Uploading and targeting account lists with Audience Discovery

Use this module to focus your campaigns on a list of accounts and build your buying group of matching targets to use in your campaigns.

1. To upload your list of accounts click on ‘Add’. This module also displays all other lists that you have created, for quick selection, editing and addition to the campaign.

2. When you add a new account list, name the audience (e.g., B2BSMX VIP– 080121) and then select your .xlsx file to upload.

There is a link to download a template for this list to ensure the data is matched accurately.

When uploading your file, the more we know, the better. If you have website for your company list, please include these in your list upload to help us better match against our database.

2.1. To further segment your file, you may use Account List filters, as follows:

a. Industry

b. Employees Count

c. HQ Location

These optional filters will allow you to further segment your uploaded lists.

2.2. Then select your ‘Buying Persona’ criteria and ‘Exclusion Words’ as follows:

a. The position titles (free form field)

b. Department

c. Seniority

d. Persona’s Location

e. Exclusion Words (free form field)

The ‘Limit Audience Size’ field controls the volume of your list in line with your campaign goals.*

Once completed, click ‘Create’.

3. Once you have created your audience, a dashboard panel will appear in the same window.

In this panel you can view (and edit):

• List size information
• Which campaigns the list is included and excluded (in this example there are none)
• Firmographic and persona criteria
• Contacts limits
• Include, delete or exclude the list from the campaign

From this dashboard you can adjust and manage this list holistically.

3.1. The List Size shows:

a. Targets – The number of found targets (or contacts).

b. Accounts – The number of companies in the list.

c. Buying Group Size – The average size of the buying groups within the accounts.

3.2. To further refine your list, click on ‘Target List’ in the top right-hand corner.

This allows you to view the list by target (or contact name). It can be filtered by name, title or account. This feature allows you to select the targets that you want to include, exclude or delete from your list.

When you select targets to be ‘included’, this audience will be automatically added to your campaign and targeted by Influ2.