Using Demandbase and Acquia Lift

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This guide will provide instructions to integrate Demandbase data into Acquia Lift to power personalization.

Note: Because this setup is designed to trigger when Demandbase loads on your site, you must have the Demandbase Tag deployed in order for the below steps to function.

Step 1

Create a custom event in your tag manager for Demandbase to finish loading  

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Step 2

Map each Demandbase attribute you want to pass to Lift as a separate variable in the tag manager. Be sure the data layer variable matches the attribute returned from Demandbase. 

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Step 3

Setup your Lift script in the tag manager to trigger from the previously created Demandbase_loaded event. Additional details on these variables are available here.

 

This will ensure all your Demandbase data has been passed to the site prior to Lift running.

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Step 4

Within the script you can then map the Demandbase attributes previously created as variables in the tag manager to individual UDF fields in Lift.

These can be person, touch or event UDF fields. Most likely, this should be person data fields using Demandbase data.

Step 5

To setup these UDF fields in Lift, head over to your Profile Manager URL (such as lift.acquia.com) and login. From the admin screen navigate to Admin > Manage Configuration Data > Column Meta Data. Click the “Add new column meta data” link at the top left of the screen.

Fill out the form to receive the data that will be passed into Lift from your script.

Note: It’s important the Table + Accessor combination chosen here matches the UDF field defined in your script. For example, Person table + UDF 11 would mean the data value is mapped to the person_udf11 in the Lift tag manager script.

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To use this data for segmentation, ensure the Segmentable option is checked and fill out that section of the form. 

Once this has been configured, your site should now be able to pull Demandbase data into Lift in real-time for personalization.

 

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