Site Optimization Configuration Instructions

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After kicking off your Site Optimization implementation with your Project Manager and Customer Success Manager, follow the below steps to configure the Site Optimization solution.

1. Visit https://app.demandbase.com

  • Login with your Demandbase credentials
  • Navigate to Engagement > Personalization > Site Optimization: Manage Settings

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2. Define the Display Options

  • Select the Window Display - Bottom Banner, List View, Flyover View, Right Rail (Demandbase.com uses the flyover view if you want to see it in action)
  • Select the Display Pages - Show it on all pages (recommended) or input a list of specific pages for display
  • Make sure to click Save and Continue

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3. Define the Recommendation Options

Please note: These are NOT where you select which pages Site Optimization appears on. That can be found in the previous step.

  • Input High Value and goal pages - list pages you consider highly valuable or those tied to conversion goals
  • Input blacklist pages - list pages or directories you do not want included as recommended content; typically this includes items such as career and foreign language pages
  • Make sure to click Save and Continue

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4. Define the Preview Options 

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  • Customize Colors and Fonts
    • Select the Background window color, Font, and Font color to be used from the available options - Hex and RGBA values can be provided or manually selected from a color picker
    • Opt to show the visiting Company's logo (recommended) or not
    • Add Custom CSS if additional configuration options are desired for custom window behaviors; more information on CSS customization can be found here
    • Make sure to click Apply AND to click Save at the bottom of the Preview page

  • Set Additional Configurations; more information on these can be found here
    • Choose whether or not to send Events through to Google Analytics (recommended)
    • Set a custom Google Analytics Tracker Name if multiple properties are on your website
    • Opt to have the recommended content window open or closed by default
    • Change the text displayed in the opened window
    • Choose to force http when https is unavailable
    • Select whether or not to show the visiting company's name in the open window
    • Change the text displayed in the closed window
    • Set a delayed load for the window 
    • Set a fade in transition for the window
    • Add a ripple animation to the window load
    • Choose whether to hide the window until the visitor begins to scroll through the page
    • Opt to include an indicator arrow next to the recommended content
    • Make sure to click Apply AND to click Save at the bottom of the Preview page 

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  • Edit recommendations
    • Review the full list of all possible recommendations that will be made in the Site Optimization window to ensure that the links are working and relevant
    • Blacklist any links that should be excluded by copying the url or directory name and creating a new blacklist rule in the Recommendation Options section
    • Edit any items to change Page Titles and select alternate Image URLs (Make sure to Save within the Edit window)
    • Use the Back to Preview button at the top of the page to go back to the main Preview page AND click Save at the bottom of the Preview page

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5. Test the configuration in the Preview Section

  • Test the Site Optimization window behavior by interacting with it in the Preview pane
  • Ensure the window works on other site pages by changing the URL to Preview
  • Validate that the recommendations are dynamic by opting to Simulate traffic from one of these Companies
  • Make any configuration changes needed based on testing results

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6. Save & Publish 

  • When ready to deploy to the live site, click the Save & Publish button at the bottom of the Preview section

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  • Site Optimization will then go live, usually within moments!
  • Once deployed, a confirmation message will appear at the top of the Preview section
  • Removing the deployment is as easy as clicking the Unpublish button in this window

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