June 2024 Product Update

  • Updated

New Features:

Demandbase Export API

The Export API allows bulk, asynchronous, programmatic export of data rows from Demandbase. Customers can export data on accounts, people, opportunities and activities. With Export API, the following use cases are now available:

  • Support for disconnected customers to export data from their Demandbase tenants to the data store of their choice in a scalable fashion.
  • Custom Data Analysis/Visualization: Allows customers/partners to export data at scale to run bespoke data analysis or build visualizations and reports.
  • Abstracting Multiple CRMs/data sources: Data Export API allows the data to be exported to an intermediary data warehouse/platform.

For more information, see Understanding the Demandbase Export API and Import API.

Demandbase Import API

The Import API allows bulk, asynchronous, programmatic import of new data rows into Demandbase or updates to the fields and values for a given row. Customers can import data on accounts, people, and opportunities. With Import API, the following use cases are now available:

  • Support for disconnected customers to import data into their Demandbase tenant. This enables people-based advertising for those customers whose Demandbase tenant is not integrated with CRM or MAP.
  • Supplementary Data: For customers who have a connected CRM/MAS, but want to connect another data source/service to their Demandbase tenant database, Import API enables the import of data at scale.
  • Abstracting Multiple CRMs/data sources: Some enterprise customers use an intermediary data warehouse where they can combine data from different sources for import to Demandbase. Additionally, they may want to connect additional data sources to their Demandbase tenant database.

For more information, see Understanding the Demandbase Export API and Import API.

Product Changes:

Qualification Score Setup Screen Update

The Qualification Score Setup screen has been updated to be in parity with the Pipeline Predict Setup screen as follows:

  • Green refresh button has been removed and a refresh button added to the score checklist section
  • Removal of score status page - qualified accounts have been moved to the score checklist section
  • Best practices have been added to the page

There is now consistency in workflow for both the predictive score setup pages.

Family Tree Revamp for Account and People Tabs

The People widget in the Account overview tab will now show the total number of employees across the family tree rather than just the specific account of interest. 

The contact list in the People tab will show all members in the family tree by default and will be sorted by primary company > job level > contact quality. This will make contacts more easily discoverable within individual account records.

Filters on Campaign Details Page

Campaign filters have been updated so that customers can now select filters at the campaign level from the Campaigns Details page. Previously, they could only be selected at the Campaigns dashboard. This product enhancement streamlines the process for reviewing the details and performance of advertising campaigns.

Bulk Editing of Landing Pages

All landing page UTMs in an Ad Group can now be edited simultaneously, rather than individually. Rather than manually editing each creative’s landing page UTM, customers can now save time and reduce tedious workflows by editing all of an Ad Group’s landing page UTMs at once. 

Important: Bulk editing of landing pages is only available for the landing pages in the Ad Group controlled by Demandbase.

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