We've made some updates to ABM to include account information in ABM. Now you can see your recently engaged accounts, a timeline of Postal touches, and other various insights.
Note: The Accounts feature of ABM is currently in Beta.
Good to Know! All engagement shown in the Accounts tab is contact level (not lead level).
Recently Engaged Accounts
The accounts with the most engagement over the last 30 days will show here.
Features include
- Account name
- Graph with engagement over time
- Total Spend
- Last Activity
As well as the ability to see more details on the Account Page. We’ll talk more about that below.
Accounts Report
Just below the Recently Engaged Accounts section is the Accounts Report. This is a filterable list that allows you to see all your engaged accounts.
This list is searchable and includes the ability to hide or surface columns.
The Last Activity Column is a sortable column and will change if any of the columns (email opens, landing page view, etc.) are updated.
Account Details
By either clicking on the name of the Account or More Details you are taken to the Account Details page.
The Contacts tab contains the following information:
- Contact Name
- Contact Email
- Accepted Items
- Meetings Booked
- Verified
The Timeline tab is a view of the last 90 days of all contact level engagement.