Set Up Intent for G2 Integration

Context

The Demandbase and G2 partnership allows Demandbase to ingest G2 product review intent directly into the platform. You can use G2 intent to power marketing and sales growth at every stage of the account journey.

G2 intent is synced on a nightly basis and can be used in various areas in Demandbase such as:

• Account lists, filters, reports, and segments.
• Intent engagement minutes.
• Journey stages.
• Predictive scores.
  Tip: We recommend waiting at least a month after integration to retrain your predictive scores.
• Advertising campaigns.
• Marketing campaigns, such as nurtures, personalized websites, and conversational marketing experiences.

Important: Intent data is matched to accounts in Demandbase using the account domain.

G2 Intent Types

See the G2 Buyer Intent data and Demandbase article in G2 for intent data available in Demandbase. 

Prerequisites/Preparation

You must have a license with G2. Your G2 subscription level determines which Intent signals you have access to in Demandbase. 

You must have Admin privileges in Demandbase. 

Demandbase supports multiple G2 intent integrations, follow the integration steps for each of your G2 API tokens. 

Steps: Integrate with G2

1. Log in to G2.com and go to the Product Admin section.
2. Go to Integrations  > API tokens.
   
3. Name the API token Demandbase.
4. Copy your API Token. 
5. Log in to Demandbase.
6. From the left navigation bar, go to  Settings > Integrated Systems > Integrations.
7. Click Create Data Source and choose G2.
8. In the G2 Product Profile box, enter a profile name. Since you can create multiple integrations, name your profile so that you know which integration supports which G2 Product Profile. For example: Demandbase for Salesforce.
9. In the API Key box, paste the API Token you copied from step 4.
10. Click Save.
    Important: It can take up to 24 hours for G2 intent to sync into Demandbase.
     

Use G2 Intent as Selectors

1. In the selector module, click the Advanced tab. 
2. Add the Intent Surge activity selector. 
3. Click the arrow next to Add constraints and choose the constraints you want to use:
   • Activity Date: Date the intent data came into Demandbase. 
   • Intent Topic: Name of G2 intent. See G2 Intent Types for examples.
     Tip: To use all intent, remove the Intent Topic constraint. 
   • Product Profile: G2 product profile name from Steps: Integrate with G2 - step 8. 
   • Source: Set operator as Equals and value drop-down as G2.
4. (Optional) To use geolocation, add the Engagement activity selector. Click the arrow next to Add constraints and choose the geolocations you want to focus on.
5. Click Save. 
   

Configure Engagement Minutes Using G2 Intent 

1. From the left navigation bar, go to  Settings > Integrated Systems > Integrations.
2. In the Choose Category drop-down, choose Intent Activities. 
3. Under the 3rd Party Intent Surge section, set the Any Value drop-down to Intent Surge.
4. In the Operator drop-down, choose an operator.  
5. In the Enter Criteria field, enter the name of a G2 intent. See G2 Intent Types for examples.
6. (Optional) To use geolocation Intent, scroll down to the 3rd Party Geo Intent Activity section, and set Any Value drop-down to Intent Surge. Choose an operator, name of G2 intent, and geolocations you want to focus on. See Set Up and Use Demandbase Intent by Geolocation. 
7. In the Minutes field, enter a number above zero.
   Tip: We recommend using a decimal value between 0 and 1 for Intent Engagement Minutes.
8. Click Save at the top right.