Area: Optimizely Add-ons
Applies to versions: 2 and higher

Configuring the Forms Marketing Automation Integration connector

Recommended reading 

Note: Optimizely Forms is only supported by MVC-based websites and HTML5-compliant browsers.

The Optimizely Forms Marketing Automation Integration (MAI) connector lets you connect Optimizely Form fields to a Optimizely Digital Experience Hub (DXH) connector database. You can use only one DXH connector at a time.

The following Marketing Automation DXH connectors can be used together with Optimizely Forms: Eloqua, HubSpotPardotMarketoMicrosoft Dynamics CRMSalesforce, Salesforce Marketing Cloud (formerly ExactTarget), and Watson Marketing (formerly Silverpop).

You need a license for the specific connector you want to use.

The connectors are installed through NuGet packages, see Installing Optimizely. You must install the following NuGet packages in order:

  1. First, one of the DXH connectors.
  2. Then, the Forms MAI connector: EPiServer.Marketing.Automation.Forms.x.x.x.

Setting up the connectors

In the Optimizely User Guide, you find the following topics on setting up the connectors:

Do you find this information helpful? Please log in to provide feedback.

Last updated: Nov 02, 2016

Recommended reading