Configure the Demandbase Personalizer App

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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 have a Demandbase Engagement license, and must obtain an API key from Demandbase. To obtain a Demandbase API key, contact your Demandbase representative.
  • 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 Demandbase data. It can:

  • Dynamically filter a Stream to only show Items that match data on the current visitor from Demandbase (using tags)
  • Automatically populate the visitor’s organization logo on Streams that use the Banner+Logo template
  • Automatically insert values from the visitor’s Demandbase 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:

IP API Key

Required Enter your Demandbase API key into this field.

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. The tags to be matched are dynamically defined based on the current visitor’s Demandbase data. For example, if a visitor’s industry in Demandbase is set to Software & Technology, then turning on this option will only return Items that carry the Software & Technology tag. 

The app will attempt to find matches for any of the tags defined by the Demandbase 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:

demandbase.[attribute].[value]

Replace [attribute] with the Demandbase attribute, and [value]with the attribute’s desired value. For example, the tag demandbase.audience.SMB would indicate that the tagged Item should be displayed if a visitor’s audience attribute is "SMB", and would therefore be applied to Items relevant to that topic.

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

See Available Demandbase Attributes below for a list of Demandbase 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 Demandbase 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 Demandbase data. Placeholders can be placed in virtually all editable UI text across your Hub. 

To insert a placeholder, use the format {{demandbase.[attribute]}}, replacing [attribute] with the attribute code (see below). For example, a user with the city attribute "Chicago" would see "Chicago" anywhere you have inserted the placeholder {{demandbase.city}}.

Five Demandbase attributes are supported:

  • Company Name: Use the placeholder {{demandbase.company_name}}
  • Industry: Use the placeholder {{demandbase.industry}}
  • City: Use the placeholder {{demandbase.city}}
  • Country: Use the placeholder {{demandbase.country_name}}
  • Website: Use the placeholder {{demandbase.web_site}}

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 Demandbase 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 Demandbase Data. These are:

  • Company Name: "Your Company"
  • Industry: "Your Industry"
  • City: "Your City"
  • Country: "Your Country"
  • Website: "Your Website"

 

Available Demandbase 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 for the [attribute] portion of the tag. 

For each attribute, a sample value (used in the [value] portion of the tag) is also shown. For a full list of values, or for more information about Demandbase attributes in general, please see Demandbase's online support documentation.

Attribute

Example Value

annual_sales

30000000

audience

SMB

audience_segment

Software & Technology

b2b

true

b2c

true

city

San Francisco

company_name

ACME Corporation

country

US

country_name

United States

demandbase_sid

12345678

employee_count

150

employee_range

Mid-Market

forbes_2000

false

fortune_1000

false

industry:

Software & Technology

information_level

Detailed

ip

127.0.0.1

isp

false

latitude

37.78

longitude

-122.41

marketing_alias

ACME

phone

415-867-5309

primary_naics

541511

primary_sic

7371

region_name

California

registry_area_code

null

registry_city

San Francisco

registry_company_name

ACME Corp.

registry_country

United States

registry_country_code

US

registry_country_code3

null

registry_dma_code

null

registry_latitude

37.78

registry_longitude

-122.41

registry_state

CA

registry_zip_code

94102

revenue_range

$25M - $50M

state

CA

stock_ticker

null

street_address

442 O’Farrell Street Suite 100

sub_industry

Software Applications

traffic

High

web_site

acmecorp.com

zip

94102

 

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).

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