After setting up buying groups and buying group personas, you can use buying group relationship selectors to create lists, filters, reports, and other assets to use throughout Demandbase One. With these relationship selectors, you can identify and report on the accounts, people, opportunities, and activities associated with buying groups and their members.
Using buying groups in selectors allows you to:
- Consistently target, engage, and track the key personas involved in buying decisions
- Engage personas or specific buying roles based on your go-to-market strategy by product, geography, vertical, or business unit
The selectors available for buying groups are located in the Relationships section of the Advanced Selectors interface. You can also find them by entering buying groups in the Search box.
Important:
- You must set up buying groups and buying group personas before you can use buying group selectors.
- The availability of buying group selectors depends on the type of asset you are creating. For example, selectors related to buying group activities are available when you’re creating an activity filter or activity report.
Account Selectors
-
You can use this selector to show accounts in relation to buying groups.
The following table shows the operators available for this selector.
Operator Description Any Show accounts associated with any buying group. No Show accounts not associated with any buying groups. At least Show accounts associated with at least the specified number of buying groups. At most Show accounts associated with at most the specified number of buying groups. The following table shows the additional criteria you can specify for this selector.
Criteria Description Buying Group > Ideal Buying Group Include or exclude accounts associated with the specified buying groups. Buying Group > Created Date Include or exclude accounts based on the specified buying group creation date. -
You can use this selector to show accounts in relation to buying group members.
The following table shows the operators available for this selector.
Operator Description Any Show accounts with any buying group members. No Show accounts without any buying group members. At least Show accounts with at least the specified number of buying group members. At most Show accounts with at most the specified number of buying group members. The following table shows the additional criteria you can specify for this selector.
Criteria Description Buying Group > Ideal Buying Group Include or exclude accounts the buying group members belong to based on the specified buying groups. Buying Group > Created Date Include or exclude accounts the buying group members belong to based on the specified buying group creation date. Buying Group Member > Buyer Roles Include or exclude accounts the buying group members belong to based on the specified buyer roles. Buying Group Member > Personas Include or exclude accounts the buying group members belong to based on the specified buying group personas. Buying Group Member > Status Include or exclude accounts the buying group members belong to based on the specified buying group member status. Person Include or exclude accounts the buying group members belong to based on the specified people criteria.
People Selectors
-
You can use this selector to show people in relation to buying groups.
The following table shows the operators available for this selector.
Operator Description Any Show people at accounts associated with any buying group. No Show people at accounts not associated with any buying group. At least Show people at accounts associated with at least the specified number of buying groups. At most Show people at accounts associated with at most the specified number of buying groups. The following table shows the additional criteria you can specify for this selector.
Criteria Description Account Include or exclude people at accounts based on the specified account criteria. Buying Group > Ideal Buying Group Include or exclude people associated with the specified buying groups. Buying Group > Created Date Include or exclude people based on the specified buying group creation date. -
You can use this selector to identify people in relation to buying group members.
The following table shows the operators available for this selector.
Operator Description Any Show people that are buying group members at accounts associated with buying groups. No Show people that are not buying group members at accounts associated with buying groups. At least Show people that are buying group members at account with at least the specified number of buying group members. At most Show people that are buying group members at account with at most the specified number of buying group members. The following table shows the additional criteria you can specify for this selector.
Criteria Description Account Include or exclude people based on the specified account criteria. Buying Group > Ideal Buying Group Include or exclude people that are buying group members of the specified buying groups. Buying Group > Created Date Include or exclude people that are buying group members based on the specified buying group creation date. Buying Group Member > Buyer Roles Include or exclude people that are buying group members in the specified buyer roles. Buying Group Member > Personas Include or exclude people that are buying group members in the specified buying group personas. Buying Group Member > Status Include or exclude people that are buying group members with the specified buying group member status.
Opportunity Selectors
-
You can use this selector to show opportunities in relation to accounts associated with buying groups.
The following table shows the operators available for this selector.
Operator Description Any Show opportunities for accounts associated with any buying group. No Show opportunities for accounts not associated with any buying groups. At least Show opportunities for accounts associated with at least the specified number of buying groups. At most Show opportunities for accounts associated with at most the specified number of buying groups. The following table shows the additional criteria you can specify for this selector.
Criteria Description Buying Group > Ideal Buying Group Include or exclude opportunities for accounts associated with the specified buying groups. Buying Group > Created Date Include or exclude opportunities for accounts based on the specified buying group creation date. -
You can use this selector to show opportunities in relation to buying group members with opportunity contact roles.
The following table shows the operators available for this selector.
Operator Description Any Show opportunities that have any buying group members with opportunity contact roles. No Show opportunities that have no buying group members with opportunity contact roles. At least Show opportunities that have at least the specified number of buying group members with opportunity contact roles. At most Show opportunities that have at most the specified number of buying group members with opportunity contact roles. The following table shows the additional criteria you can specify for this selector.
Criteria Description Account Include or exclude opportunities that have buying group members with opportunity contact roles based on the specified account criteria. Buying Group > Ideal Buying Group Include or exclude opportunities that have buying group members in opportunity contact roles based on the specified buying groups. Buying Group > Created Date Include or exclude opportunities that have buying group members in opportunity contact roles based on the specified buying group creation date. Buying Group Member > Buyer Roles Include or exclude opportunities that have buying group members in opportunity contact roles based on the specified buyer roles. Buying Group Member > Personas Include or exclude opportunities that have buying group members in opportunity contact roles based on the specified buying group personas. Buying Group Member > Status Include or exclude opportunities that have buying group members in opportunity contact roles based on the specified buying group member status. Person Include or exclude opportunities that have buying group members with opportunity contact roles based on the specified people criteria.
Activity Selectors
-
You can use this selector to show activities for accounts in relation to buying groups.
The following table shows the operators available for this selector.
Operator Description Any Show activities for accounts associated with any buying group. No Show activities for accounts not associated with any buying groups. At least Show activities for accounts associated with at least the specified number of buying groups. At most Show activities for accounts associated with at most the specified number of buying groups. The following table shows the additional criteria you can specify for this selector.
Criteria Description Account Include or exclude activities for accounts based on the specified account criteria. Buying Group > Ideal Buying Group Include or exclude activities for accounts associated with the specified buying groups. Buying Group > Created Date Include or exclude activities for accounts based on the specified buying group creation date. -
You can use this selector to show activities in relation to buying group members.
The following table shows the operators available for this selector.
Operator Description Any Show activities associated with buying group members. No Show activities not associated with buying group members. At least Show activities associated with at least the specified number of buying group members. At most Show activities associated with at most the specified number of buying group members. The following table shows the additional criteria you can specify for this selector.
Criteria Description Account Include or exclude activities associated with buying group members based on the specified account criteria. Buying Group > Ideal Buying Group Include or exclude activities associated with buying group members based on the specified buying groups. Buying Group > Created Date Include or exclude activities associated with buying group members based on the specified buying group creation date. Buying Group Member > Buyer Roles Include or exclude activities associated with buying group members based on the specified buyer roles. Buying Group Member > Personas Include or exclude activities associated with buying group members based on the specified buying group personas. Buying Group Member > Status Include or exclude activities associated with buying group members based on the specified buying group member status. Person Include or exclude activities associated with buying group members based on the specified people criteria.