Create a Site Customization Experience

Site Customization allows you to create personalized web experiences for target accounts. You can customize website content based on account attributes, track visitor interactions such as page visits and clicks, and send events to Google Analytics for deeper insights.

Important: You can't customize website elements that load after the Demandbase tag loads, such as carousels, drop-downs, iFrames, or elements that require visitor interaction to display additional content.

Target Account Examples

You can use account lists or selectors to define the target accounts for each experience. See Understanding Account Lists: The Heart of Your ABM Strategy.

Examples:

Industry: If you offer HR software, customize messaging for software, retail, and hospitality companies.
Department: If you offer CRM software, customize messaging for engineers, product managers, and marketers.
Tier: Show exclusive event invitations to Tier 1 accounts.

Prerequisites to Create a Site Customization Experience

You must have a license for Personalization.
You can create up to 30 live experiences. To create more experiences, contact your Demandbase Account Team.
You must have the Demandbase tag deployed on the web pages you want to customize.
Your website domain must be included in the Allowed Domains settings. Go to Settings > Demandbase-Wide Settings > Allowed Domains > Add a domain.
Important: Include http:// or https:// at the beginning of the URL.
Your browser must allow web page previews. For example, a consent manager that declines all cookies may prevent previews from loading.
Tip: Whitelist the IP range 52.4.63.192/27.
If your website uses a Content Security Policy (CSP), ensure that it allows Site Customization tracking requests. See Configure Content Security Policy for Site Customization.
Create an account list. See Create an Account List.

Configure Content Security Policy for Site Customization

If your website uses a Content Security Policy (CSP), you must allow connections to the Demandbase Site Customization event endpoint to ensure that experience events are recorded.

Important: If your CSP blocks the event endpoint, Site Customization experiences still display correctly, but Demandbase cannot record experience views, clicks, or modification failures. As a result, Site Customization reporting shows missing or incomplete data.

This is in addition to the CSP entries the Demandbase tag already requires, such as https://api.company-target.com in connect-src.

Add one of the following to the connect-src directive in your website's CSP:

*.company-target.com(recommended)
https://et.company-target.com

Tip: We recommend using *.company-target.com because it covers every Demandbase endpoint in connect-src, including identification and events, so later changes do not require another CSP update. If your security policy requires explicit hosts, make sure both https://api.company-target.com and https://et.company-target.com are listed.

Work with your website administrator to update your CSP configuration.

Create a Site Customization Experience

From the left navigation bar, go to Personalization > Site Customization.
Click Create New.
Enter an Experience Name.
Tip: Include the web page and target account information in the name to easily identify the experience. For example, Home Page - Auto Industry.
(Optional) Select an existing account list.
Tip: You can also select the account list later from the Audience tab.
(Optional) Enter a webpage URL. You can enter only the domain (for example, demandbase.com).
Tip: You can also update the URL later from the Experience builder tab.
Click Next.

Define Target Accounts

Define the target accounts for your Site Customization experience using an existing account list or custom selectors.

Important: Switching between an account list and custom selectors replaces the existing audience configuration. Site Customization dashboards are not available for audiences created using selectors.

Define Target Accounts Using an Account List

From an experience, go to the Audience tab, and select the Account List tab.
Select an account list from the drop-down.
Tip: To see the account list’s selector criteria, click View list selector.
Review the qualifying accounts in the Member Preview table.
Click Save.

Define Target Accounts Using Selectors

From an experience, go to the Audience tab, and select the Selector tab.
Define the target accounts using selectors. See Working with Selectors and Special Selectors.
Important: If an account qualifies for multiple experiences, Demandbase displays a warning during the customization process, including the names of the other experiences. See Configure Priority for an Experience.
Click Save.
To view the list of accounts that qualify for the experience, go to the Member Preview tab.

Customize Web Pages

Customize website content using the visual editor or advanced HTML element identifiers. You can use both methods in the same experience.

Tips:

When customizing images, you can enter the URL where the image is hosted on your website. To maintain the page layout, use images with consistent dimensions.
You can use custom fields in your experiences. See Create Dynamic Fields for Site Customization.
You can use Demandbase firmographic attributes in your experiences. See Use Demandbase Firmographics Attributes for Site Customization.

From an experience, go to the Experience builder tab.
Customize the web page using one or both of the following methods:
- Visual: Customize elements directly in the web page preview.
  1. In the URL box, enter the URL of the page you want to customize, and click Load URL.
  2. In the preview, 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. You can also review changes in the Modifications pane on the right.
  4. (Optional) Toggle on Interactive mode to interact with the page as a visitor. The element's HTML ID or CSS class appears when Interactive mode is enabled.
- Advanced: Customize elements using HTML element identifiers, such as menu items that appear only when you hover over them.
  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.
(Optional) To delete a modification, hover over the modification and click the trash icon.
(Optional) Click Preview to preview the experience. You can also share the preview link with other team members.
Click Save.

Target Visitors By Location

Configure location targeting to show your Site Customization experience to visitors in specific geographic regions.

From an experience, go to the Visitor Location tab.
Select an option from the Location type drop-down.
If you selected an option other than Global, select the regions or countries to target from the Specific Location drop-down. See Directory of Geotargeting Regions and Countries for a list of countries and regions.
Tips:
- When you select specific locations, only visitors from qualifying accounts in those locations can see the experience. Select Global to target all visitors from qualifying accounts, regardless of location.
- The map highlights your selected locations for easy reference.
(Optional) To include visitors whose locations can't be identified, select Show experience if Location is unknown.
Click Save.

Track and Send Visitor Interactions to Google Analytics

Configure Google Analytics tracking to send page visit and click events from your Site Customization experience to Google Analytics.

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

Review and Activate the Experience

Review your Site Customization experience and activate it to make the personalized content available to qualifying visitors.

From an experience, go to the Review and activate tab.
(Optional) Under Experience Priority, select High, Med, or Low from the drop-down. See Configure Priority for an Experience.
Important: If an account qualifies for multiple experiences on the same page, Demandbase displays the experience with the highest priority. By default, all experiences have Med priority.
Review the experience details and click Activate.
Tip: To view the list of accounts that qualify for the experience, go to the Member Preview tab.