Custom Lists

Import, Enrich & Segment with your custom CSV lists in Reo.Dev

Reo.Dev Lists 2.0 introduces the ability to import lists with custom columns for both Accounts and Developers. This feature enhances segmentation, prioritization, and team collaboration by enabling:

Custom CSV Imports with additional columns beyond standard data.
Advanced Segmentation based on custom column values.
List Sharing & Team Collaboration for personalized outreach strategies.

1. Creating Lists in Reo.Dev

A. Importing a List (CSV Upload with Custom Columns)

Reo.Dev supports CSV file uploads for list creation. The platform allows users to import custom columns that can later be leveraged in segmentation and targeting.

Steps to Import a List:

Navigate to Lists
- Go to Tools → Lists from the sidebar.
- Click on Import.
Choose List Type
- Select whether the list is for Accounts or Developers.
Provide List Details
- Enter a List Name (e.g., "SQL Cold Target Accounts - Jan 2025")
- (Optional) Add a Description for context.
- Click Next.
Upload CSV File
- Click Upload and select the CSV file.
- Click Next after a successful upload.

B. Mapping Columns for Data Enrichment

1. Selecting the Primary Key Column (Mandatory for Import Success)

For Account Lists → Choose Company Domain Name
For Developer Lists → Choose LinkedIn Profile URL, GitHub ID, or Email

Why is this important?

Reo.Dev maps your list against its database for enrichment based on the primary key column:

For account lists, this is the Company Domain Name.
For developer lists, this is the GitHub ID, LinkedIn Profile, or Email.

Incorrect mapping of the primary key column will result in an import failure.

2. Mapping Custom Columns to Field Types

Each column in your uploaded CSV needs to be mapped to a specific field type to ensure accurate data processing. Below is a sample dataset illustrating how different types of fields are mapped during the import process:

Column Name

Field Type

Example Data

Notes

Company Domain Name

String

Primary key for account mapping

6QA Intent Score

Integer

Numerical data

6QA Buying Stage

String

Awareness

Categorical text values

Last Contact Date

Date

25/01/2025

Must be in DD/MM/YYYY format

Best Practices for Field Mapping:

For numerical values, map as Integer.
For text-based values or links, map as String.
For date fields, use the DD/MM/YYYY format.

Columns left unmapped and checked won’t be imported.

Select Columns to Import

You can exclude unnecessary columns.
The primary key column must always be checked.
Click Done to proceed.

Import Summary & Processing Time

Once you upload a list, the Import Summary pop-up will provide an overview of the import details, including:

List Type (Accounts or Developers)
List Name
File Name
Number of Imported Columns
Number of Imported Rows
Import Status (In Progress)

The import process may take 15–30 minutes for smaller lists and a few hours for larger datasets, depending on the list size.

Email Notification: You will receive an email notification once the import is complete, and the list will be available in the Lists panel under "My Lists."

2. Managing & Enriching Lists

A. Viewing Imported Lists

Once a list is imported successfully:

Click View Accounts/Developers to see the enriched data.

Enriched accounts will display Reo.Dev data alongside custom columns.

Unmapped accounts/developers remain visible in the list but have no initial enrichment.

Note: If an unmapped account or developer later engages in developer activity that Reo.Dev tracks, the system will automatically enrich their profile. At that point, you’ll see the added intelligence alongside your custom column data in the custom list.

B. Creating a Blank List & Using It for Sliced Data

Steps to Create a Blank List:

Go to Lists → Click on Create
Choose List Type (Accounts or Developers)
Provide List Name & Description (Optional)
Click Create.

Real-World Use Case:

A Sales Manager uploads a list of 100 accounts. After enrichment with Reo.Dev data, they filter high-intent accounts.

They create two blank lists:
- Hot Accounts Jan - John
- Hot Accounts Jan - Sarah
They manually add 50 high-priority accounts to John’s list and 50 to Sarah’s.
They share the lists with notes explaining the selection strategy & assigning those accounts to the rep.

Why use blank lists?

Helps divide & assign leads across SDRs.
Allows manual curation for targeted follow-ups.
Provides team flexibility in handling prospects.

3. Adding Accounts/Developers to a List from UI

You can now add accounts/developers from the Reo.Dev UI into a list.

Steps to Add Members to a List:

Go to Accounts or Developers Panel
Select profiles to add
Click Actions → Add to List
Select the appropriate list

Note: The List names in the dropdown are dynamically filtered based on the panel you are in:

If you're in the Accounts panel → Only Account-type lists will be shown.
If you're in the Developers panel → Only Developer-type lists will be shown.

Navigate to Lists → Click on three dots Icon → Share List
Select Users to share with
Add a Note (e.g., "High Intent Accounts for targeted SDR outreach")
Click Share.

Shared lists appear in the "Shared Lists" tab for recipients.

5. Creating Segments Using Custom Lists & Columns

A. Using List Filters in Segments

Go to Create Segment
Under Source Filters, select "List Attributes"
Choose the custom list (e.g., SQL Cold Target Accounts - Jan 2025)
Select a custom column (e.g., 6QA Buying Stage)

B. Filtering Based on Custom Column Values

Unlike predefined Reo.Dev filters, users must manually enter values.
Example: If filtering by 6QA Buying Stage, users must type values like Consideration, Purchase, Decision.