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.
Data brought in and stored in a user profile object is available to leverage in segmentation and campaign targeting. The two out-of-the-box rules, Object Aggregation and Object Match, allow business users to leverage any data stored on a profile object for driving improved cross-channel personalization.
Accessing Profile Object Rules
Profile Object rules are available in segmentation and campaign targeting. To access the rules, simply follow these steps:
- Open the user segments screen and select a new segment
- In the drop-down, select gears
- In the 2nd drop-down to the right of Gears, hover over Profile Objects in the mega-menu and then select either attribute calculation or object count to open up the associated rule logic
- Profile Object campaign rules are only available to clients leveraging Interaction Studio's campaigns and templates system
- Profile Object rules will appear alongside the other campaign rules in the rule drop-down menu
Profile Object Rules in Segmentation
Profile Object Rules in Campaigns
Understanding Profile Object Rules
The two out-of-the-box rules that are available are detailed in the table below.
The maximum number of conditions that a single object rule can contain is 20 conditions.
|Rule Name||Rule Description||Example Rules|
Analyze/evaluate integer and decimal profile object attributes across objects of the same object type.
For example, if you have a lease profile object with an attribute of mileage, and a profile has multiple leases, this rule allows you to apply logic against that attribute that spans across the multiple lease objects available.
Note: This rule can only be used for profile objects that have an integer or decimal attribute applied on the object definition screen. For information on how to configure profile object attributes, reference this article
Example 1: Lease mileage max is less than 50,000 for objects matching no specific conditions
Example 2: Lease mileage average is between 25,000 and 50,000 for objects matching all the following conditions:
Example 3: Mortgage interest rate average is less than .08 for objects matching no specific conditions.
Find users with objects that meet a certain set of criteria for targeting/analysis purposes.
For example, if you have a lease profile object, you may want to find all the users that have at least 1 lease that satisfies a set of conditions like:
Note: Unlike the object aggregation rule which looks across objects of the same type, the object match rule looks at individual objects on user profiles to see if they match either any or all of the conditions outlined in the rule.
Example 1: Lease count is at least 1 satisfying all of the following conditions:
Example 2: Mortgage count is at least 1 satisfying all of the following conditions
Example 3: Support case count is greater than 2 satisfying any of the following conditions: