Selectors allow you to specify who or what qualifies for various marketing initiatives. You can use selectors throughout the Demandbase platform in areas such as lists, filters, reports, segments, audiences, automations, and customizable journeys.
Demandbase supports account, people, opportunity, and activity objects. See Understanding Fields.
For example, if you want to make a list of accounts with open opportunities, with people with a C-level title that engaged with you in the last 30 days, you can use fields from the account, opportunity, and people object. What makes Demandbase selectors so powerful is the ability to pull data from multiple object types.
Understanding Relationships
Accounts, people, opportunities, and activities are interconnected, forming relationships between these objects.
For example, the following shows accounts in the Accounting industry with open opportunities in Negotiation/Review stage with VPs who visited the pricing page in the past week.
Questions to Ask When Building a Selector
Ask the following questions when building a selector:
- What is the desired outcome?
- Accounts with at least 3 people that…
- Accounts with total open pipeline of new business opps.. .
- People with at least 3 web visits…
- Accounts with at least 20 engagement minutes...
- What criteria do you want to use?
- Accounts with Revenue...
- Accounts with Industry...
- People with Title...
- Opportunities in Stage...
- Are there objects related to the outcome?
- Accounts with people that...
- Accounts with opportunities that..
- People at accounts that…
- Opportunities with people that...
- If there are related objects, how many should be considered?
- Accounts with at least 3 people that...
- Accounts with all opps,..
- People with at least 3 web visits…
- Accounts with at most 20 engagement minutes...