Lists for Campaigns

Campaigns is available to customers with the ABM Package. If you are not on this plan and would like to learn more, please reach out to your Mutiny Rep for assistance.  If you are unsure who your rep is, our support team can help you out by submitting a ticket at the bottom of the page! 

What are lists? 

Lists are a tool to manage a specific collection of accounts to target in your campaigns. For instance, you may create a target account list, a new business account list, a target account list, and more. 

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.).

Creating Lists

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

When creating a list for Campaigns, you'll want to ensure to select Campaign in the "How will you use this list" section of the list creation flow. Campaign lists can only be created at the account level; contact-level lists cannot be created for Campaigns.  

Creating a list from existing accounts

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.), 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 and save

Once named and saved, this list will then be available for use in your Campaigns.

Creating a list via CSV upload

Step 1 - Select Upload a list 

Step 2 – Upload your CSV and select the Domain column

CSV uploads for account lists must have a Domain column. The Domain column is used as a unique identifier for an account and must be a valid link to the account’s website. 

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 imported, this list will now be available for use in your Campaigns

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.