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.

 

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.

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 6sense data. For example, if a visitor’s industry in 6sense is set to Financial Services, then turning on this option will only return Items that carry the Financial Services tag. 

The app will attempt to find matches for any of the tags defined by the 6sense 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:

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

Replace:

  • [attribute] with the 6sense main attribute, i.e. company, scores, or segments
  • [attribute] 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. If no matching logo is found, both logos are hidden from the banner.

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.

Search & Replace

Optional Turn on this setting to dynamically populate placeholders in Hub UI text with values from 6sense data. Placeholders can be placed in virtually all editable UI text across your Hub. 

To insert a placeholder, 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. If you specify a value for an attribute and no value is present in a visitor’s 6sense 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 6sense data. These are:

  • 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). 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.

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.

 

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.

 

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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