Preview Automations

  • Updated

Context

After you create an Automation, you can use the Member Preview tab to make sure you are targeting the right accounts or people. The Member Preview tab shows a list of the accounts or people that currently qualify for an Automation based on your Selector criteria and Scheduler Qualification Rules.

Prerequisites/Preparation

You must have Administrative privileges or be assigned to a permission set with the required access to use Orchestration.

You have the Demandbase Orchestration solution.

You have created an Automation and defined the Selector criteria and Qualification Rules.

Steps

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Click the name of an Automation and click the Member Preview tab.Preview_Automations.png
  3. (Optional) Click Edit Columns to add, remove, or reorder columns.
  4. (Optional) Click Export to export the list in CSV format.

Outcome

Review the list of accounts or people that currently qualify for the Automation.

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