How Do I Create a Account Smart List?

How Do I Create a Account Smart List?

Introduction:

The Account Smart List feature allows users to dynamically segment and manage accounts based on customizable conditions. It mirrors the functionality of the Contact Smart List and is ideal for targeted account workflows, reporting, automation, and sharing across teams.


Steps to Create an Account Smart List

1. Navigate to Smart Lists

  • Go to: Connections > Lists

  • Click on the “Account Smart Lists” tab.


2. Define Basic Details

A setup page will appear where you can:

  • Enter a Smart List Name

  • Add a Description (optional)

  • Proceed to define filter conditions


Filter Condition Types

The filtering engine supports multiple condition categories:

Condition Type

Description

Example

Account Record Data

Filters based on core account fields like name, address, etc.

Account Address = "Hyderabad"

Account Additional Data

Filters using custom fields added to the account profile

Custom field = “Industry: Healthcare”

Account Created By

Filters accounts by the user who created them

Created by User = “Alex Smith”

Account Shared With

Filters based on users/accounts the record is shared with

Shared with = “Marketing Group”

Contact Record Data

Filters accounts based on attributes of linked contacts

Accounts with Contacts from “USA”



Sharing Options

After filters are configured, you can define sharing preferences:

  • Share With:

    • Individual Users

    • User Groups

    • Organizations

    • Organization Groups

    • Entire Companies

  • Visibility:

    • Shared lists appear in recipients’ Shared Folder.

    • If unshared, they’re automatically removed from that view.

Notification Preferences

In the Email step:

  • “Myself” – Send notifications to your own email.

  • “Creator” – Notify the user who created the account(s).

These settings are useful for alerting users about updates or automation tied to the Smart List.


Final Step: Save Your Smart List

  • Click Finish to create and activate the Smart List.

  • The list will now appear under the Account Smart Lists section and be ready for use in automations, reports, or email campaigns.


Benefits

  • Targeted Automation: Trigger campaigns or workflows for accounts that meet specific conditions.

  • Segmentation for Reporting: Generate precise reports grouped by account attributes or behavior.

  • Dynamic Updates: Lists auto-refresh when account data changes, maintaining accuracy.

  • Permission-Based Sharing: Share with teams, roles, or individuals without compromising data control.

Summary

Account Smart Lists enable precise, real-time segmentation of account data for operational efficiency and strategic targeting. Whether used for automation, filtering, or team collaboration, they help streamline account-based processes across departments.


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