Integrate Demandbase

6 min

Note

The terms audiences and segments are interchangeable. Optimizely has updated all segments to audiences on the Audiences page and is updating the UI on other pages. See Understand audiences to get information on audiences.

Sync your customer data from Demandbase to Optimizely Data Platform (ODP) to enrich your customer profiles, reports, and segmentation with company info.

This integration works by sending your customer IP addresses from ODP to Demandbase using the Demandbase API, and Demandbase sends back company info for each matching IP address.

Prerequisites

Demandbase account with API access

ODP account

You only need to complete the instructions in this section if your app consent setting for the API channel is set to Opted Out. This setting must be set to Opted In for this app to successfully send data.

Go to Settings > App Consent Settings in ODP.

Set the Api app's Default Consent to Opted In.

Click Update Consent in the confirmation prompt.

Create Demandbase API token

In Demandbase, go to Settings > Demandbase Wide Settings > Account Connector to create an integration and copy the API token. You will use this token in step 4 of the Enable the integration section.

Enable the integration

Go to Data Setup > App Directory in ODP.

Select the Demandbase app.

Click Install App.

Go to the Settings tab, enter your Demandbase Token, and click Authorize.

Select the Demandbase fields you want to sync to ODP from the Fields for Sync multi-select list. The app adds the Demandbase data fields you select to the ODP data schema. You can view them in Settings > Objects & Fields. You can also view these Demandbase customer details in ODP customer profiles, reports, and segmentation.

Click Save.

Update the ODP JavaScript tag on your site by replacing zaius.event('pageview'); with the following:

function demandbase_vuid_hash_id() {zaius.event('pageview',

{"demandbase_vuid_hash_id": window.zaius.VUID}
);}
if (window.zaius.VUID) {demandbase_vuid_hash_id();}else {window.zaius.onload(demandbase_vuid_hash_id);}

Sync data from ODP to Demandbase

After configuring the app, you must set up an activation in ODP to sync your customer IP addresses from ODP to Demandbase. This identifies the companies that visitors on your site belong to, including information like company size, revenue, and so on. You can specify the IP addresses you want to sync, giving you more control over how much this integration uses your Demandbase API.

Go to Activations > Overview > Create New Campaign > Behavioral > Demandbase Company ID Sync to set up an automated sync.

Click Save.

Click Go Live when you are ready to turn on the data sync.

Use your Demandbase data in ODP

One way you can use your Demandbase data in ODP is to create real-time audiences and then target those audiences with pop-up modals on your website.

For example, if you want to display a pop-up modal to customers in the software and technology industry:

Go to Customers > Audiences in ODP.

Choose Real-Time Audience from the New Audience drop-down list.

Enter an Audience Name like Demandbase Software and Tech Industry and click Create. You are redirected to the real-time audience builder.

Click Add Attribute Conditions and select Demandbase company industry.

Select Software and Technology in the value entry field.

Click Save Segment.

Go to Activations > Overview > Create New Campaign > Web > Email & Phone Collection Modal.

Select Demandbase Software and Tech Industry for Enrollment.

Click to edit the Touchpoints form. Configure the Targets, Triggers, Constraints, and modal as desired. Save all edits when done.

Click Go Live when ready to start displaying the pop-up modal to customers.

Troubleshoot the data sync

To ensure data is syncing as expected between ODP and Demandbase:

Go to Settings > Event Inspector in ODP.

Click Start Inspector. A number displays next to Refresh when data is available in the inspector.

Click Refresh to view the data. The raw data that ODP and Demandbase send back and forth displays.

Click View Details to see the formatted version of that raw data. Data fields sent from Demandbase back to ODP start with _demandbase.

Each data sync is also logged in the ODP activity log:

Go to Settings > Activity Log.

Filter the categories by demandbase.

Click View Details for a formatted view of the log details, including the number of matches.