Configure the Bombora Personalizer App

Follow

Beta Feature Advisory

This article is about an Uberflip Marketplace app that is currently in beta. Like all beta software, this app is provided "as-is" and may contain bugs or may otherwise not work as expected. 

If you would like to try this app and provide feedback to help us improve it, please contact your Customer Success Manager (or Uberflip Support) to request an invitation to the beta program.

 

Before You Begin

  • To use this app, you must first enable the Bombora integration on your Uberflip account. See this article for instructions.
  • On any Hub where you want to use this app, you must enable the setting Include Item tags for Custom Code. You can find this setting under Hubs > Hub Options > Advanced > Content Experience. To enable, check the box next to Include Item tags for Custom Code.

 

About The App

This app personalizes selected Streams using Bombora data. It can:

  • Dynamically filter a Stream to only show Items that match the current visitor’s Bombora data (using tags)
  • Automatically populate the visitor’s organization logo on Streams that use the Banner+Logo template
  • Automatically insert values from the visitor’s Bombora data into variables placed in Hub text: titles, descriptions, body text, CTAs, etc.

 

Configure App Settings

You configure settings for this app at the Hub level, which means that your settings will apply to the current Hub only.  If you have multiple Hubs, you must configure this app separately for each Hub.

To configure settings for this app, go to Hubs > Integrations > Apps tab. On this tab, open the app's settings by hovering your mouse over the app, then clicking on the Edit (pencil) button.

You can configure the following settings for this app:

Stream IDs

Required Use this field to specify the Streams that this app will personalize. To add a Stream, type in its Stream ID. Add multiple Streams by separating Stream IDs with commas.

To find a Stream ID, go to Hubs > Content > Streams tab, click on the Stream, then click on the Metadata tab. The Stream’s Stream ID is listed near the bottom.

Filter Items by Tags

Optional Turn on this setting to filter the specified Stream(s) so that only Items matching a specific tag are displayed. For example, if a visitor’s Predictive Category in Bombora is set to CRM & Marketing Automation, then turning on this option will only return Items that carry the CRM & Marketing Automation tag.

The app will attempt to find matches for any of the tags defined by the Bombora data. If any matches are found, only the Items matching the tag(s) are displayed, down to a minimum of one Item. If no matches can be found, the full Stream is displayed (all Items).

To use this option, you must add tags to your Items in the following format:

bombora.[attribute].[value]

Replace [attribute] with the Bombora attribute, and [value]with the attribute’s desired value. For example, the tag bombora.pc.Accounting would indicate that the tagged Item should be displayed if a visitor’s Bombora Predictive Category (pc) is set to "Accounting" and would therefore be applied to Items relevant to that topic.

Note that values in tag names must match Bombora values exactly: any spaces, parentheses, etc. that exist in the Bombora value must also exist in the tag.

See Available Bombora Attributes below for a list of Bombora attributes and example values.

Note

Note: This app filters Items on the main Stream page only. While viewing an Item, the Next/Previous Item carousel will remain unfiltered (will show Items not matching the specified tags). If needed, you can personalize the carousel using Uberflip's Content Recommendations feature.

Swap Logo

Optional Turn on this setting to dynamically set the Prospect Logo on Marketing/Sales Streams that use the Banner+Logo template. When enabled, the current visitor’s company will be extracted from their Bombora data and used to search Clearbit for a matching logo. If a logo is found, it is placed in the banner. If no matching logo is found, the default logo from the Stream’s settings is displayed instead.

Search & Replace

Optional Turn on this setting to dynamically populate placeholders in Hub UI text with values from Bombora data. Placeholders can be placed in virtually all editable UI text across your Hub. 

To insert a placeholder, use the format {{bombora.[attribute]}}, replacing [attribute] with the attribute code (see below). For example, a user with the Functional Area attribute "Information Technology" would see "Information Technology" anywhere you have inserted the placeholder {{bombora.fa}}.

Three Bombora attributes are supported:

  • Industry: Use the placeholder {{bombora.ind}}
  • Functional Area: Use the placeholder {{bombora.fa}}
  • Domain: Use the placeholder {{bombora.dm}}

When this setting is enabled, you can use the fields below to specify a custom default value to use as a fallback. If you specify a value for an attribute and no value is present in a visitor’s Bombora data, the value you entered will be inserted into the placeholder instead.

If you turn on this option and do not specify a custom default value for a given attribute, its system default value will be used when no value can be extracted from the visitor’s Bombora Data. These are:

  • Industry: "Your Industry"
  • Functional Area: "Your Functional Area"
  • Country: "Your Domain"

 

Available Bombora Attributes

When you create tags for use with Filter Items by Tags, you can use any of the following attributes. Enter the value under the column Attribute Code for the [attribute] portion of the tag. 

For each attribute, a sample value (used in the [value] portion of the tag) is also shown. You can find more possible values that are applicable to your Hub in the Visitor Insights Dashboard. For a full list of values, or for more information about Bombora attributes in general, please contact Bombora.

Attribute Name

Attribute Code

Example Values

Topics

tp

“Deep Learning”, “Intrusion Detection”, “Storage Area Networks (SAN)”

Predictive Category

pc

“Accounting”, “Security”, “CRM & Marketing Automation”

Industry

ind

“Media & Internet”

Company Revenue

cr

“Medium-Small ($10MM-$50MM)”

Company Size

cs

“Medium-Small (50-199 Employees)”

Domain

dm

“abc.com”

Functional Area

fa

“Information Technology”

Professional Groups

pg

“IT Professional”, “Business Professional”, “Marketing Professional”

Seniority

sn

“Management”

Decision Maker

dcm

“IT Decision Maker”

Install Data

ins

“Cloud Services > Platform as a Service (Paas)”, “Communications Technologies > Telephony”

Education

edu

“Some College”

 

Troubleshooting

If you experience problems with this app's functionality, this may be due to corrupted data. To resolve the issue, try clearing your browser's cache (or try using the app in Incognito Mode to see if that resolves the issue).

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.