Understanding the Unified List Builder for Demandbase One for Sales

Important: This article is for users with both Demandbase One for Marketing and Demandbase One for Sales (DB1S) licenses. Users with a DB1S-only license should refer to Build and Manage Lists.

Use the Unified List Builder in DB1S to create dynamic lists of accounts and people that match your ideal customer profile. Unified List Builder combines data from your CRM, data imports, and Demandbase.

You can build lists using dimensions, advanced or saved filters, existing lists, or by imported CSV files.

Prerequisites to Access Unified List Builder

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Create a List using Filters in Unified List Builder

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List.
3. Go to List Build tab > Accounts or People tab.
   Tip: Switching tabs changes the record type shown. Your selected filters remain applied.
4. Apply filters using any of the following options:
   • Saved Filters (see Save Filters)
   • Advanced Filters (see Understanding Advanced Selectors)
     Tip: You can also apply the Member of List special selector.
   • Dimensions (see Unified List Dimensions)
     Tip: Click More Filters to see additional filters.
5. Click Save > Save as New List.
6. Configure the list:
   • Name: Name of list.
   • Type: Dynamic List or Static List (see Account Lists Types).
   • Object Type: For Static Lists, select Accounts or People.
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the creator of the list and any users with an Admin role.
   • Folder Location:
     • To use an existing folder, click Select Folder, click a folder name, and click Add.
     • To use a new folder, click create a new folder, enter a folder name, and click Create folder. Click Select Folder again and click the new folder name.
7. Click Save.

Create a List from an Existing List in Unified List Builder

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List.
3. Click Start with a saved list and select an existing list from the drop-down.
4. (Optional) Edit filters on the left as needed.
5. Click Save > Save as New List.
6. Enter the following:
   • Name: Name of list.
   • Type: Dynamic List or Static List (see Account Lists Types).
   • Object Type: For Static Lists, select Accounts or People.
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the creator of the list and any users with an Admin role.
   • Folder Location:
     • To use an existing folder, click Select Folder, click a folder name, and click Add.
     • To use a new folder, click create a new folder, enter a folder name, and click Create folder. Click Select Folder again and click the new folder name.
7. Click Save.

Create a List by Importing a CSV File in Unified List Builder

Important: Reimporting an updated CSV file can overwrite previously imported data.

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List.
3. In the List Build tab, click Import a CSV list.

Step 1: Select List

Select the record type and CSV file you want to import.

1. Select Account or People.
2. Enter a name for the import.
3. Upload a CSV file of accounts or people. See Import, Update, and Delete Account, Opportunity, People, and Activity Data from a CSV File.
   Important: 
   • In DB1S, you can only import Account and People data.
   • In DB1S, you only see People records that are matched to an Account record.
4. Click Next.
   

Step 2: Field Mapping

Map each CSV field you want to import to the corresponding Demandbase field.

1. Select the fields you want to import and map them to a field in Demandbase.
2. Click Next.
   

Step 3: Review & Confirm

Review the import configuration before importing the records.

1. Review the import job and click Import.
   

After the import finishes, review the List Upload Results and Match Report. 
Tip: If the report includes unmatched records, correct the source data and upload the CSV file again.

Edit Filters for a Saved List in Unified List Builder

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List.
3. Go to List tab and click on name of the list.
4. Update the filters using any of the following options:
   • Saved Filters (see Save Filters)
   • Advanced Filters (see Understanding Advanced Selectors)
     Tip: You can also apply the Member of List special selector.
   • Dimensions (see Unified List Dimensions)
     Tip: Click More Filters to see additional filters.
5. Click Save > Save Updates.

Edit Saved List Properties in Unified List Builder

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List.
3. Go to List tab and click on name of the list.
4. Click Save > Save Updates > Edit List Properties.
5. Edit list name, visibility, and folder location as needed.
6. Click Save.

Save Filters in Unified List Builder

Save a set of filters so you can reuse it when building lists.

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List.
3. Apply filters on the left using the following options:
   • Saved Filters (see Save Filters)
   • Advanced Filters (see Understanding Advanced Selectors)
     Tip: You can also apply the Member of List special selector.
   • Dimensions (see Unified List Dimensions)
     Tip: Click More Filters to see additional filters.
4. Click Save > Save as New Filter.
5. Configure the saved filter:
   • Name: Name of filter.
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the creator of the list and any users with an Admin role.
6. Click Save.

Delete a Saved Filter in Unified List Builder

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List.
3. Go to List Build tab.
4. Expand Saved Filters and hover over the saved filter you want to delete.
5. Click the settings icon.
6. Click Delete Saved Filter.
7. In the confirmation box, click Proceed.

Find Lists in Unified List Builder

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List.
3. Go to List tab and select Lists.
4. Use the top List Type, Owner, Favorite, and Visibility filters. You can also click the search icon and enter a list name.

Take Action on a List in Unified List Builder

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List. 
3. Go to the Lists tab and hover over the list name. 
4. Click the Settings icon and select from the following:
   • Move: Move the list to a specific folder. See Create and Manage Folders for Account, Person, and Opportunity Lists.
   • Make Public: Make the list available to all users.
     Important: After you make a list public, you cannot make it private again. 
   • Delete: Delete the list.
     Important: Demandbase requires you to confirm before deleting a list.
5. You can also click the Make Favorite (heart) icon to favorite or unfavorite a list.
   Tip: Favorited lists appear at the top of the list table.

Take Action on Multiple Lists in Unified List Builder

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List. 
3. Go to the Lists tab and select the checkboxes for lists. 
4. Click Take Action and select from the following:
   • Make Favorite: Make lists as a favorite.
     Tip: Favorited lists appear at the top of the list table.
   • Unfavorite: Remove lists as a favorite.
   • Make Public: Make lists available to all users.
     Important: After you make a list public, you cannot make it private again. 
   • Delete: Delete lists.
     Important:  Demandbase requires you to confirm before deleting lists.
     You can’t delete lists that are used in active ad campaigns.
   • Add to folder: Add lists to a specific folder. See Create and Manage Folders for Account, Person, and Opportunity Lists.

Add or Remove Records from a Static List in Unified List Builder

Important: You can only add and remove records from a static list.

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List. 
3. Go to the Lists tab and click a list name.
4. Select the checkbox for one or more records.
5. Select an action:
   • Add to an existing static list:
     1. Click the three dots and click Add to List.
     2. Search for and select the static list
     3. Click Add.
   • Remove from a static list:
     1. Click the three dots and click Remove from List.
     2. Click Remove.

Export Records from a List in Unified List Builder

Your DB1S credit limit determines the number of records you can export. See Understanding Export Credit Limits for Demandbase One for Sales.

1. Log in to Demandbase One for Sales.
2. From the left navigation bar, go to Build a List. 
3. Go to the Lists tab and click a list name.
4. Select the checkbox for one or more records.
5. Select an export option:
   • Export: See Export Demandbase One for Sales Account and People Data to Your CRM.
   • Download to Excel: Click Download and click Export.
     Important: Downloaded Excel files contain a fixed set of Demandbase firmographic fields (such as company name, industry, and revenue). Custom table columns, including CRM and SFDC fields configured in your view, are not included in the export.