Lists for Experiences

This article content is for personalizations on your existing website. Looking to build 1:1 Mutiny-hosted microsites for your target accounts? Visit our Campaigns help docs here.

What are lists? 

Lists are a tool to manage a specific collection of accounts or contacts to target in your experiences. Lists can be reused across a variety of experiences and over time. For instance, you may create a target account list, a new business account list, a target account list, and more.  

Types of lists

There are two types of lists within Mutiny:

Contact Lists

Create a list of people. Best for contact-level personalization and 1-1 distribution (email, inmail, etc.).

Account Lists

Create a list of companies. Best for account-level personalization and broad distribution (inbound, landing page, etc.).

Methods of building lists

Define a list from existing data

Mutiny combines all existing data from your integrations (Salesforce, Hubspot, etc.) and past CSV uploads, so you can define a comprehensive target account list. 

Note: to use this option, you must have at least one data source for your Accounts, for example past CSV uploads, Hubspot, Salesforce, etc.

Upload a list from CSV

Upload a CSV list of accounts and any additional, relevant data that is not already available within Mutiny (e.g., Industry, Current Customer vs. Prospect, etc.).

Dynamic vs. Static Lists

Dynamic

Dynamic lists will automatically update over time. Records will be added or removed from the list as the source properties change. Lists defined from existing data can be dynamic. 

Static

Static lists do not update automatically. A static list's members represent a snapshot in time of the list. All list types can be static. 

Creating Lists

To get started, click the Create List button from the Lists page

When creating a list for experiences, you'll want to ensure to select Other in the "How will you use this list" section of the list creation flow. 

Creating a dynamic list

Step 1 - select Define a list from existing accounts 

Step 2 – Add filters

To define a list, you must add at least one filter. You can choose to filter accounts by any property that has been imported into Mutiny. These properties will have been imported through a data integration (i.e. Salesforce, Hubspot, etc.), the Mutiny script, or a previous CSV upload.

Note: lists currently have a maximum size of 10,000 members; you will not be able to create a List unless the filters you have defined match fewer than 10,000 accounts.

Step 3 – Name, choose if dynamic or static, and save

The final step is to name the list and choose the list type (Dynamic or Static). Dynamic Lists are designed to automatically update over time as account properties change while Static Lists represent a point in time snapshot of the accounts that matched the defined filters.

Creating a list via CSV upload

Step 1 - Select Upload a list 

Step 2 – Upload your CSV and select Domain/Email column

CSV uploads for account lists must have a Domain column. CSV uploads for contact lists must have an Email column.

The Domain column is used as a unique identifier for an account and must be a valid link to the account’s website. The email column is used as a unique identifier for a conatact and must be a valid email.

During the upload flow, you can tell Mutiny which column is the domain or email column. The screenshot below is an example of this for an account list:

A CSV upload may also include extra columns that will be merged into the account record.

Warning: Mutiny will store CSV data for future use across the app. Fields (i.e. CSV columns) that have the same name as an existing field in Mutiny will be overwritten. For example, if you sync an "Account Owner" field from Salesforce and have an "Account Owner" field in this CSV, Mutiny will use the CSV value going forward. We do not recommend overwriting any fields that are dynamic and are already syncing from the source of truth (e.g. Salesforce, Hubspot, Marketo, etc.).

Step 3 – Name and import

Once your columns are selected, and your list is named, you can click Import in the bottom right to import your list

Once your lists are created, if you want to make changes to these lists, we have an article here that talks about how to manage your lists - Managing your Lists

Need Help?

If you have questions or need help, the Mutiny Support team is here for you!  You can submit a support ticket at the bottom of this page or reach us at support@mutinyhq.com.