Demandbase allows administrators to assign Weighting or Leveling to minutes assigned based on the person title or other fields of interest. For example, Engagement Minutes from a CEO might be considered more significant, so you may want to assign a Weighting multiplier to reflect the additional value. You can also pull in your own personas or other account or people fields and add your own custom filters.
Accessing the Engagement Minutes Tab
Administrators can go to the Engagement Minutes tab located by:
Step 1. From the left navigation bar, go to Analytics > Engagement Minutes.
Step 2. Selecting Weighting at the bottom of the drop-down menu located at the top of the page.
Adjusting the Percentage
For each field value, you'll set a percentage weight of the original engagement minutes. For example, if you set anyone that has a role value equal to CXO to be 200%, they receive twice the amount of Engagement Minutes per activity. Setting it to 50% for a particular field results in half the amount of engagement.
Adding Specific Fields to Weight By
We default to weighting by the Role field we create out-of-the-box, which is based off of a person's title. If want to add your own fields to assign a weighting by, click the Plus icon on the bottom of the page.
These fields can be from a person or account. After selecting the field, choose the value you want to explicitly adjust and the weighting it should have.
I don't want ____ to count towards engagement
Setting a percentage weighting to 0% means that no engagement minutes are assigned, which means that the engagement itself does not show up in the Analytics section of Demandbase (since it's not contributing to anything). However, Activities with 0 engagement minutes will appear in the Database section of the app.
This can be helpful if you want to filter out types of people or accounts you know you do not care about (for example: Students, Interns, Sales disqualified, etc).