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)|
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.
|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.|
Improvements to the projects feature (update 328):
|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)|
|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)|
|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.|
|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)|
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)|
You can use the extended recipient list connector to address more than 100,000 recipients per campaign with Microsoft Dynamics CRM.
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.|
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)|
|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)|
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)
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.|
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)
If your Episerver implementation is not on the latest version, you can access previous versions of the Episerver User Guide under Archived documentation.