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 Admin 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
- From the left navigation bar, go to
Orchestration > Automations. - Click the name of an Automation and click the Member Preview tab.
- (Optional) Click Edit Columns to add, remove, or reorder columns.
- (Optional) Click Export to export the list in CSV format.
Outcome
Review the list of accounts or people that currently qualify for the Automation.