How To Create A Custom List
Custom Lists help suppliers create focused prospect lists by combining credit union performance data with executive and profile information. Use them to identify the right institutions, understand their financial position, and support more informed sales and marketing outreach.
Peer Pointer!
Any metrics you add to a Custom List will be pulled in for every institution in your comparison set, including individual institutions and peer groups.
Learn how to build custom peer groups to refine your prospecting strategy here.
Step 1: Open the Custom List Builder
From the top navigation, select Create, then choose List. This opens the Custom List Builder, where you can define exactly what information you want to see in your prospect list.
Step 2: Choose the Data That Matters
Select data points from five categories to shape your list:
- Profile Information
- Executives
- Loans
- Shares
- Performance Ratios
Use the checkboxes to include individual data points, or select all and refine from there. This flexibility allows you to tailor lists for different products, campaigns, or markets.
Step 3: Save and Reuse Your List
Once your list is curated, give it a name using the field in the top right corner and click Save.
Saved Custom Lists are stored in My Displays under the My Projects menu, making them easy to revisit, update, and reuse as your targeting needs evolve.
Organize Your Prospecting Work
Use the tools in the left navigation to create folders, organize your Custom Lists by campaign or product, and remove lists you no longer need. This keeps your prospecting workspace clean and focused.
Want to learn more about the built-in options available to you? Check out this guide.