An activity is something that an account, or a person at that account, does to engage with your company. It could be an interaction with your sales team or a digital interaction, such as reading a white paper. With the right amount and types of activities, a prospect may convert to an opportunity.
The following are the sources of activities:
- CRM
- Marketing Automation System
- CSV Data Import
- Email/Calendar
- Demandbase Web Tracking Tag
- Demandbase Intent
Activities in Analytics
You can find insights for Activities on the Analytics pages.
For example, the Heatmap on the Engagement page summarizes Activities, color shaded from high to low activity. The rows of the table frequently span more than one page. You can use the Search function to look for matching entries in the following table columns:
- Account Name
- First Name
- Last Name
- Title
- Type (channel of activity)
- Details (typically associated ad campaign name, email address, or Web page)
The table at the bottom of the page shows Accounts, People, Activities, and Custom tabs.
Engagement Minutes
To see activities in the Analytics Dashboard, you must assign Engagement Minutes to activities. See Set Up Engagement Minutes. See Set Up Engagement Minutes.
Because Engagement Minutes measure different activities, you can see the different types of activities at Settings > Analytics > Engagement Minutes. See Engagement Minute Categories and Activity Types.
Activities in the Database
To view all Activity records in Demandbase, from the left navigation bar, go to Database > Activities. See Understanding the Demandbase Database.
Activities are listed in table rows. You can arrange, add, or remove columns by clicking the Edit Columns button under the table.
To see in-depth information about an activity, click on the individual activity in the Details column.