Create a Site Customization Experience

Context

The Site Customization 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.

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 CSM or account manager. 

Prerequisites/Preparation

• You have the Demandbase Personalization solution. Reach out to your CSM or account manager to add it.
• You have Demandbase tag deployed on the page.
• Read Understanding Account Lists: The Heart of Your ABM Strategy.
• Read Understanding Segments.
• Your company domain is in Settings > Demandbase-Wide Settings > Allowed Domains. If it isn't, click Add a domain.
• Your browser does not block preview of the webpage. For example, you don’t have a Consent Manager that declines all cookies.

Steps

1. To create a new experience, from the left navigation bar, go to  Personalization > Site Customization, click Create New, and enter an 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 sub-tab below.
   b. Create a Selector that defines the criteria for who sees the experience. For example, to define a segment by the software & technology industry, search for and drag Industry to the Selector workspace.
   
   c. In the Select... field, search for the industry you’re looking for, in this case software & technology.
   
   Tip: You can drag more criteria, such as Journey Stage or Pipeline Predict Score, to the Selector workspace.
   d. Click Apply to save the selector.
   e. 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 sub-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 sub-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 section on the right-hand side. Once the page is build, toggle on Interactive mode to interact with the page as a customer would.
   Tip: When you select an image, you'll be able to add the URL where the image is hosted within your website. Ensure that the shape and size of the images you use for different experiences are consistent to maintain your page layout.
   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.
   
   - Advanced sub-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. Click the Advanced sub-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 in Site Customization.
   
   
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 Next Steps 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

Within 24 hours of activating the new experience, a list of the accounts viewing your new experience is available. Click the Member preview tab 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 CRM or CSV)
• Industry
• Employees (number of)
• Billing State
• Days in Journey Stage
• Pipeline Predict Score
• Qualification Score
• Engagement Minutes (3 mo.)

You can see the list of your custom experiences at  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  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.