Create Dynamic Fields for Site Customization

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.

For example, if you want your website to display a visitor’s company industry, you can add the Industry dynamic field to a header element. When a visitor arrives on the page, Demandbase identifies the visitor’s company and dynamically populates the header with the corresponding industry. If the industry data is unavailable or the visitor cannot be identified, the dynamic field remains blank and only the static text is displayed. 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.

Important: 

• You can use any field that is available in Demandbase Fields. See Manage Fields in the Database.
• By default, Demandbase adds and activates 53 fields. You cannot delete or deactivate these fields.

Prerequisites

• You must have a license for Personalization.
• Identify the fields you want to use. See Manage Fields in the Database. 

Create Site Customization Dynamic Fields Feature

1. From the left navigation bar, go to Settings > Account Connector > Create New Integration.
2. In the Integration Name drop-down, select Site Customization Dynamic Fields.
3. In the Search Field(s) drop-down, select the desired field.
4. Keep the integration type as Client Side and click Create.
   Important: Demandbase Supports receives a notification 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.

Activate or Deactivate Site Customization Dynamic Fields Feature

1. From the left navigation bar, go to Settings > Account Connector.
2. Check the box next to Site Customization Dynamic Fields.
3. Click Actions.
4. Select Activate or Deactivate.
5. Click Activate or Deactivate.

Delete Site Customization Dynamic Fields Feature

Important: Before you can delete the Site Customization Dynamic Fields feature, you must first deactivate it.

1. From the left navigation bar, go to Settings > Account Connector.
2. Check the box next to Site Customization Dynamic Fields.
3. Click Actions.
4. Select Deactivate.
5. Click Deactivate.
6. Check the box next to Site Customization Dynamic Fields.
7. Select Delete.
8. Click Delete.

Add Dynamic Fields

1. From the left navigation bar, go to Settings > Account Connector.
2. Click Site Customization Dynamic Fields.
3. Click top right three dots, and click Edit.
4. Click bottom left + Add Field.
5. Select a field and the corresponding attribute name.
   Tip: Data Field is the name of the dynamic field and Attribute Name is the field name you see in Site Customization.
   
6. Click Save.
7. Click Save and Activate.

Delete Dynamic Fields

Important: You can only delete the fields you added in Add Dynamic Fields.

1. From the left navigation bar, go to Settings > Account Connector.
2. Click Site Customization Dynamic Fields.
3. Click top right three dots, and click Edit.
4. Hover over the field, click the wheel cog, and click Delete Field.
5. Click Save.

Activate and Deactivate Dynamic Fields

Important: You can only activate and deactivate the fields you added in Add Dynamic Fields.

1. From the left navigation bar, go to Settings > Account Connector.
2. Click Site Customization Dynamic Fields.
3. Click top right three dots, and click Edit.
4. Go to the field and toggle on or off Inactive/Active.
5. Click Save.
6. If activating a field, click Save and Activate.

Add the Dynamic Field to Site Customization

1. From the left navigation bar, go to Personalization > Site Customization and create or edit an experience. See Create a Site Customization Experience.
2. Go to the Experience Builder tab and click the Visual or Advanced tab.
   Tip: You can use both options in a single experience.
3. Select an element you want to edit.
4. Within the element modification, enter a curly bracket { where you want to add a dynamic field.
   
5. 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}}.
6. Click Apply.
7. (Optional) To delete a modification, hover over the modification and click the trash icon.
8. (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.
9. Make any remaining edits to your experience and click Save.

Outcome

It can take up to 24 hours for new and updated experiences to process and load on your web page.