Create or Customize Slack Alerts for Website Visitors

Demandbase can automatically send notifications to your Slack app channel when an account (known and unknown) from your subscribed Account List engages with your website. Slack alerts show the account name, pages viewed, known visitors, and Recommended People (if available). See Understanding Snapshot Emails, Slack Alerts, Reports, and Subscriptions.

If you have the auto-create account list feature enabled, website visitor Slack alerts are automatically delivered to account owners. Going forward, the weekly sync identifies new Demandbase users and adds them to the Slack alert distribution list.

You can customize Slack Alerts for individual and multiple users.

Important:

• Website visitor Slack alerts are available as early as 30 minutes after the visit.
• Demandbase Slack alerts are sent on a scheduled frequency, they are not real-time like Slack messages.
• Demandbase can only send alerts to the Demandbase app channel. We can’t send alerts to public Slack channels.

Known Website Visitor

Known website visitor information is available if you integrate Demandbase with your Marketing Automation System (MAS). Known people from your MAS are matched to accounts using Demandbase’s account identification technology.

Important: Known website visitor details, such as misspelled, incorrect, or missing names, is based on information from your MAS.

Recommended People

When an unknown visitor views your website, Demandbase uses a combination of Buying Group and Person-Based Intent (PBI) data to recommend people from that Account who are most likely showing intent signals. 

See Understanding Recommended People and Person Based Intent (PBI).

Alert Suppression Interval

Alert Suppression Interval setting controls how frequently a user can receive alerts for the same account.

Alert suppression is applied per user email address and account, not per subscription. This means that regardless of how many subscriptions match an account, a user can receive at most one successful alert for that account within the configured suppression window.

Key Behaviors

• Per user, per account: Suppression is based on the combination of recipient email and account ID.
• Not subscription-specific: Multiple subscriptions for the same user share the same alert history when determining suppression eligibility.
• Different accounts are independent: Activity on one account does not suppress alerts for another account.
• No delayed delivery: Suppressed alerts are intentionally discarded and are not queued or sent later when the suppression interval expires.
• New activity after the interval expires can generate a new alert: Once the suppression window has passed, a subsequent qualifying event can trigger another alert.

Example

If you receive an alert for Account ABC at 10:00 AM and your Alert Suppression Interval is 30 minutes, any additional alerts for Account ABC before 10:30 AM is suppressed. Those suppressed alerts are not delivered later. However, activity on Account ABC during that same period can still generate a separate alert because suppression is tracked independently for each account.

Prerequisites

• You must be logged in to Demandbase. 
• A Demandbase Admin must set up the Slack integration.
• A Slack Admin must get the Demandbase app in Slack.
• For Recommended People:
  • You must also have a license for Demandbase One for Sales. See Create Users for Demandbase One for Sales.
  • Configure the following areas in Buying Groups:
    • Personas
    • Intent Keyword Sets
    • Web Pages

Add the Demandbase App in Slack

1. In Slack, scroll down to Apps.
2.  Click +Add apps, search for and select Demandbase.
   

Create Slack Alerts

1. Go to the subscription section in Demandbase using one of the following options:
   • 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.
     Important: You must be a Demandbase admin to create Slack alerts for multiple users.
2. Click Create Subscription.
3. In the Create New Subscription window, enter the following:
   • Channel: Select Slack.
   • Report: Select Website Visitor Alerts.
   • List: Account list you want to receive alerts for.
   • Users: Recipients.
   • Alert Suppression Interval: How often you want to receive alerts. See Alert Suppression Interval.
   • Start Date: When you want to start receiving alerts. 
   • End Date: When you want to stop receiving alerts.
4. Click Save.
   

Customize Slack Alerts for Individual Users

1. Go to the Slack alert settings page in Demandbase using one of the following options:
   • (Option 1) In Slack, go to Apps > Demandbase. Go to any alert and click Preferences.
     
   • (Option 2) In Demandbase, from the left navigation bar, go to Settings > My Profile > My Subscriptions. Go to a Website Visitor Alerts subscription and click the right pencil icon.
     
     
2. To include or exclude accounts, go to the Manage account tab. In the Slack Alerts column, toggle on or off the button.
   Tip: You can find account by clicking through the pages or using the Search box.
   
3. To include or exclude web pages, go to the Manage web pages tab, and complete the following:
   1. Click Inclusion or Exclusion.
      Important: 
      • Inclusion and Exclusion logic cannot be combined, only one option can be applied at a time.
      • The tab (Inclusion or Exclusion) selected at the time of saving is the one applied.
   2. Select the operator that applies to the position of the URL string: Contains, Begins With, or End With.
   3. Select or enter part or all of one or more URL strings.
   4. (Optional) To add operators, click + Add More.
   5. Click Save.
      

Customize Slack Alerts for Multiple Users

Important: You must be a Demandbase admin to customize Slack alerts for multiple users.

1. From the left navigation bar, go to Settings > Analytics > Subscriptions.
2. Go to a Website Visitor Alerts subscription and click the right pencil icon.
3. Click the Manage web pages tab.
4. Click Inclusion or Exclusion.
   Important: 
   • Inclusion and Exclusion logic cannot be combined, only one option can be applied at a time.
   • The tab (Inclusion or Exclusion) selected at the time of saving is the one applied.
5. Select the operator that applies to the position of the URL string: Contains, Begins With, or End With.
6. Select or enter part or all of one or more URL strings.
7. (Optional) To add operators, click + Add More.
8. Click Save.
   

Outcome

You can see Slack alerts within the next few alerts.

Troubleshooting

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 Create Slack Alerts.