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.
The Unified Customer Profile Screen gives an overview of all information captured by Interaction Studio about a particular user or account. The screen will display different types of information depending on your industry.
This article gives an overview of the information you will see for SaaS users and accounts.
You can change the default setting for the affinities wheel so it is relevant to demand generation, SaaS/customer success, or e-commerce businesses.
Located in the upper left quadrant of the screen, this section gives a quick snapshot of the user or account including:
As you scroll down the page, this section will collapse to show only user location. Scroll up to restore details.
Located in the middle of the screen, Visit History maps application visits for all time.
The bottom section of the screen includes tabs that give additional detail including:
Available on the Overview tab, the stream lists all actions completed in the application for the listed time period (all time).