Create a Person List

Person lists allow you to segment individuals based on key attributes and behaviors, so you can focus on the right people within your target accounts. This approach helps align outreach with your account-based marketing (ABM) strategy and ensures engagement is directed toward the stakeholders and buying group members who matter most.

Tip: Organize lists using folders for easier management. See Create and Manage Folders for Account, Person, and Opportunity Lists.

Person Lists Types

Available person list types include:

• CSV Import: People added and removed manually through CSV imports.
• Dynamic: People update automatically as data changes based on configured sync intervals. See Understanding Integration Data Sync Settings and Best Practices for Creating Efficient Dynamic Lists.
• D365 (Microsoft Dynamics) View: Based on an existing Dynamics people view.
• HubSpot List: Based on an existing HubSpot people list.
• Salesforce Report or View: Based on an existing Salesforce people report or view.

Prerequisites

• You must have Lead and/or Contact records from a CRM, Marketing Automation System (MAS), or CSV import.
• Allow time for new lists to populate after data sync.

Salesforce Report Requirements:

To create a person list from a Salesforce report:

• Report type label includes Contact or Lead.
• No charts included.
• Includes an 18-digit Contact ID or Lead ID column.
• Uses a Cross Object Report (Cross Object Filters not supported).
• Uses Tabular or Summary format (Matrix and Joined formats not supported).
  • For reports that use row grouping, include both Contact/Lead Name and Contact/Lead ID as columns. If you group by Contact/Lead Name, add Contact/Lead ID as a column; if you group by Contact/Lead ID, add Contact/Lead Name as a column.
  • All records and fields must be visible to the Demandbase–Salesforce integration user. If a field is not visible, any filters based on that field won’t be applied, and the report may incorrectly include those people in the results.

Microsoft Dynamics View Requirements:

Grant required permissions to the integration user to use Dynamics Views. See Set Up Permissions for List Type: Microsoft Dynamics View. 

Create a Dynamic Person List

1. From the left navigation bar, go to Database > Person Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select Dynamic list.
   • 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 Demandbase users with Admin permissions.
4. Click Create List.
5. Use Basic or Advanced selectors to define criteria.
   Tip: Click the refresh icon to see the number of people that meet the selector criteria.
6. Click Save.

Create a Person List from a Microsoft Dynamics People View

1. From the left navigation bar, go to Database > Person Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select D365 view.
   • Select Report: Select a Microsoft Dynamics people view. 
   • 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 Demandbase users with Admin permissions.
4. Click Create List.

Create a Person List from a HubSpot People List

1. From the left navigation bar, go to Database > Person Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select HubSpot list.
   • Select Report: Select a HubSpot people list. 
   • 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 Demandbase users with Admin permissions.
4. Click Create List.

Create a Person List from a Salesforce People Report or View

Important: All people referenced by Contact/Lead ID and Contact/Lead Name in the Salesforce report or view are included in the Demandbase person list. For example, if you include Parent Account as a column, people from those Parent Accounts are also added to the person list.

1. From the left navigation bar, go to Database > Person Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select SFDC report or SFDC view.
   • Select Report: Select a Salesforce report or view.
   • 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 Demandbase users with Admin permissions.
4. Click Create List.

Outcome

After people are added, the Successfully Updated List message appears. Processing may take some time.

To access person lists, see Understanding the Demandbase Database.

To take action with people, see Understanding Take Action.

To edit or delete people lists, see Manage Person and Opportunity Lists.