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:
- The sections to display, including system-generated sections and reports.
- The order in which the sections appear.
- Whether to show or hide empty sections.
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.
Steps
- 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 byicon.
- Reports (data is shown in tables)
Important: Reports must be Public.
- System (data is shown visually)
- 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.
Next Steps
Create and manage Snapshot Email subscriptions by clicking Personalized Subscriptions. See Configure Subscriptions.