Create a Person List

Person lists allow you to segment people based on their attributes and behaviors. Use person lists to target key stakeholders and buying group members within your target accounts and align outreach with your account-based marketing (ABM) strategy.

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

Person Lists Types

Demandbase supports the following person list types:

Prerequisites to Create a Person List

• You must have Lead and/or Contact records from a CRM, Marketing Automation System (MAS), or CSV import.
• Allow time for accounts to populate after data synchronization. See Understanding Integration Data Sync Settings.

Salesforce Report Requirements

To create a person list from a Salesforce report, ensure that the report:

• Has a report type label that includes Contact or Lead.
• Does not include charts.
• Includes an 18-digit Contact ID or Lead ID column.
• Uses a Cross Object Report. Cross Object Filters are not supported.
• Uses Tabular or Summary format. Matrix and Joined formats are not supported.
  • For reports with 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, filters based on that field are not applied, which may cause the report to include unintended people.

Microsoft Dynamics View Requirements

To create a person list from a Microsoft Dynamics view, grant the required permissions to the integration user. See Set Up Permissions for List Type: Microsoft Dynamics View. 

Create a Dynamic Person List

1. From the left navigation bar, go to Database > People > 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 list creator and 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 > People > 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 list creator and Demandbase users with Admin permissions.
4. Click Create List.

Create a Person List from a Salesforce People Report or View

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

1. From the left navigation bar, go to Database > People > 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 list creator and 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 > People > 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 list creator and Demandbase users with Admin permissions.
4. Click Create List.

Outcome of Creating a Person List

After you add people, the Successfully Updated List message appears. Processing may take some time before all people appear in the list.

For next steps, see:

• Understanding Take Action to take action on people.
• Manage Person and Opportunity Lists to manage person lists.