Getting started

When your Episerver system and related services are set up, you will receive the permission keys and credentials needed to access the user interface. The setup depends on what parts of the Episerver platform you have in your implementation, for example CMS or Commerce, Campaign, Find, and the products in the Personalization suite.

Log in to access features

The login procedure may differ depending on how your system is set up, but usually you log in using a specified URL, or through a button or link on your website.

For example, to access the Episerver CMS edit view, you select CMS Edit in the Episerver quick access menu displayed to the top right when logged in.

Image: CMS Edit

Switching between products

From the top menu, you can also access other parts of the Episerver platform by clicking on the product switcher Image: Product switcher icon which opens a product selector area. Note that what you see depends on your system permissions.

Image: Global menu

From the product selector area, select the platform part that you want to work with.

Image: Product sector area

What do you want to do?

 Manage website content - CMS

Create and edit web pages, add links and images, work with content blocks and web forms. Manage content approvals and publishing. See the CMS section.

 Manage products, discounts, and orders - Commerce

Enrich product information with text and images, create discounts for sales campaigns, manage markets, and work with orders. See the Commerce section.

 Create automated omnichannel campaigns - Campaign

Manage recipient lists, create mailings, and set up automated campaigns for pushing marketing messages in multiple channels. See the Campaign section.

 Optimize site search - Find

Analyze search terms, add search optimization based on visitor actions, and create "best bets" to promote selected website content. See the Find section.

 Manage visitor profile data and segments - Insight

Analyze profile data based on website tracking information, and create segments and target groups to be used in personalized marketing messaging. See the Insight section.

 Manage personalized content recommendations - Advance

Display for example targeted articles based on tracking of visitor behavior, and define content strategies for your website. See the Personalization section.

 Manage personalized product recommendations - Perform

Create and configure a merchandising campaign, to display personalized recommendations from the product catalog, for display on multiple devices. See the Personalization section.

 Manage triggers and email recommendations - Reach

Create personalized email messages that are automatically triggered by visitor behavior, for example to act on abandoned shopping carts. See the Personalization section.

 Other features - Add-ons

There are many extensions available for Episerver, for example for A/B testing, Google Analytics, and marketing automation features. See Marketing and other add-on descriptions in the user guide.