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Interaction Studio is designed to streamline usability and makes it easy for you to find what you need.

This Article Explains

This article will detail how to log into and navigate Interaction Studio.

Sections in this Article

Before you can access Interaction Studio, you will need your Salesforce Marketing Cloud administrator to set up your account. Instructions for that process can be found in Grant Interaction Studio Permissions in Marketing Cloud. The instructions below assume that you have already been set up.

  1. Log into your Marketing Cloud account as a user with Interaction Studio access permissions
  2. Select Interaction Studio from the top navigation
  3. You will only have access to the capabilities your Interaction Studio administrator assigned to you for a particular dataset. That means that you might have access to create and publish campaigns on a testing dataset, but only have access to view campaigns in a production dataset. Contact your administrator to make adjustments to your permissions


If you are using a legacy version of Interaction Studio (formerly Evergage) that is not accessed through Marketing Cloud, you can still log into your account, but the process is a bit different.

  1. In an up-to-date browser, navigate to your Interaction Studio account URL, which is typically in the form of yourcompany.evergage.com. For example, if your company was Salesforce, the URL would be salesforce.evergage.com. You should have received this account URL in the Interaction Studio account activation email you should have received from your administrator
  2. Enter your Interaction Studio username and the password you set up after you activated your account
  3. You will only have access to the capabilities your Interaction Studio administrator assigned to you for a particular dataset. That means that you might have access to create and publish campaigns on a testing dataset, but only have access to view campaigns in a production dataset. Contact your administrator to make adjustments to your permissions


The navigation menu is on the left. Submenus appear when you hover or click a main navigation item (like Reports). 

The Channels & Campaigns section organizes the different touch points where you can interact and communicate with visitors and customers into Web, Server-Side, Mobile, Email Email, and Third Party. You can access campaigns and campaign-related resources by hovering over or clicking a specific channel in the left-hand navigation menu.

You can access user and account segments in the Audiences section of the left-navigation menu. User Segments shows you existing segments and gives the option create new ones. Details about the segment are listed below the segment list. All Users shows you a list of all visitors to your site, including active visitors indicated by.

You can switch to a different dataset by using the selector in the gray bar at the top of the application, just to the right of the Interaction Studio logo. Many customers have only one dataset, but if you personalize multiple digital properties, you likely have to change datasets.

The date picker offers several standard date ranges: past day (beginning at midnight UTC), past week, past month, or past quarter. You can also select a custom range by dragging your mouse over the time period or using the arrows at the top to navigate to a start and end date. If you select a Custom Range, click APPLY to run the query and see the changes.

You can export campaign statistics to a CSV file right from the Campaigns list screen. Select the channel, select a campaign, and then click  to automatically download the file.

You can quickly access your product and/or content catalog, along with subsets of the catalog like brands, authors, item classes, or content classes, by mousing over Catalog on the left navigation.

See where you are and get up a level quickly by using the breadcrumb navigation at the top of the application window