The Optimizely Connect for Campaign add-on is part of Optimizely Connect for Marketing Automation. The add-on connects Optimizely CMS, Optimizely Forms, and Optimizely Campaign. With this add-on, marketers can collect visitor data and pass that on to Optimizely Campaign, for usage in campaign mailings.
An Optimizely CMS installation with Optimizely Forms, Optimizely Campaign, and the required Marketing Automation connector components.
Authenticating Connect for Campaign
- The user being used for the connector must have API privileges. If your user does not have API access privileges, you will need to submit a support ticket to create a user specifically for API access. Include the name of the client for whom you want the user created, and which API access is needed. In the case of the Connector, request SOAP API access. For security purposes, the user being granted access cannot be the same as a user that has general access rights to the client.
- To find the Mandator ID (Client ID), access your Campaign client at the location below:
To connect Optimizely CMS with Optimizely Campaign, enter your authentication details - Username, Password, Mandator ID (provided with your Optimizely Campaign setup) and a unique Connector Name, in the CMS admin view under CMS > Admin > Config > Optimizely Campaign.
Note: You can have multiple instances of the Campaign connector. Click Add Connector to add another instance.
Connecting Optimizely Forms with Optimizely Campaign
When the Optimizely Forms add-on is installed on the Optimizely CMS website, you need to connect form fields with Optimizely Campaign, so that data from the specified fields can be sent to Campaign. This is described in the Optimizely User Guide.
When a website visitor submits a form, a tracking cookie is generated which can be used to identify the visitor. If the visitor opens the form again in the same web browser (assuming it still has the cookie and it is valid), the system automatically gets the visitor's data based on the cookie and fills in the data in the form.
This autofill feature can be enabled and disabled in the CMS admin view, under Config > Tool Settings > Marketing Connectors > Global Settings > Enable Auto-fill on forms:
Clearing the cache
Information, such as Session Token and Recipient Lists, is stored in the cache to improve performance.
To clear the cache, go to the Config tab > Optimizely Campaign in the CMS admin view and click Clear cache. You can also set the Cache timeout value and click Save.
Storing tracking cookie
When a website visitor submits a form, a tracking cookie is generated which can be used to identify the visitor.
- Optimizely User Guide - Connect for Campaign
- Blog post: Configuring the Episerver (Optimizely) Campaign connector through code by David Knipe
Last updated: Jun 07, 2019