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Using Cross-Cloud Products with Marketing Cloud Engagement
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            Add Custom Personalization Interactions

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            1. Salesforce Help
            2. Docs
            3. Engagement: Distributing Marketing and Marketing Cloud Connect

            Add Custom Personalization Interactions

            The Distributed Marketing personalization flow includes these interaction tabs: Edit and Send Settings. Add one or more interaction tabs for more complex use cases, such as carbon copying or sending to alternate email addresses. To extend Distributed Marketing interactions, create a custom external integration Lightning component, register it with Distributed Marketing, and name the new tab in Distributed Marketing Administration.

            Required Editions

            User Permissions Needed
            To add custom personalization interactions: DMAdministrator License permission set and Administrator permission (mcdm_15 namespace)

            All Custom Personalization Interactions can add and modify the same custom data properties for each member. Two separate custom tabs can overwrite each other if you save changes using the same data properties. This can cause conflicts or, if intentional, can enable multiple tabs to work together.

            1. Configure an External Integration Component
              The first step to create an interaction in Distributed Marketing is to configure an external integration component. Your component works with Distributed Marketing as follows.
            2. Register Component with Distributed Marketing
              After building the external integration component for the new interaction tab, register your component with Distributed Marketing. This registration allows Distributed Marketing to render your custom interaction within the personalization modal. Insert a mcdm_15__JourneyApprovalsPlugin__c record for the external integration component.
            3. Name the Custom Tab
              To complete the setup of your new personalization interaction in Distributed Marketing, name the custom tab for the component you created and registered. If you don’t name the tab, the tab name defaults to More.
            4. Remove a Custom Personalization Interaction
              To remove your custom interaction from the personalization modal in Distributed Marketing, delete the registered external integration component.
            5. Custom Personalization Interaction Examples
              Use these common use case examples to guide your custom personalization interaction setup in Marketing Cloud Engagement.

            See Also

             
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