---
schema_version: "1"
id: 5422081dbb1a0cfc7a821ce6627952c8646b21baf0af34f591aee467b9c281b6
title: Prerequisites for Sending Promotion Data to Marketing Cloud Personalization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/interaction_studio_prereq.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.interaction_studio_prereq.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ddb56522663cdb2b0cececa73902caaff5d681faff3f27745331266ec07e3c22
description: Before the admins of Salesforce org and Marketing Cloud org send Promotion data to Marketing Cloud Personalization (formerly Interaction Studio), they must complete a few prerequisites.
products:
  - Loyalty Management
release: "264"
---
# Prerequisites for Sending Promotion Data to Marketing Cloud Personalization

Before the admins of Salesforce org and Marketing Cloud org send Promotion data to Marketing Cloud Personalization (formerly Interaction Studio), they must complete a few prerequisites.

### 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 in&nbsp;<strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Developer</strong>, and&nbsp;<strong>Unlimited</strong>&nbsp;Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license, Data Cloud, and Interaction Studio in Marketing Cloud enabled.</td></tr></tbody></table>

Complete these prerequisites in your Marketing Cloud org and Salesforce org.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d62369e77">Sequence</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d62369e80">Step</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d62369e83">Complete In</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e77 ">1</td>

            <td data-label="Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e80 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_etl_file_upload.htm&amp;type=5&amp;language=en_US" target="_blank">Activate the SalesforceCDPActivationETL in Marketing Cloud
                Personalization.</a>
            </td>

            <td data-label="Complete In" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e83 ">Marketing Cloud org</td>

          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e77 ">2</td>

            <td data-label="Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e80 "><a href="https://help.salesforce.com/s/articleView?id=xcloud.set_up_promotion_with_cdp.htm&amp;type=5&amp;language=en_US" target="_blank">Set up promotions with Data Cloud</a>. Create
              your segments but don't publish them to an activation target.</td>

            <td data-label="Complete In" class="slds-cell-wrap" rowspan="4" style="vertical-align:top;" headers="d62369e83 ">Salesforce org</td>

          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e77 ">3</td>

            <td data-label="Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e80 "><a href="https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_interaction_studio_connector.htm&amp;type=5&amp;language=en_US" target="_blank">Set up the Interaction Studio connector for Data
                Cloud</a>. Ensure that you've already <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_datasets.htm&amp;type=5&amp;language=en_US" target="_blank">set up a dataset</a> in Marketing Cloud Personalization. If
              you have multiple datasets in Marketing Cloud Personalization, select the datasets
              to integrate from your Marketing Cloud Personalization account.</td>

          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e77 ">4</td>

            <td data-label="Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e80 "><a href="https://help.salesforce.com/s/articleView?id=data.c360_a_add_activation_target.htm&amp;type=5&amp;language=en_US" target="_blank">Publish your segments and select the activation
                target as the Marketing Cloud Personalization instance you connected to in the
                previous step</a>. Depending on the object that your segments are based on and
              the requirements of your company, you can add attributes of the object or its
              related objects. Ensure that the attributes that you select are also available in
              Marketing Cloud Personalization as <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_user_profile_attributes_create.htm&amp;type=5&amp;language=en_US" target="_blank">user attributes</a>.</td>

          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e77 ">5</td>

            <td data-label="Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e80 ">
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.add_segments.htm&amp;type=5&amp;language=en_US" target="_blank">Add segments for promotions</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e77 ">6</td>

            <td data-label="Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e80 ">
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.create_data_extension.htm&amp;type=5&amp;language=en_US" target="_blank">Send loyalty promotion segments to Marketing Cloud
                Engagement</a>
            </td>

            <td data-label="Complete In" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d62369e83 ">Marketing Cloud org</td>

          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e77 ">7 (optional)</td>

            <td data-label="Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d62369e80 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_co_connect_the_clouds.htm&amp;type=5&amp;language=en_US" target="_blank">Send the records of objects referenced by Promotion
                records to Marketing Cloud</a>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [_Trailhead_: Marketing Cloud Connect Setup](https://trailhead.salesforce.com/content/learn/modules/marketing-cloud-connect)