Working with Dynamic Audiences

Introduction

With Dynamic Audiences you can define an audience of accounts to target with your marketing strategies, and the audiences will be updated automatically by adding and removing accounts as their behaviors change over time. Click the links below to learn more.

• What are Dynamic Audiences?
• What are the Benefits?
• What Problem Does it Solve?
• How Do I Get Started?
• FAQs

What are Dynamic Audiences?

Dynamic Audiences allow you to automatically advertise and market to the most relevant accounts based on CRM updates, recent offsite intent, website engagement or other attributes specific to your business objectives. Unlike other ABM Platforms that do not leverage dynamic behavior, Dynamic Audiences keeps your target account lists and audience segments relevant and up-to-date based on rules you specify around website engagement and offsite behavior, along with recent updates to your CRM.  In addition, Dynamic Audiences uses Account Selection technology to prioritize accounts that are displaying the strongest buying signals.

What are the Benefits?

What Problem Does it Solve?

You use audiences to focus your campaigns and strategies on the right set of accounts, but these audiences can become stale during longer running campaigns. Often, the criteria that you use to define which accounts belong in your audience can change, sometimes day-to-day. Targeting accounts based on specific behaviors is often an effective strategy, but as campaigns can last months or even years, this can result in targeting accounts that are no longer relevant. This leaves you with two options: you need to constantly refresh the audience on your own through great manual effort, or, you let your campaigns target accounts that no longer fit your criteria.

Dynamic Audiences ensure that the accounts that your campaigns target stay up-to-date and relevant. Each night, the set of accounts that satisfy the qualification criteria is re-evaluated, and the audience is updated by adding relevant accounts and removing less relevant accounts. This guarantees that your campaigns are always targeting the right set of accounts.

How Do I Get Started?

To learn more about how to get started with creating dynamic audiences and dynamic segments, click the links below:

• Steps for Creating a Dynamic Audience
• Steps Using Filters to Create a Dynamic Segment

Steps for Creating a Dynamic Audience

You can create a dynamic audience by using the Create a new account list wizard in the ABM Platform. A dynamic audience is a list of accounts that changes based on behaviors or rules you specify. What makes the audience dynamic is that the accounts included in the audience change as criteria are met. The steps show you how to create a Dynamic Audience in the ABM Platform. 

Click the links below to learn how to create a dynamic audience.

• Step 1: Login to the ABM Platform
• Step 2: Create a New Audience
• Step 3: Select an Audience Type
• Step 4: Name the Audience
• Step 5: Select a Demandbase Profile
• Step 6: Select Firmographics
• Step 7: Select Values for Engagement and Intent
• Step 8: Select the Dynamic Audience Option
• Step 9: View the Audience

Step 1: Login to the ABM Platform

1.1 Navigate to https://app.demandbase.com 

1.2 Login with your Demandbase credentials.

Step 2: Create a New Audience

2.1 On the Audiences page in the ABM Platform, click Create New Audience.

Step 3: Select an Audience Type

3.1 Click Create a new account list to open the build audience wizard.

Step 4: Name the Audience

4.1 Type a name for the new audience.

4.2 Click Continue.

Step 5: Select a Demandbase Profile

5.1 Select a Demandbase Profile in the list.

5.2 Click Continue.

Step 6: Select Firmographics

6.1 Select firmographics for this audience including: Account Location, Revenue, Employee Size and Industry.

6.2 Click Continue.

Step 7: Select Values for Engagement and Intent

7.1 Select the Engagement and Intent options as follows: Page Views, With Trending On-site Engagement, Last seen on-site, Intent Keywords and With Trending Off-site Intent.

7.2 Click Continue.

Step 8: Select the Dynamic Audience Option

8.1 Select the Make it dynamic option. When you select this option, you are enabling the audience to be automatically updated based on the criteria and behavior you’ve specified.

8.2 Click Create Audience. 

Step 9: View the Dynamic Audience

9.1 Once the audience is finished processing, you can view and work with the dynamic audience. You can identify a dynamic audience by the green arrow icon located next to the audience name.

9.2 Click the View audience definition link to view the filters applied to this audience. 

Steps for Using Filters to Create a Dynamic Segment

You create a dynamic segment by taking an existing audience, applying a dynamic filter, and then saving the accounts that resulted from the filter as a separate segment. A dynamic audience segment is a segment where the filter is based on dynamic account behaviors and is updated automatically. Accounts that satisfy the filter are added from the parent audience and accounts in the audience segment that no longer fit the criteria are automatically removed from the audience segment.

See How

The following video provides you with an overview of how to use filters to create a Dynamic Segment in the ABM Platform. 

Steps

Click the links below to learn more about using filters to create a dynamic segment.

• Step 1: Login to the ABM Platform
• Step 2: Select an Audience
• Step 3: Filter Your Audience
• Step 4: Apply the Filters
• Step 5: Save as a Dynamic Segment
• Step 6: View the Dynamic Segment

Step 1: Login to the ABM Platform

1.1 Navigate to https://app.demandbase. 

1.2 Login with your Demandbase credentials.

Step 2: Select an Audience

2.1  From the Home page, click Audiences. 

2.2 Select the audience you would like to filter to create a dynamic segment.

Recommendation:  If you are leveraging the audience for a dynamic segment campaign, we recommend 1,000+ accounts if possible. CRM audiences can be smaller if based on opportunity stage. 

Step 3: Filter Your Audience

On the left side of the page, you can leverage different filters to create a dynamic segment. There are specific filters which are considered dynamic and denoted with a green arrow icon. The sample image below shows the dynamic filters available.

3.1 Select the dynamic filters you want to use. The table below provides a description of each dynamic filter.

Step 4: Apply the Filters

4.1 Once you have selected filters to create the dynamic segment, click Apply Filters. 

4.2 The audience is reduced in size based on your filter criteria and the filter(s) you selected are listed at the top of the page. 

Step 5: Save as a Dynamic Segment

5.1 Click Save as Segment in the Actions menu to save the new segment. 

5.2 Name the dynamic segment.

5.3 Select the Yes option to save this segment as a dynamic audience.

5.4 Click Save as segment.

Step 6: View the Dynamic Segment

6.1 When the new dynamic segment is finished processing (it can take up to 20 minutes) it will be listed under the parent audience on the Audiences page.