Episerver HubSpot
Episerver HubSpot is an 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. for the Episerver Digital Experience platform. It requires a specific installation and license. Contact your system administrator to find out more. See Episerver World for technical information.
The HubSpot® add-on automatically exports form data from your website to your HubSpot account database by mapping Episerver form fields to HubSpot database fields. For information about other database connector add-ons, see Marketing Automation.
Setting up Episerver forms with HubSpot
The Forms Marketing Automation Integration (MAIMarketing Automation Integration) connector lets you connect Episerver form fields to a HubSpot database. See also: Marketing Automation.
An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.HubSpot NuGet packages to use the HubSpot connector.
- 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 > HubSpot. The HubSpot configuration settings screen appears.
- Enter the HubSpot API key associated with your HubSpot account and click Save.
- Create a form on a page.
- Click All Properties on the form.
- Open the Mappings tab.
- Select the Contact database to which you map the form fields from the MA System Database drop-down field.
- Click Publish.
- On the form, select Edit from a form field's context menu.
- Open the Extra field mappings tab. The database option that you selected earlier appears.
- 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:
- Edit the email text field.
- Select the Extra field mappings tab.
- Select Email from the drop-down list to map the HubSpot database field to the Email field on the form.
You can type in the field to show fields that match the string you entered. In the following image, email was typed to show email, owneremail, and saleforceemail options (and not the other fields).
- Repeat steps 8 through 10 for as many fields that you want to map.
- Click Publish.
To test the mapping, go to your form on a published page, fill in and submit the form, then go to your HubSpot provider to verify that the user is added to the HubSpot database.
Retrieving contact data
When a visitor submits the form, the data is sent to HubSpot. To see who submitted the form, go to HubSpot > Email > Email to open the subscribers screen, and choose Subscribers > All Subscribers.
Personalizing the form using a block
You can personalize a form to show only to a selected group of people.
You can watch the following demonstration video, Personalizing content with Episerver and HubSpot. (2:34 minutes) See also Visitor groups.
The following image shows personalizing a form to show only for people in the US Web Designers visitor group. For more information about creating a visitor group and displaying information based on a visitor group, see Visitor groups.
Creating a visitor group for a HubSpot form
The HubSpot add-on integrates HubSpot web tracking to Episerver’s personalization engine by identifying a visitor via the _hsmai_trk cookie.
The following sets of visitor group criteria let you personalize your website content in Episerver CMS:
- Profile. Identifies a visitor against metadata stored in HubSpot .
- Scoring Model. Identifies a visitor based on scores against specific HubSpot scoring models.
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 HubSpot . See also: Visitor groups.
Defining visitor groups for HubSpot forms
Profile criteria
- Create a form block and a form.
- Save the form to a folder in the HubSpot database.
- Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
- In Episerver CMS > Visitor Groups, create a visitor group using the Profile criteria. In this example, the desired visitors for the campaign or program have a profile containing Sweden in the Country column. A contact with this value is added to the HubSpot database.
Scoring model criteria
HubSpot uses a simple scoring model of the total score for a contact (called Lead Score), which you can change by a flow action in a smart campaign.
- In Episerver CMS > Visitor Groups, create a visitor group using the Scoring Model criteria.
- Create a form block and a form.
- Save the form to a folder in the HubSpot database.
- Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
When a contact has entered a specific form field, HubSpot adds a value to its database, (determined by the scoring model you set up, such as Scoring001_Score= 10).
You can combine the Profile and Scoring Model criteria to select, such as visitors from Sweden with a total score over 10.
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Episerver User Guide 18-4 | Released: 2018-07-09 | © Episerver 2018 | Send feedback to us