People Lists let you manually build static collections of identified contacts, either by uploading a list of contacts or selecting contacts and adding them to a People List People Lists are different from dynamic audiences, which auto-update based on filter conditions.. With People Lists, you choose exactly which individuals to include, giving you total control. People Lists can also be uploaded, enriched, and used as sources for Destinations for account-based marketing (ABM).
When to Use This / Prerequisites
When to Use This / Prerequisites
Use People Lists when:
Curate a hand-picked list of people for campaigns or reporting
Upload target contact lists and enrich them with Sona engagement data
Use People Lists as a data source for audiences, retargeting, or syncing with destinations
Prerequisites:
For Self-curated List: People must be identified in Sona (from enriched accounts)
For Uploaded List: You must have a CSV with email and/or LinkedIn URL
Types of People Lists
Types of People Lists
There are two core types of People Lists based on how they’re created:
1. Self-curated Lists (Selected in Platform)
Built from the People Identified tab
You manually select people and add them to a new or existing list
These are used to track high-value contacts, revisit engaged leads, or auto-sync to Destinations
Source Type:
people_profile
2. Uploaded Lists (CSV Upload)
Navigate to Upload People List and import your CSV
Sona attempts to enrich these profiles (add roles, company info, signals)
Can be used in audiences, or exported to Destinations
Source Type:
prospect_contacts
Step-by-Step Instructions (View and Manage Existing People Lists)
Step-by-Step Instructions (View and Manage Existing People Lists)
Step 1: Go to Reports > People Lists
Step 1: Go to Reports > People Lists
In the left-hand sidebar under Transformations, click on People lists to view all saved lists.
Step 2: Review List Details
Step 2: Review List Details
Each list shows name, status, and source type (people_profile or prospect_contacts)
Name (e.g., Demand Generation, Non-profits Test)
Status (e.g., Completed, Needs Attention)
Source Type (e.g., people_profile, prospect_contacts)
Step 3: Search or Filter Lists
Step 3: Search or Filter Lists
Use the Search bar or Filters dropdown to find a specific list by name or criteria.
Step 4: Upload People List
Step 4: Upload People List
Click the Upload People List CSV button (top right) to import new lists in bulk from a CSV.
Step 5: Check Status and Fix Issues
Step 5: Check Status and Fix Issues
Lists marked as Needs Attention may have issues (e.g., missing filters or enrichment mismatches).
Click into these lists to resolve or edit as needed.
Step 6: Actions Menu
Step 6: Actions Menu
Use the Actions dropdown to manage your lists:
Remove Selected: Delete the people lists you've checked using the selection boxes.
Select one or more lists using the checkboxes, then choose your desired action from the dropdown menu
Step 7: Refresh View
Step 7: Refresh View
If you’ve made changes or uploads, click the Refresh button to update the display.
Key Concepts / Best Practices
Key Concepts / Best Practices
Static vs. Dynamic: People Lists are static, ideal for campaign control. Audiences are dynamic and rule-based.
Source Types:
people_profile= manually curated from platformprospect_contacts= uploaded and enriched
Use Enrichment Wisely: Uploaded lists help you discover more about target contacts