Set Up Engagement Points

Use the Engagement Points page to assign point values to activities that indicate how accounts and people engage with your company. You can configure activity criteria, operators, and point values to control how Demandbase calculates engagement.

For more information about supported activities, see Understanding Engagement Point Categories and Activity Types.

Demandbase also provides the Engagement Points Agent, which automatically generates an initial configuration based on your company's website domain. See Understanding the Engagement Points Agent.

To configure Engagement Point weighting, see Set Up Engagement Point Weighting.

Important: When you update Engagement Points, Demandbase retroactively recalculates Engagement Points for historical activities using the current configuration.

Understanding How Engagement Points Are Calculated

Engagement Points are additive. When an activity matches multiple configured rules, Demandbase adds the points assigned by each matching rule.

Avoid creating overlapping rules that unintentionally assign additional points to the same activity.

Example of Additive Engagement Points

A known visitor accesses https://www.demandbase.com/features/pricing.

The following rules apply to the activity:

Because the page matches all three rules, Demandbase assigns 8 Engagement Points to the activity.

Understanding Engagement Point Configuration Options

Available Operators

Use operators to define which activities match your Engagement Point rules.

Engagement Point Values

Enter a value in the Points column to define how much an activity contributes to engagement calculations.

• Minimum positive value: 0.0001.
• Zero value: Excludes the activity from engagement calculations while keeping it visible in the Engagement table.

Tip: Assign 0 points to activities you want to track without including them in engagement calculations. See Use Tables in Engagement.

Campaigns and Programs

Demandbase imports available campaigns and programs from connected systems, such as Marketo and Salesforce, after they are created.

Some campaigns and programs become available for Engagement Point assignment only after they record a success.

For example, a newly created Salesforce campaign is not available until at least one campaign member reaches success.

Criteria for Imported Activities

For Imported Activities, Demandbase evaluates entered criteria as a single string.

For example, entering /abx, /ads, /sales evaluates the entire entry as one string rather than three separate values.

To configure multiple criteria for Imported Activities, create a separate Engagement Point row for each criterion.

Important: The option to paste multiple comma-separated criteria does not apply to Imported Activities.

Prerequisites to Configure Engagement Points

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access. 
• Read:
  • What is an Engagement Point?
  • Configuration Recommendations for Engagement Points

Assign Engagement Points to Activities

1. From the left navigation bar, go to Settings > Analytics > Engagement Points. 
2. From the Choose Category drop-down, select a category.
3. In the Activity Type column, select an activity type.

4. In the Operator column, select an operator.

5. If you select an operator other than Any Value, enter or select values in the Criteria column.
   Tips:

   • As you type, Demandbase displays matching values.
   • To create a new criterion, enter the value and select Create [criteria].
   • To paste multiple criteria, select Switch to text view and separate values with commas.
     Important: For Imported Activities, Demandbase treats comma-separated values as a single string. Create a separate row for each criterion. See Imported Activities.

6. In the Points column, enter the point value.

7. Click Save.

Outcome: Demandbase applies the configured point values to matching activities and retroactively recalculates historical Engagement Points.

Add or Remove Activities from Engagement Point Configuration

You can add activities to your Engagement Point configuration or remove activities you no longer want to include.

1. From the left navigation bar, go to Settings > Analytics > Engagement Points. 
2. From the Choose Category drop-down, select a category.
3. Do one of the following:
   • Add an activity: At the bottom of the page, select an activity from the Add Trigger drop-down 
   • Remove an activity: Find the activity, click the X icon on the right, and click Delete.