Understanding Snapshot Emails, Slack Alerts, Reports, and Subscriptions

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.

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 Settings > Analytics > Snapshot Settings. See Customize Snapshot Emails to learn how to reconfigure them.

You can configure four types of snapshots:

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:  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 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  Settings > My Profile > My Subscriptions and click the Edit Subscription pencil icon.

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 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 Analytics > Reports. See Create Custom Reports.

Subscriptions to reports

You can create a subscription for reports in any of these 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 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:  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 Report or Snapshot Subscriptions.