Episerver Silverpop
Episerver is an 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. for the Episerver Digital Experience platform. It requires a specific installation and license. Contact your system administrator to find out more. See Episerver World for technical information.
The Silverpop® add-on automatically exports form data from your website to your Silverpop account database by mapping Episerver form fields to Silverpop database fields. For information about other database connector add-ons, see Marketing Automation.
You can personalize and target messages based on profile information collected through the Silverpop integration. You can apply personalization to forms, blocks, dynamic content and mailings.
Setting up Episerver forms with Silverpop
The Forms Marketing Automation Integration (MAI) connector lets you connect Episerver form fields to a Silverpop database. See also: Marketing Automation.
An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.Silverpop NuGet packages to use the Silverpop connector.
- 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 select Admin > Config > Tool Settings > Silverpop. The Siverpop settings screen appears.
- Enter the information associated with your Silverpop account and click Save.
- Create a form on a page.
- Click All Properties on the form.
- Open the Mappings tab.
- Select the database to which you map the form fields from the MA System Database drop-down field.
- Click Publish.
- On the form, select Edit from a form field's context menu.
- Open the Extra field mappings tab. The database option that you selected earlier appears.
- Enable the database option and open the associated drop-down to see the fields it has available. For example, if your form has a Text field that was configured to capture an email address:
- Edit the email text field.
- Select the Extra field mappings tab.
- Select EMAIL from the drop-down list to map the Silverpop database field to the Email field on the form.
- Repeat steps 8 through 10 for as many fields that you want to map.
- Click Publish.
To test the mapping, go to your form on a published page, fill in and submit the form, then go to your Silverpop provider to verify that the user is added to the appropriate database (Silverpop Contacts).
Creating a mailing
The Silverpop add-on lets you create or edit an email template within Episerver. Any changes to this template will automatically be replicated to the associated template in Silverpop.
Once you publish it, the email template will be saved into Silverpop. You can adapt your email communication based on the user’s behavioral data to certain score, such as website sections browsed, links selected, and so on.
To create a mail template in Episerver, make sure that it is enabled under a certain content type through a setting in admin view, for example, under the start page. See the Episerver CMS Administrator User Guide.
Make sure that the domain in the From Address is valid, in other words, that it matches the one set up by your Silverpop on-boarding team.
Create a mailing in Episerver as follows:
- Create a page.
- Click [Silverpop] Mail Template.
- Enter the required properties, such as name of the newsletter, database used, subject and the address sent from, and click Create.
- Add content such as text and media. The template supports both content in HTML and text, and you should add content to both, in case the recipients have disabled emails in HTML format.
- Select the CRM enabled property to enable this template to be shared with the CRM integration.
- Publish the mail template.
- Log in to Silverpop > Home > Content > View Mailings to see the mail template created.
- Select the mail template, add content and submit the mailing. Silverpop will then start tracking of the recipients demographic and behavioral data.
Personalization using a block
Personalize the block as described in Visitor groups. Connect the block to any of the existing visitor groups in edit view.
If it is a form block, add the form you have created and connected to Silverpop.
In this example, associated content appears on a page when the visitor match the Swedish profiles criteria.
Creating a visitor group for a Silverpop form
The add-on integrates Silverpop web tracking to Episerver’s personalization engine by identifying a visitor via the iMAWebCookie cookie.
You can use the following sets of Episerver Connect for Marketing Automation visitor group criteria to personalize your website content in Episerver CMS:
- Profile. Identifies a visitor against metadata stored in Silverpop.
- Program. Identifies a visitor based on enrollment in a specific Silverpop program.
- Scoring Model. Identifies a visitor based on scores against specific Silverpop scoring models.
- Scoring Model Rank. Identifies a visitor based on a rank in specific Silverpop scoring models.
- Scoring Behavior. Identifies a visitor based on the number of shares on social media—the more active the sharer, the higher the score. This also may include likes and adds.
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.
To create a visitor group, you can combine criteria, such as a geographic location and the scoring model criteria in Silverpop. See also: Visitor groups.
Defining visitor groups for Silverpop forms
- Create a form block and a form.
- Save the form to a folder in the Silverpop (Marketing) database.
- Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
- 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 Silverpop database.
- Create a program in Silverpop > Home > Automation > Programs > Create.
- Activate the program you created.
- In Episerver CMS > Visitor Groups, create a visitor group using the Program criteria.
- Select ActiveProgramOnly to include all active programs, or the name of a particular program.
- Create a scoring model in Silverpop > Home > Scoring > Scoring Model > Create. After creating the scoring model, new fields are added into Marketing Database with name Scoring001_Rank, Scoring001_Score and Scoring001_Behavior.
- In Episerver CMS > Visitor Groups, create a visitor group using the Scoring Model criteria.
- Create a form block and a form.
- Save the form to a folder in the Silverpop (Marketing) database.
- Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
When a contact has entered a specific form field, Silverpop adds a value to its database, (determined by the scoring model you set up, such as Scoring001_Score= 10).
You can combine the Profile and Scoring Model criteria to select, such as visitors from Sweden with a total score over 10.
In the Silverpop user interface, you can define how to calculate ranking in a score model.
- Select which model to use in the criteria. A contact matching this value makes Episerver CMS display the appropriate content you define.
- Create a scoring model with ranking in Silverpop > Home > Scoring > Scoring Model > Create.
- In Episerver CMS > Visitor Groups, create a visitor group using the Scoring Model criteria.
The value in the Rank field must correspond to the Ranking of Silverpop.
In the Silverpop user interface, you can define how to calculate behavioral score of visitors that share your content. Select which model to use in the criteria. A contact matching this value makes Episerver CMS display the appropriate content you define.
The behavior score is not calculated in real time. It could take several hours to calculate the score after a visitor has submitted a form, and for the form’s data go through the scoring model, and for the score to be evaluated in the data sheet.
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Episerver User Guide 18-4 | Released: 2018-07-09 | © Episerver 2018 | Send feedback to us