Take Action: Add Account List to NetLine

​​The Add Account List to NetLine action allows you to push qualified accounts from Demandbase to LeadFlow campaigns run by NetLine. Once the account list data from Demandbase is available in NetLine, NetLine can then launch campaigns against those accounts.

Important: You can only push Account lists to NetLine.

Prerequisites

• You must have a license for NetLine.
• Demandbase must be integrated with NetLine.
• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.

Steps

1. In Demandbase One for Marketing, select any individual account (for example, from Analytics > Accounts or Database > Account List > Accounts) and click Take Action.
   Important: You must select individual accounts to start the Take Action workflow. Within the workflow, you can only push entire account lists to NetLine - not individual accounts.
2. In the right Take Action menu, go to the Partner tab, and click Add Account List to NetLine.
3. In the Add Account List to NetLine panel, complete the following drop-down:
   • Add List: Demandbase account list you want to push to NetLine.
4.  Click Confirm.