Build Customized Lists with Advanced Selectors

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Advanced Selectors allow you to build highly customized lists using detailed criteria across object types—accounts, people, opportunities, and activities. They support complex logic, giving you the flexibility to combine multiple conditions and relationships for precise targeting and segmentation.

You can access the Selector tab from different areas in Demandbase.

Steps

  1. In the Advanced sub-tab, search for specific selectors in the Search box.
  2. Drag and drop fields from the right or click the plus sign.
    Tip: When dragging a field, make sure you drop the field inside the gray box. 
    Selectors2.png
  3. Refine the selector by choosing logic, operators, and additional criteria. See Operators in Selectors and Operators in Relationships.
  4. Click the refresh icon in the top right to see how many records qualify for the criteria.
  5. Click Save. 
    Selector_Example.png

 

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