Create a Customized Site Experience

  • Updated

Context

The Demandbase Customized Site Experience feature enables you to define segments and create personalized content for each one. You can reuse an existing account list or create a targeted segment to show each new experience to. You then define the header, text, images, call-to-action (CTA) buttons, and/or video links for each group and make the new experience(s) live on your webpage. The Demandbase team will contact you within 48 hours, when you submit the experience.

Some common segments that customers like to personalize on include the visitor's:

  • Industry (for example, if you create 3D drawing software, you might have different messaging for mechanical engineers, electrical engineers, and architects)
  • Location (for example, if you sell car parts, you might have different messaging for regions that have rough terrain and regions that have frequent snow storms)
  • Top-200 accounts (for example, you might tell them about an exclusive event you’d like them to sign up for)

You can create as many as 30 live experiences. If you would like to create more experiences, please reach out to your account manager or CSM.

Prerequisites/Preparation

Steps

  1. To create a new experience, from the left navigation bar, go to NewPersonalization.png Personalization > Site Customization select Create New Experience, and enter a New Experience Name.

  2. Decide who sees the experience: Use Selectors to define your criteria.
    a. To define the accounts, account lists, or segments to provide the new experience to, from the Selector tab, select the Advanced tab below it.
    b. Create a Selector rule that defines the criteria for who sees the experience. For example, to define a segment by the software & technology industry, open Search on the right and find Industry. 
    SelectorSearchField.png
    c. Drag it towards the + sign in the Selector workspace.
    IndustrytoSelectorWorkArea.png
    A field opens for you to create the rest of the rule.
    SelectorRule.png
    d. Click
    Select... and search for the kind of industry you’re looking for, in this case software & technology.
    You can drag more criteria, such as Journey Stage or Pipeline Predict Score, over to the + sign in the Selector workspace.
    SearchSoftware_Technology.png
    e. Click Apply to save this rule.
    f. Click
    Save to save all of your criteria.

    Important: If you define a segment that conflicts with other experiences, Demandbase gives you a warning throughout the experience creation process to let you know, including the other experience name. Demandbase chooses the experience that has the most recent creation date, so the visitor never sees more than one.

  3. Create the new experience:  Define the header, text, images, CTA buttons, and video links.
    a.
    Click the Experience builder tab.
    b. The Visual tab opens by default. Enter the URL of the page you want to customize. The webpage displays below.
    c. There are two ways to make changes:
    Visual tab (Basic): Hover over the element you want to modify. Select the text, link, image, or video link. Enter or edit the new content and click Apply. The new content displays on the page. You can see your changes in a Modifications bar on the right-hand side. Once the page is build, click Interactive mode to interact with the page as a customer would.
    Important: The element (HTML ID or CSS Class) displays when you're in Interactive mode. It's important to use unique Selectors to ensure at run-time, the correct elements are modified instead of elements with similar names or IDs.
    SiteCustomizationExperienceEdit.png
    Advanced tab: If you are tech-savy, you can make changes in HTML, allowing for more advanced changes, such as changing menu items that only appear on hover. Select the Advanced tab, select Create a modification, enter the name of the element in the HTML element identifier field, edit the element, and click Apply.

    Important: We can't customize website content that is loaded after the tag is loaded, such as carousels, drop-downs, and iframes, or any object that requires the visitor’s input to enable additional content.

    d. To share your changes with other team members, click Preview, and you can create preview links to share.

  4. Set up data analysis: Click the Tracking tab to set up Google Analytics Tracking.
    See Set Up Google Analytics Event Tracking.

  5. Review your changes and prioritize your experience:
    a. Click the Review and activate tab.
    b. Priority: In the event of an account qualifying for multiple active experiences, Demandbase shows the highest priority. Assign a Priority of High, Med, or Low to the experience. (See Priority changes below for an alternate method.)
    If an account qualifies for multiple experiences of equal priority, Demandbase shows the most recently activated experience. It takes about 24 hours for a priority change to process.
    c. When you’re satisfied with the Modifications, click Activate.

Outcome

The Demandbase team will contact you, typically within 48 hours to complete the delivery of the experience to the accounts that meet your criteria.

SiteCustomizationOutcome.png

Within 30 minutes of Demandbase activating the new experience, a list of the accounts viewing your new experience is available. Click Member preview to see the accounts. The number of accounts seeing the new experience is at the top. Demandbase also shares this additional information about the visiting accounts:

  • Name
  • Source (such as Salesforce or CSV)
  • Industry
  • Employees (number of)
  • Billing State
  • Days in Journey Stage
  • Pipeline Predict Score
  • Qualification Score
  • Engagement Minutes (3 mo.)

SiteCustomizationAccounts.png

You can see the list of your custom experiences at PersonalizationIcon.png Personalization > Site Customization. Click into any link to view or edit the site customization. You can go back to the Experience builder tab for an experience to edit any elements of the experience.

Once you activate your site customization, you can see its Status at the main PersonalizationIcon.png Personalization > Site Customization page. You can filter the list by status, such as Pending Activation (you've activated it, but it's not being worked on yet), Inactive (it's being worked on), or Active (it's live). 

Next Steps

You can view and change an experience priority at any time at Personalization > Site Customization, where Demandbase displays a Priority column showing your selected priority. Unless you changed it when you created or modified an experience, Demandbase sets the experience Priority to Med. You can edit the priority at any time by selecting another setting from the drop-down list, without having to reactivate the experience. You can filter your list by Priority.

ExperiencePriority1.png

 

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