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Meet Marketing Cloud Personalization

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how Marketing Cloud Personalization works.
  • Identify the key components of the Marketing Cloud Personalization dashboard.
  • Define key terms related to Marketing Cloud Personalization.

Note: Interaction Studio (formerly Evergage) is now known as Marketing Cloud Personalization. The new name reflects our mission and vision for innovation in Salesforce Marketing Cloud Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in various places until we replace it.

It Starts with a Hypothesis

As a marketer, you might wonder how to balance personalized content with the effort and time it takes to create that content. You might ask questions like, “Will this personalized offer truly impact ecommerce numbers?” or “Will this article lead to higher clicks?”

By asking those types of questions, you are already creating marketing hypotheses. As you likely know, a hypothesis is a proposed end goal that requires further investigation and testing. It is the key element of the scientific method, which allows scientists to ask questions, suggest a theory, and then test that theory in order to solve a problem. This same method can be used to improve and measure the success of your marketing efforts. 

And we have just the tool to conduct experiments that improve your marketing efforts and provide a better user experience for your customers. Salesforce Marketing Cloud Personalization is the leading real-time personalization and interaction management solution. 

In this module, we cover the what, the why, and the how behind Marketing Cloud Personalization. Finally, we prep you for implementation so you can begin testing your own hypotheses. 


This module focuses on Marketing Cloud Personalization, formerly Interaction Studio. Learn more about Marketing Cloud Personalization on the help page. 

Why Use Marketing Cloud Personalization?

Testing marketing theories is great when you have control of the channel, like email marketing. However, customer experience isn’t limited to one channel or one interaction. It’s challenging when a company’s marketing, sales, and service departments interact with the same customer, but aren’t aligned to provide a consistent experience across touchpoints. Using Marketing Cloud Personalization to connect data and create a personalized experience across every touchpoint, including your company's website, mobile app, emails, onsite locations, call center, and more. 

Follow a banking customer on her journey—powered by Marketing Cloud Personalization—in this video:

In short, Marketing Cloud Personalization helps you:

  • Listen to how customers interact with your brand across channels.
  • Understand what to do next based on rules set by the business.
  • Act on insights gathered to provide customers with the best experience.

Not only does this make your customer feel valued, your internal teams are kept informed about all the details of a customer’s experience, whether they work in customer support or sales.


Learn more about real-time interaction management in the ebook, Inspire Instant Engagement

How Does Marketing Cloud Personalization Work?

So what exactly powers Marketing Cloud Personalization? Magic? Not quite. Marketing Cloud Personalization is powered by data. Combining data-based behavioral analytics and advanced machine learning, Marketing Cloud Personalization helps you gain a comprehensive view of each and every customer and prospect. You can then use that data to deliver relevant, individualized experiences that test and ultimately improve a customer’s journey with your brand.  

Let’s take a peek at Marketing Cloud Personalization. Once logged into Marketing Cloud Engagement, Personalization appears in the main navigation bar.

Marketing Cloud Engagement Navigation with Personalization highlighted in orange.

Once in Marketing Cloud Personalization, the first screen you see is your dashboard, which includes various views of your account activity. Let’s break it down.

Personalization dashboard with callouts for reports, channels, user segments, catalog, and machine learning.

Reports (1)

See how your marketing tests perform by viewing a variety of reports based on your activity, results, and visits. 

Channels & Campaigns (2)

This is where your channels (like web or mobile) appear. This is also where you select specific campaigns to view statistical data on campaign results.

Audiences (3)

Find the users and segments that you are targeting with personalized campaigns. Here is a sample screen of user Rachel Morris. Drill down to user-level detail in Marketing Cloud Personalization to see Rachel’s lifetime value, along with her product affinities or preferences.

Customer Rachel Morris’s dashboard with her lifetime value and purchase affinities.

Catalog (4)

This section includes your catalog, promotions, and surveys.

Machine Learning (5)

With Einstein Personalization Recipes and Einstein Personalization Decisions, create advanced machine learning algorithms to track customer behaviors, evaluate which experiences have the highest likelihood of engagement, and ultimately make real-time recommendations in a specific channel, like web.

It’s always a great idea to get some help from a super smart scientist. And if you feel inspired, build your own algorithm using Einstein Personalization Recipes and ingredients. Like recipes used for baking, a personalization recipe includes ingredients and steps. However, unlike baking, you can simulate and evaluate the results of your recipe before you make a dozen failed batches of macarons.

NTO Edit Recipe screenshot with options to create test groups.

Talk the Talk

Now that you know the main components of Marketing Cloud Personalization, let’s review some key terms and concepts. Use these interactive flashcards. Read the term on each card, then click or tap on the card to reveal the definition. Click or tap the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card.


Want to really talk the talk? Find more common terms on the Glossary for Marketing Cloud Personalization.

What Can Marketing Cloud Personalization Do for You?

Let’s review how the key features of Marketing Cloud Personalization work for you. 

Capture individual insights with data. Marketers know that capturing data is key to personalization. Whether known or unknown, Marketing Cloud Personalization tracks data from multiple sources to gather information about every customer, prospect, and website visitor. By tracking customer behaviors, and through data from a wide variety of sources, you can start to get to know each individual customer's interests and affinities. 

Personalize the experience. With the help of marketer-friendly, customizable algorithms, you can interpret all of that data and make decisions in real time so that every interaction is relevant at the one-to-one level. Einstein Personalization Decisions help you select the next-best action (or promotion) based on machine learning. Einstein Personalization Recipes use AI to recommend products, content, categories, and brands that the customer is most likely to interact with based on their affinity.

Coordinate engagement everywhere. Everything you learn about someone by their interaction on one channel can be immediately factored into the next interaction on any other channel, whether online or offline. Use your findings to generate the next-best action for that individual, whether it’s sending a triggered email offering a promotion that the visitor will love or adding them to a journey in Journey Builder.

Test and analyze experiences. To complete the scientific method, you need to test your hypothesis. Optimize your personalization campaigns and customer engagement efforts through testing and analysis. To do this, use native reports or tools like Tableau or Marketing Cloud Intelligence to review the performance of your campaigns.

Now that you have a basic understanding of Marketing Cloud Personalization, in the next unit we cover important Marketing Cloud Personalization concepts.


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