Understanding Activities

  • Updated

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. 

You don’t have to set up activities separately. Demandbase starts automatically importing activities once integrations are set up. The following are the sources of activities:

Intent

Intent is a way of discovering which accounts are most interested in your products or services. Demandbase uses your account lists, keywords that you supply, and other data to identify interested accounts. Keywords are words or phrases that you expect interested accounts to read about on a web page. 

Engagement

Engagement refers to all the avenues accounts use to show interest in your company.

Engagement Minutes are how you measure engagement in Demandbase (See Set Up Engagement Minutes). Because Engagement Minutes measure different activities, you can see the different types of activities at Settings_N.png Settings > Analytics > Engagement Minutes. See Engagement Minute Categories and Activity Types.) 

Understanding_Activities_Engagement_Minutes.png

Activities in the Database

From the left navigation bar, go to Database_N.png Database > Activities to see activities in your Demandbase database. The Activities list gives the company, the person who performed the activity, their title if it’s known, the type of activity, details about the activity, engagement minutes if you assigned them, and the date. The Activity Filters are saved filters, which you can use to filter on things like keyword strength, industry, activity date, or location.

Activities in Analytics

You can find insights for Activities on the Analytics2.png 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
  • Email
  • 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. 

Understanding_Activities_Engagement_Table.png

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