Snapshot emails, Slack alerts, reports, and subscriptions send Demandbase sales 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 Minutes. | 1 week |
| Most Engaged Accounts | Accounts with the most Engagement Minutes with no sales touches in the last 14 days. | 1 week |
| Accounts with Highest Intent | Account with the most Intent Engagement Minutes 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 Minutes. | 1 week |
| Most Engaged Executives | CXO, VP, or Director roles with the most Engagement Minutes. | 1 week |
Navigate Snapshot Emails
You can access the Demandbase web app by clicking on a record in Snapshot emails.
- If you have a Demandbase One for Marketing license only, you're routed to the Demandbase One for Marketing web app.
- If you have a Demandbase One for Sales license, you're routed to the Demandbase One for Sales web app instead.
Slack Alerts
If you have Slack integrated, Demandbase can send subscriptions and website visits as a Slack alert.
Important: The default filters assigned in View Management are NOT applied to Slack alerts.
Subscription Alerts
Subscriptions can be delivered to Slack. You can specify who receives the subscription, the frequency, and the duration. See Configure Subscriptions.
Website Visitor Alerts
Information about your website visitors can be delivered to Slack in near-real time. They enable sales reps to quickly follow up on web engagement, increasing the odds of getting a response from their personalized outreach.
Users can customize website visit 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 alerts when you set up Auto-Create Account List.
Navigate Slack Alerts
You can access the Demandbase web app by clicking on a known person record in a Slack alert.
- If you have a Demandbase One for Marketing license only, you're routed to the person record in the Demandbase One for Marketing web app.
- If you have a Demandbase One for Sales license, you're routed to the person record in the Demandbase One for Sales web app instead.
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.