Create a Segment Using an Account List create-a-segment-using-an-account-list

Here’s how to create a segment using an Account List.

  1. Go to Segments.

  2. Click Create New.

  3. Enter a name for the segment. Drag and drop Account Lists from the Firmographics section.

  4. Select an Account List from the list of named accounts you’ve uploaded. The number in brackets next to the Account List Name is the ID of the List for API reference.

    note note
    Account Lists are synced from ABM to Web Personalization for use in Segmentation. Select them from the drop-down. The sync can take up to five minutes. It will only sync if there are one or more Named Accounts in the Account List.
  5. Click Save, or click Save & Define Campaign to go to the Campaigns page.

Congratulations! You’ve now set up a segment targeting an Account List.