Take Action: Add Account List to NetLine

  • Updated

​​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 integrate Demandbase 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 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 Partner tab, and click Add Account List to NetLine.
  4. In the Add List drop-down, select the account list you want to push to NetLine.
  5.  Click Confirm.

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