Configure Settings for Snapshot Emails

Context

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 type, you can customize the following:

• Sections to display, including reports. 
• Order in which sections appear
• 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 also applied to Snapshot emails. See Create and Manage User Views (View Management).

Prerequisites/Preparation

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. 

Steps

1. From the left navigation bar, go to  Settings > Analytics > Snapshot Settings.
2. 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
3. From the Sections to Include drop-down list, choose the sections you want to add.
   Tip: There are two section types: 
   • System sections: Data is shown visually. You can’t edit the system sections. 
   • Reports: Data is shown in tables. 
4. To delete sections, click the icon. 
5. To change the order of the sections, drag and drop them.  
6. To show a section even if there is no data, toggle on Show Empty.
7. Click Save Snapshot.
   Tip: You can reset to default settings by clicking Reset to Default.

Outcome

Snapshot email settings are configured. The following is an example of a Snapshot email: 

Manage email subscriptions by clicking Personalized Subscriptions. See Configure Subscriptions.