List Account Management

The List header will include some important identifying details about the List, such as the Group and List name, and who created it and when. 

You will see an indicator for the Network, the Target Audience Demographic, and the number of accounts on the List and their associated Reach (sum of followers.)  

There are 2 tabs within the internal List:

• Account Management: This is where you can add, view, and edit Accounts that are on the List
• Configuration: This is where you can customize the visualizations and metrics included on the List

Archive List

Use the archive icon in the upper right hand corner to archive the List. 

Share List

Use the share icon in the upper right hand corner to get the public link to share the List. 

Edit List

Click on the pencil icon in the upper right hand corner to edit the List. 

Download List CSV

Click on the download icon in the upper right hand corner to download a CSV of the List data.

Account Management

Add Account

Click on the ADD ACCOUNT button to add accounts to the List. 

Use the Search tool to locate accounts that you want to add. Select them using the checkboxes on the left hand side and then click ADD TO LIST to add accounts to List. 

Click BACK TO LIST MANAGEMENT to return to the List. 

*You can also add accounts to a List from Search or from the Profile Lists tab.

Add Categories

Categories allow you to organize accounts on a List into different buckets or sections. 

Click ADD CATEGORY to create a category. You will be prompted to input a Category name. 

Once a Category has been created, use the settings iconto rename the category, delete the category, or move the category up and down on the List. 

Accounts

Accounts on the List are displayed in a Table on the Account Management tab:

Use the checkboxes to select accounts and click ADD CATEGORY to add multiple accounts to a new Category at one time, or use the dropdown in the CATEGORY column to move a single account to a different Category. 

NEW! Rationale

Click on the Rationale field to add a Rationale (and any other Public Account Details) for an account. This new field is separate from the bio and allows you to customize a specific Rationale for this List.

Visibility

Use the eye icon to toggle visibility for the account. A blue eye icon indicates the account is visible on the List. A greyed out eye icon indicates the account is hidden. 

Sort

Click on the up or down arrow in a column header to sort the table by that column. 

Filter

Click on the icon in a column header to open the filter options. 

Use our advanced filtering tool to layer on filtering for each applicable column.

Context Menu

Click on the ellipsis (...) to the left of the account row to open the context menu for an account. 

From here, you can:

• Move Account Down to a different position in the List
• View Details in the same or a new tab
• Edit Account
  • This is where you can edit account information that is displayed on the List, such as Age, Location and Gender
• Configure Content 
  • This is where you can curate the Top & Relevant Posts that are displayed on the List for an account
• View Network Profile in a new tab 
• View Status
  • Only available for Campaign-mode Lists
• Remove from List 

Click View Details to open an Account on the List. 

To configure the metrics and visualizations displayed on the List, see List Configuration.