Remove Accounts from an Account List
Follow the steps below to remove a single domain or a few domains from your Account List:
- Log in to AdRoll ABM and go to Audiences > Account Lists.
- Click the Account List name you wish to edit.
- Select the Accounts that you wish to exclude from the list below.
- Scroll down to the bottom of the page to see the Remove from List button.
- The removed accounts will automatically be added to the excluded domains box that you can preview once you click on the Edit List button.
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For account lists added as a static CSV:
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- Log in to AdRoll ABM and go to Audiences > Account Lists.
- Click the Account List name you wish to edit.
- Click Manage List > Export.
- Open the CSV file, remove all columns except 'Domain', remove any unwanted domains, and save the CSV file.
- Click Manage List > Edit List, remove the existing CSV, and upload the new CSV file.
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For Account Lists created using Dynamic fields from the AdRoll ABM platform or your CRM:
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- Instead of removing individual domains, we encourage adjusting your list logic to better reflect the changes you are trying to make.
- For example, instead of removing an individual domain because it has moved to 'Closed Won', edit your Account List logic to exclude 'Closed Won' Opportunities using 'AND' logic with the 'does not equal' operator to dynamically filter Accounts with 'Closed Won' Opportunities.
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