The Add Accounts to DemandWorksCampaign automation allows you to automatically sync accounts from Demandbase to DemandWorks campaigns. After DemandWorks receives the account data, it can launch campaigns targeting those accounts.
Important: You can only sync accounts to DemandWorks.
Prerequisites to Add 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 Orchestration.
Add Accounts to DemandWorks Campaign
- From the left navigation bar, go to
Orchestration > Automations.
-
Create an Automation with Account Member Type.
Tip: You can edit an existing automation by clicking the name of an Automation. - In the left main action panel, select Content Syndication > Add Accounts to DemandWorks Campaign.
- In the right subaction panel, enter the DemandWorks campaign ID you want to push accounts to.
- Connect the sub-action node to the Set Automation Flow main action node.
- In the Set Automation Flow main action node, define the population and schedule.
Tip: The population determines which accounts are sent to DemandWorks. - Publish the Automation.