Episerver Marketo

Setting up Episerver forms with Marketo

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

Note:  An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.Marketo NuGet packages to use the Marketo 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 > Marketo. The Marketo configuration settings screen appears.
   —Image: Configuring the Marketo 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 Marketo connector, such as Marketo - Europe, Marketo - US, and Marketo - APAC. Click Add Connector to add another instance.

2. Enter the information associated with your Marketo account and click Save.
3. Create a form on a page.
4. Click All Properties on the form.
5. Open the Mappings tab.
6. Select the database to which you map the form fields from the MA System Database drop-down field. (Each database in the list can have a different set of fields.)
7. Click Publish.
8. On the form, select Edit from a form field's context menu.
9. Open the Extra field mappings tab. The database option that you selected earlier appears.
10. 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:
    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select Lead from the drop-down list to map the Marketo database field to the Email field on the form.
    —Image: Mapping a Marketo database field to a form field—

    

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

To test the mapping, go to your form on a published page, fill in and submit the form, then go to your DXH connector provider to verify that the user is added to the appropriate database (Marketo Leads).

Associating a lead to a campaign

To associate a lead to a campaign:

1. Add a Hidden Predefined value field to your form and use the campaign ID as the Predefined value.
   —Image—

   

2. Map the value to the Marketo-Campaign_Id on the Extra field mappings tab.
   —Image—

   

Retrieving contact data

When a visitor submits the form, the data is sent to the Marketo database. To see who submitted the form, go to Marketo> Lead Database > All Leads and select the contact list.

Personalizing the form using a block

You can personalize and target messages based on profile information collected through the Marketo integration. You can apply personalization to forms and blocks. Mailings are managed within Marketo.

—Video: Personalizing content with Episerver and Marketo—

Tip:  You can watch the following demonstration video, Personalizing content with Episerver and Marketo. (2:56 minutes) See also Visitor groups.

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 Swedish profiles visitor group. For more information about creating a visitor group and displaying information based on a visitor group, see Visitor groups.

—Image: personalize form—

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