Documentation Journey Optimizer B2B Journey Optimizer B2B Edition Documentation

Account lists

Last update: May 7, 2025

In Journey Optimizer B2B Edition, an account list is a collection of named accounts that Marketers can use for targeted journey orchestration. An account list can target named accounts by your defined criteria, such as industry, location, or size of the company. There are two types of account lists:

Static - With a static account list, the list only changes when you add the accounts. You can manually add accounts by applying a filter set to populate the list based on current account data, or add and remove accounts through an account journey.
Dynamic - With a dynamic account list, you define a filter set for automatically curating the list. The system uses this filter set to add and remove accounts according to changes in the account information. This list management is similar to audience segmentation in Real-time Customer Data Platform.

When an account list is in a Live (published) state, it is available for use in account journeys and Marketo Engage programs.

NOTE

Account lists leverage account data from Marketo Engage to create account segments and lists. This means that if an account segment from Adobe Experience Platform is not actively synced to Marketo Engage, accounts in that Experience Platform segment may not be available in Journey Optimizer B2B Edition account lists. Subsequently, any people from accounts in Experience Plafrom segments that are not synced to Marketo Engage may not be included in person membership counts or counted in trigger events.

Access and browse account lists

On the left navigation, expand Accounts and click Account lists.

Access account journeys

The displayed Account lists page includes the following columns:

Name (click the name of the account list to view details)
Status
Type
Last updated on
Last updated by
Creation date
Created by

This table includes the ability to search by Name. The sort function is currently unavailable.

You can customize the displayed table by clicking the Column settings ( ) icon in the top-right corner and selecting or clearing the checkboxes.

Choose the columns to display in the acount journeys list

To view the description for an account list, click the Information ( ) icon next to the name.

Create an account list

When you create an account list, you define a set of filters to generate the list. For example, you can use it to generate a list of accounts where the industry is Healthcare and the revenue is over $100M.

In the Account lists page, click the Create account list at the top-right on the page.
In the Create account list dialog, enter a unique Name (required) and a Description (optional).
Choose the Type for the account list, Static or Dynamic.
Click Create.

A new static account list opens with an empty list of accounts. A new dynamic account list opens with the Add accounts by filter panel in the page.

Add accounts to the account list

For a static list, you could proceed to publish the empty account list and add accounts through an account journey. You can also manually add accounts by applying a filter set before you publish it.

For a dynamic account list, you must add the filter set that you want to use to manage the list automatically before you publish it.

Static account list

After you create the static account list, you can populate the list by applying a filter set. You can also apply a filter set to add accounts to a static account list after it is published (Live).

NOTE

If you want the account list to start as empty, do not select any filters and simply publish the account list. It is useful to start with an empty list when you plan to add members through an account journey action (see Take an action node - Add to account).

CLick Add accounts.

You can access this function in the empty list page or at the top right.
In the Add accounts by filter dialog, use the Account Filters menu to add the attributes and activities that you want to use to construct the filter set:

The filters are nested into category folders. You can expand each folder and scroll through the lists of available filters. Or, use the Search tool at the top to locate the filter that you need.
- Drag and drop the filter from the left menu to the filter definition space.
- Complete the match evaluation definition.
- Repeat these actions for each filter that you want to include.
- You can fine tune your conditions by applying the Filter logic at the top. You can choose to match all attribute conditions or any condition.
When the filter set and logic are complete, click Populate accounts.

The population process may take some time, depending on the number of accounts to evaluate and populate (the size of your database and the filter criteria you selected). It can take up to two hours for accounts to populate in your list.

You can proceed to publish the list to make it available for add and remove actions in an account journey.

Dynamic account list

After you create a dynamic account list, you define the filter set that is used to manage the list (add/remove accounts) when it is Live (published). You cannot add/remove accounts through account journeys, but it a published dynamic account list is available for the starting account audience node.

Click Select filters.
In the Add accounts by filter dialog, use the Account Filters menu to add the attributes and special filters that you want to use to construct the filter set:

The filters are nested into category folders. You can expand each folder and scroll through the lists of available filters. Or, use the Search tool at the top to locate the filter that you need.
- Drag and drop the filter from the left menu to the filter definition space.
- Complete the match evaluation definition.
- Repeat these actions for each filter that you want to include.
- You can fine tune your conditions by applying the Filter logic at the top. You can choose to match all attribute conditions or any condition.
When the filter set and logic are complete, click Done.

If you are satisfied with the filter set, you can proceed to publish the list to make it available for the starting account audience node in an account journey.

NOTE
You cannot update the filters for a dynamic account list after the list is published.

The population process may take some time, depending on the number of accounts to evaluate and populate (the size of your database and the filter criteria you selected). It can take up to two hours for accounts to populate in your list.

Publish an account list

You can proceed to publish an account list as soon as the filter set is complete.

Static account list

Click Publish at the top right.
In the Publish static account list dialog, click Publish to confirm.

The status of the static account list changes to Live and it is available for use in an account journey.

Dynamic account list

You can proceed to publish a dynamic account list as soon as the filter set is complete. After the account list is in a Live status, it is available to select in an Account audience journey node.

Click Publish at the top right.
In the Publish dynamic account list dialog, click Publish to confirm.

The status of the dynamic account list changes to Live and it is available for use in an account journey.

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