Take Action: Add Accounts to DemandWorks Campaign

  • Updated

Use Take Action to push high value accounts from Demandbase to a DemandWorks campaign, streamlining account routing and engagement orchestration between the two systems.

Important: You can only sync accounts to DemandWorks.

Prerequisites for Adding Accounts to DemandWorks Campaign

  • You must integrate Demandbase with DemandWorks.
  • You must have Admin privileges or be assigned to a permission set that provides access to Take Action.

Add Accounts to DemandWorks Campaign

  1. In Demandbase One for Marketing, select one or more accounts (for example, from 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, and click Add Accounts to DemandWorks Campaign.
  4. In the Campaign ID field, enter the DemandWorks campaign ID you want to push accounts to.  Contact your DemandWorks Account Team for more information.
  5. Click Confirm.
    DemandWorks.jpg

Was this article helpful?

0 out of 0 found this helpful