Create Person Lists

Context

For most companies, the People database is so large that Demandbase users need to create subgroups of Person lists to make the records manageable.

Tip: You can create folders to organize and manage your lists. See Create and Manage Folders for Account, Person, and Opportunity Lists.

Prerequisites/Preparation

In Demandbase, you must have Lead and/or Contact records from a customer relationship management system (CRM), marketing automation system (MAS), or CSV import.

Prerequisites for Salesforce Report List Type:

To link your Demandbase person list to a Salesforce report, the following criteria must be in place:

• Salesforce report type label must contain Contact or Lead. 
• Salesforce report must be a Cross Object Report. Cross Object Filters are not supported. 
• Salesforce report must be Tabular or Summary format. Matrix or Joined report formats are not supported.
  
  • For reports grouped by rows, you must list the Contact/Lead Name or Contact/Lead ID as an individual column to properly associate the data with the corresponding Demandbase account. For example, if you group rows by Contact/Lead Name, you must add the Contact/Lead ID as a column. If you group rows by Contact/Lead ID, you must add the Contact/Lead Name as a column. 
  • All records and fields in the Salesforce report must be visible to the Demandbase-Salesforce integration user. If a field isn’t visible to the integration user, the report will ignore filters based on the field and add accounts to the list.

Prerequisites for Microsoft Dynamics View List Type:

To link your Demandbase person list to a Microsoft Dynamics View, you must grant permissions to the integration user. See Set Up Permissions for List Type: Microsoft Dynamics View for instructions. 

Steps

1. From the left navigation bar, go to  Database > Person Lists and click Create New.
2. Enter a name for the Person List.
3. Select from the following options in the List Type drop-down list:
   • Dynamic list: List automatically updates as people fit or don’t fit the Selector criteria. See Best Practices for Creating Efficient Dynamic Lists and Working with Selectors. 
   • D365 view: List uses Leads and Contacts from Microsoft Dynamics View. 
   • HubSpot list: List uses HubSpot People List. 
   • SFDC report:  List uses Leads and Contacts from Salesforce Reports. 
   • SFDC view:  List uses Leads and Contacts from Salesforce View. 
4. Select the access level in the Visibility drop-down list:
   • Public: Visible to everyone in your company.
   • Private: Visible only to the creator of the list and Demandbase Admins. 
5. Click Create List.
6. (Optional) For Dynamic lists only: Click Basic or Advanced on the Selectors page to define the attributes that you want to apply to the list. After you finalize your Selector definitions, click Save. See Working with Selectors.

Outcome

You can use the People list in areas such as Person Dashboard, People database, reports, and filters. See Understanding the Demandbase Database.

If you want to make changes to the list or set up notifications, click the top right three dots to open a menu of options.