Understanding the Account Domain Report

  • Updated

The Account Domain Report helps you manage the domains associated with accounts to improve lead-to-account matching accuracy. Although Demandbase automatically matches leads to accounts using account domains, incorrect matches can occasionally occur.

Use the Account Domain Report to review domain matches, assign domains to accounts, and exclude incorrect domains.

See Understanding Lead to Account Matching.

Prerequisites to Manage Account Domains

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Assign Domains to Accounts

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings  > Lead Matching > Account Domain Report.

  2. Select the account you want to assign a domain to.

  3. From the Include Domain drop-down, click Add Domain.
  4. In the Bulk Action Confirmation window, enter the domain and click Add.

Exclude Domains from Accounts

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Lead Matching > Account Domain Report.

  2. Select the domains you want to exclude from an account.

  3. From the Include Domain drop-down, click Exclude Domain.
  4. In the Bulk Action Confirmation window, click OK. 

Restore Excluded Domains to Accounts

  1. From the left navigation bar, go to Settings_icon_cogwheel.png Settings > Lead Matching > Account Domain Report.

  2. Select the excluded domains you want to restore.

  3. Click Include Domain.
  4. In the Bulk Action Confirmation window, click OK. 

View the Account Domain Report

  1. From the left navigation bar, go to  Settings_icon_cogwheel.png Settings > Lead Matching > Account Domain Report.
  2. Review the following columns in the report:
    • Account Name: Name of the account in your Demandbase, CRM, or CSV records. Multiple records can have the same account name if they have different domains.
    • Domain: Domain matched to one or more leads for the account.
    • Domain Match Description: Source or reason for the domain match.
    • Domain is Enabled: Indicates whether a valid domain is associated with the account.
      • Gray check mark: No domains are associated with the account.
      • Green check mark: A valid domain is associated with the account.

Important:

  • Blank fields indicate that Demandbase matched leads to accounts using the account domain in the database.

  • To view all variations of account names, enter or select an account list in the upper-right corner of the page.

Account_Domain_Report_general_table.png