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.
Interaction Studio user or account-level attributes can be used collect data for use in segmentation, reporting, or in integrated third party systems. For example, if you created a form in Interaction Studio, you can assign each field to an already created attribute. Depending on the configuration of your dataset, this attribute will either collect the data for availability in reporting, or can write it back to the third-party integrated system.
Create a User, Account, or Survey Attribute
Enter Attribute Information
Enter or select the following information:
Name - name of the attribute which cannot be changed
- Note: the same attribute name cannot be used on both a user and an account attribute
Label - add a descriptive label to an attribute which will appear in places like the Unified Customer Profile
Type - select either String, Integer, Decimal, Date, Boolean, Object, or Multistring
Identity Attributes Types must be String
Classification Override - select either
Sensitive - the attribute will be displayed only to those with Editor with Export or higher permissions and cannot be used in a campaign. Those with lesser permissions will see ******* in place of a value on the Unified Customer Profile and segment list screens. Additionally, email address fields (specifically named "emailAddress") will not be searchable
Personally Identifiable - the attribute can be viewed by anyone, but cannot be used in a campaign
Non-Sensitive - the attribute can be viewed by anyone and used in campaigns
Clickto save or to cancel
Attribute Update Logic
You can use multiple sources to update attributes. Attributes retain values from authenticated sources such as ETL or Channel: Server (/authevent API) over lower priority sources, such as the web.
Attribute updates have the following order of priority to determines which value to retain:
- Authenticated source: ETL and channel Server in the authenticated Event API (/authevent endpoint) are prioritized over unauthenticated sources such as web, mobile, and non server-side events.
- An attribute value sent in via an unauthenticated channel will not overwrite the value set by a trusted channel. For example, an attribute value from ETL will not be overwritten by an update from the web - even if the web attribute update has a more recent timestamp.
- Trusted channels can overwrite each other. The timestamp is used to determine which attribute is kept when deciding between two values that are both from authenticated channels. For example, an attribute value set via Channel: Server can get overwritten by an attribute value provided via ETL (if the timestamp is more recent on the ETL attribute update).
- Unauthenticated Sources: Unauthenticated sources are prioritized behind authenticated sources and will not update an attribute that has been set by an authenticated source. The timestamp of the update determines the priority for all other sources, such as web, mobile, and non-server-side event API updates.
Change or Delete an Attribute