Automation: Add Account List to B2B IQ

The Add Account Lists in B2B IQ action automatically sends qualified account lists 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 push Account lists to B2B IQ.

Prerequisites

• 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.

Steps

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking the name of an Automation.
3. In the left main action panel, select Content Syndication > Add Account List to B2B IQ.
4. In the right sub-action panel, select the Demandbase account list you want to push to B2B IQ.
5. Connect the sub-action node to the main action node.
6. Click Save Update.
7. Click Confirm.
8. Publish the Automation.