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Target Accounts

Target accounts are how BoothRev connects event conversations back to the accounts your ABM programme is actually built around — not just “did we get leads,” but “did the accounts we planned for show up, and how far did the conversation go.”

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What a target account is

A target account is a curated record: company name, email domain, territory, and line of business. It’s tenant-wide, not tied to a single event — the same list applies across every event your team runs. Manage your list at Target Accounts in the left sidebar (under Org). Field Marketing Managers curate this list. Unlike scorecard templates, it’s editable and deletable at any time.

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Adding target accounts

  • One at a time — enter a name, domain, territory, and line of business directly.
  • Bulk upload — upload a CSV. Rows are matched (upserted) by domain, so re-uploading an updated list is safe: existing accounts get updated, new ones get added.

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How matching works

BoothRev matches a lead to a target account automatically, by email domain. You never tag a lead as a target account by hand. Matching runs the moment a lead’s email is confirmed, wherever that happens: a rep confirming on mobile, an event owner confirming on web, a CSV import, or a mobile sync push. Once a lead is matched, it’s sticky — later edits to the lead never re-match or clear it. Free email domains (Gmail, Yahoo, and similar) never match a target account, even if the company name looks right. If you add or update target accounts after an event already has leads, use Re-match target accounts in Event Settings → Event Success (next to Re-score ICP for all leads) to re-run matching against every non-archived lead in that event.

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What changes when a lead is on a target account

Rev is told when a lead matches a target account, and it raises that lead’s priority one level — Medium becomes High, Low becomes Medium. Target-account status alone is never enough to make a lead High priority; there still has to be a real engagement signal in the conversation. This means a lead’s priority in the inbox can reflect target-account status, not just the conversation itself. See Reading Rev’s output for the full picture of how priority is set.

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Target Account Coverage on the event dashboard

Open an event’s dashboard and go to the Qualification Trends tab. Target Account Coverage shows your curated accounts side by side with this event’s pre-registered invite list, so you can see two different things at once:
  • Curated accounts — every account on your list, including the ones with zero contact yet. These “not yet engaged” rows are the whitespace: accounts you planned for that haven’t shown up.
  • Pre-reg invite-list domains — domains from this event’s own pre-registered attendee import that aren’t on your curated list, computed live at report time.
A lead counts as “engaged” once it’s past a bare draft or import row — actually captured or confirmed, not just imported.

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What target accounts are not

  • Not auto-populated from a pre-registered attendee import. That’s deliberate — a one-off attendee CSV shouldn’t silently bloat the curated list you maintain across every event.
  • Not a replacement for ICP. ICP defines what a good lead looks like in general. Target accounts identify specific named companies you’re tracking regardless of ICP fit.