Creating account groups

Account groups allow you to group multiple companies together.

To create an account group:

  1. Navigate to Audience An image of the Audience icon > Tools, then click Account Groups.

  2. Click Accounts A picture of the accounts icon. , then click New Account Group.

  3. Enter the values for each account field in the selected view.

    Account Group Details view with Group Name, Group Description, and Place In Folder.

  4. Click Save.
  5. Click Group Members A picture of the group members icon. and either:
    • Add Companies
    • Upload Companies

Learn more

Accounts

Creating account filters

Creating accounts