Integrate Demandbase Launch Extension with Adobe Target

After integrating Adobe Target with Demandbase, complete the following steps in Adobe Target to finalize the integration.

Prerequisites

• You must have a license for the Demandbase Personalization solution.
• You must first complete the following: 
  • Integrate with Adobe Target in Demandbase.
  • Integrate Adobe Analytics with Demandbase
  • Set Up the Demandbase Adobe Analytics Launch Extension.
• In Adobe Target, you must have an experience property for Demandbase. Make sure to select the checkbox Run rule components in sequence. See Adobe’s article Set up Properties in Adobe Target.
  

Step 1: Install and Manage Extensions (Adobe and Demandbase)

1. Log in to Adobe Experience Platform and go to the Demandbase property.
2. Go to Extensions > search for and install Adobe Target v2 Launch extension.
   
3. (Optional) Edit the extension configuration if necessary and click Save to Library.
   
4. Go to Extensions > search for and open the Demandbase extension.
   
5. Go to Configure Demandbase > API Configuration > Enable Adobe Target Integration. In the dropdown, select Yes.
6. Click Save.
   

Step 2: Create Data Elements

The Experience Platform uses data elements to pass data across systems. To see specific field values in Adobe Target, create or use existing data elements. In the following example, we are creating a data element for the State field.

1. In the Demandbase property, go to Data Elements.
2. Click Add Data Element.
   
3. Enter the following: 
   • Name: demandbase_state
   • Extension: Core
   • Data Element Type: Local Storage
   • Check Clean Text
   • Storage Duration: Session
   • Local Storage Name: Demandbase.AdobeLaunch.demandbase_state
4. Click Save.
   
5. Repeat steps 2-5 for all other fields.

Step 3: Create Property Rules for Load and Fire

Adobe Target must load with the right parameters. When creating rules, make sure they fire after the Demandbase API call so data elements are properly populated.
Tip: Rules should be configured based on your company’s specific needs and goals.

The following are examples of the three most common rules.

• Call Demandbase
• Load Adobe Target
• Setup and Fire Adobe Target

Call Demandbase

Rule used to trigger the IP API call and start the Demandbase extension. 

1. In the Demandbase property, go to Rules.
2. Click Add Rule.
   
3. Enter the following: 
   • Name: call Demandbase
   • IF > Events: Core - Library Loaded (Page Top)
4. Go to Then > Actions and click the + sign.
   
5. In the Action Configuration page, enter the following:
   • Extension: Demandbase
   • Action Type: callDemandbaseIpApi
   • Name: Demandbase - callDemandbaseIpApi
   • Advanced Options: Check Wait to run next action and Timeout in milliseconds: 2000.
6. Click Keep Changes.
   
7. Go to Then > Actions and select Demandbase - callDemandbaseIpApi.
   
8. Click Save.
   
   

Load Adobe Target

Rule used to load Adobe Target and initialize the Target extension.

1. In the Demandbase property, go to Rules.
2. Click Add Rule.
   
3. Enter the following: 
   • Name: Load Adobe Target
   • IF > Events: Core - Library Loaded (Page Top)
4. Go to Then > Actions and click the + sign.
   
5. In the Action Configuration page, enter the following:
   • Extension: Adobe Target v2
   • Action Type: Load Target
   • Name: Adobe Target v2 - Load Target
     
6. Click Keep Changes.
   
7. Go to Then > Actions and select Adobe Target v2 - Load Target.
8. Click Save.
   

Setup and Fire Adobe Target

Rule used to initialize the Adobe Target extension and triggers it to deliver personalized experiences on the page. 

The following example sends data to both Adobe Analytics and Adobe Target. The order of the rules depends on your specific use case and whether you want Adobe Analytics or Adobe Target to fire first.

1. In the Demandbase property, go to Rules.
2. Click Add Rule.
   
3. Enter the following: 
   • Name: Pageview fire - setup target - and send beacon
   • IF > Events: Demandbase - API CAll Finished (Success, Fail, or Timeout)
4. Go to Then > Actions and click the + sign.
   
5. In the Action Configuration page, enter the following:
   • Extension: Adobe Target v2
   • Action Type: Add Params to All Requests
   • Name: Adobe Target v2 -  Add Params to All Requests
   • In the Value section, click Add. Enter demandbase_state (Name) = %demandbase_state% (Value)
     Tip: Add fields as necessary.
6. Click Keep Changes.
   
7. Go to Then > Actions and click the + sign.
8. In the Action Configuration page, enter the following:
   • Extension: Adobe Target v2
   • Action Type: Fire Page Load Request
   • Name: Adobe Target v2 - Fire Page Load Request
   • Body Hiding: Enabled
   • Body Hidden style: body (opacity: 0)
9. Click Keep Changes.
   
10. Go to Then > Actions and select Adobe Analytics - Set Variables WAIT, THEN Adobe Target v2 - Add Params to All Requests WAIT, THEN Adobe Analytics - Send Beacon WAIT, THEN Adobe Target v2 - Fire Page Load Request.
    
11. Click Save.

Step 4: Publish the Demandbase Property

Important: You must publish the Demandbase property to see the data in Adobe Target.

1. In Adobe Experience Platform, go to Publishing Flow.
2. Find and publish the Demandbase property. See Adobe’s article Publishing flow.

Step 5: Create Audiences and Activities

1. In Adobe Target, go to Audiences.
2. Create audiences using rules for specific Demandbase attributes. See Adobe’s article Build audiences in Target.
   
3. In Adobe Target, go to Activity.
4. Create activities using rules. See Adobe’s article Activities overview.