Configure Snapshot Email Subscriptions

  • Updated


Demandbase provides the following snapshot types that can be delivered by email:

  • Account List
  • Sales Development Representative
  • Account Executive
  • Marketing

When you set up auto-create account lists, Demandbase automatically subscribes account owners to Account List Snapshots. You can manually subscribe users to the other snapshot types from the Auto-Create Account Lists page.

Tip: Account owners can go to Settings_N.png Settings > My Profile > My Subscriptions to unsubscribe themselves from the Account List Snapshot emails by deleting the subscription.


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

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