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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.

 This page provides definitions for key terms used by Interaction Studio.

This Article Explains

This article includes the definition of selected terms used throughout Interaction Studio and within the Interaction Studio Knowledge Base.


A/B testing

A form of statistical hypothesis testing with two variants: test and control. Within Interaction Studio, the term A/B testing is used to more broadly define any campaign that uses a randomized split in visitor traffic to test a hypothesis. With A/B Testing you can split traffic randomly into different groups and show each group different variations of a message. This is done by creating multiple experiences, then assigning each a set percentage of visitor traffic.


In Interaction Studio, accounts are considered to be a company or organization that has individuals who engage with your company. For example, you could have individual users who visit your site that all work for ABC Company. If you have accounts enabled on your dataset, you can see analytics by account, activate (i.e. personalize) based on account, and view account profile data.


These are page loads, clicks, or tracked events that have been assigned a name in Interaction Studio with a process called action mapping. You can use actions to create rules for easier campaign targeting, segment a group, and gather aggregate statistics.

Evergage Classic only

This definition of actions is not applicable to customers using the Campaigns & Templates version of Interaction Studio.


This means using the data collected and stored within Interaction Studio to affect a customer experience in some way. This is also known as personalization because you are using information you know about a person to deliver a personally relevant experience.


This reporting term gives an overview of campaign and goal statistics including trends for impressions, goal completions, and clickthroughs. Within the activity reporting section in Interaction Studio you can analyze information about your recent visitors, see actions taken by your visitors and customers, group users by cohorts, and see other data.

Activity data

This includes information on pages visited, number and frequency of visits, and page-level of engagement based on mouse movement, scrolling, inactivity and time spent.

Advanced dynamic message content (ADMC)

ADMC offers options for additional configurability so you can address very specific or complex requirements by creating a query into Interaction Studio to return a specific set of products. ADMC should only be used by experienced developers.

Evergage Classic only

This definition of ADMC is not applicable to customers using the Campaigns & Templates version of Interaction Studio.


In the recommendations system, this is the reference point an ingredient or exclusion uses as the basis for determining which items to return. For example, if you want to use a Co-Browse ingredient, you need to set the anchor item so Interaction Studio can return items based on what is being viewed on the page, placed in the visitor's cart, last purchased, or purchased by the visitor within a specific number days.

Attribute data

This is data that is unique to a user or account. This data is is collected from contact forms, survey responses on your site or from external databases such as a CRM, email marketing solution, marketing automation tools or a data warehouse.

Attribution window

The period between the visit impression and the goal completion of a campaign. Interaction Studio has four attribution window options available: 30 minutes (default), 1 hour, 24 hours, and 1 week. Since some products may have a longer consideration cycle, you should review how long the timeline to conversion is and use that time frame when reviewing data. 

Attribution types

There are two attribution types:

  • View - shows whether visitors saw the campaign and converted during the selected attribution window
  • Click - for campaigns that include a button or a link, this shows whether visitors clicked the button or link in the campaign and converted


Audiences are the specific individuals, groups of individuals (i.e., segments), or accounts (i.e., companies) targeted by or who view personalization campaigns.

Average order value (AOV)

The total revenue collected divided by number of orders. This gives the average basket size of the visitors who saw the campaign and made a purchase during the attribution window.



The Interaction Studio JavaScript beacon places a first party cookie on the visitor's browser which sends data for that visitor back to Interaction Studio. This includes pages visited, links clicked, time on site, number of visits, geolocation, and referral source, as well as other custom data you want collected. There are two ways you can integrate the Interaction Studio JavaScript Beacon:

Synchronous – this integration loads the beacon before the page loads so Interaction Studio can prevent page flicker, a momentary flash of the original page content
Asynchronous – this integration loads the beacon after the page has loaded. With this integration, Interaction Studio cannot protect against flicker

Behavior report

This report shows information about visits to your site. You can graph out the number of visits based on new versus returning visitors, engagement level, logged in status, and purchase behaviors. You can apply one filter to adjust the results and make comparisons.


You can use boosters to tailor your recommendation recipe to the 1:1 level. When you use a booster, the visitor's affinity score is taken into account and items that match that affinity are boosted in the recommendations query results. In other words, if you boosted the brand affinity in your recipe, visitors who show a preference for a particular brand will be shown items with that brand first.


Callout message

This message type helps draw attention to a particular area or feature on the page by being on the top, bottom, right or left of the item you wish to draw attention to and having an arrow point to it.

Call Center

Systems that companies use to engage with customers over the phone (e.g., a 1-800 number). Using an integration, Interaction Studio can pass data including personalized messages and recommendations to these systems to help representatives best serve customers. 

Campaigns (except Web campaigns)

Contain experiences and messages you design to personalize the interaction a visitor has with your channels.

Campaign-level goals

Are created for campaigns only and are usually tied to very a specific set of narrow actions. The purpose for applying campaign-level goals is to avoid exposing visitors to the campaign if they’ve already reached the goal. Once any visitor has reached the goal, they will not see the campaign again. One example of a good campaign goal is moving people through different audience segments. For example, once a visitor watches a getting started video, he would have completed the campaign goal of “Watched Intro Video” and would not see the message again.

Campaign-level rules (except Web campaign & experience rules)

Rules set at the campaign-level holistically control how the campaign will render and can be based on things like visitor/recipient segments, location, device type, time of day, visitor/recipient behaviors,  company, and industry.

Campaign states

Campaigns in Interaction Studio can be in one of three states:

  • Disabled - This is the default status that is set when you create a new campaign. When campaigns are in the disabled state, they are not “live” on your site.
  • Published - When you are ready to make your campaign live on your site or in your application, change the campaign state to Publishing.


This is the collection of your products and content as well as related categories, and tags - such as brand, gender, style, keyword, and author. Interaction Studio dynamically populates your catalog in real-time with product and content data automatically extracted from your site. You can provide this information through a data feed, but gathering your data directly from your site means that your product and content information is always up to date.

Catalog mapping

Process for integrating your site with your Interaction Studio Catalog. Once your Catalog is mapped and Einstein Personalization Recipes are implemented, you can recommend any item from your Catalog to your visitors.


Channels are the different touch points you can use to interact and communicate with visitors and customers. Depending on your Interaction Studio license, you may have access to channels for Web, Email, Mobile, and Third Party (i.e., integrations with other systems).

Click actions

These happen when a visitor clicks a button or a link being tracked by Interaction Studio. This might be a specific action you want to track, or it might be a button or a link driving visitors to another domain not tracked by Interaction Studio. For example, a login button that takes visitors to your application from your marketing site.


This is the number of clicks that happened in the campaign. Be aware that you will only see clickthrough data if there is something to click in the campaign, like a button or a link.

Clickthrough rate

This is the number of clicks divided by the number of impressions. Keep in mind that if clickthroughs are zero, the clickthrough rate will also be zero.


A business who uses Interaction Studio services.

Collaborative filtering ingredient

Probably the most often used Interaction Studio Recommend algorithm. It is a machine-learning algorithm, based on the alternating least squares method of matrix factorization, but is more commonly referred to as a “people like me” algorithm. This ingredient learns about the visitor’s intent, browsing, and purchasing behaviors to determine which affinity categories the visitor falls into, and then clusters the visitor with other visitors who exhibit similar behaviors. The results returned are based on the visitor’s cluster.

Comparison baseline

What you select in campaign statistics so you can compare campaign experiences against each other or a control. If experience A is the baseline, you could see if the revenue or conversion rate was higher for experience B as compared to experience A.


In Campaign Statistics for an A/B tested campaign, this is the probability that the click-through rate for the updated campaign experience will be greater than that of the original version (control). For example, if confidence is 95%, the chance of making an error—deciding that the updated experience gets a higher click-through rate when it does not—is 5%.

Content zone

This is an area on your site that a developer has configured in the sitemap to make it eligible for personalization - for example, a homepage hero (personalized offers or recommendation) or PDP product recommendations row (similar items on PDP)

Campaigns & Templates only

Content zones are not applicable to customers using the Evergage Classic version of Interaction Studio.

Control group

A group of people who qualified to see a campaign but were not shown it. A control group helps you create a benchmark to measure the success or impact of your campaign. Since visitors in this group won’t see the campaign you created, you can compare the results against the group that does see the campaign.

Contextual (or Implied) data

Data that is passed to Interaction Studio when a visitor lands on your site based on the visitor’s IP address and referring source. This also includes things like geographical data and device type.

Conversion rate

This is the number of orders or goal completions collected and then divided by the number of unique visitors who saw the campaign.

Co-Browse ingredient

This algorithm looks at items or content commonly viewed by previous visitors along with the same item or content the visitor is currently viewing or has placed in his cart. In other words, if a visitor is viewing an article, this ingredient will return articles that other visitors commonly viewed during the same browsing session as the one in which they viewed that particular article.

Co-Buy ingredient

This algorithm looks at items or content also purchased or downloaded by previous visitors along with the same item the visitor is currently viewing or has placed in his cart during the lookback period. For example, if a visitor placed a jacket in her cart, this ingredient will return items that other visitors have commonly bought with that jacket in the past 30 days.



Datasets in Interaction Studio are collections of events, catalog configurations, and user profiles, which keep Interaction Studio data separate and organized. Within your account, you may set up multiple datasets. Data sent to one dataset is separate from data in other datasets, so you can understand customer engagement differently. 

Date and time range

Dates and times are displayed in local time, but the underlying data may be based on UTC. There are several places within Interaction Studio (segments, unified customer profile, campaigns, etc.) where you can adjust the date and time range to reflect the time period you are interested in. Some common times include:

  • Event stream: local time
  • Campaign scheduling: local time
  • Segments: UTC

See also: Timezones

Decay age

This defines the length of time a product or piece of content should remain marked as new.

Deep behavioral tracking

Gives a clear picture of each visitor’s true interests and intent based on different types of information including:

  • Situational data - such as a visitor's referring site, email or ad campaign source, IP address, geo-location, device type and operating system
  • Attribute data - collected from contact forms and survey responses on your site or from external databases such as a CRM, email marketing solution, or a data warehouse
  • Activity data - like pages visited, number and frequency of visits, and page-level of engagement based on mouse movement, scrolling, inactivity and time spent
  • Context - of each page such as category, brand, style, and keywords.


The number of times the message was dismissed using the close icon.

Dismissal rate

The number of dismissals divided by the number of impressions.

Display frequency

A message level rule that limits how many times the message should be displayed - either by a specific interval, all-time, or during the visitor's current visit.

Dynamic message content (DMC)

You can use dynamic message content to dynamically render product or visitor variables like location, name, and company. Dynamic message content is controlled on the Promoted Content tab in Message Settings.

Evergage Classic only

This definition of DMC is not applicable to customers using the Campaigns & Templates version of Interaction Studio.


Einstein Decisions

This feature gives you control over which factors will be trained in the machine learning models responsible for serving up recommendations. Once configured, Einstein Decisions analyzes these factors for each visitor to determine which promotions to show based on which will generate the most lift. 

Einstein Recipe

Recommendation strategy in Interaction Studio. You build recipes by adding together one or more ingredients - or the core algorithms driving the recipe - as well as exclusions, and boosters. You can create a variety of combinations to serve up the right content or products based on an individual visitor’s behavior and affinities on your site.


Any area on a webpage that can be selected on your site by Interaction Studio — whether that’s an image, a button, a textbox, an Interaction Studio message, or web copy — is considered an element. Interaction Studio automatically places a container around each element on the page, which helps you to identify and select each one. Interaction Studio assigns different colors and patterns to the element containers.

  • Green dashed line - Tracked fields and Actions, will have a green dashed line.
  • Orange dashed line - when you hover over an element and see an orange dashed container around it, this indicates that the element can be selected.
  • Solid orange - once you select it, the container becomes solid orange, telling you that the element is selected and editable, and that your mouse is inside it.
  • Solid green - when you move your mouse away from a selected element, the container turns solid green to indicate that you still have that element selected. Double click it to edit the element and make changes.

Evergage Classic only

This definition of element is not applicable to customers using the Campaigns & Templates version of Interaction Studio.

Email Campaigns

Using email campaigns you can leverage each individual’s unique intent and preferences to deliver true 1:1 personalized content within your email campaigns regardless of the email marketing or marketing automation system. Personalization is delivered each time an email is opened, this means that messages can account for a customer’s latest actions on your site, offer expiration dates, or even show product inventory levels - all in real-time.

Entrance actions

An option you can select in the Path report. This report shows the number of actions recorded for the page you selected in the drop down, the bounce rate for this page, and the path for that page.


This acronym stands for extract, transform, load and is the process used to pull data out of other systems and into Interaction Studio and push data out of Interaction Studio and into other systems. This type of data processing is often used to build a data warehouse.


Includes any interaction a visitor has with your site. An event is everything that a visitor does - a click, a page load, and a message view which is also called an “impression.”

Evergage Launcher

The Evergage Launcher is a Google Chrome browser extension you'll use to add personalization features to your website. Using developer created templates, you can create personalization campaigns targeted to specific groups, individual users, or events.


Allow you to specify what items you do or don’t want to show in your recommendation. For example, you can use Exclusions to tailor your recipe to avoid recommending products that are in the cart, and also use them to include items in the same category as what each visitor is currently viewing.

Explicit data

Data that is provided intentionally by the visitor like survey responses, purchase history, content downloads, or clicks.


You can create different personalization results within the same campaign using Experiences. For example, suppose you would like to create a campaign for first time visitors to your site, but you want to show different message to visitors from Boston and San Francisco because you have events coming up in those two cities. You would create 3 experiences in the same campaign: one for Boston visitors, one for visitors from San Francisco, and one for visitors from everywhere else. Then, you’d use rules to control the visibility of these experiences.

Experience-level rules

Control the qualification criteria of each experience based on things like location, page, and viewer specifics like segments, visit referrer, and browser.

External message content

Allows you to display content from a system outside of Interaction Studio. External message content is controlled on the Promoted Content tab in Message Settings.

Evergage Classic only

This definition of external message content is not applicable to customers using the Campaigns & Templates version of Interaction Studio.



Filters are created from segments or global goals. They can be applied to the data you see in campaign statistics and some reports. When you apply a filter, only the people who meet the filter condition will be included in the metrics. For example, you can compare how first time and repeat visitors performed for a campaign, so you can cater experiences to each group. Or, you can see if your campaign is performing well on all devices, or only mobile, or only desktop. In addition to any filters you configure for your dataset, there are a number of pre-existing – or default – filters that can used in reporting and campaign statistics.


A way to send structured, current, and up-to-date information from one system to another. Feeds are the pathway for sending files. Once a feed is configured, you'll be able to view and manage it from the Interaction Studio Feeds Dashboard.



This is a framework for customers, partners, and developers to more efficiently integrate Interaction Studio with other systems, take advantage of reusable templates, and access the rich analytics data stored in your Interaction Studio account.  

Global goals

These are primary actions you want visitors or users to complete on your website, SaaS app, or mobile app. For example, global goals could include things like: completed a purchase; added to cart; downloaded or viewed content; or completed a form. Global goals don’t need to be restricted to online actions. Since global goals are created from segments, which also consider any offline data you have sent to Interaction Studio, you can also include offline goal metrics. Once a Global goal has been created, you can view how any campaign is performing against that goal. Applying global goals to a campaign gives you a broader view of the effects of a campaign beyond the immediate metrics.



Before you create your campaign, you should consider your business goals and develop a test, or hypothesis, so you can determine how to craft a personalization campaign to support your goals. Your hypothesis should answer the questions:

  • “Why are we creating this campaign?”
  • “What are we hoping to achieve?”
  • “How will we measure success?”



The aggregation of all of the known information about a customer or an account gathered through on-line and off-line implicit and explicit data, and stored within a Unified Customer Profile in Interaction Studio. Since the same person or account could be identified in a variety of ways by a variety of different systems, Interaction Studio is able to hold multiple identities in the same profile, matching each against a hierarchy of identities, then merges these different profiles together according to customizable prioritization logic.

Campaigns & Templates only

The identity system is not applicable to customers using the Evergage Classic version of Interaction Studio or for Campaigns & Templates customers whose datasets were created before October 24, 2020. 

Implicit data

Information that is tracked by Interaction Studio as a visitor moves around on your site. These are things like pages viewed and time spent on a page.

Implied (or Contextual) data

Data that is passed to Interaction Studio when a visitor lands on your site based on the visitor’s IP address and referring source. These are things like geographical data and device type.


How many times the campaign was seen. This may be greater than the number of unique visitors since they may see a campaign more than once.

Influenced reporting

Available on the Reports Dashboard, you can see the influence of web recommendations and email campaigns on revenue, orders, visits, AOV, and conversions.

Infobar message

Type of message that appears in the header or footer of the page.


The core algorithms driving a recommendation recipe. You can think of Ingredients as the engine that determines which items are returned for the recipe. You can use multiple ingredients in a recipe, or use alone, to return the most effective recommendations for your visitors.

Inline message

Way to seamlessly add content or messages within the existing structure of the page.

Evergage Classic only

This definition of inline message is not applicable to customers using the Campaigns & Templates version of Interaction Studio.


Your Interaction Studio server identifier. To find your instance, navigate to Gears from the main navigation. The beginning of the Gears URL includes your instance. For example, if your Gears URL is, then your instance is us-1.

In-Store / In-Branch

Refers to kiosks, POS systems, clienteling and mobile apps that help unify an in-store experience with a digital experience. Interaction Studio can pass data including messages, offers, and recommendations to these systems to help personalize a customer's in-store or in-branch experience.

Item blocks

An element type that can be used to easily deploy product or content recommendations to any web page. Rather than designing your own dynamic content and styling the message yourself, you can insert an Item Block element to easily add a preformatted layout to your message. It is a container for content - similar to how a picture frame is a container for a photograph or piece of art.


Provides an overview of content views and product purchases for top performing products, blogs, or articles, as well as product brands, styles, and categories.

Item templates

Item Templates are configured in the Catalog tab using simple HTML. Item Templates work in tandem with Item Blocks. The Item Template defines how a product or piece of content, and its related details, should be displayed. You customize your Item Templates to match your existing brand guidelines. For ease of use, you can create more than one template. Item templates are the content displayed inside an item block - similar to how a photograph or piece of art is displayed inside a picture frame.


JavaScript Beacon

A snippet of code provided to you by Interaction Studio that you add to your site. The beacon places a first party cookie on each visitor’s browser and sends data for that visitor back to Interaction Studio. The data sent back includes pages visited, links clicked, time on the site, number of visits, geolocation, referral source, as well as other custom data you want collected.



The number of days you want the recipe to look back at the visitor’s history. When deciding how far you’d like to look back, think about what will support your product and content catalog and business goals. To look at today only, enter a value of 0. Specify up to a maximum number of n days (the maximum allowed in the Einstein Recipe tool).



The content the visitor will see if he qualifies to see the campaign, the experience, and the message itself. A message is contained within an experience and you can have more than one in an experience. For example, you could create a different message for visitors depending on whether they are using a mobile device or a desktop computer. You would use rules to control who sees which message.

Message-level rules

Control message visibility based on viewer device type, visit frequency, and user behaviors like time on the page and page scroll behavior by applying rules at the message level of a campaign.

Evergage Classic only

This definition of message-level rules is not applicable to customers using the Campaigns & Templates version of Interaction Studio.

Message types

There are four types of messages you can create in Evergage Classic.

  • Pop-up, which, as the name implies, pop-up on a visitor’s screen
  • Infobar, which appear in the header or footer of the page
  • Callout, which draws attention to a particular area or feature on the page
  • Inline, which seamlessly adds content or messages within the existing structure of the page.
  • In addition, you can make page changes to your site directly within an Interaction Studio campaign.

Evergage Classic only

This definition of message types is not applicable to customers using the Campaigns & Templates version of Interaction Studio.

Minimum view time

You can configure the minimum amount of time a visitor must spend viewing an item to be considered interested in it. The default is 30 seconds.

Most recently published ingredient

This algorithm uses the published date captured in the Catalog. Use this algorithm to prioritize the most recently published items or content on your site.

monthly unique visitors (MUV)

The monthly total number of unique visitors, which consists of:

  • Web or App SDK visitors
  • Transaction ETL
  • User ETL
  • Profile Object ETL
  • External Email Campaign Event ETL
  • Event API (any that are stitched by identity across two or more of these sources would count as 1 MUV)

In general, MUV is the total number of unique known and unknown visitors who visited a website or any other available channel during the reporting month. The Interaction Studio edition includes a maximum number of MUVs. Your limit is calculated as the average MUV for the past 12 months of your contract period. Here’s an example of an MUV annual calculation:

  • Suppose a website or mobile app has two million MUVs in January, four million MUVs in February, and three million MUVs in the remaining 10 months of the year.
  • The MUV for the website from January to December is three million and is an average of the MUVs for the previous 12 months: (2M + 4M + (10 x 3M)) / 12 = 3 million MUVs


named individual profiles

The monthly total number of named profiles, which consists of:

  • Web or Mobile App SDK visitors (minus anonymous Web and Mobile App SDK users)
  • Transaction ETL
  • User ETL
  • Profile Object ETL
  • External Email Campaign Event ETL
  • Event API (any that are stitched by identity across two or more of these sources would count as 1 MUV)


On-page behavior

You can add a rule to define what must occur in order for the message to be displayed. For example, you could configure the message to be delayed on the page and have it display only after the visitor has spent a specific amount of time on the page, or only display the message after the visitor has scrolled down a specific percentage of the page, or only display if the visitor has been inactive on the page for a specific amount of time, or if the visitor is showing signs of bouncing away from the page.

Evergage Classic only

This definition of on-page behavior is not applicable to customers using the Campaigns & Templates version of Interaction Studio. On-page behavior rules are controlled at the template level for Interaction Studio Web Campaigns.


The number of orders placed by visitors who saw a campaign experience during the attribution window. These are not only product orders, but are considered by Interaction Studio to be a goal completion on your site - product purchases, content download registrations, form submissions, newsletter signups, and other goal completions.

Outlier filtering

If you’ve configured outliers in Catalog Setup > Settings, you can exclude outliers in Campaign Statistics by switching Outlier Filtering to ON. For example, suppose a visitor placed an exceptionally large order - which was far above the expected deviance from the average order value - this order could skew the statistics for your campaign and you may want to exclude orders outside of the general range you’ve configured. Outlier filtering is retroactive.


Page load actions

These occur when a user visits a particular page on your site or in your application.

Evergage Classic only

This definition of page load actions is not applicable to customers using the Campaigns & Templates version of Interaction Studio.


Details which pages on your site people enter on arrival and where they go next so you can better target your communications and content strategy. For example, if people are abandoning a demo request form, and you can see that they are going to any one of four other pages, messaging them about the demo on those four pages will help increase demo sign ups. Also, if no one enters your site on the homepage, posting a “Getting Started” video on that page might not be the best approach.


A report that enables marketers to gain insight into the the flow of visitors as they navigate through your site. This report also includes bounce rate information.


A type of activation, the premise of personalization is understanding your visitor’s mindset and intent so you can create the best experience for each visitor as soon as he lands on your site, or opens your email.

Popup message

Type of message, which, as the name implies, pops-up on a visitor’s screen.


Within Interaction Studio, promotions (which are also known as offers) are images that include some type of call-to-action or incentive designed to encourage visitors to click through for more details. These promotional images are frequently included within machine learning-driven campaigns (e.g., Interaction Studio’s Einstein Decisions algorithm), and can be deployed on a web page or within an email.


Real time

Actions occur in less than 20 milliseconds in Interaction Studio. This means that as your site or app visitors or email recipients make different choices, or as their behavior changes, Interaction Studio responds instantly and seamlessly to deliver personalized experiences to each one. This instant response is the root of real-time personalization or RTP.

Real time interaction management (RTIM)

Real-time interaction management, or RTIM, is the ability to capture real-time consumer insights, and then use them to bring true personalization to every interaction with your brand—all in an instant. RTIM is an essential tool for marketers ready to take the consumer experience to the next level.RTIM makes advanced personalization possible. With RTIM, marketers can coordinate interactions across owned channels for a seamless, connected consumer experience. Consumers receive the next-best action or offer at the exact moment that it’s likeliest to inspire action.

Recent visitors

All of the visitors who have been to your site since the beacon was activated, updated in real-time. A green dot indicates a visitor who is using your site right now.


Algorithmic configurations designed to present products and content to individual visitors based on their unique preferences.

Recommendation campaigns

These types of campaigns display information to people based on their unique preferences driven by a set of algorithms. Typically, these campaigns are used to deliver product and content recommendations.

Referring sources

Details how people arrived on your site so you can customize your messaging for each visitor. You can quickly see key statistics about visitors referred from top sources including referral percentage, number of visits, and revenue. Hover over the graph to see date, time, and revenue detail. Switch to the list view to see information like bounce rate, average visit duration, average number of pages viewed, as well as average and total revenue.

Relevancy retained

This allows you to configure how long a product or piece of content will be included in recommendations. This factors in the amount of time set for the Decay Age. For example, if you enter the decay age as 48 hours, and you set the Relevancy Retained to 50%, that means that after 48 hours have passed, the recommendation score Interaction Studio uses to determine which items to return will be reduced to half of what it was at the moment the item was published. In other words, if the original score was 1, after 48 hours, the score will be .5, and it will remain .5 from that point forward.

Results filter

You can apply a results filter when looking at Campaign Statistics. There are several default filters listed in the drop down in addition to any global goals you’ve set. Once you have selected the filter, the campaign statistics will recalculate to show the performance of the campaign only for the visitors from the selected filter.


Amount of revenue generated from the people who saw the campaign and then made a purchase or a download during the selected attribution window. In reports, the Revenue statistic shows daily revenue totals and a summary of the revenue generating activities happening on your site.

Revenue per user

Total revenue generated divided by the number of visitors who saw the campaign experience and then made purchases or downloads during the selected attribution window.


Control how a campaign, experience or message shows based on certain criteria.

Rule-based test mode

Allows you to deliver specific experiences to specific groups or segments of people based on who they are or where they are in your site or app. The simplest way to think about rule-based testing is with IF/THEN statements. IF a person falls into segment A, THEN show him experience A. IF a person falls into segment B, THEN show him experience B, and so on.



Real-time grouping of accounts or individuals based on a set of criteria you define. You can use segments for many things including analytics, campaign goals, and even to set parameters for rule-based campaigns. Segment updates happen in real-time, so any membership changes occur immediately, even during the same visit. Segments can be user or account based.

User segments - Segments of individuals who visit your site or log into your application

Account segments - Are available when you have B2B detect configured for your site. They are segments of companies and are typically used to target visitors coming from a particular organization

You can use segments declared as filters can be utilized to filter important reports. Segments declared as goals can be applied to campaigns for measuring lift. For the sake of reporting, goal segments will also be considered filter segments.

Server-Side Campaigns

Server-side campaigns integrate Interaction Studio testing and personalization at the server to server level. 

It works like this: Your servers call the Interaction Studio server-side campaign API, providing information about the visitor (typically user ID). With that information, Interaction Studio handles the campaign logic and returns recommendations and other campaign data (in JSON format) that applies to that visitor. Your server is responsible for handling the JSON and building the message to show the visitor, as well as calling the appropriate action tracking APIs to track campaign impressions and clicks. While Interaction Studio handles the campaign logic, a developer is required to write the code to call the appropriate APIs and provide Interaction Studio with the necessary information about the visitor viewing the campaign.

Similar items ingredient

This algorithm will return recommendation results for products or content that are similar in nature to the item the visitor is currently viewing or has placed in the cart. The Similar Items ingredient is commonly used on a product display page to help visitors discover more products. Often, you'll see it at the bottom of the page with a label like "Other Similar Products".


The Interaction Studio Sitemap system is a configuration driven integration layer that is deployed by and executes within the Interaction Studio beacon. A "sitemap" is developed to integrate with a specific site using the APIs provided, which map key business objects into Interaction Studio through event capture. This can include page type information and catalog items, supporting the ability to understand user interests against the catalog. It includes items such as products, article content, and categories, and can also include custom dimensions (categorical information about items with custom attributes). See the Interaction Studio Data Model for more details. Situational data includes data such as a visitor's referring site, email or ad campaign source, IP address, geo-location, device type and operating system.

Campaigns & Templates only

This definition of sitemap is not applicable to customers using the Evergage Classic version of Interaction Studio.

SmartBundle ingredient

This is a merchandising algorithm. It looks at products which are bought together in the same cart and returns recommendations based on explicitly defined categories. With this ingredient, Interaction Studio will recommend paired items that are commonly bought together. For example, if the visitor is viewing men’s dress shirts, show items in the “tie” category.

Soon to expire ingredient

This algorithm uses the expiration date captured in the Catalog. Use this ingredient to prioritize items that are about to expire.

Statistical significance

Measure of how certain you can be with the reported lift. A metric is determined to be statistically significant based on a number of factors built into Interaction Studio algorithms.


Target pages

You can add a to rule to define where the campaign or message should be displayed. For example, you could set a rule so the campaign only appears on the desired pages and does not appear on any pages where it should not appear.

Technology report

Provides insight into the types of browsers and devices your visitors are using when they view your site. It is important to understand this information so you are aware of how your visitors are interacting with your site so you can set-up your campaigns accordingly. For example, knowing whether visitors are accessing your site from a mobile device will help you determine if you should be developing campaigns for mobile browsers.


Determines the point at which the visitor is considered affine for the booster. The slider has five positions with the first position being the lowest weighting and fifth, the highest. In basic terms, you move the slider to specify how much a visitor needs to interact with the selected affinity to be considered affine and boost products from that Affinity. Once the visitor meets that threshold, Interaction Studio will boost products within that Affinity.


Times in Interaction Studio are shown in your local timezone, but are stored in Coordinated Universal Time (UTC). UTC, which is a standard and not a timezone maps to Greenwich Mean Time (GMT) which is a timezone. This means that when you read a timestamp, it is shown in your local time. There are several things to be aware of when analyzing data or selecting dates for reports or campaign statistics:

  • If a visitor enters or leaves daylight savings time (DST), the configured time can move by one hour
  • Many activities in Interaction Studio are aggregated at day or hour boundaries. Since these buckets are defined in terms of UTC, you could see a day bucket that begins and ends at 8PM EST, since that is midnight UTC
  • When you specify a specific time or see a displayed time, it is in your browser's timezone, however if you specify a date range, includes midnight GMT to midnight GMT and includes the start and end days
  • Exported data lists times in UTC


During training, the recipe reviews all of the implicit and explicit data that Interaction Studio is continuously collecting about each visitor, learns about the different data points, and compiles the ingredients, or algorithms, that will power the recommendation.

Traffic sources

Informs you where your visitors originated from before they came to your site. This includes other sites like social media, search based on search terms entered, and other types of web sites.

Trending ingredient

Use this algorithm to recommend products or content based on what is trending on your site right now. You can define this ingredient to display items or content based on the highest number of purchases or downloads, the most revenue generated, the most views, or the most amount of time spent viewing.


Triggers are specific events like visitor actions, cumulative behavior, or environmental changes that Interaction Studio can take action on to send an email or perform some other activation (like personalization).


Unified customer profile

Visual representation of all the data about a single visitor including preferences and affinities. You can roll this up to the account level so you can see the relationship between visitor behaviors at the same account.

Unique visitors

Number of tracked individuals who have seen the campaign.


A visitor to a Client website.



A visit starts from the first page view and ends after the user reaches 30 minutes of inactivity on the site. For example if a user visits the homepage for the very first time, and then leaves and returns to the site 29 minutes later, the page views will still be considered part of the first visit. This is important to keep in mind when testing campaign targeting rules based on visit count.


Counts all visitors’ sessions on your site, regardless of how many times the same visitor may have been to your site.


Represents the individual user or visitor to your site. In reports, the visitors statistic shows you the number of unique daily visitors and the number of visits during the set timeframe. You’ll also see an indicator showing whether traffic is up or down, where visitors are coming from, and whether they are known or anonymous users

Visual Editor

Google Chrome browser extension that overlays campaign creation and editing on your website or application. The Visual Editor makes it easy to “see” your edits since they appear on your site as you create your personalization messages. 

Evergage Classic only

This definition of page load actions is not applicable to customers using the Campaigns & Templates version of Interaction Studio. Campaigns & Templates web campaigns are created using the Evergage Launcher



One of the key things you can configure for every ingredient is its weight. Every item returned by an ingredient has a weight, and items that have the highest weight will be displayed first by the recipe. You control how the ingredient will be weighted against the other ingredients in the same recipe by increasing or decreasing the weight and the importance of items returned by an ingredient. Interaction Studio then multiplies the scores for the items returned for the ingredient by the assigned weight, and displays the top weighted items. Since the recipe will attempt to return items for the ingredient with the highest weight first, give your highest priority ingredient the highest weight.

Web campaign

During the web campaign development process, a business user can modify configurable inputs in a web template to create and deploy 1:1 personalized interactions. When a business user creates a new campaign and selects a template, s/he then completes the inputs available for that template, adds qualification criteria rules, and then publishes the campaign. The published campaign is visible to visitors that qualify based on the testing and targeting logic you set when you create the campaign. For example, suppose you want to create an infobar promoting free shipping and returns. You would create a campaign, add the infobar template, complete the inputs specific to that template, add any qualification rules, and publish the campaign.

Campaigns & Templates only

This definition of web campaigns is not applicable to customers using the Evergage Classic version of Interaction Studio.

Web campaign experience

An experience is just as it sounds - it is the "experience" a visitor has with a particular web personalization or activation campaign. You can use experiences to create different personalization results within the same campaign. For example, suppose you would like to create a campaign for first time visitors to your site, but you want to show different copy and images to visitors from different geographical regions or different industries. Using one campaign, you could create separate experiences, each targeting a different subset of your website visitors. Then, you’d use rules to control the visibility of each experience.

Web campaign & experience rules

These control the visibility of a campaign to individuals and audiences. There are many combinations of rules, which are documented in Use Targeting Rules for Web Campaigns, and they can be used regardless of the testing type you use for your campaign

Campaigns & Templates only

This definition of web campaign & experience rules is not applicable to customers using the Evergage Classic version of Interaction Studio.

Web template

A Web template offers a developer-built, fully QA'ed, repeatable framework that you can use to create web personalization campaigns. Templates define what a campaign can render, such as promotional assets, product recommendations, message copy, and images. It also defines what campaign creators can configure, such as the algorithms powering the recommendations, message copy, and call to action copy, or even the presence of a CTA button.

Campaigns & Templates only

Web templates are not applicable to customers using the Evergage Classic version of Interaction Studio.