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Sitecore

Connect Sitecore to Email Calculator

Track lead generation and form submissions from your email campaigns by connecting Sitecore

Step 1: Get Your Sitecore API Key

  1. Log in to your Sitecore portal
  2. Navigate to Settings in the left sidebar
  3. Select API Keys
  4. Click Create new API key
  5. Name it "Email Calculator"
  6. Select the following permissions:
    • Forms:Read - to access form configurations
    • Submissions:Read - to read form submissions
  7. Click Generate
  8. Copy your new API key immediately (you won't be able to see it again)

Security Note: Never share your API key publicly or commit it to version control. Treat it like a password. We only request read-only access to forms and submissions.

Step 2: Connect to Email Calculator

  1. Go to your Email Calculator Settings page
  2. Find the API Integrations section
  3. Select Leads as the integration type
  4. Choose Sitecore from the platform dropdown
  5. Paste your API Key
  6. Enter your Form IDs (comma-separated if multiple)
  7. Click Connect Platform
  8. Wait for the green checkmark confirmation

💡 Finding Your Form IDs

You can find your Form ID in Sitecore Content Editor. Navigate to your form item, and copy the ID from the properties panel. Enter multiple Form IDs separated by commas to track leads from multiple forms.

✓ What We Access

We only read form submissions (submission data, email addresses if collected, submission timestamps) to match with your email campaigns. We never modify forms or submissions.

Step 3: Track Campaign Lead Generation

  1. Navigate to your Dashboard
  2. Click the + New Report button
  3. Select your email platform and campaign
  4. In the Leads section, select Sitecore
  5. Email Calculator will automatically match form submissions to campaign recipients
  6. View lead count, conversion rate, and lead quality metrics

💡 How Lead Matching Works

We match Sitecore form submissions to email campaign recipients by email address within a configurable time window after the campaign was sent. This lets you attribute leads and calculate campaign-driven conversion rates.

Lead Metrics You'll Get from Sitecore

Lead Generation Metrics

  • • Total Leads / Form Submissions
  • • Lead Conversion Rate (% of recipients who submitted)
  • • Coverage (% of recipients matched to submissions)
  • • Leads per Email Sent
  • • Submission Timestamps
  • • Lead Email Addresses (when collected in form)
  • • Contact Data (name, company, custom fields)

Common Questions

Why isn't my API Key working?

Make sure you've selected both Forms:Read and Submissions:Read permissions when creating the API key. Double-check that you've copied the complete key without any extra spaces. Ensure the key hasn't been revoked in your Sitecore portal.

How does email-to-lead matching work?

We match Sitecore form submissions to email campaign recipients by comparing email addresses. Your Sitecore form must collect email as a field for matching to work. Submissions within your configured attribution window (e.g., 14 days) after the campaign are attributed to that campaign.

What if I don't see any leads or submission data?

Verify that your Form IDs are correct. Ensure your Sitecore forms collect email addresses in one of the fields. Check that you have form submissions within the selected date range. Make sure respondent emails match those in your campaign recipient list.

Is my form and respondent data secure?

Yes. We only request read-only access to form submissions. We extract email addresses and submission timestamps for matching purposes. Your API key is encrypted and stored securely. You can revoke access at any time from your Sitecore portal.

Can I disconnect my Sitecore account later?

Yes. You can disconnect Sitecore at any time from your Email Calculator Settings page. Click the trash icon next to your Sitecore integration. Your existing lead attribution data will remain in your reports, but new submissions won't be tracked.

Does this work with Sitecore XP and Sitecore XM Cloud?

Yes, this integration works with both Sitecore Experience Platform (XP) and Sitecore XM Cloud. The API endpoint may vary depending on your Sitecore setup. Contact support if you need help configuring the integration for your specific Sitecore instance.

Connect Sitecore to Email Calculator

Start tracking your lead generation and unlock powerful analytics for your campaigns