Setting up Silverpop for Episerver

The Silverpop® add-onA plug-in or module, developed by Episerver or its partners, to extend the capabilities of Episerver. Add-ons are available from the Episerver Add-on Store inside Episerver. automatically exports form data from your website to your Silverpop account database by mapping Episerver form fields to Silverpop database fields. For information about other Episerver add-ons, see Episerver Connect for Marketing Automation.

You need a separate license to install Episerver Connect for Marketing Automation with Silverpop into the Episerver user interface or into your Visual Studio environment. Also, you can use only one marketing automation product at a time. See Episerver World for details about installation and configuration.

You can personalize and target messages based on profile information collected through the Silverpop integration. You can apply personalization to forms, blocks, dynamic content and mailings.

Connecting a form to Silverpop

Ensure that the Episerver website is connected to Silverpop.

  1. In Folder:/Engage DB, select a database of Silverpop. For example, select Marketing Database with support for anonymous visitors.
  2. Create the form in Episerver, and name it (Campaign, for example). Optionally, select Form can be sent without logging in and Same person can send the form several times. (You can create the form either in a page type or a block type containing the form property.)
  3. Add the form fields, such as a text box and map them to each Silverpop field. In the following image, the color option check boxes are mapped to the “Favorite Color” field in Silverpop.
  4. Add the Submit button and then select which of the following ways you want to store contact lists of visitors who submit the form:
    • Automatic. Automatically generates a new contact list in Silverpop’s database. The name of the contact list is based on the form name.
    • None. Adds new contacts in the database but not in any contact list.
    • [Selected contact list]. Adds a new contact list in the selected contact list.
  5. Drag the form block to the page used in your campaign or program, and publish it at the appropriate time.
  6. Go to Silverpop > Home > Data > View Data > Marketing Database (Supports Anonymous) > Contact Lists tab. If you have selected “automatic” sending of the form earlier, you will see the “Campaign” contact list added in the database. Select the contact list to see all contacts of visitors who have submitted the form.

    A contact can be a recipient in several Silverpop databases.

Personalization using a block

Personalize the block as described in Personalizing content. Connect the block to any of the existing visitor groups in edit view.

If it is a form block, add the form you have created and connected to Silverpop.

In this example, associated content is displayed on a page when the visitor match the “Swedish profiles” criteria.

Personalization using dynamic content

  1. Create or edit a page in Episerver CMS.
  2. Add a piece of existing Adding dynamic content in the rich-text editor area of the page.
  3. Select to edit the dynamic content. In Type, select Personalized Content.
  4. Select a form. In Folder:/Engage DB, select a Silverpop database; for example, Marketing Database with support for anonymous visitors.
  5. Drag a field into Drop fields here area, for example, Country.
  6. Click Environmental Variables to insert a new line.
  7. Click OK to insert the dynamic content to the rich-text editor.
  8. Save your changes.

Creating a mailing

The Silverpop add-on lets you create or edit an email template within Episerver. Any changes to this template will automatically be replicated to the associated template in Silverpop.

Once you publish it, the email template will be saved into Silverpop. You can adapt your email communication based on the user’s behavioral data to certain score, such as website sections browsed, links selected, and so on.

To be able to create a mail template in Episerver, make sure that it is enabled under a certain content type through a setting in admin view, for example, under the start page. See the Episerver CMS Administrator User Guide.

Make sure that the domain in the From Address is valid, in other words, that it matches the one set up by your Silverpop on-boarding team.

Create a mailing in Episerver as follows:

  1. Create a page.
  2. Click [Silverpop] Mail Template.
  3. Enter the required properties, such as name of the newsletter, database used, subject and the address sent from, and click Create.
  4. Add content such as text and media. The template supports both content in HTML and text, and you should add content to both, in case the recipients have disabled emails in HTML format.
  5. Select the CRM enabled property to enable this template to be shared with the CRM integration.
  6. Publish the mail template.
  7. Log in to Silverpop > Home > Content > View Mailings to see the mail template created.
  8. Select the mail template, add content and submit the mailing. Silverpop will then start tracking of the recipients demographic and behavioral data.

Creating a visitor group for a Silverpop form

The add-on integrates Silverpop web tracking to Episerver’s personalization engine by identifying a visitor via the iMAWebCookie cookie.

You can use the following sets of Episerver Connect for Marketing Automation visitor group criteria to personalize your website content in Episerver CMS:

  • Profile. Identifies a visitor against metadata stored in Silverpop.
  • Program. Identifies a visitor based on enrollment in a specific Silverpop program.
  • Scoring Model. Identifies a visitor based on scores against specific Silverpop scoring models.
  • Scoring Model Rank. Identifies a visitor based on a rank in specific Silverpop scoring models.
  • Scoring Behavior. Identifies a visitor based on the number of shares on social media—the more active the sharer, the higher the score. This also may include likes and adds.

When you set up criteria in a visitor group, the fields do not automatically populate with values. You must supply these yourself. Ensure that a field you create matches the type of field from the connector provider.

To create a visitor group, you can combine criteria, such as a geographic location and the scoring model criteria in Silverpop. See Visitor groups for information about creating visitor groups.

Defining visitor groups for Silverpop forms

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Episerver User Guide 16-8 | Released: 2016-11-14 | © Episerver 2016 | Send feedback to us