Creating and Managing Lists in Account Studio

Account Studio provides a powerful interface for creating targeted account lists using advanced filtering, CSV data, and sophisticated list management tools. 

Account Studio is not available on free plans.

Creating a New List

1. Navigate to Account Studio from the left navigation
2. Click "Create New List" or start building filters immediately
3. Use the filter panel to define your audience criteria
4. Save your list when ready

Advanced Filtering System

Account Studio features a powerful filtering system that supports both AND and OR conditions, as well as condition groups for complex logic.

Filter Types Available:

• Exists/Does Not Exist: Check if a field has any value
• Contains: Search for specific text within fields
• Equals/Does Not Equal: Exact matches
• Greater Than/Less Than: Numerical comparisons
• Date Ranges: Filter by time periods

Using Condition Groups

You can create sophisticated filter logic by grouping conditions:

1. Click "Add Condition Group" to create nested logic
2. Use AND/OR operators between groups
3. Combine multiple condition groups for complex targeting

Example: Target accounts in Financial Services OR Technology industries AND have raised funding in the last 6 months.

Real-Time List Updates

As you add filters, Account Studio automatically:

• Updates your account count in real-time
• Shows relevant columns for your filters
• Displays a preview of matching accounts

CSV Data Management

Uploading CSV Data

Account Studio provides an improved CSV upload experience with better data management and conflict resolution.

Upload Process:

1. Select CSV File: Choose your file for upload
2. Map Columns: Review and rename columns before completing upload
3. Review Overwrites: See which existing data will be updated
4. Complete Upload: Confirm your data upload

Managing Data Conflicts

Column Naming: Rename columns during upload to avoid conflicts with existing data sources.

Overwrite Prevention: The system shows you which values will be overwritten, allowing you to:

• Choose unique column names
• Decide whether to proceed with overwrites
• Understand data source conflicts

Working with CSV-Based Lists

When you create a list from uploaded CSV data, Account Studio displays:

• Data Source: Shows which user uploaded the data
• Filter Context: Indicates the list is based on CSV data
• Additional Filtering: Add more criteria on top of CSV data

Combining Multiple CSV Sources

You can create lists that combine data from multiple CSV uploads:

• Use OR conditions to include accounts from different uploads
• Filter by specific CSV sources
• Combine CSV data with CRM and enrichment data

Data Sources and Priority

Understanding Data Sources

Account Studio works with data from multiple sources, and you can choose which source to use for filtering:

• Source-Specific Fields: Select "Salesforce Account Name" vs "HubSpot Account Name"
• CSV Sources: Choose specific CSV uploads by name
• Integration Data: Use data from connected platforms

Data Source Priority

When the same field exists across multiple sources:

1. Most Recent Data: Newer data typically takes precedence
2. Source-Specific Selection: Choose specific data sources when creating lists
3. Integration-Specific Fields: Select the exact source you want

Note: CSV uploads will overwrite the Mutiny value for the field. It will not overwrite the field value for all data sources. 

List Management and Organization

Saving Lists

Save Options:

• Save: Update existing list with current filters
• Save As: Create new list with different name (acts as duplicate function)

List Organization:

• Recent Lists: Quick access to your 5 most recent lists
• Search: Find lists by name in the dropdown
• Archive: Remove outdated lists from active use

Managing Existing Lists

List Actions Available:

• Edit: Modify filters and criteria
• Rename: Update list names for better organization
• Archive: Remove lists from active use
• Delete: Permanently remove lists

List Management Interface

Access your saved lists through:

• Recent Lists Dropdown: Shows 5 most recently accessed lists
• Manage Lists: Full list management interface
• Search: Find specific lists by name

Dynamic Column Display

Account Studio automatically shows relevant data as you build your list:

• Real-time Updates: Columns appear as you add filters
• Customizable View: Choose which columns to display
• Column Resizing: Adjust column widths for better viewing
• Column Reordering: Drag and drop columns to reorganize

Customizing Your View

1. Customize Columns: Select which data fields to display
2. Resize Columns: Adjust widths for optimal viewing
3. Reorder Columns: Drag to rearrange column order
4. Hide/Show Columns: Remove unnecessary data from view

Best Practices

List Organization

• Use descriptive names that reflect your targeting criteria
• Include dates in time-sensitive list names
• Archive outdated lists to keep your workspace clean

Filtering Strategy

• Start with broad filters and narrow down
• Use condition groups for complex logic
• Test filter combinations with preview mode

Data Management

• Rename CSV columns to avoid conflicts
• Use unique identifiers when uploading multiple CSV files
• Regularly review and clean up unused data sources

Next Steps

After creating your list in Account Studio:

1. Add AI Research: Enrich your accounts with custom insights
2. Schedule Updates: Plan regular list maintenance
3. Share Lists: Coordinate with team members using shared lists

For more information on adding AI research to your lists, see AI Research and Data Enrichment in Account Studio.