How to create a target account list

Step 1: Navigate to the Accounts Builder

1. In the left navigation menu, click Segmentation.

2. From the submenu, click Accounts.
   This opens the Account Builder where you can define the rules that make up your account target list.

Step 2: Name Your Account List

At the top, enter a descriptive name for your list (examples: “Agencies,” “Demand Agency List 6.10.25”).

• Purpose: This name will help you and your team recognize the purpose of the account list later when using it in campaigns, dashboards, or reports.

• Best practice: Include a segment description (industry, vertical, region) or date to keep versions organized.

Step 3: Add Conditions

Conditions define which accounts belong in your list.

Select Column

• What it does: Lets you choose the attribute to filter by. Options include:

  • COMPANY NAME – target by company name

  • COMPANY DOMAIN – match specific websites/domains (or upload a domain list file)

  • COMPANY SIC / Industry – filter by industry classification (e.g., “Advertising Services”)

  • COMPANY LOCATION – narrow to city, state, or country

  • COMPANY SIZE, REVENUE – filter by size or revenue bands if available

Select Operator

• What it does: Defines the comparison logic. Examples:

  • is / equals – exact match

  • contains / starts with – partial match

  • is not null – include only accounts where this field is populated

Select Value

• What it does: Enter or select the value you want to match.

  • Can be a typed value (e.g., “Advertising Services”)

  • Can be an uploaded file (e.g., “Demand Agency Prospecting List.csv”) for bulk matching by domain or company name.

Step 4: Add Multiple Conditions or Groups

+ Add condition

• Function: Adds another filter row within the same group.

Example:

• Condition 1: COMPANY SIC is Advertising Services

• Condition 2: COMPANY COUNTRY is United States

This would include only agencies in the U.S.

+ Add group

• Function: Creates a nested logic group where you can apply separate AND/OR logic to a second set of conditions.

Step 5: Choose AND / OR Logic

At the top of the condition block, toggle between AND and OR:

• AND: All conditions must be true for an account to match.

• OR: Only one of the conditions needs to be true.

Example:

• AND → Company must be in Advertising Services and located in the U.S.

• OR → Company can be in Advertising Services or Marketing Services.

Step 6: Upload a CSV (Optional)

If you have a curated list of company domains or names, you can:

• Select COMPANY DOMAIN as your column

• Choose is

• Upload your CSV file with domains in the value field
  This is ideal for building custom named-account lists (ABM programs).

Step 7: View or Validate Your List

At the bottom right you have two important buttons:

• View Query:
  Displays the underlying query logic in a preview format, so you can verify that your filters are structured as expected.

• Validate Account:
  Runs the rules and shows the number of matching accounts in real time.

  • Ensures your segment isn’t too small or too broad before you save.

Step 8: Save or Exit

• Save: Commits the account list to your database so it can be used in campaigns, audiences, and reports.

• Exit: Leaves the builder without saving changes.

🗝Summary of Every Button / Control