AEM 5 Setup Guide

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Adobe Experience Manager Connector

The out-of-the-box JSONP component in Adobe Experience Manager (CQ5) Client Context, allows marketers to use the Demandbase company profile as a segment trait, and therefore use it to build segments against Demandbase attributes.

Once a segment is established, it can be leveraged in campaigns to customize the visitor site experience (e.g. personalize and target banners, text modules, taglines, etc.)

Adding Demandbase to the Client Context

Go to the Client Context on your AEM instance:

http://[servername]:[port]/etc/clientcontext/default/content.html

Choose ‘JSONP Store’ from the components list:

Drag it to the Client Context where indicated:

Double click (or right click), and choose edit to update the new, empty component (note, until items are added this will be a blank box, highlight-able with the CQ green box):

In the 'JSONP Service URL' input field, enter the following URL:

http://api.demandbase.com/api/v2/ip.json?key=YOUR_KEY_HERE&callback=${callback}

  1. Replace ‘YOUR_KEY_HERE’ with your Demandbase content key.
  2. DO NOT change &callback=${callback}. This is used by the JSONP library to insert an appropriate callback before the request is made to Demandbase.
  3. Adding a thumbnail is optional. If desired, the Demandbase thumbnail is available here: http://profile.ak.fbcdn.net/hprofile-ak-prn1/157905_150241364989755_1017009566_q.jpg
  4. Click ‘Fetch Store’.
  5. Choose ‘Add Item’.
  6. Select from the select list any Demandbase attributes that will be used to create conditions in a Client Context, to confirm availability of data.

    The fields available in the list in the Client Context are based on the fields enabled on your Demandbase Content Module key. For access to additional attributes, contact your Customer Success Manager.
  7. Click ‘OK’ to see the Demandbase data against the given Client Context profile, as expected.

Building a New Segment Using the Demandbase Company Profile

  1. Go to ‘Tools’ -> Segmentation’ (e.g. http://[servername]:[port]/miscadmin#/etc/segmentation).
  2. Browse to a Segment to edit or choose to create a new one (‘New’).
  3. Select ‘Generic Store Property’ from the component list:
  4. Drag it into the appropriate area:
  5. Double click or right click and choose ‘Edit’ to add new traits to the new Segment component:
  6. From the ‘Store’ drop down, choose ‘demandbase’:

    The specific list of options will vary depending on what JSONP Stores that have been added to this CQ instance. The name of the JSONP store will be consistent, however, if the Demandbase API is exposed as described in #Adding Demandbase to the Client Context.
  7. Set ‘Property Name’, ‘Operator’ and ‘Property Value’ as desired. This example shows setting ‘Industry’ equal to ‘SOFTWARE & TECHNOLOGY’:

    Tip: Open the Client Context at the point of populating possible options against values. Click ‘Client Context’ in the operations panel, and choose the desired profile:

Using Demandbase Segmentation in Campaigns

Once you have established Demandbase trait criteria in a segment, you can use it to design campaign content choices, along with any other page customization. For more on managing campaigns in Adobe Experience Manager see: http://dev.day.com/docs/en/cq/current/wcm/campaigns.html

Adobe CQ5.4 and CQ5.3

A Demandbase connector for older versions of Adobe CQ has been developed in conjunction with integration partner Siteworx. For further details on this offering, talk to your Demandbase Customer Success Manager.

 

Additional Resources

 

 

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