Set Up Auto-Create Account Lists

  • Updated

Context

Demandbase can automatically make and update account lists for your users based on accounts they are associated with. Each night, Demandbase checks to see if there are changes for an account in the fields specified on the Auto-Create Account Lists page, and adds accounts with changes found to the owner's list.

Account lists drive features in Analytics, Reports, and Snapshots.

Important: For account lists to be created automatically, a user's email address in Demandbase must match their email address in Salesforce.

Steps

  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Auto-Create Account Lists
    This feature is on by default. You can toggle off Auto Create Account Lists
    to turn it off
    Auto_Create_Account_Lists.png
  2. Select the Fields to trigger the auto-create. We recommend including the Owner Id field (this field identifies the account owner), BDR/SDR Owner field, Assigned CSM field, and any other user fields related to the account that would benefit from understanding their account's marketing engagement.
  3. Click Save.
  4. (Optional) You can configure snapshot subscriptions from this page as well. See Set Up Email Snapshot Subscriptions and Create Report and Snapshot Subscriptions.

Outcome

Each night, Demandbase adds accounts who visited the fields that you specified to any account owner's list.

Account List owners are automatically subscribed to receive the weekly Account List Snapshot email by default. To subscribe the user to the Sales Development Representative, Account Executive, or Marketing snapshot email instead, see Settings_N.png Settings > Analytics > Snapshot Settings in Demandbase and Manage Email Snapshot Settings in the Help Center for what each type of user receives.

In addition, if you have the Slack integration and have set up the Account Connector, Demandbase delivers web engagement notifications via Slack to account owners based on the accounts they own. See Create or Customize Slack Alerts.

 

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