Your Guide to Marketing Cloud Personalization

In the dynamic realm of digital marketing, personalization is the linchpin of engaging and retaining customers. Marketing Cloud Personalization, formerly known as Interaction Studio, is Salesforce’s real-time personalization and interaction management solution, seamlessly integrated into Salesforce Marketing Cloud. This comprehensive guide delves into how you can harness Marketing Cloud Personalization to deliver unique and highly relevant experiences to your audience.

Unlocking Marketing Cloud Personalization

Marketing Cloud Personalization empowers organizations, particularly marketers, with the capability to deliver tailored products and services to customers and prospects across various channels such as web, email, and mobile, all in real-time. These offers are not just relevant but uniquely crafted for each individual.

Note: Interaction Studio was rebranded as “Marketing Cloud Personalization” in April 2022.

Beyond its promotional prowess, Marketing Cloud Personalization’s real strength lies in its ability to gather and utilize data to gain invaluable insights into customer behavior. Understanding individual and collective website behavioral trends allows businesses to identify the products and offers that drive customers to their websites and ultimately convert them into loyal patrons.

This data can be harnessed for strategic customer follow-up, including personalized emails, SMS messages, or push notifications. With seamless integration into Salesforce’s ecosystem, customer data can be efficiently used in customer journeys through Journey Builder or surfaced in Sales Cloud, enabling sales representatives to engage with customers based on their interests.

The Significance of Customer Personalization

In today’s marketing landscape, capturing and retaining a customer’s attention is paramount. When content, products, and messaging remain static or misaligned across channels, customers may feel disconnected, leading them to abandon websites, emails, or messages.

What Marketing Cloud Personalization Does

To illustrate the capabilities of Marketing Cloud Personalization, let’s explore website and email use cases along with its data and analytics functionalities.

Personalized Website Experience:

Imagine a website that adapts dynamically to each visitor, offering specific homepage images and blog content based on their past page views or previous purchases. With Marketing Cloud Personalization, this becomes a reality. Relevant offers can be presented based on historical purchase data, and pop-ups can capture sign-ups as customers navigate toward the exit.

Personalize Emails at Open:

Emails can become interactive and responsive, changing recommendations based on a customer’s latest actions, product purchases, or browsing history, all at the moment they open the email. These personalized email recommendations can be integrated with Marketing Cloud or other email service providers through HTML code snippets.

Data and Analytics:

Marketing Cloud Personalization collects a wealth of data, including time spent on site, actions, purchases, and browsing history. This data fuels Einstein “recipes” for creating meaningful experiences based on customer profiles. A/B testing can be conducted in real time, leveraging the results immediately.

Customer Service Interactions:

Integration with MCP is not confined to digital channels alone. With integrations offered for Sales and Service Cloud, organizations can provide customer service agents with a comprehensive view of a customer’s profile and web interactions. Agents can also offer next-best recommendations, including content, offers, or product information, enhancing the perception that the company understands its customers’ needs.

Getting Started with MCP Projects

To fully leverage the personalization capabilities, organizations must plan and prepare efficiently. Here are the essential steps:

  1. Gather Your Project Team: Identify key roles within your organization, ensuring alignment and responsibilities among teams such as Marketing, CRM, Web, Data Analytics, and Development.
  2. Get to Know Your Website: Familiarize yourself with your website’s layout, identifying areas where the customer experience can be improved through dynamic content and offerings.
  3. Data Collection Points: Identify areas on your website where customer data can be collected, transforming unknown prospects into known customers.
  4. Feed Your Assets into Interaction Studio: Import necessary data feeds, including product catalogs, content catalogs, and customer identity data points, to enable effective personalization.
  5. Campaign Logic: Define business rules for product recommendations, offers, and exclusions, supporting the creation of Einstein Recipes for precise targeting.

Success with Marketing Cloud Personalization

Achieving success with the tool requires setting clear goals, defining key performance indicators (KPIs), mapping customer journeys, and creating personalized content. Start with a crawl-walk-run approach to gradually implement improvements.


In the modern marketing landscape, providing exceptional customer experiences is paramount. Tools like Marketing Cloud Personalization empower marketing teams to create meaningful interactions across channels, ensuring that brand messages resonate uniquely with each customer and their interests. When implemented effectively, Marketing Cloud Personalization enhances the customer experience, fosters customer loyalty, and drives business growth. Get in touch with us today to review our own MCP case studies or to schedule a call.