Create and Manage Variations in Marketing Content

Create a Variation

1. Open an email or landing page for editing.
2. Select the component that you want to personalize, or click next to an email’s subject line or preheader.
   • If you’re creating the first variation of the component, click New Variation in the component property panel, and click New Variation again.
   • If the component already has variations, from the Variation dropdown, select New Variation.
3. Enter a name for the variation and decision.
4. Set when the variation appears.
   • To show the variation to a recipient if they meet all conditions, select All Conditions Are Met.
   • To show the variation to a recipient if they meet any one of the conditions, select Any Conditions Are Met.
5. Click Add Condition.
6. Select the resource that you want the condition to use. The available resources are based on the data graph.
7. Configure the operator, values, or dates.
8. (Optional) Add a group of conditions to create a more flexible or restrictive rule.
9. As needed, continue adding conditions or groups to the targeting rule.
10. Save your changes.
11. In the canvas and property panel, customize the variation’s content and style based on the audience that you want to reach. You can also use Copilot to generate new content.

Create a Variation by Cloning a Personalization Point

Clone an existing personalization point to use in any content from the same campaign. You can also clone a personalization point that was created in Salesforce Personalization.

1. In the builder canvas, select the component that you want to personalize, or click next to an email subject line or preheader.
   You can clone a personalization point only when the component doesn’t have variations.
2. Click New Variation.
3. Select a recently used personalization point, or click View All to see the complete list. Only personalization points based on the same data graph as the email are shown.
   To create multiple variations of a component at once, select a personalization point with multiple variations.
4. If the personalization point is already used in this email, select Clone the personalization point.
5. Edit the personalization point and variation names and save your changes.
6. In the canvas and property panel, customize each variations’ content and style based on the audience that you want to reach. You can also use Agentforce to generate new content.

Prioritize Variations

If an email recipient or landing page visitor qualifies for more than one variation of a content element, prioritize which variation to show.

1. From the Variations dropdown, select Edit Priorities.
2. Use the arrow buttons to increase or decrease a variation’s priority.
   You can’t change the priority of the default variation. The default variation is shown if an individual doesn’t qualify for any personalized variation.
3. (Optional) To rename the personalization point so you can find it later, click , or use the row-level actions to make other changes to variations.
4. Save your changes.

Edit a Variation’s Personalization Settings

1. Select the variation in the Variation dropdown.
2. Edit the variation’s targeting rule.
   1. Open the Rules panel and click Edit.
   2. Edit, add, or delete conditions or groups of conditions and save your changes.
3. Rename or delete a variation.
   1. To change the variation name, click and select Rename.
   2. To delete the variation, click and select Delete.