Lists can be created in one of two ways:
By searching and sourcing contact details from the Outbase Search feature - our extensive professional profile database.
By uploading a CSV file of contact details sourced from your own database or from data supplied by third parties. We refer to these as contacts lists.
Details for Uploading a contacts list can be found in the Data & Targeting section of our User Guide.
Here we are going to show you the steps for creating a list with the help of the Search feature - our extensive and powerful professional profile database.
Let's get started, by clicking on the Configure button in the Lists section of your campaign.
If you have already created a list in your account, you can assign the relevant list for this campaign from the dropdown menu.
You can also create and assign a new list by picking Search contacts from the dropdown menu.
Click Search contacts:
In the left column, you will see available filters that you can set, to start building your list.
As a starting point, we recommend using:
COMPANY FILTERS:
Employees - indicates the size of a company (how many people they employ) e.g. if you want to target medium to enterprise companies, you might select the 201-10,000+ filters
Industry - the industry the company is classified as e.g. if you wanted the financial sector you might select Banking, Financial Services, Insurance and Investment Banking
Company Location - where the company headquarter is located.
CONTACT FILTERS:
Title - the job title of the prospects you would like to contact e.g. Analyst
Location - where the prospect is located e.g. United States
For more details on all the filters available and how these work, see the Search section of our User Guide.
You can then review the companies and contacts that are coming through based on your filters and adjust as necessary. When you’re happy with your selections, click the Save List button on the top right of your screen.
Name your list and assign it to your campaign (or to multiple campaigns) using the dropdown menu. Outbase will then start creating your list (this may take a few seconds):
And that's it! You have now created your list!