Lists

Manage and segment your records efficiently with static and dynamic lists. Use lists to organize leads, accounts, and opportunities for targeted outreach, write-back, and integration with campaigns and other structures.

List Types

A user can create two types of lists:

1. Static Lists

   • A manually curated collection of records.

   • Once created, the records do not change unless you add or remove records explicitly.

   • Ideal for one-off exports, ad hoc audiences, or merging existing lists.

2. Dynamic Lists

   • A rule-based set of records that updates automatically as data changes.

   • Define filters on fields (e.g., lead status, opportunity stage, account size) and the system recalculates records in real time.

   • Perfect for ongoing segmentation, reporting, and synchronization with external workflows.

   • This list is tied to the views and the export location.

Lists are also grouped as per the ID type they contain:

1. Lead List: It contains a list of Lead IDs present in the source system.

2. Account List: It contains a list of Account IDs present in the source system.

3. Opportunity List: It contains a list of Opportunity IDs present in the source system.

Creating a Static List

1. Open the Lists Manager

Navigate to Config Center → Lists. Toggle between Static and Dynamic tabs to view existing lists.

2. Click Create List

Step-by-Step:

• List Name: Enter a descriptive name.

• What do you want to export?: Choose Lead, Account, or Opportunity.

• Create Option:

  • Upload CSV: Import a .CSV with a header row and an ID column (e.g., Lead ID, Account ID).

  • Merge Lists: Combine two or more existing static lists into a new list.

3. Configure and Save

After uploading or selecting lists to merge, click Save & Proceed to finalize. The new list appears in your Static Lists table with record count and metadata.

Another way to create a Static List

1. Go to the DGE/Journeys module

2. Click on a row in the DGE table, and a side panel opens up

3. From the side-panel tabs, choose any tab, for eg: Choose Leads

4. Select the stage and click on “Export to List”

5. Clicking on “Export to Lists” opens up a pop-up

6. Select Static List

7. Click on Create New List

8. Give a name to the New List

9. Click on Save & Proceed, which saves the view, and the list is created.

Editing and Appending to Lists

1. Click the menu next to a list and select Edit.

2. On the Edit Lists page, review

3. To append new records, click + Add List and choose between Upload CSV or Merge Lists, just like creation.

4. On merging lists, you can select the similar list type that you want to merge into the existing list.

5. Click Save to update the list.

Dynamic List Configuration

1. Go to the DGE/Journeys module

2. Click on a row in the DGE table, and a side panel opens up

3. From the side-panel tabs, choose any tab, for eg: Choose Leads

4. Select the stage and click on “Export to List”

5. Clicking on “Export to Lists” opens up a pop-up

6. Select Dynamic List and name the list

7. Click on Save & Proceed, which saves the view, and the list is created.

Use Cases and Writeback

Lists integrate deeply with campaigns and downstream processes:

• Campaign Audiences
  Export a static list of high‑value leads to your email marketing platform. When the campaign concludes, import click/engagement data back into the list for post‑campaign analysis.

• Ad Platforms
  Upload a list of cold accounts for LinkedIn or Facebook advertising. Use writeback to tag accounts as Reached when they click your ads, feeding back into CRM workflows.

• Account-Based Marketing (ABM)
  Maintain a dynamic list of target accounts based on industry, revenue, and engagement score. Sync this list nightly to personalization engines and write activity metrics back for sales follow‑up.

• Event and Webinar Follow‑Up
  Create a static list of registrants, export to an email tool, then write back attendance status and engagement score to trigger nurture cadences.

• Reporting and Dashboards
  Leverage dynamic lists in dashboards to visualize pipeline segments, retention cohorts, and upsell opportunities, updating automatically.

Best Practices

• Naming Conventions: Prefix lists by type and purpose, e.g., Static_2025Q2_WebinarRegs or Dyn_Account_SMB_Active.

• Cleanup Routine: Archive or delete lists older than 6 months to reduce clutter..

• Audit Trails: Use the Created By and Modified By columns to track ownership and changes.