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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.

A static list is a tag (StaticList) that can be applied to group products together. They are similar to brands, genders, styles, etc. However, static lists are unique in that you can upload a CSV file of products and assign a static list to each one. 

This Article Explains

This article details how to create a new StaticList tag using a CSV upload then use that tag in recommendations.

Sections in this Article

Upload a New Static List

Before you begin, you'll need to create a CSV file for the upload similar to the image at the right, with products entered for cell 1A and, starting at cell 2A, the product IDs for each product that you want to associate (or disassociate) with the StaticList tag.

You will only see your static list when you navigate to Catalog > Product Lists if the list is named exactly StaticList.

  1. Log into Interaction Studio with Editor or or higher permissions.
  2. From the left navigation, select Settings > Profile and Catalog Objects.
  3. Add a new Catalog Object where the name is exactly StaticList and the label is exactly Product List.
  4. Click Save.
  5. Refresh your screen.
  6. From the left navigation, select Catalog > Product Lists.
  7. Click UPLOAD PRODUCT LIST in the upper right corner of the screen.
  8. In the Upload New Product List modal, enter the tag ID you want to use for the list (or the tag that should be removed from the list).
  9. If you are removing a tag from a list of items, select Remove tag from items.
  10. Click UPLOAD PRODUCT LIST and select the CSV file you created.
  11. Click Select files or drag and drop the CSV file within the dotted lines.

Use a Static List in a Recipe

Once products have been uploaded to a static list, associate the products to a related catalog object so you can use your static list in recipe exclusions and boosters.

  1. From the main navigation, select Settings > Catalog and Profile Objects.
  2. From the Catalog Object Types section, select the catalog object that you want to use as the recommendation type for your static list, such as Article, Blog Post, or Products.
  3. Click Add Related Catalog object.
  4. Select Product List from the Select a Related Catalog Object dropdown.
  5. Select One per Object for the Relationship Cardinality.
  6. Click the checkmark icon.
  7. Click Save.
  8. Refresh your browser.
  9. Create a new recipe or edit an existing recipe.
  10. Click Recommendation Type and select the catalog object that you associated with the static list.
  11. Add at least one ingredient.
  12. You can add a static list as an exclusion/inclusion or a booster:
    1. Exclusion/Inclusion: select EXCLUSIONS and select Product List from the list of exclusions/inclusions
    2. Booster: select BOOSTERS and select Product List from the list of boosters (note: boosters for static lists can only be used when recommending a product, article or blog)
  13. Click SAVE.
  14. Follow the additional instructions for creating or editing a recipe, including testing, training, and publishing as needed.