Marketing Automation

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The Optimizely Digital Experience Platform (DXP) contains many features to support you in your daily work. Depending on how your solution is set up, some features described in this documentation may not be available.

Marketing Automation tracks website visitor behavior and collects profile data. For example, when a visitor submits a form (created with Optimizely Forms perhaps to receive a newsletter subscription), the form data is automatically stored in Optimizely Campaign or your connector database. You can use that data for marketing actions, such as welcoming a customer, engaging in cross-selling, rewarding your best customers, or following up on recent purchases. You can connect form fields with the connector's or Optimizely Campaign's database using the Optimizely Forms Marketing Automation connector.

Optimizely Connect for Marketing Automation provides the following functionality:

System administrators should be aware of the Fetch data from Marketing Connectors scheduled job. It improves the performance of Marketing Automation connectors by fetching and caching databases and lists (wherever applicable) upon site initialization.