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Account Management

The Accounts page provides a comprehensive view of all companies engaging with your product or marketing. View account-level engagement, scores, and metadata to prioritize outreach.

Accessing Accounts​

Navigate to Investigate > Accounts to view your account list.

Accounts page showing the accounts table with account name, domain, account level badges, account score, lead count, and sessions columns

Account List View​

The accounts table displays:

ColumnDescription
Account NameCompany name (derived from domain or account metadata)
DomainPrimary email domain for the account
Account ScoreFirmographic score based on company attributes
Account LevelCategorization (Target, Qualified, Standard, etc.)
Total LeadsNumber of contacts associated with this account
Engagement ScoreCombined engagement across all contacts
Last ActivityMost recent activity from any contact
Surge StatusWhether account is experiencing surge activity

Filtering Accounts​

Use the search bar to find accounts by:

  • Company name
  • Domain
  • Account ID

Date Range Filters​

Filter accounts by when they were created or last active:

  • All Time - Show all accounts
  • Today - Accounts active today
  • Yesterday - Accounts active yesterday
  • Last 7 Days - Accounts active in the past week
  • Last 30 Days - Accounts active in the past month
  • Last 90 Days - Accounts active in the past quarter

Account Level Filter​

Filter by account level to focus on specific tiers:

  • All Levels - Show all accounts
  • Target - High-value accounts matching your ICP
  • Qualified - Good-fit accounts
  • Standard - Average-fit accounts
  • Low Priority - Accounts outside ideal profile

Custom Filters​

Click Filters to create advanced filters based on:

  • Account score range
  • Number of leads
  • Engagement score
  • Last activity date
  • Surge status
  • Account metadata values

Sorting Accounts​

Click column headers to sort by:

  • Account name (alphabetical)
  • Account score (highest to lowest)
  • Engagement score (most to least engaged)
  • Last activity (most recent first)
  • Number of leads (largest accounts first)

Account Actions​

View Account Detail​

Click any account row to open the detailed account view showing:

  • Account metadata and firmographic information
  • All associated contacts
  • Engagement timeline
  • Surge history

See Account Detail View below for details.

Bulk Actions​

Select multiple accounts using the checkboxes to:

  • Export to CSV - Download account data for analysis
  • Delete Accounts - Permanently remove accounts and associated leads
  • Add to Segment - Group accounts for targeted campaigns

To select all accounts:

  1. Check the header checkbox
  2. Click Select All Filtered Accounts if more than one page

Export Accounts​

Export account data to CSV:

  1. Select accounts to export (or select all)
  2. Click Export
  3. Choose columns to include:
    • Account information (name, domain, ID)
    • Scores and levels
    • Lead counts
    • Activity timestamps
    • Custom metadata fields

The CSV download includes all selected accounts with chosen columns.

Account Detail View​

Click any account to see the detailed view with four main sections:

Account detail page for Springfield Nuclear Power Plant showing the account score of 116, total leads count, active leads, industry, and last activity date at the top, followed by the Account Metadata card with company size, domain, industry, and name fields, a Leads in this Account table listing contacts with email aliases, engagement levels, and profile levels, and the Engagement Timeline section at the bottom

Account Information​

View and edit account metadata:

  • Domain - Primary email domain
  • Account Name - Company name
  • Account Score - Current firmographic score
  • Account Level - Current level tier
  • Total Leads - Number of contacts
  • Combined Engagement - Total engagement score
  • Last Activity - Most recent activity timestamp

Click Edit Account to update:

  • Account name
  • Custom metadata fields
  • Account notes

Contacts​

See all contacts at the account:

ColumnDescription
Contact NameLead name and email
Engagement ScoreIndividual engagement score
Profile ScoreProfile fit score
Last ActivityMost recent activity
StatusLead status or lifecycle stage

Click any contact name to view their individual lead detail page.

Engagement Timeline​

View all account activity in chronological order:

Each timeline entry shows:

  • Timestamp - When the activity occurred
  • Contact Name - Which lead took the action
  • Event Type - What happened (page view, email open, etc.)
  • Channel - Where it happened (website, email, product)
  • Event Details - Specific pages, links, or features

Filtering the Timeline:

  • Filter by Contact - See activity for specific stakeholders
  • Filter by Event Type - Focus on specific actions
  • Filter by Channel - View activity by source

Use the timeline to:

  • Understand engagement patterns
  • Identify which contacts are most active
  • Spot coordinated multi-stakeholder activity
  • See what content resonates
  • Track the buyer's journey

Account detail with engagement timeline

Surge History​

View surge activity spikes for the account:

ColumnDescription
Surge WindowDate range of surge activity
Event CountNumber of events during surge
Contacts InvolvedWhich leads participated
Primary ChannelWhere most activity occurred
Surge MultiplierScore boost applied

Surge behavior indicates:

  • Increased buying intent
  • Active evaluation in progress
  • Internal discussions happening
  • Time-sensitive opportunities

Account Creation​

Accounts are created automatically when:

  • A lead with a new account_id is added
  • Events include an account_id not yet seen
  • Profile Mappings derive a new account from lead data

You cannot manually create accounts - they're generated from lead and event data.

Account Metadata​

Accounts collect metadata from:

  • Event properties - Data passed in tracking events
  • Lead properties - Aggregated from associated leads
  • Field mappings - Account Field Mappings extract specific values
  • Integrations - HubSpot, Salesforce, or enrichment providers

Common account metadata fields:

  • company_size - Small, Medium, Enterprise
  • industry - Technology, Healthcare, Finance, etc.
  • country - Geographic location
  • employees - Number of employees
  • revenue - Annual revenue
  • plan - Subscription tier
  • account_status - Customer, Prospect, Trial, etc.

Configure Account Field Mappings to control which properties are extracted and how.

Understanding Account Scores​

Account scores are calculated from Account Scoring Rules:

Account Score = Sum of Matched Account Rules

Example:

  • Rule 1: company_size = "Enterprise" → +50 points
  • Rule 2: industry = "Technology" → +30 points
  • Rule 3: employees > 1000 → +40 points

If an account matches all three rules: 50 + 30 + 40 = 120 points

Account scores represent firmographic fit, not engagement. A high account score means the company matches your Ideal Customer Profile (ICP).

Account Score vs. Engagement Score​

  • Account Score - How well the company fits your target profile (firmographics)
  • Engagement Score - How interested the contacts are (behavior)

Use both together:

  • High account score + High engagement = Top priority (hot target account)
  • High account score + Low engagement = Needs nurturing (cold target)
  • Low account score + High engagement = May not be ideal fit despite interest
  • Low account score + Low engagement = Low priority

Account Levels​

Accounts are automatically assigned to levels based on their account score:

Levels are configured in Account Levels with score thresholds:

Example levels:

  • Target - 80-100 points (top-tier accounts)
  • Qualified - 50-79 points (good-fit accounts)
  • Standard - 20-49 points (average accounts)
  • Low Priority - 0-19 points (outside ICP)

Accounts move between levels automatically as their score changes.

Account-Level Triggers​

Set up automated actions when accounts:

  • Reach specific account levels
  • Exceed engagement thresholds
  • Experience surge activity
  • Match specific criteria

See Account Triggers for configuration details.

Best Practices​

Prioritize by Combined Signals​

Don't rely on a single metric. The best accounts have:

  • ✅ High account score (firmographic fit)
  • ✅ High engagement score (behavioral interest)
  • ✅ Multiple contacts active
  • ✅ Recent surge activity
  • ✅ Key stakeholder engagement

Monitor Multi-Threading​

Watch for accounts with multiple active contacts:

  • Indicates internal discussions
  • Shows cross-functional interest
  • Suggests evaluation in progress
  • Higher close probability

Use Account Views for Sales Handoff​

When passing accounts to sales, share:

  • Account detail page link
  • Key contacts and their engagement levels
  • Engagement timeline highlights
  • Recent surge activity
  • Relevant account metadata

Regular Account Hygiene​

Maintain clean account data:

  • Merge duplicate accounts caused by domain variations
  • Update account metadata as you learn more
  • Review low-engagement accounts quarterly
  • Archive inactive accounts after 12 months

Segment by Account Tier​

Create campaigns tailored to account level:

  • Target accounts - High-touch, personalized outreach
  • Qualified accounts - Targeted campaigns and nurture sequences
  • Standard accounts - General marketing and self-service
  • Low priority - Minimal resources, focus elsewhere

Troubleshooting​

Accounts Not Appearing​

Problem: Expected accounts are missing from the list.

Solution:

  • Ensure leads have account_id set
  • Check date range filter isn't excluding them
  • Verify account level filter shows all levels
  • Search by domain to find specific accounts

Incorrect Account Names​

Problem: Account names are showing domains instead of company names.

Solution:

  • Include company_name or account_name in event properties
  • Configure Account Field Mappings to extract company name
  • Use enrichment integrations to populate account names
  • Manually edit account name in account detail view

Duplicate Accounts​

Problem: Same company appears as multiple accounts.

Solution:

  • Ensure consistent account_id values across all events
  • Standardize email domains (use root domain, not subdomains)
  • Merge duplicate accounts via account detail page
  • Update Profile Mappings to normalize account identification

Engagement Timeline Empty​

Problem: No events showing in engagement timeline.

Solution:

  • Verify events exist for the account's leads
  • Check date range covers the period with activity
  • Ensure leads are properly linked to account
  • Confirm events were successfully ingested

API Access​

Programmatically manage accounts via API: