Marketing Cloud Personalization common terms from A to F.
Note This glossary contains many, but not all, common
terms associated with Marketing Cloud Personalization. If you don't see a term defined here,
search for it using the search box in the left panel.
- account
- account profile
- activation
- activity
- activity data
- anchor
- attribute data
- attribution type
- attribution window
- audience
- average order value (AOV)
- beacon
- Behavior Report
- booster
- call center
- campaign
- campaign-level goal
- campaign-level rule
- campaign state
- catalog
- catalog mapping
- channel
- click action
- clickthrough
- clickthrough rate
- client
- co-browse ingredient
- co-buy ingredient
- collaborative filtering ingredient
- comparison baseline
- confidence
- content zone
- contextual data
- conversion rate
- dataset
- decay age
- deep behavioral tracking
- dismissal
- dismissal rate
- display frequency
- Einstein Decisions
- Einstein Recipe
- entrance action
- event
- exclusion
- experience
- explicit data
- filter
account
In Marketing Cloud Personalization, an account represents a company or organization that
has individuals who engage with your company. For example, you could have individual users who
visit your site who all work for ABC Company. If you have accounts enabled on your dataset, you
can see analytics by account, activate (personalize) based on account, and view account profile
data.
account profile
For business-to-business (B2B) clients, a profile built both at the individual prospect
and customer level, and for the account to which these clients belong. For example, Marketing
Cloud Personalization can have:
- An account profile of ABC Company
- Individual profiles for anonymous visitors from ABC Company
- Named profiles for Bob and Alice from ABC Company
activation
Using the data collected and stored within Marketing Cloud Personalization to affect a
customer experience in some way. Activation is also known as personalization because it’s the act
of using information known about a person to deliver a personally relevant experience.
activity
This reporting term gives an overview of campaign and goal statistics, including trends
for impressions, goal completions, and click-throughs. Use the activity reporting section in
Marketing Cloud Personalization to analyze information about recent visitors, see actions taken by visitors and
customers, group users by cohorts, and see other data.
activity data
Includes information on pages visited, number and frequency of visits, and page-level
engagement based on mouse movement, scrolling, inactivity, and time spent.
anchor
In the recommendations system, the reference point that an ingredient or exclusion uses
as the basis for determining which items to return. For example, to use a Co-Browse ingredient,
set the anchor item. Marketing Cloud Personalization returns items for what’s being viewed on the
page, in the visitor's cart, last purchased, or purchased by the visitor within a specific number
of days.
attribute data
Data that is unique to a user or account. Attribute data is collected from various
sources, including:
- contact forms
- survey responses on your site
- external databases such as a CRM, email marketing solution, marketing automation tools, or a data warehouse
attribution type
Type of attribution. One of the following:
| Type | Description |
|---|---|
| View | Shows whether visitors saw the campaign and converted during the selected attribution window. |
| Click | Shows whether visitors clicked the button or link in the campaign and converted. Applies only to campaigns that include a button or a link. |
attribution window
The period between the visit impression and the goal completion of a campaign. Marketing
Cloud Personalization offers four attribution windows: 30 minutes (default), 1 hour, 24 hours, and
1 week. Because some products have a longer consideration cycle, review how long the timeline to
conversion is, and then use that time frame when reviewing data.
audience
Specific individuals, groups of individuals (such as segments), or accounts (such as
companies) that are targeted by personalization campaigns, or who view them.
average order value (AOV)
Total revenue collected divided by the number of orders. AOV quantifies the average
basket size of the visitors who saw the campaign and made a purchase during the attribution
window.
beacon
The Marketing Cloud Personalization JavaScript beacon places a first party cookie on the
visitor's browser. The beacon sends data for that visitor back to Marketing Cloud Personalization.
Data includes pages visited, links clicked, time on site, number of visits, geolocation, and
referral source, as well as other collected custom data. The beacon is integrated in either of two
ways:
| Approach | Description |
|---|---|
| Synchronous | Loads the beacon before the page loads. Synchronous integration allows Marketing Cloud Personalization to prevent page flicker, a momentary flash of the original page content. |
| Asynchronous | Loads the beacon after the page has loaded. With asynchronous integration, Marketing Cloud Personalization can’t protect against flicker. |
Behavior Report
Shows information about visits to your site. You can graph out the number of visits based
on new versus returning visitors, engagement level, logged-in status, and purchase behaviors. You
can apply one filter to adjust the results and make comparisons.
booster
You can use boosters to tailor your recommendation recipe to the 1:1 level. When you use
a booster, the visitor's affinity score is considered, and items that match that affinity are
boosted in the recommendations query results. In other words, if you boosted the brand affinity in
your recipe, visitors who show a preference for a particular brand see items with that brand
first.
call center
Systems that companies use to engage with customers over the phone (for example, a
toll-free number). Using an integration, Marketing Cloud Personalization can pass data including
personalized messages and recommendations to these systems to help representatives best serve
customers.
campaign
Contains experiences and messages designed to personalize the interaction a visitor has
with your channels (Web campaigns excepted).
campaign-level goal
Created for campaigns only. Associated with a specific set of narrow actions. Use
campaign-level goals to avoid exposing visitors to the campaign after they’ve reached the goal.
Visitors who reach the goal don’t see the campaign again. An example of an effective campaign goal
is moving people through different audience segments. For example, after a visitor watches a
getting started video, they would have completed the campaign goal of “Watched Intro Video” and
wouldn’t see the message again.
campaign-level rule
Not applicable to Web campaign and experience rules. Rules set at the campaign level
holistically control how the campaign renders. Rules can be based on particular factors,
including:
- visitor or recipient segments
- location
- device type
- time of day
- visitor or recipient behaviors
- company
- industry
campaign state
A campaign can be in one of the following states:
| State | Description |
|---|---|
| Disabled | Set automatically when you create a campaign. A campaign in the disabled state isn’t “live” on your site. |
| Testing | To verify a campaign before publishing, change its state to Testing. |
| Published | When you’re ready to make your campaign live on your site or in your application, change its state to Published. |
catalog
Collection of products and content, as well as related categories, and tags (such as
brand, gender, style, keyword, and author). Marketing Cloud Personalization dynamically populates
the catalog in real time with product and content data automatically extracted from the site. You
can provide this information through a data feed, but gathering your data directly from your site
means that your product and content information is always up to date.
catalog mapping
The process of integrating a site with the Marketing Cloud Personalization catalog. After
the catalog is mapped and Einstein Recipes are implemented, items from the catalog can be
recommended to visitors.
channel
A touch point used to interact with, and communicate with, visitors and customers.
Depending on your Marketing Cloud Personalization license, you can access to channels for Web,
email, and mobile channels, as well as third-party channels (integrations with other
systems).
click action
Occurs when a visitor clicks a button or a link being tracked by Marketing Cloud
Personalization. A click can be a specific action you want to track, or it can be a button or a
link driving visitors to another domain not tracked by Marketing Cloud Personalization. Example: A
Login button that takes visitors to an application from a marketing site.
clickthrough
The total number of clickthrough events that occurred in the campaign. Clickthrough
events are tracked only when a campaign has something to click, such as a button or a
link.
clickthrough rate
The number of clicks divided by the number of impressions. If clickthrough events are
zero, the clickthrough rate is also zero.
co-browse ingredient
The algorithm that analyzes:
- items or content commonly viewed by previous visitors, along with
- the same item or content a visitor is viewing, or has placed in their cart
co-buy ingredient
An algorithm that analyzes
- items or content also purchased or downloaded by previous visitors, along with:
- the same item the visitor is viewing or has placed in their cart during the lookback period
collaborative filtering ingredient
Often referred to as the "people like me" algorithm, collaborative filtering is based on
the alternating least squares (ALS) method of matrix factorization. This ingredient learns visitor
intent through browsing and purchasing behaviors to best match their affinity categories. The
ingredient then clusters the visitor with other visitors that have similar affinities. The results
returned are based on the cluster as a whole.
comparison baseline
A selection in Campaign Statistics used to compare campaign experiences against each
other or against a control. If experience A is the baseline, then the revenue or conversion rate
can be higher for experience B as compared to experience A.
confidence
In Campaign Statistics for an A/B tested campaign, the probability that the click-through
rate for the updated campaign experience will exceed the click-through rate of the original
version (control). For example, if confidence is 95%, the chance of making an error—deciding that
the updated experience gets a higher click-through rate when it doesn’t—is 5%.
content zone
An area of a site that a developer has configured in the sitemap to make eligible for
personalization. Examples: a homepage hero (personalized offers or recommendation) or product
detail page (PDP) product recommendations row (similar items on the PDP).
contextual data
Data that is passed to Marketing Cloud Personalization when a visitor lands on a site.
Includes:
- the visitor’s IP address and referring source
- other information, such as geographical data and device type
conversion rate
The total number of orders or goal completions collected divided by the number of unique
visitors who saw the campaign.
dataset
In Marketing Cloud Personalization, a collection of events, catalog configurations, and
user profiles. Datasets keep Marketing Cloud Personalization data separate and organized. An
account can have multiple datasets. Data is partitioned so that data sent to one dataset is kept
separate from data in other datasets. Partitioned data helps clarify distinct differences in
customer engagement.
deep behavioral tracking
Provides a picture of each visitor’s true interests and intent based on what’s known
about that visitor, including:
| Data | Description |
|---|---|
| situational data | Examples: a visitor's referring site, email or ad campaign source, IP address, geo-location, device type, and operating system. |
| attribute data | Collected from contact forms and survey responses on your site, or from external databases such as a CRM, email marketing solution, or a data warehouse. |
| activity data | Examples: pages visited, number and frequency of visits, and page-level of engagement based on mouse movement, scrolling, inactivity, and time spent. |
| contextual data | Context of each page, such as category, brand, style, and keywords. |
display frequency
A message-level rule that limits the number of times to display a message:
- a specific interval
- all-time
- during a visitor's current visit
Einstein Decisions
Feature that determines which factors to train in the machine learning models responsible
for serving up recommendations. After it’s configured, Einstein Decisions analyzes these factors
for each visitor to determine which promotions to show based on which are expected to generate the
most lift.
Einstein Recipe
Recommendation strategy in Marketing Cloud Personalization. You build recipes by adding
one or more ingredients—or the core algorithms driving the recipe—as well as
exclusions, and boosters. You can create a variety of combinations to serve up the right content
or products based on an individual visitor’s behavior and affinities on your site.
entrance action
An option in the Path report. The Path report shows the number of actions recorded for
the page you selected in the dropdown, the bounce rate for this page, and the path for that
page.
event
Any interaction a visitor has with a site, such as a click, a page load, or a message
view (which is an impression).
exclusion
Designates whether to show items in a recommendation. Usage examples:
- Tailor a recipe to avoid recommending products that are in the cart.
- Include items in the same category as what each visitor is viewing.
experience
Use experiences to create different personalization results within the same campaign. For
example, suppose you want to create a campaign for first-time visitors to your site. You want to
show different message to visitors from Boston and San Francisco because you have events coming up
in those two cities. To implement this approach, create three experiences in the same campaign:
- Boston visitors
- San Francisco visitors
- visitors from everywhere else
explicit data
Data that a visitor provides intentionally, such as
survey responses, purchase history, content downloads, or clicks.
filter
Used with segments or global goals. Apply filters to the data shown in campaign
statistics and some reports. When you apply a filter, only the people who meet the filter
condition are included in the metrics. For example, you can compare how first-time and repeat
visitors performed for a campaign, so you can cater experiences to each group. Or, you can see if
your campaign is performing well on all devices, or only on mobile, or only on desktops. In
addition to any filters you configure for your dataset, there are a number of pre-existing – or
default – filters available for reporting and campaign statistics.