Update Your Launcher Extension by 12/31/2021
The Salesforce Interactions SDK Launcher replaces the Evergage Launcher and is now available in the Salesforce Chrome Store. With the new SDK Launcher, your Salesforce CDP users now have access to a sitemap editor. There's no change to functionality for your Interaction Studio users.
When: The Evergage Launcher extension expires on December 31, 2021.
Where: This change applies to the Interaction Studio Campaigns and Templates system. With Interaction Studio Classic, use the existing Evergage Visual Editor Chrome extension.
Time Your Campaign Launch with Campaign Scheduler
Use the Campaign Scheduler to select the dates and times that your web and server-side campaigns show to qualified visitors. Campaign Scheduler rules are similar to campaign qualification rules. You can schedule campaigns to run between dates, on days of the week, and hours of the day.
Where: This change applies to the Interaction Studio Campaigns and Templates system.
How: From a web or server-side campaign, in Campaign Targeting, click >, then Add Rule. Select Date Range or Time of Day and the configuration options that fit your campaign.
Permit Connections to Your Data Warehouse with an IP Allowlist
Use the Data Warehouse IP Allowlist to improve system security and help prevent unauthorized access to your Interaction Studio Data Warehouse. After an administrator adds an IP range, Interaction Studio permits connections only from the IP ranges on the allowlist. If your allowlist is empty, Interaction Studio doesn’t accept connections from any IP address.
Who: To add IP addresses to the Data Warehouse IP Allowlist, you need administrator permissions for Interaction Studio.
How: From the main navigation, select Security, then Manage Data Warehouse. On the Data Warehouse IP Allowlist tab, add an IPv4 or IPv6 range in CIDR notation and include a short description.
Improve System Security with an SFTP IP Allowlist
Use an SFTP IP Allowlist to improve system security and to help prevent unauthorized access to your SFTP account. After an administrator adds at least one IP address or range, Interaction Studio permits connections only from the IP addresses and ranges on the allowlist. If your allowlist is empty, Interaction Studio permits connections from any IP address.
Who: To add IP addresses to the SFTP IP Allowlist, you need administrator permissions for Interaction Studio.
How: From the main navigation, select Security, then Manage SFTP Configuration. On the SFTP IP Allowlist tab, add an IP address or range in CIDR notation and include a short description.
Customize the Customer Journey with Interaction Studio Journey Builder Activity
With Interaction Studio Journey Builder Activity, you can customize the customer journey using Interaction Studio customer identities, attributes, and actions. Journey Builder alerts Interaction Studio that a customer is on a journey. Then, Interaction Studio customizes any digital touchpoints that each customer has with your brand, including your mobile app, website, and call center. And it connects these interactions to ensure a connected customer experience.
Where: This change applies to Professional, Corporate, and Enterprise Editions of Marketing Cloud since the feature is available in Journey Builder.
Who: To use this feature, you must have Interaction Studio User/Account Profile Create/Edit permissions and Journey Builder Automation Create, Edit permissions.
Now you can use more than one identity attribute in your Serverside Event API requests to get more flexibility when you configure Serverside campaigns. Previously, you configured requests to include one identity attribute for lookup and merge.
Why: Any identity attributes that you now provide in the request are used in lookup and merge. And you aren’t required to pass a default identity as user ID in the Serverside Event API. Instead, you can pass identities as user attributes to Interaction Studio.
Where: This change applies to Premium Edition.
The Interaction Studio Multiple Identity System now has another built-in identity for export or merge. Profile ID is the new system-generated ID for each unique and known customer profile that gives you more flexibility when you set up your identity system.
Where: This change applies to Premium Edition.
You can now extend profile data storage by configuring Profile Objects containing user-specific or business-related catalog information. User Profile Objects increase customer access to existing data storage mechanisms for user profiles and provide a rules framework to help you use this data for segmentation and campaign targeting.
Why: Profile Objects eliminate the distinction between Item Types and Dimensions. And Catalog Objects now avoid the mistaken assumption that there’s a parent and child relationship between items and dimensions.
Who: To use this feature, you must have Configure Catalog and Profile Objects permissions.
Catalog Objects (Updates to Existing Catalog System):
- Catalog Set-Up screen moving to Settings > Catalog and Profile Objects
- Removing separation of Item Types and Dimensions to be simply “Catalog Objects”
- All catalog items on the catalog and profile object set-up screen will be grouped under Catalog Objects
- Concept of “Dimensions” changing to “Related Catalog Objects”
- All ETLs and sitemaps that use Dimensions will continue to function (update is backwards compatible)
- Dimension ETL being deprecated and replaced with Catalog Object ETL
- Any existing dimension ETL’s that are running will continue to function
- Cardinality now defined at the relationship level instead of at the object level
Track user behavior in Experience Cloud to enhance the user profile in Experience Cloud and other marketing channels. Personalize across all marketing channels in the Experience Cloud platform. Drive a better customer experience while collecting and tracking key user behaviors. Understand your customer and inform experiences across all your marketing channels.
Set aside three hours to complete this integration, which is available to all Growth and Premium Interaction Studio customers with Enterprise, Performance, Unlimited, or Developer Editions of Experience Cloud. Install and use Salesforce CLI to make the integration process easier. Read the solution kit for detailed instructions on how to:
- Deploy Interaction Studio lightning web components such as Data Capture and Personalization to the Experience Cloud organization.
- Add Data Capture and Personalization components to the Experience Cloud website.
- Configure the Interaction Studio sitemap and web templates to work with Data Capture and Personalization components on the Experience Cloud website.
- Understand which Interaction Studio use cases can be accomplished in Experience Cloud.
Nested Segments to leverage standard segments to build more complex logic into your segments. With this feature, you can add other segments as rules when building a segment. When building a new segment, you can include or exclude the audience identified in another segment.
Available in the in-app Interaction Studio Template Editor for both server-side and web templates, template developers can use the Template Simulator to preview the payload returned for a template based on selected values. A template developer can use the Template Simulator to test and understand the data structure returned by a template so that they can be confident that the correct data is being returned.
Create web campaigns with rules-based promotion targeting. Campaign creators can select the promotion to display to visitors along with the specific asset to render in the targeted content zone.
You can use the Promotion ETL to upload promotions and their associated assets. Promotions can be used in both rules-based and machine learning powered cross-channel experiences.
You can use the Einstein Decisions global template to power cross-channel campaigns with machine learning driven next best offer decisioning.
Interaction Studio Surveys make it easy for you to configure and deploy web surveys using an intuitive in-app survey editor and corresponding web template. You can direct surveys to customers or prospects based on the full set of campaign targeting logic available in Interaction Studio. Survey responses are captured and stored in real-time in each respondent's unified customer profile. Responses can be used for further experience targeting and segmentation during the same interaction so you can immediately act on the explicit data you capture. Survey's are available to premium edition clients.
Interaction Studio's Hotel Gear represents one of the first industry accelerator gears and is designed to help travel and hospitality clients maximize booking data. The Hotel Gear comes equipped with two ETLs (Booking and Booking Add-On) and five rules designed to reference the data brought in through segmentation and campaign targeting data feeds. The Hotel Gear is available to both Growth and Premium Edition clients.
Comparison Shopping is a use case designed to identify customers who might be "deal shopping" and looking to find one of your products on a different site. Using the newly published developer doc, you can configure your sitemap to recognize when a shopper highlights the name of one of your products on the product display page and then use this action to trigger a campaign experience encouraging the shopper to buy directly from you. This action can be configured as part of any sitemap.
Server-Side Templates and Campaigns
Interaction Studio provides clients with the ability to configure testing and personalization at the server-to-server level. As of the most recent Interaction Studio release, the server-side campaign system can leverage a campaigns and templates system that mirrors the configuration process for Interaction Studio web campaigns. Key components of the release included:
- An in-app template builder interface for developers to construct Server-Side templates (in-app template editor also added for web templates)
- An enhanced in-app Server-Side campaign configuration screen for business users to apply the server-side templates
- A new application rule for business users to target certain experiences to multiple applications within a single campaign (e.g. POS, CRM, Mobile)
Business users can now collaborate with their development team to easily configure a single campaign that extends across multiple touch-points. Business user documentation on campaign building is available here and developer documentation is available on the Interaction Studio developer documentation site.
Segment and Campaign Rules: Usability Enhancements
There were usability enhancements and user experience improvements to segmentation and campaign targeting:
- Updates to the overall user interface
- Enhanced validation messaging
Identity System: Event API and Mobile App Support
The Interaction Studio Identity System has been expanded to support the Event API and mobile applications. Using the Interaction Studio Identity System, you can now leverage your configured identity attributes for looking up and merging profile records with the Event API and mobile applications.
Interaction Studio SmartTrends uses the power of social validation to increase conversions. Leverage the “wisdom of the crowd” to influence visitors on your site in real time and build confidence in products viewed by using view and purchase counters. View the documentation for information on API functionality, a sample template, and a retail web campaign example.
Search Bar Support for Identities
Use the global search bar at the top right of Interaction Studio to search against any configured identities in the multiple identity system.
Interaction Studio listens through web, mobile, API, and data feeds, constantly gathering data about visitors, your catalog, and other systems then updates existing segments in real-time. Use these segments to add customers to Journey Builder Journeys within moments of the data changing. For example, you could create a segment of visitors who view your product more than three times in a week, then trigger a journey for visitors who join that segment. Or you could trigger a journey for visitors who sign up for a webinar.
- Slide-in with Call-to-Action: target customers and prospects with an attention grabbing slide-in message that includes a CTA. You can select from a variety of trigger options that determine when the message should appear, including time on page, scroll depth, and inactivity.
Using the Interaction Studio Identity System, you can configure the identifiers that determine a unique known individual within Interaction Studio. You can configure Interaction Studio to support multiple identifiers for lookup and user merge. The provided identifiers determine how events are applied to visitor profiles whether originating from a web event, a feed import, or another channel.
Interaction Studio comes preloaded with several identity types including email address and Customer ID. These default identities work out-of-the-box without further configuration other than the set-up of event capture mechanisms like the site map or ETL.
Interaction Studio can ingest data about email campaigns that were sent by an external ESP. Data ingested can include sends, opens, clicks, and unsubscribes.
- Category ETL: Category ETL allows clients to upload category specific information like name, description, and URL while also allowing Interaction Studio to create an internal hierarchy of categories to construct parent-child relationships between categories
- Product Locale ETL: use Product Locale ETL to leverage the Catalog Localization feature of Interaction Studio which enables customers with similar content across different localized versions of their sites to seamlessly display products with information tailored to the visitor’s locale
- Flicker Defender Updates: Flicker occurs when the original web site content is shown briefly before it is personalized with web campaign content rendered by Interaction Studio. The Flicker Defender gear helps prevent flicker and is built into every global template by default.
- Redirect Global Template: This global template makes it easy to create a campaign that redirects a visitor to another page after attempting to land on a specific page.
- Infobar with User Attribute and CTA Global Template: This global template makes it possible to reference a user attribute in an infobar web campaign. The global template is configured to the attribute that displays the visitor's first name, but the attribute referenced can be adjusted within the template code.
If your organization requires it, the Interaction Studio public PGP key can be used to encrypt sensitive data when delivering data feeds using SFTP. Interaction Studio holds the decryption key, and will automatically decrypt any encrypted data feeds that are delivered using one of the native ETL feed structures. See also: Manage SFTP Users
You can use the Manual Segment ETL in Interaction Studio to easily add and remove users to manual segments you’ve already created using an ETL feed. Interaction Studio supports two modes for manual segment updates: delta (add or remove users from multiple segments) and replace (completely replace all existing members of a single segment).
You can expose campaign statistics events for third parties like Google Analytics and Adobe Analytics.
Send and receive data from an automated platform, safely and securely. Create new SFTP user accounts as needed with just a few clicks, then add credentials to your FTP client to begin transferring files through the Interaction Studio ETL system.
The connector provides Einstein-powered product recommendations directly in Sales and Service Cloud, for a seamless experience for your reps in their discussions with customers.
Out of the box templates make it easy for a developer to clone and customize web campaign templates for your site. Business users can then leverage the customized templates published for use by the developer to test, optimize, and iterate on the customer experience. Refer to Work with Global Templates for a current list of available templates including sample use cases and customizations. For developer information on configuring global templates to work on your site, please see Templates in developer.evergage.com
With content zone highlighting, business users can select a content zone to view a list of templates eligible to be used within that content zone as well as which campaigns are targeted to that content zone. In addition, business users can create a new campaign from an eligible template or edit an existing campaign targeting that zone.
Along with providing insight into campaigns that aren’t displaying as expected on a particular page, the Interaction Studio Campaign Debugger gives you a snapshot of all Interaction Studio activity and data on a page with details, including actions, enabled and disabled web campaigns, and item data.
You can create custom roles to grant Interaction Studio users granular, task-specific permissions to different aspects of the application. These roles work in conjunction with single sign-on through Marketing Cloud so you can combine permissions in a way that best meets the needs of your users, your security team, and your business.
Interaction Studio is available directly from within Marketing Cloud. Once you have logged into Marketing Cloud, you can select Interaction Studio from the top navigation and you are seamlessly logged into the application.
Leveraging Interaction Studio Gears as the backbone, ETLs are a specific type of gear that has access to update the catalog, import and export segments, and load historical data. Typically, feeds are automated and run on a regular schedule, though data can be loaded manually. The Feeds Dashboard makes it easy for a business user to manage and load data into Interaction Studio.