Use the Out-of-the-Box Sales Engagement vs. Marketing Engagement Segment

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Context

The ABX Platform provides a Sales Engagement vs. Marketing Engagement segment to help you get started. After you set up Engagement Minutes, you can use the segment to view sales and marketing engagement. Sales engagement can include outbound activities and marketing engagement can include inbound activities or campaigns.

The Sales Engagement vs. Marketing Engagement segment uses the following activities: 

  • Sales Engagement: Task, event, inbound email, meeting attendance, open sales email, and click sales email.
  • Marketing Engagement: Activity that is NOT a task, event, inbound email, meeting attendance, open sales email, and click sales email.

Tip: You can edit the Sales Engagement vs. Marketing Engagement segment. From the left navigation bar, go to Settings N.png Settings > Demandbase-Wide Settings > Segments and click Sales Engagement vs. Marketing Engagement. Make edits and click Save

 

Prerequisites/Preparation

Set up Engagement Minutes.

Read Understanding Segments.

Steps

  1. From the left navigation bar, go to Analytics2.png  Analytics > Engagement and select an account list.
  2. At the top right click More Filters.
    More_Filters.png
  3. In the More Filters window, select the Advanced tab and click the plus icon.Add_Criteria_N.png
  4. Add the following criteria:
    • In the Select field box, select Activities > Sales Engagement vs. Marketing Engagement.
    • In the Value box, select Sales Engagement or Marketing Engagement.
    • (Optional) Change the Activity Date time period.Sales_Marketing_Segment_N.png
  5. Click Apply Filter to update the data shown on the page.

Next Steps

On the Engagement page, scroll down to the table, and click Activities to see sales or marketing engagement for the selected account list.

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