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:

Visitor Intelligence alerts — filter Slack notifications so you only hear about visits from companies on your list
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

Use with Visitor Intelligence Alerts

Filter Slack Notifications by Account List

By default, Visitor Intelligence alerts you about all matching visitors. With an account list filter, your Slack channel only receives alerts when a visitor's company is on the selected list. This keeps notifications focused on accounts your team is actively working.

Go to Settings > Notifications, expand Advanced filters under your Visitor Intelligence notification, and select a list under Account lists.

Visitor Intelligence notification settings showing the Account lists filter

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