Folloze-D&B Integration

The D&B integration provides account data and segment/audience data to enrich analytics and activate personalization.   

Here are several common use cases for the D&B integration:

• Inbound unknown leads. When an anonymous lead lands on a board, Folloze can leverage D&B visitor intelligence data to identify the account and retrieve account data via the D&B Lattice to enrich analytics and personalization.
• Outbound known leads. When a known lead lands on a board, Folloze can leverage D&B Lattice data based on the lead’s domain to enrich account details, update analytics and activate personalization.
• Personalization studio. Use the D&B Lattice data dictionary to personalize the account experience.

Before you begin, make sure you have:

• Company Admin access to Folloze
• D&B Visitor Intelligence API key
• D&B Lattice Client ID
• D&B Lattice Client Secret
• D&B white list the Folloze domain if not using an external domain (i.e., boards are configured to use yourcompany.folloze.com)

Follow these four main steps to set up D&B:  

• Step 1 - Activate
• Step 2 - Identify and enrich
• Step 3 - Personalize
• Step 4 - Analyze

Here’s a closer look at each step:

Step 1 - Activating the integration

To activate D&B:

1. Open your profile picture at the top-right, select Company Admin.
2. Select Integrations > Data Providers > D&B. 
3. To activate the D&B API, enable the toggle by selecting the On radio button.
4. Enter the required D&B API information:
   1. D&B API Key (Visitor intelligence)
   2. D&B Client ID (Lattice)
   3. D&B Client Secret (Lattice)
5. Click Connect to save the API key and active API settings.

 Step 2 - Identifying and enriching data  

1. Identify: Leverage D&B account data for identifying unknown leads.
2. Enrich: Retrieve an account data set from D&B about both known and unknown leads for analytics and personalization purposes.  

You can view data retrieved from D&B in the following places on the Folloze platform:

• Pulse table

• Account Dashboard

Step 3 - Personalizing account data

When D&B is connected as a data provider, its data dictionary appears in the Folloze personalization studio. If you see the “DB” sign on a rule it shows this data came from D&B. Here, you can create new personalization rules based on the fields defined in the D&B data dictionary.

To create personalization rules:

1. Select the board you wish to personalize.
2. Go to the Personalization studio tab.
3. Select Add alternative rule or Create rules block. A list of D&B fields opens.
4. Select a rule from the lists of D&B fields and apply the rule to your board viewer. 

The following table describes the fields and the corresponding D&B dictionary.

You’ll also find these fields in the Design tab for creating personalized rules for various board design elements such as messaging, banners, logos, call-to-actions, and promoted content. For example, you can use D&B fields to personalize the background image or title of your board.  

Learn more about creating personalization rules and the Folloze personalization studio here.

Step 4 – Analyzing customer engagement 

With the D&B data provider, you can gain insights into your customer profile and then track customer engagement in both the Folloze account dashboard and Pulse table.

Now that the D&B integration is all set up, you can start taking advantage of all its exciting capabilities.