Dotdigital

Get the most out of the Personalization - Marketing connection 

Dotdigital Personalization and Marketing

Learn how to connect your accounts to support deeper personalization, targeted communications, and improved insights.

The Personalization - Marketing integration checklist

Start here

Manage all of your channel connections from Personalization to Marketing.

Connect Dotdigital Marketing and Personalization

Ensure that you’re sharing all the data you need to support personalization and insights.

Set up field mapping for Dotdigital Marketing

Identify visitors to your site from your email campaigns.

Campaign-based identification

For users of both platforms, easily switch between accounts without breaking your workflow.

Switch between Marketing and Personalization accounts

Configure the connection between your accounts.

Setup

Use Personalization content in Marketing with App blocks.

Use Personalization Slots in EasyEditor

Add EasyEditor fields to your Personalization content to allow you to edit directly in Dotdigital Marketing.

Add Marketing EasyEditor fields to SmartBlocks and Slots

Use Slots and SmartBlocks in Dotdigital Marketing.

Content

Send Marketing triggered email campaigns based on events tracked in Personalization.

Use Dotdigital Marketing campaigns in trigger programs

Communications

Add site visitors who complete a data capture form directly to a list in Marketing.

Add contacts from a data capture SmartBlock to a Dotdigital Marketing list

Automatically create segments in Personalization directly from lists in Marketing.

Import Dotdigital Marketing lists to Personalization

Automatically create lists in Marketing from specified Personalization segments.

Export Personalization segments to Marketing

Sync your standard and custom contact data fields to Personalization and use your Marketing lists and segments to create rules for personalized content.

Sync Dotdigital Marketing audiences and data fields to Personalization

Share contact and visitor information across platforms.

Data

The Dotdigital Tag for Personalization is a set of tools designed to give you full control over how your website integrates with Dotdigital Personalization.

Integrate your site with the Dotdigital Tag for Personalization

Required and recommended steps to implement the Dotdigital Tag for your site.

The Dotdigital Tag for Personalization: setup checklist

Seamlessly gather website data and share it automatically to your Dotdigital Marketing and Personalization accounts.

Set up the Dotdigital Tag for Personalization

Guidance on the optimum configuration for specific visitor behaviors and actions.

Data requirements for common use cases

Set up your Shopify store to use Marketing and Personalization together with shared tracking.

Use the Dotdigital Tag with Shopify for Personalization

Send data from your site to Personalization and Marketing simultaneously.

The Dotdigital Tag for Personalization

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Connect the tools your team already uses to bring data in.

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