Success with Salesforce Interaction Studio involves defining goals, measuring KPIs, mapping customer journeys, creating relevant content, and adopting a crawl-walk-run approach. Implemented correctly, Interaction Studio improves customer experiences, increases conversions, and fosters customer loyalty.

With Marketing Cloud Interaction Studio, you can visualize, track, and manage customer experiences with real-time interaction management. Use the customer experiences to drive valuable engagement at the right moment and just the way your audience prefers.

NOTE: Interaction Studio is now called Marketing Cloud Personalization.

Interaction Studio (formerly Evergage)

Interaction Studio (formerly Evergage) enhances the power of Marketing Cloud with expanded real-time personalization. Companies use Interaction Studio to tailor interactions with customers and prospects to increase loyalty, engagement, and conversions. Using real-time cross-channel personalization and machine learning capabilities, Interaction Studio adds to Marketing Cloud’s robust customer data, audience segmentation, and engagement platform. You can deliver more relevant experiences during moments of interaction across the entire customer journey. You understand each prospect by building a customer profile from different data sources. With a customer profile built, you can engage with them as an individual in real-time.

In Interaction Studio, gain up-to-the-moment customer insight. You can also learn how to grant Interaction Studio access through Marketing Cloud. And you can also transfer data from a Marketing Cloud data extension to an Interaction Studio datastore.

For more Interaction Studio resources, open Interaction Studio, and click Help. You can also access more information at the Interaction Studio Help Center.

Success with Salesforce Interaction Studio

Interaction Studio helps you understand each prospect by building a customer profile from different data sources. After a customer profile built, engage with the customers immediately. You can get help on deciding how to interact with them on the channel they use.

To help you manage and act on customer data, use Interaction Studio around these pillars:

  • Integrate — Gather the data about your customers and place it in Interaction Studio.
  • Understand — After Interaction Studio builds your customer’s Unified Customer Profile (UCP) from many sources, you can better understand them.
  • Decide — Helps you determine the best way to engage with customers cross-channel.
  • Engage — Interact with each customer on the channel they prefer and with the frequency they want.
  • Analyze — To find the most effective communication channels, promotions, and connections, examine your customer’s journey data.

For more information, consult the Evergage Knowledge Base and Evergage Developer Documentation.

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