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:

 

To upload you list set the type to "Static" (click here - https://support.trendemon.com/dynamic-target-lists-based-on-salesforce  for information on dynamic target lists). 

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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