Episerver imageMapping forms to ExactTarget

Episerver ExactTarget is an add-on and requires a separate installation together with Episerver Connect for Marketing Automation, as it is not included by default in an Episerver installation. The ExactTarget add-on requires a separate license, and you can use only one marketing automation product at a time. See Episerver World for installation and configuration details.

The ExactTarget® add-onA plug-in or module, developed by Episerver or its partners, to extend the capabilities of Episerver. Add-ons are available from the Episerver Add-on Store inside Episerver. automatically exports form data from your website to your ExactTarget account database by mapping Episerver form fields to ExactTarget database fields. For information about other database connector add-ons, see Episerver Connect for Marketing Automation.

You can map form fields to ExactTarget using legacy forms or block-based forms. To map block-based form fields to ExactTarget database fields, see Setting up the Forms MAI connector to a DXH connector database.

The following procedure maps legacy form fields to ExactTarget database fields.

  1. In your ExactTarget account, on your user profile's Account tab, ensure that the API user box is checked.
  2. Log into the Episerver site and establish a connection with ExactTarget.
    1. Open the global menuA group of options that appears in the uppermost part of the user interface when logged in. The global menu displays products and systems integrated with your website. It also displays links to the user guide and user settings, and to a global search. See the User interface topic for further information. and click ExactTarget. The ExactTarget configuration settings screen appears.
    2. Enter a user name, password, and instance associated with your ExactTarget account.
    3. Click Save.
  3. Select CMS > Edit to access pages on your website. You can create a new form to a block or a page (depending on your configuration). The following instructions describe creating a form in a new block.
  4. On a page, create a form in Episerver and connect to ExactTarget with the following instructions. See Using the built-in forms functionality (Legacy).
  5. Click Browse next to the form field. The Select Form screen appears.
  6. Click Subscriber from the Folder field at the top of the dialog box. The dialog box contents change.
  7. Click Create to start a new form. The Edit form screen appears.
    • Name of form. Give the form a name.
    • Form folder. Engage DB: [0] Subscriber is the only value available to ExactTarget.
    • Page shown after the form has been sent. Choose an existing page to display when a visitor submits the form.
    • Form can be sent without logging in. Enable to let the visitor submit the form without having login credentials.
    • Same person can send the form several times. Enable this to permit multiple form submissions.
  8. Select Table Layout > Add Row for as many fields as you want to display on the form.
  9. From the Form Fields tab, select a row and select the type of field that you want. The Properties pane appears. The following image shows a Text box selected to create a field for an email address.
    1. The Name field in the Properties pane lists the ExactTarget database fields to which you map the field on your form. For example, email to Email Address, First Name to Firstname, Last Name to Lastname, and so on.

      You must have one field mapped to the ExactTarget email database field; other fields are optional. You can map one Episerver form field to only one ExactTarget field. For example, you cannot map both Episerver email1 and email2 fields to the ExactTarget email database field.

    2. If a field requires validation, select the validation type from the Validate as field. For example, you can ensure that a Date of Birth is entered only as MM/DD/YYYY.
    3. Repeat this step for each field on the form. Be sure to add a Submit button so the contact information gets sent to the ExactTarget database.
  10. Click Save and Close. The new form appears in the Select Form screen.
  11. Select the form and click Use to add the form to a page or a block.

Retrieving contact data

When a visitor submits the form, the data is sent to ExactTarget. To see who submitted the form, go to ExactTarget > Email > Email to open the subscribers screen, and choose Subscribers > All Subscribers.

Personalizing the form using a block

You can personalize a form to show only to a selected group of people. The following image shows personalizing a form to show only for people in the US Web Designers visitor group. For more information about creating a visitor group and displaying information based on a visitor group, see Personalizing content and Visitor groups.

Creating a visitor group for an ExactTarget form

The ExactTarget add-on integrates ExactTarget web tracking to Episerver’s personalization engine by identifying a visitor via the _etmai_trk cookie.

The following sets of visitor group criteria let you personalize your website content in Episerver CMS:

  • Profile. Identifies a visitor against metadata stored in ExactTarget.
  • Scoring Model. Identifies a visitor based on scores against specific ExactTarget scoring models.

To create a visitor group, you can combine criteria, such as a geographic location and the scoring model criteria in ExactTarget. See Visitor groups for information about creating visitor groups.

When you set up criteria in a visitor group, the fields do not automatically populate with values. You must supply these yourself. Ensure that a field you create matches the type of field from the connector provider. For example, the ExactTarget Marital Status field has Single or Married values, so if you use Marital Status in visitor criteria you must specify either Single or Married (and not anything else).

Defining visitor groups for ExactTarget forms

  1. Create a form block and a form.
  2. Save the form to a folder in the ExactTarget database.
  3. Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
  4. In Episerver CMS > Visitor Groups, create a visitor group using the Profile criteria. In this example, the desired visitors for the campaign or program have a profile containing Sweden in the Country column. A contact with this value is added to the ExactTarget database.

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Episerver User Guide 17-2 | Released: 2017-03-13 | © Episerver 2017 | Send feedback to us