Create and upload a list of organization and domain names to target these key accounts with personalized campaigns.
This article applies legacy Web ABM customers only. If you acquired Web ABM after September of 2016, please follow the steps in this article instead.
Go to Account Lists.
Select Create New.
Select Browse and upload your CSV file (Make sure the csv file meets the criteria). Add a Name and Description. Click Save.
What is the format for the CSV File?
Make sure the named account CSV file meets the following requirements:
Example of the CSV file
Row 1 Column A value = Organization
Row 1 Column B value = Domain
Row 1 Column C value = Country
Row 1 Column D value = US State
One of the column values is mandatory. However, providing both Organization and Domain names improves the match rates of the Account List.
Country and State are optional values.
For country name, use full country name or abbreviation code. Eg. United States or US.
For a U.S. State, use the 2-letter abbreviation code, i.e. CA. Only U.S. states are recognized.
On the Account Lists page, click the Edit icon on the list.
Select Browse and upload your new CSV file. This file will replace the original file. Click Save. The new uploaded file will be in a pending state until approved by Marketo Support, when in a pending state the original file will remain active.
The CSV file will replace the existing file. The existing list will remain active until the processing of the new file is complete.
On the Account Lists page, click the Delete icon of the list you wish to delete.
A message appears to confirm if you want to delete the list. Click OK.