Create a visitor group based on profile criteria from Marketing Automation connectors

Each connector add-on integrates web tracking to Episerver’s personalization engine by identifying a visitor via a cookie.

ClosedCookies for each connector
Connector Cookies for Connect for Marketing Automation version 4.0 Cookies for Connect for Marketing Automation version 5.0
mai_trk_<connectorId>_<instanceId>
Eloqua _elmai_trk mai_trk_ee56c556-fc9c-406d-a882-601446ba2067_ee56c556-fc9c-406d-a882-601446ba2067
ExactTarget _etmai_trk mai_trk_784c5a0c-ece4-4d18-ac8b-3ec6b828c422_784c5a0c-ece4-4d18-ac8b-3ec6b828c422
HubSpot _hsmai_trk mai_trk_397c9163-c169-4f4c-9182-201e198e1fbf_397c9163-c169-4f4c-9182-201e198e1fbf
Marketo _mkto_trk mai_trk_f6b213f8-c50b-4d24-841b-f0500bbd7162_f6b213f8-c50b-4d24-841b-f0500bbd7162
Microsoft Dynamics CRM _dynmai_trk mai_trk_d6e4d762-247f-4c51-9abe-75f6fbd39969_d6e4d762-247f-4c51-9abe-75f6fbd39969
Pardot _pardotmai_trk mai_trk_92b2caa4-37b0-46db-b5ae-12e263565ad2_92b2caa4-37b0-46db-b5ae-12e263565ad2
Salesforce _salesforcemai_trk_<databasename>
where <databasename> can be Account, Campaign, Contact, or Lead.		 mai_trk_9892c61b-82ff-45b7-90eb-C82a08f62d3b_9892c61b-82ff-45b7-90eb-C82a08f62d3b
Silverpop iMAWebCookie mai_trk_5539DF8F-C807-4EC7-B482-26600AAD9761_5539DF8F-C807-4EC7-B482-26600AAD9761

Warning:  Each connector has its own fields. 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.

For example, the ExactTarget Marital Status field has Single or Married values, so if you use Marital Status in visitor criteria you must specify Single or Married (and not anything else).

For another example, the Salesforce Salutation field has Mr., Mrs., Ms., Dr. and Prof. values, so if you use Salutation field in visitor criteria you must specify among Mr., Mrs., Ms., Dr. and Prof. values (periods included, and not anything else).

To create a visitor group, you can combine criteria such as a geographic location and job title. See Visitor groups for information about creating visitor groups.

In Episerver CMS > Visitor Groups, create a visitor group using the Profile criteria. In the following example, the desired visitors for the campaign or program have a profile containing Boston in the City column. When a contact with this value (City=Boston) submits a form, the contact information is added to the connector's database.

Note:  The following image applies to Connect for Marketing Automation version 4.0.

Image: Create visitor group based on visitor's city

Note:  The architecture and namespace related to connector-based visitor group criteria changed in Connect for Marketing Automation version 5.0, so you have to reconfigure the Profile criteria after upgrading.

In version 5.0, you have to reconfigure the existing visitor groups from 4.0. When you edit a visitor group using the Profile criteria, the following error appears where the 4.0 Profile criteria was.

Image: Error message in version 5.0 when using visitor group created in version 4.0

Dismiss this error message, then drag the Profile criteria back into the Criteria box.

Image: Drag and drop Profile criteria into Criteria box.



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Episerver User Guide 19-2 | Released: 2019-03-12 | © Episerver 2019 | Send feedback to us