March 2020: Release Note

LinkedIn Connector (General Availability)

D&B Lattice now has a native connector to LinkedIn Campaign Manager for digital audience activation. Users can now push an audience from D&B Lattice directly to LinkedIn for timely usage in campaigns.

To set up the LinkedIn Connector, navigate to the Connections tab, click the LinkedIn tile, and click “Create”.

 

  

Authenticate your log in with your LinkedIn credentials and select the Ad Account to link. Know that multiple Ad Accounts can be connected to the same tenet of D&B Lattice.

 

Next, provide an Authentication Name for the LinkedIn Account, check the box for new authentication, and click “Add”. This name will help you identify your ad account when launching campaigns.

Once the authentication in D&B Lattice has completed, login to your LinkedIn Campaign Manager account and accept the permissions from D&B Lattice to establish the connector.

 

How Create an Audience in LinkedIn

After authenticating and accepting permissions to enable the LinkedIn connector, users can leverage audiences from D&B Lattice in LinkedIn Campaign Manager.

Need to create a segment of accounts/contacts first for the campaign. If accounts, LinkedIn will automatically find all contacts that work for those accounts.

A screen will appear to Launch to the Ad Account. Select if the campaign is to be created from a list of Accounts or Contacts. If Accounts are selected, LinkedIn will automatically find all contacts that are currently associated with those accounts. If Contacts is selected, only those specific contacts will be included in the campaign. This option is only recommended when Contact or lead data in D&B Lattice is comprehensive and has been loaded or enriched recently.

Next, name the LinkedIn audience and select a Launch cadence (Once, Weekly, or Monthly). Click “Save and Launch Now” to begin the launch.

Once a campaign launch has kicked off, the details of the audience will appear in the Campaign Dashboard and the status will change to “Launching”.

Additional details of all campaign launches of a specific campaign can be found in the Launch History, which displays a table of all launches that have been completed or are in progress and surfaces the number of Accounts, Contacts, and Duplicates of each launch.

To view the status of the Campaign in LinkedIn Campaign Manager, log in with your LinkedIn credentials and select your account.

Navigate to Matched Audiences from the Account Assets dropdown.

The Audience will populate in the table with the same name that was specified in D&B Lattice. Depending on the size of the Campaign it can may take up to 48 hours for an audience to fully populate in LinkedIn. However, if an audience is added into a LinkedIn Campaign while it is still being populated, the campaign will begin serving ads automatically once the process is completed. The user does not have to continually check back into LinkedIn and activate the campaign manually.

Select the “Create Campaign” button in LinkedIn Campaign Manager.

Select the objective of the audience and scroll down to the Target Audience section of the campaign set up.

Add any firmographic segmentation criteria such as Job Function, Seniority, and Title.

Next, click on the “Matched audiences” field, select “Upload a List” and select the audience that was launched from D&B Lattice.

Finally, choose the ad format, budget, schedule, and review & launch the campaign.

 

Buyer Insights Lightning Compliance (General Availability)

We are pleased to announce that Buyer Insights is now fully-compliant with the Salesforce Lightning interface. Here are a few of the steps that were implemented to ensure compliance.

• Buyer Insights was tested in the Lightning Experience and achieved a 100% verification of end-user use cases working as designed
•  All Lightning Components have been updated to version 40 or above
• AppExchange listing has been updated with the app running in Lightning Experience
• Supported Features in the AppExchange now lists Lightning Experience

 

Improvements to Campaign Management (Open Beta)

An advanced filter panel and new views are now available to quickly locate a specific Segment, Model, or Campaign.

In the Segment, Model, and Campaign tiles, an advanced filter icon has been added to the left of the Sort By drop-down. Clicking this will expand the advanced filter panel and allow you to filter your segments by Creator, Editor, Creation Date, or Number of Accounts and Contacts.

A radio button has also been added to the right-hand side next to the Create button. This allows you to toggle between Grid, List (new), and Table (new) views, giving you the option to see the filtered Segments, Models, or Campaigns with the amount of detail that you need.

In the example below, we’ve added advanced filters to show only Segments that were created between January 1^st and have at least 1,008 Contacts. This results in the List view showing two out of the possible 32 Segments.

In the example below, we have a Table view of all Models that have been created. Clicking on the Advanced Filter icon expands the panel to show that we can segment the models by Creator, Creation Date, Model Type, and Model Status.

Adding Advanced Filters to include Models that were created on specific rules (not custom events uploaded form a training file) and have an active status shows six out of the 17 models that meet this criteria.

Note: Advanced Filters will persist for the duration of a user’s session in-product. They will not subsist after a user logs out at any time.

 

Native Consumption of Visitor Intelligence Data (Closed Beta)

D&B Lattice will support ingestion of web activity data from D&B Visitor Intelligence. D&B Lattice will match the deanonymized visitor’s data to the D&B Data Cloud and will surface all matched attributes in the Firmographics tile.

 Here is the criteria for a client to enter this closed beta:

• Client must be using either Visitor Intelligence Essential or On-Site and D&B Lattice
• Can be a new or existing client
• Maximum of 5M accounts and 5M contacts in D&B Lattice

  D&B Lattice will have the ability to generate insights of the deanonymized web visitors at each page or on a group of pages. Clients will be able to specify up to 10 pages (or groups) as Website Paths to generate insights.

D&B Lattice will also have the ability to generate insights on the source of the deanonymized traffic. Up to 10 Visit Sources can be set up and returned back to clients (e.g. Google Organic, Google Paid, Facebook Organic, URL Referral, etc.).

Once the connection has been established, D&B Lattice will generate pre-defined account attributes in the “My Website Visits” data card. These attributes can be used for segmentation and data exports.

Insights from the Visitor Intelligence deanonymization data will be grouped by the pages defined by the user. For example, if the user has defined 10 pages, the “My Website Visits” card will contain 10 sub-cards (one for each page), with sub-card containing an attribute that represents the number of visits to that specific URL. D&B Lattice will automatically populate values and records for the number of visits from the last 2, 4, 8, and 12 weeks.

 

Outreach Connector (Closed Beta)

D&B Lattice now has a native connector to Outreach, allowing you to create sequences that are automatically updated from your target account list in D&B Lattice.

To set up the Outreach connector, accounts must be first assigned ownership to individual SDRs in Outreach (and CRM if applicable). Then, a data feed must be created that contains the SDR owner, the Outreach Account, and the Account in D&B Lattice.

 

Sales Operations can setup a data import feed from CRM or Outreach to Lattice. This data feed can contain several fields, but will require the following fields.

CRM Account ID	Outreach Account ID	SDR Owner
CRM_123	Outreach_123	jane@acme.com

The CRM account ID is the unique ID that identifies the account in the CRM system and can be used to map the account to Outreach using the Outreach Account ID and SDR owner. If there are multiple ownerships, additional columns with corresponding owners can be added.

Next, configure the Account Template to add the following fields. Note, these fields must be setup as Other IDs.

In addition to setting these as Other ID, the following fields must be added as Custom Fields.

To launch an Outreach campaign from D&B Lattice, first navigate to the Campaign Dashboard tab. This page will display the channels that are available to launch the campaign. Click the Launch button for Outreach.

 

Next, configure the prospects sent to Outreach from the Launch Settings. Some things to consider:

•  Contacts to Launch field will define how many contacts/prospects from the D&B Lattice campaign will be sent to Outreach. Enter the number as needed.
• Check ON the Must have account ID, to include only those accounts that have account ID in D&B Lattice to be sent to Outreach. This ensure that Lattice is only sending prospects from accounts that are already in Outreach. In these case, Lattice will send the Outreach Account ID to connect the prospect to the correct Account.   
• Outreach Sequence can be used to send the contacts/prospects to an existing  or new sequence (in Outreach). Existing sequences is suitable in cases where the sequence has already been created in Outreach, but is just missing the target list of prospects.
• Similar to other channels, launches to Outreach can be setup to update Prospects one-time or continuous / always-on. With the always-on, we currently support options to update the prospects "Weekly" and "Monthly". 

Once the campaign is launched, you will see the following changes in Outreach:

• D&B Lattice will create a new sequence if requested during the launch process
• D&B Lattice will add prospects to the sequence. D&B Lattice will automatically create new prospects if they don't already exist in Outreach.
• Each prospect is assigned an SDR owner (configured when setting up the connection) and Account. D&B Lattice gets this information from the account that the prospect belongs to. Users can map the SDR owner and Outreach Account ID through the outreach connection configuration

Please note the following limitations:

• D&B Lattice does not support sending Contacts from that do not have an Email Address. There are some cases where a phone number is enough to create a prospect in Outreach. 
• Some users have expressed interest in having multiple SDR owners for the same account. E.g An account can be a customer and a prospect at the same time. In this case, you will need multiple connections to the same Outreach instance in D&B Lattice - each with a different SDR owner configuration. D&B Lattice currently supports only one connection per Outreach instance. 
• Outreach will not support prospects that aren't attached to an account in D&B Lattice. Prospects must be associated with an Account with a valid Outreach Account ID.

 

Connector Usability Improvements for Always-On Campaigns (Closed Beta)

D&B Lattice will support incremental additions and removals of accounts and contacts for always-on campaigns launched through the Amazon S3, Marketo, and LinkedIn connectors.

Note: Campaigns launched through the Salesforce and Eloqua Connectors will support incremental additions (not removals) of accounts and contacts for always-on campaigns.

 

Importing Opportunity Data From CRM (Closed Beta)

D&B Lattice will support the configuration of importing opportunity data from Salesforce and other CRMs.

Here is the criteria for a client to enter this closed beta:

• Can be a new or existing client
• Maximum of 5M accounts and 5M contacts in-product