Create a Site Customization Experience

Site Customization allows you to create personalized web experiences for target accounts. You can track visitor interactions (page visits and clicks) and send these events to your Google Analytics for deeper insights. 

See Understanding the Site Customization Dashboards.

Target Account Examples

Using selectors, you can define the target accounts for each experience. See Understanding Account Lists: The Heart of Your ABM Strategy.

• Industry: If you create HR software, you can have different messaging for software, retail, and hospitality. 
• Department: If you create CRM software, you can have different messaging for engineers, product managers, and marketers. 
• Tier: You can tell Tier 1 accounts about an exclusive event.

Prerequisites

• You must have access to Demandbase Personalization. 
• You can create up to 30 live experiences. If you’d like to create more experiences, reach out to your Account Team.
• You have the Demandbase tag deployed on your web pages.
• Your company’s domain must be listed in the Allowed Domains page. Go to Settings > Demandbase-Wide Settings > Allowed Domains > Add a domain.
  Important: Make sure you enter the correct domain/subdomain addresses, including http:// or https://.
• Your browser can’t block previews of the web page. For example, you don’t have a Consent Manager that declines all cookies.
  Tip: Whitelist the IP range 52.4.63.192 to 52.4.63.223.
• You can't customize website elements that load after the tag is loaded, such as carousels, drop-downs, iFrames, or any object that requires the visitor’s input to enable additional content.

Create a New Experience

1. From the left navigation bar, go to Personalization > Site Customization. 
2. Click Create New and enter an Experience Name. 
   Tip: To easily identify an experience, include the web page and target account information in the experience name. For example, Home page - Auto industry.
3. Click Next. 

Define Target Accounts

You can build your Audience from an existing Account List or from a custom selector. Switching between a custom selector and an account list replaces one with the other.

Account List

1. From an experience, go to the Audience tab and select the Account List tab.
2. Select an account list from the dropdown menu.
   Tip: To see the account list’s selector, click View list selector.
3. See the list of accounts in the Member Preview table.
4. Click Save.

Selector

Important: By using a custom selector for your experience, you won’t have access to the Dashboard and this Audience list is not available elsewhere.

1. From an experience, go to the Audience tab and select the Selector tab.
2. Using selectors, define the target accounts. See Working with Selectors and Special Selectors.
   Important: If an account qualifies for multiple experiences, Demandbase gives you a warning throughout the customization process, including the name of the other experiences. See Configure Priority for an Experience. 
3. Click Save. 
4. To see the list of accounts that qualify for an experience, go to the Member Preview tab.

Customize Web Pages

Tips:

• When you select an image, you can add the URL where the image is hosted within your website. To maintain your page layout, ensure that the shape and size of the images you use for different experiences are consistent.
• You can use your own fields for customized experiences. See Create Dynamic Fields for Site Customization.
• You can use Demandbase Firmographics Attributes for customized experiences. See Use Demandbase Firmographics Attributes for Site Customization. 

1. From an experience, go to the Experience builder tab.
2. Customize the web page elements using the following options (you can use both options in a single experience):
   • Visual: Make changes by clicking directly on the preview page.
     1. In the URL box, enter the URL of the page you want to customize and click Load URL. 
     2. In the preview page, hover over and click the text, link, image, CTA button, or video link you want to customize.
     3. In the Edit Element window, customize the content and click Apply.
        • (Optional) Toggle on Track clicks (off) to enable click tracking.
          
          Tip: The preview page shows the customized elements on the page. You can also see the list of changes in the right Modifications pane. 
     4. (Optional) Toggle on Interactive mode to interact with the page as a visitor. The element (HTML ID or CSS Class) displays when you're in Interactive mode. 
   • Advanced: Make changes in HTML for advanced customizations, such as changing menu items that only appear on hover.
     1. In the URL box, enter the URL of the page you want to customize and click Load URL. 
     2. Click Create a Modification. 
     3. In the HTML element identifier field, enter the name of the element and click Apply.
        • (Optional) Toggle on Track clicks (off) to enable click tracking.
     4. Customize the element.
3. (Optional) To delete a modification, hover over the modification and click the trash icon.
4. (Optional) Click Preview to preview the experience. You can also share the preview link with other team members.
5. Click Save. 
   

Target Visitors By Location

Target visitors based on their location.

1. From an experience, go to the Visitor Location tab.
2. Select an option in the Location type drop-down list.
3. If you selected an option besides Global, select the regions or countries to target from the Specific Location drop-down list. See Directory of Geotargeting Regions and Countries for a list of countries and regions. 
   Tips:
   • If you define specific locations, only people from the accounts that qualify for the selector at those specific locations can see the customized experience. Use Global to target everyone at the account.
   • The Map view by the geoselector tool highlights your selections for quick visualization. 
4. (Optional) To show the experience to users with unknown locations, click Show experience if Location is unknown. Choose this option if you want to target all accounts that meet the selector criteria, regardless of location.
5. Click Save. 

Track and Send Visitor Interactions to Google Analytics

Track and send page visit and click events to Google Analytics.

1. From an experience, go to the GA Tracking tab. 
2. Create a new tracking event. See Set Up Google Analytics Event Tracking in Site Customization and Configure Settings for Site Customization.
3. (Optional) To track additional events, click Add an Event.
4. Click Save.
   

Review and Activate the Experience

1. From an experience, go to the Review and activate tab.
2. (Optional) Experience Priority: You can change the priority of the experience by selecting High, Med, or Low from the drop-down list. See Configure Priority for an Experience.
   Important: If an account qualifies for multiple experiences on the same page, Demandbase shows the experience with the highest priority. By default, Demandbase sets every experience priority to Med.
3. Review the experience details and click Activate. 
   Tip: You can preview the list of accounts that qualify for the experience by going to the Member Preview tab.
   

Outcome

New experiences and edits are processed within minutes and loaded on your web page.

To manage your experience, see Manage a Site Customization Experience.

To view native reporting in a Dashboard, see Understanding the Site Customization Dashboard.