A CRM Audience lets you turn your customer relationship management (CRM) data (such as names, emails, and phone numbers) into a custom audience for more personalized advertising. By matching this data to device IDs, Agility enables you to reach your customers or prospects across multiple devices with precisely targeted ads. This audience type is ideal for re-engaging existing customers, upselling, or running loyalty-based campaigns.

Why Use a CRM Audience?

Precision targeting: Reach individuals who have already interacted with your brand
Cross-device reach: Match users to their devices for broader visibility
First-party data advantage: Improve match rates and campaign performance using your own data

Steps to Create a CRM Audience

Step 1: Access the Audience Library

Navigate to the Persona tab in the left-hand menu
Click into your Audience Library

Step 2: Create a New Audience

Select + Audience at the top right
Name your audience
For targeting type, choose CRM
Click Continue

Step 3: Upload Your CRM File

Select CSV file as the upload method (CRM integrations coming soon)

Upload your file by either browsing or dragging and dropping it into the uploader

What to know before you upload:

The first row of your file should contain field headers
Each row must include both an email address and a phone number
We recommend uploading at least 5,000 contacts for best results
You can export a list directly from your CRM platform or create a CSV manually, as long as the required fields are included

Recommended File Fields

Field Name	Required?	What to Include
`email`	Required	A valid email address for each contact (for example, [email protected])
`phone`	Required	A 10-digit mobile or landline phone number, including area code
`first_name`	Recommended	The contact’s first name, with no numbers or special characters
`last_name`	Recommended	The contact’s last name, with no numbers or special characters
`address_line1`	Recommended	The primary street address (for example, 123 Main St)
`address_line2`	Optional	Additional address details, such as apartment or suite number
`city`	Recommended	The city name associated with the contact’s address (for example, Los Angeles)
`state`	Recommended	The two-letter state or province abbreviation (for example, CA, NY, TX)
`zip`	Recommended	A 5-digit ZIP code or postal code (for example, 90210)

Step 4: Map Fields

After uploading your file:

You will be prompted to map your file’s column headers to Agility’s standard field names. For example, if your column is titled “Customer Phone,” map it to Agility’s phone field

Important: You must map both the email and phone fields before submitting. These are required for processing.

Step 5: Submit and Wait for Processing

Click Submit
Your audience will show an Implementing status while the system processes the data. This may take up to 72 hours
Once processing is complete, the status will automatically change to Active

What’s Next?

Once your CRM Audience is active, you can begin using it in a Persona for campaign targeting. How to Create a Persona