Area: Optimizely Commerce, Optimizely Campaign
Applies to versions: Commerce 12.9.0 and up

Commerce-Campaign integration

Recommended reading 

This topic explains the product catalog export from Optimizely Commerce into Optimizely Campaign, to gain access to product information to be included in Campaign mailings. The integration is included in the Optimizely.Campaign.Commerce NuGet package. See installing Optimizely.

The integration periodically transfers the latest product data from Commerce to Campaign in a CSV format (see Use CSV). To carry out this transfer, the integration includes a scheduled job, Export Product Data To Campaign. At regular intervals, the job collects Commerce product data and exports it to a CSV file in a specified format. The file is automatically transferred to a specific folder on an Optimizely server. From there, it is imported into Campaign.

Integration details


A key pair, as explained in FTP access via SCP (Windows). That article includes the step "Transmit keys to Optimizely," where you send the public key and the private key (also known as a fingerprint) to Optimizely. Then, Optimizely grants access to the system for that key. When setting up the Commerce-Campaign integration, you convert the private key to a SSH key format and save it as a ".key" file. At that point, you use the key to authenticate the file transfer (as explained in episerver:campaign.SSHFilePath).

Note: Contact customer support to get the file name, Campaign client ID, FTP information including root folder directory path, and the path and passphrase to the SSH key file. Ensure that the FTP folder is properly set up prior to the first export.

Transfer file information

  • Product ID
  • Product name
  • Product category, a string showing the category hierarchy delimited by hash tags (#). For example, Fashion#Mens#Mens Shoes.

Note: If a catalog's category exceeds 10 levels, only the first 10 appear in the transfer file.

  • Text fields
  • Image fields
  • Link fields
  • Additional data fields

The transfer file elements are delimited by semicolons (;). If you want to open the file in Excel, choose semicolons at the Delimiter field.

Configuration settings

To enable this transfer, add the following settings into the <appSettings> element of your Commerce web.config file.

episerver:campaign.CatalogNames  The list of Commerce catalogs to export, separated by semicolon (;). To export all catalogs, leave the list empty.
The exported product file name. Must match the filename and filename extension configured in the Campaign site.
For example:
<add key="episerver:campaign.ExportProductFileName" value="OptimizelyFoundationDemoCatalog.csv" />
episerver:campaign.CampaignClientId  The Campaign client ID. Provided by Campaign.
episerver:campaign.FTPHostName  The FTP host name. Provided by Campaign.
episerver:campaign.FTPPort  The FTP port. Provided by Campaign. The default value is 22.
episerver:campaign.FTPUserName  The FTP user name. Provided by Campaign.
episerver:campaign.SSHFilePath  The path to the SSH key file from website root. This file is used to transfer the exported file to Optimizely server in SFTP.
For example:
<add key="episerver:campaign.SSHFilePath" value="/campaign_ssh.key" />

<add key="episerver:campaign.SSHFilePath" value="/App_Data/campaign_ssh.key" />

episerver:campaign.SSHPassphrase  The passphrase of the SSH key file. This value is optional. Leave it empty if you do not configure a passphrase for the SSH key.
episerver:campaign.MarketId  The ID of the market whose product data you want to get.
For example: "US" or "SWE".

Note: If the FTP credentials are incorrect, the transfer file is generated in Commerce site but it cannot be transferred to Campaign server. The scheduled job fails.

The product data model

The ProductDataModel class (listed in the table below) contains the data being transferred to Campaign. Each instance of this class refers to a product item in the CSV template. For a more detailed description of product data, see Use CSV.

Item Description
Id The product ID. A unique value for internal use within Campaign.

The product's display name.

Category The product category. For internal use within Campaign to organize products.
Text[1-10] Custom text fields.
Link[1-3] Product links, including link text and link URL.
Image[1-6] Product images, including the image and navigation link.
AdditionalData[1-20] Additional product data fields.

Customizing data

You can modify the way that product entries are collected for export, and customize the content of each product.
First, a market is selected (using the configured marketid in Configuration Settings). Next, catalogs are selected based on the market's default language, and products within those catalogs are collected. Since products are exported for marketing purposes, only products with a price are processed.

By default, all entries under the selected catalogs are collected. To modify the list of collected products, implement IProductLoader.GetEntries()

For each product entry, a data line item is created. The basic fields in that line item are product id, name and category. Other fields are optional. To customize that data, implement IProductFieldsHandler and override the corresponding methods.

  • PopulateCategoryFields(). Populates the category path of the product, separated by the hash symbol (#). The Campaign system can process a maximum of 10 category levels.
  • PopulateTextFields(). Populates the text values. Optimizely provides these default Text field values:
    • Text 1: product category
    • Text 2: product code
    • Text 3: product URL
    • Text 4: product unit price
    • Text 5: product discounted price
  • PopulateImageFields(). Populates image text and image link.
  • PopulateLinkFields(). Populates links.
  • PopulateAdditionalDataFields(). Populates additional data text.
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Last updated: Oct 22, 2019

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