Create an audience based on profile criteria from Marketing Automation connectors

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Each connector add-on integrates web tracking to Optimizely’s personalization engine by identifying a visitor via a cookie.

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Salesforce _salesforcemai_trk_<databasename>
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Each connector has its fields. When you set up criteria in an audience, the fields do not automatically populate with values. You must supply these yourself. Ensure that a field you create matches the type of field from the connector provider.

For example, the ExactTarget Marital Status field has Single or Married values, so if you use Marital Status in audience criteria you must specify Single or Married (and not anything else).

For another example, the Salesforce Salutation field has Mr., Mrs., Ms., Dr. and Prof. values, so if you use Salutation field in audience criteria you must specify among Mr., Mrs., Ms., Dr. and Prof. values (periods included, and not anything else).

To create an audience, you can combine criteria such as a geographic location and job title. See Audiences for information about creating audiences.

In Optimizely Content Management System (CMS) > Audiences, create an audience using the Profile criteria. In the following example, the desired audiences for the campaign or program have a profile containing Boston in the City column. When a contact with this value (City=Boston) submits a form, the contact information is added to the connector's database.

The following image applies to Connect for Marketing Automation version 4.0.

Image: Create visitor group based on visitor's city

The architecture and namespace related to connector-based audience criteria changed in Connect for Marketing Automation version 5.0, so you have to reconfigure the Profile criteria after upgrading.

In version 5.0, you have to reconfigure the existing audiences from 4.0. When you edit a audience using the Profile criteria, the following error appears where the 4.0 Profile criteria was.

Image: Error message in version 5.0 when using visitor group created in version 4.0

Dismiss this error message, then drag the Profile criteria back into the Criteria box.

Image: Drag and drop Profile criteria into Criteria box.