Episerver Connect for Campaign

Note:  Episerver Connect for Campaign is an add-on for the Episerver Digital Experience platform. It requires a separate installation, but no additional license. Contact your system administrator to find out more. See Episerver World for technical information.

Episerver Connect for Campaign is an add-on that connects Episerver CMS, Episerver Forms, and Episerver Campaign. With this add-on, you can collect visitor data and pass that on to Episerver Campaign. In Episerver Campaign, the data is added to a recipient list, which can be used to create campaigns across different channels such as web, email, and mobile text messages.

To start using Connect for Campaign, the following steps must be performed:

1. A developer must install the add-on, as well as Connect for Marketing Automation, Episerver Forms, and the Episerver Forms Marketing Automation connector. This is explained on Episerver World.
2. The system administrator must authenticate the Connect for Campaign connector with Episerver Campaign. This is explained on Episerver World.
3. Your website must be set up with Episerver forms. See Creating a form in this user guide.
4. You must map the form to a recipient list in Episerver Campaign. See Map forms to Episerver Campaign below. See also the Episerver Campaign User Guide to learn more about recipient lists.
5. You must map the form elements to specific fields in the recipient list. See Map form elements to recipient list fields below.

Map forms to recipient lists in Episerver Campaign

When you have a form on your website, you can map that to an Episerver Campaign recipient list:

1. Open your form in All properties view.
2. Select the tab Mappings:
   
3. From the Recipient List drop-down, select the Campaign recipient list that the form data should be sent to.
4. From the OptIn Process drop-down list, select the Opt-in method to be used. An opt-in method requires recipients to give a sender explicit permission to send them advertising mails, read more on this in the Episerver Campaign User Guide.
5. Publish your form. Continue to map form elements to the specific fields of the recipient list.

Map form elements to recipient list fields

When your form has been mapped to a specific Campaign recipient list, you need to map your form fields so that each piece of form data is associated with the correct recipient list field. Even if your form has a lot of fields, you only have to map the ones you want to collect data from.

Note:   The Email field in the recipient list in Episerver Campaign is a mandatory field, that means that one of your form fields must be mapped to this field.

1. If your recipient list has a field called First name and you want to map that to a First name form field, add a Text element to the form and name that First name:
   
2. Open the edit view of the First name form field, and select the Extra field mappings tab:
   
3. From the MA System Database - [name of the recipient list] drop-down list, select the name of the field in the recipient list you want to map to, that is First name
4. Publish the form field.

Your form and your form fields are now mapped to your Episerver Campaign recipient list. As soon as a visitor fills in the mapped form fields, the data is synced to the corresponding fields in the recipient list.

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