The Lists tool allows users to create and manage company or contact lists and use them across the entire Dealfront Platform.
We've documented some of the top use cases for Lists in a separate article here, but continue reading below for an overview of how Lists works.
How to Access Lists
Lists can be navigated to easily. Just click on the Lists Icon at the top right of your screen in the navigation bar.
How Lists Works with Each Dealfront Basic Tool
Promote targets lists of your key accounts, or your 'ideal customers' with display ads. Promote identifies these target accounts from a list you select. These lists can either be made up of companies you upload yourself via CSV, or companies you've searched for within Target Basic and saved as a List.
In Target Basic you can use different criteria to build lists of companies and contacts, from here you can create new lists to use within Web Visitors or Promote. Alternatively, you can upload an existing list of your own via CSV and search for the contacts at the companies listed, or filter these uploaded lists further within Target Basic to get an even more refined dataset.
Web Visitors now integrates with the Lists tool so you can see if a company visiting your website is present in any of your existing company lists. These company lists can also be used as filter options when creating a custom feed, or you can add all your companies from a feed to a list.
Interested in exploring the ultimate workflow you can create between the Lists tool and the other tools detailed above? Check out our step by step guide here.
Creating a List
New company lists can be created by adding companies to a list from Target Basic or importing a CSV file into the Lists tool.
Please be aware that in case of CSV imports, a maximum of 10,000 rows are allowed.
Editing a List's Display Settings
You can edit how a list displays on the screen in its settings. Select your list and click on the cog icon on the right hand side of the screen.
For company Lists you will have the following options:
For contact Lists you will have the following options:
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at firstname.lastname@example.org.