Understanding Selectors

  • Updated

Selectors allow you to define criteria that determine which accounts, people, opportunities, or activities qualify for specific marketing initiatives. You can use selectors throughout Demandbase, including lists, filters, reports, segments, Audiences, automations, and customizable journeys.

Selectors support criteria from multiple object types, allowing you to combine related data. See Understanding Fields. 

For example, you can create a selector to identify accounts that have open opportunities and people with C-level titles who engaged with your company in the last 30 days. This selector combines criteria from account, opportunity, and people objects.

Questions to Ask When Building a Selector

Before building a selector, consider the following questions to help define your criteria.

Question

Description

Examples
What is the desired outcome? Identify the records you want the selector to return.
  • Accounts with at least three people who meet specific criteria.
  • Accounts with open pipeline from new business opportunities.
  • People with at least three website visits.
  • Accounts with at least 20 Engagement Points.
What criteria do you want to use? Identify the fields and conditions that records must meet.
  • Accounts in a specific industry or revenue range.
  • People with specific job titles.
  • Opportunities in a specific stage.
Are there related objects to consider? Determine whether you need to include criteria from other object types.
  • Accounts with people who meet specific criteria.
  • Accounts with opportunities in specific stages.
  • People associated with accounts in specific industries.
  • Opportunities associated with people who meet specific criteria.
How many related records must qualify? Determine the number of related records that must meet your criteria.
  • Accounts with at least three people who meet specific criteria.
  • Accounts where all opportunities meet specific criteria.
  • People with at least three website visits.
  • Accounts with at most 20 Engagement Points.

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