Set Up Intent for TrustRadius Integration

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

TrustRadius 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 points
• 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.

TrustRadius Intent Types

TrustRadius intent is available in the following categories. See TrustRadius's Intent Activity Glossary article.

Prerequisites

• You must have a license with TrustRadius.
• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Retrieve API Token in TrustRadius

1. Log in to the TrustRadius Vendor Portal.
2. Click the gear icon at the top right to go to the Settings page.
3. On the left panel of the page, click Integrations > API Key.
4. Next to your API key, click Copy to Clipboard.

Integrate with TrustRadius in Demandbase

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click New Integration and choose TrustRadius.
3. In the API Key box, paste the TrustRadius key you copied from step 4.
4. Click Save.
   Important: It could take up to 24 hours for TrustRadius intent to sync into Demandbase.
   

Use TrustRadius 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 TrustRadius intent. See TrustRadius Intent Types for examples.
     Tip: To use all intent, remove the Intent Topic constraint.
   • Source: Set operator as Equals and value drop-down as TrustRadius.
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 Points Using TrustRadius Intent

1. From the left navigation bar, go to Settings > Analytics > Engagement Points.
2. In the Choose Category drop-down, select Intent Activities. 
3. Under the 3rd Party Intent Surge section, set Any Value drop-down to Intent Surge.
4. In the Operator drop-down, select an operator.  
5. In the Enter Criteria field, enter the name of a TrustRadius intent. See TrustRadius 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 TrustRadius intent, and geolocations you want to focus on.
7. In the Points field, enter a number above zero. 
   Tip: We recommend using a decimal value between 0 and 1 for Intent Engagement Points.
8. Click Save at the top right.