Take Action: Add Accounts to INFUSE

The Add Accounts to INFUSE action allows you to sync accounts from Demandbase to campaigns run by INFUSE.

Important: You can only sync accounts to INFUSE.

Prerequisites to Add Accounts to INFUSE

• You must integrate Demandbase with INFUSE.
• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• You must have an account list in Demandbase to use as the list name in INFUSE. Users must still select the specific accounts they want to send because the account list does not determine which accounts are sent.

Add Accounts to INFUSE

1. In Demandbase One for Marketing, select the accounts you want to send to Infuse. For example, go to Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}.
2. Click Take Action.
3. In the right Take Action menu, select the Partner tab.
4. Click Add Accounts to INFUSE.
5. In the Add List drop-down, select the account list to use as the list name in INFUSE.
   Important: Demandbase sends only the accounts you selected in step 1. The account list selected in the Add List drop-down does not determine which accounts are sent.
6. Click Confirm.