MA Connectors
Several pre-built connectors integrate Optimizely with common Marketing Automation (MA) tools. This section describes installing and configuring components to set up an MA integration.
Requirements
You need an account and live connection for the desired MA product (see list below), and an Optimizel Content Management System (CMS) siteOptimizel Content Management System (CMS) site with Optimizely FormsOptimizely Forms installed.
The MA components are installed through NuGet packages and Visual Studio.
Install the following for the MA integration:
- The Forms connector (EPiServer.Marketing.Automation.Forms) is used to integrate Optimizely Forms and the MA connector.
- The MA connector to connect with the desired marketing automation product (see list below).
See Add-ons platform compatibilityAdd-ons platform compatibility for the specific NuGet packages to install and supported Optimizely versions.
web.config
From EPiServer.ConnectForMarketingAutomation 5.5.1 onwards, configure the following section web.config.
Digital Experience Hub
The Optimizely Digital Experience Hub (DXH), part of the Optimizely Digital Experience Platform (DXP), provides a set of pre-built connectors to leading marketing automation and analytics platforms.
The following marketing automation platforms are supported:
- Connect for Acoustic (Silverpop)Connect for Acoustic (Silverpop)
- Connect for DelivraConnect for Delivra
- Connect for EloquaConnect for Eloqua
- Connect for HubSpotConnect for HubSpot
- Connect for MarketoConnect for Marketo
- Connect for Microsoft Dynamics CRMConnect for Microsoft Dynamics CRM
- Connect for PardotConnect for Pardot
- Connect for SalesforceConnect for Salesforce
- Connect for Salesforce Marketing Cloud (ExactTarget)Connect for Salesforce Marketing Cloud (ExactTarget)
Like other add-ons, you install the marketing automation connectors for your project as NuGet packages from Visual Studio. See the documentation for each marketing automation connector for information about specific configuration and setup details.