You can assign weighted Engagement Points based on account or people data, such as industry, account tier, or role.
Tip: A weighting of 0% removes activities from the Analytics page while retaining them on the Database page. This is useful for excluding engagement from groups you don't want included in scoring, such as students, interns, competitors, or disqualified accounts.
How Engagement Point Weighting Works
For each field value, assign a weighting percentage that acts as a multiplier for the original Engagement Points.
For example:
- 200% weighting: Doubles the Engagement Points.
- 50% weighting: Reduced the Engagement Points by half.
If an account or person matches multiple weighting criteria, the weightings are multiplied together.
In this example, a C-Level contact from a Tier 1 account receives 400% of the original Engagement Points (4× the base score).
Criteria |
Weighting |
|---|---|
| C-Level | 200% |
| Tier 1 Account | 200% |
| Combined Weighting | 400% |
Engagement Point Weighting Example
The following table is a recommended starting point for weighting Engagement Points based on role:
| Role | Recommended Weight |
|---|---|
| C-Level | 200% |
| VP | 150% |
| Director | 125% |
| Manager | 100% |
| Other | 50% |
Prerequisites
- You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
- Read What is an Engagement Point?
Steps
- From the left navigation bar, go to
Settings > Analytics > Engagement Points.
- From the Choose Category drop-down list, select Weighting.
-
In the Field column, add the field that you want to apply weighting to.
Tip: To remove a field, click the x icon at the end of the row, and click Delete in the confirmation message window. -
In the Operator column, select one of the following options:
- Any Value: Assigns weighting to the field regardless of value.
- Is or Is not: Includes or excludes specific field values from weighting.
- Contains or Does not contain: Includes or excludes multiple field values from weighting.
- In the Values column, add the criteria to determine if weighing is applied to the field. This option is not available if you selected Any Value in the Operator column.
- Click Save.