Activate Einstein Features in Marketing Cloud Engagement
Learning Objectives
After completing this unit, you’ll be able to:
- Follow Einstein user requirements.
- Find your Global Data status.
- Activate Einstein features in Marketing Cloud Engagement.
Marketing Cloud Engagement Einstein Features and Requirements
In this module, we help you understand requirements for Einstein in Marketing Cloud Engagement, Global Data opt-in, and how to activate Einstein features. First things first, to use Einstein engagement insight features in a Marketing Cloud Engagement Account based on your local or your account data, you need to have a minimum of 7 days of historical engagement history in your account. Einstein needs data to get started! If you want to get started right away, Einstein allows marketers to use global data. Let’s learn more.
Use Global Data
In Marketing Cloud Engagement, Einstein uses customer engagement data to make predictions. The more data Einstein has about your customers, the more powerful Einstein’s predictions are.
Global models let Einstein use data from multiple Salesforce customers to better detect trends and improve send time modeling. When it’s enabled in your enterprise account, you can get better predictions by incorporating data from Marketing Cloud Engagement’s global data pool. As a result, predictions are more accurate and can lead to better engagement rates.
To use the model derived from anonymous global data across multiple Marketing Cloud Engagement customers, your Enterprise account must opt in to contribute data to the global data pool. Not sure of your status? Find your opt-in status under Einstein Settings in Marketing Cloud Engagement Setup. 
Before You Begin
We assume you are a Marketing Cloud Engagement admin with the proper permissions to set up features. If you’re not an admin for Marketing Cloud Engagement, that’s OK. Read along to learn how your administrator would take the steps in a production org. Don’t try to follow these steps in your Trailhead Playground. Marketing Cloud Engagement isn’t available in the Trailhead Playground.
If you don’t have access to Einstein features in Setup or have any questions about the use of AWS data, talk with your account executive.
Activate Einstein Features
Once you have confirmed your use of Global Data and know what Einstein features your team wants to use, you’re ready to activate. Admins can follow these activation steps in Setup for each business unit. For all these features, start by searching Einstein from the Quick Find field in Marketing Cloud.
|
Einstein Feature |
Activation Steps |
Details |
|---|---|---|
|
Engagement Scoring (Email)
|
|
An email notification is sent once your account is ready (about 48 hours after you’ve activated and have the required data). Afterward, two new data extensions are created in a JourneyIQ folder called MC_Einstein_Predictive_Scores and Einstein_MC_MobilePush_Scores. |
|
Engagement Scoring (Mobile)
|
|
Your app needs to be configured with MobilePush before activating Engagement Scoring for Mobile. |
|
Messaging Insights
|
|
Only activate Messaging Insights on business units that don’t use test data. |
|
Send Time Optimization (Email)
|
|
Wait up to 72 hours to allow the activation process to complete. |
|
Send Time Optimization (Mobile)
|
|
You can also update your time zone from this page under the Settings tab. |
|
Engagement Frequency (Email)
|
|
Wait up to 72 hours to allow the activation process to complete. |
|
Engagement Frequency (Mobile)
|
|
Remember to configure your Mobile apps before activating this feature. |
|
Copy Insights
|
|
Once enabled, Einstein Copy Insights is on by default in all business units. |
|
Content Selection
|
|
Take the Einstein Content Selection Basics module to learn more about the setup of Content Selection. |
|
Content Tagging
|
|
Use a higher confidence level to improve the accuracy of the tags applied to your images. Use a lower confidence level to broaden the scope of tags included. |
Einstein Email and Web Recommendations require a bit more setup. Check out the Einstein Email and Web Recommendation badge to learn more about this feature.
Summary
Now that your features are activated, Einstein can begin gathering data and insights to help make your team’s marketing efforts more successful.
Resources
- Salesforce Help: Marketing Cloud Engagement Einstein
- Trailhead: Einstein Email and Web Recommendation
- Trailhead: Einstein Content Selection Basics
- Salesforce Help: Get Started in Marketing Cloud Engagement MobilePush
Copyright
Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.