6sense Personalizer: User Guide

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What's New

Release Notes (click to expand)

Oct 5, 2021

  • Added ability to configure certain app settings at Stream level.
  • Added Stream-level Enable setting to activate the app on a Stream.
  • Added the Minimum Confidence setting to allow the user to control how the 6sense confidence attribute value is handled.
  • Increased character limit of Dynamic Stream Title and Dynamic Stream Description settings.
  • Removed the Stream ID setting, as it has been replaced by the Stream-level Enable setting.

Jun 17, 2021

  • Added 6sense Tag Manager to more easily create 6sense tags in Uberflip.

Mar 16, 2021

  • Added Dynamic Stream Title and Dynamic Stream Description settings to allow Streams to be shared without the {placeholders} being visible.

Jul 23, 2020

  • Tweaked how the app treats the 6sense confidence attribute.

Jul 8, 2020

  • Added support for the 6sense confidence attribute, which now affects how the Swap Logo and Search & Replace settings behave.

Apr 8, 2020

  • Added the Show Always Tag setting to the the Filter Items by Tags option, which can be used to always show an Item, regardless of the current visitor's 6sense data.

Mar 18, 2020

  • Added a ufPersonalizerCallback function that developers can leverage to avoid a race condition.

Mar 3, 2020

  • Added a Remove Logos When No Match Found option to provide more control over the behavior of the Swap Logo option.
  • The app will now also work on Hubs running the new Uberflip front end engine.

Feb 26, 2020

  • Added a Log Mode for Marketers option which enables a simplified debug logging mode.

Feb 3, 2020

  • Changed the format for placeholders from {{placeholder}} to {placeholder} (i.e. from double curly brackets to single curly brackets) to allow them to be used in custom code blocks.
  • Changed the behavior of Swap Logo. Previously when this setting was enabled and no logo match for the current visitor was found on Clearbit, the app would display the "fallback" visitor logo (if configured) in the banner instead. Now, the app will hide both logos from the banner, so it is no longer necessary to set a "fallback" visitor logo.

January 23, 2020

  • Added support for filtering at the Item level. While viewing an Item, the app can now filter the additional Items shown in the carousel and Next Item/Previous Item flyouts.
  • Added the ability to customize the labels of the Next Item/Previous Item flyouts.

 

Before you begin

  • Before getting started, first install the 6sense Personalizer app from the Uberflip Marketplace.
  • To use this app, you will need a 6sense account, as well as a 6sense Company Details API key. To obtain your Company Details API key, contact your 6sense representative.
  • If your Hub uses Front End V2, you must also install the Compatibility Pack app. If you are not sure if your Hub uses Front End V2, see this article for help.

 

About 6sense Personalizer

6sense Personalizer can dynamically personalize selected Streams in your Hub for individual visitors, using 6sense firmographic data about those visitors. Using both the general 6sense Company Details API, as well as visitor marketing segments from your 6sense account, the app can:

  • Dynamically filter the content in a Stream: Using Item tags and 6sense firmographic data, 6sense Personalizer can selectively display only those Items in a Stream that carry tags relevant to the current visitor. For example, if a visitor is identified by 6sense as being in the Software industry, the app can automatically display just Items that have been tagged as relevant to that industry.
  • Automatically set a visitor's organization logo on a Stream: 6sense Personalizer can use data from 6sense to automatically populate the visitor’s organization logo on Streams that use the Banner+Logo template.
  • Automatically personalize content text: Simply insert variables into content titles, descriptions, body text, CTAs, etc., and 6sense Personalizer will automatically insert the appropriate values form the visitor's 6sense data into to personalize content for the visitor.

 

Setup: Enabling Item tags for Custom Code

6sense Personalizer uses Uberflip Item tags to personalize content for individual visitors. By default, these tags are only displayed in the Uberflip app, and are not included when an Item is viewed in the Hub's front end. To make these tags available to app like 6sense Personalizer, you must enable the setting Include Item tags for Custom Code.

Info

This setting is Hub-specific, so you must enable it separately in each Hub where you want to use 6sense Personalizer.

  1. Log in to your Uberflip account and use the Hubs menu to select the Hub where you want to enable the setting.
  2. Click on Hub Options > Advanced.
  3. Under the section Content Experience, check the box next to Include Item tags for Custom Code:
    image.png
  4. The change will be saved automatically, and will take effect immediately.

 

Configuring the 6sense Personalizer app

To use 6sense Personalizer in your Uberflip account, configure the app's settings. These settings control the app's functionality, and how it is applied to your Hubs and Streams.

You can configure settings for 6sense Personalizer at the Account Level, the Hub Level, the Stream Level, or all three:

  • Any settings you configure at the Account Level will apply to all Hubs in your account.
  • Any settings you configure at the Hub Level will apply to that Hub only. If you have also configured Account Level settings, Hub Level settings will override them for that specific Hub.
  • Any settings you configure at the Stream Level will apply to that Stream only. If you have also configured Account and/or Hub Level settings, Stream Level settings will override them for that specific Stream.

Some of this app's settings can only be configured at certain levels. The level(s) at which any given setting are available are indicated beside each setting below.

For instructions on how to access Account, Hub, and Stream Level settings for any Uberflip Marketplace app, see Configure settings for Uberflip Marketplace apps.

Company Details API Key

Available at: Account Level | Hub Level

Required This setting is used to specify your 6sense Company Details API key, which activates the app and allows it to access the 6sense Company Details API and your marketing segments.

  • To activate the app, enter your 6sense Company Details API key into the field.

Enable

Available at: Stream Level

Optional This setting is used to enable the 6sense Personalizer app for the current Stream.

When this setting is turned on, the app will be active on the current Stream, using the settings you have defined at the Stream Level. If a setting is not defined at the Stream Level, the app will use the Hub Level settings (if set), or otherwise the Account Level settings (where no Hub Level setting exists).

  • This setting is only available at the Stream Level, and is turned off for all Streams in all Hubs in your account by default.
  • To use the 6sense Personalizer app to personalize a Stream, you must turn on this setting for that Stream individually.
  • Until you have turned this setting on for at least one Stream in your account, the 6sense Personalizer app will have no effect on your account (even if the app has been fully configured at the Account and/or Hub Level).

Filter Items by Tags

Available at: Account Level | Hub Level | Stream Level

Optional This setting is used to control 6sense Personalizer's dynamic filtering functionality.

When this setting is turned on, the app will filter the Items in the specified Stream(s) so that only Items tagged as relevant to the current visitor are displayed. For example, if a visitor's 6sense data indicates that their industry is Financial Services, then the Stream will be filtered to show Items that you have tagged as relating to the financial services industry.

  • In order for this functionality to work, you must set up 6sense Attribute Tags in your Uberflip account, and add them to all Items in Streams where 6sense Personalizer is active. See Using Attribute Tags for more information.
  • When Filter Items by Tags is enabled, an Item must have at least one Attribute Tag matching any attribute in the visitor's 6sense data to be displayed. Items that do not have at least one matching Attribute Tag (or which have no Attribute Tags) will not be displayed.
  • If an Item has multiple Attribute Tags, only one of these tags needs to match the visitor's data for that Item to be displayed.
  • By default, the minimum number of matching Items that will be displayed is one. If no Items in a Stream have Attribute Tags that match the visitor's 6sense data, all Items in the Stream will be shown (to avoid showing the visitor an empty Stream).
    • Using the Show Always Tag changes this behaviour. If you use the Show Always Tag, then only Items that have the Show Always Tag will be displayed in this situation (rather than all Items in the Stream).
  • When a Stream is filtered, the order in which the Items are shown will still be the same as in the original (unfiltered) Stream, except with the filtered Items hidden. For example, if five Items in a Stream are in the order 1-2-3-4-5 and Items 1 and 4 are filtered out, the Stream will still display the remaining Items in the order 2-3-5.

Using Attribute Tags

To use the Filter Items by Tags functionality, you must add Attribute Tags to all Items that appear in Streams where 6sense Personalizer is enabled. Attribute Tags are specially-formatted tags which you use to indicate to 6sense Personalizer which content Items should be displayed if a visitor has a given attribute in their 6sense data.

To apply an Attribute Tag to an Item, simply add it to the Item in the same way as a normal Item Tag (see Use Tags on your Items for instructions). Attribute Tags use the following structure:

6sense.[attribute].[subattribute].[value]

  • [attribute] is the 6sense main attribute, one of:
    • company for firmographic and technographic information
    • scores  for predictive analytics around buying stages and ICP fit
    • segments for dynamically customizable attributes that can be a combination of company and scores
  • [subattribute] is a 6sense secondary attribute that corresponds to the main attribute, e.g. industry, or buying_stage
  • [value]is the attribute’s specific value, e.g. Biotech.

For example, you could add the Attribute Tag 6sense.company.industry.Biotech to any content Items that are relevant to the Biotech industry. This would then cause those Items to be displayed if a visitor’s company.industry attribute in their 6sense data is set to Biotech.

Before you can begin adding Attribute Tags to your Items, you must first create them in your Uberflip account. You can easily create Attribute Tags using the 6sense Tag Manager that is included with this app. For instructions, see Creating Attribute Tags with 6sense Tag Manager.

Tip

If you want to use Filter Items by Tags, it's not necessary to tag all the Items in your Hub! To get started, try tagging just the Items in the Streams where this app is enabled.

Using the Show Always Tag

You can choose to always display certain Items, regardless of the visitor's 6sense data. To do this, use the Show Always Tag:

6sense.show

This tag is created automatically when you install 6sense Personalizer. To use it, simply add it to any Items that you want to always be displayed in Streams where 6sense Personalizer is active (provided the Item has been added to the Stream). This is useful for content that is relevant to a very wide audience and should be shown to all visitors, as well as to avoid instances where only one or two Items would be shown in the Stream based on Attribute Tags alone.

If you use the Show Always Tag, keep in mind that the filtered Stream will still respect the Item order set for the full Stream. As a result, we recommend placing Items with the Show Always Tag either at the beginning or end of the Stream (depending on the content).

Important

Do not delete the Show Always Tag from your Uberflip account, even if you don't use it on any Items! 6sense Personalizer requires this tag to be present to enable key app functionality.

Note

6sense Personalizer filters not just Items on the main Stream page, but also the additional Items that are displayed in the Next/Previous Item area and the Other Content in This Stream carousel when viewing an Item in that Stream. While viewing an Item, these areas will be filtered in the same way as the main Stream page:

  • For the carousel, filtered Items will take priority, and any additional free slots in the carousel (after all filtered Items have been displayed) will be filled with non-filtered Items from the same Stream
  • If no next or previous filtered Item is available, the Next/Previous Item area will be hidden

Swap Logo

Available at: Account Level | Hub Level | Stream Level

Optional This setting is used to control 6sense Personalizer's dynamic logo functionality.

When this setting is turned on, the app will use a visitor's 6sense data to search Clearbit for the logo of the visitor's organization. If a logo is found, it is automatically inserted into the Prospect Logo space on Marketing/Sales Streams that use the Banner+Logo template.

  • Use the setting Remove Logos When No Match Found to determine what happens if no matching logo can be found.
  • If the confidence attribute for a visitor's 6sense data does not match or exceed the Minimum Confidence level you have set, this setting is automatically disabled for that visitor. As a result, the visitor's company as provided by 6sense will be ignored, and the Prospect Logo that you have set for the Stream will be shown instead.

Note

For the Swap Logo functionality to work, you must enable the Banner+Logo template and specify a "fallback" Prospect Logo under the Appearance tab on any Marketing or Sales Stream where you want to use this app. The fallback logo will not be displayed if 6sense Personalizer can find a logo for the visitor, but this feature will not activate if no logo is set. We recommend using a generic logo for this purpose (e.g. a logo that just says "You" or similar).

We also recommend specifying a default Banner Title under the Appearance tab to be displayed in case no logo is found and the logos are hidden from the banner. If you do not specify a Banner Title, only a blank header (or Banner Image, if specified) will be shown.

Remove Logos When No Match Found

Available at: Account Level | Hub Level | Stream Level

Optional (enabled by default if you have turned on the Swap Logo setting). This setting is used to control the behavior of the Swap Logo setting in cases where no matching logo for the visitor can be found on Clearbit.

If no matching logo is found:

  • When this setting is turned on, both logos will be hidden from the banner.
  • When this setting is turned off, the "generic" Prospect Logo you set for the Stream will be displayed.

Search & Replace

Available at: Account Level | Hub Level | Stream Level

Optional This setting is used to control 6sense Personalizer's dynamic text replacement functionality.

When this setting is turned on, 6sense Personalizer will dynamically populate any variables (placeholders) you have placed in text across your Hub with values from the visitor's 6sense data, for example their company name, industry, or location.

Using Search & Replace variables

To use the Search & Replace functionality, insert specially formatted variables into editable text in your Hub, such as body text, titles, descriptions, etc. Variables must be placed within curly brackets ({ and }), and must follow the formatting shown in the table below.

Variables are available for Company Name, Industry, City, Country, and Domain (website). For example, if a visitor’s company.city attribute in their 6sense data is set to Chicago, they will see the word "Chicago" anywhere you have placed the City variable.

6sense attribute name Use this variable Description
Company Name {6sense.company.name} The name of the visitor's organization, e.g. "Microsoft"
Industry {6sense.company.industry} The visitor's industry, e.g. "Software"
City {6sense.company.city} The visitor's city, e.g. "Redmond"
Country {6sense.company.country} The visitor's country, e.g. "United States"
Website {6sense.company.domain} The visitor's website, e.g. "microsoft.com"

Dynamic Stream Title

Available at: Account Level | Hub Level | Stream Level

Optional When the Search & Replace setting is enabled, this setting is used to specify a dynamic Stream title that contains Search & Replace variables.

When you put Search & Replace variables in a Stream's regular title field, the variables themselves (i.e. the text within the curly brackets) will be visible while the Stream is loading, or if a link to the Stream is shared in a place that generates a link preview (e.g. social media, Slack, etc.). The Dynamic Stream Title setting allows you to still personalize Stream titles with variables, but ensures that Stream titles are still displayed correctly (i.e. without visible variables) in all other situations.

  • To use, simply type in the desired Stream title using one or more variables, for example: "Content about the {6sense.company.industry} industry". This will result in a title like: "Content about the Construction industry".
  • The specified dynamic title will replace the title on all Streams on which the app is active, but only when the variable(s) can be filled with values from the visitor's 6sense data. If the visitor's 6sense data does not have the necessary values, the Stream's normal title is displayed instead.

Dynamic Stream Description

Available at: Account Level | Hub Level | Stream Level

Optional When the Search & Replace setting is enabled, this setting is used to specify a dynamic Stream description that contains Search & Replace variables.

This setting works exactly the same way as Dynamic Stream Title, but is used for the Stream description field instead.

  • To use, simply type in the desired Stream description using one or more variables, for example: "Content about the {6sense.company.industry} industry, just for{6sense.company.name}". This will result in a description like "Content about the Construction industry, just for Caterpillar".
  • The specified dynamic description will replace the description on all Streams on which the app is active, but only when the variable(s) can be filled with values from the visitor's 6sense data. If the visitor's 6sense data does not have the necessary values, the Stream's normal description is displayed instead.

Search & Replace: company/industry/city/country/domain

Available at: Account Level | Hub Level

Optional When the Search & Replace setting is turned on, these settings are used to specify custom default values, if desired. These default values will be inserted into Search & Replace variables whenever no applicable value can be found in a visitor's 6sense data.

  • To specify a custom default value, enter the desired value for each attribute into the corresponding field.
  • If you do not specify a custom default value for a given attribute (i.e. if you leave its field empty), its system default value will be used instead. The system default value for each attribute is:

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

Previous Item Navigation Label

Available at: Account Level | Hub Level

Optional This setting is used to specify a custom label for the Previous Item area while viewing an Item.

  • To specify a custom label for the Previous Item area, enter it into the field.
  • If you do not specify a custom label (i.e. if you leave the field empty), the system default label ("Previous Item") will be displayed.

Next Item Navigation Label

Available at: Account Level | Hub Level

Optional This setting is used to specify a custom label for the Next Item area while viewing an Item.

  • To specify a custom label for the Next Item area, enter it into the field.
  • If you do not specify a custom label (i.e. if you leave the field empty), the system default label ("Next Item") will be displayed.

Minimum Confidence

Available at: Account Level | Hub Level | Stream Level

Optional This setting is used to specify the minimum 6sense confidence attribute value that must be present for the app to personalize content.

The data provided by the 6sense Company Details API includes a confidence attribute. The value of this attribute indicates how confident 6sense is that the data is accurate for the current visitor, and may be either Low, ModerateHigh or Very High.

  • Use the dropdown menu to specify the desired minimum confidence level. A visitor's 6sense data must contain a confidence attribute value that matches or exceeds this setting in order for the app to use the visitor's 6sense data to personalize the content they view.
    • For example, if you specify High, the visitor's 6sense confidence level must be either High or Very High for the app to take effect. If the app returns a value of Low or Moderate, the app will ignore the visitor's 6sense data, and will not personalize the Stream.
  • If you do not specify a minimum confidence level, the system default value of Low will be used (the lowest/most permissive setting available).

Test IP Address

Available at: Account Level | Hub Level | Stream Level

Optional This setting is used to test how 6sense Personalizer would work for a specified IP address, to check that personalization is working as expected.

  • To use, type enter an IP address for which you know what the 6sense data should be (e.g. your own IP address, or that of another organization). Then, check a Stream on which you have configured the app (e.g. with Search & Replace or Filter Items by Tags) to see how the app personalized the Stream with the 6sense data associated with the test IP address.
  • When an IP address is set in this field, 6sense Personalizer will override any visitor's actual IP address and 6sense data with the specified IP address and its associated 6sense data.

Important

Remember to remove the IP address from this setting once you have finished testing. If you do not, the app will continue to act as if all visitors to Streams on which it is active are coming from the test IP address.

Log Mode for Marketers

Available at: Account Level | Hub Level | Stream Level

Optional This setting is used to log basic debugging information in the browser console.

When this setting is turned on, 6sense Personalizer will record information about what the app is doing in the browser console, such as what has been filtered and why. In addition, the data the app received from 6sense for the current visitor will also be shown.

  • To view these logs that are generated when this setting is enabled, you must open the console in your browser. How you do this will vary based on the browser you use; for instructions on how to open the console in Chrome, see this article from Google.

 

Creating Attribute Tags with 6sense Tag Manager

If you want to use 6sense Personalizer's Filter Items by Tag functionality, you need to add Attribute Tags, a special type of Item Tag, to all Items in Streams where you have enabled 6sense Personalizer.

Attribute Tags are not created in your Uberflip account by default, so you need to create them before you can apply them to your Items. The 6sense Tag Manager makes this easy by allowing you to browse and select Attribute Tags from 6sense, then add them to your Uberflip account with just a few clicks.

Create Attribute Tags

6sense Tag Manager is automatically installed along with 6sense Personalizer, and you can use it to create Attribute Tags at any time.

  1. Log in to app.uberflip.com and navigate to any Hub in your account.
    • Note: Because all Uberflip tags are created at the Account Level, Attribute Tags you create with 6sense Tag Manager will be available in all Hubs under your Uberflip account, regardless of the Hub you create them in.
  2. In the left sidebar menu, click on 6sense Tag Manager:
    image.png
  3. 6sense Tag Manager will appear to the right, where you will see two lists: available 6sense attributes will appear on the left, while Uberflip tags created from 6sense attributes (i.e. Attribute Tags) will appear on the right image.png
    • Note: The list on the right only shows created 6sense Attribute Tags, not all tags in your account. If you have not yet created any Attribute Tags, this list will be empty by default — even if you have and use other Uberflip tags.
  4. Browse the 6sense Attributes list to see all available attributes that you can add as Attribute Tags to your Uberflip account. Hover your mouse over any attribute to view the corresponding Attribute Tag:
    image.png
  5. To create an Attribute Tag in your Uberflip account, click on it in the 6sense Attributes list on the left. This will add the tag to the Uberflip Tags list on the right:
    image.png
  6. The corresponding Attribute Tag will be created immediately, and will now be available for you to add to any Items in your Hub(s) as needed.
  7. Repeat this process to add any 6sense attributes you want to use to your Uberflip account as Attribute Tags. You can also use the search fields above both lists to filter the lists.

Delete Attribute Tags

If you no longer need an Attribute Tag, you can easily delete it using 6sense Tag Manager at any time.

  1. Log in to app.uberflip.com, navigate to any Hub in your account, then click on 6sense Tag Manager in the left sidebar menu.
  2. In the Uberflip Tags list on the right, find the Attribute Tag you want to delete (you can also filter the list using the search field).
  3. Click on an Attribute Tag in the Uberflip Tags list to delete it:
    image.png
  4. The Attribute Tag will be removed from your Uberflip account immediately.
    • Note: If the tag is currently still applied to any Items in your account, you will see a warning message and you will need to confirm the deletion before the tag is deleted.

 

Best practices

When using this app, we recommend the following for best results:

  • For Streams and Items that you intend to share on social media, avoid using Search & Replace variables in the Title and Description fields. These fields are used to populate the Open Graph and Twitter Card tags that social platforms use to generate link previews, and any text you put in them will appear in the preview — including the placeholder text itself, e.g. {6sense.company.name} instead of the relevant company name. Instead, use the Dynamic Stream Title and Dynamic Stream Description fields to personalize Stream titles and descriptions with Search & Replace variables.
  • For Marketing and Sales Streams, we recommend enabling the Banner+Logo template under the Stream's Appearance tab, as this will allow you to use the Swap Logo functionality. If you select this template, you should also enable the Hide Stream Title option and specify a Banner Title (also under the Appearance tab). There are two benefits to doing this:
    • If the Remove Logos When No Match Found option is turned on and no logo matches are found, the Banner Title will be shown on the banner instead (rather than an empty banner image).
    • If you intend to share the Stream on social media, you can put a placeholder in the Banner Title field (as this isn't shown in the social media preview), but not in the regular Stream Title field (which is shown on social media). In other words, this allows you to personalize the title that a visitor to the Stream sees, without the placeholder text appearing when the same Stream is shared on a social media platform.
  • For all Streams and Items that you don't plan to share on social media, but which you expect to be indexed by Google, we recommend using the SEO Title and SEO Description fields. These allow you to specify alternative titles and descriptions for your Streams and Items when they appear on Google search result pages. You can use these fields to ensure that any placeholders you put in a Stream's or Item's title/description do not appear when that Stream or Item appears on Google.

 

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).

 

For developers

Because this app manipulates a large portion of Stream and Item pages, a race condition can occur, which can cause other JavaScript Custom Code running on the same page to malfunction. 

If your JS code performs other manipulations on pages where this app is active, you should ensure your code is set to run after 6sense Personalizer to avoid problems. To help you do this, a callback function is built into the app that will be called once the app has finished executing its own code.

To leverage the callback function, create a function named ufPersonalizerCallback in your own custom code and place your JS inside it. For example:

<script>
var ufPersonalizerCallback = function(){
/** Your JS **/
};
</script>
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