Take Action: Static Account Lists

The Static List actions allow you to manually add or remove accounts from static account lists based on selector criteria.

Important: Static List actions are only available for Account records.

Prerequisites to Use Static List Actions

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.

• To add or remove accounts from an existing static list, you must first create Static Account Lists.

Add Accounts to New Static List

1. In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
2. Click Take Action.
3. In the right Take Action menu, select the Demandbase tab, and click Add to New Static List.
4. Enter a New List Name. 
5. In the Visibility drop-down, select who can view the new static list:
   • Public: Visible to everyone in your company.
   • Private: Visible only to the person creating the list and Demandbase Admin users. 
6. Click Confirm.

Add Accounts to Existing Static List

1. In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
2. Click Take Action.
3. In the right Take Action menu, select the Demandbase tab, and click Add to Existing Static List.
4. In the Add to List drop-down, select the existing account list you want to add accounts to.
5. Click Confirm.

Remove Accounts from Static List

1. In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
2. Click Take Action.
3. In the right Take Action menu, select the Demandbase tab, and click Remove from Static List.
4. In the Remove from List drop-down, select the existing account list you want to remove accounts from.
5. Click Confirm.