The Folloze + Demandbase integration provides joint customers with the ability to use Demandbase account identification and data to enrich Folloze analytics and activate Folloze personalization. This allows customers to deliver personalized experiences at scale for Demand programs, Account Based Experiences (ABX) and other campaigns. The account data provided is up-to-date and refreshed automatically at a specific time interval.   

Here are some common use cases for the Demandbase integration:

• Inbound unknown leads. When an anonymous lead lands on a board, Folloze can leverage Demandbase account identification to match the lead with an account.
• Outbound marketing and sales motions. This allows customers to deliver outbound campaigns to known leads and use the enriched Demandbase account data.
• Personalization studio. Use the Demandbase account fields to personalize the experience.
• DB Account Connector. Use the Connector to configure custom account fields and pull additional account data from Demandbase into Folloze for analytics and personalization.

Before you begin, make sure you have:

• Company Admin access to Folloze
• Demandbase API key

To retrieve the Demandbase API Key:

1. Open the Demandbase platform. 
2. From the left menu, go to Settings > Demandbase-Wide Settings > Account Connector > Folloze. 
3. Select the General tab and click Generate API token. 

For more information, see these Demandbase resources: 

Set Up Demandbase to Send Data to an Integration

Integrate Folloze with Demandbase

Follow these four main steps to set up the Demandbase integration:

• Step 1 - Activate
• Step 2 - Install the Demandbase One Tag
• 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 Demandbase:

1. Go to Company Admin > Integrations > Data Providers > Demandbase.
2. Set the number of days for the Refresh firmographic data interval. This value represents how often the firmographic data will be automatically updated. 90 days is the default value.
3. To activate the Demandbase API, turn it on.  
4. Enter the Demandbase API key  and select Validate Key.
5. After the key is validated, select Connect. 
6. If your integration requires mapping to customer fields in Demandbase, you can configure those fields to be used in Folloze. These fields need to first be configured in the Account connector for Folloze, as defined in the Demandbase system. For more information about creating account connect, read here. Please ensure that the account connector creator is configured for Folloze.
7. To configure the fields defined in the account connector in Folloze, you can either create them manually one by one or create via the JSON file generated for the account connector definition.
8. To add Demandbase custom fields, click New Field to add them individually or click Upload File to add fields in bulk via a JSON file. This expands the personalization use cases on your boards, making them more effective in attracting leads to engage with your content.  
9. Fill in the Create Custom Field form. 

To learn more about adding custom fields, read the article The Folloze + Demandbase Custom Fields Connector Setup. 

Step 2 - Installing the Demandbase One Tag

The Demandbase One Tag is a tracking script that allows Demandbase to track visitors when installed on your website. This is used to allow Demandbase to measure visitors' interest in your company. Folloze allows tracking scripts to be added as custom scripts. 

Note: If you are already using Google Tag Manager to deploy your Demandbase WebTag, we recommend installing Google Tag Manager only. You do not need to install the script twice.

1. Follow the instructions from this Demandbase help article to get the One Tag for your Folloze boards.
2. Once you have copied the script from Demandbase, navigate to the Folloze Company Admin > Custom Scripts
3. Click on BuyEx 3.0 Custom Scripts in the subheader
4. Click on the Add Script button and use the following information
   1. Script Name: Demandbase One Tag
   2. Organization ID: your organization id
      Tip: If you don't know your organization ID, enter 1 in the field and click Save. Your organization ID will be displayed below the field.
   3. Board ID: leave this blank
   4. Position: body_bottom
   5. Script: the script you copied from Demandbase
5. Click Save to add the script to all boards in your organization

Step 2 - Identifying and enriching data

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

You can view data retrieved from Demandbase in the following places on the Folloze platform:

• Pulse table

• Account Dashboard

Step 3 - Personalizing account data

When Demandbase is connected as a data provider, it provides all data for personalization on all boards. This data is available to you in the personalization studio. If you see the “DB” sign on a rule it shows this data came from Demandbase. Here, you can create new personalization rules based on the fields defined in Demandbase.

To create a personalization rule:

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 Demandbase fields open.

4. Select a rule from the list of Demandbase fields and apply the rule to your board viewer. If you would like to configure custom fields, contact your CSM or Folloze Support.

The available default Demandbase fields include:

• Account employee range
• Account industry
• Account sub industry 
• Account revenue range
• Account state
• Account stock symbol

You can add as many rules as needed and order them by priority. The first rule to be met will be selected.

5.  Select Done.
6.  Select Save Rules.

You can 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 Demandbase 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 Demandbase integration, 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 Demandbase integration is all set up, you can start taking advantage of all its exciting capabilities.