Automation: Add Accounts to INFUSE

The Add Accounts to INFUSE automation allows you to automatically sync accounts from Demandbase to campaigns run by INFUSE. Once the account data from Demandbase is available in INFUSE, INFUSE can then launch campaigns against those accounts. 

Important: You can only sync accounts to INFUSE.

Prerequisites to Add Accounts to INFUSE

• You must integrate Demandbase with INFUSE.
• You must have a license for Orchestration.
• You must have Admin privileges or be assigned to a permission set that provides access to Orchestration.

Add Accounts to INFUSE

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking the name of an Automation.
3. In the left main action panel, select Content Syndication > Add Accounts to INFUSE.
4. In the right sub-action panel, select the Demandbase account list you want to push to INFUSE.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
   Tip: The population determines which accounts are sent to INFUSE.
7. Publish the Automation.