Set Up Engagement Points for Activities

From the Engagement Points page, you can assign Engagement Points to the activities you want to track. See Understanding Engagement Point Categories and Activity Types.

Tip: You can also set up weighting from the Engagement Points page. See Set Up Engagement Point Weighting. 

Identifying the Types, Groups, Channels, etc.

In general, we import the available campaigns and programs from Marketo, Salesforce, etc. when you create them. For certain campaigns and programs, we only import them once they have had a success. For example, when you create a new Salesforce campaign, you can't assign Engagement Points to the campaign until you have a member reach a success in the campaign.

Using the Operators

• Any Value or All: Anything within that program/channel/type is assigned those Engagement Points.
• Contains / Does Not Contain: Include multiple pieces of criteria.
• Is/Is Not: Specify exactly one piece of criteria to include or exclude.

Engagement Point Values

Enter a value in the Points field to track the interaction your target accounts have with your company. The minimum value you can use is 0.0001.

Tip: Set the point to zero to exclude the activity from all engagement calculations but still see the activity in the Engagement table. See Use Tables in Engagement.

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

• Read the following articles:
  • What is an Engagement Point?
  • Engagement Point Best Practices
  • Recommendations for Configuring Engagement Points

Assign Engagement Points

1. From the left navigation bar, go to Settings > Analytics > Engagement Points. 
2. From the Choose Category drop-down list, select which category of Engagement Points you want to edit.
   For example, select Intent Activities to set up Engagement Points for the following intent activities:
   • Demandbase Intent Activities: Used for Demandbase keyword intent, geo keyword intent, and trending intent.
   •  3rd Party Intent: Used for Demandbase intent integrations such as Bombora, G2, and TrustRadius.
3. In the Points column, enter a number.
4. Click Save.

Add or Remove Engagement Items

1. From the left navigation bar, go to  Settings > Analytics > Engagement Points. 
2. From the Choose Category drop-down list, select which category of Engagement Points you want to edit.
3. Do one of the following:
   • To add an item you want to assign Engagement Points to, select it from the Add Trigger drop-down list.
   • To remove an item, click the x to the right of the item and click Delete in the confirmation window that opens.