Context
Demandbase can send information about who’s engaging with your website to the Demandbase app channel in your Slack. See Understanding Snapshot Emails, Slack Alerts, Reports, and Subscriptions.
Website visitor alerts are available as early as 30 minutes after the visit.
If you have the auto-create account list feature enabled, website visitor alerts are automatically delivered to account owners. You can also customize Slack Alerts for individual and multiple users.
Important:
- Known website visitor information is only available if you have an integration with a Marketing Automation System (MAS).
- Known website visitor details such as misspelled, incorrect, or missing names, is based on information from your MAS.
- Demandbase can only send alerts to the Demandbase app channel. We can’t send alerts to public Slack channels.
Prerequisites/Preparation
You must be logged in to Demandbase.
Your Admin must integrate with Slack.
Add the Demandbase app in Slack. In Slack, scroll down to Apps, click +Add apps, search for and select Demandbase.
Steps: Create Slack Alerts
- Go to the subscription section using one of the following methods:
- For individual users, from the left navigation bar, go to
Settings > My Profile > My Subscriptions.
- For multiple users, from the left navigation bar, go to
Settings > Analytics > Subscriptions.
- For individual users, from the left navigation bar, go to
- Click Create Subscription.
- In the Create New Subscription window, enter the following:
- Channel: Select Slack.
- Report: Select Website Visitor Alerts.
- List: Select the account list you want to receive alerts for.
- Users: Select recipients.
- Alert Suppression Interval: Select how often you want to receive alerts.
- Start Date: Select when you want to start receiving alerts.
- End Date: Select when you want to stop receiving alerts.
- Click Save.
Outcome: Create Slack Alerts
You can expect to start receiving alerts within a few hours.
Steps: Customize Slack Alerts for Individual Users
-
(Option 1) In Slack, go to Apps > Demandbase. Go to any alert and click Preferences. Skip to step 3.
-
(Option 2) In Demandbase, from the left navigation bar, go to
Settings > My Profile > My Subscriptions. Go to a Website Visitor Alerts subscription type and click the pencil icon.
-
To include or exclude accounts, go to the Manage account tab. In the Slack Alerts column, toggle on or off the button. This allows you to focus on the accounts that matter most to you.
Tip: You can use the Search field to find accounts or you can click through the pages. - To include or exclude web pages, go to the Manage web pages tab, and complete the following:
- Click Inclusion or Exclusion.
- In the first field, select the operator that applies to the position of the URL string: Contains, Begins With, or End With.
- In the second field, select or enter part or all of the URL string or strings.
- (Optional) To add more operators, click + Add More.
- Click Save.
Steps: Customize Slack Alerts for Multiple Users
- From the left navigation bar, go to
Settings > Analytics > Subscriptions.
- Go to a Website Visitor Alerts subscription type and click the pencil icon.
- Click the Manage web pages tab and complete the following:
- Click Inclusion or Exclusion.
- In the first field, select the operator that applies to the position of the URL string: Contains, Begins With, or End With.
- In the second field, select or enter part or all of the URL string or strings.
- (Optional) To add more operators, click + Add More.
- Click Save.
Outcome: Customize Slack Alerts
You can see your changes within the next few alerts.
If you don't receive your alerts as expected, see if you have a subscription at Settings > My Profile > My Subscriptions. If your subscription is not set up, see Steps: Create Slack Alerts.