Snapshot emails, Slack 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 delivered by email and includes a standard out-of-the-box set of sections. The sections show data visually, as opposed to reports, which present data in tables. Snapshots are most useful when based on accounts because this provides the most relevant information for your sales team.
The best way to get a feel for a snapshot is to subscribe yourself to an account list snapshot, which includes all the sections. A few example sections are shown below with company information blurred out. In the actual email, you’ll be able to scroll through all the sections.
Snapshot Types
Four types of snapshots are available with default sections included. Admins can configure the section to include for each snapshot type from the Snapshot Settings page.
| Snapshot Type | Description |
|---|---|
|
Account List |
Shows all sections filtered by the list you subscribe to. By default, this snapshot shows all sections. |
|
Sales Development Representative |
Filters sections by the accounts that the SDR owns. By default, the SDR receives these sections:
|
|
Account Executive |
Filters sections by the accounts that the AE owns. By default, the AE receives these sections:
|
|
Marketing |
Filters sections by the accounts that Marketing owns. By default, Marketing receives these sections:
|
Snapshot Sections
For each snapshot type, the following sections are available that show information about an account owner’s accounts during the date range shown on the snapshot. Admins can configure the section to include for each snapshot type from the Snapshot Settings page.
|
Snapshot Section |
Description |
|
Highlights this Week |
Shows the most engaged people, their total Engagement Minutes, and completed activities. Tip: The activities tracked are the same as those tracked for the Highlights section of the Account List and Account Dashboards. |
|
Most Engaged Accounts |
Shows the accounts with the most Engagement Minutes. The accounts shown are sorted by total Engagement Minutes. |
|
Top Intent Keywords |
Shows the keywords with the highest Intent strength. Also shows a sparkline for each keyword illustrating the number of accounts reading web pages with that keyword over the date range. |
|
Account Journey |
Shows a visual of the Journey Stage funnel and the number and percentage of accounts in each stage. |
|
Snapshot Heatmap |
Shows a Heatmap with the row and column information configured by an Admin on the View Management page. |
|
Web Traffic |
Shows a graph for the number of known versus unknown visitors to your website. Also shows the accounts with the highest number of visits and any known or unknown people associated with that account. |
|
Most Engaged People |
Shows the people with the most Engagement Minutes. |
|
Most Engaged Executives |
Shows the executives in CXO, VP, or Director roles with the most Engagement Minutes. |
Subscriptions to Snapshot Emails
Demandbase automatically subscribes account owners to receive the weekly Account List Snapshot emails when you set up an Auto-Create Account List. To configure them, see Customize Snapshot Emails.
You can also create a subscription for a snapshot using the following workflows:
- Any snapshot:
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: 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 and Manage Snapshot, Slack Alert, and Report Subscriptions for more information.
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 and known visitor 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. This 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
Demandbase automatically subscribes you to Slack alerts based on the accounts you own.
To edit your subscription, from the left navigation bar, go to Settings > My Profile > My Subscriptions and click the Edit Subscription icon in the Actions column.
Reports
A report is a table of data based on specific criteria important to various team members.
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 member type they're based on:
- Account Reports
- Person Reports
- Activity Reports
- Opportunity Reports
Demandbase includes a set of out-of-the-box reports with preconfigured Selector criteria and report layouts. You can customize these preconfigured reports or create new reports to send to various teams.
Subscriptions to Reports
You can create a subscription for a report using the following workflows:
- Any report: 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 > Reports: Within the Create Reports workflow, so it automatically subscribes to the report you're on. - Your own subscriptions: Settings > My Profile > My Subscriptions > Create Subscription: For a List Subscription for yourself.
See Create and Manage Snapshot, Slack Alert, and Report Subscriptions for more information.
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
You can create a subscription using the following workflows:
- Any subscription: 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 > Reports: Within the Create Reports workflow, so it automatically subscribes to the report you're creating.
- Personalized subscription: 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: Settings > My Profile > My Subscriptions > Create Subscription: For a List Subscription for yourself.
See Create and Manage Snapshot, Slack Alert, and Report Subscriptions for more information.
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