Account Engagement API Use Cases
Use the API to extend Account Engagement to fit your business needs. To help you get started, here are a few common use cases here.
Required Editions
| Available in: Account Engagement Growth, Plus, Advanced, and Premium Editions |
Data Augmentation
Automate data clean up tasks, such as normalizing picklist values, capitalizing names, and formatting phone numbers. You can also add data from your vendors by updating prospects via the API.
Your manager asks you to fix all prospect name fields that are in all uppercase or lowercase. You’re also asked to update prospect scores regularly, based on an internal scoring tool. You write some code that checks each prospect name and updates the capitalization. You set it up to run each time a prospect is added, keeping the database neat. You then set up an integration between your internal scoring tool and Account Engagement that updates the prospect score field every day.
Related objects:
- Prospect: get prospect data, update prospect field values
Advanced Reporting
Automate exporting visitor data to your own external analytics tools for richer insights.
The marketing team wants a detailed analysis of web analytics to help plan their budget for targeted web ads. You automate a bulk export of visitor data, and then import it into your company’s analytics tool at regular intervals.
Related objects:
- Visitor Activity (via the Export API)
- Prospect: get prospect data
- Prospect Account: get prospect account data
Enhanced Segmentation
Target the right groups of prospects so that you can optimize your messaging and personalization. If another system contains most of your data, you can segment prospects in that system instead of Account Engagement. In this case, use the API to get the prospect data that you need. Do your segmentation analysis, and update the prospects. Then, import the updated prospects into Account Engagement and add them to lists for engagement programs and other marketing efforts.
A marketing manager at your company wants to create a list for a new marketing initiative, but the information for the segmentation criteria is hosted somewhere else. The manager gives you a list from an external database, and the list includes prospect IDs. You use the Create operation with the List object and create a segmentation list in Account Engagement.
Related objects:
- Prospect: get prospect IDs
- List: Read or Create the List for the segment
- List Membership: Add or remove prospects from the list
