DocumentationJourney Optimizer B2BJourney Optimizer B2B Edition Documentation

Use account lists in journeys

Last update: September 3, 2026

CREATED FOR:

  • User

There are multiple ways that you can incorporate Live (published) account lists into your account journeys.

Account audience node

All account journeys start with an Account audience node. When you set this node to use an account list, the member accounts move through the journey when it goes live (published).

  1. Select the Account list option for the starting Account audience node.

    Select account list option for account audience node {width="500"}

  2. Click Add accounts list.

  3. Select the checkbox for the account list and click Save.

    Select account list option for account audience node {width="600" modal="regular"}

Take an action node - Add to account

Static account lists only

Within an account journey, add accounts to a static account list using a Take an Action node.

For example, you have a journey path where you send an email and some accounts take various actions as a response. You consider this activity to be a qualification point in the journey. With the qualification, you want to add them to an account list that is used as the audience for another journey with a different flow for qualified accounts.

NOTE
If an account is already in the list when the node executes, the action is ignored.

  1. Select the Action on Accounts option.

  2. For Action on accounts, choose Add to account list.

    Select Add to account list {width="500"}

  3. For Select live static account list, choose the account list where you want to add accounts.

    Select Add to account list {width="500"}

Take an action node - Remove from account

Static account lists only

Within an account journey, remove accounts from a static account list using a Take an Action node.

For example, you have a journey path where you send an email and some accounts take various actions as a response. You consider this activity to be a qualification point in the journey. With this qualification, you want to remove them from an account list. This list is used as the audience for another journey that sends additional emails so that you don’t duplicate your qualification communications.

NOTE
If an account is not in the list where it is scheduled for removal, the action is ignored.

  1. Select the Action on Accounts option.

  2. For Action on accounts, choose Remove from account list.

    Select Remove from account list {width="500"}

  3. For Select live static account list, choose the account list where you want to remove accounts.

    Select Remove from account list {width="500"}

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