Integrate Wingify with ZoomInfo

This article covers the following:

• Overview
• Before You Begin
• Create a ZoomInfo Connection in Wingify
  • Import Attributes from ZoomInfo
  • Use ZoomInfo Attributes for Visitor Targeting
  • Enrich Visitor Data with ZoomInfo
    • Register ZoomInfo Attributes in Wingify Data360
    • Use ZoomInfo Attributes for Visitor Segmentation
    • Leverage ZoomInfo Attributes in Visitor Dimensions

The IDs already exist in the article, so this TOC will work without changing any section headings.

Overview

ZoomInfo is a B2B data services company that specializes in providing business information, contact databases, and lead generation solutions for sales and marketing. The platform integrates with various tools, offers global data coverage, and aims to keep its database accurate and up-to-date.

The Wingify–ZoomInfo integration allows you to use ZoomInfo firmographic attributes for visitor targeting and campaign analysis. You can target visitors using ZoomInfo attributes while creating campaigns. You can also enrich visitor profiles with ZoomInfo data and use those attributes for visitor segmentation and visitor dimensions in Data360 reports.

Before You Begin

• You have an active ZoomInfo WebSights account.
• Website Personalization is enabled for your website in ZoomInfo.
• The Wingify SmartCode is installed on your website.

Create a ZoomInfo Connection in Wingify

Wingify supports the following ZoomInfo connection types:

• Import Attributes from ZoomInfo: Allows you to target visitors in Wingify using ZoomInfo attributes.
• Enrich visitor data with ZoomInfo: Allows you to enhance visitor profiles with firmographic data from ZoomInfo.

To create a ZoomInfo connection in your Wingify account:

1. Log in to your Wingify account.
2. From the left panel, navigate to Configurations > Integrations.
3. Click the ZoomInfo integration tile and click Create Connection.
4. Select the type of connection you want to configure.
5. Enter the required configuration details.
6. Click Create Connection.

All configured connections appear under the Config > Active Connections section on the ZoomInfo integration page.

Import Attributes from ZoomInfo

Feature Availability: This feature is available starting with the Wingify Pro plan.

Use this connection type to import ZoomInfo attributes into Wingify and use them for visitor targeting.

To configure the connection:

1. Click Create Connection and select Import Attributes from ZoomInfo.
2. Enter a name in the Connection Name field.
3. Click Create Connection.

Once the connection is created, Wingify fetches the available attributes from your ZoomInfo account. You can then use these attributes while creating custom segments for visitor targeting.

Use ZoomInfo Attributes for Visitor Targeting

Once the attributes are available, you can use them for visitor targeting while creating campaigns.

To set it up:

1. Log in to your Wingify account.
2. Go to Web Experimentation and select your campaign.
3. On the Configuration page, go to Targeting.
4. Under Segments, select Custom Segment and create a segment using the ZoomInfo Attribute to fetch the system-provided attributes from your ZoomInfo account.

For example, you can create a custom segment targeting visitors from a specific industry by using the relevant ZoomInfo attribute.

1. To add multiple conditions, click Add another condition. You can also define the logical relationship between conditions using the And/Or operators and use brackets to organize the segment condition.
2. Once done, click Save Segment.
3. In the popup that appears, enter the name of the segment, optionally add a description, and click Save.
4. Click Apply to apply the segment to the campaign.

You may notice a slight delay in Wingify changes appearing on the page, as it can take a few moments for the ZoomInfo API to load the necessary information.

Enrich Visitor Data with ZoomInfo

Use this connection type to enhance visitor profiles with firmographic data from ZoomInfo.

Note: Data360 must be enabled in your account. You must also have Admin or equivalent permissions in Wingify.

To configure the connection:

1. Click Create Connection and select Enrich visitor data with ZoomInfo.
2. In the Create Connection form, enter a name in the Connection Name field.
3. Click Create Connection.
4. After the connection is created, click Edit on the active connection.
5. In the Edit Connection form, click Select Attributes from ZoomInfo. A Select Attribute modal lists all the available attributes from your ZoomInfo account.
6. Select the attributes you want to use in Wingify reports (for example, Company Name, Industry, Employee Range, Revenue Range, or Company Location).
7. Click Add.
8. Click Update Connection to save the changes.

The attributes you select here specify the data points Wingify should retrieve from ZoomInfo when a visitor is identified on your site.

Register ZoomInfo Attributes in Wingify Data360

After you enable and select attributes in the configuration, Wingify starts collecting the corresponding user data once traffic begins. These attributes initially appear in Wingify Data360 as UNREGISTERED ATTRIBUTES. You need to register them to make them permanent, assign user-friendly names, and ensure Wingify stores the data consistently for reporting.

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 zoominfo (for example, zoominfo.company_name, zoominfo.industry).
4. Click an unregistered ZoomInfo attribute that you want to use.
5. Click the Sample Values tab to verify the kind of data being received.
6. Click Register Attribute in the top-right corner. A Create Attribute form appears.
7. In the Create Attribute form:
• Review the Attribute Name and modify it if required to make it user-friendly (for example, ZoomInfo Company Industry).
• Keep the API Name unchanged unless you have a specific reason to modify it.
• Verify the Data Type (usually Text).
• Add a description if desired.
• Configure data anonymization rules if needed.
8. Click Create.

The attribute now appears under MY ATTRIBUTES (or another relevant category if customized) and becomes available for reporting.

Repeat the process for each ZoomInfo attribute that you want to use in reports.

Note: To use attributes as segments or dimensions in Wingify reports, they must first be registered in Data360. Unregistered attributes may receive data temporarily but cannot be used for reliable analysis.

Use ZoomInfo Attributes for Visitor Segmentation

Once you have configured and registered your ZoomInfo attributes in Data360, you can use them to segment visitors in Wingify Testing campaign reports.

To do this:

1. Navigate to the Reports tab of a running or completed Wingify Testing campaign.
2. Click the All Visitors dropdown menu.
3. Select Custom Segment.
4. In the segment builder, search for your registered ZoomInfo attribute (for example, ZoomInfo Industry).
5. Select the desired attribute.
6. Choose an operator and enter the value you want to segment by (for example, Industry equals Software).
7. Click Filter.

After you apply the filter, the report displays data only for visitors who matched the specified ZoomInfo attribute condition during their session.

To remove the segment, select Clear Segment and click Filter again.

Leverage ZoomInfo Attributes in Visitor Dimensions

You can also use ZoomInfo attributes as Visitor Dimensions to analyze campaign performance across different business audiences.

To do this:

1. Navigate to the Reports tab of a Wingify Testing campaign.
2. Set the Visitor Segment to All Visitors.
3. Select the Visitor Dimensions dropdown menu and search for your registered ZoomInfo attributes.
4. Select the attributes you want to use as dimensions (for example, ZoomInfo Industry or ZoomInfo Employee Range).
5. Click Apply.

The report updates to display key metrics grouped by the selected ZoomInfo attribute values.

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

Need more help?

For further assistance or more information, contact Wingify Support.