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
- In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
- Click Take Action.
- In the right Take Action menu, select the Partner tab, and click Add Accounts to DemandWorks Campaign.
- In the Campaign ID field, enter the DemandWorks campaign ID you want to push accounts to. Contact your DemandWorks Account Team for more information.
- Click Confirm.