Interaction Studio Classic Only
- This use case is intended for customers using Interaction Studio (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.
- The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.
You can create emails with the same intent based segments you’re using to target the personalization campaigns on your website. By passing data between Interaction Studio and Eloqua, Marketo, or SalesForce, you can maintain consistency with messaging and offers regardless of the way your prospects or customers choose to interact with you. This consistency not only provides common messaging to the customer, but also increases the chance of conversion.
In this example, you can set up a global goal of ‘signed up for autopay’ and measure the conversion rate. You can see this for the personalization campaign you have created on your site, but you can also use Interaction Studio to track the impact of the email, based on clicks back to the site. By reviewing the ‘autopay sign up email’ campaign you created using the Interaction Studio third party tracking, you can look at the people who landed on the site from that email and see if they completed the goal of ‘signed up for autopay.’
Here is a checklist of what you need to do in Interaction Studio to create this play on your own site:
Create a segment of users you want to target with your email
Configure you marketing automation platform so that it send an email based on the segment members.
Select the segment you created so it passes over to your marketing automation platform
Configure the sync between Interaction Studio and Marketo / Eloqua / Salesforce
Create a global goal that is related to the goal of the campaign