Snapshot emails, Demandbase in Slack, reports, and subscriptions send Demandbase insights directly to sales teams. Sales teams can use the information to prioritize efforts and optimize their strategies to close opportunities.
Snapshot Emails
Snapshot emails summarize key account activities and trends, offering a quick overview of performance metrics and engagement levels.
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).
Snapshot Types
Demandbase provides the following Snapshot types:
- Account List: Filters sections by accounts owned by Account Owner.
- Sales Development Representative: Filters sections by accounts owned by Sales Development Representative.
- Account Executive: Filters sections by accounts owned by Account Executive.
- Marketing: Filters sections by accounts owned by Marketing.
Important: You can’t create Snapshot types.
Snapshot Sections
By default, each Snapshot type includes system sections and reports provided by Demandbase. You can choose the sections and reports (including your custom reports) you want in the Snapshots. See Configure Settings for Snapshot Emails.
Important: You can’t edit the system sections.
The Demandbase system sections are as follows:
| Snapshot Section | Description | Date Range |
| Top Accounts |
Top accounts in the MQA Stage or earlier with no sales touches in the last 14 days. The Journey Stages are based on the default Journey Funnel set in your assigned user view in View Management. You can see the default Journey Funnel under the date range in the email. Accounts are ranked by:
|
1 week |
| Highlights this Week | People with the most Engagement Points. | 1 week |
| Most Engaged Accounts | Accounts with the most Engagement Points with no sales touches in the last 14 days. | 1 week |
| Accounts with Highest Intent | Account with the most Intent Engagement Points with no sales touches in the last 14 days. | 1 month |
| Account Journey | Graph of Journey Funnel and the number and percentage of accounts in each Stage. | 3 months |
| Engagement on Open Opportunities |
Accounts with open opportunities with engagement. Admins can configure the heatmap on the View Management page. |
3 months |
| Web Traffic | Graph of accounts and people that visited your website. | 1 week |
| Most Engaged People | People with the most Engagement Points. | 1 week |
| Most Engaged Executives | CXO, VP, or Director roles with the most Engagement Points. | 1 week |
Navigate Snapshot Emails
You can access the Demandbase web app by clicking on records in Snapshot emails.
Important: For custom reports, the "See Full Report" and "See Locations" links route you to Demandbase One for Marketing (DB1M).
- If a user has the Demandbase One for Sales permission set or a custom permission set that includes access to Sales, they’re routed to DB1S.
- If they do not have access to Sales, they’re routed to DB1M.
Demandbase in Slack
The Slack integration allows you to receive subscriptions and access AI-powered Demandbase insights directly in Slack. See Integrate Slack with Demandbase.
Access Demandbase App in Slack
In Slack, from the left navigation bar, go to Agents & apps > Demandbase.
Important: The default filters assigned in View Management are NOT applied to Slack alerts.
Demandbase AI Insights Hub in Slack
Demandbase AI Insights Hub provides a daily AI-generated summary in the Home tab of the Demandbase Slack app. The summary highlights important account activity, engagement trends, recommended people, and suggested next steps.
See Understand the Demandbase AI Insights Hub in Slack.
Website Visitor Alerts in Slack
Website Visitor alerts notify you about website activity in near real time in the Messages tab of the Demandbase Slack app. These alerts help sales teams quickly follow up on account engagement with timely, personalized outreach.
Users can customize Website Visitor Alerts by including or excluding accounts and excluding specific web pages. See Create or Customize Slack Alerts for Website Visitors.
Important: Demandbase automatically subscribes account owners to Website Visitor Slack alerts when you set up Auto-Create Account List.
Subscription Alerts in Slack
Subscriptions can be delivered to Slack. You can specify who receives the subscription, the frequency, and the duration. See Configure Subscriptions.
Demandbase Agent in Slack
Access Demandbase AI Chat in the Messages tab of the Demandbase Slack app to ask questions and get Demandbase insights.
Enter a prompt in the message box to start a conversation.
See Understanding Demandbase AI Chat.
Navigate from Slack to Demandbase
You can click account and person links in Website Visitor alerts and the AI Insights Hub daily summary to open the corresponding record in Demandbase.
- If you only have a Demandbase One for Marketing license, links open the corresponding record in Demandbase One for Marketing.
- If you have a Demandbase One for Marketing and Demandbase One for Sales license, links open the corresponding record in Demandbase One for Sales.
Reports
A report is a table of data based on specific criteria important to various team members. Reports offer detailed analysis and visualizations of data, helping teams to track progress, identify opportunities, and make data-driven decisions.
Reports are based on the following objects:
- Account
- Person
- Activity
- Opportunity
Demandbase provides a set of standard reports. You can customize these preconfigured reports or create new reports.
Subscriptions
A subscription is a way of delivering reports or Snapshots through emails or Slack alerts. See Configure Subscriptions.
There are two types of report subscriptions:
- Single List Subscription: Send the report or Snapshot to yourself or a few people.
- Personalized Subscription: Send the report or Snapshot to users so they only see the accounts they own. Use this option if you want to easily set up a subscription for multiple account owners.