Set Up Engagement Point Weighting

You can assign weighted Engagement Points based on account or people data, such as industry or role.

For each field value, you assign a weighting percentage as the multiplier for the original Engagement Points.

For example, assigning a weighting percentage of 200% for anyone in a CXO role results in their activities receiving twice the amount of Engagement Points. Assigning a percentage of 50% for Individual Contributors results in half the amount of Engagement Points.

When an account or person qualifies for several criteria, the weighting is multiplied. For example, if CMO=300% and Tier 1 Account=200%, then a CMO from a Tier 1 Account earns x600% the Engagement Points.

Tip: A 0% weighting removes activities from the Analytics page but keeps them in the Database page. This helps filter out people or account engagement you don’t want to track, such as students, interns, or disqualified accounts.

Prerequisites

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

• Read Understanding Department and Role Mapping.

Steps

1. From the left navigation bar, go to Settings > Analytics > Engagement Points.
2. From the Choose Category drop-down list, select Weighting.
3. 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.
4. 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.
5. 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.
6. Click Save.