The Add Account Lists in B2B IQ automation automatically syncs accounts from Demandbase to B2B IQ, where they can be used to activate account-based advertising and marketing campaigns. By syncing high-value accounts identified in Demandbase, you can streamline audience activation and ensure campaigns target the accounts most likely to convert.
Important: You can only sync accounts to B2B IQ.
Prerequisites to Add Account List to B2B IQ
- You must have a license for B2B IQ.
- You must integrate Demandbase with B2B IQ.
- You must have a license for Demandbase Orchestration.
- You must have Admin privileges or be assigned to a permission set that provides access to Orchestration to set up Automations.
Add Account List to B2B IQ
- From the left navigation bar, go to
Orchestration > Automations.
-
Create an Automation with Account Member Type.
Tip: You can edit an existing automation by clicking the name of an Automation. - In the left main action panel, select Content Syndication > Add Account List to B2B IQ.
- In the right sub-action panel, select the Demandbase account list you want to push to B2B IQ.
- Connect the sub-action node to the Set Automation Flow main action node.
- In the Set Automation Flow main action node, define the population and schedule.
Tip: The population determines which accounts are sent to B2B IQ. - Publish the Automation.