1. Success center
  2. Account based orchestration

Target Lists

A useful way to create audiences is by uploading your target lists - excel/CSV files that contain your high-priority accounts. You can create target lists based on account name or account domain. You can upload multiple target lists, edit existing lists and remove non-relevant companies.

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Create a new target list by navigating to Configure --> Audiences & Companies --> Companies Target Lists, and click on Create List:

 

You have 2 options to create a target list:

Dynamic target list based on Salesforce - click here to lean more about this option.

Static target list based on CSV - To upload you list set the type to "Static".

You can base your list on company names or company domains. Our recommendations is to use domains for more accurate matching.

 You can then upload a TXT file of your target list,  or directly paste the list. Explore the list preview and save it.

 

After your target list is added, you will be able to view all accounts that visited the website from the list, and explore the accounts

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