The following List actions are available from Partner Center > Businesses > Lists by clicking the Menu icon next to the List.
Add Lists to a campaign
Allows you to add the List to an email marketing campaign. This will add all the users and contacts that are assigned to the accounts in the List to that campaign. Learn more
Pause campaigns for Lists
Allows you to pause a currently active campaign for all the users and contacts that are assigned to the accounts in the List.
Create and refresh Snapshot Reports
Depending on the state of the account, one of three things will happen:
- If there has never been a Snapshot Report created for the account, a new Snapshot Report will be created.
- If an account has previously had a Snapshot Report that has expired, that Snapshot Report will be refreshed.
- If an account currently has an active Snapshot Report (created in the last 7 days), that account will be skipped.
Export all account data from a List
Creates a downloadable CSV with the current data of all accounts in the List. This export contains the following information:
- Company Name
- Country Code
- Zip/Postal Code
- Work Number(s)
- Salesperson Email
- Customer Identifier
- Active Products (Listing Builder, Social Marketing, Reputation Management)
- Account Identifier
- Toll-free Number
- Short Description
- Payment Methods
- Hours of Operation
- Healthcare fields (if applicable)
After selecting Export Account Data, you will be taken to the List’s History page. Once the export has finished, you will be able to download the CSV by clicking the Menu icon , then Account NAP/Product CSV.
Add tags to all accounts in a List
Allows you to add tags to every account in the List. This is useful should you wish to use tags to filter accounts later.
Activate products for all accounts in a List
Allows you to activate a single product on each account within the List. If an account already has the selected product active, that account will be skipped.
Change the Market on every account in a List
Allows you to change the market the accounts in the List are assigned to. This is useful if you have created a new market and are looking to move accounts to it.
Create a Brand Report for a List
Allows you to create a brand report based on the List. After selecting this option, you will be given the choice of how you would like to segment the brand. Here, you can choose either Geographic Region or Account Tag(s).
Delete a List
Allows you to delete the List. Please be aware that the accounts in the List itself will not be removed; only the List the accounts are assigned to will be deleted. This action is irreversible, so please be sure you wish to fully remove the List before selecting.