Overview
Sona's Account Lists let you manually build static collections of identified accounts, either by uploading a supported file type or curating accounts directly from the platform. These lists are different from dynamic audiences, which auto-update based on filter conditions. With account lists, you choose exactly which accounts to include, giving you total control. Lists can also be uploaded, enriched, and used as sources for Destinations or account-based marketing (ABM).
When to use Account Lists
Use Account Lists when you need to:
Curate a hand-picked list of accounts for campaigns or reporting.
Upload a static dataset of companies for firmographic data enrichment.
Use account lists as a source for audiences, retargeting, or syncing with destinations.
Prerequisites:
For a self-curated list, accounts must be identified in Sona.
For an uploaded list, you must have a CSV of account domains or company names.
Types of Account Lists
Self-curated lists (manual)
Built by selecting accounts from the Accounts > Identified tab.
Best for targeted outreach and syncing with destinations for multichannel outreach. You select each account manually and add it to a new or existing list.
Uploaded lists (CSV upload)
Go to Accounts > Account List > Upload Account List to import a CSV.
Sona enriches the accounts automatically with firmographics, intent, and more. Best for importing external data, building enriched account-based audiences, and syncing with destinations for multichannel outreach.
Step 1: select your accounts
Use the checkboxes next to account profiles to select the ones you want to include.
Apply filters if needed to narrow down the displayed profiles, but remember you will still need to manually select each profile.
Step 2: initiate list creation
After selecting one or more profiles, click the Create Accounts List button.
This opens the list creation dialog.
Step 3: name and save your list
Enter a descriptive name for your new list.
Click Create to finalize the new list, or use the dropdown menu to add selected profiles to an existing list.
Click Save to complete the process.
Step 4: navigate between account lists
This dropdown displays all your available account lists by name.
Your newly created list automatically appears as an option in this dropdown once saved.
The dropdown gives you quick access to view and work with any of your existing lists without needing to recreate or search for them.
Key concepts and best practices
Static Versus Dynamic: Account Lists are static; they do not change unless you update them. Dynamic audiences update automatically.
Self-curated lists: lists you build manually within Sona by selecting accounts based on internal research, stakeholder input, or specific targeting criteria, such as industry, company size, or strategic priority. For example, your team reviews high-fit, high-intent accounts surfaced in the Identified Accounts dashboard and manually adds selected ones to a new Account List for targeting in a specific campaign.
Uploaded lists: CSV files imported into Sona, typically sourced from external systems like your CRM, data providers, or sales spreadsheets. Uploaded account lists are automatically enriched with firmographic data for targeting, personalization, and activation. For example, you upload a list of accounts from a tradeshow and want to verify the ICP fit based on industry, size, or firmographic data.
List Management Tips: use clear names, such as "2026 Enterprise Targets", review and refresh lists regularly, and reuse the same account across multiple lists when it fits more than one campaign.
FAQs
What is an Account List in Sona?
What is an Account List in Sona?
An Account List is a manually built, static collection of identified accounts. You create one either by selecting accounts directly from the Accounts > Identified tab or by uploading a CSV of account domains or company names, which Sona then enriches automatically with firmographic data.
How is an Account List different from a dynamic audience?
How is an Account List different from a dynamic audience?
Account Lists are static: they only change when you manually update them. Dynamic audiences update automatically based on filter conditions you set. Use an Account List when you want total control over exactly which accounts are included.
Can the same account belong to more than one list?
Can the same account belong to more than one list?
Yes. You can add the same account to multiple lists, which is useful when an account is relevant to more than one campaign or use case.