Understanding Snapshot Emails, Slack Alerts, Reports, and Subscriptions

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Snapshots, alerts, and reports are based on Auto-Create Account Lists, where the Account Owner field defines who receives them and the accounts they would be interested in.

See Set Up Auto-Create Account Lists for more information.

Snapshot Emails

A snapshot is a collection of reports sent by email that has a standard out-of-the-box set of sections with data that are represented visually, as opposed to reports, which are presented as tables. Snapshots are most useful when based on accounts, because that's the most valuable information for Sales. 

The best way to get a feel for what a snapshot is like is to subscribe yourself to an account list snapshot, which includes all the choices. This image gives you an idea of a few sections with company information blurred out. In the actual email, you’ll be able to scroll through all the sections.

HighIntentAccountsCropped.png MostEngagedAccountsCropped.png
AccountJourney.png TopIntentKeywords.png

Demandbase automatically subscribes Account List owners to receive the weekly Account List Snapshots, when you set up an Auto-Create Account List.

Here is what the most comprehensive list (the unfiltered Account List) provides by default. Admins can configure them at SettingsCropped.png Settings > Analytics > Snapshot Settings. See Customize Snapshot Emails to learn how to reconfigure them.

SnapshotSectionsCropped.png

You can configure four types of snapshots:

Snapshot Type  Description

Account List

Shares all sections filtered by the list you subscribe to. By default, this snapshot shows all sections, as in the image above.

Sales Development Representative

Filters the snapshot sections by the accounts that the SDR owns. By default, the SDR receives these sections: 

  • Highlights This Week
  • Most Engaged Accounts
  • Pipeline Predict
  • Most Engaged People
  • Most Engaged Executives

Account Executive

Filters  sections by the accounts that the AE owns. By default, the AE receives these sections:

  • Highlights This Week
  • Most Engaged Accounts
  • Pipeline Predict
  • Open Opportunity Engagement
  • Most Engaged Executives

Marketing

Filters these sections by the accounts that Marketing owns. By default, Marketing receives these sections:

  • Highlights This Week
  • Most Engaged Accounts
  • Pipeline Predict
  • Account Journey
  • Web Traffic

Subscriptions to snapshots

Demandbase automatically subscribes Account List owners to receive the weekly Account List Snapshot emails, when you set up an Auto-Create Account List. To configure them, see Manage Snapshot Settings.

You can also create a subscription for a snapshot in either of these workflows:

  • Any snapshot: SettingsCropped.png Settings > Analytics > Subscriptions: The most generalized workflow, so you'll have to select the Subscription type (Personalized), Channel (Email or Slack), Report type (Snapshot), and Recipients.
  • Personalized only: SettingsCropped.png Settings > Analytics > Auto-Create Account Lists > Configure Snapshot Subscriptions > Create: For a Personalized subscription that you're creating or managing for the Owner Type.

See Create Report or Snapshot Subscriptions.

Slack Alerts

Slack alerts deliver information about who’s engaging with your website. They’re based on auto-create account list settings, similar to Snapshot emails, so Demandbase automatically delivers them to account owners. They enable sales reps to follow up on sales insights about anonymous web engagement quickly, increasing the odds that they’ll get a response from their personalized outreach.

Sales reps can customize alerts by including or excluding accounts and excluding specific web pages. Customizing alerts allows them to focus on the highest value or most relevant account web visits, without getting inundated by constant alerts See Create or Customize Slack Alerts

Subscriptions to Slack alerts

You are subscribed automatically to the accounts you own. To edit your subscription: from the left navigation bar, go to SettingsCropped.png Settings > My Profile > My Subscriptions and click the Edit Subscription pencil icon.

EditSubscription.png

Reports 

A report is a table of data based on specific criteria important to various team members.

Report.png

A report is based on a specific type of list: account, activity, people, or opportunity, which is often referred to as the member type

There are four types of reports, corresponding to the type of list (member type) they're based on:

  • Account Reports
  • Person Reports
  • Activity Reports
  • Opportunity Reports

To use out-of-the-box reports, see Find and Customize Out-of-the-Box Reports.

Create reports at SettingsCropped.png Analytics > Reports. See Create Custom Reports.

Subscriptions to reports

You can create a subscription for reports in any of these workflows:

  • Any report: SettingsCropped.png Settings > Analytics > Subscriptions: The most generalized workflow, so you'll have to select the Subscription type (List or Personalized), Channel (Email or Slack), Report type (Report), and Recipients.
  • For the report you're on: Analytics.png Analytics > Reports: Within the Create Reports workflow, so it automatically subscribes to the report you're on.
  • Your own subscriptions: SettingsCropped.png Settings > My Profile > My Subscriptions > Create Subscription: For a List Subscription for yourself.

See Create Report or Snapshot Subscriptions.

Subscriptions

A subscription is a way of delivering data, such as reports or snapshots, to an individual or team through email or Slack.

There are two types of report subscriptions:

Single List Subscription: Use this option to send a report, based on the same list, to yourself or a few people.
Personalized Subscription: Use this option to send this report to team members so they see only the members (accounts, people, opportunities, activities) that they own. It automatically looks for new users added to Salesforce.

Subscription options

For convenience, there are four ways to enter the Subscriptions workflow:

  • Any subscription: SettingsCropped.png Settings > Analytics > Subscriptions: The most generalized workflow, so you'll have to select the Subscription type (List or Personalized), Channel (Email or Slack), Report type (Report or Snapshot), and Recipients. This is also a good place to see a complete list of all the subscriptions your company has, both List and Personalized.
  • For the report you're creating: Analytics.png Analytics > Reports: Within the Create Reports workflow, so it automatically subscribes to the report you're creating.
  • Personalized subscription: SettingsCropped.png Settings > Analytics > Auto-Create Account Lists > Configure Snapshot Subscriptions > Create or Manage: For a Personalized subscription for the Owner Field that you're creating or managing.
  • Your own subscriptions: SettingsCropped.png Settings > My Profile > My Subscriptions > Create Subscription: For a List Subscription for yourself.

See Create Report or Snapshot Subscriptions.

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