Create Dynamic Fields for Site Customization

Context

You can use dynamic fields in your site customization experiences and dynamically update the fields for each visitor. Using dynamic fields increases flexibility and eliminates the need to create multiple experiences for each target account.

Important: You can use any field that is available in Demandbase Fields. See Manage Fields in the Database.

For example, if you want your site to show the industry of a visitor’s company, you can use the Industry dynamic field in a header element. When a visitor comes to the web page, Demandbase recognizes the visitor and shows their industry in the header. If Demandbase doesn’t have the data, or if the visitor is unknown, Demandbase leaves the field empty and only shows the non-dynamic text on the page. See How Demandbase Targets Accounts Using Domains.

The following are some common use cases for dynamic fields:

Visitor’s company name.
Visitor’s company country.
Visitor’s company industry.
Visitor’s company tier.

Preparation/Prerequisites

You must have access to Demandbase Personalization.

Identify the fields you want to use. See Manage Fields in the Database.

Steps: Activate a Dynamic Field in Account Connector

From the left navigation bar, go to Settings > Account Connector > Create New Integration.
In the Integration Name drop-down, select Site Customization Dynamic Fields.
In the Search Field(s) drop-down, select the desired field.
Keep the integration type as Client Side and click Create.
To add more fields, go to the General tab and select additional fields from the Select a value drop-down.
Go to the Field Mapping tab, toggle to activate fields, and click Save.
Tip: The dynamic field is mapped to the Site Customization field. Data Field is the name of the dynamic field and Attribute Name is the field name you see in Site Customization.
Go to the General tab and click Generate API Token.
Important: Demandbase notifies our Professional Services team to approve the new fields. It takes about 24 hours to populate in our API. You are notified via email when the integration is approved.

Steps: Add the Dynamic Field to Site Customization

From the left navigation bar, go to Personalization > Site Customization and create or edit an experience. See Create a Site Customization Experience.
Go to the Experience Builder tab and click the Visual or Advanced tab.
Tip: You can use both options in a single experience.
Select an element you want to edit.
Within the element modification, enter a curly bracket { where you want to add a dynamic field.
From the content drop-down list, enter a dynamic field.
Tip: The editor appends two curly brackets before and after the dynamic field name. The format is {{dynamic field}}. For example, {{Industry}}.
Click Apply.
(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.
Tip: You must save and activate the experience before visitors see the dynamic field value on the web page.
Make any remaining edits to your experience and click Save.