The Auto-Create Account Lists feature automatically creates and updates Account Lists based on account ownership information from your CRM or CSV data. You can also configure Snapshot Email subscriptions and Slack Website Visitor alerts to keep account owners informed about activity from their accounts.
Auto-Create Account Lists is enabled by default. Demandbase checks for changes in the configured owner fields each night and creates or updates Account Lists accordingly.
Important: A user's email address in Demandbase must match their email address in the CRM or CSV data.
Tip: Account owners can go to Settings > My Profile > My Subscriptions to unsubscribe from Snapshot emails and Slack alerts.
Understanding Auto-Created Account Lists and Notifications
Account lists are automatically created for Demandbase users. Each night, we look for changes in the Owner field specified on the Auto-Create Account Lists page and account lists are created or updated accordingly.
| Feature | Description |
|---|---|
| Auto-Created Account Lists | Automatically creates and updates Account Lists for users based on the configured owner fields. Demandbase checks for ownership changes nightly. |
| Snapshot Email Subscriptions | Automatically subscribes account owners to Snapshot Emails for their accounts. You can configure the Snapshot type and email frequency. See Understanding Snapshot Emails, Demandbase in Slack, Reports, and Subscriptions. |
| Slack Website Visitor Alerts | Sends website visit notifications to account owners through Slack when the Slack integration is configured. See Create or Customize Slack Alerts for Website Visitors. |
Prerequisites to Configure Auto-Create Account Lists
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Enable Auto-Create Account Lists
- From the left navigation bar, go to
Settings > Analytics > Auto-Create Account Lists.
Toggle on Auto Create Account Lists, if it is not already enabled.
-
In the Fields to use box, enter and select the fields to use for automatically creating and updating Account Lists.
Important:- For CRM fields, the field type must be Lookup Relationship related to the User object.
- We recommend using the Owner Id field to identify account owners.
- Click Save.
Outcome: Demandbase automatically creates and updates Account Lists based on the selected owner fields during its nightly processing.
Configure Snapshot Email Subscriptions for Auto-Created Account Lists
- From the left navigation bar, go to
Settings > Analytics > Auto-Create Account Lists.
Verify that Auto-Create Account Lists is enabled and the owner fields are configured.
Scroll to the Configure Snapshot Subscriptions section.
- Do one of the following:
- Create a subscription: Select the owner fields and email frequency for the Snapshot type, then click Create.
- Update a subscription: Click Manage for the Snapshot type and make your changes on the Subscriptions page.
Outcome: Account owners receive Snapshot Emails based on the configured subscriptions and email frequency.