Salesforce Docs Portal

Create Einstein Email Recommendations

To create Einstein Email Recommendations, set up the customer profile privacy. Then the system generates generic recommendations from the scenarios you configured.

Set the customer profile to one of these options.

  • Do Not Track
  • Do Not Profile
  • Do Not Process

For example, if you configure View as the top scenario, a visitor who views a product detail page sees recommendations for products that other customers also viewed.

  1. Create Einstein Email Recommendations Content
    Determine what content to include in the recommendation.
  2. Create Einstein Email Recommendations Logic
    Use Einstein Email Recommendations to create custom recommendations logic or choose from the list.
  3. Configure the Einstein Email Recommendations Layout
    Determine the layout for how recommendations appear.
  4. Configure an Einstein Email Recommendations Scenario
    Choose the recommendation scenarios to use in Einstein Email Recommendations.
  5. Insert Einstein Email Recommendations Code
    Copy and insert the Einstein Email Recommendations code into your email.