Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations
Lists are used to control and standardize incoming lead data to your Source, typically by excluding or targeting certain emails, companies or general criteria like country, state or job title.
In the Lists page you can view a table of all the lists in your account and perform actions like creating or editing lists, and configuring list mapping.
In this article:
Viewing the Lists page
In the Demand Acceleration Platform, navigate to Campaigns > Lists.
What you can do in the Lists page
- View a table of all the lists in your account.
- Create a new list.
- Customize the table view by setting which columns are visible.
- Find specific lists by filtering and searching.
- Export the data in spreadsheet format.
- Navigate to an existing list settings and make edits.
- Download the list and it's corresponding values.
- Configure list mapping to transform an incoming value into a desired outbound value (eg. CA > California).
Types of list
The types of lists that you can create in the Demand Acceleration Platform are:
A list of email addresses that you wish to exclude (eg. firstname.lastname@example.org).
When applied to a Source, leads containing these email addresses will be rejected.
A list of company domains (eg. integrate.com) that you wish to exclude or exclusively include.
When applied to a Source, as an excluded domain list - leads containing these domain(s) will be rejected.
When applied to a Source, as an included domain list - leads containing only these domain(s) will be accepted.
A list of user-set criteria (eg. countries, states, job titles) that standardizes the way that lead data will be accepted.
When applied to a Source and specified as Allowed, leads containing values that match those on the general list will be accepted.
|System (Locked) lists||
An auto-generated list that may be created by inbound system integrations including Facebook and LinkedIn.
These are locked and cannot be edited. Mappers can be applied to transform an incoming value into a desired outbound value.
Creating a new list
Click the Create List button and select the list type that you want to generate.
Customizing the lists view
Define how you would like the Sources to be displayed in two ways:
- Hide columns from view using the Hide Columns dropdown menu.
- Click the Settings icon and scroll to Columns, where you can select which columns are displayed.
Filter and find lists in two ways:
- Search for individual lists using the Search icon.
- Filter the lists that are displayed by using the dropdown menus: Show List Type.
Click the Settings icon and Export... to download the list table in the account as a .csv or .excel file format.
|Export all data as csv||
Downloads a .csv file of lists with all the table columns.
|Export visible data as csv||
Downloads a .csv file of lists with only the columns displayed in the table.
|Export all data as excel||
Downloads an .excel file of lists with all the table columns.
|Export visible data as excel||
Downloads an .excel file of lists, exporting only the columns displayed in the table.
| Exports will only include the number of lists that is displayed on the page.
The default number of lists displayed on the page is 25. If you have more than 25 lists in your account, you can increase the number of items per page (up to 100) in order to export more in the spreadsheet.
Click the Options menu to view the available actions for each list. Some of the options will differ according to the type of list.
|Download List||Downloads the associated list data as a spreadsheet.|
|Edit List||Opens the list setting modal to make any edits.|
|Configure List Mapping||
Configure the list mapping to transform an incoming value into a desired outbound value (eg. CA > California).