visitor submits a form, a tracking cookie is generated which can be used to identify the visitor.
Last updated: Jun 07, 2019