Account Lists

Define which companies matter, then use those lists across alerts and experiments.

What Are Account Lists?

An account list is a named group of companies you want to track or target. Add companies by domain or name, or import them from a CSV. Once created, you can use a list in two places:

Identified Visitors analytics (filter your visitor analytics to companies on your list so reporting stays focused on accounts that matter)
Experiment targeting — show tailored pages only to visitors from companies on your list

Create a List

Go to Account Lists

Open Settings > Visitor Intelligence > Account Lists and click Create List.

Name Your List

Give your list a name (e.g. "Tier-1 Pipeline", "Enterprise Prospects") and an optional description.

Create Account List dialog with Name and Description fields

Add Companies

Add companies one at a time by typing a domain or company name, or switch to the Import CSV tab to upload in bulk.

Add by domain or name

Add companies by domain or name with input field and Add button

Import CSV

CSV format: Your file needs domain and company_name columns. A template is available in the import dialog.

Manage Your Lists

Created lists appear in your Account Lists settings. Each list shows the number of companies it contains. Click Manage to add or remove companies, or re-import a CSV at any time.

Account Lists overview showing a list with 4 companies, with Manage and delete options

Filter Visitor Intelligence Analytics

Filter Identified Visitors by Account List

Apply an account list as a filter on the Identified Visitors dashboard to narrow your analytics to only the companies on your list. Top industries, company sizes, engagement, and conversion breakdowns all update to reflect just those accounts, so you can measure traffic, engagement, and CTA performance for the segments you care about.

Go to Analytics > Identified Visitors, open the + Filter dropdown, and choose a list under Account Lists. The dashboard refilters to visitors from companies on that list.

Identified Visitors filter dropdown showing Account Lists section with a Priority Accounts option

Use with Experiment Targeting

Target Experiments to Specific Accounts

When running an ABM campaign or testing messaging for a specific set of prospects, you can restrict an experiment so only visitors from companies on your list see the tailored page.

In the Chrome Extension, open Additional targeting in your ramp & test settings. Under Company & Buyer Signals, select Account List and choose your list.

Account List targeting selector with dropdown to choose a list