Getting Started with Site Customization (Personalization)

Updated:

Pre-requisites:

  1. Make sure you have your Demandbase Tag on your site, for site customization this Tag should be moved higher on the page if it's in the footer to reduce flicker.
  2. If you don't already have a Demandbase account, request one here.
  3. Download the Demandbase Selector Chrome Extension which helps with site customization HTML element selection.
  4. Using your Demandbase account, access the ABM Platform Personalization settings here.

Nomenclature

Segment: High-level rules/conditions, such as Industry = Software where 1 or more Experiences can run for the segment.

Segment Name: A name for the segment such as Software Segment.

Matches: Any or All here refers to OR and AND operator on the Segment rules.

Experience: 1 or more change actions such as changing the Text, Image or Link of an HTML element. Experiences map to a single URL where the change actions will run on.

URL: A full URL including path-names.

HTML ID: The ID or class of an element. It is important to have unique selectors so that at run-time the desired element will be guaranteed to be modified vs other elements with similar names/IDs.

Active: This status means the item(s) is ALLOWED to be Published, it is NOT published/Live until you use the Review & Submit button and notify support@demandbase.com or your Customer Success Manager about the recent changes. Your intention is for Demandbase to publish these changes to your Demandbase Tag which is on your Live site.

Inactive: This status means the item(s) is NOT ALLOWED to be Published and will be excluded. If the item was previously Active, it will remain published/Live until you use the Review & Submit button and notify support@demandbase.com or your Customer Success Manager about the recent changes.

Review & Submit: This is for reviewing all your current Active items and Submitting them. The items will NOT go Live immediately as you still need to notify support@demandbase.com or your Customer Success Manager about the recent changes. We always review and QA before pushing it to Live production sites.

Publish: This is to push and finalize all changes for Active items to go Live. This action also causes all items marked inactive to remain inactive or will deactivate items previously active.

Best Practices

  • Use a new window and only have Demandbase Setup and your site open.
  • For Elements to be modified the correct way, it is industry practice to use ID or CSS Class to uniquely identify elements. Without following this practice, you could potentially run into unexpected changes being made to elements you did not intend to modify. For more information, consult with your Solution Consultant.
  • Carousels generally run custom scripts that don't allow any modification to the elements in the carousel. This is a security feature of the carousel script. We recommend static HTML in these situations by replacing the carousel with one unified experience for the target segment such as one banner/image/cta combination WITHOUT any sliders. This provides a targeted experience rather than a carousel that slides over to irrelevant content.

Building a Segment

From the home page, create a new Personalization Segment by clicking New Personalization Segment.

Name the segment and choose the appropriate Matches rule if you have multiple conditions.

You can add multiple conditions using the Add another rule button. Create the segment when you're finished by clicking Create Segment.

 

Note: HOLD OFF on Activating until you've made all final changes. You can still preview any Experience. 

Building an Experience 

Click New Experience for this segment.

  1. Name the experience to be the general experience that you'll be changing, such as Home Page Banner or Home Page if you plan on changing multiple things.
  2. You'll need the URL of your site including the HTTP protocol.
  3. Now you'll create a set of change actions that represent this experience, such as modifying text or images.
  4. Choose Text as Type of Change to modify a text portion on your site. You will need to switch to a new TAB with your site (must be a tab within the same window). 

While on your site, click ONCE the Chrome Extension, Demandbase Selector icon and HOVER over to your site. You'll see an orange area around the element you want to select.

 

Next click the element, and the extension will AUTOMATICALLY copy the selector for you to paste into Demandbase Setup.

Paste the element into the HTML Element ID field and enter the desired text change.

You can also Add another change action to modify an image.

To change an image background, go back to your site and click the Demandbase extension.

Click the image and receive the message shown below. Some background images aren't just image elements, they are actually CSS background image sources applied to containers such as DIVs so you'll want to use the appropriate change type.

You can now preview your Experience by clicking the Preview on target URL button.

 

Note: You can't pass around the preview link to others as it is local to your computer and using your extension to preview. Everyone can login however and click the preview link given they have the extension installed. Alternatively, consult with your Solutions Consultant for deeper needs.

 

Activating a Segment

Once a new Segment is created or any changes are made to an existing Segment, you'll want to Activate the Segment after you add and activate 1 or more Experiences. If you wish to test/play around for now, keep it all INACTIVE. Review and Submit should only be done once you're done making changes, it is meant to be a FINAL copy.

 

Note: A Segment with inactive Experiences will not run any Experiences. You must activate any item you wish you to see in the Review and Submit screen.

 

Activating an Experience

Once a new Experience is created or any changes are made to an existing Experience, you'll want to Activate the Experience. If you wish to test/play around for now, keep it all INACTIVE. Activate and Review and Submit should only be used once you're done making changes, it is meant to be a FINAL copy.

 Review and Submit

 

Google Analytics

Recommendation:

Use the segment name for the Event Label.

Use the location (where you're personalizing) and action name (click / impression) for the Action. Some customers like to use the URL of the personalization page instead of describing the location.

*Demandbase Customization does not support Adobe Analytics reporting at this time.

Was this article helpful?
0 out of 0 found this helpful