Context
You can use Automations to scale your Account Based Marketing initiatives. Automations can automate operational tasks such as:
- Add people to your marketing automation system to nurture when engagement drops.
- Add qualified executives to Outreach or Salesloft when their Engagement Minutes reach a certain threshold.
- Add event attendees to a Salesforce Campaign to give sales visibility into who they need to follow up with.
- Drive tighter sales and marketing alignment by automatically creating and assigning Salesforce tasks.
- Manage account and person data.
Important:
- You must have Admin privileges or be assigned to a permission set for Orchestration. Any user with permission for Orchestration can access and manage all automations.
- You must have the Demandbase Orchestration or Advertising solution to create more than three automations.
- If you're licensed to use workspaces, you can also manage automations in individual workspaces. See Manage Workspace Orchestration.
How It Works
Demandbase finds people or accounts in your database based on the selector logic, and then at the scheduled date and time, runs the members through all of the actions specified.
Automations Overview
To access Automations, from the left navigation bar, go to Orchestration > Automations and click the name of the automation you want to view. Automations include the following tabs:
- Selector: Use Selectors to choose the accounts or people you want to run your automation on.
- Actions: Actions are a similar concept to the single Take Action feature, but they have more flexibility, and are designed to run against accounts or people in bulk.
- Scheduler: Set how frequently you want an automation to run and how often a person or account qualifies for an automation.
- Member Preview: Shows the people or accounts who qualify for the automation based on the Selectors.
- Displays all of the people or accounts who are going to qualify for an automation based on the selector and the qualification rules you have set.
- Details: Shows details about the automation.
- History: Shows historical details about the automation sync.