Delivra connector

The Episerver Customer-Centric Digital Experience Platform contains many features to support you in your daily work. Depending on how your solution is set up, some features described in this documentation may not be available to you. Contact your system administrator to find out more. See Episerver World for technical information.

The Delivra connector add-onPlug-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 Delivra account database by mapping Episerver form fields to Delivra database fields. For information about other database connector add-ons, see Marketing Automation.

Setting up Episerver forms with Delivra

The Forms Marketing Automation Integration (MAIStands for "Marketing Automation Integration") connector lets you connect Episerver form fields to a Delivra database. See also: Marketing Automation.

The Episerver Delivra connector is an add-on 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.

A developer must install the Forms Marketing Automation connector and the Episerver Delivra connector. See Episerver World for more information.

  1. In the Episerver CMS admin view, select  Config > Tool Settings > Delivra. The Delivra configuration settings screen appears.

    You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one Delivra connector, such as Delivra - Europe, Delivra - US, and Delivra - APAC. Click Add Connector to add another instance.

  2. Enter the email, password, and account name associated with your Delivra account and click Save.
  3. Create a form on a page.
  4. Click All Properties on the form.
  5. Open the Mappings tab.
  6. Select the database to which you map the form fields from the MA System Database drop-down field.

  7. Click Publish.
  8. On the form, select Edit from a form field's context menu.
  9. Open the Extra field mappings tab. The database option that you selected earlier appears.
  10. Enable the database option and open the drop-down list next to a database to see the fields it has available.

    For example, if your form has a Text field that was configured to capture an email address:

    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select email from the drop-down list to map the Delivra database field to the Email field on the form.

    For example, if your form has a Text field that was configured to capture an email address:

    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select EmailAddress from the drop-down list to map the Delivra database field to the Email field on the form.

    Image: Mapping an ExactTarget Subscriber database field to a form field

  11. Repeat steps 8 through 10 for as many fields that you want to map.
  12. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, then go to your Delivra provider to verify that the user is added to the Delivra database.

Retrieving contact data

When a visitor submits the form, the data is sent to Delivra. To see who submitted the form, go to Delivra > Contacts.

Personalizing the form using a block

You can personalize a form to show only to a selected group of people. 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 Managing visitor groups.

Images: Personalize Delivra form Images: Personalize Delivra form

To create a visitor group for an Delivra form, see Create a visitor group for an MAI connector form.