Viewing Account Data in XM Directory

About Viewing Account Data in XM Directory

The Accounts tab of your directory contains the accounts from your Account Management Command Center. From here, you can view details for your accounts such as the account health, ARR, account team, and other account details you imported from Salesforce.

Additionally, you can filter your contacts by your account data and perform actions on those contacts, such as adding them to a mailing list or opting them out of your directory.

Viewing Account Data

Below is an overview of each field available in the Accounts tab:

1. Account: The name of the account.
2. Tier: The account’s tier in Salesforce.
3. Status: The status of the account in Salesforce.
4. ARR: ARR stands for Annual Recurring Revenue and is the total amount of your contract agreement with your client divided by the term of the agreement.
5. Health: The health of the account in Salesforce. Values include Opportunity, Neutral, At Risk, and Insufficient Signal.
6. Use the search at the top to search your accounts. You can search by account name or account tier.

Qtip: If you want to see when your account data was imported, click the View import history link to be brought to Actions Reporting & History.

Viewing a Single Account

If you click on an account, you can see more information about the account.

Summary Section

The Summary section contains the tier and ARR of your customer, as well as the members of the account team.

Details Section

The Details section will contain any additional fields you mapped from Salesforce as part of your Account Management Command Center setup. If no extra fields were mapped, then you will have no data in this section.

Roles Section

The Roles section contains the client account roles that were mapped from Salesforce.

Click on a role to see more information about the role, including which contacts in your directory make up the members of the role. When viewing a role, you can do the following:

1. Check the box next to a role member to edit their contact details. Editing contacts here works exactly like it does in your directory. See Managing a Single Directory Contact and Managing Multiple Directory Contacts for more information.
2. View the role member contact details. By default this table contains Reference ID, Status (indicating if the contact’s opt-in status), First name, Last name, Email, and Language. You can customize the fields that are included in this table.
3. To customize the fields in your table, click the pencil icon.
   Qtip: After clicking the pencil icon, you will see the below window.
   
   On the left, you can choose fields to add to the table. On the right is the list of fields currently in the table. You can remove fields by clicking the X next to the field, and you can rearrange fields by using the arrow buttons, or by dragging and dropping the fields. To return your table to the default configuration, click Reset to Default. When finished making your changes, click Save.
4. If your account has multiple roles, use the dropdown menu to switch between the roles.

Filtering Contacts by Account Data

You can filter your contacts by account data and then perform actions on those contacts, such as add them or remove them from a mailing list, opt them in or out from your directory, edit contact embedded data, and remove them from your directory.

1. In the Accounts tab, click Filter for contacts.
   
2. Click New condition. See the Basics of Building Conditions support page for more information about conditions.
   
3. Choose the type of account field you want to filter by. You can filter by an account data field (i.e. tier, status) or an account role.
   
4. Choose the account data field you want to filter by. If you chose to filter by account role, skip to the next step.
   
5. Choose your operator for your condition.
6. Choose the operand, or desired value, for your condition.
7. If you want to filter by multiple fields, click New condition or New condition set. See New Conditions and Condition Sets for more information.
8. If you’ve added multiple conditions, choose if all or any of the conditions need to apply. See All vs. Any for more information. Also see nesting logic for more complicated conditions.
9. When finished, click Apply filter.
10. Select your desired contact(s) by checking the box next to the contact(s). You can select all contacts on the page by checking the box in the top left corner.
    
11. If you have many contacts, you will need to click Select all X contacts to choose all contacts.
12. Click the three dot menu in the right corner.
13. Choose your desired action. The options available will depend on if you’ve selected one or multiple contacts. See Contact Actions for an explanation of each option.