Marketing Cloud Personalization Series - Day Two Notes

hello everyone thanks for joining the day two of the marketing Cloud personalization series and I thank everyone uh for joining and showing your interest to learn marketing Cloud personalization and a special thanks to all the speakers involved in making this a reality so without each and every one of the speakers listed this bootcamp wouldn&#39;t be possible so this is the schedule for the 15 day series we have finished the overview session last Tuesday and today is going to be all about the setup and account Administration and gradually we&#39;re going to Deep dive uh into the advanced concepts so next step in the day on Tuesday the first August we&#39;re going to look at the solution overview and further we will explore the site map we will get our hands dirty like we will get into implementation how do we create the sitemap data integration segmentation and all these topics so these will be more advanced including detail demos as well so this is the schedule um as of now any changes I will let you know ahead of time and these are the dates that are mentioned as per the eastern time Eastern Time Zone and the time is uh every uh 12 p.m Eastern so all the sessions are at 12 pm Eastern so just a little bit about me I am the leader of the Salesforce Marketing Group Phoenix I&#39;m also the marketing champion and marketing Cloud consultant 18 times certified and the founder of MC learning Camp if you don&#39;t know about MC learning Camp so this is um uh this is all about helping people learn marketing Cloud no matter where they are in the journey marketing Cloud Journey whether that the beginners or the intermediate level or trying to clear the certifications this is founded to help people learn marketing cloud in and out so these are my handles the Twitter LinkedIn and the YouTube so all the sessions that have been conducted before and the upcoming sessions they will be recorded and will be uploaded to this YouTube channel you can find it using at the right MC learning camp and today I also wanted to give a shout out to our rock star Jacob um Jacob have done a wonderful job as today um answering the questions in the chat window and today he will be joining me to do the demo part and I can thank Jacob enough for being so flexible and readily accepting my invite and request to share this demo part Jacob um can you please introduce yourself yeah sure thing nice to meet everybody so it states I&#39;ve been a personal I&#39;m a personalization practice lead here at Silverline which is a still a Salesforce consultant I&#39;ve been working with the personalization platforms since the Thunderhead days at Salesforce and I used to work in Salesforce and Professional Services so when I saw Chris do the presentation the other day I joined in because Chris and I have worked together in the past as well so happy to help and look forward to talking to you guys about the platform thanks Jacob be happy to have you so just before we get started so I wanted to bring to your notice a couple of things these sessions will be uploaded to the YouTube channel at the right MC learning camp and any questions please post them in the chat window um so we please make sure that you limit the questions to the topic that is being discussed in the present session so as I mentioned there are many more advanced topics coming up so we have a lot of content planned and all the details will be discussed in the further sessions so if you think your question is related to the other sessions not related to the present session please uh hold your questions for that specific day and if you think you have missed uh posting your questions on the specific day we have this ask me anything panel coming up on September 5th so I have shared the form with you where you can fill out your questions so we will address those questions on the ask me anything panel so don&#39;t know uh you don&#39;t need to worry if your operation is not answered we will try to cover all the questions as nominee as possible and make sure you register to all the sessions we have 15 sessions we are in the second session so make sure you register to the next sessions as well and remember to fill out the questions for the ask me anything panel and if you&#39;re already part of the slack channel the MC learning Camp you will see a new Channel created for marketing Cloud personalization 23. all the updates related to this series especially will be posted to the slack channel so make sure that you&#39;re also part of this live Channel and let&#39;s let&#39;s see what we have uh looked at in the previous session so Chris has done a wonderful job of giving a high level overview of what marketing Cloud personalization is is and how it can be used and different uh different features like segmentation creating a unified profile recipes decisions and many more that comes into that so now as a summary Market marketing Cloud personalization is all about listening to the customers interactions so how they are interacting with the brand how interested they are how um what kind of products they like what kind of Brands they are they feel Affinity two words too so all this can be um tracked in the personalization and that can be used by using the algorithms that we create and the Machine language algorithm uh machine learning that we have we can create in its best actions and the recommendations and the rules depending on that and using that data we can provide customers the best experience like targeting messages targeted messages to them so it can be used for several use cases so the use cases can be for the retail Industries so if it is a product based company so it can be about product recommendations now the next best like Croco browse or go buy if somebody has draw bought the same kind of item those items can be provided under the recommendations now so under the retail there are many use cases how marketing Cloud personalization can be used and for demand generation for create generating the leads and engaging them and further uh trying to acquisition and it can be used for the financial services for the Travel Health and life sciences and various phases uh the personalization can be used is during the web on a website um the website can be personalized so that depending on the user logged in or depending on the interest the user has shown previously the recommendations or the products that are being displayed on a specific page can be uh customized and the open time email is something when we send the email and depending on the time when the email is being opened now so the content that is being displayed in the email will keep changing and the type of content will can be customized as well let&#39;s say we have a holiday like uh previously the Independence Day July 4th so that was the time where there were more discounts and let&#39;s say I received an email during the time and I couldn&#39;t open at that time if I go and open the email at this time today so the offer is no more relevant so that should not be displayed to me because that&#39;s no more relevant so the content that is being displayed in the email can be customized depending on the time the email is being opened in Brigade campaigns depending on the events taken on the website let&#39;s say an abandoned cart or item purchased and net similar items we can provide recommendations through these triggered campaigns and journey Builder triggered uh use cases is uh we can create segments and using those segments we can push the audiences to the journeys and Survey sales to service Cloud use cases are when we can push the data to the sales uh or the talk to the service Cloud to create the cases or to do to take some action or to assign or some actions necessary on the CRM side I&#39;m gonna quickly show the wide range of use cases that marketing Cloud personalization can serve so this is the use case Library so I am looking at the help for the marketing Cloud personalization so this is a library of all the use cases so I have discussed a few of them the retail demand generation Financial travel Life Sciences so if you go to each of these I can go in depth further retail the web use cases so at different phases of the life cycle so by the onboarding process or during the Discover or during the conversion so we can create personalized experiences we&#39;re using different use cases so Einstein recipes add to cart recommendation so or the cart upon abandonment when a cart is abandoned so that uh some even can be triggered in the personalization and some messages can be sent or emails can be sent accordingly I also have another use case example for the demand generation so for the demand generation if somebody signed up but then they did not complete the sign up process and the exit exited so when you click on these individual links you can see all the information that is available on that specific use case so this set of use cases this Library gives us the idea of how personalization can be used so this is only specific to the demand generation web use cases there are many other use cases for the open time or the triggered campaign or the journey Builder or the CRM integration so this gives you an idea of how you can use it and also when you are implementing it this has all the information the target our audience or the challenge or the solution approach and the campaigns that we can configure and all the information that you can get started with so there is wealth of information and thanks to Salesforce documentation people who have put together this wonderful information here so if you want to get an idea of where we can use the personalization and in what ways what phases so this is a good resource here I am uh I have this linked here as well so when I share this like that you can go and browse all these use cases before we go further I wanted to share with you all the places where you can access the information related to the personalization so can can can you share or do you know what personalization was previously known as you can post that in the chat window so what is the formal name for yes that&#39;s right interaction studio and interaction Studio was once Acquired and renamed so do you know the name yes ever Gage that&#39;s right so you can see some references to the evergage and to the interaction in the studio at some places but that is all the personalization so try head is the first place so the trailhead has a few modules that are helpful so if you&#39;re starting if you&#39;re a beginner you can get started with this information because it has a detailed information all the relevant information not just personalization but it also talks about the real-time interaction management or the customer interactions so there are some relevant modules you can check this tray and the Salesforce help so the help page that I have showed here so this is the help page where there is a lot of information about the marketing Cloud personalization so all the sessions that we will be discussing uh in the upcoming sessions as well so you can find references to these help documents even though you do not have access to the partner learning camp or any of the resources that I list here so help is the easily accessible to everyone so you can go and check all the information here and there is one more the eCampus it has a lot of information for the personalization to get started for the getting started or how to navigate the platform or how to create their accounts or uh development of the marketing Cloud personalization the developer aspects as well everything is covered in detail so I have this links uh listed and in the slide deck I will be sharing it shortly after the session you can access this from the slide deck and the partner learning can if you are working for a partner Arc you can access the partner learning camp and there is a course for the marketing Cloud personalization which has all the sessions so all the sessions that we have registered here so there are some detailed modules for each of these sessions as well so that&#39;s a great uh resource if you have access to it don&#39;t miss to utilize that and also as Chris mentioned is today there is an accredited professional certification as well so if you&#39;re done with learning and if you want to do that credential so you can do that from the partner learning Camp itself on the developer docs so this has uh information more related to the developer aspects the apis um so when we are deploying the web SDK I can show that quickly so here it has all the information related to the integration the SDK and the apis listed here so this is also a great resource you can uh you can check these links and bookmark these so these will be handy so when we are getting started there are a few considerations before we implement the how do we do the discovery and what are the questions what type of questions that we should be asking what is the information that we need to know prior so uh for the benefit of time and also considering that not everybody will be doing the implementation at this point of time this series is more focused to help you learn marketing Cloud personalization so when you are ready for the implementation so this or the references included here you can go and check this out so this is the implementation checklist and there is a good uh module on the implementation aspects how to get started what kind of Discovery questions to ask so what kind of stakeholders to include so there is a good information available there so you can check it here and so when we decide to go with the marketing Cloud personalization there are two types of additions available the growth Edition and the premium so growth Edition um there are a limited set of features uh available that will be website and email personalization segmentation ABN testing and product and content recommendations the premium comes with more limits the instead of the 100 000 monthly unique visitors and the named uni individual profiles it has more uh limits of 500k monthly unique visitors and 500k named individual profiles and on top of the key features provided in the growth Edition Premium Edition has more uh as features like the CRM integration or the server side API responses or the mobile app personalization and push and these limits can be uh [Music] 100K you can purchase more monthly unique visitors on the named individual profiles and there are some limitations of how we use the data and the how do we do the Integrations so we are providing the link here so you can check all the limitations here the data and the object limits and the integration limits everything is listed here so you can check under this help page so this is not the information that you would need on a day-to-day basis but just just for the reference if you need to clarify you can just check here so yesterday there was also a discussion about how we&#39;re going to use the data and is it appropriate to collect a lot of tracking data on a user so it is very important that whatever data that is being collected it is it is being put to good use and also for the purpose that we are collecting the data and these days consumers are also concerned so as I know that whatever website I&#39;m browsing I&#39;m also concerned that my interest or my information is being collected by somebody whom I don&#39;t know same way all the consumers are concerned about the financial and identity related risks and for um also the data being collected by one brand may be shared by different brands maybe sometimes by the parent brand let&#39;s say I give uh my information on the Facebook that will be shared on the WhatsApp or the Instagram but it&#39;s also a concern that the data is being collected and used in an uh in an uh unanticipated way and there are also concerned that the data being used that&#39;s uh data being collected is being used for a purpose that is not relevant so if I do a one-time search or I purchase a product to give it as a gift but I that is just one time per one one-time purchase and I don&#39;t want my uh further recommendations to be based on that specific product so it&#39;s also a concern that the products that are not relevant are also being shown or the personalization experience provided or not that relevant whatever the data that is being collected that also not being appropriately used so those are some of the concerns that I may have or you may have or all the other consumers may have so keeping those in view some best practices are recommended so these are use and collect information only uh that is required so if we don&#39;t need the first name and the last name we only need the birth date or the demographic location then confine the the data collection only to the data that is required let&#39;s say I&#39;m going to do a birthday campaign um on the consumer&#39;s birthday I&#39;m gonna send some offer I wouldn&#39;t need the year I can just collect a date and the month so I can be specific with what I require and not collect all the information that may not be needed and whenever we collecting the data we have to be transparent and on how we&#39;re going to use the data and also when we are sending Communications transparent about how the Cadence of the communications are going to be and consumers can have control and Clarity so whenever as a consumer if I want to know what kind of data is being collected on my profile I can request the company so the company has the responsibility to honor my request and provide the information that is collected on my profile and also I have the right to forget so if I say if I request that my information need to be erased from a particular company so that needs to be honored as well and whenever we&#39;re collecting the data make sure that the information is clear to the consumer how why the data is collected and how it can be used for their benefit so if we collect information about their info interest or to the demographic so we can help them understand that we can provide them with product recommendations that are more relevant to their interest or to their area location and whenever we&#39;re collecting some sensitive data we have to make sure that we&#39;re not sharing it or we are treating it wisely and make sure that uh we follow the right of least privilege only give access to the people who truly need it so not to everybody so if let&#39;s say we have the data collected make sure that only rightful users have access to that data and when we are sharing information with the third party Partners make sure that uh what kind of information is shared and whether the information is appropriate or not and how the dates on times are used in personalization so all the dates are stored in the UTC format and when we look at the timestamps it will be shown in the local time zone and on the segments and the customer profile and campaigns we can customize it to the specific date and time range so whatever that we want to have displayed we can change it on the segments the unified customer profile that is being created and the campaigns we can have our local time range or we can customize the time time range that is being displayed but internally the times will be stored date and time will be stored in the UTC format I&#39;m pausing here to see if there are any questions and just like the way we can check the status if something is not working or a site is down uh we can check the status for the Salesforce and the marketing Cloud the same way on the trust side we can go and check the status of the personalization so when we go to the trust.salesforce.com we will see the marketing Cloud personalization in this step so underneath we can check by the region and also buy the servers no so to which um server the instance belongs to um I&#39;m gonna show that in the next in a few minutes so depending on the instance up now where it is located we can see this listed in the URL so we can find that out and use it to know the status so we&#39;ll check this region and underneath we&#39;ll check the kind of server it is on so those are the basic things to get started and before we dive deep into this there are a few terms that we need to be aware of so you may be hearing a lot yesterday and today about different terms that are totally new don&#39;t be overwhelmed so these are all like um we are using it all at once without um even go going into the next sessions in detail so these will be discussed in detail in the sessions as they are relevant so I&#39;m just providing an overview of what these are we will be seeing at these in detail in the next sessions so the data set just like the way that we have the business units in the marketing Cloud business units can be used to enforce account separation and to allow for enhanced security measures the same way in the marketing Cloud personalization we use data sets that is used to control access to the data and depending on the geography the brand or or even for to differentiate the test data and the production data we can create different data sets and also just like the way for in marketing Cloud we provide different roles for the business units the same way for each data set we can create uh we can assign roles for each user so for a user to access a data set they need to be given access to that specific data set so one one uh common example where these data sets happen are used or for the testing purposes as well so in marketing Cloud business units is like an additional purchase but in the personalization the data set is easy to create and Grant access to Salesforce interactions SDK launcher we will see this in detail in the next week session site map session this is basically a Chrome extension that can be used to add personalization features on the website the unified customer profile you may already know about this it&#39;s collecting the data that is available all the data across all the channel about a specific consumer specific user and integrating that user to create a unified profile so all the information that is available on that specific user can be created as a single unified customer profile open time email personalization so the personalization content and recommendations can be provided in the email depending on the time the email is being opened real-time interaction management it is uh all the capturing all the interactions by the consumer in the real time and also providing the recommendation or the personalization in the real time so in the personalization it can all happen within 30 milliseconds so you might have heard Chris discuss this up now so all the process from right from listening to the ACT phase like providing the recommendation it can all happen within 30 milliseconds the JavaScript Beacon it is a code snippet that is added to the website so it is like um a first party cookie that listens to the visitors actions so whatever action that a visitor is taking so it tracks and it collects all the information if they provide the information um if they feel in any form or provide the email that will be tracked and also even if they are Anonymous and if they haven&#39;t provided any information for the anonymous visitors as well the some information like the pages that they have viewed or the time they have spent or the geolocation or the device ID and some information can be collected on them as well all this information can be collected using the JavaScript Beacon and it will be tracked to the personalization the site mapping is um is a framework that is a integration layer configuration driven integration and layer that is deployed and executes within the beacon so we have seen the beacon so it executes within the beacon and it is used developed to integrate with a specific site using apis so that is used to map the objects into the personalization through even capture so whatever the events that happen on the website that can be tracked back to the personalization web SDK it places the first Power party cookie for all visitors and then and it can collect all the implicit and explicit information and also the behavioral data for both Anonymous and uh known visitors and uh similar to the web is Decay there is a mobile SDK that is used to track the behaviors and actions on IOS and Android mobile app users so it can be used to deliver personalized experiences inside the app or another channel in real time so these are a lot to remember but this is just for your reference just keep them in mind so when we go over them in detail in the next sessions uh you can get to see how you can configure and what they really are but this is just for your primary basic understanding of what these are so this is a catalog it is a collection of all the items so if um it is a retail brand it will consist of the product or if it is a daily newsletter it will consist of the content or some creatives that can be personalized so it&#39;s a collection of all the data the related items it can have the metadata associated with them as well so it can have the attributes and the dimensions so the items can be the blocks resources or product solution and in some cases it can be the stores branches and other items as well and as to the dimensions it&#39;s like a metadata describing um about the item so it could be the color or uh the size and the attributes are the characteristics the name URL or the published date another features so taking the example of a sample catalog for a retail company so the items can be the products and the promotions the stores and the blogs and the categories can be the dimensions so what kind of category the jackets or the uh boys or the Footwear Footwear or the accessories and the features and gender is another dimension the colors are the dimensions so when we create the catalog we Define all these so we can track them again in the personalization and for a financial services industry these are the different types of items and the dimensions the products the branches calculators promotions these can be the item and the dimensions can be the categories what kind of category does it fall into the banking or the insurance or the investing or the banking class Personnel or the business the blocks blocks is the item the keywords uh home buying or the insurance or the banking what are the interest rates and all these can be the dimensions and behavioral events or uh the events that are tracked on the user depending on their behavior like how they&#39;re browsing the page or what their activity has been what kind of what amount of time they have they have been spending so all this information can be tracked and that can be used for triggering the campaigns so if they seem to be interested in a specific product we can send them some product recommendations or some discount coupons on that specific product or some similar items it can be used for cross-channel campaigning as well and it can be used for segmentation and then pushing them into the journeys or sending the data to the CRM can be used for reporting and many more user attributes we will see user attributes in detail in the next session but uh just to give a high level overview so this is the information that is attached to happen to it can be the identity attributes or any other attributes and the information that is being collected on a profile they are known or unknown these are the type of information that can be collected so if on the email address the metadata can be the origin where the information is coming from is this classified as sensitive or um it is um pii information or non-sensitive that can be collected and where this provided who is where it is coming from the gear ID and the updated time as well this is the metadata that will be stored and the attributes can be of different types the string number date Boolean object and this in attributes that are being collected the data that is being collected can be used for segmentation so if we see that they are at a specific life cycle or the last purchase was some item we can segment all those users based on that and we can Target those customers in the journeys or some targeted campaigns and in this decisioning as well so this information as and when the user uh browses a website or exhibits some Behavior we collect an information and save it under the profile and we can use it later for the targeting purposes so we&#39;ll now go into the account settings okay any questions we can take them at the end of the session I have a few more uh slides to cover so just be assured that we&#39;re gonna cover all the questions if time do not permit today we can cover the questions in the slack Channel and again in the ask me anything panel as well be sure to fill that out so logging into the marketing Cloud personalization is simple so if you already work in the marketing Cloud instance so personalization sits in the marketing Cloud instance itself you don&#39;t need to go to another location just in the marketing Cloud you will in the navigation menu you will see the personalization and when we go to the personalization you will see the dashboard the home page with all the relevant information and this is the left pane where it has the different Navigation menu items so it lists all the reports um there are multiple number of reports which can be customized so that can be checked under this tab and this is all uh categorized by the functional area the channels and campaigns the audiences the catalog machine learning gears and the other settings and security so under channels and campaigns we can check the web the server side triggered mobile email third party this is where we can get to see the beacon the we can configure some of these under these channels and campaigns um I will leave some time for Jacob to go over these uh in detail so for the audiences we can create the user segments and the account segments catalog this is where we create all the catalog items the dimensions that we have discussed the um and service is available I think is only for the premium editions so we can create surveys and machine learning this is where this is also an important portion here this is where we create the Einstein recipes we will see all these things in the next two weeks so this is something important so machine learning we can check all this here on the gears open on settings settings is the place where we and take the user configuration security and settings so we will we will get into that in the next few slides so these are basically divided into few functional areas like channels and campaigns audiences catalog machine learning gears and this security and settings the data sets so whenever we log in um the default will be the engage so we can switch to another data set if it is already present we can switch to another data set by clicking on the down arrow and it will give a drop down list of all the data sets that are available and we can navigate to that specific data set so on the data sets we can add a data set plan a data set and Export evens from a data set so on is testic data set there may be multiple events that happen so if you wanna it&#39;s code all those events out uh externally you you can export it in the data set up in on the data set list itself there on the right side there will be an option to clone and export and data sets as I mentioned before that can be used in some cases for the testing environment or another production and for some use cases can be used to separate different business units as per the geography or the brand or some of the criteria and it&#39;s also used to track websites separately from the application the API tokens uh if you are aware of the marketing Cloud installed packages so when we create the install packages it&#39;s it&#39;s a way to communicate with the data inside the marketing Cloud the same way in the personalization if you wanna access the data inside the personalization we can create the API tokens and using those tokens we can create and update users and receive behavioral data from the offline systems and using that API we can uh get the historical transactional data or up update any of the information that is present inside the personalization the audit clock is place where we can check all the um all the log information so it is divided by the event type so we have a list of events here so by the event type we can browse and check the log for that so right now I&#39;m looking at the authentication so whenever user logs in or create some users or does some segmentation everything will be will be recorded under this audit log so there are a different set of permissions available so whenever somebody wants to log into the marketing Cloud it&#39;s a two way two-step process so the first a marketing Cloud administrator on the marketing cloud and need to create the user and then give them access to the personalization so make them uh under the permissions give them make them uh give them access to the personalization as the user or as the admin so depending on that the user will be able to access the data sets if it is an admin permission they will be able to access all the data sets if it is a user they can only log in but cannot access any of the data systems so the first step is creating the user in a marketing cloud and granting them permission and the second step is the user has to go back and log in and access the personalization that can creates the user in the personalization so maybe we will show that in the demo part how that is done so the user will be created and then the access to the data set needs to be granted at that point of time so there are uh some default user roles that are available the campaign approver the campaign author editor editor with export and viewer so when we create the user and we can give access uh to the data set and also the role for each data set what kind of role we want to Grant so it can be different for the each data set and these are the different type of permissions that are available so depending on the functional area the channels on the channels you can create the campaigns or templates or item templates so this is high level I&#39;m gonna quickly uh go through this so when you create so these are the granular level of access permissions that we create so when you want to let the user create the segments or only view you will grant access to this set of permissions here so when somebody is granted an administrator permissions they will be able to access all the data sets and all the data that is present Jacob I want to save some time and give you some time for the demo part uh you want to take it over yeah sure thing okay I&#39;m gonna start the screen share your fun noise in the background my two and a half year old&#39;s deciding to yell and run around it&#39;s always fun so hi everybody I&#39;ll do my best to show as much as we can like 10 minutes um feel free to ask any questions in the chat we&#39;ll get to it I&#39;ll leave a few minutes to answer any questions as well so as for you guys were talking about from an account Administration perspective and getting into the personalization platform when you&#39;re starting to do that Lincoln linkage or the handshake between a user within a marketing Cloud instance into the personalization instance what you would be doing is creating that new user and coming into hopefully you guys know users you&#39;ll be going into a specific person looking at the roles and starting to enable permission for personalization and so for me as an individual in my own demo account here I have administrative access so that access gives me everything but once this is completed saved and and completed the individual who you&#39;re completing it for will be able to log back into marketing Club they will see the icon removed away from personalization that they now have access to it and they&#39;ll be able to click into personalization and start going into the specific data sets that they need to to look at uh from here there&#39;s a couple of other items that we&#39;ve covered so far on the slide decks so I want to show a couple most of the time that we&#39;re going to spend here is a little bit of account Administration so let&#39;s go to security and we talked about roles and roles definitions so that&#39;s where you find it security manage roles definitions and you get specific roles out of the box within the platform just like you have within marketing Cloud if you guys are familiar you can add specific roles like we were showing on the slide deck to again provision down to the more granular level of who gets to see what uh depending on their role within the organization and to the point where we were saying once that handshake is completed you&#39;d show here there&#39;s a lot of folks here in my own instance here at Silverline but how it would look if it was looking at myself is I would come through I would have that account administrator role and then you&#39;d be able either to a permission provide additional roles to them within the personalization platform or continue with the account administrator rules hopefully that helps so far with the users and the roles I think let&#39;s go back to one other piece that was shown is there was API tokens so API tokens are created again within the security setting uh within the platform and you&#39;re able to create these tokens once you create the tokens you put in your permissions and your specific items and you&#39;ll get a CSV with your client secret and other code that you will then utilize one of the big reasons why this is utilized is the integration and connection Point into Salesforce sales or service cloud or the core instances that your client or you guys might be working with and so this is how we create this handshakes and do the server side Integrations you&#39;ll cover that more with others later on in these sessions but that&#39;s a starting point and I&#39;m going quick so feel free to just keep asking questions and we&#39;ll go from there the other items is you do are allowed audit logging within the platform it&#39;s not as extensive if you&#39;re familiar with Salesforce core audit loggings or if you&#39;re familiar with some of the features that we have within marketing Club but we are able to see specific what has been done with API tokens it was authenticated Etc so this does give you at least a starting point to say what has been done within the platform and hopefully there were no mistakes made but if there were we could see and potentially see what has occurred yeah now let&#39;s go back to settings and then we&#39;ll go all the way and start at the top and I&#39;ll do some some rough sort of components at a settings side I think there&#39;s a couple areas that you guys should all know about when you&#39;re working with a platform so from a general setup perspective you see these main five columns documentation does a pretty decent job of explaining these I think the biggest ones to call out here before we go into advanced options is as you&#39;re building out your data sets within the platform you will be determining types so is this going to be the data set type for production instance is going to be our QA environment it&#39;s going to be staging Etc most of what we like to do from personalization perspective is make sure that we&#39;re building off of a production website knowing that there&#39;s probably the next lowest environment from a client&#39;s perspective is staging and we like to have those two layered in in a green field implementation as two data sets within the platform and so we&#39;re building off of what our staging environment will look like but also building off of what production looks like and then we&#39;ll able to do specific pieces of moving items from a staging environment or staging data set into production data set tracking accounts uh that&#39;s specifically for the B2B function within the platform uh your client does need to purchase uh B2B detect and other components within their skus that we had talked about earlier and so feel free to reach out and there&#39;s some documentations on this front the rest of these are they come out of the box and so the biggest recommendation I can have as we go into advanced options and the rest of these is if it&#39;s out of the box checked you should have a good reason of why you&#39;re unchecking it and if you don&#39;t don&#39;t do it I know that sounds kind of funny or for some people but there is some documentation behind it and if you guys are working with a specific partner ask them discuss why should we have why should we be setting the default customer overview why should we be keeping enabled Dynamic content Etc we just won&#39;t have enough time to go through each one but take some time when you get into an account to learn from I&#39;ll call it a couple areas so first the setting of the default customer overview screen type is something that&#39;s critical it&#39;s some pieces that are just not known to a lot of individuals outside of folks who have done implementations by selecting either e-commerce demand gen and SAS you&#39;re changing the overall look and feel of a user&#39;s unified profile within the platform and so the Affinity wheel itself is populated based off of e-commerce and demand SAS itself does not have an affinity wheel and if you want to learn a little bit more details about this I can provide a link in in the chat where how you customize the Affinity wheel and what works for demand gen and e-commerce so again just a critical component to think through as you guys are working into the platform and starting to learn a little bit more about it another critical area that you guys should keep in mind is this section here where we&#39;re starting to identify the specific identity attributes make sure as you&#39;re working with you know your customer your client to discuss what is our identity types that we should be utilizing to make that merge event occur from that Anonymous individual to the known individual we have to mirror what that looks like from the web SDK the mobile app that&#39;s involved in your scope of your project and the server side you can see in this specific demo instance that I have its email address but that could be either a guid or a uuid that&#39;s conformed and structured based off of any other conversations you&#39;re having that can be the Salesforce marketing called Contact key which is a one-to-one it&#39;s not a one to wonder subscriber key but you guess if you know marketing Cloud it&#39;s a subscriber key in the contact key we&#39;re able to make that again handshake and understanding within the instance within their contact table you&#39;re also able to use we don&#39;t recommend profile but you can use profile ID as well I&#39;ve seen instances where we&#39;re passing through variables into the you know sitemap itself based off of maybe an email campaign that&#39;s coming over from marketing cloud in the UTM parameters we capture the either the email address or the blue and gapsody but good practice we would be capturing the market called not Becky all right those are kind of the big highlights areas read through this section if you guys have an instance available to you there&#39;s a lot of key critical pieces let&#39;s go back up and let&#39;s start with dashboard and then I&#39;m gonna pause right after this to answer any questions since I see where we&#39;re right at about time so again when you log in to personalization you land on the dashboard section there&#39;s a lot of details on this left-hand navigation side that you&#39;re going to go through in the next I think 13 or so sessions uh I think some of the biggest pieces to call out in at least the reporting section for folks is natively within the platform and I don&#39;t have a ton of data in this instance um we&#39;re capturing behavior and we&#39;re capturing technology so this is natively what the SDK is doing as we put it on their website based off of people browsing and doing internet so you&#39;re going to understand who is new who is existing you&#39;re going to be able to understand the specific technology they&#39;re coming from the specific operating system platform Etc a lot of this is really critical to explain to a potential customer and client to say as soon as we start getting that site net rolling and running onto the platform you&#39;re going to have a lot of interesting reporting data that can help them understand what their customer funnel looks like from their web properties as long as we have the SDK on this as we talked about before there&#39;s a lot of other pieces here obviously I&#39;m going to talk about web and then I&#39;ll be done I keep saying that but let me run through it so in the web SDK section sorry in the web campaign section you&#39;ll see the web campaigns your templates editors I want to cover web setup since that&#39;s really what we&#39;re here about is account config um when you get into the JavaScript integration there is two pieces that synchronous versus asynchronous I don&#39;t think you&#39;ll be able to cover it all today the recommendation as best practice is using synchronous there will be potential lines that you work with or customers that you work with where asynchronous would be best but this is also a key area where you will find your script type for your beacon so that if you needed to if you were jumping onto cumulus as an example which jumping around you know what happens when you jump around demos you could force your you your osdk to start mirroring your data set within the personalization platform looking at time I think I&#39;ll call it there there&#39;s a couple of other areas that we should probably talk about but I&#39;m going to leave a couple minutes for questions is that okay should I keep going it&#39;s fine Jacob please go ahead okay keep going okay so the other couple of components within the web section is the web SDK settings this is a last resort so just something to keep them back in your mind if you&#39;re working in the implementation you see something gone wrong after you go live you can disable the begin so when you disable the beacon all that happens is all campaign and traffic stops so you could make hot fixes and again this is only in the last resort that you would need to use this but you can do I have to do this with a client before where they pushed major changes onto their website it broke certain consent features and functionality and we had to basically disable and restart so there is a setting within web where you can look at those information when you actually configure your site map again you&#39;re configuring your site map within the actual SDK and the Google Chrome extension but you can see the sitemap within the platform as well again this is only to see if you wanted to look at the code and run through items you&#39;ll go over that in the section later on in this uh sessions as well last two pieces is you can establish website web site wide CSS it&#39;s a hard word to say sometimes I have yet to see a lot of companies use this but you can you could determine CSS that would be utilized throughout your old sitemap and then finally since I know we&#39;re at time looking at your web configuration this is where you will be doing your allowing of your domains we have to allow and we have to do IP um whitelisting as well to make sure that pieces are firing correct so this is where you&#39;d have your allowed domains you could launch your visual editor and you can see any of your site configuration history I think that&#39;s probably all we get to have today from a demo perspective hopefully that helps I&#39;ll stop sharing now thanks Matt Jacob so that is really helpful to have the live instance with some valuable data so I&#39;m checking here for the questions I remember there was a question uh if we can customize the dashboard I don&#39;t think so right that main dashboard when you log in cannot be customized yeah can we run these three through GTM yes you can run the yeah sorry you can rub the SDK through Google tag manager or telium data layer like sorry ethelium tag management platform this happens and this occurs it does add a little bit of complexity but it&#39;s pieces that we&#39;ve done in the past when we were at a pro server in Salesforce so I&#39;m looking for more questions Checker so I think there are they are already and so baby there is one that asks for the consumables for the platform be a little bit more context on consumables right yes what do you mean by consumables or are those the input data or that was a question from Manpreet yeah yeah if we get a little bit more details we could potentially help I&#39;m seeing profiles and other pieces feel free to come off me and ask a little bit more details there yeah I&#39;m gonna uh turn on the option to unmute so you can unmute and share more details so I actually also have a question I see mantri just mentioned uh for marketing Cloud uh we consume contacts so the number of contacts along with the SDK we purchase you can unmute and clarify your query if he doesn&#39;t I think I know where he&#39;s going with it um so what we were talking about a little bit earlier in the presentation so contacts of the specific consumables that are you&#39;re going to be charged with within marketing Cloud Itself by Salesforce when we&#39;re talking about personalization we&#39;re looking at unified profiles or name profiles we&#39;re also looking at specific visitors on a monthly basis to your website there&#39;s some calculations that are done on the Salesforce side I will see if I have a link somewhere and I&#39;ll provide it and you guys can take a look I think on the deck itself at the beginning of the presentation it was mentioned uh in numbers in multiples of 100K uh the named profile and unique customer JB was actually explaining that slide yep perfect uh one query I am having uh regarding the date format you were explaining earlier uh so I am just looking for like when we are integrated with other CRM platforms and or uh suppose say we are getting data set which we load on personalization we have certain date format so other instances or platforms may be using uh the same format that UTC or the local date format they are using but in personalization how they are getting treated means uh in back end for me particularly in marketing Cloud I have faced this issue the data getting stored in marketing cloud is in UTC uh sorry uh the EST time zone but CST time zone but when I&#39;m displaying the data in UI it is in my my local time zone say India time zone so uh the data when uh coming from other platforms those data sometimes give us wrong data conversion so uh the other platforms are using IST which is getting treated within marketing Cloud as a CST time zone and the date conversion happens so are there any specific issue uh within personalization which we can address I&#39;m understanding the question correctly in the UI itself you&#39;re going to be seeing it in the local time I don&#39;t think there&#39;s much you can you can do on that front you&#39;re going to have to do conversions from the data that&#39;s flowing within to the personalization platform whether that&#39;s maybe an ETL and that&#39;s maybe user data from barking Cloud you can set time structures and so I would double check and there&#39;s documentation links on how data should be acceptable in a specific range for it&#39;s an httl and then from within a sitemap perspective that varies by calling to client to your point each client may have a different time zone structure especially within Europe and you know Amer versus an APAC as well and so probably not the best answer for you I think the link that I shared within the actual chat will get you as a starting point and then we can have some further discussions maybe you guys ask in that ama panel a little bit later to Matthew and others I faced this issue when the data flowing in within two marketing Cloud that data is coming with ist as the time zone set in their platform but in marketing Cloud it is getting created as a CST time so therefore by default the system converts it to local time and shows a different date mainly when it is before GMT and after GMT the plus and minus that&#39;s where the error comes happens yeah I mean I think it&#39;s a good question to ask the AMA panel um I don&#39;t know if there&#39;s any more details I can potentially provide at this moment sorry no no fight just if you can just let me know uh if there are any such issues or how to address definitely no I can provide more information on the slack Channel after this as well if I find anything and thank you Jacob for providing the details on that and we as Jacob mentioned we also have the chance to discuss this on the ask me anything panel if you think this answer doesn&#39;t it&#39;s not something that you&#39;re looking for we can put that question on the ask me anything panel thank you very much Jacob uh for your patience and being so flexible I think we can uh we we can uh wrap this up so in any questions anyone have any other questions please post them on the slack Channel if we can address them we will do that on the slack Channel if not now so we can no we can post them on the form for the ask me anything panel and I thank everyone for your patience and for your interest to learn so I do have two certifications certification vouchers to give today and thanks to Jacob for giving up his uh voucher so please send me an email to my cglid I&#39;m gonna post that in the chat window so the time limit is the next five minutes and tell me uh why do you need the voucher so I would be happy to give the voucher to the person who needs it most so tell me why you need to watch it how it can help you and the first two members or the members who come up with the the real valid reason so I&#39;ll share the watches with them so the time limit is the next five minutes so please put that in the email you don&#39;t need to put that in the chat and once again thank you Jacob thank you D and thanks everyone and we hope to see you in the next session and next session what we&#39;ll do is we will set the time to 90 minutes so just in case we go over just wanted to make sure that we cover everything in detail so uh block 90 minutes of your time I&#39;m gonna update that on the invite as well so if we go over we still have time to cover all the topics in detail thank you once again see you next week bye

hello everyone thanks for joining the day two of the marketing Cloud personalization series and I thank everyone uh for joining and showing your interest to learn marketing Cloud personalization and a special thanks to all the speakers involved in making this a reality so without each and every one of the speakers listed this bootcamp wouldn&amp;#39;t be possible so this is the schedule for the 15 day series we have finished the overview session last Tuesday and today is going to be all about the setup and account Administration and gradually we&amp;#39;re going to Deep dive uh into the advanced concepts so next step in the day on Tuesday the first August we&amp;#39;re going to look at the solution overview and further we will explore the site map we will get our hands dirty like we will get into implementation how do we create the sitemap data integration segmentation and all these topics so these will be more advanced including detail demos as well so this is the schedule um as of now any changes I will let you know ahead of time and these are the dates that are mentioned as per the eastern time Eastern Time Zone and the time is uh every uh 12 p.m Eastern so all the sessions are at 12 pm Eastern so just a little bit about me I am the leader of the Salesforce Marketing Group Phoenix I&amp;#39;m also the marketing champion and marketing Cloud consultant 18 times certified and the founder of MC learning Camp if you don&amp;#39;t know about MC learning Camp so this is um uh this is all about helping people learn marketing Cloud no matter where they are in the journey marketing Cloud Journey whether that the beginners or the intermediate level or trying to clear the certifications this is founded to help people learn marketing cloud in and out so these are my handles the Twitter LinkedIn and the YouTube so all the sessions that have been conducted before and the upcoming sessions they will be recorded and will be uploaded to this YouTube channel you can find it using at the right MC learning camp and today I also wanted to give a shout out to our rock star Jacob um Jacob have done a wonderful job as today um answering the questions in the chat window and today he will be joining me to do the demo part and I can thank Jacob enough for being so flexible and readily accepting my invite and request to share this demo part Jacob um can you please introduce yourself yeah sure thing nice to meet everybody so it states I&amp;#39;ve been a personal I&amp;#39;m a personalization practice lead here at Silverline which is a still a Salesforce consultant I&amp;#39;ve been working with the personalization platforms since the Thunderhead days at Salesforce and I used to work in Salesforce and Professional Services so when I saw Chris do the presentation the other day I joined in because Chris and I have worked together in the past as well so happy to help and look forward to talking to you guys about the platform thanks Jacob be happy to have you so just before we get started so I wanted to bring to your notice a couple of things these sessions will be uploaded to the YouTube channel at the right MC learning camp and any questions please post them in the chat window um so we please make sure that you limit the questions to the topic that is being discussed in the present session so as I mentioned there are many more advanced topics coming up so we have a lot of content planned and all the details will be discussed in the further sessions so if you think your question is related to the other sessions not related to the present session please uh hold your questions for that specific day and if you think you have missed uh posting your questions on the specific day we have this ask me anything panel coming up on September 5th so I have shared the form with you where you can fill out your questions so we will address those questions on the ask me anything panel so don&amp;#39;t know uh you don&amp;#39;t need to worry if your operation is not answered we will try to cover all the questions as nominee as possible and make sure you register to all the sessions we have 15 sessions we are in the second session so make sure you register to the next sessions as well and remember to fill out the questions for the ask me anything panel and if you&amp;#39;re already part of the slack channel the MC learning Camp you will see a new Channel created for marketing Cloud personalization 23. all the updates related to this series especially will be posted to the slack channel so make sure that you&amp;#39;re also part of this live Channel and let&amp;#39;s let&amp;#39;s see what we have uh looked at in the previous session so Chris has done a wonderful job of giving a high level overview of what marketing Cloud personalization is is and how it can be used and different uh different features like segmentation creating a unified profile recipes decisions and many more that comes into that so now as a summary Market marketing Cloud personalization is all about listening to the customers interactions so how they are interacting with the brand how interested they are how um what kind of products they like what kind of Brands they are they feel Affinity two words too so all this can be um tracked in the personalization and that can be used by using the algorithms that we create and the Machine language algorithm uh machine learning that we have we can create in its best actions and the recommendations and the rules depending on that and using that data we can provide customers the best experience like targeting messages targeted messages to them so it can be used for several use cases so the use cases can be for the retail Industries so if it is a product based company so it can be about product recommendations now the next best like Croco browse or go buy if somebody has draw bought the same kind of item those items can be provided under the recommendations now so under the retail there are many use cases how marketing Cloud personalization can be used and for demand generation for create generating the leads and engaging them and further uh trying to acquisition and it can be used for the financial services for the Travel Health and life sciences and various phases uh the personalization can be used is during the web on a website um the website can be personalized so that depending on the user logged in or depending on the interest the user has shown previously the recommendations or the products that are being displayed on a specific page can be uh customized and the open time email is something when we send the email and depending on the time when the email is being opened now so the content that is being displayed in the email will keep changing and the type of content will can be customized as well let&amp;#39;s say we have a holiday like uh previously the Independence Day July 4th so that was the time where there were more discounts and let&amp;#39;s say I received an email during the time and I couldn&amp;#39;t open at that time if I go and open the email at this time today so the offer is no more relevant so that should not be displayed to me because that&amp;#39;s no more relevant so the content that is being displayed in the email can be customized depending on the time the email is being opened in Brigade campaigns depending on the events taken on the website let&amp;#39;s say an abandoned cart or item purchased and net similar items we can provide recommendations through these triggered campaigns and journey Builder triggered uh use cases is uh we can create segments and using those segments we can push the audiences to the journeys and Survey sales to service Cloud use cases are when we can push the data to the sales uh or the talk to the service Cloud to create the cases or to do to take some action or to assign or some actions necessary on the CRM side I&amp;#39;m gonna quickly show the wide range of use cases that marketing Cloud personalization can serve so this is the use case Library so I am looking at the help for the marketing Cloud personalization so this is a library of all the use cases so I have discussed a few of them the retail demand generation Financial travel Life Sciences so if you go to each of these I can go in depth further retail the web use cases so at different phases of the life cycle so by the onboarding process or during the Discover or during the conversion so we can create personalized experiences we&amp;#39;re using different use cases so Einstein recipes add to cart recommendation so or the cart upon abandonment when a cart is abandoned so that uh some even can be triggered in the personalization and some messages can be sent or emails can be sent accordingly I also have another use case example for the demand generation so for the demand generation if somebody signed up but then they did not complete the sign up process and the exit exited so when you click on these individual links you can see all the information that is available on that specific use case so this set of use cases this Library gives us the idea of how personalization can be used so this is only specific to the demand generation web use cases there are many other use cases for the open time or the triggered campaign or the journey Builder or the CRM integration so this gives you an idea of how you can use it and also when you are implementing it this has all the information the target our audience or the challenge or the solution approach and the campaigns that we can configure and all the information that you can get started with so there is wealth of information and thanks to Salesforce documentation people who have put together this wonderful information here so if you want to get an idea of where we can use the personalization and in what ways what phases so this is a good resource here I am uh I have this linked here as well so when I share this like that you can go and browse all these use cases before we go further I wanted to share with you all the places where you can access the information related to the personalization so can can can you share or do you know what personalization was previously known as you can post that in the chat window so what is the formal name for yes that&amp;#39;s right interaction studio and interaction Studio was once Acquired and renamed so do you know the name yes ever Gage that&amp;#39;s right so you can see some references to the evergage and to the interaction in the studio at some places but that is all the personalization so try head is the first place so the trailhead has a few modules that are helpful so if you&amp;#39;re starting if you&amp;#39;re a beginner you can get started with this information because it has a detailed information all the relevant information not just personalization but it also talks about the real-time interaction management or the customer interactions so there are some relevant modules you can check this tray and the Salesforce help so the help page that I have showed here so this is the help page where there is a lot of information about the marketing Cloud personalization so all the sessions that we will be discussing uh in the upcoming sessions as well so you can find references to these help documents even though you do not have access to the partner learning camp or any of the resources that I list here so help is the easily accessible to everyone so you can go and check all the information here and there is one more the eCampus it has a lot of information for the personalization to get started for the getting started or how to navigate the platform or how to create their accounts or uh development of the marketing Cloud personalization the developer aspects as well everything is covered in detail so I have this links uh listed and in the slide deck I will be sharing it shortly after the session you can access this from the slide deck and the partner learning can if you are working for a partner Arc you can access the partner learning camp and there is a course for the marketing Cloud personalization which has all the sessions so all the sessions that we have registered here so there are some detailed modules for each of these sessions as well so that&amp;#39;s a great uh resource if you have access to it don&amp;#39;t miss to utilize that and also as Chris mentioned is today there is an accredited professional certification as well so if you&amp;#39;re done with learning and if you want to do that credential so you can do that from the partner learning Camp itself on the developer docs so this has uh information more related to the developer aspects the apis um so when we are deploying the web SDK I can show that quickly so here it has all the information related to the integration the SDK and the apis listed here so this is also a great resource you can uh you can check these links and bookmark these so these will be handy so when we are getting started there are a few considerations before we implement the how do we do the discovery and what are the questions what type of questions that we should be asking what is the information that we need to know prior so uh for the benefit of time and also considering that not everybody will be doing the implementation at this point of time this series is more focused to help you learn marketing Cloud personalization so when you are ready for the implementation so this or the references included here you can go and check this out so this is the implementation checklist and there is a good uh module on the implementation aspects how to get started what kind of Discovery questions to ask so what kind of stakeholders to include so there is a good information available there so you can check it here and so when we decide to go with the marketing Cloud personalization there are two types of additions available the growth Edition and the premium so growth Edition um there are a limited set of features uh available that will be website and email personalization segmentation ABN testing and product and content recommendations the premium comes with more limits the instead of the 100 000 monthly unique visitors and the named uni individual profiles it has more uh limits of 500k monthly unique visitors and 500k named individual profiles and on top of the key features provided in the growth Edition Premium Edition has more uh as features like the CRM integration or the server side API responses or the mobile app personalization and push and these limits can be uh [Music] 100K you can purchase more monthly unique visitors on the named individual profiles and there are some limitations of how we use the data and the how do we do the Integrations so we are providing the link here so you can check all the limitations here the data and the object limits and the integration limits everything is listed here so you can check under this help page so this is not the information that you would need on a day-to-day basis but just just for the reference if you need to clarify you can just check here so yesterday there was also a discussion about how we&amp;#39;re going to use the data and is it appropriate to collect a lot of tracking data on a user so it is very important that whatever data that is being collected it is it is being put to good use and also for the purpose that we are collecting the data and these days consumers are also concerned so as I know that whatever website I&amp;#39;m browsing I&amp;#39;m also concerned that my interest or my information is being collected by somebody whom I don&amp;#39;t know same way all the consumers are concerned about the financial and identity related risks and for um also the data being collected by one brand may be shared by different brands maybe sometimes by the parent brand let&amp;#39;s say I give uh my information on the Facebook that will be shared on the WhatsApp or the Instagram but it&amp;#39;s also a concern that the data is being collected and used in an uh in an uh unanticipated way and there are also concerned that the data being used that&amp;#39;s uh data being collected is being used for a purpose that is not relevant so if I do a one-time search or I purchase a product to give it as a gift but I that is just one time per one one-time purchase and I don&amp;#39;t want my uh further recommendations to be based on that specific product so it&amp;#39;s also a concern that the products that are not relevant are also being shown or the personalization experience provided or not that relevant whatever the data that is being collected that also not being appropriately used so those are some of the concerns that I may have or you may have or all the other consumers may have so keeping those in view some best practices are recommended so these are use and collect information only uh that is required so if we don&amp;#39;t need the first name and the last name we only need the birth date or the demographic location then confine the the data collection only to the data that is required let&amp;#39;s say I&amp;#39;m going to do a birthday campaign um on the consumer&amp;#39;s birthday I&amp;#39;m gonna send some offer I wouldn&amp;#39;t need the year I can just collect a date and the month so I can be specific with what I require and not collect all the information that may not be needed and whenever we collecting the data we have to be transparent and on how we&amp;#39;re going to use the data and also when we are sending Communications transparent about how the Cadence of the communications are going to be and consumers can have control and Clarity so whenever as a consumer if I want to know what kind of data is being collected on my profile I can request the company so the company has the responsibility to honor my request and provide the information that is collected on my profile and also I have the right to forget so if I say if I request that my information need to be erased from a particular company so that needs to be honored as well and whenever we&amp;#39;re collecting the data make sure that the information is clear to the consumer how why the data is collected and how it can be used for their benefit so if we collect information about their info interest or to the demographic so we can help them understand that we can provide them with product recommendations that are more relevant to their interest or to their area location and whenever we&amp;#39;re collecting some sensitive data we have to make sure that we&amp;#39;re not sharing it or we are treating it wisely and make sure that uh we follow the right of least privilege only give access to the people who truly need it so not to everybody so if let&amp;#39;s say we have the data collected make sure that only rightful users have access to that data and when we are sharing information with the third party Partners make sure that uh what kind of information is shared and whether the information is appropriate or not and how the dates on times are used in personalization so all the dates are stored in the UTC format and when we look at the timestamps it will be shown in the local time zone and on the segments and the customer profile and campaigns we can customize it to the specific date and time range so whatever that we want to have displayed we can change it on the segments the unified customer profile that is being created and the campaigns we can have our local time range or we can customize the time time range that is being displayed but internally the times will be stored date and time will be stored in the UTC format I&amp;#39;m pausing here to see if there are any questions and just like the way we can check the status if something is not working or a site is down uh we can check the status for the Salesforce and the marketing Cloud the same way on the trust side we can go and check the status of the personalization so when we go to the trust.salesforce.com we will see the marketing Cloud personalization in this step so underneath we can check by the region and also buy the servers no so to which um server the instance belongs to um I&amp;#39;m gonna show that in the next in a few minutes so depending on the instance up now where it is located we can see this listed in the URL so we can find that out and use it to know the status so we&amp;#39;ll check this region and underneath we&amp;#39;ll check the kind of server it is on so those are the basic things to get started and before we dive deep into this there are a few terms that we need to be aware of so you may be hearing a lot yesterday and today about different terms that are totally new don&amp;#39;t be overwhelmed so these are all like um we are using it all at once without um even go going into the next sessions in detail so these will be discussed in detail in the sessions as they are relevant so I&amp;#39;m just providing an overview of what these are we will be seeing at these in detail in the next sessions so the data set just like the way that we have the business units in the marketing Cloud business units can be used to enforce account separation and to allow for enhanced security measures the same way in the marketing Cloud personalization we use data sets that is used to control access to the data and depending on the geography the brand or or even for to differentiate the test data and the production data we can create different data sets and also just like the way for in marketing Cloud we provide different roles for the business units the same way for each data set we can create uh we can assign roles for each user so for a user to access a data set they need to be given access to that specific data set so one one uh common example where these data sets happen are used or for the testing purposes as well so in marketing Cloud business units is like an additional purchase but in the personalization the data set is easy to create and Grant access to Salesforce interactions SDK launcher we will see this in detail in the next week session site map session this is basically a Chrome extension that can be used to add personalization features on the website the unified customer profile you may already know about this it&amp;#39;s collecting the data that is available all the data across all the channel about a specific consumer specific user and integrating that user to create a unified profile so all the information that is available on that specific user can be created as a single unified customer profile open time email personalization so the personalization content and recommendations can be provided in the email depending on the time the email is being opened real-time interaction management it is uh all the capturing all the interactions by the consumer in the real time and also providing the recommendation or the personalization in the real time so in the personalization it can all happen within 30 milliseconds so you might have heard Chris discuss this up now so all the process from right from listening to the ACT phase like providing the recommendation it can all happen within 30 milliseconds the JavaScript Beacon it is a code snippet that is added to the website so it is like um a first party cookie that listens to the visitors actions so whatever action that a visitor is taking so it tracks and it collects all the information if they provide the information um if they feel in any form or provide the email that will be tracked and also even if they are Anonymous and if they haven&amp;#39;t provided any information for the anonymous visitors as well the some information like the pages that they have viewed or the time they have spent or the geolocation or the device ID and some information can be collected on them as well all this information can be collected using the JavaScript Beacon and it will be tracked to the personalization the site mapping is um is a framework that is a integration layer configuration driven integration and layer that is deployed and executes within the beacon so we have seen the beacon so it executes within the beacon and it is used developed to integrate with a specific site using apis so that is used to map the objects into the personalization through even capture so whatever the events that happen on the website that can be tracked back to the personalization web SDK it places the first Power party cookie for all visitors and then and it can collect all the implicit and explicit information and also the behavioral data for both Anonymous and uh known visitors and uh similar to the web is Decay there is a mobile SDK that is used to track the behaviors and actions on IOS and Android mobile app users so it can be used to deliver personalized experiences inside the app or another channel in real time so these are a lot to remember but this is just for your reference just keep them in mind so when we go over them in detail in the next sessions uh you can get to see how you can configure and what they really are but this is just for your primary basic understanding of what these are so this is a catalog it is a collection of all the items so if um it is a retail brand it will consist of the product or if it is a daily newsletter it will consist of the content or some creatives that can be personalized so it&amp;#39;s a collection of all the data the related items it can have the metadata associated with them as well so it can have the attributes and the dimensions so the items can be the blocks resources or product solution and in some cases it can be the stores branches and other items as well and as to the dimensions it&amp;#39;s like a metadata describing um about the item so it could be the color or uh the size and the attributes are the characteristics the name URL or the published date another features so taking the example of a sample catalog for a retail company so the items can be the products and the promotions the stores and the blogs and the categories can be the dimensions so what kind of category the jackets or the uh boys or the Footwear Footwear or the accessories and the features and gender is another dimension the colors are the dimensions so when we create the catalog we Define all these so we can track them again in the personalization and for a financial services industry these are the different types of items and the dimensions the products the branches calculators promotions these can be the item and the dimensions can be the categories what kind of category does it fall into the banking or the insurance or the investing or the banking class Personnel or the business the blocks blocks is the item the keywords uh home buying or the insurance or the banking what are the interest rates and all these can be the dimensions and behavioral events or uh the events that are tracked on the user depending on their behavior like how they&amp;#39;re browsing the page or what their activity has been what kind of what amount of time they have they have been spending so all this information can be tracked and that can be used for triggering the campaigns so if they seem to be interested in a specific product we can send them some product recommendations or some discount coupons on that specific product or some similar items it can be used for cross-channel campaigning as well and it can be used for segmentation and then pushing them into the journeys or sending the data to the CRM can be used for reporting and many more user attributes we will see user attributes in detail in the next session but uh just to give a high level overview so this is the information that is attached to happen to it can be the identity attributes or any other attributes and the information that is being collected on a profile they are known or unknown these are the type of information that can be collected so if on the email address the metadata can be the origin where the information is coming from is this classified as sensitive or um it is um pii information or non-sensitive that can be collected and where this provided who is where it is coming from the gear ID and the updated time as well this is the metadata that will be stored and the attributes can be of different types the string number date Boolean object and this in attributes that are being collected the data that is being collected can be used for segmentation so if we see that they are at a specific life cycle or the last purchase was some item we can segment all those users based on that and we can Target those customers in the journeys or some targeted campaigns and in this decisioning as well so this information as and when the user uh browses a website or exhibits some Behavior we collect an information and save it under the profile and we can use it later for the targeting purposes so we&amp;#39;ll now go into the account settings okay any questions we can take them at the end of the session I have a few more uh slides to cover so just be assured that we&amp;#39;re gonna cover all the questions if time do not permit today we can cover the questions in the slack Channel and again in the ask me anything panel as well be sure to fill that out so logging into the marketing Cloud personalization is simple so if you already work in the marketing Cloud instance so personalization sits in the marketing Cloud instance itself you don&amp;#39;t need to go to another location just in the marketing Cloud you will in the navigation menu you will see the personalization and when we go to the personalization you will see the dashboard the home page with all the relevant information and this is the left pane where it has the different Navigation menu items so it lists all the reports um there are multiple number of reports which can be customized so that can be checked under this tab and this is all uh categorized by the functional area the channels and campaigns the audiences the catalog machine learning gears and the other settings and security so under channels and campaigns we can check the web the server side triggered mobile email third party this is where we can get to see the beacon the we can configure some of these under these channels and campaigns um I will leave some time for Jacob to go over these uh in detail so for the audiences we can create the user segments and the account segments catalog this is where we create all the catalog items the dimensions that we have discussed the um and service is available I think is only for the premium editions so we can create surveys and machine learning this is where this is also an important portion here this is where we create the Einstein recipes we will see all these things in the next two weeks so this is something important so machine learning we can check all this here on the gears open on settings settings is the place where we and take the user configuration security and settings so we will we will get into that in the next few slides so these are basically divided into few functional areas like channels and campaigns audiences catalog machine learning gears and this security and settings the data sets so whenever we log in um the default will be the engage so we can switch to another data set if it is already present we can switch to another data set by clicking on the down arrow and it will give a drop down list of all the data sets that are available and we can navigate to that specific data set so on the data sets we can add a data set plan a data set and Export evens from a data set so on is testic data set there may be multiple events that happen so if you wanna it&amp;#39;s code all those events out uh externally you you can export it in the data set up in on the data set list itself there on the right side there will be an option to clone and export and data sets as I mentioned before that can be used in some cases for the testing environment or another production and for some use cases can be used to separate different business units as per the geography or the brand or some of the criteria and it&amp;#39;s also used to track websites separately from the application the API tokens uh if you are aware of the marketing Cloud installed packages so when we create the install packages it&amp;#39;s it&amp;#39;s a way to communicate with the data inside the marketing Cloud the same way in the personalization if you wanna access the data inside the personalization we can create the API tokens and using those tokens we can create and update users and receive behavioral data from the offline systems and using that API we can uh get the historical transactional data or up update any of the information that is present inside the personalization the audit clock is place where we can check all the um all the log information so it is divided by the event type so we have a list of events here so by the event type we can browse and check the log for that so right now I&amp;#39;m looking at the authentication so whenever user logs in or create some users or does some segmentation everything will be will be recorded under this audit log so there are a different set of permissions available so whenever somebody wants to log into the marketing Cloud it&amp;#39;s a two way two-step process so the first a marketing Cloud administrator on the marketing cloud and need to create the user and then give them access to the personalization so make them uh under the permissions give them make them uh give them access to the personalization as the user or as the admin so depending on that the user will be able to access the data sets if it is an admin permission they will be able to access all the data sets if it is a user they can only log in but cannot access any of the data systems so the first step is creating the user in a marketing cloud and granting them permission and the second step is the user has to go back and log in and access the personalization that can creates the user in the personalization so maybe we will show that in the demo part how that is done so the user will be created and then the access to the data set needs to be granted at that point of time so there are uh some default user roles that are available the campaign approver the campaign author editor editor with export and viewer so when we create the user and we can give access uh to the data set and also the role for each data set what kind of role we want to Grant so it can be different for the each data set and these are the different type of permissions that are available so depending on the functional area the channels on the channels you can create the campaigns or templates or item templates so this is high level I&amp;#39;m gonna quickly uh go through this so when you create so these are the granular level of access permissions that we create so when you want to let the user create the segments or only view you will grant access to this set of permissions here so when somebody is granted an administrator permissions they will be able to access all the data sets and all the data that is present Jacob I want to save some time and give you some time for the demo part uh you want to take it over yeah sure thing okay I&amp;#39;m gonna start the screen share your fun noise in the background my two and a half year old&amp;#39;s deciding to yell and run around it&amp;#39;s always fun so hi everybody I&amp;#39;ll do my best to show as much as we can like 10 minutes um feel free to ask any questions in the chat we&amp;#39;ll get to it I&amp;#39;ll leave a few minutes to answer any questions as well so as for you guys were talking about from an account Administration perspective and getting into the personalization platform when you&amp;#39;re starting to do that Lincoln linkage or the handshake between a user within a marketing Cloud instance into the personalization instance what you would be doing is creating that new user and coming into hopefully you guys know users you&amp;#39;ll be going into a specific person looking at the roles and starting to enable permission for personalization and so for me as an individual in my own demo account here I have administrative access so that access gives me everything but once this is completed saved and and completed the individual who you&amp;#39;re completing it for will be able to log back into marketing Club they will see the icon removed away from personalization that they now have access to it and they&amp;#39;ll be able to click into personalization and start going into the specific data sets that they need to to look at uh from here there&amp;#39;s a couple of other items that we&amp;#39;ve covered so far on the slide decks so I want to show a couple most of the time that we&amp;#39;re going to spend here is a little bit of account Administration so let&amp;#39;s go to security and we talked about roles and roles definitions so that&amp;#39;s where you find it security manage roles definitions and you get specific roles out of the box within the platform just like you have within marketing Cloud if you guys are familiar you can add specific roles like we were showing on the slide deck to again provision down to the more granular level of who gets to see what uh depending on their role within the organization and to the point where we were saying once that handshake is completed you&amp;#39;d show here there&amp;#39;s a lot of folks here in my own instance here at Silverline but how it would look if it was looking at myself is I would come through I would have that account administrator role and then you&amp;#39;d be able either to a permission provide additional roles to them within the personalization platform or continue with the account administrator rules hopefully that helps so far with the users and the roles I think let&amp;#39;s go back to one other piece that was shown is there was API tokens so API tokens are created again within the security setting uh within the platform and you&amp;#39;re able to create these tokens once you create the tokens you put in your permissions and your specific items and you&amp;#39;ll get a CSV with your client secret and other code that you will then utilize one of the big reasons why this is utilized is the integration and connection Point into Salesforce sales or service cloud or the core instances that your client or you guys might be working with and so this is how we create this handshakes and do the server side Integrations you&amp;#39;ll cover that more with others later on in these sessions but that&amp;#39;s a starting point and I&amp;#39;m going quick so feel free to just keep asking questions and we&amp;#39;ll go from there the other items is you do are allowed audit logging within the platform it&amp;#39;s not as extensive if you&amp;#39;re familiar with Salesforce core audit loggings or if you&amp;#39;re familiar with some of the features that we have within marketing Club but we are able to see specific what has been done with API tokens it was authenticated Etc so this does give you at least a starting point to say what has been done within the platform and hopefully there were no mistakes made but if there were we could see and potentially see what has occurred yeah now let&amp;#39;s go back to settings and then we&amp;#39;ll go all the way and start at the top and I&amp;#39;ll do some some rough sort of components at a settings side I think there&amp;#39;s a couple areas that you guys should all know about when you&amp;#39;re working with a platform so from a general setup perspective you see these main five columns documentation does a pretty decent job of explaining these I think the biggest ones to call out here before we go into advanced options is as you&amp;#39;re building out your data sets within the platform you will be determining types so is this going to be the data set type for production instance is going to be our QA environment it&amp;#39;s going to be staging Etc most of what we like to do from personalization perspective is make sure that we&amp;#39;re building off of a production website knowing that there&amp;#39;s probably the next lowest environment from a client&amp;#39;s perspective is staging and we like to have those two layered in in a green field implementation as two data sets within the platform and so we&amp;#39;re building off of what our staging environment will look like but also building off of what production looks like and then we&amp;#39;ll able to do specific pieces of moving items from a staging environment or staging data set into production data set tracking accounts uh that&amp;#39;s specifically for the B2B function within the platform uh your client does need to purchase uh B2B detect and other components within their skus that we had talked about earlier and so feel free to reach out and there&amp;#39;s some documentations on this front the rest of these are they come out of the box and so the biggest recommendation I can have as we go into advanced options and the rest of these is if it&amp;#39;s out of the box checked you should have a good reason of why you&amp;#39;re unchecking it and if you don&amp;#39;t don&amp;#39;t do it I know that sounds kind of funny or for some people but there is some documentation behind it and if you guys are working with a specific partner ask them discuss why should we have why should we be setting the default customer overview why should we be keeping enabled Dynamic content Etc we just won&amp;#39;t have enough time to go through each one but take some time when you get into an account to learn from I&amp;#39;ll call it a couple areas so first the setting of the default customer overview screen type is something that&amp;#39;s critical it&amp;#39;s some pieces that are just not known to a lot of individuals outside of folks who have done implementations by selecting either e-commerce demand gen and SAS you&amp;#39;re changing the overall look and feel of a user&amp;#39;s unified profile within the platform and so the Affinity wheel itself is populated based off of e-commerce and demand SAS itself does not have an affinity wheel and if you want to learn a little bit more details about this I can provide a link in in the chat where how you customize the Affinity wheel and what works for demand gen and e-commerce so again just a critical component to think through as you guys are working into the platform and starting to learn a little bit more about it another critical area that you guys should keep in mind is this section here where we&amp;#39;re starting to identify the specific identity attributes make sure as you&amp;#39;re working with you know your customer your client to discuss what is our identity types that we should be utilizing to make that merge event occur from that Anonymous individual to the known individual we have to mirror what that looks like from the web SDK the mobile app that&amp;#39;s involved in your scope of your project and the server side you can see in this specific demo instance that I have its email address but that could be either a guid or a uuid that&amp;#39;s conformed and structured based off of any other conversations you&amp;#39;re having that can be the Salesforce marketing called Contact key which is a one-to-one it&amp;#39;s not a one to wonder subscriber key but you guess if you know marketing Cloud it&amp;#39;s a subscriber key in the contact key we&amp;#39;re able to make that again handshake and understanding within the instance within their contact table you&amp;#39;re also able to use we don&amp;#39;t recommend profile but you can use profile ID as well I&amp;#39;ve seen instances where we&amp;#39;re passing through variables into the you know sitemap itself based off of maybe an email campaign that&amp;#39;s coming over from marketing cloud in the UTM parameters we capture the either the email address or the blue and gapsody but good practice we would be capturing the market called not Becky all right those are kind of the big highlights areas read through this section if you guys have an instance available to you there&amp;#39;s a lot of key critical pieces let&amp;#39;s go back up and let&amp;#39;s start with dashboard and then I&amp;#39;m gonna pause right after this to answer any questions since I see where we&amp;#39;re right at about time so again when you log in to personalization you land on the dashboard section there&amp;#39;s a lot of details on this left-hand navigation side that you&amp;#39;re going to go through in the next I think 13 or so sessions uh I think some of the biggest pieces to call out in at least the reporting section for folks is natively within the platform and I don&amp;#39;t have a ton of data in this instance um we&amp;#39;re capturing behavior and we&amp;#39;re capturing technology so this is natively what the SDK is doing as we put it on their website based off of people browsing and doing internet so you&amp;#39;re going to understand who is new who is existing you&amp;#39;re going to be able to understand the specific technology they&amp;#39;re coming from the specific operating system platform Etc a lot of this is really critical to explain to a potential customer and client to say as soon as we start getting that site net rolling and running onto the platform you&amp;#39;re going to have a lot of interesting reporting data that can help them understand what their customer funnel looks like from their web properties as long as we have the SDK on this as we talked about before there&amp;#39;s a lot of other pieces here obviously I&amp;#39;m going to talk about web and then I&amp;#39;ll be done I keep saying that but let me run through it so in the web SDK section sorry in the web campaign section you&amp;#39;ll see the web campaigns your templates editors I want to cover web setup since that&amp;#39;s really what we&amp;#39;re here about is account config um when you get into the JavaScript integration there is two pieces that synchronous versus asynchronous I don&amp;#39;t think you&amp;#39;ll be able to cover it all today the recommendation as best practice is using synchronous there will be potential lines that you work with or customers that you work with where asynchronous would be best but this is also a key area where you will find your script type for your beacon so that if you needed to if you were jumping onto cumulus as an example which jumping around you know what happens when you jump around demos you could force your you your osdk to start mirroring your data set within the personalization platform looking at time I think I&amp;#39;ll call it there there&amp;#39;s a couple of other areas that we should probably talk about but I&amp;#39;m going to leave a couple minutes for questions is that okay should I keep going it&amp;#39;s fine Jacob please go ahead okay keep going okay so the other couple of components within the web section is the web SDK settings this is a last resort so just something to keep them back in your mind if you&amp;#39;re working in the implementation you see something gone wrong after you go live you can disable the begin so when you disable the beacon all that happens is all campaign and traffic stops so you could make hot fixes and again this is only in the last resort that you would need to use this but you can do I have to do this with a client before where they pushed major changes onto their website it broke certain consent features and functionality and we had to basically disable and restart so there is a setting within web where you can look at those information when you actually configure your site map again you&amp;#39;re configuring your site map within the actual SDK and the Google Chrome extension but you can see the sitemap within the platform as well again this is only to see if you wanted to look at the code and run through items you&amp;#39;ll go over that in the section later on in this uh sessions as well last two pieces is you can establish website web site wide CSS it&amp;#39;s a hard word to say sometimes I have yet to see a lot of companies use this but you can you could determine CSS that would be utilized throughout your old sitemap and then finally since I know we&amp;#39;re at time looking at your web configuration this is where you will be doing your allowing of your domains we have to allow and we have to do IP um whitelisting as well to make sure that pieces are firing correct so this is where you&amp;#39;d have your allowed domains you could launch your visual editor and you can see any of your site configuration history I think that&amp;#39;s probably all we get to have today from a demo perspective hopefully that helps I&amp;#39;ll stop sharing now thanks Matt Jacob so that is really helpful to have the live instance with some valuable data so I&amp;#39;m checking here for the questions I remember there was a question uh if we can customize the dashboard I don&amp;#39;t think so right that main dashboard when you log in cannot be customized yeah can we run these three through GTM yes you can run the yeah sorry you can rub the SDK through Google tag manager or telium data layer like sorry ethelium tag management platform this happens and this occurs it does add a little bit of complexity but it&amp;#39;s pieces that we&amp;#39;ve done in the past when we were at a pro server in Salesforce so I&amp;#39;m looking for more questions Checker so I think there are they are already and so baby there is one that asks for the consumables for the platform be a little bit more context on consumables right yes what do you mean by consumables or are those the input data or that was a question from Manpreet yeah yeah if we get a little bit more details we could potentially help I&amp;#39;m seeing profiles and other pieces feel free to come off me and ask a little bit more details there yeah I&amp;#39;m gonna uh turn on the option to unmute so you can unmute and share more details so I actually also have a question I see mantri just mentioned uh for marketing Cloud uh we consume contacts so the number of contacts along with the SDK we purchase you can unmute and clarify your query if he doesn&amp;#39;t I think I know where he&amp;#39;s going with it um so what we were talking about a little bit earlier in the presentation so contacts of the specific consumables that are you&amp;#39;re going to be charged with within marketing Cloud Itself by Salesforce when we&amp;#39;re talking about personalization we&amp;#39;re looking at unified profiles or name profiles we&amp;#39;re also looking at specific visitors on a monthly basis to your website there&amp;#39;s some calculations that are done on the Salesforce side I will see if I have a link somewhere and I&amp;#39;ll provide it and you guys can take a look I think on the deck itself at the beginning of the presentation it was mentioned uh in numbers in multiples of 100K uh the named profile and unique customer JB was actually explaining that slide yep perfect uh one query I am having uh regarding the date format you were explaining earlier uh so I am just looking for like when we are integrated with other CRM platforms and or uh suppose say we are getting data set which we load on personalization we have certain date format so other instances or platforms may be using uh the same format that UTC or the local date format they are using but in personalization how they are getting treated means uh in back end for me particularly in marketing Cloud I have faced this issue the data getting stored in marketing cloud is in UTC uh sorry uh the EST time zone but CST time zone but when I&amp;#39;m displaying the data in UI it is in my my local time zone say India time zone so uh the data when uh coming from other platforms those data sometimes give us wrong data conversion so uh the other platforms are using IST which is getting treated within marketing Cloud as a CST time zone and the date conversion happens so are there any specific issue uh within personalization which we can address I&amp;#39;m understanding the question correctly in the UI itself you&amp;#39;re going to be seeing it in the local time I don&amp;#39;t think there&amp;#39;s much you can you can do on that front you&amp;#39;re going to have to do conversions from the data that&amp;#39;s flowing within to the personalization platform whether that&amp;#39;s maybe an ETL and that&amp;#39;s maybe user data from barking Cloud you can set time structures and so I would double check and there&amp;#39;s documentation links on how data should be acceptable in a specific range for it&amp;#39;s an httl and then from within a sitemap perspective that varies by calling to client to your point each client may have a different time zone structure especially within Europe and you know Amer versus an APAC as well and so probably not the best answer for you I think the link that I shared within the actual chat will get you as a starting point and then we can have some further discussions maybe you guys ask in that ama panel a little bit later to Matthew and others I faced this issue when the data flowing in within two marketing Cloud that data is coming with ist as the time zone set in their platform but in marketing Cloud it is getting created as a CST time so therefore by default the system converts it to local time and shows a different date mainly when it is before GMT and after GMT the plus and minus that&amp;#39;s where the error comes happens yeah I mean I think it&amp;#39;s a good question to ask the AMA panel um I don&amp;#39;t know if there&amp;#39;s any more details I can potentially provide at this moment sorry no no fight just if you can just let me know uh if there are any such issues or how to address definitely no I can provide more information on the slack Channel after this as well if I find anything and thank you Jacob for providing the details on that and we as Jacob mentioned we also have the chance to discuss this on the ask me anything panel if you think this answer doesn&amp;#39;t it&amp;#39;s not something that you&amp;#39;re looking for we can put that question on the ask me anything panel thank you very much Jacob uh for your patience and being so flexible I think we can uh we we can uh wrap this up so in any questions anyone have any other questions please post them on the slack Channel if we can address them we will do that on the slack Channel if not now so we can no we can post them on the form for the ask me anything panel and I thank everyone for your patience and for your interest to learn so I do have two certifications certification vouchers to give today and thanks to Jacob for giving up his uh voucher so please send me an email to my cglid I&amp;#39;m gonna post that in the chat window so the time limit is the next five minutes and tell me uh why do you need the voucher so I would be happy to give the voucher to the person who needs it most so tell me why you need to watch it how it can help you and the first two members or the members who come up with the the real valid reason so I&amp;#39;ll share the watches with them so the time limit is the next five minutes so please put that in the email you don&amp;#39;t need to put that in the chat and once again thank you Jacob thank you D and thanks everyone and we hope to see you in the next session and next session what we&amp;#39;ll do is we will set the time to 90 minutes so just in case we go over just wanted to make sure that we cover everything in detail so uh block 90 minutes of your time I&amp;#39;m gonna update that on the invite as well so if we go over we still have time to cover all the topics in detail thank you once again see you next week bye

Transcript for:Marketing Cloud Personalization Series - Day Two Notes

Transcript for:
Marketing Cloud Personalization Series - Day Two Notes