How to Setup an Account Watch

Updated:

Steps

Follow these steps to set up an Account Watch list.

Step 1: Format your Account Watch File

Account Watch files should be created in a CSV formatted file. Within this file there should be a file header row with the following columns:

  • Required headers column - Account Name and Domain
  • Optional headers column - Street Address, City, State, Country
  • Account Watch Attribute columns - These headers will go after the required and optional columns. Each will represent an attribute you define and is specific to your business.
    • Ex. account_type, account_owner, campaign code

Account_Watch_CSV_Example.png

Step 2: Send the File to Your Customer Success Manager

When you finish creating the headers and populating each row with account information, reach out to your Customer Success Manager (CSM) and send them the completed list. They will then coordinate with our internal team to import your Account Watch list.

Learn more

Additional Resources

We also have a course available with videos and knowledge check quizzes to deepen your understanding of Account Watch: Using Target Account Lists with Account Watch

Was this article helpful?
0 out of 0 found this helpful