View Activity Locations

  • Updated

Context

Demandbase records the physical location around the world where digital activities, such as web page visits, take place. In addition, for activities imported from a marketing automation platform or CRM, Demandbase provides physical location information based on the address of the person who performed the activity.

When analyzing account engagement, it can be enlightening to view location information for the various engagement activities. This is particularly true for activities that are associated with a company that has multiple offices across the country or around the world. Knowing the specific locations from which engagement occurred can help marketers and sellers determine the best course of action when following up with an account.

Depending on how sales and marketing responsibilities are organized, knowledge of which locations have exhibited the most engagement can impact who will follow up; how they will follow up; and with whom they will follow up and whether by direct sales interaction or inclusion in marketing campaigns.

Prerequisites/Preparation

Steps

  1. From the left navigation bar, go to Analytics.png Analytics > Engagement and select an account or account list.

  2. (Optional) If you want to view only activities of a particular type, such as web page visits, create a filter to narrow down the activity type.
    a. Click the filter icon FilterIcon.png in the top right corner. The filter workspace opens.
    b. Clear any pre-existing filters by clicking Clear All.
    c. Click the plus icon to add a new filter.
    FilterEngagements.png
    d. In the Select field… box, select Activities DemandbaseIcon.png > Type.
    e. Click in the Select… box and search for Page Visits (Anonymous) (or another activity).
    f.  Click Apply and Close.
    ApplyandClosePageVisits.png

  3. Create a custom Heatmap view.
    a. Scroll down to the Heatmap section and click Custom.
    CustomOption.png

    b. For Rows, select AccountIcon.png Name. Choose a Name option that’s an Account object type AccountIcon.png. It can come from Salesforce SalesforceIcon.png, a CSV Import CSVIcon.png, or a Merged source MergeIcon.png.
    c. For Columns, select ActivitiesIcon.pngDemandbaseIcon.png Country or another geographic activity field, such as Global Region, Location, or Census Division. Choose a field that’s an Activity object type ActivitiesIcon.png  from a Demandbase source DemandbaseIcon.png, (See the full full list of available fields below.)

  4. Add location fields to the data table.
    a. Scroll down to the data table and select the Activities tab.
    b. Scroll to the bottom left of the table and click Edit Columns. The Edit Columns Fields to Display page opens.
    ActivitiesTableCroppedforEditColumns.png
    c. From the drop-down list, select one or more location fields, such as ActivitiesIcon.png DemandbaseIcon.png Location, Global Region, Country, Country Code. (See the full list of available fields below.)
    GlobalRegion.png
    Tips: To remove any columns/fields, click the minus sign MinusSIgn.png on the right. To reorder them, grab the drag icon and move each field.
    DragIcon.png

Outcome

Following these steps gives you two forms of insight into geographic location of activities captured by Demandbase: 

  • The heatmap visualization summarizes the aggregate level of engagement in each location for each account. 
  • The data table provides detailed location information about each engagement activity.

HeatmapOriginalBluredAnnotated.png

ActivitiesTableLocationExport.png

Note: For the Location field: If the city is not known, we display state, province, or other national region; if the national region is not known, we display country. Location is not aggregated. It represents the number of visitors for a specific location by the most specific name available. For example, you may see three separate entries for, “Saint Paul, Minnesota,” “Minnesota,” and “United States.” These represent three specific locations within the United States, each with the most specific identification available.  

Next Steps

To export the detailed data from the table into a CSV file for further analysis, click Export. You can then import it into in Excel, Tableau, or similar spreadsheet or data analysis software.

As a follow-up analysis, consider setting up a report that will periodically alert you or your colleagues about engagement from a specific geographic area of interest. Learn how to do so in the article, Create Reports on Activities from a Particular Geographic Area.

Activity Geolocation Fields

The following fields are available for web page visits recorded by the Demandbase web tracking tag.

Field Name  Example Values

Location

Woodstock, Georgia
Naples, Italy
Lehi, Utah

Global Region

EMEA
APAC

LATAM

NA

Country

United States
Italy
Israel

Country Code

Two-letter ISO abbreviation for the country:

US
IT
IN

Census Region

US only:

South
West
Midwest
Northeast

Census Division

US only:

New England
South Atlantic
Pacific
Mountain

State

State, province, or other national region:

Georgia
Ontario
New Jersey

State Code

Two-letter code for state, province, or other national region:

GA
ON
NJ

City

Naples
Lehi
Toronto

Postal Code

20149
M2J
08816

Longitude

-74.40
78.86

Latitude

32.32
40.85

 

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