Configure Auto-Create Account Lists

  • Updated

Context

The Auto-Create Account Lists feature automatically creates accounts lists, Snapshot Email subscriptions, and Slack alerts for users based on accounts they are associated with. 

Tip: Account owners can go to Settings_N.png Settings > My Profile > My Subscriptions to unsubscribe themselves from Snapshot emails and Slack alerts.

Account Lists

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.

The user's email address in Demandbase must match their email address in CRM or CSV. 

Snapshot Email Subscriptions

Account owners are automatically subscribed to the weekly Snapshot Emails. See Understanding Snapshot Emails, Slack Alerts, Reports, and Subscriptions

Slack Website Visitor Alerts

If you have the Slack integration set up, web visit notifications are sent as Slack alerts to account owners. See Create or Customize Slack Alerts for Website Visitors.

Prerequisites/Preparation

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

Steps: Enable Auto-Create Account Lists

  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Auto-Create Account Lists
    Tip: Auto-Create Account Lists is enabled by default. To disable it, toggle off Auto Create Account Lists

    Auto_Create_Account_Lists.png
  2. In the Fields to use box, enter and select the fields to trigger Auto-Create Account Lists.
    Important:
    • For CRM fields, the field type must be Lookup Relationship related to the User object. 
    • Best practice is to use the Owner Id field (this field identifies the account owner).
  3. Click Save.

Steps: Configure Snapshot Subscriptions

  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Auto-Create Account Lists.
  2. Complete the steps in Steps: Enable Auto-Create Account Lists.
  3. Scroll down to the Configure Snapshot Subscriptions section and do the following:
    • To create a new subscription for a snapshot type, select the appropriate owner fields and email frequency and click Create.
    • To update an existing subscription for a snapshot type, click Manage and make the changes in the Subscriptions page.
      Configure_Snapshot_Subscriptions.png

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