Use Tables in Engagement

Context

The Engagement tables in Analytics show detailed engagement metrics for the following objects. You can adjust and sort columns, export data, take action, and see graphs directly from the tables. 

• Accounts
• People
• Activities
• Custom

The tables show data from your CRM, marketing automation system (MAS), CSV imports, and Demandbase.  

Prerequisites/Preparation 

To see engagement data in the tables, activities must have a score assigned in Engagement Minute settings. See Set Up Engagement Minutes for Activities for more information. 

Steps: Apply Engagement Filters

1. From the left navigation bar, go to  Analytics > Engagement. 
2. Select an account or account list. 
3. Select a date range.
4. Use saved filters or quick filters for exact match criteria.
   Tip: You can also use the heatmap to filter the data in the tables. See Filter Tables with Heatmaps. 
   

Steps: Use the Engagement Tables

1. On the Engagement page, scroll down to the table and click the Accounts, People, Activities, or Custom tab. 
2. To sort the table by the information in a specific column, click the column header. 
3. To search the table, click the search icon  and enter a search term. Searches return full and partial text matches.
   Important: Search is not available for the Custom table.
4. To export the table to a CSV file, click Export. 
   
   
5. To change the columns in the table, do the following:
   
   1. Click Edit Columns at the bottom of the table.
   2. To add a column, use the Select drop-down list and select columns to display.
   3. To remove a column, click the minus icon.
   4. To “freeze” a column, click the lock icon. This forces the table to display the column on the left side regardless of scrolling actions.
   5. To restore default columns, click Default. This removes all non-default fields from the table.
   6. To rearrange the order of columns, click on a column and drag it to the new location.
   7. Click Apply.
      

Steps: Use Take Action in the Accounts and People Tables 

When you find accounts or people you want to follow up with, you can directly take action from a table. See Taking Action with Accounts and People.

Important: Take Action is only available for the Accounts and People tables. 

1. Click the Accounts or People tab at the top of the table.
2. Select the checkboxes next to the accounts or people you want to take action on. Click Take Action and complete the action.
   
   

Steps: Delete Demandbase Activities

You can permanently delete Demandbase activities from our database using the delete activity functionality. 

Important:

• The delete activity functionality is only available for the Activities table. 
• Only the following Demandbase sourced activities can be deleted: 
  • Added to List
  • Change in Journey Stage
  • Demandbase Geo Keyword Intent
  • Demandbase Keyword Intent
  • Member of Automation
  • Page Visits (Anonymous)
  • Removed from List
  • Trending Intent
• If you delete activities from your CRM and MAS, they will be readded after the nightly sync process. To delete these activities permanently, you must delete them from your CRM and MAS.

Tip: Add the Source column to identify Demandbase sourced activities. Demandbase activities are listed as Demandbase. 

1. Click the Activities tab at the top of the table. 
2. Select the checkboxes next to the activities you want to delete. 
3. Click Delete. 
   
   
4. Select the checkbox and click Delete to confirm the deletion. 
   
   

Steps: Use the Table Visualizer

The table visualizer provides a graphical representation of the data in the table. It shows an easy to read graph of the top and bottom accounts or people for different metric types. 

Important: The table visualizer is only available for the Accounts and People tables.  

1. Click the Accounts or People tab at the top of the table.
2. Click Visualize.
   
   
3. To see the top and bottom performing accounts or people, click Top 5 and select one of the ranking options. 
4. To change the metric type, click Engagement and select one of the available options. The options available differ for each table and chart type selected.
5. To change the graph format, click Line Chart and select Line Chart or Bar Chart. 
6. To change the time period, click Auto, Daily, Weekly, or Monthly.  
7. To return to the table, click Close. 
   

Steps: Filter Accounts by Source

You can filter the table to only see existing accounts from your CRM, MAS, and CSV imports, net new accounts surface by Demandbase, or both. 

Important: The Accounts from All Sources filter is only available for the Accounts table.  

1. Click the Accounts tab at the top of the table. 
2. Click the Accounts from All Sources drop-down list.
   
   
3. Select the account type you want to see.
   • Accounts from All Sources: Accounts surfaced by Demandbase and all CRM, MAS, and CSV imports.
   • CRM, MAS, or CSV Sourced Accounts: Accounts from your CRM, MAS, and CSV imports.
   • Demandbase Discovered Accounts: Accounts surfaced by Demandbase. These accounts are not in your CRM, MAS, or CSV. See Net New Accounts for more information.