Build a list of targeted people at a set of companies to share your marketing campaigns by importing Company IDs from an Microsoft Excel file.
Note: The Excel file must have the IV Account ID field to retrieve the company details into InsideView Target application.
|1||Launch InsideView Target||
Click the Build a List tab in the InsideView for Sales standalone instance.
|2||Go to the Import Page||
On the InsideView Target page, click the Start with a list of companies link as shown below:
The Start with a list of companies link is visible only when your customer support manager (CSM) enables the File Upload option while onboarding.
|3||Import the data file||
Note: The search criteria options are disabled on this page. These options will enabled only after you import an excel file with valid company IDs.
|4||Specify the Search Criteria||Use InsideView Target to search for executives according to the following criteria:
On the search results page, click on an executive's name to view a summary of their details.
Note: You cannot edit the breadcrumb with data file name in the white box. However you can filter the search by selecting the check boxes in the right pane. For more information, read the articles How to Build a People List in InsideView Target and How to Build a Company List in InsideView Target on our Knowledge Base.
|9||Modify search criteria||
If you want to make changes to your criteria, click the Modify Criteria link as illustrated below:
|10||Sync with Marketo||
If you want to sync the People list in your Marketo application, click Sync and select Marketo. For more information, read the article Syncing a People List into Marketo Application in our Knowledge Base.
Note: You can also sync the list in Eloqua and Salesforce CRM. For more information read the articles, Syncing a People List into Eloqua and Syncing a People List into Salesforce CRM in our Knowledge Base.
If you want to export the search results in an Excel file, click Export.