This article is about Optimizely X. If you're using Optimizely Classic, check this article out instead.
 
Relevant products:
  • Optimizely X Web Experimentation
  • Optimizely X Web Personalization
  • Optimizely X Web Recommendations

This article will help you:
  • Enable the Demandbase integration in Optimizely
  • Create new audiences using the Demandbase integration

The Demandbase integration creates targeted B2B audiences for delivering personalized content to the companies you care about the most. Demandbase's technology allows you to do this on the very first visit to your website, before these companies have even identified themselves to you.

1. Enable Demandbase in Optimizely

To enable the integration:

  1. Enter the required API key (also called a ‘token’), which your Demandbase Customer Success Manager can provide.

  2. Click Save.

With the Demandbase integration enabled, Optimizely will deploy the Demandbase tag and fetch visitor data from Demandbase for each pageview.

2. Create an Optimizely audience

Next, create an audience in Optimizely based on company information in Demandbase. Or, add Demandbase conditions to an existing audience.

  1. Navigate to the Audiences dashboard > Create New Audience.

  2. Click Demandbase to see a full list of targeting conditions. Hover over the question mark to see a description.



    For more information on the attributes, see this Demandbase overview (you'll need to log in to Demandbase to view it).

  3. Drag a condition to select and complete the open fields. You may want to work with your Demandbase Customer Success Manager on the exact formatting to use for different fields.

  4. After you set your audience conditions, click Save Audience

Here's an example of an audience with the following conditions:

Industry = Financial Services
Employee Range = Enterprise
Revenue Range = $2.5B - $5B OR Over $5B

Here is what it looks like in the Audience builder: 

Activation on first page visit

This integration works by asynchronously loading company data from Demandbase as the page is rendering, and storing the data in the visitor's browser. This means that experiments will trigger only when the visitor comes back to the page, on their second page visit or later.

If you'd like to trigger an experiment on first page visit, you can tell Optimizely to wait for company data from Demandbase to load using conditional activation.