Interaction Studio Knowledge Base
Space shortcuts

Page tree
Skip to end of metadata
Go to start of metadata

New Name: Marketing Cloud Personalization

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. 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.

Using Interaction Studio Integrations, you can synchronize customer information – collected and stored in other solutions – with Interaction Studio so it can be used to deliver real-time personalized experiences across channels. External campaigns are one of the three types of integrations that can be configured in Third Party .

This Article Explains

This article details how to configure Third Party products.

Sections in this Article


Integrate a Third Party Product

Many integrations are preconfigured so they work right out of the box.

  1. Log into Interaction Studio as an administrator
  2. Select CHANNELS & CAMPAIGNS > THIRD PARTY > Integrations
  3. A  indicates products already integrated with Interaction Studio 
  4. To enable an integration, select the product you would like to integrate
  5. If the product you want to integrate is not listed, click Add Custom Product and enter the Name
  6. Now, complete additional configurations specific to the product


Complete Campaign Match Configuration

Since it is likely you will have more than one third party integration, it is important to define the Campaign Match Configuration so Interaction Studio can identify the external campaign from the selected third party product. Interaction Studio looks at this rule first, which is based on either the event's landing page URL or referrer URL. 

  1. Integrate the third party product
  2. Select the Parameter Type as either:
    1. Landing Page URL
    2. Landing Page URL Query Parameter
    3. Referrer URL
    4. Referrer URL Query Parameter
  3. For Landing Page URL or Referrer URL only, select equals, contains, exists, or matches regex, then enter the URL (either partial, full, or with a regular expression)
  4. For Landing Page URL Query Parameter or Referrer URL Query Parameter, complete the Parameter Name (default is utm_source) and define the additional fields
  5. Now, add parameter mappings

Example

For example, a Landing Page URL for a Google AdWords campaign might look similar to this:

https://www.yourcompany.com/landing/?utm_source=google&utm_medium=cpc&utm_campaign=AwesomeAdWordsCampaign&gclid=CKSDxc_qhLkCFQyk4AodO24Arg

To map this to an external campaign, specify which marketing product produced the campaign. In this example, looking at the URL, “utm_source=google” and “gclid=CKSDxc_qhLkCFQyk4AodO24Arg” query parameters indicate that the visitor came to the page through an AdWords campaign.

For this example, you would select or enter the following options in Campaign Match Configuration:

  • Landing Page URL Query Parameter - source of the match
  • gclid - this is the query parameter
  • matches regex - matches the regular expression gclid
  • .+ - includes at least one character

Next, add parameter mappings to tell Interaction Studio how to map other query parameters in the landing page URL to attributes on the Interaction Studio external campaign or to attributes on the Interaction Studio user.


Add Parameter Mappings

Add parameters to capture any additional information you are sending through your campaigns. Doing so tells  Interaction Studio how to map other query parameters in the landing page URL to attributes on the Interaction Studio external campaign or to attributes defined for the referred visitor.  This means you can configure how Interaction Studio will read any custom parameters you've added to the link in your third party campaign, so they are mapped to the right field for use in Campaign Analytics and Reporting. When creating a new parameter, be sure to specify whether the URL parameters are shown on the landing page's URL or if they are included in the referral URL. 

There are six types of parameter mappings:

  • Campaign ID - the value of the query parameter becomes the Interaction Studio external campaign’s ID. For an AdWords campaign with auto-tagging enabled, the “gclid” parameter is ideal for mapping to the campaign ID. For other types of campaigns, the “utm_campaign” parameter or the “utm_content” parameter can often be used.

    It is required that you have at least one Campaign ID mapping
  • Campaign Name - the value of the query parameter becomes the name of the Interaction Studio external campaign. If there is no Campaign Name mapping, the name will default to either the value of the utm_campaign parameter, if set, or the campaign ID
  • Campaign Source - for example, google or exacttarget. Typically mapped to utm_source parameter
  • Campaign Medium - for example, cpc or email. Typically mapped to utm_medium parameter
  • Campaign Attribute - a custom attribute to set on the Interaction Studio external campaign
  • User Attribute - a custom attribute to set on the Interaction Studio user who clicked on the external campaign
    • Identity attributes should not be selected and configured to be collected.  Instead any identity attribute capture should be handled through the sitemap.

For example, in this link, the parameters are utm_source, utm_medium, utm_campaign, and gclid:

https://www.yourcompany.com/landing/?utm_source=google&utm_medium=cpc&utm_campaign=AwesomeAdWordsCampaign&gclid=CKSDxc_qhLkCFQyk4AodO24Arg
  1. Click Add Parameter Mapping
  2. Select the Query Parameter Type and enter the Query Parameter Name
  3. Select the Interaction Studio Target Type and enter the Target Field Name that the target maps to 
  4. Click OK to add the parameter


View and Edit External Campaigns

As users start arriving at the landing page that contains the third-party product integration, you should start to see external campaigns appear on the campaign list page, in the Uncategorized folder. The external campaigns will have clickthroughs, but not impressions since Interaction Studio does not track impressions for external campaigns.

View External Campaigns

  1. Select Third Party and then the third party application from the Campaigns list
  2. Locate the campaign by using the folders list or by using search


IMPORTANT NOTE

 Only the first event of the visit will count towards third-party campaign attribution.



Edit External Campaigns

  1. Click EDIT
  2. Enter a new Name as needed
  3. Click ADD A GOAL to:

    1. Select a Campaign Goal from a list of segments 

      You can add additional segments as needed then select them from this list

    2. Select a Measure of Success from a pre-populated list
  4. Click SAVE to save changes