Configure the 6sense 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.

What's New

Apr 2, 2020

  • Added a Best Practices section.

Mar 18, 2020

  • Added a For Developers section and details about the ufPersonalizerCallback function that developers can leverage.

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

  • To use this app, you must have a 6sense account, and must obtain a Company Details API key from 6sense. To get a Company Details API key, contact your 6sense 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 firmographic data about visitors from the 6sense Company Details API, as well as any marketing segments the visitor belongs to within your 6sense instance. Using this data, the 6sense Personalizer app can:

  • Dynamically filter a Stream to only show Items that match firmographic data on the current visitor from 6sense (using tags)
  • Automatically populate the visitor’s organization logo on Streams that use the Banner+Logo template
  • Automatically insert values from the visitor’s 6sense 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:

Company Details API Key

Required Enter your 6sense Company Details 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. All functionality that you configure for this app will be applied to all Streams you specify here, i.e. it's not possible to selectively enable a given feature (Like Filter Items by Tags) for certain Streams but not others.

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 personalize the content shown in the specified Stream(s) for each visitor using their 6sense data and Item tags. When enabled, the Stream(s) will be filtered so that only Items with tags matching the visitor's 6sense data 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.

To be displayed, an Item must have at least one tag matching any attribute in the visitor's 6sense data. If an Item has multiple tags, only one tag needs to match the visitor's data for that Item to be displayed. The minimum number of matching Items that will be displayed is one; if no Items have tags matching the visitor's 6sense data, the full Stream will be shown (all Items).

Tip

To use this feature, you don't need to tag all the Items in your Hub! To get started, try tagging just the Items in the Streams where this app is enabled.

To use Filter Items by Tags, you must add tags to your Items to indicate which 6sense attributes they correspond to (i.e. "if a visitor has this attribute, display Items that have this tag"). The tags must be structured using the following format:

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

Within this basic format, replace:

  • [attribute] with 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] with a 6sense secondary attribute that belongs to the main attribute chosen, e.g. industry, or buying_stage
  • [value]with the attribute’s desired value. For example, the tag 6sense.company.industry.Biotech would indicate that the tagged Item should be displayed if a visitor’s industry attribute in 6sense is "Biotech", and would therefore be applied to Items relevant to that topic.

Note that values in tag names must match 6sense values exactly: any spaces, parentheses, etc. that exist in the 6sense value must also exist in the tag.

See Available 6sense Attributes below for more information about 6sense main and secondary attributes and values.

Note

This app filters not just Items on the main Stream page, but also the additional Items displayed when viewing an Item in that Stream. While viewing an Item, the Next/Previous Item area and the Other Content in This Stream carousel 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

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 6sense data and used to search Clearbit for a matching logo. If a logo is found, it is automatically placed in the banner beside your own logo. Use the setting Remove Logos When No Match Found to determine what happens if no matching logo can be found.

Note

For this feature to work, you must enable the Banner+Logo template and specify a "default" Prospect Logo under the Appearance tab on any Marketing or Sales Stream where you want to use this app. The default logo will not be displayed, 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

Optional (enabled by default if you have turned on the optional Swap Logo setting). Use this setting to change the behavior of the Swap Logo setting when no matching logo for the visitor can be found on Clearbit. When enabled, both logos will be hidden from the banner. When disabled, the default prospect logo will be displayed beside your logo instead.

Search & Replace

Optional Turn on this setting to dynamically populate placeholders text across your Hub with values from 6sense data such as company name, industry, or location. Placeholders can be placed in virtually all editable text across your Hub, including Stream, Item and CTA copy text.

To insert a placeholder which dynamically populates 6sense values, use the format {6sense.company.[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 {6sense.company.city}.

These 6sense attributes are supported:

  • Company Name: Use the placeholder {6sense.company.name}
  • Industry: Use the placeholder {6sense.company.industry}
  • City: Use the placeholder {6sense.company.city}
  • Country: Use the placeholder {6sense.company.country}
  • Website: Use the placeholder {6sense.company.domain}

When this setting is enabled, you can use the fields below to specify a custom default value to use as a fallback. This default value will be inserted into the placeholder if no corresponding value is present in the visitor's 6sense data.

If you turn on the Search & Replace feature and do not specify your own default value for an attribute, its system default value its system default value will be used instead. The system default values for each attribute is:

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

Previous Item Navigation Label

Optional Use this setting to specify a custom label for the Previous Item area while viewing an Item. If you do not specify anything here, the default label ("Previous Item") will be displayed.

Next Item Navigation Label

Optional Use this setting to specify a custom label for the Next Item area while viewing an Item. If you do not specify anything here, the default label ("Next Item") will be displayed.

Test IP Address

Optional Use this setting to test how the app would work for a specified IP address (to check that personalization is working as expected). When set, the app will override any visitor's actual IP address and 6sense data with the specified IP address and its associated 6sense data.

To use, 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.

Tip

Try entering Uberflip's IP addresses:

35.182.205.201
35.182.103.172

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

Optional Use this setting to log basic debugging information in the browser console. When this setting is enabled, the app 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, 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.

 

Available 6sense Attributes

When you create tags for use with Filter Items by Tags, you must use a valid combination of 6sense main and secondary attributes in the [attribute].[subattribute] portion of the tag, and one of a list of predefined values in the [value] portion of the tag.

For a full list of attributes and values that you can use with this app, please contact your 6sense account representative.

 

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 placeholders 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.
  • 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 setting. 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 it runs after the app 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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