Interaction Studio Knowledge Base
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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.

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. 

This Article Explains

This article details how to configure and manage datasets. 

Sections in this Article

You can use datasets in different ways:

  • Set up a test dataset to monitor your QA or Staging environment and a production dataset to monitor your live product or site.  This will keep real customer data separate from the data generated by testing
  • Separate data from different business units with different customers
  • Track your website separately from your SaaS application
  • Interaction Studio Developer Documentation includes more information about dataset design


Manage Datasets

Dataset Limit

There is a limit of 20 datasets per account.


  1. Log into Interaction Studio as an administrator or with "Configure Dataset" permissions.
  2. Click the avatar icon in the top right corner of the window, or click on the dataset indicated at the top of the screen (for example, "Engage").
  3. Select Manage Datasets.
  4. Click any column name to sort by that column.




Add a Dataset

  1. In Manage Datasets, click +Dataset.
  2. Enter the ID, which is the unique identifier for the dataset.
  3. Enter the Name, which is the display name for the dataset.
  4. Enable Track Accounts to track sites or applications that group users by accounts, otherwise the dataset will track only users. 
  5. Confirm the information you enter is correct because after you create a dataset, you can't edit it.
  6. Click OK to create the dataset.


Export a Dataset

You can export all of the data included in the dataset. This will give you raw data for all of the events and data that Interaction Studio collects on your dataset which can be helpful for diagnosis. You can adjust the time period for the export to get the specific data you need. 

  1. In Manage Datasets, click the Export Events icon.
  2. Set the Start and End dates.
  3. Add a User Filter to restrict the data export to users or accounts with the specified ID.
  4. Set the Limit to restrict the amount of data returned in the export.
  5. Select the Format as CSV or JSON.
  6. The default Separator is comma; change it as needed.
  7. For CSV files, Quote Char will appear around all fields.
  8. Add Fields to restrict export to specific fields. If none are included, all will be exported.
  9. Select Include Formatted Date and Time as needed to include a timestamp next to each event
  10. Click OK.

Clone a Dataset

If you have a similar site that you want to add a dataset to, instead of recreating all of the settings, you can clone an existing dataset.

  1. In Manage Datasets, click the clone icon with two layers squares for the dataset you want to clone.
  2. Enter the ID, which is the unique identifier for the dataset.
  3. Edit the Name, which is the display name for the dataset.
  4. Click OK.


NOTE

Campaign Templates and Gears do not get cloned.

Delete a Dataset

You can remove a dataset from your implementation. After a dataset is deleted, all data gathered for the dataset is also deleted and cannot be recovered.

  1. In Manage Datasets, click the trash can icon for the dataset you want to delete.
  2. Click OK.