How To - Create an Account List

Account List Management

Overview

The Account List page lets you view and manage all your account lists in one place. 

Account lists are used to create audiences to target specific companies, show insights only for your account lists, add to account report to see metrics based on those companies.

Adding New Account Lists

• Navigate to Account List tab under Asset library:

• Click the "Add New Account List" button to create a new list
• Choose "Upload from CSV" to import accounts from a file

CSV Upload Requirements

• File must be in CSV format
• Include exactly 2 columns: company name and company website
• Maximum 30,000 accounts per file
• Invalid URLs and duplicates will be automatically removed