Activate Demandbase firmographic data

Target high-intent accounts with a tailored message using Demandbase data.

In this tutorial, you will create an experience that displays personalized website content based on a visitor’s firmographic data from Demandbase.

By the end, your website will dynamically adapt to an account’s industry, company name, or employee count in real time.

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Demandbase load time

Since Demandbase usually takes a few moments to load, the firmographic data might not be available on the first page view.

Prerequisites

Before you start, make sure you have:

  • A Croct account with a workspace and application set up.
  • The Croct SDK installed in your project.
  • The Demandbase Tag enabled on your website.

Send data from Demandbase to Croct

To personalize the experience, you first need to capture the firmographic data identified by Demandbase and store it in Croct’s user profile.

The integration is a single script that listens for the Demandbase identification event and pushes the resulting data directly into the user’s profile.

You can add it in one of two ways:

Add a script tag

Add the following script to your website’s HTML, either in the <head> or the <body>:

Integration script
<script src="https://cdn.croct.io/plug-integration/demandbase.js"></script>

Once loaded, the script waits for Demandbase to identify the visitor and then saves the firmographic data to the visitor’s profile.

Use Google Tag Manager

If you prefer not to edit your source code, you can use Google Tag Manager (GTM) to listen for the Demandbase identification event and inject the script for you.

  1. In Google Tag Manager, select Tags > New.

  2. Name the tag as Send Demandbase data to Croct.

  3. Set tag type to Custom HTML.

  4. Copy and paste the following code into the HTML field:

    Custom HTML tag
    <script src="https://cdn.croct.io/plug-integration/demandbase.js"></script>
  5. Select the trigger Initialization - All Pages.

  6. Click Save.

When the trigger fires, the script reads the firmographic data from Demandbase and saves it to the visitor’s profile.

Your tag should look like this:

GTM tag

Check user profiles

Once the tag is published and active, you can verify that the integration is working. It maps the firmographic data from Demandbase to profile attributes and tracks an event when the data is ingested.

  1. Open the user profiles page in the admin app.

  2. Filter users using the Custom attributes or Work info tags and open one profile.

  3. Open the Attributes tab and confirm that the firmographic data has been successfully ingested.

  4. Open the Timeline tab and look for the DemandbaseDataRetrieved event to confirm when the data was captured.

Attributes

Company identity is stored using standard attributes, while the remaining firmographic data is grouped under the firmographics custom attribute.

AttributeDescription
companyCompany name.
companyUrlCompany website domain.
custom.firmographics.sourceAlways Demandbase, identifying the source of the data.
custom.firmographics.matchLevel of detail Demandbase resolved for the visitor. Values are either Detailed or Basic.
custom.firmographics.audienceDemandbase audience classification of the visitor.
custom.firmographics.profile.typeCompany type. Values are either Public, Private, Government, or Organization.
custom.firmographics.profile.industryIndustry. For example, Financial Services.
custom.firmographics.profile.employeesEmployee count range. For example, 1000+.
custom.firmographics.profile.revenueAnnual revenue range. For example, $1B+.
custom.firmographics.location.cityCity. For example, New York.
custom.firmographics.location.stateState code. For example, NY.
custom.firmographics.location.countryCountry, as a two-letter ISO code. For example, US.
custom.firmographics.stock.fortune1000Whether the company is in the Fortune 1000 list.
custom.firmographics.stock.forbes2000Whether the company is in the Forbes 2000 list.
custom.firmographics.identifiers.companyDemandbase company identifier.
custom.firmographics.identifiers.sicStandard Industrial Classification (SIC) industry classification code.
custom.firmographics.identifiers.naicsNorth American Industry Classification System (NAICS) industry classification code.

Check the Demandbase API documentation for more details.

Event

The event occurred event carries the following details:

Tracked event
{  "name": "DemandbaseDataRetrieved",  "details": {    "confidence": "Detailed"  }}

Troubleshooting

If Demandbase delivers data the integration cannot read, you will see the message below in the browser’s console:

This happens when Demandbase hasn’t resolved the visitor to a usable profile. It’s informational, not an error, and it means we didn’t ingest any data for that page view.

Create experiences

Now that we are receiving data from Demandbase, you can create audiences and personalize experiences.