Depending on your feature access, you may receive several weekly emails from the Terminus platform. Here is a quick summary of the available email notifications that come from Terminus, when they're delivered, and what they contain.
Weekly ABM Report
Delivery Day: Monday mornings
Delivery Frequency: Weekly
Sent to: All Ad Experiences users on the account
A custom Terminus Weekly ABM Report is sent to all Terminus Ad Experiences users every Monday to provide an overview of how Terminus campaigns are impacting target accounts. It highlights your visiting accounts from the previous week, aggregates weekly ABM results across all campaigns, provides updates on the overall results of each campaign, and alerts you to campaigns with status changes.
The data in this email is generated from the previous week's performance, Saturday to Friday. To manage which people receive the Weekly Terminus ABM Report, reach out to your CSM or support through the Terminus Support Portal. We can add as many users as you’d like to the distribution; they'll just need to be added as users in your Terminus advertising instance.
Weekly Sales Email
Delivery Day: Tuesday mornings
Delivery Frequency: Weekly
Sent to: All associated Account Owners
Terminus’s sales alert emails are weekly notifications designed for both sales development reps, account executives, and customer success reps. The report surfaces reps’ owned accounts that are showing the strongest in-market behavioral signals powered by Terminus’ native AI and Bombora intent data. Sales alert emails are a great way to bring each rep’s most leaned-in accounts and contacts to the top of their inbox each week.
Sales alert emails will be sent out weekly on Tuesday mornings to the associated Account Owner (SDR, AE, CSM, etc.). Customers can either provide a list of recipients’ email addresses or user role values (for CRM-integrated Data Studio customers) to get this email configured for their account.
Account Discovery Report
Delivery Day: Mondays
Delivery Frequency: Weekly
Sent to: Designated recipients (must have at least one point of contact)
The Account Discovery report is a custom reporting feature that provides a weekly breakout of new companies that are have visited your website, but may not be in your CRM. The report is appended with firmographics and Terminus engagement data, and accounts are scored against components of your Ideal Customer Profile (ICP) criteria (part of the initial configuration process for the report), so you can choose which accounts to add to your marketing engagement or sales efforts. The report itself will be delivered via email in .CSV format every Monday. The report will be delivered to at least one point of contact at your account, as designated during the setup process.
Comments
0 comments
Article is closed for comments.