Configure Snapshot Email Subscriptions

Context

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 > My Profile > My Subscriptions to unsubscribe themselves from the Account List Snapshot emails by deleting the subscription.

Steps

1. From the left navigation bar, go to 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.