Uberflip Integration Guide

What is the Uberflip Integration

This integration allows you to connect the platforms so that you can identify the account-level or firmographic profile of your site visitors in real-time. Powered by the AdRoll Site Traffic Revealer, mutual customers can use AdRoll account data to create personalized Uberflip Streams.

The Uberflip Integration provides you with the following features and benefits:

• Dynamically filter an Uberflip Stream to only show content that matches account attributes on the current site visitor.
• Automatically populate the visitor’s organization logo on the Uberflip Stream that uses the Banner and Logo template.
• Automatically insert values from the visitor’s data into variables placed in Hub text. For example titles, descriptions, body text, CTAs, etc.

Who can access

The Uberflip integration requires:

• Having a contract with Uberflip.
• Having a subscription package that includes the Site Traffic Revealer. 

To find your current package, log in to AdRoll ABM and navigate to Settings > Billing > Plans & Usage.

How to connect

Before you start:

• Install the Pixel on your website.

Step 1: Enable the Site Traffic Revealer in the AdRoll ABM platform

• Log in to AdRoll ABM and navigate to 'Integrations' and click the 'Site Traffic Revealer' tile

• Enable the Site Traffic Revealer by clicking 'Enable'

• On the next screen, under 'Send Data to Google Analytics?' select one of the following options:

• Click 'Save'

Step 2: Enable the Integration in Uberflip

• Log in to Uberflip:
• Go to the 'Hubs' menu to select the Hub where you want to enable the setting.
• Click on 'Hub Options' > 'Advanced'
• Under the section 'Content Experience', check the box next to 'Include Item tags for Custom Code'
  
• The change will be saved automatically and will take effect immediately.

Step 3: Configure the Integration Settings in Uberflip

• Follow this Uberflip configuration guide to configure the integration settings. These settings control the app's functionality and how it is applied to your Uberflip Hubs and Streams.
• You can configure settings for this Integration at the:
  • • Account Level
    • Hub Level
    • Stream Level

Data Available

At a high level the AdRoll Site Traffic Revealer facilitates the push of the following data to Uberflip:

Click here to learn more about each of these data attributes available through the Site Traffic Revealer.

Uberflip Resources

• Uberflip Integration Help Center article – Getting started with the Uberflip integration.
• Uberflip Best Practices – Read these recommendations and tips for best results when using this integration.