Manage stakeholders
Manage stakeholders
Manage Stakeholders is the people workspace inside an account. Use it to add one stakeholder, import many stakeholders, export the matching stakeholder list, filter/search the list, review columns, and open Ad Preview from the row's media/CTA evidence.
Start from the stakeholder list
Image guide: This is the main stakeholder list for the selected account. It shows targeting membership, key-person marking, stakeholder identity, roles, media impact, activity columns, list controls, and page navigation.
Toolbar actions
Image guide: The toolbar sits above the list. Add, Import, Export XLSX, Filter, and Quick Search are list actions, not Signals actions.
Add one stakeholder
Image guide: The Add Stakeholder window captures one person's details, including name, position, location, source, LinkedIn, email, and profile image.
Image guide: The lower part of the Add window controls targeting state, who added the person to targeting, and the targeting date. Save only after identity and targeting fields are correct.
Add stakeholders from a file or CRM
Image guide: Import is for many items at once. It can show file import and CRM import options such as HubSpot. Disabled options usually mean an integration setup or permission issue.
Download stakeholders as a spreadsheet
Image guide: Export XLSX downloads all matching stakeholders for this account, across all result pages. Check filters and search before exporting; the file is not limited to the page on screen.
Image guide: This is the spreadsheet export result. It belongs to the Export workflow, not Ad Preview.
Filter and search the list
Use Filter when you need structured narrowing. Use Quick Search when you know a name, title, account, or visible row value. Clear filters before deciding a person is missing.
Review list columns before action
Image guide: Scroll horizontally to reach additional columns. These include engagement/media fields such as last click report day and last ad CTA clicked.
Open Ad Preview from the row's last CTA/media evidence
Image guide: Ad Preview opens from the stakeholder row's media/CTA evidence, typically the last ad CTA/content column near the right side of the list. It is not opened from the Signals panel. Use it to inspect the creative, link, title, text, preview images, and performance numbers behind that stakeholder's engagement.
Correct journey
- Start with the list and confirm the stakeholder row.
- Use Add for one missing person.
- Use Import for many stakeholders.
- Use Filter or Quick Search to narrow the visible rows.
- Review targeting, key-person, role, media impact, and engagement columns.
- Use Export when the stakeholder list needs to leave DOE.
- Open Ad Preview only from the row's media/CTA evidence, not from Signals.
Important distinction
Signals explain recent account activity. Manage Stakeholders explains people and list row evidence. Ad Preview belongs to the stakeholder list row, because it previews the ad or CTA behind a stakeholder's engagement.