Create Dynamic Fields for Site Customization

  • Updated

Context

Dynamic Fields for Site-Customization allow you to use your own fields as part of your personalized content. When you use a dynamic field as a site element, the field updates automatically for the current visitor. For example, if you want your site to mention the state the visitor is from, you may have a state or billing_state dynamic field. Demandbase recognizes the visitor and displays the visitor’s state. If your database doesn’t have the data, or if the visitor is unknown, Demandbase just leaves it empty. For example, with company data, your site could say, Hello! IBM. Without company data, it would simply say Hello!

Adding a dynamic field to your customized site experience makes your site more flexible, so that it’s unnecessary to create multiple experiences for each purpose. It allows you to use your own data for one or multiple dynamic fields. You can use any field that is available in Demandbase or appended from a .csv file or a CRM, such as Salesforce.

Common use cases for a dynamic field are:

  • Greeting the visitor by company name
  • Mentioning who the text is from, maybe their CSM
  • Product’s shipping state
  • Visitor’s billing country

You can update your dynamic fields outside of site-customization, in 1SettingsCropped.png Settings > Fields, so that the update doesn’t require the experience to be updated again.

Creating a dynamic field is a two-step process:

  • Activate a dynamic field in the Account Connector
  • Add the dynamic field to the site experience

Preparation/Prerequisites

Before you try to execute the steps below, consider planning for the following:

  • Is your dynamic field for an existing customized site experience, or will you create a new site experience?
  • What is the use case for your dynamic field?

If you have not yet been introduced to the value of fields in Demandbase, see:

Steps

  1. Activate fields in the Account Connector.
    a. From the left navigation bar, go to 1SettingsCropped.png Settings > Account Connector > Create New Integration.
    b. In the Integration Name field, select Site Customization Dynamic Fields.
    Site Customization Dynamic Fields displays in the Account Connector in the Integration Name column.
    c. Click into Site Customization Dynamic Fields.
    Account Connector displays any mapped dynamic fields that already exist.
    d. Continue within the General tab for the Site Customization Dynamic Fields and click in Select a Value.
    All fields are available, regardless of the source, including Demandbase, csv imported, and Salesforce.
    e. To activate the field, go to the Field Mapping tab and click the Inactivate/Activate toggle on, and click Save.
    Demandbase maps the field from the Site Customization to the Demandbase field. Data Field is the name of the Demandbase field and Attribute Name is what we use to pass it to Site Customization.
    FieldMapping.png
    f. On the General tab, click Generate API Token.
    Demandbase notifies our Professional Services team to approve the new fields. It takes about 24 hours to populate in our API. You will be notified via email when the integration has been approved.
  2. Add the dynamic field to your site customization experience.
    a. From the left navigation bar, go to NewPersonalization.png Personalization and click an existing experience or create a new one. (To create a new experience, see Create a Customized Site Experience.)
    b. Select the Experience Builder tab.
    c. Select the element to which you would like to apply the dynamic field.
    d. In the element editor, for Element Type, select text content.
    e. Before the name of the content, enter a curly bracket {.
    CurlyBracketwithDropDown.png
    Entering the curly bracket opens a drop-down list with the dynamic fields that are already created.
    f. Select a dynamic Field.
    The editor appends two curly brackets before and after the dynamic field name and displays the dynamic field in orange text {{dynamicfieldname}}. (The actual experience will be in the color specified for your website.)
    g. Click Apply.
    DynamicFieldinEditoAnnotated.png
    h. Make any remaining edits to your site customization, and click Save.
    i. In the upper-right, click Preview
    The Dynamic Field editor opens and pulls in a random value for each dynamic field. You can share the preview, so you may want to edit the value if it doesn't seem relevant to the people you're sharing with or if Site Customization leaves the field blank, because it hasn't captured any data yet. (When Site Customization does add a random value, it's purely for preview purposes. Your customers actually see relevant data.)
    j. Click Save.
    DynamicFieldinPreview.png

    k. To get a link to share the preview with, click Share Preview.
    SharePreview.png

Outcome

Your site is updated and reflects the value of the dynamic field. If Demandbase finds an empty field for a visitor, it doesn’t show anything for that field, only the non-dynamic text on the page.

 

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