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 2020-12-28. See release notes (below) for update history. See Archived documentation for previously released user guides and for older release notes.

Release notes 2020

Released Area Features and updates
2020-12-28 Commerce New feature in Order Management lets you repeat an existing order (update 347).
2020-12-28 Commerce "Payment plans" changed to "Subscriptions" in the Order Management view (update 347).
2020-12-17 Search & Navigation The menu item Find has been renamed to Search & Navigation in the user interface. (update 346)
2020-12-10 Campaign See Deliverability basics for information about DMARC implementation.

Blacklist has been renamed to blocklist and whitelist to allowlist. (update 346)

2020-11-25 Campaign The recipient list management lets you create recipient lists and manage recipient list fields.
2020-11-25 Personalization A Reports topic has been added to the Visitor Intelligence section. It describes the user interface where you can view commerce reports for insights into collected customer data.
2020-11-12 Personalization Insight has been renamed to Visitor Intelligence in the user interface. (update 341)
2020-11-12 Campaign Episerver Campaign field function templates let you create your own field functions to personalize and modify your mailing content.

The documentation of the Google Tag Manager has been revised. Learn how to connect the Google Tag Manager with post-click tracking to transfer data from customers who visited your website by clicking a link in your mailing.

In the Marketing Automation campaign report, you can optionally display the unique opens and clicks as well as the unique open and click rate. (update 342)

2020-10-28 Personalization In Product Recommendations, when an editor makes changes to a merchandizing campaign, a reviewer can accept or reject the changes.
2020-10-13 Campaign Using Web Push, you can send messages that appear in the recipient's web browser without a specific request. (update 338)

In the Post-click tracking topic, you can find information on how to create a tracking pixel without cookie.

2020-10-13 Commerce When searching for line items on the Order Management screen, each search result contains a link to the respective product page on the e-commerce website. (update 336)
2020-10-05 Personalization A repurchase strategy was added to the daily trigger options.
2020-10-05 Episerver platform A globe icon has been added to the top menu. This icon takes you to your live sites. (update 335)
2020-09-24 Campaign See Deliverability basics for information about SMTP codes and error messages.
2020-09-17 Episerver platform An introduction to the Episerver Labs concept has been added.
2020-09-02 CMS

Improvements to the projects feature (update 328):

  • The Versions gadget now displays if content versions are associated with projects.
  • You are now notified if there are versions of the current content item associated with other projects:
2020-09-02 Campaign If you forget your password or PIN, you can reset them without contacting customer support. See Resetting password and PIN. (update 332)

In Deep Analytics, you can show the ID instead of the name for the client, mailing and recipient list groupings. (update 332)

2020-08-21 Campaign You can now use an existing target group as template when creating a new target group. (update 330)

If you use unsubscribe lists based on recipient lists, you can choose whether to export global unsubscribers that are not assigned to any particular recipient list or unsubscribers that are assigned to one or more recipient lists. See Exporting recipients. (update 330)

A video on how to create a double opt-in process has been added.

2020-08-21 Personalization A Content Recommendations FAQ has been added.
2020-08-12 Commerce On the Order Management screen, you can create payment plans. (update 328)
2020-08-12 Personalization Email Content Recommendations is a new Personalization feature that lets you deliver relevant content to your customers by email. (update 326)
2020-08-12 Campaign See Deliverability basics for information about blocklists and blocklisting.
2020-07-22 Campaign In the Recipient history, you can now irrevocably delete recipient data according to GDPR regulations. (update 326)

Changed user management: You can only assign roles to users, not individual permissions. (update 326)

2020-07-02 Episerver platform The new topics, Providing product recommendations and Providing content recommendations, have been added.
2020-06-25 Campaign The new topic Scheduled jobs in the support section informs about the possibilities to set up scheduled import and export jobs and other features using the new online forms on Episerver World.
2020-06-25 Commerce The beta phase of the Order Management screen has been expired. Customer service representatives can perform common tasks on carts, orders and payment plans.

On the Order Management screen, you can now add a new shipping address to a customer's order without editing an existing address or adding a new address to the customer's address book. (update 321)

2020-06-12 Languages Added Connecting to the auto-translation service to Episerver Languages. (update 319)
2020-06-12 Personalization Personalization user interface has been updated. (update 318)
2020-06-12 Campaign

A new topic, Using marketing segments as target groups for mailing campaigns, has been added.

The new E-commerce integration guide section provides an introduction to working with Episerver Campaign, and integrations with e-commerce systems.

2020-05-28 CMS A new topic, Best practices for organizing assets, has been added.
2020-05-28 Commerce Several updates to the Order Management screen, including the ability to easily find carts, customers, purchase orders and payment plans. You can now also create purchase orders and exchange orders on the Order Management screen. (update 317)
2020-05-28 Campaign You can use the extended recipient list connector to address more than 100,000 recipients per campaign with Microsoft Dynamics CRM.

Deep Analytics: Pivot tables now support HTML5. As some functionalities changed, the documentation was adjusted accordingly. (update 317)

Template Kit: You can now change the image quality of the uploaded image in the image bar paragraphs, text/image paragraphs, content interface paragraphs and in the general SWYN settings to adjust the image display in the mailing. In addition, SWYN is now available for WhatsApp and email.

2020-05-14 Forms You can now disable the replacement of placeholders in rich-text form elements in multi-step forms. (update 315)
2020-05-07 CMS You can now turn the A/B testing feature on and off from admin view. (update 314)
2020-05-07 Personalization Content Recommendations anonymously tracks visitor activity on a website to build a profiles for each visitor. Analysis of a unique profile lets you deliver the most relevant content to each visitor.
2020-04-30 Episerver platform A new topic, Working with search engine optimization, has been added.
2020-04-23 Campaign You can change the URL of the confirmation page the unsubscribe link points to. See Unsubscribers. (update 312)

See Deliverability basics for information about email authentication and encryption.

2020-04-16 Commerce Customer service representatives can process a return authorization and create a refund for a customer. (update 311)
2020-04-16 Campaign In the Episerver Campaign start menu, the Episerver Reach menu item has been renamed to Personalization Portal. The Personalization Portal lets you access Episerver Product Recommendations and Episerver Email Product Recommendations. The Episerver Insight menu item has been renamed to Visitor Intelligence. Episerver Visitor Intelligence lets you view and filter website visitor profiles, and create customer segments. (update 312)
2020-03-20 Add-ons The ExactTarget Marketing Automation connector is now Salesforce Marketing Cloud (ExactTarget) and the Silverpop Marketing Automation connector is now Watson Marketing (Silverpop).
2020-03-20 Campaign The new Opt-in processes feature lets you create and manage opt-in processes and its opt-in emails (registration confirmations). (update 308)

You can use the Block node in transactional mails to exclude recipients who are on a custom blocklist. (update 308)

2020-03-20 Add-ons Marketing Automation has a new Delivra connector. (update 306)
2020-03-20 Commerce The scheduled job Collect orders per promotion statistics reworks the collection of order statistics to improve performance. (update 305)
2020-03-20 Search & Navigation The product Episerver Find has been renamed to Episerver Search & Navigation throughout this user guide. Note that the old product name 'Find' can still occur in the user interface.
2020-03-20 Campaign In the Advanced node of the Marketing Automation, you can filter recipients by Insight segments. (update 306)
2020-03-20 Commerce

On the Order Management screen, you can now process an order return. (update 305)

2020-03-20 Personalization Email Product Recommendations: You can add an email product description that has a transparent background. When you use a top-up or fallback, a preview appears. (update 306)

Product Recommendations: In generated HTML, you can define the default image size that is sent for empty images that have no products. (update 306)

Triggered Messages: You can fire triggers based on locale so you can send emails to customers in the correct language. When you use the AddToGroup or RemoveFromGroup ESP actions, there is no limit to the number of triggers fired by Contact frequency. You can set a limit for campaigns using the SendMessage ESP action. (update 306)

2020-02-20 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.
2020-02-20 Campaign When configuring a Mobile Push message in Smart Campaigns, you can now upload an image or specify an external image URL. (update 304)
2020-02-20 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)
2020-02-20 Commerce On the Order Management screen, you can now view returns. (update 299)
2020-02-20 Personalization You can now prioritize Triggered Messages campaigns.
2020-01-20 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. (update 304)
2020-01-20 Search & Navigation A new topic, Using Personalized Search & Navigation, provides information about the Personalized Search & Navigation product: its benefits, how it works, and how to enable it.
2020-01-20 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)

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.