Interaction Studio Knowledge Base
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  • Help Content has moved. Help documentation for Marketing Cloud Personalization is now published in Salesforce Help. Starting February 1, 2023, the doc.evergage.com site will no longer be available.
  • New Name: 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.  

You should always test your campaigns before you publish them to ensure they display the way you intended. Once you are confident that your campaign looks the way you want it to and will display to the right audience, you need to publish your campaign to make it live for your intended audience.

Your dataset must be on beacon version 16 or greater and have campaign editor or higher permissions to perform the actions outlined in this article.

This Article Explains

This article details how to enable testing for a campaign then how to publish your campaign when it is ready to be seen by qualified visitors. 

Sections in this Article

Test a Campaign Experience

Although you can see your campaign render as you make campaign changes, you can also test each campaign experience to see how it will appear outside of the Evergage Launcher extension. Testing the campaign experience will force the experience to render for your user, regardless of whether you meet the qualification rules at the experience or campaign level. Experience testing is intended to allow you to review the campaign's look and feel on the page.

  1. While editing your campaign in the Salesforce Interactions SDK Launcher Chrome Extension, click next to the experience you would like to test.
  2. Click Test.
  3. Your site will open in a new browser tab with the campaign experience visible on screen.
  4. Note that the experience ID is added as a query parameter at the end of the URL, in the format evergageTestMessages=[EXPERIENCE_ID].



Test a Campaign in Campaign Testing Mode

If you want to test the entire campaign to ensure that the qualification and targeting rules work as expected, you can use campaign testing mode to review your work. Campaign testing mode adheres to all campaign- and experience-level rules (including A/B testing setup), essentially functioning as is the campaign was published and being rendered for your user. This means that there is a chance your user account may not be eligible to see the campaign so you won't see anything displayed on the screen. This does not mean that the campaign is not working, since it may be simply that you didn't qualify to see it either due to campaign or experience rules, or being added to the campaign or experience control group.

  1. Log into Marketing Cloud and Interaction Studio.
  2. Open a new tab with your site open and click the Salesforce Interactions SDK Launcher Chrome Extension.
  3. Enable the Campaign Debugger on the Chrome extension.
  4. The Evergage Tools tab will appear to the right of the browser window.
  5. In Search Campaigns, enter the campaign name you wish to test.
  6. Select the campaign.
  7. Enable Testing Mode using the toggle switch.
  8. Click Apply.
  9. Your site will reload with the campaign, applying all campaign- and experience-level rules. Note that the campaign ID is the query parameter at the end of the URL, in the format evergageTestMessages=[CAMPAIGN_ID].
  10. Confirm that the campaign looks and behaves as you intended before publishing.


 

Publish a Campaign

Once you have thoroughly tested your campaign, you need to publish it to make it visible to qualified site visitors. The process for publishing a campaign can be done on the campaign list page or while editing the campaign.

  1. Save any changes to the campaign you are editing in the Salesforce Interactions SDK Launcher.
  2. The SAVE button will dim to let you know all changes have been saved.
  3. Slide the toggle to PUBLISHED.
  4. You will receive a confirmation message that the campaign was published.
  5. To disable a campaign, slide the toggle to DISABLED.
  6. Again, you will receive a confirmation message that the campaign was unpublished.