How to upload a List (ABM)
Upload a list of accounts /organizations to verify ABM campaign progress or success and get notifications for successful engagements
Instructions
Step 1: preparations
Log into LeadBoxer as admin and go to the List Settings page (from the left menu in the bottom )
Download the .CSV sample file
Open in a spreadsheet application and add your list into the sheet. There are 2 columns:
organizationDomain: Put the domain name of the organization in this row
organizationName: put the name of the organization in this row
'Save As' and (re)name so the file so that it is clear what the list contains. (eg. Target-accounts-2023.csv)
Note: We will use both the domain OR the name of the organization to match the identified leads or customers to your list.
Wildcards
we allow for you to use wildcards in both the organizationDomain and organizationName fields.
Wildcard examples
apple.* in organizationDomain | Will match all domains from Apple (eg apple.com, apple.co.uk, apple.nl, etc) |
Intel* in organizationName | Will match all organizations that Start with the word intel ( Intel Corp, Intel Germany, Intelligence inc) |
* KLM* in organizationName | Will match anything before and after KLM (royal KLM, KLM international, etc) |
Troubleshooting: if you get an error when uploading your .CSV, make sure there are no additional columns in your CSV file. The formatting is strict.
Step 2: Upload list
Log into LeadBoxer as admin and go to the List overview page
Click the Upload button, a new window will appear
Provide a name for your list, select the .CSV file from step 1 and press Save
Here is a screenshot of how it can look like if you have multiple lists:
Step 3: Apply your lists and save in Segment
Once the list is uploaded, you can use it using the List Filter on the leads & accounts view.
Find and select the list from in the filters when creating a new Segment.
Apply and see the results.
Save as segment and optionally set notification, see the Segment documentation on how to do this.
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