We love tracking existing customers and prospects to spot upsell opportunities or trigger buying intent notifications for our sales team.
We also find it valuable creating Segments and Lead Scoring that excludes them, so we can focus on new opportunities.
Enter lists 🤓
It's possible to use lists containing company domains or contact email addresses in the following formats.
Excel, CSV, Numbers or TXT.
If you'd like to get to grips with the use cases of imported lists. Check out the guide.
Ready to get started? 💪
Step 1: Head over to settings
Step 2: Select lists and create a new list
Step 3: Name your list, select the file of companies or contact email addresses you would like to import and create the list.
Step 4: Select the column containing the domains or email addresses
Step 5: Use lists in Segments
The filter name is called "Account List"
Step 6: Get notifications when List companies visit
If you need a refresher on using Automations then check out the guide.
We hope you enjoy using them as much as we do. As always, please feel free to drop us a message for some help, just to say hello or discuss ideas 🥳