---
schema_version: "1"
id: 1fc9a5b89a5d5446310b190e45d8eef42b2e270aaed494557b883145b39ffdd9
title: Personalize Offers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/offers_personalize.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.offers_personalize.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9b936784c16d46ef488d3e7e9e44ea0224374ab3008b9a45cfac23b93911be40
description: Identify relevant offers by creating recommenders that analyze real-time behavior, profile data, and product catalogs. Create personalization points for eligible customer touchpoints, and configure decisions and targeting rules to ensure individuals receive the most relevant content based on their context.
products:
  - Marketing
release: "264"
---
# Personalize Offers

Identify relevant offers by creating recommenders that analyze real-time behavior, profile data, and product catalogs. Create personalization points for eligible customer touchpoints, and configure decisions and targeting rules to ensure individuals receive the most relevant content based on their context.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Real-Time Offer Management and Salesforce Personalization</td></tr></tbody></table>

1. If you want to use objective-based recommenders, create [engagement signals](https://help.salesforce.com/s/articleView?id=mktg.persnl_engagement_signals_and_metrics.htm&type=5&language=en_US).
2. [Create recommenders](https://help.salesforce.com/s/articleView?id=mktg.persnl_recommender.htm&type=5&language=en_US) to provide and sort recommendations.
    
    Recommenders that use the Offer data graph include default filters for the offer's Status, Start Date Time, and End Date Time fields, so recommendations include only active offers that are within their available date range.
3. [Create response templates](https://help.salesforce.com/s/articleView?id=mktg.mc_persnl_personalization_schema_configure.htm&type=5&language=en_US) to define the data required for each personalization point.
4. [Configure personalization points](https://help.salesforce.com/s/articleView?id=mktg.mc_persnl_personalization_point_configure.htm&type=5&language=en_US) to define the areas in user experience that are eligible for personalization.
5. For each personalization point, [add decisions to personalization points](https://help.salesforce.com/s/articleView?id=mktg.persnl_personalization_point_decision_add.htm&language=en_US&type=5) and [create targeting rules](https://help.salesforce.com/s/articleView?id=mktg.persnl_personalization_point_targeting_rules_create.htm&type=5&language=en_US) to evaluate an individual's eligibility based on data points and determine offers.

- **[Examples of Offer Personalization](https://help.salesforce.com/s/articleView?id=mktg.offers_examples_recommenders_personalization_points.htm&release=264.0.0&type=5)**  
    Learn how you can configure recommenders and personalization points to apply the most relevant offers.