Episerver ExactTarget

Setting up Episerver forms with ExactTarget

The Forms Marketing Automation Integration (MAIMarketing Automation Integration) connector lets you connect Episerver form fields to a ExactTarget database. See also: Marketing Automation.

Note:  An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.ExactTarget NuGet packages to use the ExactTarget connector.

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 select Admin > Config > Tool Settings > ExactTarget. The ExactTarget configuration settings screen appears.
   —Image: Configuring the ExactTarget connector—

   

   Note:  You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one ExactTarget connector, such as ExactTarget - Europe, ExactTarget - US, and ExactTarget - APAC. Click Add Connector to add another instance.

2. Enter the username, password, and instance associated with your ExactTarget account and click Save.
3. After you save the credentials, a Data Extensions Folder field appears when you can select the folder from which to fetch data extensions.
4. Create a form on a page.
5. Click All Properties on the form.
6. Open the Mappings tab.
7. Select the database to which you map the form fields from the MA System Database drop-down field. You can choose Subscriber or a DataExtension (DE).

   Note:  Options below Subscriber are ExactTarget data extensions. See also:Creating a New Data Extension. When you create new Data Extension in the Exact Target Portal, you must specify an External Key for use with Episerver, even though the field is optional for ExactTarget. The External Key is used by the API to identify a Data Extension.
   

   —Image: Specifying the External Key when you create a new data extension—

   

   —Image: Subscriber database—

   Note:  When a form is mapped to a list, upon submission, the subscriber is added to the specified list and also to the all subscribers list.

   

   —Image: DataExtension database—

   Note:  ExactTarget data extensions do not support Episerver auto-fill. (ExactTarget Subscriber does.)

   

8. Click Publish.
9. On the form, select Edit from a form field's context menu.
10. Open the Extra field mappings tab. The database option that you selected earlier appears.
11. Enable the database option and open the drop-down next to a database to see the fields it has available.
    —Image: Mapping an ExactTarget DataExtension database field to a form field—

    For example, if your form has a Text field that was configured to capture an email address:

    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select email from the drop-down list to map the Marketo database field to the Email field on the form.

    

    —Image: Mapping an ExactTarget Subscriber database field to a form field—

    For example, if your form has a Text field that was configured to capture an email address:

    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select Email Address from the drop-down list to map the Marketo database field to the Email field on the form.

    

12. Repeat steps 8 through 10 for as many fields that you want to map.
13. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, then go to your ExactTarget provider to verify that the user is added to the ExactTarget database.

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 Visitor groups.

Note:  ExactTarget Data Extensions do not support Episerver personalizing features. (ExactTarget Subscribers do.)

—Images: personalize form—

To create a visitor group for an ExactTarget form, see Create a visitor group for an MAI connector form.

Note:  ExactTarget Data Extensions do not support Episerver visitor group features. (ExactTarget Subscribers do.)