Segment Setup With Account Watch List Condition

  • Updated

Overview

Segment conditions control when an experience loads. For certain experiences, you may want to target an audience that isn't already bundled by an existing condition. To target only these companies, an account watch list value can be used as a segment condition.

Steps

  1. Navigate to the Engagement > Site Customization and create a new segment.

    Screen_Shot_2019-06-23_at_3.48.02_PM.png
  2. Scroll down slightly and click the Watch Lists drop-down. Select the checkbox next to the Demandbase attribute to be the desired watch list attribute and change the value accordingly.
    NOTE: If the watch list attribute is not available in the drop-down menu, follow the next step or notify your Customer Success Manager about the customization request.
    Screen_Shot_2019-06-23_at_4.01.16_PM.png
  3. If using a custom account watch attribute, click the Watch Lists drop-down and scroll to the bottom. Select the Custom Watch List Attribute and type in your custom attribute using this format: watch_list_{custom_attribute}. In the Matching Value field, type the return value for that attribute.
    Screen_Shot_2019-06-23_at_4.40.58_PM.png
  4. After you complete segment setup, any experiences created under the segment will load when the account watch list condition is met (utilizing "And" or "Or" if there are multiple conditions). Remember to click Save and Continue to save your changes and notify support@demandbase.com or your Customer Success Manager when you want to publish them Live.
    Screen_Shot_2019-06-23_at_4.49.14_PM.png

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