Take Action: Add Account List to Integrate

The Add Account Lists in Integrate action allows you to push qualified accounts from Demandbase to campaigns run by Integrate. Once the account list data from Demandbase is available in Integrate, Integrate can then launch campaigns against those accounts.

Important: You can only push Account lists to Integrate.

Prerequisites

• You must integrate Demandbase with Integrate.
• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.

Steps

1. In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
2. Click Take Action.
3. In the right Take Action menu, select the Partner tab, and click Add Account List to Integrate.
4. Complete the following drop-downs:
   • Add List: Demandbase account list you want to push to Integrate.
   • List Type: Type of list you want to generate in Integrate.
     • Domain: Account domain
     • Target: Account name
5.  Click Confirm.