Integrate VWO with Clearbit

About VWO-Clearbit Integration

Clearbit is a powerful data enrichment platform that provides real-time intelligence about your website visitors. It taps into a vast database to enrich IPs, email addresses, and domain information with firmographic and demographic data.

Integrating Clearbit Post Segmentation allows you to import firmographic data into VWO which you can utilize to filter reports across VWO Testing, Insights, and Personalize, after the campaign is made live, such as industry, company size, and revenue. For instance, once an A/B test concludes, you can segment your results using Clearbit attributes like domain, revenue, or company size to uncover more actionable insights.

Key Benefits

Integrating Clearbit attributes into VWO offers the following benefits:

• Deeper Insights: Helps you understand how different B2B segments perform in your VWO tests and personalization campaigns.
• Granular Analysis: Allows you to slice and dice report data based on specific company characteristics provided by Clearbit.
• Informed Optimization: Helps you make data-driven decisions based on how variations resonate with distinct business audiences.

Enable Clearbit Integration For Pre-segmentation

To enable the Clearbit integration for leveraging custom segments in your VWO account: 

1. Log in to your VWO account.
2. From the left panel, navigate to Configurations > Integrations.
3. Under Connected Apps, select Clearbit.
4. Click Enable Now to enable the Clearbit integration.
   
5. Navigate to the Config tab. Specify the JavaScript variable in the Clearbit attribute variable name field where the Reveal API data is stored. By default, this is set to reveal_organization. This should be the same variable you used as a parameter in the Clearbit Reveal API or the one where all Reveal API data is assigned.
   
6. Select the Enable use of attributes for visitor targeting checkbox and click Save.

After you click Save, VWO fetches the Segments from your Clearbit account. 

Use Clearbit Attributes for Pre-segmentation

To use the Clearbit attributes as a targeting condition in VWO, perform the following steps:

1. Log in to your VWO account.
2. Navigate to Testing and create any type of test. 
3. From the Configuration tab, click on Audience and Traffic.
4. Under the Target Audience section, navigate to Custom Segment and create a segment using the Clearbit Attribute to fetch the system-provided attributes from your Clearbit account.

For example, you can create a custom segment targeting companies from a specific industry, such as those in the IT sector. To achieve this, use the Clearbit Company Attribute, as illustrated in the image below:

Note: When you choose a Clearbit attribute as your targeting condition for your VWO campaign, we set the Poll Until setting to Custom Event by default, which includes a code snippet that waits 5 seconds for the Clearbit attribute variable (window.ClearbitReveal) to be available. The segmentation condition will not apply if this is not available within 5 seconds. You can modify the wait duration within the code snippet, as shown in the following image, to suit your specific requirements.

5. To add multiple conditions, click Add another condition. Also, you can define the logical relationship between the different conditions using the And/Or operators and use brackets to organize the segment condition.
6. Once done, click Save Segment.

Enable Clearbit Attributes for Post-segmentation

To make post-test segment reports in VWO using custom attributes in Clearbit:

1. Log in to your VWO account.
2. From the left panel, navigate to Configurations > Integrations.
3. Under Connected Apps, select Clearbit > Config.
4. Select the Enable use of attributes for post-segmentation reports checkbox.
5. Click  + Select attributes from Clearbit. A Select attribute modal lists all the available attributes from your Clearbit account.
6. Select the attributes you want to use in VWO reports (for example, Domain, Revenue Range, Employee Range, Industry, Confidence).
7. Click Add.

The selected attributes will now appear in the configuration section as shown in the following image:

The attributes you select here specify the data points VWO should retrieve from Clearbit when a visitor is recognized on your site.

After you enable and select attributes in the configuration, they appear in VWO Data360 as Unregistered Attributes. You need to register them to make them permanent, assign user-friendly names, and ensure VWO stores the data consistently for reporting.

Register Clearbit Attributes in VWO Data360

To register the attributes:

1. Navigate to Data360 > Attributes from the left-hand panel.
2. Scroll down the attribute list on the left to find the UNREGISTERED ATTRIBUTES section.
3. Locate the attributes prefixed with Clearbit. (for example, Clearbit.category_subindustry, Clearbit.legalName).
   
4. Click on an unregistered Clearbit attribute you want to use (for example, Clearbit.company_employees).
5. Click the Sample Values tab to verify the kind of data being received.
6. Click the Register Attribute button in the top-right corner.A Create Attribute form appears when you click Register Attribute.

7. In the Create Attribute form:
   • Review the Attribute Name and modify it to make it user-friendly (for example, "Clearbit Company Country"). Keep the API Name as is unless you have a specific reason to change it.
   • Verify the Data Type (usually Text).
   • Add a Description if desired.
   • Configure Data anonymization rules if needed (though typically not required for firmographics).
     

8. Click Create.
9. The attribute will now appear under MY ATTRIBUTES (or another relevant category if customized) and will be available for use in Reports under Custom Segment.
10. Repeat steps 4-9 for each Clearbit attribute you selected during the configuration phase to use in reports.

Use Clearbit Attributes for Visitor Segmentation

Once you have configured and registered your Clearbit attributes in Data360, you can use them to segment your visitors in VWO Testing campaign reports. To filter your report data based on specific firmographic or intent criteria captured from Clearbit:

1. Navigate to the Reports tab of a running or completed VWO Testing campaign.
2. Click the All Visitors dropdown menu.
3. Select Custom Segment.
4. In the segment builder, select the first dropdown and search for your registered Clearbit attribute (for example, Clearbit Company Sector).
   
5. Select the desired attribute.
6. Choose an operator (for example, equals, contains) and enter the desired value you want to segment by (for example, “Company Sector = Government").
7. Click Filter.
   After you apply the filter, the report displays data only for visitors who met the specified Clearbit attribute condition during their session. 
8. To remove the segment, select the Custom Visitors dropdown and select Clear Segment, then click Filter.

Leverage Clearbit Attributes in Visitor Dimensions

You can break down your VWO Test reports using Clearbit attributes as Visitor Dimensions. This helps you understand how different groups of visitors, based on company details or intent signals, interacted with your test variations. To do so:

1. Navigate to the Reports tab of a VWO Testing campaign.
2. Set the Visitor Segment to All Visitors to avoid limiting your view with filters.
3. Select the Visitor Dimensions dropdown menu and search for your registered Clearbit attributes.
4. Select the Clearbit attributes you want to use as dimensions (for example, Clearbit Company Industry) and click Apply. You can select more than one dimension if needed.

When you click Apply, the report updates to show the key metrics (visitors, conversions, rates) for each variation, grouped by the selected Clearbit attribute value. The following image shows an example of a report filtered using the Clearbit Employe Range and Category Industry attribute in the Visitor Dimensions section.

5. To remove the dimension, click the Visitor Dimensions dropdown, uncheck the attributes, or click Reset, and then click Apply.

Best Practices

To get the most value from your Clearbit integration with VWO, follow these best practices when working with Clearbit attributes in Data360 and campaign reports:

• Integrate only those Clearbit attributes that you plan to use for analysis. This keeps your Data360 workspace and reports streamlined and easier to manage.
• When registering attributes in Data360, rename them to be easily recognizable (for example, Clearbit Employee Range instead of Clearbit.company_employee_range). This helps you quickly identify attributes while building segments or filtering reports.
• Start by integrating key company-level attributes like Industry, Employee Range, and Revenue Range. These attributes often yield the most actionable insights.
• For deeper insights, combine Clearbit attributes with other VWO data, such as traffic source, device type, or on-site behavior, to create advanced custom segments.
• After setting up the integration, periodically review sample values in Data360 and check how the attributes appear in your reports. This ensures that data flows correctly from Clearbit and is captured as expected.

Troubleshooting

FAQs

• How long does it take for Clearbit data to appear in VWO reports?
  • VWO begins collecting data for the selected Clearbit attributes once the integration is configured and the attributes are registered.
  • However, Data collection begins only after the setup is complete. Sessions that occurred prior to the configuration are not included.
  • You’ll need to wait for new traffic (with visitors identified by Clearbit) to populate reports.
  • The timing depends on your website traffic volume and campaign audience.
    
    
• What happens if I later uncheck a Clearbit attribute in the integration settings?
  • If you deselect an attribute in the Clearbit integration:
  • VWO stops collecting that attribute going forward.
  • The previously collected data for that attribute will remain in your reports (unless manually deleted), but it won't update with new sessions.
  • You can re-enable the attribute later if needed.

Need more help?

For further assistance or more information, contact VWO Support.