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MA Connectors

The Optimizely Connect for Marketing Automation (MA) integration suite lets marketers automate activities such as web form interaction with Optimizely Forms, and sending out emails based on visitor behavior, using popular MA products.

There are a number of pre-built connectors available for integrating Optimizely with common MA tools. This section describes how to install and configure components needed to set up an MA integration.

Getting started

Requirements

You need an account and live connection for the desired MA product (see list below), and an Optimizely CMS site with Optimizely Forms installed.

Installation

The MA components are installed through NuGet packages and Visual Studio.

Install the following for the MA integration:

See Platform integration 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:

Installation

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.

Documentation videos


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