What's new?

This user guide describes functionality available in the latest release of a standard implementation of the Episerver platform software and services. New features are continuously made available. See Episerver updates.

Due to frequent feature releases, this user guide may describe functionality that is not yet available to you. Contact your system administrator for information about products and versions in your Episerver implementation.

This release of the Episerver User Guide describes features available in Episerver as of February 20, 2020. See release notes (below) for update history. See Archived documentation for previously released user guides.

Release notes

Released Area Features and updates
February 20, 2020 Episerver platform A new section, User scenarios, has been added to the user guide describing common cross-platform user scenarios, such as working with products, optimizing search results, or using visitor groups for personalization.
Campaign When configuring a Mobile Push message in Smart Campaigns, you can now upload an image or specify an external image URL.
February 7, 2020 Campaign In the Advanced node of the Marketing Automation you can limit the number of recipients to whom the mailing is to be sent. (update 302)
Commerce On the Order Management screen, you can now view returns. (update 299)
Personalization You can now prioritize Triggered Messages campaigns.
January 31, 2020 Campaign The new feature SMS processes lets you create and manage SMS processes such as unsubscribing from marketing SMS by sending the keyword Stop or requesting help by sending the keyword Help.
Find A new topic, Using Personalized Find, provides information about the Personalized Find product: its benefits, how it works, and how to enable it.
January 16, 2020 Campaign Several updates to the Microsoft Dynamics CRM integration: You can assign Episerver Campaign test lists to check the mailing content before dispatch. The process of preparing the campaign activity for dispatch has been revised. (update 298)

Several updates to the Magento 2 integration: Screenshots and names have been adjusted to the new version 1.3.5. (update 298)

In the API overview, you can find information about the Episerver Campaign REST API. (update 298)

December 19, 2019 Commerce You can use the Authorize.Net payment gateway to process customer payments. (update 294)
Insight You can create a segment based on a filter definition. See Creating a marketing segment. (update 294)
November 28, 2019 Episerver Commerce From the Orders tab of the Contact Details screen, you can view a customer’s order history. (update 290)

The Order and Cart Details screens were redesigned to more closely resemble Commerce Manager and make them easier to use. (update 291)

Campaign You can create coupon codes of type Code 128 bar code or Interleaved 2 of 5 bar code by using the coupon system. (update 292)
November 6, 2019 Campaign You can export event data (for example, clicks and opens) in real time via webhooks. (update 290)
October 24, 2019 Episerver Commerce Support for updating order management and shipment statuses on the Order Management screen. See Placing an order on hold, Canceling an order, and Adjusting an order's shipment status. (update 286)
October 17, 2019 Campaign In lists that support multiple selection, the new button Sort by selection lets you sort selected items to the top of the list.
October 11, 2019 Episerver Commerce On the Order Management screen, you can change a cart's Market, and an order's Market and Currency. (update 284)

A new scheduled job exports your product feed (catalog) to Episerver Perform incrementally. (update 284)

Marketing Automation connectors Support for multiple instances of a connector, to use in separate regions. See Episerver Microsoft Dynamics CRM. (update 284)
October 4, 2019 Personalization The Personalization Portal is the user interface for accessing Product Recommendations and Email Product Recommendations features.

The Personalization Mail recommendations can export and import email campaigns.

September 25, 2019 Campaign The Performance Dashboard (Beta) now has the additional chart type Basic chart (mailing-based). Use the new hamburger menu within the widgets to export charts.

In the Deliverability preview (Beta), the Spam suspicion tab displays the spam score and further information on the spam filters for individual clients. Notes on spam filters of each client have been added to the documentation.

A step-by-step guide for Smart Campaigns has been added to split dispatch.

A definition of the mailing types that can be selected in Deep Analytics reports and action-based target group filters has been added.

Inline Editing lets you edit the texts of your mailing template directly in the mailing preview.

September 5, 2019 CMS The CMS user interface has been rebranded. The screenshots have been updated to reflect this. (update 274)
Episerver Commerce Order meta-classes and fields appear on the Order Management screen.

Several updates to the Order Management screen, including the ability to choose a market before selecting a cart, and the ability to create a new cart. (update 279)

Campaign Use the new Structured data tab in the General settings paragraph in the Template Kit to add structured data to your mailing. Add content in the Gmail Promotions tab section that Gmail should prominently display in the Gmail Promotions tab.
Marketing Automation New global settings for Marketing Automation connectors. Change to Microsoft Dynamics CRM connector configuration screen (Domain is out; Region is in), and Organization name can be the Unique name or the friendly name.
August 21, 2019 Campaign The Deliverability preview (Beta) lets you check your mailing before dispatch, whether the contents are displayed correctly and whether your mailing has been classified as spam by the most popular email providers.

In the Performance Dashboard, you can display KPIsStands for "key performance indicator" (also known as a conversion goal); the measurement of actions on web pages. The actions can be completed purchases, pages visited, time spent on site and so on. as a bubble chart. (update 278)

Insight Visitor groups was added to the filter types for viewing profiles.
August 7, 2019 Campaign The IP warming topic provides information about how to build a good reputation with internet service providers as an email sender.
July 24, 2019 Campaign In the recipient history, you can view the third-party ID, the pseudonymized recipient ID. See Recipient history. (update 274)

In the Basics section, you can find the new Deliverability basics section with information and best practices for successful deliverability.

July 10, 2019 Forms The form element types Rich text and Submit button can now be dependent on other fields, which means they can be displayed or hidden depending on a visitor's previous input. See Dependencies tab in Form element types. (update 269)
Episerver Commerce The Order Management screen lets you convert any cart to a purchase order and accept payments. See Order Management screen. (update 271)
Campaign If you use Spryker as an e-commerce platform, you can integrate Episerver Campaign to connect e-commerce and mailing activities. See Spryker integration. Added menu entries Episerver Insight and Episerver Reach (Email Recommendations and Triggered Messages) to Campaign start menu.
June 13, 2019 CMS An administrator can require a review requester to add a comment when sending an item for review. See Managing approval sequences and Collaboration. (update 265)
Campaign The Episerver Campaign User Guide is a section in the Episerver User Guide.
Marketing Automation connectors Support for multiple instances of a connector, to use for example in separate regions. See Episerver Pardot and Episerver Marketo. (update 244)

Archived documentation

If your Episerver implementation is not on the latest version, you can access previous versions of the Episerver User Guide under Archived documentation.