Engagement Point weighting lets you adjust Engagement Points based on account or people attributes, such as industry, account tier, or job role. Use weighting to prioritize engagement from high-value accounts and decision-makers or reduce the impact of less relevant engagement.
For example, you can assign higher weighting to C-Level contacts or Tier 1 accounts and lower weighting to students, interns, or competitors.
Tip: Set weighting to 0% to exclude activities from engagement scoring in Analytics while retaining the activity records in Database. This is useful for excluding engagement from competitors, disqualified accounts, or other groups you don't want included in scoring.
How Engagement Point Weighting Works
Engagement Point weighting applies a percentage multiplier to the original Engagement Points assigned to an activity.
For example:
- 200%: Doubles the original Engagement Points.
- 100%: Keeps the original Engagement Points unchanged.
- 50%: Reduces the original Engagement Points by half.
- 0%: Excludes the activity from engagement scoring in Analytics.
If an account or person matches multiple weighting criteria, Demandbase multiplies the applicable percentages together.
For example, if a C-Level contact from a Tier 1 account performs an activity, both weighting criteria apply.
Criteria |
Weighting |
|---|---|
| C-Level | 200% |
| Tier 1 Account | 200% |
| Combined Weighting | 400% |
The combined weighting is 400% (2 × 2 = 4), so the activity receives four times its original Engagement Points.
Recommended Engagement Point Weighting by Role
The following table provides suggested starting values for weighting Engagement Points based on job role.
Adjust these percentages based on your organization's engagement scoring strategy and the relative importance of each role.
Role |
Recommended Weighting |
|---|---|
| C-Level | 200% |
| VP | 150% |
| Director | 125% |
| Manager | 100% |
| Other | 50% |
Prerequisites to Configure Engagement Point Weighting
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Configure Engagement Point Weighting
- From the left navigation bar, go to
Settings > Analytics > Engagement Points.
From the Choose Category drop-down, select Weighting.
In the Field column, add the account or people field 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 window.-
In the Operator column, select one of the following options:
Operator Description Any Value Applies weighting regardless of the field value. Is Applies weighting when the field matches a specified value. Is not Applies weighting when the field does not match a specified value. Contains Applies weighting when the field contains a specified value. Does not contain Applies weighting when the field does not contain a specified value. In the Values column, specify the field values used to determine when weighting applies. This option is unavailable when you select Any Value.
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Click Save.