Notes:
CRM integration feature is available on our Grow AI and Scale AI plans. Please contact support if you want to upgrade your plan.
You will also need the Personalization add-on and any standard Demandbase plan with account identification credit.
Demandbase real-time personalization dynamically tailors messaging, visuals, and calls to action in content at the account level the moment an anonymous reader lands on your content. Using the Demandbase data, readers instantly see content that’s relevant to their specific needs. This guide outlines the steps for setup.
Configure and enable Demandbase real-time personalization
Install and configure your Demandbase integration
Access the Integrations Hub, click on "Integrate” in the left-hand menu.
The Integrations screen will show all available integrations in a grid layout.
Click "Demandbase".
Click on the “Settings” tab and enter your Client-side API Token. If you want, you can also add the optional server-side API token. Click “Save”.
Set up content for Demandbase personalization
Open your content in the editor.
On the “Personalization” tab, select “Personalize with external data”
Select “Demandbase”
Select Demandbase fields to choose which data will drive personalization.
Click "Add to form".
Add personalization tokens in your content or add page rules.
Enable Dynamic personalization
Note: You can also choose how you’d like to personalize your content during the publishing process.
Open content settings.
On the tab “Personalization”, select “Dynamic personalization”.
Click "Save".
