Configure Settings for Snapshot Emails

Snapshot Emails summarize key account activities and trends, offering a quick overview of performance metrics and engagement levels. See Understanding Snapshot Emails, Slack Alerts, Reports, and Subscriptions.

For each Snapshot Email, you can customize the following:

Important:

Demandbase automatically subscribes account owners to weekly Account List Snapshot Emails when you set up Auto-Create Account List.
The default filters assigned in View Management are applied to Snapshot Emails. See Create and Manage User Views (View Management).
Snapshot Emails are sent individually and are not consolidated into a single digest.

Prerequisites

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Create reports you want to add to the Snapshot. See Create Custom Reports.
Important: Reports must be Public.

From the left navigation bar, go to Settings > Analytics > Snapshot Settings.
From the Type drop-down list, select the snapshot you want to configure:
- Account List Snapshot
- Sales Development Representative Snapshot
- Account Executive Snapshot
- Marketing Snapshot
From the Sections to Include drop-down list, add any of following sections:
- System (data is shown visually)
  Important: You can’t edit system sections. System sections are indicated by icon.
- Reports (data is shown in tables)
  Important: Reports must be Public.
To delete sections, click the icon.
To change the order of the sections, drag and drop them.
To show a section even if there is no data, toggle on Show Empty.
Click Save Snapshot.
Tip: You can reset to default settings by clicking Reset to Default.