Description Below is an example of how forms and visitor groups can be made to use progressive profiling. Please note this is just one example and should be adapted to suit business requirements. Steps Create a new form. Map the form to Marketo in the Mappings property tab.  Add an element to the form, such as a text element. In this case we have added a text field and called it "Email".  Add any other elements to the form intended for the first visit. Use the Extra field mappings on t...

Description When customers want to use Custom FormContainerBlock view to render their custom forms, they may run into errors in View because ViewBag comes as Empty. Resolution Try including this segment of code within the Index() method: public override ActionResult Index(FormContainerBlock currentBlock) {            var viewResult = base.Index(currentBlock) as PartialViewResult;             viewResult.ViewName = "CustomFormContainerBlockModel";             return viewResult;...

Description When a content item is imported for translation there is the potential for the content to not be updated. Resolution If the content item is in a published state even when exported for translation then the content item will not be overwritten. The content will need to be in a draft state to allow the content to be overwritten by the language manager.

Description How does Episerver recognize a cookied Marketo lead? Resolution Episerver addes a cookie containing the lead ID when a Marketo-mapped Episerver form is submitted ad a lead is created. It will retrieve a lead based on this ID. For leads which are already in Marketo through other channels (i.e. not via an Episerver form submission), if the Marketo muchkin cookie is available in the browser and already linked to an existing lead, Episerver retrieves it though that mun...

Description When does the Marketo API make calls? Resolution The Marketo API will make calls under the following circumstances: Retrieval of the lists in the lead database, to be displayed in form mapping UI. Retrieval of the column (field) names of leads, to be displayed in form field mapping UI. Creation of a lead when a Marketo-mapped form is submitted. Retrieval of a lead for personalization (using Visitor Groups) and form auto-fill purposes. Triggering a campaign, if des...

Description If you are on EPiServer.ConnectForMarketingAutomation 4.4.0 or earlier, in certain cases the following error can appear on every page on the site. 2018-05-09T16:07:28,Error,"EPiServer.Framework.Initialization.InitializationEngine : Initialize action failed for 'Initialize on class EPiServer.MarketingAutomationIntegration.InitializationModule, EPiServer.MarketingAutomationIntegration, Version=4.3.0.0, Culture=neutral, PublicKeyToken=null'System.Exception: Code EmptyAccessToke...

Description In EPiServer.ConnectForMarketingAutomation.4.3.0 we added an additional method of encrypting connector credentials (AES encryption with an SHA256 computed hash based on the value of a key “MAICryptoKey” in the appSettings). We encrypt/decrypt the credentials based on the "MAICryptoKey" key in the app settings and if it doesn't exist, we encrypt them using machineKey. Since the machineKey would vary on each machine, you can prevent an issue with Marketo by adding your own uni...

Description Upon removing EPiServer.MarketingAutomationIntegration.Marketo, Visitor Group settings relying on a Marketo database may be removed in the CMS.      Resolution If you need to re-add Marketo, be sure to reset the settings in the Visitor Group section and remap any forms with Marketo. 

Description Installing then removing the Episerver.Marketing.Testing nuget package will not remove the associated Marketing Test Monitor scheduled job. To avoid the logs filling up with the following error, see below. System.IO.FileNotFoundException: Could not load file or assembly 'EPiServer.Marketing.Testing.Web' or one of its dependencies. The system cannot find the file specified. File name: 'EPiServer.Marketing.Testing.Web'   Resolution Run the following query against the...

Description The below update to the Marketing Automation package improves connector performance by fetching and caching databases and lists.  Note: The following only applies to the new forms, not xforms.  MAI-1027 In addition to updating the package in the above release notes you will need to modify Episerver settings and update related packages. See below for details. Resolution When updating to the latest version of EPiServer.ConnectForMarketingAutomation, be sure to also upda...

Description By default, the Forms Element's view is in WebForms ascx code under ~\modules\_protected\EPiServer.Forms\Views\ElementBlocks folder. Here is an example to customize the Submit button (wrap the button text in <span>) in Razor code Resolution 1- Let's see the Forms.config file, there is a setting: formElementViewsFolder="~/Views/Shared/ElementBlocks"  It means that the custom view code file will be placed here, not the ~\modules\_protected\EPiServer.Forms\Views\Eleme...

Description This article describes an issue experienced in the following bug:MultiSites: If user creates form via Forms gadget from site2, gets redirected to site1  Upgrading to the latest version of Episerver Forms did not resolved the issue. Resolution In this case the the Episerver Forms folder is still in For This Site location not in For All Sites location. The workaround is to move all Forms from Episerver Forms folder in the Asset pane to a temporary folder and then del...

Description Auto-fill is the automatic filling of fields based on previous Marketo data When the Episerver Connect Marketo add-on you may experience slow load times if there are numerous lists being loaded with autofill.  Resolution If you have several hundred or more lists being loaded on a page you may want to disable auto-fill on forms to improve load times. You can turn off auto fill by updating to the EPiServer.ConnectForMarketingAutomation 4.1.0 package(or higher) and ha...

Description This article describes an issue with Pardot form submissions in Episerver DXC environment. The underlying error message is the following: Either the user and/or API keys are incorrect, or the API key has expired. For more information on this error and other Pardot errors please see here. By default Pardot expires the API key every 60 minutes. For more information please see here. Episerver handles acquiring the API key so the customer does not need to be concerned with that ...

Description When attempting to create a Salesforce form within the CMS the the following error message may be thrown. This is may be caused by Salesforce disabling support for TLS1.0 as noted in the following excerpt. Support of TLS 1.2 was not supported for Salesforce until EPiServer.MarketingAutomationIntegration.Salesforce 1.2.2.9000. Starting in June 2016, Salesforce will begin disabling the TLS 1.0 encryption protocol using a phased approach. This phased approach will prevent it fr...

Description This article describes an issue of how to customize the Form control’s text, for example, if you want to change the form step text from "Previous Step" to "Previous Page" and "Next step" to "Next Page".  Resolution Edith the following xml file in the modules folder:  wwwroot\modules\_protected\EPiServer.Forms\EPiServer.Forms.zip\EmbeddedLangFiles\EPiServer.Forms_EN.xml and change the  text from "Previous Step" to "Previous Page" and "Next step" to "Next Page"  Fin...

Description The code snippet below is used to import multiple submission data to form for testing. Resolution var ddsSubmission = new DdsPermanentStorage(); //this guid can be get from html tag is generated in container page //use inspect element tool of browser and click to this form, we can see the html like below: //<form method="post" novalidate="novalidate" data-f-metadata="" enctype="multipart/form-data" class="EPiServerForms ValidationSuccess" data-f-type="form" id="a8...

Description This article describes an issue when trying to install the EPiServer.Forms Nuget package. When trying to run a form the following error is thrown.  The partial view 'FormContainerBlock' was not found or no view engine supports the searched locations. Resolution The plugin is looking for an incorrect path. The solution is to move the view blocks from ~/modules/_protected/episerver/EPiServer.Forms/Views/ElementBlocks/  to ~/Views/Shared/ElementBlocks/   

The BVN-404 Handler, a popular add-on gadget to Epi CMS, was indirectly impacting site performance. The BVN-404 Handler gadget logs 404 errors and manages redirects.  When a 404 occurs, the handler logs it into the BVN.NotFoundRequests table in the CMS database. The CMS admin, using a GUI, can view the 404s and convert them to redirects. The admin also can create redirects directly in the gadget. Redirects are stored in the tblBigTable.  Cause When a site/application has exc...

Resolution

Instructions on how to install CMO on an existing  Episerver  8 or greater existing site (workaround). Cause Currently, the officially supported way of installing CMO requires one to install the add-on via Deployment Center to a CMS site running 7.5.394.2. However, with many clients no longer using Deployment Center to create Episerver sites from scratch - often creating sites via Visual Studio extension - it's often not a viable option. Resolution Here is a workaroun...

The article contains the resolution to the issue where the Delete option is grayed out in the project gadget and project bar when the Episerver Languages add-on is installed on the system. Resolution This issue is resolved in EPiServer.Labs.LanguageManager 3.0.1 . For more information, see http://world.episerver.com/support/Bug-list/bug/LM-51.