Basic Selectors make it easy to accomplish common tasks in Demandbase. For example, you can create Account Lists, Filters, and Reports, or customize your Journey Stages.
It’s a simple point-and-click interface to define the accounts you want to focus on.
For more advanced users, we have an Advanced Selectors interface that allows you to accomplish a variety of tasks across the product. See Working with Selectors.
Basic Selectors are available for these product areas:
- Account Lists
- Account Filters
- Account Analytics
- Account Journeys
- Account Reports
- Site Customization Experiences
- Go to Database > Account Lists > Create New.
- Choose the Name and Visibility (Private or Public) for your list. For List Type, select Dynamic List.
- Use Basic Selectors to define the accounts you want to focus on.
For example, if you want to see MQAs with No Sales Touches, under Journey Stages select Equals and MQA from the drop-down menus.
and under Sales Touches check No Sales Touches and select Last 14 Days.
- Click Save.
When the Selector is finished processing, click the gear next to the Save button to see the number of accounts in the list.
Click the List tab to see accounts that are in the MQA stage, but don’t have any sales touches.
To view or edit your account list criteria, go to Database > Account Lists and search for the selector you created. Then, click the Selector tab.
To edit the Selector criteria, click the name of the section you want to edit. To remove it, hover over the number next to the section and click Clear.