Configure Subscriptions

  • Updated

For reports, you can create subscriptions and send them to users via email or Slack alerts. You can configure the recipient list, delivery frequency, and subscription duration. See Understanding Snapshot Emails, Slack Alerts, Reports, and Subscriptions and Create or Customize Slack Alerts for Website Visitors

Important: Filters applied to user views are also applied to Snapshot emails.

Email Example

Email Example.png

Slack Alert Example

Slackexample.png

How to Access Subscriptions

You can access the Subscriptions workflow by going to the following areas:

  • List of all subscriptions: Settings_N.png Settings > Analytics > Subscriptions
  • Report subscriptions: Analytics2.png Analytics > Reports
  • Snapshot Email subscriptions: Settings_N.png Settings > Analytics > Auto-Create Account Lists > Configure Snapshot Subscriptions 
  • Your Subscriptions: Settings_N.png Settings > My Profile > My Subscriptions > Create Subscription

Prerequisites

  • You must have Admin privileges or be assigned to one of the following permission sets:
    Tip: To access permission sets for subscriptions, go to Settings_N.png Settings > Permission Set > Settings.

    • View My Subscriptions: Users can view subscriptions they created or are subscribed to by going to Settings_N.png Settings > My Profile > My Subscriptions.
    • Edit My Subscriptions: Users can view, create, edit, disable, and delete subscriptions they created. They can also create, edit, and disable subscriptions they are subscribed to. Go to Settings_N.png Settings > My Profile > My Subscriptions.
    • View All Subscriptions: Users can view all subscriptions by going to Settings_N.png Settings > Analytics> Subscriptions.
    • Edit All Subscriptions: Users can view, create, edit, disable, and delete all subscriptions by going to Settings_N.png Settings > Analytics > Subscriptions.
  • Recipient must be a Demandbase user.
  • Create reports.
  • Configure Auto-Create Account Lists.

Create Single List Subscriptions

The Single List subscription sends the report or Snapshot to yourself or a few people.

  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Subscriptions and click + Create New.
    Tip: You can also use one of the workflows described previously.
  2. Select Single List Subscription.
  3. Enter the following criteria:
    • Channel: Select Email or Slack.
    • Report: Select the report.
      Tip: In the Reports > Subscriptions workflow, this option is missing since the report is automatically applied to the subscription.
    • List: Select the list to filter the report by.
    • Users: Select recipients by clicking the right arrow and move them from Users to Recipients.
    • Frequency: Select Daily, a day of the week option, or 1st of the month.
    • Start Date: Select Immediately or a specific date.
    • End Date: Select Ongoing or a specific date.
  4. Click Save.
    Single Subscription.png

Create Personalized Subscriptions

The Personalized subscription sends the report to users so they only see the accounts they own. Use this option if you want to set up a subscription for multiple account owners.

  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Subscriptions and click + Create New.
    Tip: You can also use one of the workflows described previously.
  2. Select Personalized Subscription.
  3. Enter the following criteria:
    • Channel: Select Email or Slack.
    • Report: Select the report.
      Tip: In the Reports > Subscriptions workflow, this option is missing since the report is automatically applied to the subscription.
    • Owner Type: Select the owner type (such as SFDC Owner, SDR Owner, or Ad Campaign Strategist) to filter the report by.
      Important: Every night, Demandbase searches for new platform users that match the Owner Type field. The new users are then added to the subscription list. 
    • Frequency: Select Daily, a day of the week option, or 1st of the month.
    • Start Date: Select Immediately or a specific date.
    • End Date: Select Ongoing or a specific date.
  4. Click Save.
    Personalized Sub.png

Edit Subscriptions

  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Subscriptions.
  2. Find the subscription and click the right pencil icon.
  3. Make necessary edits and click save.
    EditSub.png

Delete Subscriptions

  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Subscriptions.
  2. Find the subscription and click the right trash icon.
    Tip: To delete multiple subscriptions, select the checkbox next to each subscription and click Delete.
  3. Click Delete.
    deletesub.png

Send Subscription as One-Time Email

You can send a one-time email for a subscription.
Tip: This option is recommended for validating and testing your email subscriptions prior to distribution.

  1. From the left navigation bar, go to Settings_N.png Settings > Analytics > Subscriptions.
  2. Find the subscription and click the Send Now icon.
  3. Enter an email address and click send. The recipient receives the subscription email shortly after.
    testsub.png

Outcome

Reports are sent to users through email or Slack alerts. If you subscribe to multiple custom reports on the same day, Demandbase consolidates them into a single digest.

Users can see the full report in Demandbase by clicking See Full Report in the email or Slack alert.

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